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 |
|---|---|---|---|---|---|
| XML Financial, LLC | 60,211 | $807.4 萬 | 1.01% | +1,170+2.0% | 加碼 |
| Sigma Investment Counselors Inc | 60,171 | $806.9 萬 | 0.66% | −1,624−2.6% | 減碼 |
| Zuckerman Investment Group, LLC | 60,106 | $806.0 萬 | 1.27% | +914+1.5% | 加碼 |
| Citizens Business Bank | 60,092 | $805.8 萬 | 1.84% | −166−0.3% | 減碼 |
| Stoneridge Investment Partners LLC | 60,045 | $805.2 萬 | 4.44% | −12,967−17.8% | 減碼 |
| Live Oak Private Wealth LLC | 60,009 | $804.7 萬 | 1.66% | +878+1.5% | 加碼 |
| Nwi Management LP | 60,000 | $804.6 萬 | 1.88% | 00.0% | 不變 |
| Strategic Wealth Designers | 58,636 | $800.8 萬 | 1.85% | +7,453+14.6% | 加碼 |
| Ballentine Partners, LLC | 59,704 | $800.6 萬 | 0.24% | +7,775+15.0% | 加碼 |
| Stolper Co | 59,660 | $800.0 萬 | 3.51% | +1,875+3.2% | 加碼 |
| Walter & Keenan Financial Consulting Co | 59,625 | $799.6 萬 | 3.14% | +63+0.1% | 加碼 |
| Royal Fund Management, LLC | 59,542 | $798.5 萬 | 1.31% | +1,016+1.7% | 加碼 |
| Fulcrum Capital LLC | 59,536 | $798.4 萬 | 2.31% | +417+0.7% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 59,456 | $797.3 萬 | 0.59% | −1,305−2.1% | 減碼 |
| Bank of Hawaii | 59,309 | $795.3 萬 | 0.49% | +311+0.5% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 59,266 | $794.8 萬 | 0.05% | −279,874−82.5% | 減碼 |
| Sarasin & Partners LLP | 59,145 | $793.1 萬 | 0.10% | −2,916−4.7% | 減碼 |
| Douglass Winthrop Advisors, LLC | 58,991 | $791.1 萬 | 0.22% | −3,794−6.0% | 減碼 |
| Lynch & Associates | 58,964 | $790.7 萬 | 2.07% | +576+1.0% | 加碼 |
| Sumitomo Life Insurance Co | 58,881 | $789.6 萬 | 0.58% | −560−0.9% | 減碼 |
| Gifford Fong Associates | 58,800 | $788.5 萬 | 1.81% | 00.0% | 不變 |
| Power Corp of Canada | 58,785 | $788.3 萬 | 1.42% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 58,765 | $788.0 萬 | 0.67% | −250−0.4% | 減碼 |
| Burney Co | 58,695 | $787.1 萬 | 0.40% | +35,174+149.5% | 加碼 |
| Perennial Advisors, LLC | 58,637 | $786.3 萬 | 2.50% | −1,873−3.1% | 減碼 |
| Hartford Financial Management Inc. | 58,607 | $785.9 萬 | 2.08% | −1,991−3.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 58,285 | $781.6 萬 | 0.55% | −3,001−4.9% | 減碼 |
| Barometer Capital Management Inc. | 58,638 | $780.6 萬 | 2.30% | +58,638 | 新進 |
| Boyar Asset Management Inc. | 58,186 | $780.3 萬 | 6.36% | −1,967−3.3% | 減碼 |
| Signaturefd, LLC | 58,099 | $779.1 萬 | 0.23% | +4,678+8.8% | 加碼 |
| Stamos Capital Partners, L.P. | 57,930 | $776.8 萬 | 2.46% | −34,990−37.7% | 減碼 |
| Toroso Investments, LLC | 57,837 | $775.6 萬 | 0.30% | +9,986+20.9% | 加碼 |
| Arrow Financial Corp | 57,521 | $771.4 萬 | 1.05% | −140−0.2% | 減碼 |
