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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 38,177 | $512.0 萬 | 1.10% | +1,881+5.2% | 加碼 |
| R.m.sincerbeaux Capital Management LLC | 37,890 | $508.1 萬 | 3.61% | 00.0% | 不變 |
| Sandhill Capital Partners LLC | 37,843 | $507.5 萬 | 0.54% | −696−1.8% | 減碼 |
| Arete Wealth Advisors, LLC | 37,838 | $507.4 萬 | 0.45% | +1,442+4.0% | 加碼 |
| Excalibur Management Corp | 37,826 | $507.2 萬 | 2.65% | +140.0% | 加碼 |
| Founders Capital Management | 37,821 | $507.2 萬 | 3.81% | +67+0.2% | 加碼 |
| Roberts Wealth Advisors, LLC | 37,536 | $507.2 萬 | 2.45% | +1,055+2.9% | 加碼 |
| Harbor Advisory Corp | 37,665 | $505.1 萬 | 2.06% | −5,113−12.0% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 37,571 | $503.8 萬 | 0.52% | −998−2.6% | 減碼 |
| Claro Advisors LLC | 37,557 | $503.6 萬 | 1.65% | +8,150+27.7% | 加碼 |
| MSD Partners, L.P. | 37,500 | $502.9 萬 | 0.58% | 00.0% | 不變 |
| ARGI Investment Services, LLC | 37,370 | $501.1 萬 | 0.16% | +1,434+4.0% | 加碼 |
| Sawtooth Solutions, LLC | 37,207 | $498.9 萬 | 0.68% | +3,513+10.4% | 加碼 |
| Hilltop Holdings Inc. | 37,091 | $497.4 萬 | 0.65% | +8,893+31.5% | 加碼 |
| Legacy Trust | 36,932 | $495.3 萬 | 1.53% | +36,932 | 新進 |
| Schmidt P J Investment Management Inc | 36,865 | $494.4 萬 | 1.12% | −65−0.2% | 減碼 |
| Systematic Alpha Investments, LLC | 36,804 | $493.5 萬 | 0.25% | 00.0% | 不變 |
| Charles Carroll Financial Partners, LLC | 36,795 | $493.4 萬 | 7.63% | −1,930−5.0% | 減碼 |
| Horan Capital Advisors, LLC. | 36,775 | $493.2 萬 | 2.16% | −987−2.6% | 減碼 |
| Weil Company, Inc. | 36,675 | $491.8 萬 | 2.24% | +6,812+22.8% | 加碼 |
| DF Dent & Co Inc | 36,633 | $491.2 萬 | 0.07% | +856+2.4% | 加碼 |
| Sitrin Capital Management LLC | 36,481 | $489.2 萬 | 3.12% | −1,618−4.2% | 減碼 |
| Univest Financial Corp | 36,432 | $488.6 萬 | 1.54% | −3,622−9.0% | 減碼 |
| Colonial Trust Co | 36,421 | $488.4 萬 | 1.33% | −2,165−5.6% | 減碼 |
| Coerente Capital Management | 36,424 | $488.4 萬 | 1.08% | +200+0.6% | 加碼 |
| Walleye Capital LLC | 36,359 | $487.6 萬 | 0.11% | −26,334−42.0% | 減碼 |
| Bessemer Securities LLC | 36,329 | $487.2 萬 | 2.18% | 00.0% | 不變 |
| Cigna Investments Inc | 36,221 | $485.7 萬 | 1.02% | +98+0.3% | 加碼 |
| Comerica Securities,inc. | 36,156 | $484.9 萬 | 0.35% | +1,498+4.3% | 加碼 |
| Pathway Financial Advisers, LLC | 36,141 | $484.7 萬 | 1.96% | +36,141 | 新進 |
| Greenline Partners, LLC | 36,144 | $484.7 萬 | 0.96% | −7,138−16.5% | 減碼 |
| Varma Mutual Pension Insurance Co | 36,125 | $484.4 萬 | 0.07% | 00.0% | 不變 |
| Parkwood LLC | 36,123 | $484.4 萬 | 0.99% | −8,919−19.8% | 減碼 |
