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 |
|---|---|---|---|---|---|
| First Interstate Bank | 52,458 | $703.5 萬 | 0.52% | −2,059−3.8% | 減碼 |
| WealthPlan Investment Management, LLC | 49,321 | $703.2 萬 | 0.49% | −6,152−11.1% | 減碼 |
| Red Door Wealth Management, LLC | 52,270 | $700.9 萬 | 2.30% | +3,197+6.5% | 加碼 |
| Marietta Wealth Management, LLC | 52,140 | $699.2 萬 | 1.58% | +5,785+12.5% | 加碼 |
| Stony Point Wealth Management Inc. | 51,803 | $694.7 萬 | 3.84% | +4,555+9.6% | 加碼 |
| American Trust | 51,590 | $691.8 萬 | 0.64% | −477−0.9% | 減碼 |
| Davis-Rea Ltd. | 65,176 | $690.4 萬 | 4.32% | −890−1.3% | 減碼 |
| Foster & Motley Inc | 51,431 | $689.7 萬 | 0.59% | −920−1.8% | 減碼 |
| Meritage Portfolio Management | 51,427 | $689.6 萬 | 0.54% | +10,510+25.7% | 加碼 |
| Bridge Creek Capital Management LLC | 51,355 | $688.7 萬 | 2.69% | +240+0.5% | 加碼 |
| Harbor Investment Advisory, LLC | 51,167 | $686.2 萬 | 1.07% | −1,574−3.0% | 減碼 |
| Orion Portfolio Solutions, LLC | 51,160 | $686.1 萬 | 0.24% | +12,244+31.5% | 加碼 |
| American Money Management, LLC | 51,087 | $685.1 萬 | 1.95% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 50,886 | $682.3 萬 | 0.74% | −439−0.9% | 減碼 |
| Gibraltar Capital Management, Inc. | 50,855 | $682.0 萬 | 3.23% | +144+0.3% | 加碼 |
| Baker Ellis Asset Management LLC | 50,853 | $681.9 萬 | 1.32% | +2,510+5.2% | 加碼 |
| Avitas Wealth Management LLC | 50,737 | $680.4 萬 | 1.44% | −245−0.5% | 減碼 |
| Schulhoff & Co Inc | 50,584 | $678.3 萬 | 3.12% | −635−1.2% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 50,560 | $678.0 萬 | 1.70% | −80.0% | 減碼 |
| Vident Investment Advisory, LLC | 50,549 | $677.9 萬 | 0.26% | +1,533+3.1% | 加碼 |
| QV Investors Inc. | 50,460 | $676.7 萬 | 0.65% | +9,460+23.1% | 加碼 |
| IHT Wealth Management, LLC | 50,395 | $675.8 萬 | 0.43% | +42+0.1% | 加碼 |
| Bangor Savings Bank | 50,389 | $675.7 萬 | 0.81% | −4,714−8.6% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 50,437 | $674.0 萬 | 1.57% | −15,400−23.4% | 減碼 |
| Aviance Capital Partners, LLC | 50,206 | $673.3 萬 | 1.57% | +859+1.7% | 加碼 |
| EFG Asset Management (Americas) Corp. | 50,191 | $673.1 萬 | 1.67% | −1,429−2.8% | 減碼 |
| McRae Capital Management Inc | 50,141 | $672.4 萬 | 1.97% | −375−0.7% | 減碼 |
| Garland Capital Management Inc | 50,070 | $671.4 萬 | 4.38% | +1,600+3.3% | 加碼 |
| Brave Asset Management Inc | 50,009 | $670.6 萬 | 2.28% | +703+1.4% | 加碼 |
| Frisch Financial Group, Inc. | 49,962 | $670.0 萬 | 2.51% | +1,224+2.5% | 加碼 |
| Smithbridge Asset Management Inc | 49,841 | $668.4 萬 | 1.78% | +3,195+6.8% | 加碼 |
| Baldwin Investment Management, LLC | 49,817 | $668.0 萬 | 1.21% | +446+0.9% | 加碼 |
| Shorepoint Capital Partners LLC | 49,741 | $667.0 萬 | 1.85% | +3,874+8.4% | 加碼 |
