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 |
|---|---|---|---|---|---|
| Platform Technology Partners | 25,263 | $338.8 萬 | 1.75% | −378−1.5% | 減碼 |
| LJI Wealth Management, LLC | 25,193 | $337.8 萬 | 1.18% | +25,193 | 新進 |
| Liberty Capital Management, Inc. | 25,106 | $336.7 萬 | 1.17% | +2,404+10.6% | 加碼 |
| Gradient Capital Advisors, LLC | 25,085 | $336.4 萬 | 1.53% | −100.0% | 減碼 |
| Parisi Gray Wealth Management | 25,078 | $336.3 萬 | 1.66% | +11,085+79.2% | 加碼 |
| Continuum Advisory, LLC | 51,426 | $336.2 萬 | 0.61% | +1,396+2.8% | 加碼 |
| Mathes Company, Inc. | 25,073 | $336.2 萬 | 1.70% | −360−1.4% | 減碼 |
| Banco de Sabadell, S.A | 24,604 | $336.0 萬 | 2.84% | −3,035−11.0% | 減碼 |
| Uncommon Cents Investing LLC | 25,025 | $335.6 萬 | 1.24% | +305+1.2% | 加碼 |
| Mystic Asset Management, Inc. | 25,020 | $335.5 萬 | 1.91% | +1,479+6.3% | 加碼 |
| Cordatus Wealth Management LLC | 25,006 | $335.3 萬 | 4.92% | +25,006 | 新進 |
| Eos Management, L.P. | 25,000 | $335.3 萬 | 1.70% | 00.0% | 不變 |
| Liontrust Investment Partners LLP | 25,000 | $335.3 萬 | 0.06% | 00.0% | 不變 |
| Black Swift Group, LLC | 25,000 | $335.3 萬 | 1.34% | +25,000 | 新進 |
| Ruffer LLP | 24,879 | $334.7 萬 | 0.22% | −112,325−81.9% | 減碼 |
| Financial Advisory Partners, LLC | 24,942 | $334.5 萬 | 1.38% | −7,594−23.3% | 減碼 |
| Compton Wealth Advisory Group, LLC | 24,931 | $334.3 萬 | 1.30% | +154+0.6% | 加碼 |
| Papp L Roy & Associates | 24,895 | $333.8 萬 | 0.47% | −16−0.1% | 減碼 |
| Wealthsource Partners, LLC | 24,894 | $333.8 萬 | 0.24% | −4,196−14.4% | 減碼 |
| Hudock, Inc. | 24,861 | $333.4 萬 | 1.14% | −1,432−5.4% | 減碼 |
| RMR Wealth Builders | 24,843 | $333.1 萬 | 0.76% | +121+0.5% | 加碼 |
| S&CO Inc | 24,799 | $332.5 萬 | 0.29% | 00.0% | 不變 |
| Newman Dignan & Sheerar, Inc. | 24,781 | $332.3 萬 | 1.10% | +23+0.1% | 加碼 |
| Quadrature Capital Ltd | 24,778 | $332.3 萬 | 0.10% | +4,667+23.2% | 加碼 |
| Armor Investment Advisors, LLC | 24,763 | $332.1 萬 | 2.02% | +1,129+4.8% | 加碼 |
| Bank of Stockton | 24,759 | $332.0 萬 | 1.16% | −98−0.4% | 減碼 |
| EPG Wealth Management LLC | 24,669 | $330.8 萬 | 1.26% | −183−0.7% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 24,643 | $330.5 萬 | 1.09% | −90.0% | 減碼 |
| Blue Fin Capital, Inc. | 24,642 | $330.4 萬 | 1.21% | −326−1.3% | 減碼 |
| Financial Advisory Service, Inc. | 24,604 | $329.9 萬 | 0.37% | +2,159+9.6% | 加碼 |
| TrinityPoint Wealth, LLC | 24,589 | $329.7 萬 | 0.75% | +365+1.5% | 加碼 |
| Roanoke Asset Management Corp | 24,583 | $329.7 萬 | 1.50% | −1,321−5.1% | 減碼 |
| Elgethun Capital Management | 24,321 | $329.7 萬 | 1.19% | −236−1.0% | 減碼 |
