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
- 3,629
- 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 1,368 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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 3,836 | $51.4 萬 | 0.00% | −1,476−27.8% | 減碼 |
| Garde Capital, Inc. | 3,839 | $51.5 萬 | 0.06% | −1,646−30.0% | 減碼 |
| BCJ Capital Management, LLC | 3,846 | $51.6 萬 | 0.05% | +224+6.2% | 加碼 |
| Westshore Wealth, LLC | 3,849 | $51.6 萬 | 0.29% | +10.0% | 加碼 |
| Algert Global LLC | 3,861 | $51.8 萬 | 0.03% | +553+16.7% | 加碼 |
| Goldstein Advisors, LLC | 3,871 | $51.9 萬 | 0.13% | +3,871 | 新進 |
| Shapiro Capital Management LLC | 3,880 | $52.0 萬 | 0.01% | 00.0% | 不變 |
| Ninepoint Partners LP | 3,884 | $52.1 萬 | 0.07% | +3,884 | 新進 |
| Park Circle Co | 3,900 | $52.3 萬 | 0.51% | 00.0% | 不變 |
| Private Capital Management LLC | 3,902 | $52.3 萬 | 0.17% | −60−1.5% | 減碼 |
| S.A. Mason LLC | 3,911 | $52.4 萬 | 0.39% | −75−1.9% | 減碼 |
| Evolution Wealth Advisors, LLC | 3,914 | $52.5 萬 | 0.13% | +369+10.4% | 加碼 |
| Auto-Owners Insurance Co | 3,915 | $52.5 萬 | 0.02% | +3,915 | 新進 |
| Moss Adams Wealth Advisors LLC | 3,918 | $52.5 萬 | 0.26% | +3,918 | 新進 |
| Caldwell Sutter Capital, Inc. | 3,921 | $52.6 萬 | 0.46% | +3,921 | 新進 |
| Meridian Financial, LLC | 3,925 | $52.6 萬 | 0.55% | +17+0.4% | 加碼 |
| Paragon Capital Management Ltd | 3,925 | $52.6 萬 | 0.14% | +5+0.1% | 加碼 |
| Armstrong Advisory Group, Inc | 3,933 | $52.7 萬 | 0.07% | +3,933 | 新進 |
| Keystone Wealth Services, LLC | 3,936 | $52.8 萬 | 0.23% | −856−17.9% | 減碼 |
| First Community Trust NA | 3,936 | $52.8 萬 | 0.61% | +85+2.2% | 加碼 |
| LWMG, LLC | 3,937 | $52.8 萬 | 0.19% | +3,937 | 新進 |
| Centric Wealth Management | 3,940 | $52.8 萬 | 0.27% | −1,413−26.4% | 減碼 |
| Kaydan Wealth Management, Inc. | 3,945 | $52.9 萬 | 0.21% | +29+0.7% | 加碼 |
| Hassell Wealth Management, LLC | 3,764 | $53.0 萬 | 0.40% | +3,764 | 新進 |
| Lumature Wealth Partners, LLC | 3,953 | $53.0 萬 | 0.30% | −290−6.8% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,954 | $53.0 萬 | 0.22% | +557+16.4% | 加碼 |
| Thomas Story & Son LLC | 3,965 | $53.2 萬 | 0.27% | +41+1.0% | 加碼 |
| Dimension Capital Management LLC | 3,979 | $53.4 萬 | 0.12% | +437+12.3% | 加碼 |
| Arthur M. Cohen & Associates, LLC | 3,979 | $53.4 萬 | 0.15% | +775+24.2% | 加碼 |
| Thrive Capital Management, LLC | 3,981 | $53.4 萬 | 0.35% | +772+24.1% | 加碼 |
| Stanley-Laman Group, Ltd. | 4,000 | $53.6 萬 | 0.10% | 00.0% | 不變 |
| Axq Capital, LP | 4,000 | $53.6 萬 | 0.37% | +4,000 | 新進 |