| Sargent Bickham Lagudis LLC | 49,630 | $665.5 萬 | 0.55% | −116−0.2% | 減碼 |
| Whalerock Point Partners, LLC | 49,629 | $665.5 萬 | 2.71% | +1,352+2.8% | 加碼 |
| Covington Investment Advisors Inc. | 49,493 | $663.7 萬 | 1.59% | −1,952−3.8% | 減碼 |
| Institutional & Family Asset Management, LLC | 49,335 | $661.6 萬 | 1.11% | −403−0.8% | 減碼 |
| Procyon Private Wealth Partners, LLC | 49,285 | $660.9 萬 | 1.21% | +10,493+27.0% | 加碼 |
| GDS Wealth Management | 49,196 | $659.7 萬 | 1.26% | +291+0.6% | 加碼 |
| Wintrust Investments LLC | 49,137 | $658.9 萬 | 0.86% | +1,336+2.8% | 加碼 |
| Pacer Advisors, Inc. | 48,904 | $655.8 萬 | 0.03% | +42,925+717.9% | 加碼 |
| DuPont Capital Management Corp | 48,886 | $655.6 萬 | 0.31% | +13,179+36.9% | 加碼 |
| Goelzer Investment Management, Inc. | 48,876 | $655.4 萬 | 0.56% | −442−0.9% | 減碼 |
| Adalta Capital Management LLC | 48,599 | $651.7 萬 | 4.60% | 00.0% | 不變 |
| Roundview Capital LLC | 48,582 | $651.5 萬 | 0.74% | −1,950−3.9% | 減碼 |
| Elk River Wealth Management, LLC | 48,580 | $651.5 萬 | 1.58% | −168−0.3% | 減碼 |
| Commonwealth Retirement Investments LLC | 48,578 | $651.4 萬 | 3.95% | +48,578 | 新進 |
| Kinneret Advisory, LLC | 48,570 | $651.3 萬 | 0.86% | +9,138+23.2% | 加碼 |
| Global Retirement Partners, LLC | 48,524 | $650.7 萬 | 0.45% | +3,275+7.2% | 加碼 |
| Summit Global Investments | 48,295 | $647.6 萬 | 0.55% | +9,325+23.9% | 加碼 |
| Soltis Investment Advisors LLC | 48,132 | $645.4 萬 | 0.85% | +7,767+19.2% | 加碼 |
| Meridian Wealth Advisors, LLC | 47,994 | $643.6 萬 | 1.66% | +3,160+7.0% | 加碼 |
| Exchange Traded Concepts, LLC | 47,992 | $643.6 萬 | 0.18% | −1,814−3.6% | 減碼 |
| Wittenberg Investment Management, Inc. | 47,957 | $643.1 萬 | 2.62% | −225−0.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 47,880 | $642.1 萬 | 0.50% | +4,802+11.1% | 加碼 |
| McKinley Capital Management LLC /Delaware | 47,670 | $639.3 萬 | 0.86% | 00.0% | 不變 |
| Dana Investment Advisors, Inc. | 47,407 | $635.7 萬 | 0.33% | −2,585−5.2% | 減碼 |
| Community Bank & Trust, Waco, Texas | 47,273 | $634.0 萬 | 2.07% | +920+2.0% | 加碼 |
| Financial Partners Group, LLC | 47,258 | $633.7 萬 | 3.74% | +47,258 | 新進 |
| Cornerstone Wealth Group, LLC | 47,249 | $633.6 萬 | 1.20% | +1,935+4.3% | 加碼 |
| Harbour Capital Advisors, LLC | 46,855 | $633.1 萬 | 2.13% | −1,458−3.0% | 減碼 |
| Souders Financial Advisors | 47,189 | $632.8 萬 | 1.45% | +619+1.3% | 加碼 |
| Ami Investment Management Inc | 47,011 | $630.4 萬 | 3.26% | −3,244−6.5% | 減碼 |
| LMR Partners LLP | 46,978 | $630.0 萬 | 0.15% | +46,978 | 新進 |
| Wellington Shields & Co., LLC | 46,858 | $628.4 萬 | 1.43% | −982−2.1% | 減碼 |
| Ascent Wealth Partners, LLC | 46,842 | $628.2 萬 | 1.35% | −509−1.1% | 減碼 |