| Summit Trail Advisors, LLC | 24,450 | $327.9 萬 | 0.15% | +667+2.8% | 加碼 |
| River & Mercantile Asset Management LLP | 24,430 | $327.6 萬 | 0.70% | +316+1.3% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,352 | $326.6 萬 | 2.24% | +213+0.9% | 加碼 |
| Permanens Capital L.P. | 24,350 | $326.5 萬 | 0.79% | −3,150−11.5% | 減碼 |
| Modus Advisors, LLC | 24,346 | $326.5 萬 | 1.58% | +1,176+5.1% | 加碼 |
| DFPG Investments, LLC | 23,350 | $326.0 萬 | 0.54% | +5,477+30.6% | 加碼 |
| Curbstone Financial Management Corp | 24,298 | $325.8 萬 | 0.81% | −20−0.1% | 減碼 |
| Vectors Research Management, LLC | 24,289 | $325.7 萬 | 0.84% | −11,657−32.4% | 減碼 |
| Argus Investors' Counsel, Inc. | 24,284 | $325.6 萬 | 2.61% | +149+0.6% | 加碼 |
| Investment Research & Advisory Group, Inc. | 24,273 | $325.5 萬 | 2.17% | −636−2.6% | 減碼 |
| Mechanics Financial Corp | 24,258 | $325.3 萬 | 1.94% | 00.0% | 不變 |
| SWS Partners | 24,232 | $324.9 萬 | 1.54% | −372−1.5% | 減碼 |
| IMA Wealth, Inc. | 24,179 | $324.2 萬 | 0.86% | −10,710−30.7% | 減碼 |
| Rehmann Capital Advisory Group | 24,075 | $322.9 萬 | 0.33% | −210−0.9% | 減碼 |
| Dudley Capital Management, LLC | 24,019 | $322.1 萬 | 2.37% | +24,019 | 新進 |
| Desjardins Global Asset Management Inc. | 23,943 | $321.0 萬 | 0.51% | −12,123−33.6% | 減碼 |
| Hudson Value Partners, LLC | 23,933 | $320.9 萬 | 1.97% | −65−0.3% | 減碼 |
| StoneX Group Inc. | 23,911 | $320.7 萬 | 0.38% | +1,177+5.2% | 加碼 |
| Insigneo Advisory Services, LLC | 23,818 | $319.4 萬 | 1.21% | +23,818 | 新進 |
| Pavion Blue Capital, LLC | 23,796 | $319.1 萬 | 2.04% | −276−1.1% | 減碼 |
| Winch Advisory Services, LLC | 23,797 | $319.1 萬 | 1.36% | −62−0.3% | 減碼 |
| ICA Group Wealth Management, LLC | 23,779 | $319.0 萬 | 0.75% | −2,746−10.4% | 減碼 |
| IFG Advisory, LLC | 23,710 | $317.9 萬 | 0.32% | −6,150−20.6% | 減碼 |
| Winning Points Advisors, LLC | 23,623 | $316.8 萬 | 4.04% | +450+1.9% | 加碼 |
| KCS Wealth Advisory | 23,559 | $315.9 萬 | 1.31% | +465+2.0% | 加碼 |
| Altfest L J & Co Inc | 23,492 | $315.0 萬 | 0.52% | −1,890−7.4% | 減碼 |
| Nichols & Pratt Advisers LLP | 23,466 | $314.7 萬 | 0.25% | −139−0.6% | 減碼 |
| Beverly Hills Private Wealth, LLC | 23,460 | $314.6 萬 | 1.37% | +23,460 | 新進 |
| Leith Wheeler Investment Counsel Ltd. | 23,444 | $314.4 萬 | 0.47% | +3,210+15.9% | 加碼 |
| X-Square Capital, LLC | 23,443 | $314.3 萬 | 1.79% | −67−0.3% | 減碼 |
| Quadrant Private Wealth Management, LLC | 23,404 | $313.8 萬 | 1.05% | +23,404 | 新進 |
| Evermay Wealth Management LLC | 23,379 | $313.5 萬 | 0.64% | +424+1.8% | 加碼 |
| Sargent Investment Group, LLC | 23,360 | $313.3 萬 | 0.97% | +826+3.7% | 加碼 |
