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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| Fiera Capital Corp | 9,379 | $125.8 萬 | 0.00% | +372+4.1% | 加碼 |
| Great Lakes Retirement, Inc. | 9,394 | $126.0 萬 | 0.32% | +9,394 | 新進 |
| Disciplined Investments, LLC | 9,428 | $126.4 萬 | 0.62% | −730−7.2% | 減碼 |
| Cambridge Advisors Inc. | 9,430 | $126.5 萬 | 0.34% | +131+1.4% | 加碼 |
| Bassett Hargrove Investment Counsel, LLC | 9,494 | $126.5 萬 | 2.37% | −245−2.5% | 減碼 |
| Wealthquest Corp | 9,443 | $126.6 萬 | 0.16% | −250−2.6% | 減碼 |
| ASB Consultores, LLC | 9,444 | $126.6 萬 | 0.52% | +909+10.7% | 加碼 |
| Central Bank & Trust Co | 9,449 | $126.7 萬 | 0.24% | +657+7.5% | 加碼 |
| Perennial Investment Advisors, LLC | 9,453 | $126.8 萬 | 0.52% | +352+3.9% | 加碼 |
| Morton Capital Management LLC | 9,473 | $127.0 萬 | 0.50% | −296−3.0% | 減碼 |
| Syntal Capital Partners, LLC | 9,475 | $127.1 萬 | 0.50% | +117+1.3% | 加碼 |
| Sage Rhino Capital LLC | 9,478 | $127.1 萬 | 0.40% | +78+0.8% | 加碼 |
| Hemenway Trust Co LLC | 9,481 | $127.1 萬 | 0.14% | −35−0.4% | 減碼 |
| Mendel Capital Management LLC | 9,490 | $127.3 萬 | 1.33% | +163+1.7% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 9,500 | $127.4 萬 | 0.37% | −29−0.3% | 減碼 |
| Quattro Financial Advisors LLC | 9,500 | $127.4 萬 | 0.51% | +1,893+24.9% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 9,502 | $127.4 萬 | 0.97% | +58+0.6% | 加碼 |
| Amica Retiree Medical Trust | 9,507 | $127.5 萬 | 1.64% | −3,056−24.3% | 減碼 |
| Alterity Financial Group, LLC | 9,512 | $127.6 萬 | 2.07% | −329−3.3% | 減碼 |
| Private Portfolio Partners LLC | 9,513 | $127.6 萬 | 0.34% | −1,884−16.5% | 減碼 |
| Eqis Capital Management, Inc. | 9,529 | $127.8 萬 | 0.14% | −261−2.7% | 減碼 |
| Tradition Wealth Management, LLC | 9,529 | $127.8 萬 | 0.18% | −94−1.0% | 減碼 |
| Bulltick Wealth Management, LLC | 9,533 | $127.8 萬 | 0.37% | −15,164−61.4% | 減碼 |
| Connors Investor Services Inc | 9,550 | $128.1 萬 | 0.16% | −110−1.1% | 減碼 |
| Philo Smith Capital Corp | 9,550 | $128.1 萬 | 0.46% | 00.0% | 不變 |
| Kapstone Financial Advisors LLC | 9,260 | $128.7 萬 | 1.17% | +9,260 | 新進 |
| CRA Financial Services, LLC | 9,599 | $128.7 萬 | 0.42% | +175+1.9% | 加碼 |
| Alera Investment Advisors, LLC | 9,616 | $129.0 萬 | 0.30% | −420−4.2% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 9,619 | $129.0 萬 | 0.50% | +520+5.7% | 加碼 |
| West Paces Advisors Inc. | 9,660 | $129.5 萬 | 0.41% | −1,279−11.7% | 減碼 |
| Baystate Wealth Management LLC | 9,666 | $129.6 萬 | 0.12% | +742+8.3% | 加碼 |
| Kozak & Associates, Inc. | 9,675 | $129.7 萬 | 0.65% | +1,379+16.6% | 加碼 |
| Mirabella Financial Services LLP | 9,700 | $130.1 萬 | 0.12% | −65,916−87.2% | 減碼 |