| Aveo Capital Partners, LLC | 4,002 | $53.7 萬 | 0.08% | −3,281−45.1% | 減碼 |
| Ambassador Advisors, LLC | 4,009 | $53.8 萬 | 0.12% | +227+6.0% | 加碼 |
| Nottingham Advisors, Inc. | 4,010 | $53.8 萬 | 0.07% | +100+2.6% | 加碼 |
| Financial Advisors, LLC | 4,056 | $54.4 萬 | 0.15% | −20−0.5% | 減碼 |
| Silverlake Wealth Management LLC | 4,065 | $54.5 萬 | 0.34% | −33−0.8% | 減碼 |
| Laraway Financial Inc | 4,073 | $54.6 萬 | 0.57% | +3+0.1% | 加碼 |
| Frank, Rimerman Advisors LLC | 4,076 | $54.7 萬 | 0.17% | 00.0% | 不變 |
| Oberweis Asset Management Inc | 4,089 | $54.8 萬 | 0.12% | +3+0.1% | 加碼 |
| Doheny Asset Management | 4,104 | $55.0 萬 | 0.64% | −1,966−32.4% | 減碼 |
| Northstar Group, Inc. | 4,106 | $55.1 萬 | 0.16% | 00.0% | 不變 |
| Bender Robert & Associates | 4,134 | $55.4 萬 | 0.21% | 00.0% | 不變 |
| Mogy Joel R Investment Counsel Inc | 4,141 | $55.5 萬 | 0.06% | 00.0% | 不變 |
| Carr Financial Group Corp | 4,142 | $55.5 萬 | 0.29% | +4,142 | 新進 |
| S. R. Schill & Associates | 4,148 | $55.6 萬 | 0.28% | +39+0.9% | 加碼 |
| Weinberger Asset Management, Inc | 4,176 | $56.0 萬 | 0.34% | −126−2.9% | 減碼 |
| Cottonwood Capital Advisors, LLC | 4,188 | $56.2 萬 | 0.50% | −140−3.2% | 減碼 |
| Baron Wealth Management LLC | 4,191 | $56.2 萬 | 0.43% | +4,191 | 新進 |
| Sunburst Financial Group, LLC | 4,194 | $56.2 萬 | 0.22% | +3+0.1% | 加碼 |
| Derbend Asset Management | 4,216 | $56.5 萬 | 0.45% | −1,043−19.8% | 減碼 |
| Wimmer Associates 1, LLC | 4,219 | $56.6 萬 | 0.37% | +25+0.6% | 加碼 |
| Retirement Income Solutions, Inc | 4,252 | $57.0 萬 | 0.18% | 00.0% | 不變 |
| New Vernon Investment Management LLC | 4,253 | $57.0 萬 | 0.88% | 00.0% | 不變 |
| Heritage Investment Group, Inc. | 4,260 | $57.1 萬 | 0.18% | −76−1.8% | 減碼 |
| Affinity Capital Advisors, LLC | 4,260 | $57.1 萬 | 0.20% | −79−1.8% | 減碼 |
| Shulman DeMeo Asset Management LLC | 4,277 | $57.4 萬 | 0.19% | −5−0.1% | 減碼 |
| Sterling Group Wealth Management, LLC | 4,280 | $57.4 萬 | 0.57% | +4,280 | 新進 |
| True Capital Management | 4,288 | $57.5 萬 | 0.47% | +4,288 | 新進 |
| Family Firm, Inc. | 4,290 | $57.5 萬 | 0.17% | +750+21.2% | 加碼 |
| Hedges Asset Management LLC | 4,300 | $57.7 萬 | 0.51% | 00.0% | 不變 |
| Hillcrest Wealth Advisors - NY, LLC | 4,310 | $57.8 萬 | 0.35% | −27−0.6% | 減碼 |
| Spartan Fund Management Inc. | 4,312 | $57.8 萬 | 0.21% | 00.0% | 不變 |
| O'Neil Global Advisors, Inc. | 4,313 | $57.8 萬 | 2.67% | +4,313 | 新進 |
| Investmark Advisory Group LLC | 4,311 | $57.8 萬 | 0.43% | +841+24.2% | 加碼 |
| Arlington Partners LLC | 4,314 | $57.9 萬 | 0.09% | +1,563+56.8% | 加碼 |
| Engrave Wealth Partners LLC | 4,236 | $57.9 萬 | 0.20% | +1,115+35.7% | 加碼 |
