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 |
|---|---|---|---|---|---|
| Waddell & Associates, LLC | 10,668 | $143.1 萬 | 0.24% | +320+3.1% | 加碼 |
| Carson Advisory Inc. | 10,692 | $143.4 萬 | 1.38% | −52−0.5% | 減碼 |
| BlackDiamond Wealth Management Inc. | 10,402 | $144.2 萬 | 1.63% | +57+0.6% | 加碼 |
| LifeSteps Financial, Inc. | 10,760 | $144.3 萬 | 1.50% | +401+3.9% | 加碼 |
| Kidder Stephen W | 10,767 | $144.4 萬 | 0.53% | +7,030+188.1% | 加碼 |
| Truepoint, Inc. | 10,777 | $144.5 萬 | 0.05% | +150+1.4% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 10,799 | $144.8 萬 | 0.20% | 00.0% | 不變 |
| Lincluden Management Ltd | 10,815 | $145.0 萬 | 0.17% | 00.0% | 不變 |
| RW Investment Management LLC | 10,833 | $145.3 萬 | 0.57% | +10,833 | 新進 |
| JNBA Financial Advisors | 10,852 | $145.5 萬 | 0.20% | 00.0% | 不變 |
| Grant/GrossMendelsohn, LLC | 10,687 | $145.7 萬 | 0.75% | −2,784−20.7% | 減碼 |
| CIC Wealth, LLC | 10,876 | $145.8 萬 | 0.60% | +10,876 | 新進 |
| Gilman Hill Asset Management, LLC | 10,879 | $145.9 萬 | 0.30% | −964−8.1% | 減碼 |
| CKW Financial Group | 10,887 | $146.0 萬 | 0.25% | +908+9.1% | 加碼 |
| Renasant Bank | 10,888 | $146.0 萬 | 1.10% | +571+5.5% | 加碼 |
| Wealth Architects, LLC | 10,963 | $147.0 萬 | 0.28% | −221−2.0% | 減碼 |
| Applied Capital LLC | 10,969 | $147.1 萬 | 1.47% | +10,969 | 新進 |
| Aaron Wealth Advisors | 10,990 | $147.4 萬 | 0.22% | +6,921+170.1% | 加碼 |
| Dover Advisors, LLC | 10,992 | $147.4 萬 | 1.59% | +10,992 | 新進 |
| Hazlett, Burt & Watson, Inc. | 10,965 | $147.5 萬 | 1.30% | +10+0.1% | 加碼 |
| IMS Capital Management | 11,003 | $147.5 萬 | 0.94% | +147+1.4% | 加碼 |
| My Legacy Advisors, LLC | 10,460 | $147.6 萬 | 0.63% | +329+3.2% | 加碼 |
| BHK Investment Advisors, LLC | 11,016 | $147.7 萬 | 0.83% | −1,008−8.4% | 減碼 |
| Signet Financial Management, LLC | 11,038 | $148.0 萬 | 0.26% | −46−0.4% | 減碼 |
| Trust Investment Advisors | 11,056 | $148.3 萬 | 1.40% | +361+3.4% | 加碼 |
| Formidable Asset Management, LLC | 11,058 | $148.3 萬 | 0.34% | +92+0.8% | 加碼 |
| Norris Perne & French LLP | 11,061 | $148.3 萬 | 0.15% | +309+2.9% | 加碼 |
| Cacti Asset Management LLC | 11,110 | $149.0 萬 | 0.14% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 11,111 | $149.0 萬 | 0.00% | +25+0.2% | 加碼 |
| First Financial Corp | 11,128 | $149.2 萬 | 0.92% | +13+0.1% | 加碼 |
| Princeton Capital Management LLC | 11,148 | $149.5 萬 | 0.66% | +742+7.1% | 加碼 |
| Access Financial Services, Inc. | 11,149 | $149.5 萬 | 0.91% | −2,075−15.7% | 減碼 |
| Jackson Hole Capital Partners, LLC | 11,153 | $149.6 萬 | 0.45% | 00.0% | 不變 |
