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 |
|---|---|---|---|---|---|
| NVWM, LLC | 22,377 | $300.1 萬 | 1.09% | −622−2.7% | 減碼 |
| Blueprint Investment Partners LLC | 22,370 | $300.0 萬 | 0.65% | +20,508+1,101.4% | 加碼 |
| YHB Investment Advisors, Inc. | 22,350 | $299.7 萬 | 0.32% | +434+2.0% | 加碼 |
| RB Capital Management, LLC | 22,345 | $299.6 萬 | 1.09% | +394+1.8% | 加碼 |
| Q Capital Solutions | 22,329 | $299.4 萬 | 5.93% | +1,663+8.0% | 加碼 |
| Leisure Capital Management | 22,307 | $299.1 萬 | 1.55% | −429−1.9% | 減碼 |
| Clear Creek Financial Management, LLC | 22,301 | $299.1 萬 | 0.66% | +1,209+5.7% | 加碼 |
| Cassaday & Co Wealth Management LLC | 22,294 | $299.0 萬 | 0.14% | +22,294 | 新進 |
| Proquility Private Wealth Partners, LLC | 22,272 | $298.7 萬 | 1.23% | −587−2.6% | 減碼 |
| Accurate Wealth Management, LLC | 21,544 | $298.6 萬 | 1.10% | +4,037+23.1% | 加碼 |
| Rowland & Co Investment Counsel | 22,086 | $298.4 萬 | 0.74% | 00.0% | 不變 |
| Sentry Investment Management LLC | 22,236 | $298.2 萬 | 1.32% | +1,453+7.0% | 加碼 |
| Affinity Investment Advisors, LLC | 22,189 | $297.6 萬 | 1.37% | +1,814+8.9% | 加碼 |
| Outfitter Financial LLC | 22,143 | $296.9 萬 | 2.69% | −35−0.2% | 減碼 |
| Cohen Investment Advisors LLC | 22,130 | $296.8 萬 | 2.47% | +1,287+6.2% | 加碼 |
| Intrepid Financial Planning Group LLC | 22,071 | $296.0 萬 | 1.61% | −85−0.4% | 減碼 |
| Greytown Advisors Inc. | 22,000 | $295.0 萬 | 1.60% | +446+2.1% | 加碼 |
| Symmetry Partners, LLC | 21,910 | $293.8 萬 | 0.17% | −6,130−21.9% | 減碼 |
| Capula Management Ltd | 21,879 | $293.4 萬 | 0.30% | −45,850−67.7% | 減碼 |
| Hanson & Doremus Investment Management | 21,857 | $293.1 萬 | 0.63% | +3,501+19.1% | 加碼 |
| SOA Wealth Advisors, LLC. | 21,855 | $293.1 萬 | 0.79% | −18−0.1% | 減碼 |
| Ironwood Investment Counsel, LLC | 21,826 | $292.7 萬 | 0.71% | +1,194+5.8% | 加碼 |
| Mayflower Financial Advisors, LLC | 21,809 | $292.5 萬 | 0.41% | +1,142+5.5% | 加碼 |
| Glen Eagle Advisors, LLC | 21,748 | $291.6 萬 | 0.80% | −503−2.3% | 減碼 |
| Triasima Portfolio Management inc. | 21,740 | $291.5 萬 | 0.22% | −3,410−13.6% | 減碼 |
| Cobblestone Capital Advisors LLC | 21,683 | $290.8 萬 | 0.22% | +886+4.3% | 加碼 |
| Park Place Capital Corp | 21,668 | $290.6 萬 | 0.82% | +21,668 | 新進 |
| George Kaiser Family Foundation | 21,657 | $290.4 萬 | 0.43% | +1,873+9.5% | 加碼 |
| Landmark Financial Advisors, LLC | 21,619 | $289.9 萬 | 1.34% | +1,752+8.8% | 加碼 |
| Advisors Management Group Inc | 21,616 | $289.9 萬 | 1.09% | +338+1.6% | 加碼 |
| WCG Wealth Advisors LLC | 21,616 | $289.9 萬 | 0.40% | +4,267+24.6% | 加碼 |
