JPMorgan Chase & Co
JPM- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0000019617
近 90 天，JPMorgan Chase & Co 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 5,157 家機構在 13F 申報持有，市值合計 $6,437 億；維京全球投資、馬克爾集團等 7 位大師持有。
2022 年第 4 季 13F 持有人
JPMorgan Chase & Co 在 2022/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,628
- 較 2022 年第 3 季 +297 家
- 持有股數
- 20.8 億
- 較 2022 年第 3 季 +5,510 萬 (+2.7%)
- 總市值
- $2,783 億
- 較 2022 年第 3 季 +$666.7 億 (+31.5%)
- 新進機構
- 424
- 另有 1,518 家加碼
- 清倉機構
- 127
- 另有 1,367 家減碼
另有 64 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 JPM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $2,789 億 |
| 2021 年第 4 季 | 3,595 | $3,301 億 |
| 2021 年第 3 季 | 3,239 | $3,420 億 |
| 2021 年第 2 季 | 3,246 | $3,293 億 |
| 2021 年第 1 季 | 3,218 | $3,303 億 |
2022 年第 4 季持有機構
每家機構持有 JPMorgan Chase & Co 的股數、市值與佔組合比重；股數變化跟 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Affiance Financial, LLC | 7,076 | $94.9 萬 | 0.38% | +97+1.4% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 6,906 | $95.3 萬 | 0.12% | −14−0.2% | 減碼 |
| Eukles Asset Management | 7,128 | $95.6 萬 | 0.56% | +2,535+55.2% | 加碼 |
| Five Oceans Advisors | 7,141 | $95.8 萬 | 0.66% | −308−4.1% | 減碼 |
| First Citizens Financial Corp | 7,147 | $95.8 萬 | 0.83% | 00.0% | 不變 |
| First National Bank of Hutchinson | 7,149 | $95.9 萬 | 0.81% | +145+2.1% | 加碼 |
| Sierra Capital LLC | 7,151 | $95.9 萬 | 0.16% | +14+0.2% | 加碼 |
| SRS Capital Advisors, Inc. | 7,195 | $96.5 萬 | 0.13% | +28+0.4% | 加碼 |
| ERn Financial, LLC | 7,203 | $96.6 萬 | 0.22% | +34+0.5% | 加碼 |
| Addison Advisors LLC | 7,240 | $97.1 萬 | 0.58% | −1,840−20.3% | 減碼 |
| Objective Capital Management, LLC | 7,244 | $97.1 萬 | 0.97% | +80+1.1% | 加碼 |
| Herbst Group, LLC | 7,250 | $97.2 萬 | 0.79% | +170+2.4% | 加碼 |
| Boston Common Asset Management, LLC | 7,257 | $97.3 萬 | 0.05% | −4,357−37.5% | 減碼 |
| Cubic Asset Management, LLC | 7,260 | $97.4 萬 | 0.28% | 00.0% | 不變 |
| Armbruster Capital Management, Inc. | 7,264 | $97.4 萬 | 0.25% | 00.0% | 不變 |
| Greenup Street Wealth Management LLC | 7,269 | $97.5 萬 | 0.41% | −834−10.3% | 減碼 |
| Olistico Wealth, LLC | 7,291 | $97.8 萬 | 1.06% | +7,291 | 新進 |
| DMG Group, LLC | 7,244 | $97.9 萬 | 1.10% | −104−1.4% | 減碼 |
| Twin Focus Capital Partners, LLC | 7,305 | $98.0 萬 | 0.20% | −559−7.1% | 減碼 |
| Hartford Funds Management Co LLC | 7,315 | $98.1 萬 | 0.10% | +4,819+193.1% | 加碼 |
| Phillips Wealth Planners LLC | 6,886 | $98.2 萬 | 1.71% | +6,886 | 新進 |
| Fullen Financial Group | 7,014 | $98.2 萬 | 0.56% | +49+0.7% | 加碼 |
| Sunflower Bank, N.A. | 7,343 | $98.4 萬 | 0.21% | −1,091−12.9% | 減碼 |
| Gateway Advisory, LLC | 7,334 | $98.4 萬 | 0.25% | +6+0.1% | 加碼 |
| Ironwood Investment Management LLC | 7,338 | $98.4 萬 | 0.65% | −510−6.5% | 減碼 |
