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 |
|---|---|---|---|---|---|
| Advisory Research Inc | 12,470 | $167.2 萬 | 0.16% | −1,479−10.6% | 減碼 |
| Greenwich Wealth Management LLC | 12,494 | $167.5 萬 | 0.18% | +428+3.5% | 加碼 |
| Bell Bank | 12,499 | $167.6 萬 | 0.19% | −385−3.0% | 減碼 |
| Kelly Lawrence W & Associates Inc | 12,500 | $167.6 萬 | 0.48% | 00.0% | 不變 |
| Fiduciary Planning LLC | 12,509 | $167.8 萬 | 0.81% | +90+0.7% | 加碼 |
| Strategic Investment Advisors | 12,540 | $168.2 萬 | 0.35% | +1,879+17.6% | 加碼 |
| Total Clarity Wealth Management, Inc. | 12,573 | $168.6 萬 | 0.86% | +489+4.0% | 加碼 |
| Palumbo Wealth Management LLC | 12,628 | $169.3 萬 | 1.35% | +177+1.4% | 加碼 |
| Castle Rock Wealth Management, LLC | 12,095 | $169.3 萬 | 0.76% | +727+6.4% | 加碼 |
| Elmwood Wealth Management, Inc. | 12,635 | $169.4 萬 | 0.85% | −50−0.4% | 減碼 |
| Donald L. Hagan, LLC | 12,644 | $169.6 萬 | 1.07% | +1,125+9.8% | 加碼 |
| Peoples Bank | 12,647 | $169.6 萬 | 1.09% | −426−3.3% | 減碼 |
| Manchester Capital Management LLC | 12,648 | $169.6 萬 | 0.25% | −3,024−19.3% | 減碼 |
| Kensington Investment Counsel, LLC | 12,651 | $169.6 萬 | 1.33% | −315−2.4% | 減碼 |
| Weatherly Asset Management L. P. | 12,658 | $169.7 萬 | 0.23% | −625−4.7% | 減碼 |
| Pointe Capital Management LLC | 12,685 | $170.1 萬 | 1.31% | −490−3.7% | 減碼 |
| Capital Square, LLC | 12,698 | $170.3 萬 | 1.54% | −403−3.1% | 減碼 |
| Summit X, LLC | 14,755 | $170.5 萬 | 0.49% | +423+3.0% | 加碼 |
| First National Advisers, LLC | 12,737 | $170.8 萬 | 2.19% | +1,270+11.1% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 12,811 | $171.8 萬 | 1.52% | −3,270−20.3% | 減碼 |
| 44 Wealth Management LLC | 12,814 | $171.8 萬 | 0.59% | +1,155+9.9% | 加碼 |
| Legacy Wealth Management, LLC | 12,838 | $172.2 萬 | 1.02% | −282−2.1% | 減碼 |
| Hartline Investment Corp | 12,842 | $172.2 萬 | 0.39% | +6,227+94.1% | 加碼 |
| Corundum Group, Inc. | 12,877 | $172.7 萬 | 0.98% | +252+2.0% | 加碼 |
| Connecticut Wealth Management, LLC | 12,903 | $173.0 萬 | 0.15% | −602−4.5% | 減碼 |
| Carl P. Sherr & Co., LLC | 12,935 | $173.5 萬 | 1.32% | +307+2.4% | 加碼 |
| Joseph Group Capital Management | 12,941 | $173.5 萬 | 1.65% | −220−1.7% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 12,963 | $173.8 萬 | 1.20% | +66+0.5% | 加碼 |
| Verus Capital Partners, LLC | 13,001 | $174.3 萬 | 0.33% | +19+0.1% | 加碼 |
| AlphaCore Capital LLC | 13,011 | $174.5 萬 | 0.68% | +1,241+10.5% | 加碼 |
| Activest Wealth Management | 12,997 | $174.6 萬 | 0.52% | −470−3.5% | 減碼 |
| Chesapeake Wealth Management | 13,026 | $174.7 萬 | 0.76% | −807−5.8% | 減碼 |
| Blue Investment Partners LLC | 13,071 | $175.3 萬 | 2.18% | +13,071 | 新進 |
