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 |
|---|---|---|---|---|---|
| Merrion Investment Management Co, LLC | 4,544 | $60.9 萬 | 0.57% | 00.0% | 不變 |
| Per Stirling Capital Management, LLC. | 4,548 | $61.0 萬 | 0.11% | +4,548 | 新進 |
| Sutton Place Investors LLC | 4,564 | $61.2 萬 | 0.87% | +7+0.2% | 加碼 |
| Curated Wealth Partners LLC | 4,567 | $61.2 萬 | 0.15% | +121+2.7% | 加碼 |
| Spouting Rock Asset Management, LLC | 4,588 | $61.5 萬 | 0.46% | +4,588 | 新進 |
| R.H. Dinel Investment Counsel, Inc. | 4,592 | $61.6 萬 | 0.55% | 00.0% | 不變 |
| Cohen & Steers, Inc. | 4,590 | $61.6 萬 | 0.00% | 00.0% | 不變 |
| TriaGen Wealth Management LLC | 4,603 | $61.7 萬 | 0.34% | +43+0.9% | 加碼 |
| Insight 2811, Inc. | 4,633 | $62.1 萬 | 0.38% | +1,575+51.5% | 加碼 |
| Nadler Financial Group, Inc. | 4,631 | $62.1 萬 | 0.11% | −481−9.4% | 減碼 |
| Astoria Portfolio Advisors LLC. | 4,621 | $62.4 萬 | 0.29% | −1,770−27.7% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 4,666 | $62.6 萬 | 0.23% | +1,180+33.8% | 加碼 |
| Diamant Asset Management, Inc. | 4,671 | $62.6 萬 | 0.56% | 00.0% | 不變 |
| Arkansas Financial Group, Inc. | 4,713 | $63.2 萬 | 0.14% | −153−3.1% | 減碼 |
| GenWealth Group, Inc. | 4,729 | $63.4 萬 | 0.21% | 00.0% | 不變 |
| LVZ Advisors, Inc. | 4,746 | $63.6 萬 | 0.10% | +80+1.7% | 加碼 |
| Flagstone Financial Management | 4,752 | $63.7 萬 | 0.39% | +4,752 | 新進 |
| Capital City Trust Co | 4,760 | $63.8 萬 | 0.21% | +376+8.6% | 加碼 |
| Lehman & Derafelo Financial Resources LLC | 4,763 | $63.9 萬 | 0.19% | +2,209+86.5% | 加碼 |
| Crumly & Associates Inc. | 4,770 | $64.0 萬 | 0.24% | −1,326−21.8% | 減碼 |
| Tranquilli Financial Advisor LLC | 4,770 | $64.0 萬 | 0.49% | +621+15.0% | 加碼 |
| Lebenthal Global Advisors, LLC | 4,797 | $64.3 萬 | 0.21% | +647+15.6% | 加碼 |
| Selective Wealth Management, Inc. | 4,763 | $64.3 萬 | 0.34% | −2,060−30.2% | 減碼 |
| Fortis Capital Advisors, LLC | 4,809 | $64.5 萬 | 0.38% | +4,809 | 新進 |
| Maltin Wealth Management, Inc. | 4,815 | $64.6 萬 | 0.47% | −457−8.7% | 減碼 |
| Campion Asset Management LLC | 4,824 | $64.7 萬 | 0.64% | −313−6.1% | 減碼 |
| Alliance Wealth Advisors, LLC | 4,831 | $64.8 萬 | 0.54% | −338−6.5% | 減碼 |
| Reston Wealth Management LLC | 4,846 | $65.0 萬 | 0.36% | +21+0.4% | 加碼 |
| Taylor Hoffman Wealth Management | 4,846 | $65.0 萬 | 0.40% | −3,410−41.3% | 減碼 |
| ERTS Wealth Advisors, LLC | 4,853 | $65.1 萬 | 0.17% | −16−0.3% | 減碼 |
| Red Wave Investments LLC | 4,854 | $65.1 萬 | 0.27% | −1,488−23.5% | 減碼 |
| Retirement Planning Co of New England, Inc. | 4,870 | $65.3 萬 | 0.43% | +208+4.5% | 加碼 |