| Threadgill Financial, LLC | 7,361 | $98.7 萬 | 1.01% | +7,361 | 新進 |
| O'Brien Greene & Co. Inc | 7,403 | $99.2 萬 | 0.38% | −17,578−70.4% | 減碼 |
| Denali Advisors LLC | 7,400 | $99.2 萬 | 0.42% | −900−10.8% | 減碼 |
| Harvest Volatility Management LLC | 7,430 | $99.6 萬 | 0.20% | −1,378−15.6% | 減碼 |
| State of Wyoming | 7,461 | $100.1 萬 | 0.33% | +4,165+126.4% | 加碼 |
| Veracity Capital LLC | 7,463 | $100.1 萬 | 0.48% | +398+5.6% | 加碼 |
| Capital Investment Counsel, Inc | 7,477 | $100.3 萬 | 0.24% | +504+7.2% | 加碼 |
| Kowal Investment Group, LLC | 7,482 | $100.3 萬 | 0.30% | +110+1.5% | 加碼 |
| LBMC Investment Advisors, LLC | 7,490 | $100.4 萬 | 0.11% | 00.0% | 不變 |
| RF&L Wealth Management, LLC | 7,493 | $100.5 萬 | 1.04% | +7,493 | 新進 |
| Atwood & Palmer Inc | 7,495 | $100.5 萬 | 0.09% | +10.0% | 加碼 |
| Lumina Fund Management LLC | 7,500 | $100.6 萬 | 0.50% | 00.0% | 不變 |
| Alta Advisers Ltd | 7,500 | $100.6 萬 | 0.60% | 00.0% | 不變 |
| Montz Harcus Wealth Management LLC | 7,511 | $100.7 萬 | 1.00% | +155+2.1% | 加碼 |
| M. Kraus & Co | 7,517 | $100.8 萬 | 0.37% | −9−0.1% | 減碼 |
| Almanack Investment Partners, LLC. | 7,536 | $101.1 萬 | 0.22% | −10,228−57.6% | 減碼 |
| Beacon Financial Advisory LLC | 7,542 | $101.1 萬 | 0.72% | −546−6.8% | 減碼 |
| Icapital Wealth LLC | 7,568 | $101.5 萬 | 0.78% | −1,813−19.3% | 減碼 |
| Physicians Financial Services, Inc. | 7,577 | $101.6 萬 | 0.46% | 00.0% | 不變 |
| IFG Advisors, LLC | 7,579 | $101.6 萬 | 0.44% | −61−0.8% | 減碼 |
| Iams Wealth Management, LLC | 7,586 | $101.7 萬 | 1.04% | +7,586 | 新進 |
| Renaissance Group LLC | 7,598 | $101.9 萬 | 0.05% | −148−1.9% | 減碼 |
| F3Logic, LLC | 7,603 | $102.0 萬 | 0.21% | −991−11.5% | 減碼 |
| Gallagher Benefit Services, Inc. | 7,603 | $102.0 萬 | 0.21% | +7,603 | 新進 |
| Alesco Advisors LLC | 7,613 | $102.1 萬 | 0.04% | −505−6.2% | 減碼 |
| Successful Portfolios LLC | 7,639 | $102.4 萬 | 0.67% | +106+1.4% | 加碼 |
| Aspireon Wealth Advisors | 7,675 | $102.5 萬 | 0.53% | +99+1.3% | 加碼 |
| Altus Wealth Group LLC | 7,669 | $102.8 萬 | 0.78% | +1,388+22.1% | 加碼 |
| Rock Creek Group, LP | 7,682 | $103.0 萬 | 0.13% | −232−2.9% | 減碼 |
| Dixon Fnancial Services, Inc. | 7,687 | $103.1 萬 | 0.73% | −30.0% | 減碼 |
| SignalPoint Asset Management, LLC | 7,715 | $103.5 萬 | 0.36% | −177−2.2% | 減碼 |
| ELCO Management Co., LLC | 7,725 | $103.6 萬 | 0.78% | −468−5.7% | 減碼 |
| Halbert Hargrove Global Advisors, LLC | 7,731 | $103.7 萬 | 0.07% | −290−3.6% | 減碼 |
| Legacy Advisors, LLC | 7,732 | $103.7 萬 | 0.19% | +1,749+29.2% | 加碼 |
| Relative Value Partners Group, LLC | 7,736 | $103.7 萬 | 0.07% | +2,211+40.0% | 加碼 |
| QP Wealth Management, LLC | 7,760 | $104.1 萬 | 1.62% | −346−4.3% | 減碼 |
| Spinnaker Investment Group, LLC | 7,776 | $104.3 萬 | 0.37% | +173+2.3% | 加碼 |
