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 |
|---|---|---|---|---|---|
| McBroom & Associates, LLC | 28,764 | $385.7 萬 | 4.19% | −383−1.3% | 減碼 |
| Churchill Management Corp | 28,727 | $385.2 萬 | 0.09% | −3,243−10.1% | 減碼 |
| Virginia Wealth Management Group, Inc. | 28,674 | $384.5 萬 | 2.66% | +1,322+4.8% | 加碼 |
| Close Asset Management Ltd | 28,667 | $384.5 萬 | 0.20% | −5,575−16.3% | 減碼 |
| Goodwin Daniel L | 28,550 | $382.9 萬 | 1.94% | 00.0% | 不變 |
| Piscataqua Savings Bank | 28,543 | $382.8 萬 | 3.23% | −103−0.4% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 28,534 | $382.6 萬 | 3.45% | −274−1.0% | 減碼 |
| Fairhaven Wealth Management, LLC | 28,436 | $381.3 萬 | 1.62% | +1,068+3.9% | 加碼 |
| Signet Investment Advisory Group, Inc. | 28,431 | $381.3 萬 | 2.69% | +312+1.1% | 加碼 |
| Avidian Wealth Solutions, LLC | 28,412 | $381.0 萬 | 0.25% | +7,594+36.5% | 加碼 |
| J. W. Coons Advisors, LLC | 28,406 | $380.9 萬 | 1.14% | +2,840+11.1% | 加碼 |
| Good Life Advisors, LLC | 28,361 | $380.3 萬 | 0.53% | +829+3.0% | 加碼 |
| Delta Capital Management LLC | 28,280 | $379.2 萬 | 2.76% | +300+1.1% | 加碼 |
| Athena Investment Management | 28,247 | $378.8 萬 | 2.78% | +244+0.9% | 加碼 |
| Old Port Advisors | 28,233 | $378.6 萬 | 1.43% | +651+2.4% | 加碼 |
| Marks Group Wealth Management, Inc | 28,214 | $378.4 萬 | 0.52% | +1,631+6.1% | 加碼 |
| Smithfield Trust Co | 28,248 | $378.0 萬 | 0.25% | +132+0.5% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 28,136 | $377.3 萬 | 0.27% | −292−1.0% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 28,065 | $376.4 萬 | 0.37% | +303+1.1% | 加碼 |
| YorkBridge Wealth Partners, LLC | 28,040 | $376.0 萬 | 0.95% | +3,512+14.3% | 加碼 |
| United Bank | 28,039 | $376.0 萬 | 2.31% | +60.0% | 加碼 |
| Regal Investment Advisors LLC | 28,028 | $375.9 萬 | 0.36% | −1,216−4.2% | 減碼 |
| Peddock Capital Advisors, LLC | 28,021 | $375.8 萬 | 1.45% | −851−2.9% | 減碼 |
| Csenge Advisory Group | 28,018 | $375.7 萬 | 0.29% | +2,614+10.3% | 加碼 |
| American Investment Services, Inc. | 28,008 | $375.6 萬 | 0.77% | +6,423+29.8% | 加碼 |
| Lake Street Advisors Group, LLC | 27,973 | $375.1 萬 | 0.25% | −15,999−36.4% | 減碼 |
| StrategIQ Financial Group, LLC | 27,956 | $374.9 萬 | 0.43% | −57−0.2% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 26,867 | $374.8 萬 | 2.29% | +1,033+4.0% | 加碼 |
| Montchanin Asset Management, LLC | 27,931 | $374.6 萬 | 5.12% | −515−1.8% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 27,928 | $374.5 萬 | 1.36% | −708−2.5% | 減碼 |
| Eudaimonia Partners, LLC | 27,878 | $373.8 萬 | 0.92% | +5,445+24.3% | 加碼 |