| Drive Wealth Management, LLC | 13,081 | $175.4 萬 | 0.88% | +2,015+18.2% | 加碼 |
| Matrix Private Capital Group LLC | 13,169 | $176.6 萬 | 1.15% | −75−0.6% | 減碼 |
| Cim Investment Mangement Inc | 13,172 | $176.6 萬 | 0.70% | −364−2.7% | 減碼 |
| SRN Advisors, LLC | 13,192 | $176.9 萬 | 1.75% | −5,432−29.2% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 13,195 | $177.0 萬 | 0.74% | −36−0.3% | 減碼 |
| CMT Capital Markets Trading GmbH | 13,200 | $177.0 萬 | 0.99% | +13,200 | 新進 |
| Wealth Alliance Advisory Group, LLC | 13,219 | $177.3 萬 | 0.68% | +281+2.2% | 加碼 |
| Venturi Wealth Management, LLC | 13,239 | $177.5 萬 | 0.16% | −195−1.5% | 減碼 |
| Pekin Hardy Strauss, Inc. | 13,259 | $177.8 萬 | 0.28% | −463−3.4% | 減碼 |
| Todd Asset Management LLC | 13,271 | $178.0 萬 | 0.04% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 13,280 | $178.1 萬 | 0.93% | 00.0% | 不變 |
| Perpetual Investment Management Ltd | 13,321 | $178.6 萬 | 0.21% | −1,666−11.1% | 減碼 |
| Virtue Capital Management, LLC | 13,376 | $179.4 萬 | 0.27% | +8,644+182.7% | 加碼 |
| McMillion Capital Management Inc | 13,425 | $180.0 萬 | 1.63% | −638−4.5% | 減碼 |
| Chilton Investment Co LLC | 13,435 | $180.2 萬 | 0.06% | −300−2.2% | 減碼 |
| Ellerson Group Inc | 13,443 | $180.2 萬 | 1.91% | +13,443 | 新進 |
| Thomas White International Ltd | 13,446 | $180.3 萬 | 0.40% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 13,450 | $180.4 萬 | 0.81% | 00.0% | 不變 |
| Insight Inv LLC | 13,463 | $180.5 萬 | 1.82% | +118+0.9% | 加碼 |
| Oder Investment Management, LLC | 13,477 | $180.7 萬 | 2.25% | −374−2.7% | 減碼 |
| Rockingstone Advisors LLC | 13,479 | $180.8 萬 | 1.35% | +13,479 | 新進 |
| Steward Financial Group LLC | 13,512 | $181.1 萬 | 0.91% | +78+0.6% | 加碼 |
| 626 Financial, LLC | 13,516 | $181.2 萬 | 1.26% | −295−2.1% | 減碼 |
| Tilia Fiduciary Partners, Inc. | 13,518 | $181.3 萬 | 1.74% | +335+2.5% | 加碼 |
| LCNB Corp | 13,615 | $182.6 萬 | 0.85% | −751−5.2% | 減碼 |
| Nvest Financial, LLC | 13,635 | $182.9 萬 | 2.29% | +620+4.8% | 加碼 |
| Accredited Investors Inc. | 13,653 | $183.1 萬 | 0.15% | −16−0.1% | 減碼 |
| Neumann Capital Management, LLC | 13,699 | $183.7 萬 | 0.86% | −200−1.4% | 減碼 |
| Finer Wealth Management, Inc. | 13,708 | $183.8 萬 | 1.72% | +2,146+18.6% | 加碼 |
| Benedict Financial Advisors Inc | 13,735 | $184.2 萬 | 0.55% | −358−2.5% | 減碼 |
| Aristotle Capital Management, LLC | 13,769 | $184.6 萬 | 0.00% | +820+6.3% | 加碼 |
| Twin Lakes Capital Management, LLC | 13,786 | $184.9 萬 | 1.42% | +71+0.5% | 加碼 |
| Delta Financial Advisors LLC | 13,796 | $185.0 萬 | 0.90% | +631+4.8% | 加碼 |
