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 |
|---|---|---|---|---|---|
| CPA Asset Management LLC | 8,175 | $109.6 萬 | 0.84% | +8,175 | 新進 |
| Clarus Group, Inc. | 8,185 | $109.8 萬 | 0.96% | −150−1.8% | 減碼 |
| McDaniel Terry & Co | 8,188 | $109.8 萬 | 0.13% | 00.0% | 不變 |
| Hummer Financial Advisory Services Inc | 8,193 | $109.9 萬 | 1.21% | 00.0% | 不變 |
| Plancorp, LLC | 8,201 | $110.0 萬 | 0.06% | +283+3.6% | 加碼 |
| IPG Investment Advisors LLC | 8,212 | $110.1 萬 | 0.31% | +4,700+133.8% | 加碼 |
| Legacy Bridge, LLC | 8,219 | $110.2 萬 | 0.78% | +21+0.3% | 加碼 |
| Orca Investment Management, LLC | 8,222 | $110.3 萬 | 1.40% | +30+0.4% | 加碼 |
| Monterey Private Wealth, Inc. | 8,236 | $110.4 萬 | 0.60% | +4,463+118.3% | 加碼 |
| Keystone Financial Services | 7,910 | $110.7 萬 | 0.60% | +44+0.6% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 8,270 | $110.9 萬 | 0.52% | 00.0% | 不變 |
| Lionsbridge Wealth Management LLC | 8,304 | $111.4 萬 | 1.09% | +89+1.1% | 加碼 |
| Concord Wealth Partners | 8,305 | $111.4 萬 | 0.33% | −5,531−40.0% | 減碼 |
| Ami Asset Management Corp | 8,319 | $111.6 萬 | 0.08% | +2,725+48.7% | 加碼 |
| Prossimo Advisors, LLC | 8,319 | $111.6 萬 | 2.58% | +8,319 | 新進 |
| GFG Capital, LLC | 8,332 | $111.7 萬 | 0.25% | −11,347−57.7% | 減碼 |
| Reuter James Wealth Management, LLC | 8,348 | $112.0 萬 | 0.81% | +1,422+20.5% | 加碼 |
| Select Asset Management & Trust | 8,360 | $112.1 萬 | 1.35% | −124−1.5% | 減碼 |
| American State Bank (Iowa) | 8,384 | $112.4 萬 | 0.87% | +709+9.2% | 加碼 |
| Castle Wealth Management LLC | 8,402 | $112.7 萬 | 0.71% | −901−9.7% | 減碼 |
| Maven Securities LTD | 8,409 | $112.8 萬 | 0.23% | −16,049−65.6% | 減碼 |
| Silicon Hills Wealth Management, LLC | 8,425 | $113.0 萬 | 0.84% | 00.0% | 不變 |
| Westbourne Investment Advisors, Inc. | 8,435 | $113.1 萬 | 0.57% | −1,925−18.6% | 減碼 |
| Rainsberger Wealth Advisors, Inc. | 8,443 | $113.2 萬 | 0.72% | −136−1.6% | 減碼 |
| Meeder Asset Management Inc | 8,452 | $113.3 萬 | 0.10% | −33,045−79.6% | 減碼 |
| CFO4Life Group, LLC | 8,460 | $113.4 萬 | 0.24% | +2,578+43.8% | 加碼 |
| CFO4Life, L.P. | 8,460 | $113.4 萬 | 0.24% | +8,460 | 新進 |
| AXS Investments LLC | 8,482 | $113.7 萬 | 0.41% | −2,103−19.9% | 減碼 |
| Rappaport Reiches Capital Management, LLC | 8,483 | $113.8 萬 | 0.56% | +8,483 | 新進 |
| Capital Management Associates | 8,503 | $114.0 萬 | 1.69% | +10.0% | 加碼 |
| Triad Financial Advisors, Inc. | 8,521 | $114.3 萬 | 0.51% | 00.0% | 不變 |
| Eagle Capital Management LLC | 8,524 | $114.3 萬 | 0.01% | −284−3.2% | 減碼 |