| Secure Asset Management, LLC | 27,856 | $373.6 萬 | 1.34% | −582−2.0% | 減碼 |
| Summit Financial, LLC | 27,854 | $373.5 萬 | 0.35% | −5,890−17.5% | 減碼 |
| Arlington Financial Advisors, LLC | 27,791 | $372.7 萬 | 1.57% | +1,449+5.5% | 加碼 |
| Account Management LLC | 27,790 | $372.7 萬 | 5.33% | −3,000−9.7% | 減碼 |
| Cornercap Investment Counsel Inc | 27,740 | $372.0 萬 | 0.64% | −13,106−32.1% | 減碼 |
| Consolidated Investment Group LLC | 27,692 | $371.4 萬 | 0.79% | −12,000−30.2% | 減碼 |
| Independence Bank of Kentucky | 27,636 | $370.6 萬 | 1.66% | −277−1.0% | 減碼 |
| Act Two Investors LLC | 27,626 | $370.5 萬 | 3.83% | 00.0% | 不變 |
| Malaga Cove Capital, LLC | 27,607 | $370.2 萬 | 2.02% | −51−0.2% | 減碼 |
| Calamos Wealth Management LLC | 27,601 | $370.1 萬 | 0.29% | −248−0.9% | 減碼 |
| First Business Financial Services, Inc. | 27,596 | $370.1 萬 | 0.50% | +266+1.0% | 加碼 |
| Icon Advisers Inc | 27,587 | $369.9 萬 | 0.95% | −9,300−25.2% | 減碼 |
| Seeyond | 27,568 | $369.7 萬 | 0.36% | +7,281+35.9% | 加碼 |
| Marino, Stram & Associates LLC | 27,533 | $369.2 萬 | 1.16% | −230−0.8% | 減碼 |
| Doliver Advisors, LP | 27,424 | $367.8 萬 | 1.21% | −654−2.3% | 減碼 |
| SkyOak Wealth, LLC | 27,408 | $367.5 萬 | 1.24% | −159−0.6% | 減碼 |
| Grove Bank & Trust | 27,399 | $367.5 萬 | 0.81% | +2,243+8.9% | 加碼 |
| Trustco Bank Corp N Y | 27,354 | $366.8 萬 | 4.05% | −512−1.8% | 減碼 |
| Anchor Investment Management, LLC | 27,265 | $365.6 萬 | 0.52% | −831−3.0% | 減碼 |
| Hayek Kallen Investment Management | 27,259 | $365.5 萬 | 1.68% | −168−0.6% | 減碼 |
| Signature Wealth Management Group | 27,228 | $365.1 萬 | 1.79% | +11,331+71.3% | 加碼 |
| Balentine LLC | 27,134 | $363.9 萬 | 0.13% | +3,409+14.4% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 27,117 | $363.6 萬 | 0.31% | +2,419+9.8% | 加碼 |
| JT Stratford LLC | 27,012 | $362.2 萬 | 1.16% | +1,088+4.2% | 加碼 |
| Pitcairn Co | 26,992 | $362.0 萬 | 0.36% | +270+1.0% | 加碼 |
| BNC Wealth Management, LLC | 26,973 | $361.7 萬 | 2.14% | −197−0.7% | 減碼 |
| Altrius Capital Management Inc | 26,966 | $361.6 萬 | 1.13% | −254−0.9% | 減碼 |
| Hudson Capital Management LLC | 26,913 | $360.9 萬 | 1.43% | +1,551+6.1% | 加碼 |
| Transamerica Financial Advisors, Inc. | 26,889 | $360.6 萬 | 0.51% | +1,366+5.4% | 加碼 |
| Lee Danner & Bass Inc | 26,827 | $359.8 萬 | 0.34% | −4,912−15.5% | 減碼 |
| Charles Schwab Trust Co | 26,663 | $357.6 萬 | 0.47% | −402−1.5% | 減碼 |
| EverSource Wealth Advisors, LLC | 26,584 | $356.5 萬 | 0.54% | +479+1.8% | 加碼 |
| Mission Wealth Management, LP | 26,473 | $355.0 萬 | 0.17% | +2,098+8.6% | 加碼 |
| Wisconsin Capital Management LLC | 26,469 | $354.9 萬 | 2.69% | −1,726−6.1% | 減碼 |