| Boston Research & Management Inc | 36,101 | $484.1 萬 | 1.50% | −1,417−3.8% | 減碼 |
| Chemistry Wealth Management LLC | 36,041 | $483.3 萬 | 1.88% | −632−1.7% | 減碼 |
| Bridgewater Advisors Inc. | 36,030 | $483.2 萬 | 1.17% | −6,872−16.0% | 減碼 |
| Fairfield, Bush & Co. | 36,024 | $483.1 萬 | 3.19% | −1,316−3.5% | 減碼 |
| NEIRG Wealth Management, LLC | 36,016 | $483.0 萬 | 0.91% | −724−2.0% | 減碼 |
| Security National Bank | 36,006 | $482.8 萬 | 1.30% | +24+0.1% | 加碼 |
| K.J. Harrison & Partners Inc | 26,531 | $481.9 萬 | 0.94% | −274−1.0% | 減碼 |
| Crystal Rock Capital Management | 35,843 | $480.7 萬 | 4.14% | +29,208+440.2% | 加碼 |
| Baugh & Associates, LLC | 35,816 | $480.3 萬 | 3.11% | −46−0.1% | 減碼 |
| Essex LLC | 35,701 | $478.8 萬 | 1.45% | +1,055+3.0% | 加碼 |
| Exchange Capital Management, Inc. | 35,675 | $478.4 萬 | 1.05% | −442−1.2% | 減碼 |
| Foundations Investment Advisors, LLC | 35,610 | $477.5 萬 | 0.19% | +18,218+104.7% | 加碼 |
| Connable Office Inc | 35,604 | $477.4 萬 | 0.68% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 35,417 | $474.9 萬 | 0.39% | −330−0.9% | 減碼 |
| Baker Tilly Wealth Management, LLC | 35,383 | $474.5 萬 | 0.58% | +8,304+30.7% | 加碼 |
| Capital Insight Partners, LLC | 35,247 | $472.7 萬 | 1.23% | +2,168+6.6% | 加碼 |
| Dean Investment Associates, LLC | 35,085 | $470.5 萬 | 0.80% | +5,860+20.1% | 加碼 |
| Chemung Canal Trust Co | 34,929 | $468.4 萬 | 1.07% | −1,387−3.8% | 減碼 |
| Brick & Kyle, Associates | 34,889 | $467.9 萬 | 2.72% | −455−1.3% | 減碼 |
| Monetary Management Group Inc | 34,819 | $466.9 萬 | 1.46% | −5,160−12.9% | 減碼 |
| Townsend Asset Management Corp | 34,810 | $466.8 萬 | 2.34% | +3,147+9.9% | 加碼 |
| First Personal Financial Services | 34,796 | $466.6 萬 | 1.26% | −79−0.2% | 減碼 |
| Parcion Private Wealth LLC | 34,788 | $466.5 萬 | 0.51% | +1,169+3.5% | 加碼 |
| Argent Advisors, Inc. | 34,668 | $464.9 萬 | 2.40% | +218+0.6% | 加碼 |
| Family Management Corp | 34,623 | $464.3 萬 | 1.13% | −94−0.3% | 減碼 |
| Augustine Asset Management Inc | 34,600 | $464.0 萬 | 2.56% | −948−2.7% | 減碼 |
| AFS Financial Group, LLC | 34,575 | $463.6 萬 | 3.30% | +34,575 | 新進 |
| Ascent Group, LLC | 34,546 | $463.3 萬 | 0.55% | +1,421+4.3% | 加碼 |
| Centaurus Financial, Inc. | 34,485 | $462.4 萬 | 0.43% | −8,876−20.5% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 34,469 | $462.2 萬 | 3.60% | −170−0.5% | 減碼 |
| Grandfield & Dodd, LLC | 34,464 | $462.2 萬 | 0.34% | −112−0.3% | 減碼 |
| Leonteq Securities AG | 34,455 | $462.0 萬 | 0.24% | −206,076−85.7% | 減碼 |
| Blume Capital Management, Inc. | 34,427 | $461.7 萬 | 1.56% | +9,650+38.9% | 加碼 |
| Shelton Capital Management | 34,400 | $461.3 萬 | 0.49% | −37,111−51.9% | 減碼 |