| Cora Capital Advisors LLC | 8,525 | $114.3 萬 | 0.79% | +8,525 | 新進 |
| Keel Point, LLC | 8,530 | $114.4 萬 | 0.18% | +536+6.7% | 加碼 |
| Fidelis Capital Partners, LLC | 8,330 | $114.4 萬 | 1.35% | +8,330 | 新進 |
| JFS Wealth Advisors, LLC | 8,544 | $114.6 萬 | 0.11% | −495−5.5% | 減碼 |
| TBH Global Asset Management, LLC | 8,553 | $114.7 萬 | 0.28% | +171+2.0% | 加碼 |
| Cheviot Value Management, LLC | 8,558 | $114.8 萬 | 0.28% | +42+0.5% | 加碼 |
| PSI Advisors, LLC | 8,561 | $114.8 萬 | 0.61% | +165+2.0% | 加碼 |
| First National Bank & Trust Co of Newtown | 8,580 | $115.1 萬 | 0.26% | +70+0.8% | 加碼 |
| Defined Wealth Management, LLC | 8,586 | $115.1 萬 | 1.08% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 8,607 | $115.4 萬 | 0.34% | −249−2.8% | 減碼 |
| Mason & Associates Inc | 8,617 | $115.6 萬 | 0.37% | +10.0% | 加碼 |
| Old Mission Investment Co LLC | 8,634 | $115.8 萬 | 0.49% | −719−7.7% | 減碼 |
| First National Bank Sioux Falls | 8,635 | $115.8 萬 | 0.84% | +1,353+18.6% | 加碼 |
| FSM Wealth Advisors, LLC | 8,649 | $116.0 萬 | 0.82% | −89−1.0% | 減碼 |
| Ti-Trust, Inc | 8,650 | $116.0 萬 | 1.10% | +335+4.0% | 加碼 |
| Salzhauer Michael | 8,660 | $116.1 萬 | 0.70% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 8,699 | $116.7 萬 | 1.01% | +979+12.7% | 加碼 |
| Galibier Capital Management Ltd. | 8,710 | $116.8 萬 | 0.24% | −2,025−18.9% | 減碼 |
| Ayrshire Capital Management LLC | 8,716 | $116.9 萬 | 0.82% | +344+4.1% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 8,753 | $117.4 萬 | 0.28% | +213+2.5% | 加碼 |
| Cypress Wealth Services, LLC | 8,762 | $117.5 萬 | 0.38% | +456+5.5% | 加碼 |
| Meridian Financial Partners LLC | 8,735 | $117.7 萬 | 1.32% | +65+0.7% | 加碼 |
| Carmichael Hill & Associates, Inc. | 8,808 | $118.1 萬 | 0.66% | −92−1.0% | 減碼 |
| Ascension Asset Management LLC | 8,854 | $118.7 萬 | 0.86% | −100−1.1% | 減碼 |
| Westwood Wealth Management | 8,887 | $119.2 萬 | 1.43% | −435−4.7% | 減碼 |
| Navalign, LLC | 8,887 | $119.2 萬 | 0.49% | +61+0.7% | 加碼 |
| Capital Advisors, Ltd. LLC | 10,207 | $119.2 萬 | 0.21% | +17+0.2% | 加碼 |
| Stephenson National Bank & Trust | 8,911 | $119.5 萬 | 0.75% | +233+2.7% | 加碼 |
| Brooktree Capital Management | 8,922 | $119.6 萬 | 0.98% | −1,976−18.1% | 減碼 |
| RFP Financial Group LLC | 8,925 | $119.6 萬 | 0.54% | +8,925 | 新進 |
| Hendershot Investments Inc. | 8,925 | $119.7 萬 | 0.20% | +52+0.6% | 加碼 |
| CVA Family Office, LLC | 8,929 | $119.7 萬 | 0.29% | +244+2.8% | 加碼 |
| Round Rock Advisors, LLC | 8,929 | $119.7 萬 | 0.49% | −7−0.1% | 減碼 |
| Column Capital Advisors, LLC | 8,980 | $120.4 萬 | 0.20% | +224+2.6% | 加碼 |