| FLC Capital Advisors | 23,354 | $313.2 萬 | 0.97% | −283−1.2% | 減碼 |
| Manhattan West Asset Management, LLC | 23,350 | $313.1 萬 | 1.60% | +2,178+10.3% | 加碼 |
| Atlas Private Wealth Management | 23,305 | $312.5 萬 | 1.44% | +1,566+7.2% | 加碼 |
| Chapin Davis, Inc. | 23,128 | $310.1 萬 | 1.80% | +23,128 | 新進 |
| Studio Investment Management LLC | 23,105 | $309.8 萬 | 1.00% | −213−0.9% | 減碼 |
| Massachusetts Wealth Management | 22,075 | $309.0 萬 | 2.98% | +22,075 | 新進 |
| Norway Savings Bank | 23,029 | $308.8 萬 | 1.57% | +273+1.2% | 加碼 |
| WMS Partners, LLC | 22,992 | $308.3 萬 | 0.31% | +2,416+11.7% | 加碼 |
| Resurgent Financial Advisors LLC | 22,938 | $307.6 萬 | 1.64% | +472+2.1% | 加碼 |
| HCR Wealth Advisors | 22,926 | $307.4 萬 | 0.65% | −800−3.4% | 減碼 |
| Essex Savings Bank | 22,913 | $307.3 萬 | 1.08% | +398+1.8% | 加碼 |
| HNP Capital LLC | 22,900 | $307.1 萬 | 0.86% | −11,568−33.6% | 減碼 |
| Adirondack Trust Co | 22,888 | $306.9 萬 | 1.59% | −138−0.6% | 減碼 |
| Ategra Capital Management, LLC | 22,886 | $306.9 萬 | 1.61% | +5,078+28.5% | 加碼 |
| Wunderlich Capital Managemnt | 22,877 | $306.8 萬 | 1.71% | +115+0.5% | 加碼 |
| Indiana Trust & Investment Management CO | 22,829 | $306.1 萬 | 1.73% | +119+0.5% | 加碼 |
| Gables Capital Management Inc. | 22,796 | $305.7 萬 | 2.22% | −600−2.6% | 減碼 |
| Financial Advocates Investment Management | 22,763 | $305.2 萬 | 0.23% | +9,067+66.2% | 加碼 |
| West Oak Capital, LLC | 22,747 | $305.0 萬 | 1.59% | −760−3.2% | 減碼 |
| WC Walker & Associates, Inc. | 22,003 | $304.9 萬 | 1.61% | +537+2.5% | 加碼 |
| WD Rutherford LLC | 22,645 | $304.1 萬 | 2.39% | −825−3.5% | 減碼 |
| Phoenix Wealth Advisors | 22,638 | $303.6 萬 | 1.83% | +610+2.8% | 加碼 |
| Emfo, LLC | 22,628 | $303.4 萬 | 3.04% | 00.0% | 不變 |
| Union Heritage Capital, LLC | 22,600 | $303.1 萬 | 1.85% | 00.0% | 不變 |
| Poehling Capital Management, LLC | 22,598 | $303.0 萬 | 1.13% | +1,182+5.5% | 加碼 |
| NCM Capital Management, LLC | 22,579 | $302.8 萬 | 2.00% | +20.0% | 加碼 |
| Octavia Wealth Advisors, LLC | 22,551 | $302.4 萬 | 0.75% | +1,215+5.7% | 加碼 |
| Credit Capital Investments LLC | 22,500 | $301.7 萬 | 4.37% | +22,500 | 新進 |
| VeraBank, N.A. | 22,493 | $301.6 萬 | 1.51% | −60.0% | 減碼 |
| Columbia Trust Co 01012016 | 22,492 | $301.6 萬 | 1.68% | −1,922−7.9% | 減碼 |
| Guardian Investment Management | 22,459 | $301.2 萬 | 2.86% | −300−1.3% | 減碼 |
| GYL Financial Synergies, LLC | 22,454 | $301.1 萬 | 0.65% | +1,191+5.6% | 加碼 |
| Beaton Management Co. Inc. | 22,442 | $300.9 萬 | 2.02% | 00.0% | 不變 |
| Tiedemann Advisors, LLC | 22,406 | $300.5 萬 | 0.14% | 00.0% | 不變 |