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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 33,240 | $445.8 萬 | 0.54% | −1,254−3.6% | 減碼 |
| PDS Planning, Inc | 33,144 | $444.5 萬 | 0.71% | +514+1.6% | 加碼 |
| Washington Trust Advisors, Inc. | 33,121 | $444.2 萬 | 0.49% | −1,943−5.5% | 減碼 |
| Valley National Advisers Inc | 31,788 | $443.8 萬 | 0.80% | +6,034+23.4% | 加碼 |
| Broadleaf Partners, LLC | 33,053 | $443.2 萬 | 1.75% | +33,053 | 新進 |
| Consolidated Planning Corp | 33,019 | $442.8 萬 | 1.23% | +1,663+5.3% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $442.5 萬 | 1.38% | 00.0% | 不變 |
| Marcum Wealth, LLC | 32,989 | $442.4 萬 | 0.59% | +373+1.1% | 加碼 |
| Waldron Private Wealth LLC | 42,328 | $442.3 萬 | 0.27% | 00.0% | 不變 |
| Abbot Financial Management, Inc. | 32,982 | $442.3 萬 | 3.03% | −1,369−4.0% | 減碼 |
| Redwood Investments, LLC | 32,936 | $441.7 萬 | 0.59% | +232+0.7% | 加碼 |
| RBA Wealth Management, LLC | 32,930 | $441.6 萬 | 2.32% | +1,098+3.4% | 加碼 |
| Lake Street Financial LLC | 32,911 | $441.3 萬 | 0.91% | +32,911 | 新進 |
| Huber Capital Management LLC | 32,883 | $441.0 萬 | 1.11% | −5,000−13.2% | 減碼 |
| NTV Asset Management LLC | 32,853 | $440.6 萬 | 0.87% | −593−1.8% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 32,795 | $439.8 萬 | 0.06% | +900+2.8% | 加碼 |
| Romano Brothers and Company | 32,742 | $439.1 萬 | 0.67% | +587+1.8% | 加碼 |
| Lincoln Capital LLC | 32,699 | $438.5 萬 | 1.26% | −534−1.6% | 減碼 |
| Qtron Investments LLC | 32,661 | $438.0 萬 | 0.92% | +10,136+45.0% | 加碼 |
| Baader Bank INC | 32,511 | $436.0 萬 | 0.40% | −4,814−12.9% | 減碼 |
| Bogart Wealth, LLC | 32,495 | $435.8 萬 | 0.30% | −4,044−11.1% | 減碼 |
| Brooks, Moore & Associates, Inc. | 32,377 | $434.2 萬 | 3.17% | +1,198+3.8% | 加碼 |
| Strategic Blueprint, LLC | 32,336 | $433.6 萬 | 0.50% | +1,092+3.5% | 加碼 |
| apricus wealth, LLC | 32,330 | $433.5 萬 | 3.95% | −221−0.7% | 減碼 |
| Goodman Advisory Group, LLC | 32,288 | $433.0 萬 | 2.52% | +32,195+34,618.3% | 加碼 |
| Fund Management at Engine No. 1 LLC | 32,289 | $433.0 萬 | 1.06% | +4,093+14.5% | 加碼 |
| Koshinski Asset Management, Inc. | 32,214 | $432.0 萬 | 0.42% | +4,076+14.5% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 32,206 | $431.9 萬 | 1.19% | +233+0.7% | 加碼 |
| Monarch Capital Management Inc | 32,171 | $431.4 萬 | 1.32% | −1,057−3.2% | 減碼 |
| Lindbrook Capital, LLC | 32,088 | $430.3 萬 | 0.53% | +2,400+8.1% | 加碼 |
| Lafayette Investments, Inc. | 31,986 | $428.9 萬 | 1.21% | +508+1.6% | 加碼 |
| Change Path, LLC | 31,967 | $428.7 萬 | 0.24% | +1,027+3.3% | 加碼 |
| Wealth Effects LLC | 31,909 | $427.9 萬 | 2.45% | −413−1.3% | 減碼 |