| West Family Investments, Inc. | 8,995 | $120.6 萬 | 0.41% | +64+0.7% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 9,000 | $120.7 萬 | 0.84% | 00.0% | 不變 |
| Inscription Capital, LLC | 9,009 | $120.8 萬 | 0.41% | −625−6.5% | 減碼 |
| Paulson Wealth Management Inc. | 9,018 | $120.9 萬 | 0.59% | +283+3.2% | 加碼 |
| Hardy Reed LLC | 9,043 | $121.3 萬 | 0.23% | −25−0.3% | 減碼 |
| Zhang Financial LLC | 9,062 | $121.5 萬 | 0.15% | +5,657+166.1% | 加碼 |
| Wealth Management Associates, Inc. | 9,079 | $121.8 萬 | 0.81% | +1,057+13.2% | 加碼 |
| Caz Investments LP | 9,100 | $122.0 萬 | 3.98% | 00.0% | 不變 |
| Diversified, LLC | 9,104 | $122.1 萬 | 0.48% | +1,760+24.0% | 加碼 |
| Citadel Investment Advisory, Inc. | 9,111 | $122.2 萬 | 0.84% | −100−1.1% | 減碼 |
| KRS Capital Management, LLC | 9,120 | $122.3 萬 | 1.67% | −47−0.5% | 減碼 |
| WESPAC Advisors, LLC | 9,128 | $122.4 萬 | 2.12% | +84+0.9% | 加碼 |
| Single Point Partners, LLC | 9,134 | $122.5 萬 | 0.29% | +786+9.4% | 加碼 |
| Quent Capital, LLC | 9,137 | $122.5 萬 | 0.22% | +1,774+24.1% | 加碼 |
| Westmount Partners, LLC | 9,143 | $122.6 萬 | 0.64% | +9,143 | 新進 |
| Catalyst Financial Partners LLC | 9,151 | $122.7 萬 | 0.63% | +9,151 | 新進 |
| Financial Perspectives, Inc | 9,166 | $122.9 萬 | 0.63% | −188−2.0% | 減碼 |
| Revolve Wealth Partners, LLC | 9,176 | $123.1 萬 | 0.35% | −1,363−12.9% | 減碼 |
| General Partner, Inc. | 9,186 | $123.2 萬 | 1.13% | +9,186 | 新進 |
| 1620 Investment Advisors, Inc. | 9,187 | $123.2 萬 | 1.50% | +207+2.3% | 加碼 |
| Deseret Mutual Benefit Administrators | 9,220 | $123.6 萬 | 0.51% | −6,792−42.4% | 減碼 |
| South Street Advisors LLC | 9,224 | $123.7 萬 | 0.27% | −647−6.6% | 減碼 |
| Ausdal Financial Partners, Inc. | 9,252 | $124.1 萬 | 0.18% | +126+1.4% | 加碼 |
| Bennett Selby Investments LP | 9,273 | $124.3 萬 | 0.93% | +19+0.2% | 加碼 |
| Iron Financial, LLC | 9,284 | $124.5 萬 | 0.71% | +2,737+41.8% | 加碼 |
| Gilbert & Cook, Inc. | 9,285 | $124.5 萬 | 0.23% | −71−0.8% | 減碼 |
| Aspen Wealth Strategies, LLC | 9,304 | $124.8 萬 | 1.00% | +9,304 | 新進 |
| Colonial River Wealth Management, LLC | 9,314 | $124.9 萬 | 0.80% | +460+5.2% | 加碼 |
| Alps Advisors Inc | 9,320 | $125.0 萬 | 0.01% | +218+2.4% | 加碼 |
| LVM Capital Management Ltd | 9,326 | $125.1 萬 | 0.18% | 00.0% | 不變 |
| City State Bank | 9,339 | $125.2 萬 | 0.77% | +112+1.2% | 加碼 |
| Personal Cfo Solutions, LLC | 9,349 | $125.4 萬 | 0.27% | +725+8.4% | 加碼 |
| Calton & Associates, Inc. | 9,351 | $125.4 萬 | 0.49% | +2,923+45.5% | 加碼 |
| One + One Wealth Management, LLC | 9,379 | $125.8 萬 | 0.88% | −165−1.7% | 減碼 |