| Graham Capital Management, L.P. | 9,725 | $130.4 萬 | 0.05% | −5,070−34.3% | 減碼 |
| Well Done, LLC | 9,734 | $130.5 萬 | 0.28% | +1,089+12.6% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 9,741 | $130.6 萬 | 0.29% | −475−4.6% | 減碼 |
| Masso Torrence Wealth Management Inc. | 9,742 | $130.6 萬 | 1.04% | −2,583−21.0% | 減碼 |
| Hemington Wealth Management | 9,790 | $131.2 萬 | 0.56% | −45−0.5% | 減碼 |
| US Asset Management LLC | 9,785 | $131.2 萬 | 1.42% | +9,785 | 新進 |
| Bigelow Investment Advisors, LLC | 9,793 | $131.3 萬 | 0.76% | +302+3.2% | 加碼 |
| Towercrest Capital Management | 9,831 | $131.8 萬 | 0.29% | +410+4.4% | 加碼 |
| Onyx Bridge Wealth Group LLC | 9,562 | $131.9 萬 | 0.54% | +310+3.4% | 加碼 |
| Round Hill Asset Management | 9,856 | $132.2 萬 | 0.82% | −221−2.2% | 減碼 |
| Allred Capital Management, LLC | 9,860 | $132.2 萬 | 0.73% | −93−0.9% | 減碼 |
| Childress Capital Advisors, LLC | 9,865 | $132.3 萬 | 0.44% | +1,236+14.3% | 加碼 |
| STAR Financial Bank | 9,871 | $132.4 萬 | 1.31% | +9,871 | 新進 |
| Richard P Slaughter Associates Inc | 9,873 | $132.4 萬 | 0.42% | −248−2.5% | 減碼 |
| Auxano Advisors, LLC | 9,897 | $132.7 萬 | 0.60% | +20.0% | 加碼 |
| N.E.W. Advisory Services LLC | 9,900 | $132.8 萬 | 0.21% | +5,031+103.3% | 加碼 |
| Focused Wealth Management, Inc | 9,908 | $132.9 萬 | 0.27% | −7−0.1% | 減碼 |
| Cozad Asset Management Inc | 9,926 | $133.1 萬 | 0.19% | +509+5.4% | 加碼 |
| Evanson Asset Management, LLC | 9,963 | $133.6 萬 | 0.15% | −2,967−22.9% | 減碼 |
| Berkeley Capital Partners, LLC | 9,969 | $133.7 萬 | 0.52% | +416+4.4% | 加碼 |
| Eley Financial Management, Inc | 9,970 | $133.7 萬 | 0.72% | +9,970 | 新進 |
| HMS Capital Management, LLC | 10,009 | $134.2 萬 | 0.91% | +1,405+16.3% | 加碼 |
| Wealth Management Partners, LLC | 10,000 | $134.6 萬 | 1.12% | 00.0% | 不變 |
| Windsor Group LTD | 9,775 | $134.8 萬 | 0.28% | +157+1.6% | 加碼 |
| Global Trust Asset Management, LLC | 10,070 | $135.0 萬 | 0.68% | +1,688+20.1% | 加碼 |
| BigSur Wealth Management LLC | 10,071 | $135.1 萬 | 0.65% | −200−1.9% | 減碼 |
| Executive Wealth Management, LLC | 10,074 | $135.1 萬 | 0.17% | +9,198+1,050.0% | 加碼 |
| Eudaimonia Advisors LLC | 10,080 | $135.2 萬 | 0.92% | −50−0.5% | 減碼 |
| Park Edge Advisors, LLC | 10,106 | $135.5 萬 | 0.59% | +10,106 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 10,137 | $135.6 萬 | 0.03% | −1,736−14.6% | 減碼 |
| Prentice Wealth Management LLC | 10,118 | $135.7 萬 | 0.68% | +101+1.0% | 加碼 |
| Financial Strategies Group, Inc. | 10,119 | $135.7 萬 | 0.56% | +29+0.3% | 加碼 |
| Monte Financial Group, LLC | 10,136 | $135.9 萬 | 0.70% | −32−0.3% | 減碼 |