| Advisor OS, LLC | 13,803 | $185.1 萬 | 0.49% | +5,752+71.4% | 加碼 |
| Prudent Man Advisors, LLC | 13,803 | $185.1 萬 | 0.75% | +1,794+14.9% | 加碼 |
| Insight Wealth Strategies, LLC | 13,822 | $185.4 萬 | 0.36% | +1,442+11.6% | 加碼 |
| Lindenwold Advisors | 13,888 | $186.2 萬 | 1.25% | −34−0.2% | 減碼 |
| Peterson Wealth Services | 13,925 | $186.7 萬 | 1.07% | −25,637−64.8% | 減碼 |
| Blodgett Wealth Advisors, LLC | 13,926 | $186.8 萬 | 2.27% | −74−0.5% | 減碼 |
| Pinnacle Holdings, LLC | 13,940 | $186.9 萬 | 0.84% | −1,618−10.4% | 減碼 |
| Violich Capital Management, Inc. | 13,965 | $187.3 萬 | 0.33% | −5,975−30.0% | 減碼 |
| Brendel Financial Advisors LLC | 13,978 | $187.4 萬 | 3.76% | +152+1.1% | 加碼 |
| Klingman & Associates, LLC | 13,980 | $187.5 萬 | 0.16% | −406−2.8% | 減碼 |
| Keudell/Morrison Wealth Management | 14,003 | $187.8 萬 | 0.60% | +570+4.2% | 加碼 |
| Transatlantique Private Wealth LLC | 14,091 | $188.4 萬 | 1.13% | +1,459+11.6% | 加碼 |
| Fortem Financial Group, LLC | 14,057 | $188.5 萬 | 1.11% | −126−0.9% | 減碼 |
| Winton Group Ltd | 14,069 | $188.7 萬 | 0.12% | −11,967−46.0% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 14,086 | $188.9 萬 | 1.98% | −32−0.2% | 減碼 |
| Trevian Wealth Management LLC | 14,118 | $189.3 萬 | 2.07% | +11,703+484.6% | 加碼 |
| Boit C F David | 14,137 | $189.6 萬 | 1.35% | 00.0% | 不變 |
| Summit Wealth & Retirement Planning, Inc. | 14,160 | $189.9 萬 | 0.77% | +1,469+11.6% | 加碼 |
| Byrne Asset Management LLC | 14,164 | $189.9 萬 | 1.38% | −809−5.4% | 減碼 |
| Main Street Financial Solutions, LLC | 14,191 | $190.3 萬 | 0.30% | +871+6.5% | 加碼 |
| Washington Capital Management Inc | 14,200 | $190.4 萬 | 1.75% | −210−1.5% | 減碼 |
| MB, Levis & Associates, LLC | 14,257 | $191.2 萬 | 1.50% | +14,257 | 新進 |
| WS Portfolio Advisory, LLC | 14,265 | $191.3 萬 | 0.54% | +14,265 | 新進 |
| LMG Wealth Partners, LLC | 13,589 | $191.3 萬 | 0.63% | +13,589 | 新進 |
| Summit Financial Group Inc | 14,287 | $191.5 萬 | 0.76% | 00.0% | 不變 |
| Tempus Wealth Planning, LLC | 14,306 | $191.8 萬 | 1.17% | −1,798−11.2% | 減碼 |
| Marion Wealth Management | 14,348 | $192.4 萬 | 0.81% | +873+6.5% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,714 | $192.4 萬 | 0.84% | +7+0.1% | 加碼 |
| Brady Family Wealth, LLC | 14,354 | $192.5 萬 | 0.79% | +14,354 | 新進 |
| Next Capital Management LLC | 14,376 | $192.8 萬 | 1.04% | +395+2.8% | 加碼 |
| Chapman Investment Management, LLC | 14,458 | $193.9 萬 | 1.77% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 14,474 | $194.1 萬 | 0.51% | +1,175+8.8% | 加碼 |
| Davidson Trust Co | 14,476 | $194.1 萬 | 1.72% | −82−0.6% | 減碼 |
| Hamel Associates, Inc. | 14,477 | $194.2 萬 | 0.68% | −1,577−9.8% | 減碼 |