| Morris Retirement Advisors, LLC | 7,803 | $104.6 萬 | 0.82% | +1,648+26.8% | 加碼 |
| Waterfront Wealth Inc. | 7,457 | $104.6 萬 | 0.36% | −139−1.8% | 減碼 |
| Laird Norton Trust Company, LLC | 7,807 | $104.7 萬 | 0.15% | +7,807 | 新進 |
| Benchmark Investment Advisors LLC | 7,817 | $104.8 萬 | 1.11% | −295−3.6% | 減碼 |
| Hyperion Partners, LLC | 7,833 | $105.0 萬 | 1.00% | +7,833 | 新進 |
| Quantum Private Wealth, LLC | 7,857 | $105.4 萬 | 0.67% | +32+0.4% | 加碼 |
| Matrix Trust Co | 7,863 | $105.4 萬 | 0.27% | +1,925+32.4% | 加碼 |
| Alhambra Investment Partners LLC | 7,872 | $105.6 萬 | 0.77% | +70+0.9% | 加碼 |
| Northwest Wealth Management, LLC | 7,883 | $105.7 萬 | 0.45% | −350−4.3% | 減碼 |
| Garrison Point Advisors, LLC | 7,902 | $106.0 萬 | 0.87% | 00.0% | 不變 |
| Alta Wealth Advisors LLC | 7,903 | $106.0 萬 | 0.72% | +158+2.0% | 加碼 |
| Apella Capital, LLC | 7,925 | $106.3 萬 | 0.10% | +483+6.5% | 加碼 |
| Pflug Koory, LLC | 7,937 | $106.4 萬 | 0.59% | 00.0% | 不變 |
| Ted Buchan & Co | 7,939 | $106.5 萬 | 0.98% | +7,939 | 新進 |
| Fulton Breakefield Broenniman LLC | 7,953 | $106.7 萬 | 0.09% | +2,740+52.6% | 加碼 |
| XTX Topco Ltd | 7,957 | $106.7 萬 | 0.23% | +7,957 | 新進 |
| Prostatis Group LLC | 7,972 | $106.9 萬 | 0.65% | +5,775+262.9% | 加碼 |
| Cardiff Park Advisors, LLC | 7,975 | $106.9 萬 | 0.15% | −113−1.4% | 減碼 |
| Strait & Sound Wealth Management LLC | 7,596 | $107.0 萬 | 1.17% | +7,596 | 新進 |
| Creative Financial Designs Inc | 7,987 | $107.1 萬 | 0.16% | +25+0.3% | 加碼 |
| Allegheny Financial Group LTD | 7,999 | $107.3 萬 | 0.45% | +211+2.7% | 加碼 |
| GoodHaven Capital Management, LLC | 8,000 | $107.3 萬 | 0.72% | 00.0% | 不變 |
| TLWM | 8,004 | $107.3 萬 | 0.39% | +4,830+152.2% | 加碼 |
| Carolinas Wealth Consulting LLC | 8,005 | $107.3 萬 | 0.24% | −101−1.2% | 減碼 |
| Fortress Wealth Group, LLC | 8,011 | $107.4 萬 | 0.75% | −157−1.9% | 減碼 |
| Financial Management Network Inc | 7,891 | $107.6 萬 | 0.48% | −193−2.4% | 減碼 |
| Proffitt & Goodson Inc | 8,045 | $107.9 萬 | 0.23% | +91+1.1% | 加碼 |
| Burke & Herbert Bank & Trust Co | 8,092 | $108.5 萬 | 0.81% | −1,650−16.9% | 減碼 |
| Keeley-Teton Advisors, LLC | 8,096 | $108.6 萬 | 0.14% | +99+1.2% | 加碼 |
| Stephens Consulting, LLC | 8,105 | $108.7 萬 | 0.72% | +7+0.1% | 加碼 |
| Accel Wealth Management | 8,106 | $108.7 萬 | 0.52% | −541−6.3% | 減碼 |
| Asio Capital, LLC | 8,106 | $108.7 萬 | 0.31% | −305−3.6% | 減碼 |
| Highview Capital Management LLC | 8,115 | $108.8 萬 | 0.66% | −4,339−34.8% | 減碼 |
| Clearview Wealth Advisors LLC | 8,116 | $108.8 萬 | 0.84% | −19−0.2% | 減碼 |
| Investors Research Corp | 8,122 | $108.9 萬 | 0.29% | +63+0.8% | 加碼 |
| Bouchey Financial Group Ltd | 8,137 | $109.1 萬 | 0.16% | 00.0% | 不變 |
| Oxler Private Wealth LLC | 8,158 | $109.4 萬 | 0.59% | +71+0.9% | 加碼 |
| W Advisors, LLC | 8,166 | $109.5 萬 | 0.91% | −149−1.8% | 減碼 |