| BFSG, LLC | 26,460 | $354.8 萬 | 0.71% | −520−1.9% | 減碼 |
| Trustmark National Bank Trust Department | 26,449 | $354.7 萬 | 0.33% | −615−2.3% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 26,444 | $354.6 萬 | 1.52% | +369+1.4% | 加碼 |
| Enterprise Bank & Trust Co | 26,434 | $354.5 萬 | 1.68% | +867+3.4% | 加碼 |
| Hall Capital Management Co Inc | 26,361 | $353.5 萬 | 2.12% | −161−0.6% | 減碼 |
| SeaBridge Investment Advisors LLC | 26,289 | $352.5 萬 | 1.26% | −2,679−9.2% | 減碼 |
| Sutton Wealth Advisors Inc. | 26,256 | $352.1 萬 | 1.34% | +762+3.0% | 加碼 |
| Valmark Advisers, Inc. | 26,245 | $352.0 萬 | 0.08% | +1,352+5.4% | 加碼 |
| Wolverine Trading, LLC | 26,227 | $351.7 萬 | 0.06% | −193,982−88.1% | 減碼 |
| Aspiriant, LLC | 26,212 | $351.5 萬 | 0.18% | +1,096+4.4% | 加碼 |
| AIA Group Ltd | 26,200 | $351.3 萬 | 0.21% | +9,484+56.7% | 加碼 |
| High Note Wealth, LLC | 26,184 | $351.1 萬 | 1.47% | −190−0.7% | 減碼 |
| SPC Financial, Inc. | 26,183 | $351.1 萬 | 0.42% | −232−0.9% | 減碼 |
| Alta Capital Management LLC | 26,177 | $351.0 萬 | 0.27% | +786+3.1% | 加碼 |
| Connolly Sarah T. | 26,162 | $350.8 萬 | 2.38% | +82+0.3% | 加碼 |
| Harbor Advisors LLC | 26,148 | $350.6 萬 | 0.88% | 00.0% | 不變 |
| Atlas Brown,Inc. | 26,124 | $350.3 萬 | 1.72% | −3,556−12.0% | 減碼 |
| Mount Vernon Associates Inc | 26,102 | $350.0 萬 | 4.50% | 00.0% | 不變 |
| Sterling Investment Advisors, Ltd. | 26,097 | $350.0 萬 | 1.25% | −1,200−4.4% | 減碼 |
| Pariax, LLC | 26,078 | $349.7 萬 | 4.34% | −23,342−47.2% | 減碼 |
| CFM Wealth Partners LLC | 26,018 | $348.9 萬 | 1.04% | +941+3.8% | 加碼 |
| Scott & Selber, Inc. | 25,931 | $347.7 萬 | 1.56% | −69−0.3% | 減碼 |
| Shoker Investment Counsel, Inc. | 25,731 | $345.1 萬 | 1.55% | −882−3.3% | 減碼 |
| Am Investment Strategies LLC | 25,675 | $344.3 萬 | 1.23% | −399−1.5% | 減碼 |
| Sunbelt Securities, Inc. | 25,657 | $344.1 萬 | 0.67% | −1,174−4.4% | 減碼 |
| Founders Financial Alliance, LLC | 25,605 | $343.4 萬 | 1.58% | +3,004+13.3% | 加碼 |
| Proequities, Inc. | 25,592 | $343.2 萬 | 0.28% | −79−0.3% | 減碼 |
| Moloney Securities Asset Management, LLC | 25,589 | $343.1 萬 | 0.76% | −740−2.8% | 減碼 |
| Evoke Wealth, LLC | 25,530 | $342.4 萬 | 0.12% | −1,005−3.8% | 減碼 |
| Pentwater Capital Management LP | 25,500 | $342.0 萬 | 0.11% | +3,000+13.3% | 加碼 |
| Kovack Advisors, Inc. | 25,443 | $341.2 萬 | 0.50% | −923−3.5% | 減碼 |
| Nwam LLC | 25,414 | $340.8 萬 | 0.30% | −1,054−4.0% | 減碼 |
| Clarity Wealth Advisors, LLC | 25,329 | $339.7 萬 | 1.97% | +259+1.0% | 加碼 |
| RDA Financial Network | 25,312 | $339.4 萬 | 1.71% | −80.0% | 減碼 |
| Greenfield Savings Bank | 25,266 | $338.8 萬 | 2.24% | −318−1.2% | 減碼 |