| Delphi Management Inc | 10,145 | $136.0 萬 | 1.65% | +10,145 | 新進 |
| Apexium Financial, LP | 10,183 | $136.6 萬 | 0.14% | +546+5.7% | 加碼 |
| Hunter Associates Investment Management LLC | 10,206 | $136.6 萬 | 0.33% | −1,321−11.5% | 減碼 |
| Dohj, LLC | 10,207 | $136.9 萬 | 0.77% | +264+2.7% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 10,244 | $137.4 萬 | 0.12% | −650−6.0% | 減碼 |
| Passive Capital Management, LLC. | 10,272 | $137.7 萬 | 0.63% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 10,298 | $138.1 萬 | 1.11% | −1,607−13.5% | 減碼 |
| De Burlo Group Inc | 10,317 | $138.4 萬 | 0.31% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 10,326 | $138.5 萬 | 0.80% | −887−7.9% | 減碼 |
| Orleans Capital Management Corp | 10,337 | $138.6 萬 | 1.06% | 00.0% | 不變 |
| Commons Capital, LLC | 10,343 | $138.7 萬 | 2.28% | −122−1.2% | 減碼 |
| ARGA Investment Management, LP | 10,349 | $138.8 萬 | 0.06% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 10,355 | $138.9 萬 | 0.28% | +420+4.2% | 加碼 |
| Hollow Brook Wealth Management LLC | 10,368 | $139.0 萬 | 0.67% | +792+8.3% | 加碼 |
| Sterling Investment Counsel, LLC | 10,372 | $139.1 萬 | 0.86% | +7+0.1% | 加碼 |
| Morris Financial Concepts, Inc. | 10,380 | $139.2 萬 | 1.12% | −88−0.8% | 減碼 |
| Epacria Capital Partners, LLC | 10,400 | $139.5 萬 | 1.13% | +10,400 | 新進 |
| Intrua Financial, LLC | 10,350 | $139.5 萬 | 0.32% | +332+3.3% | 加碼 |
| Ignite Planners, LLC | 9,927 | $139.5 萬 | 0.58% | +1,044+11.8% | 加碼 |
| Ssi Investment Management LLC | 10,447 | $140.1 萬 | 0.09% | −6−0.1% | 減碼 |
| Paloma Partners Management Co | 10,471 | $140.4 萬 | 0.31% | +10,171+3,390.3% | 加碼 |
| Plante Moran Financial Advisors, LLC | 10,478 | $140.5 萬 | 0.20% | −694−6.2% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 10,482 | $140.6 萬 | 0.40% | +1,930+22.6% | 加碼 |
| Summit Financial Strategies, Inc. | 10,496 | $140.8 萬 | 0.30% | −5,419−34.0% | 減碼 |
| Winthrop Advisory Group LLC | 10,497 | $140.8 萬 | 0.27% | +284+2.8% | 加碼 |
| Sonata Capital Group Inc | 10,533 | $141.2 萬 | 0.78% | −10.0% | 減碼 |
| Chiron Capital Management, LLC | 10,567 | $141.7 萬 | 0.99% | +200+1.9% | 加碼 |
| Terril Brothers, Inc. | 10,573 | $141.8 萬 | 0.69% | 00.0% | 不變 |
| Cape Ann Savings Bank | 10,579 | $141.9 萬 | 1.04% | −19−0.2% | 減碼 |
| Cornerstone National Bank & Trust Co | 10,587 | $142.0 萬 | 0.79% | −202−1.9% | 減碼 |
| Crescent Grove Advisors, LLC | 10,592 | $142.0 萬 | 0.15% | +1,100+11.6% | 加碼 |
| JSF Financial, LLC | 10,596 | $142.1 萬 | 0.53% | −42−0.4% | 減碼 |
| Sage Mountain Advisors LLC | 10,629 | $142.5 萬 | 0.32% | +492+4.9% | 加碼 |
| Sky Investment Group LLC | 10,636 | $142.6 萬 | 0.34% | +87+0.8% | 加碼 |