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
- 3,628
- 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Valicenti Advisory Services Inc | 71,427 | $957.8 萬 | 3.49% | −1,329−1.8% | 減碼 |
| Prime Capital Investment Advisors, LLC | 71,316 | $956.3 萬 | 0.36% | −24,135−25.3% | 減碼 |
| Tompkins Financial Corp | 71,306 | $956.2 萬 | 1.51% | −1,206−1.7% | 減碼 |
| Greenwood Capital Associates LLC | 71,146 | $954.1 萬 | 1.57% | −3,014−4.1% | 減碼 |
| JCIC Asset Management Inc. | 70,663 | $947.6 萬 | 4.71% | −2,714−3.7% | 減碼 |
| Boston Family Office LLC | 70,623 | $947.1 萬 | 0.79% | +317+0.5% | 加碼 |
| Pettee Investors, Inc. | 70,579 | $946.5 萬 | 4.64% | 00.0% | 不變 |
| Gyroscope Capital Management Group, LLC | 70,535 | $945.9 萬 | 2.87% | +3,000+4.4% | 加碼 |
| Apollon Wealth Management, LLC | 70,506 | $945.5 萬 | 0.67% | +6,376+9.9% | 加碼 |
| Woodstock Corp | 70,433 | $944.5 萬 | 1.26% | +3,213+4.8% | 加碼 |
| Altrafin AG | 70,121 | $940.3 萬 | 5.51% | +599+0.9% | 加碼 |
| Mount Yale Investment Advisors, LLC | 69,958 | $938.1 萬 | 1.07% | −467−0.7% | 減碼 |
| Vestcor Inc | 69,568 | $932.9 萬 | 0.34% | +364+0.5% | 加碼 |
| Griffin Asset Management, Inc. | 69,492 | $931.9 萬 | 1.41% | −1,314−1.9% | 減碼 |
| Allied Investment Advisors, LLC | 69,447 | $931.3 萬 | 2.91% | +2,149+3.2% | 加碼 |
| Sowell Financial Services LLC | 69,401 | $930.7 萬 | 0.60% | +7,968+13.0% | 加碼 |
| Northern Oak Wealth Management Inc | 69,204 | $928.0 萬 | 1.33% | −1,730−2.4% | 減碼 |
| Freemont Management S.A. | 69,100 | $926.6 萬 | 1.48% | 00.0% | 不變 |
| Parallel Advisors, LLC | 69,076 | $926.3 萬 | 0.40% | +2,152+3.2% | 加碼 |
| Xcel Wealth Management, LLC | 69,037 | $925.8 萬 | 3.65% | −5,175−7.0% | 減碼 |
| Gotham Asset Management, LLC | 68,606 | $920.0 萬 | 0.26% | −86−0.1% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 68,380 | $917.0 萬 | 1.41% | −114−0.2% | 減碼 |
| Pettyjohn, Wood & White, Inc | 68,278 | $915.6 萬 | 2.28% | −215−0.3% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 68,219 | $914.8 萬 | 0.35% | −1,325−1.9% | 減碼 |
| Heritage Trust Co | 68,205 | $914.6 萬 | 1.49% | +646+1.0% | 加碼 |
| Private Advisory Group LLC | 68,107 | $913.3 萬 | 2.00% | +216+0.3% | 加碼 |
| Bernzott Capital Advisors | 68,054 | $912.6 萬 | 1.18% | +3,203+4.9% | 加碼 |
| Artemis Investment Management LLP | 67,702 | $912.5 萬 | 0.10% | +67,702 | 新進 |
| Dorsey & Whitney Trust CO LLC | 67,828 | $910.1 萬 | 0.89% | +1,151+1.7% | 加碼 |
| Integrated Wealth Concepts LLC | 67,699 | $907.8 萬 | 0.25% | −3,543−5.0% | 減碼 |
| Ar Asset Management Inc | 67,531 | $905.6 萬 | 2.57% | 00.0% | 不變 |
| Buffington Mohr McNeal | 67,492 | $905.1 萬 | 2.11% | −471−0.7% | 減碼 |