| Summit Wealth Partners, LLC | 4,901 | $65.7 萬 | 0.17% | +7+0.1% | 加碼 |
| Lee Financial Co | 4,905 | $65.8 萬 | 0.11% | 00.0% | 不變 |
| Eagle Harbor Asset Management Inc | 4,909 | $65.8 萬 | 0.97% | 00.0% | 不變 |
| Forum Private Client Group LLC | 4,913 | $65.9 萬 | 0.46% | −289−5.6% | 減碼 |
| Momentum Advisors, LLC | 4,919 | $66.0 萬 | 0.67% | −200−3.9% | 減碼 |
| Vicus Capital | 4,922 | $66.0 萬 | 0.07% | −822−14.3% | 減碼 |
| Wedge Capital Management L L P | 4,926 | $66.1 萬 | 0.01% | −68−1.4% | 減碼 |
| Gladius Capital Management LP | 4,932 | $66.1 萬 | 0.21% | −16,509−77.0% | 減碼 |
| Bluefin Capital Management, LLC | 4,940 | $66.2 萬 | 0.12% | −2,100−29.8% | 減碼 |
| CJM Wealth Advisers, Ltd. | 4,943 | $66.3 萬 | 0.41% | +200+4.2% | 加碼 |
| Omnia Family Wealth, LLC | 4,944 | $66.3 萬 | 0.54% | −118−2.3% | 減碼 |
| Benson Investment Management Company, Inc. | 4,950 | $66.4 萬 | 0.39% | 00.0% | 不變 |
| Kennedy Investment Group | 4,952 | $66.4 萬 | 0.42% | +4,952 | 新進 |
| Schear Investment Advisers, LLC | 4,962 | $66.5 萬 | 0.82% | +4,962 | 新進 |
| Landaas & Co | 4,946 | $66.6 萬 | 0.37% | −717−12.7% | 減碼 |
| Marathon Trading Investment Management LLC | 4,989 | $66.9 萬 | 0.44% | +284+6.0% | 加碼 |
| Retirement Planning Group | 4,994 | $67.0 萬 | 0.08% | +26+0.5% | 加碼 |
| Sandy Cove Advisors, LLC | 4,997 | $67.0 萬 | 0.54% | +619+14.1% | 加碼 |
| JBF Capital, Inc. | 5,000 | $67.0 萬 | 0.17% | 00.0% | 不變 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $67.0 萬 | 0.95% | 00.0% | 不變 |
| Cardinal Strategic Wealth Guidance | 5,013 | $67.1 萬 | 0.32% | −110−2.1% | 減碼 |
| Willner & Heller, LLC | 5,031 | $67.5 萬 | 0.96% | −176−3.4% | 減碼 |
| Joule Financial, LLC | 5,035 | $67.5 萬 | 0.45% | +318+6.7% | 加碼 |
| Insight Advisors, LLC | 5,004 | $67.6 萬 | 0.24% | −78−1.5% | 減碼 |
| Aua Capital Management, LLC | 5,042 | $67.6 萬 | 0.46% | 00.0% | 不變 |
| Foster Group, Inc. | 5,044 | $67.6 萬 | 0.05% | +606+13.7% | 加碼 |
| Collective Family Office LLC | 5,044 | $67.6 萬 | 0.30% | −373−6.9% | 減碼 |
| Signature Estate & Investment Advisors LLC | 5,047 | $67.7 萬 | 0.02% | −627−11.1% | 減碼 |
| KLR Investment Advisors, LLC | 5,084 | $68.2 萬 | 0.56% | +5,084 | 新進 |
| San Luis Wealth Advisors LLC | 5,084 | $68.2 萬 | 0.64% | −3,443−40.4% | 減碼 |
| Advisor Resource Council | 5,089 | $68.2 萬 | 0.41% | +464+10.0% | 加碼 |
| Hofer & Associates. Inc | 5,094 | $68.3 萬 | 0.68% | +211+4.3% | 加碼 |
| New England Research & Management, Inc. | 5,098 | $68.4 萬 | 0.39% | −2,737−34.9% | 減碼 |
| Future Financial Wealth Managment LLC | 5,116 | $68.6 萬 | 0.78% | +45+0.9% | 加碼 |