| Pinnacle Bancorp, Inc. | 31,907 | $427.9 萬 | 1.65% | −1,442−4.3% | 減碼 |
| Ronald Blue Trust, Inc. | 40,929 | $427.7 萬 | 0.08% | +8,693+27.0% | 加碼 |
| Bedel Financial Consulting, Inc. | 31,871 | $427.4 萬 | 1.06% | −876−2.7% | 減碼 |
| Bill Few Associates, Inc. | 31,761 | $425.9 萬 | 2.51% | −685−2.1% | 減碼 |
| Gries Financial LLC | 31,672 | $424.7 萬 | 1.41% | +8,410+36.2% | 加碼 |
| Duff & Phelps Investment Management Co | 31,665 | $424.6 萬 | 0.05% | 00.0% | 不變 |
| Green Square Capital Advisors LLC | 31,649 | $424.4 萬 | 0.60% | +400+1.3% | 加碼 |
| Patten Group, Inc. | 31,633 | $424.2 萬 | 1.33% | −645−2.0% | 減碼 |
| CAPROCK Group, Inc. | 31,539 | $422.9 萬 | 0.39% | −1,076−3.3% | 減碼 |
| Atlantic Trust, LLC | 31,541 | $422.9 萬 | 1.41% | +197+0.6% | 加碼 |
| Bank Ozk | 31,439 | $421.6 萬 | 2.09% | −334−1.1% | 減碼 |
| Silvant Capital Management LLC | 31,351 | $420.4 萬 | 0.30% | −60−0.2% | 減碼 |
| Investors Asset Management of Georgia Inc | 31,346 | $420.4 萬 | 2.19% | −104−0.3% | 減碼 |
| Butensky & Cohen Financial Security, Inc | 31,332 | $420.2 萬 | 1.55% | +314+1.0% | 加碼 |
| SYSTM Wealth Solutions LLC | 31,301 | $419.7 萬 | 0.52% | +31,301 | 新進 |
| Andesa Financial Management Inc. | 31,246 | $419.0 萬 | 2.29% | −25,673−45.1% | 減碼 |
| Giverny Capital Inc.大師吉維尼資本 | 31,241 | $418.9 萬 | 0.26% | +2,722+9.5% | 加碼 |
| Headinvest, LLC | 31,158 | $417.8 萬 | 0.94% | −2,313−6.9% | 減碼 |
| Brighton Jones LLC | 31,142 | $417.6 萬 | 0.25% | −2,715−8.0% | 減碼 |
| Strategic Financial Services, Inc, | 31,141 | $417.6 萬 | 0.33% | −2,755−8.1% | 減碼 |
| GM Advisory Group, Inc. | 31,115 | $417.2 萬 | 0.45% | +68+0.2% | 加碼 |
| Addison Capital Co | 30,983 | $415.5 萬 | 2.65% | −60−0.2% | 減碼 |
| Westover Capital Advisors, LLC | 30,929 | $414.8 萬 | 1.64% | −1,607−4.9% | 減碼 |
| MTM Investment Management, LLC | 30,912 | $414.5 萬 | 2.15% | −1,637−5.0% | 減碼 |
| Resonant Capital Advisors, LLC | 30,898 | $414.3 萬 | 0.52% | +3,735+13.8% | 加碼 |
| Nikulski Financial, Inc. | 30,723 | $412.0 萬 | 1.96% | +204+0.7% | 加碼 |
| Pegasus Asset Management, Inc. | 30,653 | $411.1 萬 | 2.22% | +116+0.4% | 加碼 |
| Sheets Smith Wealth Management | 30,574 | $410.0 萬 | 0.64% | +78+0.3% | 加碼 |
| WealthShield Partners, LLC | 30,546 | $409.6 萬 | 0.78% | +2,417+8.6% | 加碼 |
| Atlas Wealth LLC | 30,460 | $408.5 萬 | 1.10% | +30,460 | 新進 |
| Ameliora Wealth Management Ltd. | 30,437 | $408.2 萬 | 2.18% | +16,819+123.5% | 加碼 |
| Hengehold Capital Management LLC | 30,432 | $408.1 萬 | 0.57% | +1,097+3.7% | 加碼 |
| Citizens & Northern Corp | 30,421 | $407.9 萬 | 1.69% | +789+2.7% | 加碼 |