| Apriem Advisors | 57,450 | $770.4 萬 | 1.34% | +95+0.2% | 加碼 |
| Rocky Mountain Advisers, LLC | 57,440 | $770.3 萬 | 4.27% | −76−0.1% | 減碼 |
| Miracle Mile Advisors, LLC | 57,341 | $768.9 萬 | 0.26% | +3,244+6.0% | 加碼 |
| Paradiem, LLC | 57,266 | $767.9 萬 | 2.84% | 00.0% | 不變 |
| Harvey Capital Management Inc | 57,252 | $767.7 萬 | 3.22% | −600−1.0% | 減碼 |
| Cutler Group LP | 57,211 | $767.1 萬 | 0.94% | −18,067−24.0% | 減碼 |
| Princeton Global Asset Management LLC | 57,196 | $767.0 萬 | 2.48% | −484−0.8% | 減碼 |
| Cyrus J. Lawrence, LLC | 57,134 | $766.1 萬 | 2.29% | −354−0.6% | 減碼 |
| Mengis Capital Management, Inc. | 57,073 | $765.3 萬 | 1.67% | −42−0.1% | 減碼 |
| Family Capital Trust Co | 56,950 | $763.7 萬 | 3.10% | −67−0.1% | 減碼 |
| Independent Investors Inc | 56,949 | $763.7 萬 | 2.13% | −2,200−3.7% | 減碼 |
| Dorchester Wealth Management Co | 56,885 | $762.8 萬 | 1.81% | −8,218−12.6% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 56,738 | $760.9 萬 | 0.09% | −829−1.4% | 減碼 |
| First Western Trust Bank | 56,628 | $759.4 萬 | 0.44% | +1,753+3.2% | 加碼 |
| St Germain D J Co Inc | 260,594 | $756.9 萬 | 2.54% | +60,326+30.1% | 加碼 |
| Mirador Capital Partners LP | 56,253 | $754.3 萬 | 1.78% | −530−0.9% | 減碼 |
| Boyer & Corporon Wealth Management, LLC | 55,977 | $750.7 萬 | 2.47% | +280+0.5% | 加碼 |
| Martin Capital Partners, LLC | 55,975 | $750.6 萬 | 3.10% | +348+0.6% | 加碼 |
| Fundamentun, LLC | 55,861 | $749.1 萬 | 1.34% | +542+1.0% | 加碼 |
| Autus Asset Management, LLC | 55,622 | $745.9 萬 | 1.34% | −180−0.3% | 減碼 |
| Veriti Management LLC | 55,581 | $745.3 萬 | 0.99% | +3,812+7.4% | 加碼 |
| Rench Wealth Management, Inc. | 55,542 | $744.8 萬 | 3.79% | +597+1.1% | 加碼 |
| Wealth Advisory Solutions, LLC | 55,523 | $744.6 萬 | 2.00% | +508+0.9% | 加碼 |
| Pine Ridge Advisers LLC | 55,500 | $744.3 萬 | 1.97% | 00.0% | 不變 |
| M&R Capital Management Inc | 55,469 | $743.8 萬 | 2.05% | +107+0.2% | 加碼 |
| AMG National Trust Bank | 55,238 | $740.7 萬 | 0.27% | −13,715−19.9% | 減碼 |
| McGinn Investment Management, Inc. | 55,153 | $739.6 萬 | 5.32% | −580−1.0% | 減碼 |
| Sompo Asset Management Co., Ltd. | 55,140 | $739.4 萬 | 1.69% | +1,030+1.9% | 加碼 |
| Ballast Advisors LLC | 55,115 | $739.1 萬 | 3.24% | +1,506+2.8% | 加碼 |
| Pittenger & Anderson Inc | 55,043 | $738.1 萬 | 0.41% | +1,781+3.3% | 加碼 |
| Wright Investors Service Inc | 54,863 | $735.7 萬 | 2.11% | +6,872+14.3% | 加碼 |
| Radnor Capital Management, LLC | 54,805 | $734.8 萬 | 1.80% | +865+1.6% | 加碼 |
| Geneos Wealth Management Inc. | 54,794 | $734.8 萬 | 0.45% | −7,886−12.6% | 減碼 |
| Compass Wealth Management LLC | 54,747 | $734.2 萬 | 2.41% | +54,747 | 新進 |