| Equitable Trust Co | 46,748 | $626.9 萬 | 0.49% | +11,937+34.3% | 加碼 |
| Brown Miller Wealth Management, LLC | 46,714 | $626.4 萬 | 3.96% | +648+1.4% | 加碼 |
| Asset Planning Services Inc | 46,632 | $625.3 萬 | 3.96% | +100+0.2% | 加碼 |
| Meeder Advisory Services, Inc. | 46,566 | $624.4 萬 | 0.79% | +46,566 | 新進 |
| LVW Advisors, LLC | 46,512 | $623.7 萬 | 1.31% | +837+1.8% | 加碼 |
| Beacon Financial Group | 46,135 | $622.8 萬 | 0.85% | −1,280−2.7% | 減碼 |
| Citizens National Bank Trust Department | 46,298 | $620.9 萬 | 1.75% | −1,155−2.4% | 減碼 |
| Gamble Jones Investment Counsel | 46,291 | $620.8 萬 | 0.47% | +377+0.8% | 加碼 |
| Nomura Holdings Inc | 47,013 | $620.0 萬 | 0.06% | +13,245+39.2% | 加碼 |
| Jacobi Capital Management LLC | 46,138 | $618.7 萬 | 0.77% | +664+1.5% | 加碼 |
| McDonald Partners LLC | 46,100 | $618.2 萬 | 2.11% | +4,397+10.5% | 加碼 |
| Davy Global Fund Management Ltd | 45,978 | $616.6 萬 | 1.26% | −544−1.2% | 減碼 |
| Duncker Streett & Co Inc | 45,937 | $616.0 萬 | 1.49% | +10,010+27.9% | 加碼 |
| Parthenon LLC | 45,811 | $614.3 萬 | 1.01% | −350−0.8% | 減碼 |
| WESPAC Advisors SoCal, LLC | 45,613 | $611.7 萬 | 2.27% | +344+0.8% | 加碼 |
| Patient Capital Management, LLC | 45,500 | $610.2 萬 | 2.99% | +1,050+2.4% | 加碼 |
| SevenBridge Financial Group, LLC | 45,465 | $609.7 萬 | 1.78% | +1,174+2.7% | 加碼 |
| Highlander Partners, L.P. | 45,400 | $608.8 萬 | 8.25% | 00.0% | 不變 |
| Ipswich Investment Management Co., Inc. | 45,362 | $608.3 萬 | 1.74% | −1,675−3.6% | 減碼 |
| Alpha Omega Wealth Management LLC | 45,344 | $608.1 萬 | 1.08% | +26+0.1% | 加碼 |
| Granite Investment Partners, LLC | 45,223 | $606.4 萬 | 0.25% | +2,974+7.0% | 加碼 |
| Stokes Capital Advisors, LLC | 45,222 | $606.4 萬 | 2.09% | +95+0.2% | 加碼 |
| Interval Partners, LP | 45,206 | $606.2 萬 | 0.49% | −250,175−84.7% | 減碼 |
| Northwest Bancshares, Inc. | 45,200 | $606.1 萬 | 1.22% | +3,023+7.2% | 加碼 |
| Canal Capital Management, LLC | 45,182 | $605.9 萬 | 1.47% | +1,628+3.7% | 加碼 |
| Principal Street Partners, LLC | 45,068 | $604.4 萬 | 1.52% | −650−1.4% | 減碼 |
| Intrust Bank NA | 44,916 | $602.3 萬 | 0.84% | +3,112+7.4% | 加碼 |
| BDO Wealth Advisors, LLC | 44,882 | $601.9 萬 | 0.75% | +814+1.8% | 加碼 |
| American National Bank | 44,839 | $601.3 萬 | 1.23% | +737+1.7% | 加碼 |
| Selway Asset Management | 44,797 | $600.7 萬 | 3.18% | +1,000+2.3% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 44,616 | $598.3 萬 | 7.29% | +1,177+2.7% | 加碼 |
| Strategic Advisors LLC | 44,584 | $597.9 萬 | 1.33% | −201−0.4% | 減碼 |
| Premier Fund Managers Ltd | 44,578 | $593.8 萬 | 0.23% | +40,606+1,022.3% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 44,250 | $593.4 萬 | 1.67% | −1,378−3.0% | 減碼 |