| Invictus Private Wealth, LLC | 67,258 | $901.9 萬 | 1.16% | +67,258 | 新進 |
| Barbara Oil Co. | 67,000 | $898.5 萬 | 4.29% | 00.0% | 不變 |
| Grand Jean Capital Management Inc | 66,979 | $898.2 萬 | 4.05% | −730−1.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 66,918 | $897.4 萬 | 0.89% | +1,365+2.1% | 加碼 |
| Visionary Wealth Advisors | 66,818 | $896.0 萬 | 0.83% | −755−1.1% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 66,772 | $895.4 萬 | 1.09% | −12,324−15.6% | 減碼 |
| Quantinno Capital Management LP | 66,467 | $891.3 萬 | 0.66% | +36,283+120.2% | 加碼 |
| Country Club Bank | 66,262 | $888.6 萬 | 0.77% | +29,804+81.7% | 加碼 |
| Strategic Global Advisors, LLC | 66,140 | $886.9 萬 | 1.42% | −1,051−1.6% | 減碼 |
| Philadelphia Trust Co | 66,107 | $886.5 萬 | 0.95% | +23,530+55.3% | 加碼 |
| Camden Capital, LLC | 65,967 | $884.6 萬 | 1.40% | +60,418+1,088.8% | 加碼 |
| Laurel Wealth Advisors LLC | 65,525 | $878.7 萬 | 2.02% | +1,048+1.6% | 加碼 |
| FourThought Financial Partners, LLC | 65,379 | $876.7 萬 | 1.27% | +65,379 | 新進 |
| Aj Wealth Strategies, LLC | 65,357 | $876.4 萬 | 0.46% | +348+0.5% | 加碼 |
| Motley Fool Asset Management LLC | 65,297 | $875.6 萬 | 0.99% | −2,016−3.0% | 減碼 |
| BancorpSouth Bank | 65,209 | $874.5 萬 | 0.81% | +558+0.9% | 加碼 |
| Meiji Yasuda Life Insurance Co | 65,203 | $874.4 萬 | 0.19% | +3,202+5.2% | 加碼 |
| Dynamic Advisor Solutions LLC | 65,157 | $873.8 萬 | 0.60% | −192−0.3% | 減碼 |
| Fort Sheridan Advisors LLC | 65,056 | $872.4 萬 | 2.84% | +78+0.1% | 加碼 |
| Savant Capital, LLC | 72,698 | $871.2 萬 | 0.21% | +9,582+15.2% | 加碼 |
| Sara-Bay Financial | 64,939 | $870.8 萬 | 4.90% | −456−0.7% | 減碼 |
| Parallax Volatility Advisers, L.P. | 64,906 | $870.4 萬 | 0.23% | +41,744+180.2% | 加碼 |
| Scissortail Wealth Management, LLC | 61,690 | $870.1 萬 | 5.04% | +35,772+138.0% | 加碼 |
| Skylands Capital, LLC | 64,850 | $869.6 萬 | 1.38% | −3,300−4.8% | 減碼 |
| Boston Financial Mangement LLC | 64,834 | $869.4 萬 | 0.35% | +4,957+8.3% | 加碼 |
| Pathstone Family Office, LLC | 111,602 | $867.9 萬 | 0.17% | +57,200+105.1% | 加碼 |
| Stokes Family Office, LLC | 64,675 | $867.3 萬 | 1.12% | +4,261+7.1% | 加碼 |
| Graypoint LLC | 64,657 | $867.0 萬 | 1.03% | −3,900−5.7% | 減碼 |
| Hyperion Capital Advisors LP | 64,624 | $866.6 萬 | 4.28% | 00.0% | 不變 |
| Farmers National Bank | 64,619 | $866.5 萬 | 3.09% | −250.0% | 減碼 |
| Stratos Wealth Advisors, LLC | 64,372 | $863.2 萬 | 0.72% | +33,504+108.5% | 加碼 |
| Fagan Associates, Inc. | 64,106 | $859.7 萬 | 2.29% | −59−0.1% | 減碼 |
| Bridgecreek Investment Management, LLC | 63,990 | $858.1 萬 | 1.92% | +250+0.4% | 加碼 |
| Ropes Wealth Advisors LLC | 63,946 | $857.5 萬 | 1.54% | +2,252+3.7% | 加碼 |