| Cable Hill Partners, LLC | 5,127 | $68.8 萬 | 0.12% | −1,099−17.7% | 減碼 |
| Sweet Financial Partners, LLC | 5,130 | $68.8 萬 | 0.20% | +764+17.5% | 加碼 |
| Castleview Partners, LLC | 5,133 | $68.8 萬 | 0.67% | −3−0.1% | 減碼 |
| Strong Tower Advisory Services | 5,149 | $69.1 萬 | 0.41% | +36+0.7% | 加碼 |
| Bay Rivers Group | 5,164 | $69.2 萬 | 0.70% | +360+7.5% | 加碼 |
| Financial Consulate, Inc | 5,169 | $69.3 萬 | 0.24% | −300−5.5% | 減碼 |
| Werba Rubin Papier Wealth Management | 5,170 | $69.3 萬 | 0.29% | +5,170 | 新進 |
| Harris Associates L P大師Oakmark（Harris Associates） | 5,175 | $69.4 萬 | 0.00% | 00.0% | 不變 |
| Investment House LLC | 5,185 | $69.5 萬 | 0.07% | +15+0.3% | 加碼 |
| Tortoise Investment Management, LLC | 5,188 | $69.6 萬 | 0.12% | +10.0% | 加碼 |
| Davidson Investment Advisors | 5,188 | $69.6 萬 | 0.05% | −2,618−33.5% | 減碼 |
| Belmont Capital, LLC | 5,204 | $69.8 萬 | 0.75% | 00.0% | 不變 |
| Humankind Investments LLC | 5,211 | $69.9 萬 | 0.30% | −638−10.9% | 減碼 |
| Heartwood Wealth Advisors LLC | 5,217 | $70.0 萬 | 0.11% | −110−2.1% | 減碼 |
| Independent Solutions Wealth Management, LLC | 5,217 | $70.0 萬 | 0.21% | +438+9.2% | 加碼 |
| HHM Wealth Advisors, LLC | 5,223 | $70.0 萬 | 0.16% | +569+12.2% | 加碼 |
| Alliance Wealth Management Group | 5,242 | $70.3 萬 | 0.26% | +62+1.2% | 加碼 |
| Wendell David Associates Inc | 5,241 | $70.3 萬 | 0.09% | −150−2.8% | 減碼 |
| Two Sigma Securities, LLC | 5,245 | $70.3 萬 | 0.10% | −40,636−88.6% | 減碼 |
| TFC Financial Management | 5,249 | $70.4 萬 | 0.20% | −801−13.2% | 減碼 |
| Breakwater Capital Group | 5,263 | $70.6 萬 | 0.37% | +5,263 | 新進 |
| Cidel Asset Management Inc | 5,270 | $70.7 萬 | 0.03% | −222−4.0% | 減碼 |
| Rede Wealth, LLC | 5,286 | $70.9 萬 | 0.38% | −247−4.5% | 減碼 |
| Black Diamond Financial, LLC | 5,303 | $71.1 萬 | 0.26% | +10.0% | 加碼 |
| Tributary Capital Management, LLC | 5,342 | $71.6 萬 | 0.07% | −100−1.8% | 減碼 |
| Tanager Wealth Management LLP | 5,342 | $71.6 萬 | 0.19% | +3,342+167.1% | 加碼 |
| Buttonwood Financial Advisors Inc. | 5,343 | $71.6 萬 | 0.60% | −314−5.6% | 減碼 |
| High Falls Advisors, Inc | 5,350 | $71.7 萬 | 0.22% | −1,982−27.0% | 減碼 |
| Carlson Capital Management | 5,351 | $71.8 萬 | 0.05% | −77−1.4% | 減碼 |
| Eagle Strategies LLC | 5,358 | $71.9 萬 | 0.21% | +33+0.6% | 加碼 |
| Avaii Wealth Management, LLC | 5,374 | $72.1 萬 | 0.64% | +205+4.0% | 加碼 |
| Integral Investment Advisors, Inc. | 5,382 | $72.2 萬 | 0.56% | +241+4.7% | 加碼 |
| Perritt Capital Management Inc | 5,400 | $72.4 萬 | 0.41% | −34−0.6% | 減碼 |
| Kingfisher Capital LLC | 5,422 | $72.7 萬 | 0.19% | −179−3.2% | 減碼 |