| Family Legacy, Inc. | 33,065 | $460.0 萬 | 2.01% | +584+1.8% | 加碼 |
| Laffer Tengler Investments | 34,294 | $459.9 萬 | 1.32% | +5,270+18.2% | 加碼 |
| Hixon Zuercher, LLC | 34,276 | $459.6 萬 | 2.83% | +264+0.8% | 加碼 |
| Eagle Asset Management Inc | 34,009 | $459.5 萬 | 0.03% | −854−2.4% | 減碼 |
| Hodges Capital Management Inc. | 34,155 | $458.0 萬 | 0.40% | +7,554+28.4% | 加碼 |
| Cary Street Partners Asset Management LLC | 34,127 | $457.6 萬 | 0.93% | +1,486+4.6% | 加碼 |
| RFG Advisory, LLC | 32,413 | $457.3 萬 | 0.23% | −3,510−9.8% | 減碼 |
| Bank of New Hampshire | 34,013 | $456.1 萬 | 1.37% | −1,820−5.1% | 減碼 |
| Aureus Asset Management, LLC | 33,997 | $455.9 萬 | 0.39% | −1,167−3.3% | 減碼 |
| Annex Advisory Services, LLC | 33,937 | $455.1 萬 | 0.26% | +667+2.0% | 加碼 |
| TFG Advisers LLC | 33,920 | $454.9 萬 | 2.33% | −147−0.4% | 減碼 |
| Buckhead Capital Management LLC | 33,912 | $454.8 萬 | 1.10% | −1,082−3.1% | 減碼 |
| Dividend Assets Capital, LLC | 33,911 | $454.7 萬 | 0.97% | +132+0.4% | 加碼 |
| Paradigm Financial Partners, LLC | 32,938 | $454.3 萬 | 1.32% | +1,233+3.9% | 加碼 |
| Meridian Management Co | 33,874 | $454.3 萬 | 1.66% | +63+0.2% | 加碼 |
| Capital Asset Advisory Services LLC | 33,556 | $453.4 萬 | 0.36% | +1,436+4.5% | 加碼 |
| SeaCrest Wealth Management, LLC | 33,794 | $453.2 萬 | 0.65% | +692+2.1% | 加碼 |
| SOL Capital Management CO | 33,732 | $452.3 萬 | 0.80% | +25+0.1% | 加碼 |
| Laidlaw Wealth Management LLC | 33,719 | $452.2 萬 | 0.97% | +634+1.9% | 加碼 |
| Wasatch Advisors Inc | 33,709 | $452.0 萬 | 0.03% | −2,000−5.6% | 減碼 |
| Capital Investment Advisory Services, LLC | 33,657 | $451.3 萬 | 0.54% | −2,312−6.4% | 減碼 |
| AdvisorNet Financial, Inc | 33,654 | $451.3 萬 | 0.44% | −1,919−5.4% | 減碼 |
| BOK Financial Private Wealth, Inc. | 33,543 | $449.8 萬 | 0.37% | −774−2.3% | 減碼 |
| Ahl Investment Management, Inc. | 33,414 | $448.1 萬 | 4.16% | −265−0.8% | 減碼 |
| Globeflex Capital L P | 33,400 | $447.9 萬 | 0.57% | +33,400 | 新進 |
| V Wealth Advisors LLC | 33,399 | $447.9 萬 | 0.93% | +7,189+27.4% | 加碼 |
| Exencial Wealth Advisors, LLC | 33,374 | $447.5 萬 | 0.24% | +1,015+3.1% | 加碼 |
| E&G Advisors, LP | 33,326 | $446.9 萬 | 1.68% | −650−1.9% | 減碼 |
| MidWestOne Financial Group, Inc. | 33,319 | $446.8 萬 | 1.05% | −3,121−8.6% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 33,311 | $446.7 萬 | 2.46% | +734+2.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 33,298 | $446.5 萬 | 0.34% | +1,484+4.7% | 加碼 |
| Trust Asset Management LLC | 33,258 | $446.0 萬 | 0.56% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 33,241 | $445.8 萬 | 1.51% | −284−0.8% | 減碼 |