| Triangle Securities Wealth Management | 30,397 | $407.6 萬 | 1.49% | −477−1.5% | 減碼 |
| MV Capital Management, Inc. | 30,318 | $406.6 萬 | 0.63% | +364+1.2% | 加碼 |
| Congress Park Capital LLC | 30,289 | $406.2 萬 | 2.59% | +27+0.1% | 加碼 |
| Covenant Asset Management, LLC | 30,123 | $404.0 萬 | 1.45% | +12,917+75.1% | 加碼 |
| Long Run Wealth Advisors, LLC | 30,121 | $403.9 萬 | 1.45% | +257+0.9% | 加碼 |
| Johnson Financial Group, Inc. | 30,040 | $402.8 萬 | 0.32% | −120−0.4% | 減碼 |
| Monetta Financial Services Inc | 30,000 | $402.3 萬 | 4.64% | 00.0% | 不變 |
| Allen Holding Inc | 30,000 | $402.3 萬 | 0.57% | 00.0% | 不變 |
| Bleichroeder LP | 30,000 | $402.3 萬 | 0.87% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 29,868 | $400.5 萬 | 0.11% | −270,793−90.1% | 減碼 |
| Lauterbach Financial Advisors, LLC | 29,863 | $400.5 萬 | 3.57% | +40.0% | 加碼 |
| Independent Financial Group, LLC | 29,833 | $400.1 萬 | 0.34% | −1,127−3.6% | 減碼 |
| Herold Advisors, Inc. | 29,791 | $399.5 萬 | 1.69% | +59+0.2% | 加碼 |
| Point72 Middle East FZE | 29,768 | $399.2 萬 | 0.31% | +29,768 | 新進 |
| Great Lakes Advisors, LLC | 29,730 | $398.7 萬 | 0.23% | +5,262+21.5% | 加碼 |
| Amarillo National Bank | 29,714 | $398.5 萬 | 0.92% | −40.0% | 減碼 |
| Cumberland Advisors Inc | 29,700 | $398.3 萬 | 1.73% | −17,915−37.6% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $398.3 萬 | 1.65% | 00.0% | 不變 |
| Forte Capital LLC | 29,657 | $397.7 萬 | 0.68% | −2,259−7.1% | 減碼 |
| NorthRock Partners, LLC | 29,537 | $396.1 萬 | 0.45% | +1,459+5.2% | 加碼 |
| Concorde Financial Corp | 37,899 | $396.0 萬 | 2.67% | 00.0% | 不變 |
| West Branch Capital LLC | 29,516 | $395.8 萬 | 2.44% | +222+0.8% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 29,734 | $395.6 萬 | 0.09% | −9,698−24.6% | 減碼 |
| Verition Fund Management LLC | 29,419 | $394.5 萬 | 0.08% | −61,589−67.7% | 減碼 |
| Brookmont Capital Management | 29,399 | $394.2 萬 | 2.42% | −830−2.7% | 減碼 |
| NatWest Group plc | 29,385 | $394.1 萬 | 2.24% | −1,766−5.7% | 減碼 |
| Nixon Peabody Trust Co | 29,371 | $393.9 萬 | 3.20% | −1,200−3.9% | 減碼 |
| Americana Partners, LLC | 29,338 | $393.5 萬 | 0.68% | +406+1.4% | 加碼 |
| Brandywine Oak Private Wealth LLC | 29,170 | $391.2 萬 | 0.49% | −244−0.8% | 減碼 |
| Montecito Bank & Trust | 29,104 | $390.3 萬 | 0.95% | −792−2.6% | 減碼 |
| 9258 Wealth Management, LLC | 29,095 | $390.2 萬 | 0.84% | +1,629+5.9% | 加碼 |
| Pendal Group Limited | 29,065 | $389.8 萬 | 0.03% | −1,495−4.9% | 減碼 |
| Shelter Mutual Insurance Co | 29,000 | $388.9 萬 | 1.12% | 00.0% | 不變 |
| Zevenbergen Capital Investments LLC | 28,848 | $386.9 萬 | 0.13% | −930−3.1% | 減碼 |