| Vantage Financial Partners Ltd., Inc. | 11,174 | $149.8 萬 | 0.86% | +1,100+10.9% | 加碼 |
| MBL Wealth, LLC | 11,181 | $150.0 萬 | 0.29% | +420+3.9% | 加碼 |
| Mizuho Markets Cayman LP | 11,190 | $150.1 萬 | 0.20% | −7,400−39.8% | 減碼 |
| One Charles Private Wealth Services, LLC | 11,207 | $150.3 萬 | 0.97% | −25−0.2% | 減碼 |
| Samalin Investment Counsel, LLC | 11,245 | $150.8 萬 | 0.95% | +2,447+27.8% | 加碼 |
| First National Bank of South Miami | 11,263 | $151.0 萬 | 1.13% | −195−1.7% | 減碼 |
| DRW Securities, LLC | 11,264 | $151.1 萬 | 0.31% | +11,264 | 新進 |
| Cerro Pacific Wealth Advisors LLC | 11,268 | $151.1 萬 | 0.80% | +221+2.0% | 加碼 |
| Aire Advisors, LLC | 11,287 | $151.2 萬 | 0.46% | −393−3.4% | 減碼 |
| MONECO Advisors, LLC | 11,293 | $151.4 萬 | 0.55% | +478+4.4% | 加碼 |
| Coastal Bridge Advisors, LLC | 11,314 | $151.7 萬 | 0.43% | −15,676−58.1% | 減碼 |
| Fort Point Capital Partners LLC | 11,348 | $152.2 萬 | 0.27% | −10−0.1% | 減碼 |
| Proficio Capital Partners LLC | 11,372 | $152.6 萬 | 0.29% | +772+7.3% | 加碼 |
| Optas, LLC | 11,387 | $152.7 萬 | 0.63% | +105+0.9% | 加碼 |
| Aft, Forsyth & Company, Inc. | 11,413 | $153.1 萬 | 1.31% | −50−0.4% | 減碼 |
| Schrum Private Wealth Management LLC | 11,472 | $153.8 萬 | 1.82% | −488−4.1% | 減碼 |
| Caldwell Investment Management Ltd. | 11,460 | $153.9 萬 | 1.62% | 00.0% | 不變 |
| Texas Capital Bancshares Inc | 11,490 | $154.1 萬 | 1.08% | +9+0.1% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 11,523 | $154.5 萬 | 1.50% | +29+0.3% | 加碼 |
| L.M. Kohn & Company | 11,527 | $154.6 萬 | 0.72% | +176+1.6% | 加碼 |
| Orion Capital Management LLC | 11,547 | $154.8 萬 | 1.14% | 00.0% | 不變 |
| Godshalk Welsh Capital Management, Inc. | 11,575 | $155.2 萬 | 1.13% | −259−2.2% | 減碼 |
| Front Row Advisors LLC | 11,599 | $155.5 萬 | 0.80% | +1,739+17.6% | 加碼 |
| Heron Financial Group, LLC | 11,492 | $155.5 萬 | 1.04% | −45−0.4% | 減碼 |
| Israel Discount Bank of New York | 11,613 | $155.7 萬 | 1.32% | −1,122−8.8% | 減碼 |
| St. Johns Investment Management Company, LLC | 11,628 | $155.9 萬 | 0.93% | −190−1.6% | 減碼 |
| Mainstay Capital Management LLC | 11,644 | $156.1 萬 | 0.35% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 11,668 | $156.5 萬 | 0.38% | −429−3.5% | 減碼 |
| Avestar Capital, LLC | 11,701 | $156.9 萬 | 0.34% | −301−2.5% | 減碼 |
| Vista Investment Management | 11,702 | $156.9 萬 | 0.90% | +483+4.3% | 加碼 |
| Costello Asset Management, INC | 11,739 | $157.4 萬 | 1.42% | −43−0.4% | 減碼 |
| First Dallas Securities Inc. | 11,763 | $157.7 萬 | 0.95% | −99−0.8% | 減碼 |
| Saxon Interests, Inc. | 11,492 | $157.9 萬 | 0.90% | −1,767−13.3% | 減碼 |