| First Hawaiian Bank | 54,579 | $731.9 萬 | 0.26% | +1,685+3.2% | 加碼 |
| Next Level Private LLC | 53,218 | $731.1 萬 | 5.38% | +660+1.3% | 加碼 |
| Bray Capital Advisors | 54,412 | $729.7 萬 | 2.27% | −1,390−2.5% | 減碼 |
| Investment Management of Virginia LLC | 54,399 | $729.5 萬 | 1.43% | −168−0.3% | 減碼 |
| Nations Financial Group Inc, | 54,386 | $729.3 萬 | 0.82% | +34,262+170.3% | 加碼 |
| Saber Capital Managment, LLC | 54,308 | $728.3 萬 | 7.96% | +92+0.2% | 加碼 |
| Private Advisor Group, LLC | 301,802 | $727.6 萬 | 0.37% | +856+0.3% | 加碼 |
| Capstone Financial Advisors, Inc. | 54,145 | $726.1 萬 | 0.61% | +300+0.6% | 加碼 |
| Cutler Investment Counsel LLC | 54,081 | $725.2 萬 | 1.11% | −2,277−4.0% | 減碼 |
| EULAV Asset Management | 54,025 | $724.5 萬 | 0.31% | −20,975−28.0% | 減碼 |
| Cardinal Capital Management | 53,928 | $723.2 萬 | 1.54% | +399+0.7% | 加碼 |
| Terry L. Blaker | 53,915 | $723.0 萬 | 0.66% | −5,457−9.2% | 減碼 |
| Pacific Global Investment Management CO | 53,808 | $721.6 萬 | 1.60% | +500+0.9% | 加碼 |
| Vestor Capital, LLC | 53,739 | $720.6 萬 | 0.87% | −1,428−2.6% | 減碼 |
| Lakeview Capital Partners, LLC | 51,763 | $720.2 萬 | 2.30% | −573−1.1% | 減碼 |
| Merit Financial Group, LLC | 53,682 | $719.9 萬 | 0.26% | +5,978+12.5% | 加碼 |
| Semmax Financial Advisors Inc. | 50,725 | $719.3 萬 | 2.87% | +248+0.5% | 加碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 51,480 | $718.8 萬 | 1.49% | +40,266+359.1% | 加碼 |
| FDx Advisors, Inc. | 53,587 | $718.6 萬 | 0.31% | +3,169+6.3% | 加碼 |
| EagleClaw Capital Managment, LLC | 53,512 | $717.6 萬 | 1.74% | +1,340+2.6% | 加碼 |
| River Wealth Advisors LLC | 53,410 | $716.2 萬 | 1.38% | −816−1.5% | 減碼 |
| Harrell Investment Partners, LLC | 52,958 | $710.2 萬 | 2.79% | +2,414+4.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 52,941 | $709.9 萬 | 0.44% | −7,108−11.8% | 減碼 |
| HGK Asset Management Inc | 52,934 | $709.8 萬 | 2.42% | +225+0.4% | 加碼 |
| Redmond Asset Management, LLC | 52,865 | $708.9 萬 | 2.55% | −369−0.7% | 減碼 |
| Money Concepts Capital Corp | 52,791 | $707.9 萬 | 0.32% | +24,688+87.8% | 加碼 |
| KG&L Capital Management,LLC | 52,708 | $706.8 萬 | 4.09% | −2,844−5.1% | 減碼 |
| Quantitative Investment Management, LLC | 52,675 | $706.3 萬 | 1.34% | +39,179+290.3% | 加碼 |
| WealthPLAN Partners, LLC | 49,321 | $706.3 萬 | 0.49% | +49,321 | 新進 |
| PFG Advisors | 52,630 | $705.8 萬 | 0.69% | +5,289+11.2% | 加碼 |
| Cyndeo Wealth Partners, LLC | 52,528 | $704.4 萬 | 0.83% | +52,528 | 新進 |
| Clear Harbor Asset Management, LLC | 52,523 | $704.3 萬 | 0.88% | +249+0.5% | 加碼 |
| Windward Capital Management Co | 52,524 | $704.3 萬 | 0.76% | −297−0.6% | 減碼 |