| Old North State Trust, LLC | 4,315 | $57.9 萬 | 0.38% | 00.0% | 不變 |
| Alpha Financial Partners, LLC | 4,323 | $58.0 萬 | 0.70% | +4,323 | 新進 |
| Asset Allocation & Management Company, LLC | 4,327 | $58.0 萬 | 0.22% | −2,808−39.4% | 減碼 |
| Howard Financial Services, Ltd. | 4,336 | $58.1 萬 | 0.15% | +809+22.9% | 加碼 |
| Day & Ennis, LLC | 4,343 | $58.2 萬 | 0.23% | −185−4.1% | 減碼 |
| Quantum Financial Advisors, LLC | 4,354 | $58.4 萬 | 0.26% | +51+1.2% | 加碼 |
| Triumph Capital Management | 4,355 | $58.4 萬 | 0.31% | −1,031−19.1% | 減碼 |
| First National Corp | 4,361 | $58.5 萬 | 0.14% | +506+13.1% | 加碼 |
| California First Leasing Corp | 4,380 | $58.7 萬 | 0.41% | 00.0% | 不變 |
| Eldridge Investment Advisors, Inc. | 4,393 | $58.9 萬 | 0.21% | +210+5.0% | 加碼 |
| Silicon Valley Capital Partners | 4,397 | $59.0 萬 | 0.13% | −1,416−24.4% | 減碼 |
| Sax Wealth Advisors, LLC | 4,400 | $59.0 萬 | 0.14% | −19−0.4% | 減碼 |
| SNS Financial Group, LLC | 4,401 | $59.0 萬 | 0.08% | +391+9.8% | 加碼 |
| RWM Asset Management, LLC | 4,416 | $59.2 萬 | 0.13% | +312+7.6% | 加碼 |
| Bridgewealth Advisory Group, LLC | 4,424 | $59.3 萬 | 1.16% | +4,424 | 新進 |
| Geller Advisors LLC | 4,424 | $59.3 萬 | 0.10% | +373+9.2% | 加碼 |
| Southeast Asset Advisors Inc. | 4,428 | $59.4 萬 | 0.09% | −494−10.0% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 4,431 | $59.4 萬 | 0.34% | +24+0.5% | 加碼 |
| Center For Asset Management LLC | 4,437 | $59.5 萬 | 0.55% | +1,004+29.2% | 加碼 |
| Great Diamond Partners, LLC | 4,438 | $59.5 萬 | 0.18% | −456−9.3% | 減碼 |
| Tyler-Stone Wealth Management | 4,444 | $59.6 萬 | 0.41% | +63+1.4% | 加碼 |
| CMG Global Holdings, LLC | 4,445 | $59.6 萬 | 0.57% | +268+6.4% | 加碼 |
| Diligent Investors, LLC | 4,457 | $59.8 萬 | 0.20% | +369+9.0% | 加碼 |
| Planning Center, Inc. | 4,463 | $59.9 萬 | 0.18% | +14+0.3% | 加碼 |
| Private Wealth Strategies, L.L.C. | 4,474 | $60.0 萬 | 0.16% | +230+5.4% | 加碼 |
| Marshall Financial Group Inc | 4,500 | $60.3 萬 | 0.26% | +17+0.4% | 加碼 |
| Centurion Wealth Management LLC | 4,501 | $60.4 萬 | 0.34% | +4,501 | 新進 |
| Ullmann Financial Group, Inc. | 4,501 | $60.4 萬 | 0.15% | +267+6.3% | 加碼 |
| Axim Planning & Wealth | 4,503 | $60.4 萬 | 0.62% | +1,971+77.8% | 加碼 |
| Rational Advisors LLC | 4,514 | $60.5 萬 | 0.05% | −1,858−29.2% | 減碼 |
| Alan B. Lancz & Associates, Inc. | 4,233 | $60.5 萬 | 0.61% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 4,532 | $60.8 萬 | 0.34% | +92+2.1% | 加碼 |
| Sovereign Financial Group, Inc. | 4,542 | $60.9 萬 | 0.24% | +510+12.6% | 加碼 |