| Patriot Investment Management Inc. | 11,254 | $157.9 萬 | 0.14% | +201+1.8% | 加碼 |
| Aspen Grove Capital, LLC | 11,800 | $158.2 萬 | 0.73% | +11,800 | 新進 |
| Evergreen Wealth Management, LLC | 11,814 | $158.4 萬 | 1.46% | +11,814 | 新進 |
| Marietta Investment Partners LLC | 11,848 | $158.9 萬 | 0.45% | −445−3.6% | 減碼 |
| Oak Hill Wealth Advisors, LLC | 11,855 | $159.0 萬 | 0.66% | +11,855 | 新進 |
| Traphagen Investment Advisors LLC | 11,864 | $159.1 萬 | 0.25% | −2,320−16.4% | 減碼 |
| Rosenbaum Jay D. | 11,877 | $159.3 萬 | 3.44% | +696+6.2% | 加碼 |
| Windsor Capital Management, LLC | 11,878 | $159.3 萬 | 0.58% | −378−3.1% | 減碼 |
| Members Capital Advisors Inc | 11,881 | $159.3 萬 | 1.15% | 00.0% | 不變 |
| Mastrapasqua Asset Management Inc | 11,890 | $159.4 萬 | 0.21% | −740−5.9% | 減碼 |
| Aldebaran Capital, LLC | 11,907 | $159.7 萬 | 1.65% | +11,907 | 新進 |
| Holistic Financial Partners | 11,955 | $160.3 萬 | 1.44% | +362+3.1% | 加碼 |
| MJP Associates Inc | 11,980 | $160.6 萬 | 0.48% | +517+4.5% | 加碼 |
| Ahrens Investment Partners LLC | 12,013 | $161.1 萬 | 0.73% | −2,387−16.6% | 減碼 |
| CFS Investment Advisory Services, LLC | 12,013 | $161.1 萬 | 0.37% | −823,020−98.6% | 減碼 |
| Ballast, Inc. | 12,057 | $161.7 萬 | 0.71% | −211−1.7% | 減碼 |
| CoreFirst Bank & Trust | 12,073 | $161.9 萬 | 1.23% | +258+2.2% | 加碼 |
| BSW Wealth Partners | 12,076 | $161.9 萬 | 0.35% | −502−4.0% | 減碼 |
| Acorn Wealth Advisors, LLC | 12,098 | $162.2 萬 | 1.24% | +87+0.7% | 加碼 |
| Falcon Wealth Planning | 12,107 | $162.4 萬 | 0.47% | −70−0.6% | 減碼 |
| Journey Strategic Wealth LLC | 12,117 | $162.5 萬 | 0.19% | +3,659+43.3% | 加碼 |
| Roman Butler Fullerton & Co | 11,560 | $162.8 萬 | 0.84% | +761+7.0% | 加碼 |
| Lion Street Advisors, LLC | 9,581 | $162.8 萬 | 0.86% | −1,993−17.2% | 減碼 |
| MBA Advisors LLC | 12,144 | $162.8 萬 | 1.07% | +146+1.2% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 12,144 | $162.8 萬 | 0.18% | −187−1.5% | 減碼 |
| Evergreen Wealth Solutions, LLC | 12,213 | $163.8 萬 | 2.16% | −69−0.6% | 減碼 |
| West Michigan Advisors, LLC | 12,217 | $163.8 萬 | 1.19% | +24+0.2% | 加碼 |
| Birinyi Associates Inc | 12,250 | $164.3 萬 | 0.79% | −950−7.2% | 減碼 |
| Invst, LLC | 11,775 | $164.8 萬 | 0.26% | −801−6.4% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 12,298 | $164.9 萬 | 1.45% | +314+2.6% | 加碼 |
| FinTrust Capital Advisors, LLC | 12,312 | $165.1 萬 | 0.40% | −253−2.0% | 減碼 |
| Callan Capital, LLC | 12,375 | $166.0 萬 | 0.20% | +5,958+92.8% | 加碼 |
| Pacitti Group Inc. | 12,427 | $166.6 萬 | 1.30% | −44−0.4% | 減碼 |
| Bath Savings Trust Co | 12,450 | $167.0 萬 | 0.22% | −48−0.4% | 減碼 |