| Pioneer Trust Bank N A | 63,868 | $856.5 萬 | 2.60% | −2,025−3.1% | 減碼 |
| Camden National Bank | 63,828 | $856.0 萬 | 1.79% | +2,836+4.6% | 加碼 |
| Hoertkorn Richard Charles | 63,823 | $855.9 萬 | 4.54% | −1,000−1.5% | 減碼 |
| Inlet Private Wealth, LLC | 63,653 | $853.6 萬 | 2.26% | +1,693+2.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 63,604 | $852.9 萬 | 0.35% | −243,544−79.3% | 減碼 |
| Oak Harvest Investment Services | 63,580 | $852.6 萬 | 2.22% | −2,735−4.1% | 減碼 |
| Hills Bank & Trust Co | 63,529 | $851.9 萬 | 1.26% | −882−1.4% | 減碼 |
| BKD Wealth Advisors, LLC | 63,309 | $849.0 萬 | 0.30% | +1,389+2.2% | 加碼 |
| Wells Trecaso Financial Group, LLC | 63,227 | $847.9 萬 | 4.23% | +322+0.5% | 加碼 |
| D L Carlson Investment Group Inc | 63,149 | $846.8 萬 | 1.82% | −4,947−7.3% | 減碼 |
| Naples Global Advisors, LLC | 63,087 | $846.0 萬 | 1.08% | +2,295+3.8% | 加碼 |
| HighTower Trust Services, LTA | 63,864 | $845.9 萬 | 0.82% | −1,548−2.4% | 減碼 |
| International Assets Investment Management, LLC | 1,218,187 | $845.8 萬 | 0.87% | +1,218,187 | 新進 |
| Cypress Asset Management Inc | 62,644 | $840.8 萬 | 3.05% | −1,955−3.0% | 減碼 |
| Alerus Financial NA | 62,690 | $840.7 萬 | 0.77% | −627−1.0% | 減碼 |
| Journey Advisory Group, LLC | 62,687 | $840.6 萬 | 2.09% | +12,687+25.4% | 加碼 |
| Thoroughbred Financial Services, LLC | 62,672 | $840.4 萬 | 1.37% | +4,222+7.2% | 加碼 |
| Clough Capital Partners L P | 62,500 | $838.1 萬 | 0.85% | +62,500 | 新進 |
| One Capital Management, LLC | 62,385 | $836.6 萬 | 0.45% | −1,035−1.6% | 減碼 |
| Moody National Bank Trust Division | 62,015 | $831.6 萬 | 0.72% | −822−1.3% | 減碼 |
| Chicago Capital, LLC | 62,010 | $831.6 萬 | 0.46% | −397−0.6% | 減碼 |
| Baldwin Brothers Inc | 61,925 | $830.4 萬 | 0.75% | +382+0.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 61,800 | $828.7 萬 | 0.07% | −245,167−79.9% | 減碼 |
| Venator Management LLC | 61,775 | $828.4 萬 | 3.77% | +1,042+1.7% | 加碼 |
| North Star Asset Management Inc | 61,632 | $826.5 萬 | 0.51% | +3,838+6.6% | 加碼 |
| Carmel Capital Management L.L.C. | 61,573 | $825.7 萬 | 5.09% | +650+1.1% | 加碼 |
| Security Asset Management | 61,562 | $825.5 萬 | 4.58% | +2,126+3.6% | 加碼 |
| Buckingham Strategic Wealth, LLC | 61,215 | $820.9 萬 | 0.15% | −965−1.6% | 減碼 |
| Profund Advisors LLC | 60,840 | $815.9 萬 | 0.53% | +3,086+5.3% | 加碼 |
| Plimoth Trust Co LLC | 60,821 | $815.6 萬 | 2.63% | −1,903−3.0% | 減碼 |
| Fulton Bank, N.A. | 60,631 | $813.1 萬 | 0.46% | +3,314+5.8% | 加碼 |
| Old Second National Bank of Aurora | 60,538 | $811.8 萬 | 2.40% | −1,084−1.8% | 減碼 |
| Mark Stevens | 60,305 | $808.7 萬 | 1.06% | −1,676−2.7% | 減碼 |
| Edgar Lomax Co | 60,280 | $808.4 萬 | 0.49% | −565−0.9% | 減碼 |