| Karpas Strategies, LLC | 21,608 | $289.8 萬 | 1.02% | +71+0.3% | 加碼 |
| TCWP LLC | 21,623 | $289.6 萬 | 0.59% | −1,207−5.3% | 減碼 |
| Coastline Trust Co | 21,592 | $289.5 萬 | 0.43% | +3,919+22.2% | 加碼 |
| Accuvest Global Advisors | 21,586 | $289.5 萬 | 0.96% | +10,474+94.3% | 加碼 |
| Intellectus Partners, LLC | 21,562 | $289.1 萬 | 1.01% | +59+0.3% | 加碼 |
| Modera Wealth Management, LLC | 21,494 | $288.2 萬 | 0.12% | +1,614+8.1% | 加碼 |
| Legato Capital Management LLC | 21,465 | $287.8 萬 | 0.55% | +21,465 | 新進 |
| Edgewood Management LLC | 21,464 | $287.8 萬 | 0.01% | +2,000+10.3% | 加碼 |
| Signature Wealth Management Partners, LLC | 21,395 | $286.9 萬 | 2.83% | +30+0.1% | 加碼 |
| MCF Advisors LLC | 21,227 | $284.7 萬 | 0.29% | +99+0.5% | 加碼 |
| Wealth Alliance | 21,203 | $284.3 萬 | 0.50% | +1,448+7.3% | 加碼 |
| TCG Advisory Services, LLC | 21,198 | $284.3 萬 | 1.11% | +777+3.8% | 加碼 |
| Vivaldi Capital Management, LLC | 20,653 | $283.7 萬 | 0.70% | +1,580+8.3% | 加碼 |
| Guardian Wealth Advisors, LLC | 21,137 | $283.5 萬 | 0.54% | +54+0.3% | 加碼 |
| Financial Architects, Inc | 21,112 | $283.1 萬 | 0.47% | +118+0.6% | 加碼 |
| Zeke Capital Advisors, LLC | 21,103 | $283.0 萬 | 0.18% | +3,422+19.4% | 加碼 |
| Delta Financial Group, Inc. | 21,443 | $282.5 萬 | 1.25% | +21,443 | 新進 |
| Sycomore Asset Management | 21,471 | $281.9 萬 | 0.78% | +3,464+19.2% | 加碼 |
| Northstar Asset Management LLC | 20,993 | $281.5 萬 | 0.89% | +150+0.7% | 加碼 |
| Spirit of America Management Corp | 20,992 | $281.5 萬 | 0.63% | −1,000−4.5% | 減碼 |
| Abacus Planning Group, Inc. | 20,989 | $281.5 萬 | 0.77% | +120+0.6% | 加碼 |
| Seascape Capital Management | 20,899 | $280.3 萬 | 1.53% | +128+0.6% | 加碼 |
| Pacifica Partners Inc. | 21,230 | $279.9 萬 | 1.90% | +282+1.3% | 加碼 |
| Prosperity Consulting Group, LLC | 20,821 | $279.2 萬 | 1.86% | +514+2.5% | 加碼 |
| Investment Partners, Ltd. | 20,813 | $279.1 萬 | 1.48% | −59,373−74.0% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 20,751 | $278.3 萬 | 0.73% | −115−0.6% | 減碼 |
| First PREMIER Bank | 20,731 | $278.0 萬 | 0.84% | +40+0.2% | 加碼 |
| Mendel Money Management | 20,711 | $277.7 萬 | 1.58% | −592−2.8% | 減碼 |
| Ledge Wealth Management, Inc. | 20,696 | $277.5 萬 | 1.27% | +4,309+26.3% | 加碼 |
| Crescent Sterling, Ltd. | 20,667 | $277.1 萬 | 2.97% | +20,667 | 新進 |
| Little House Capital LLC | 20,627 | $276.6 萬 | 1.37% | −4,933−19.3% | 減碼 |
| CNB Bank | 20,577 | $275.9 萬 | 1.73% | −1,433−6.5% | 減碼 |
| Tiemann Investment Advisors, LLC | 20,574 | $275.9 萬 | 1.62% | +250+1.2% | 加碼 |
| O'Dell Group, LLC | 20,558 | $275.7 萬 | 0.97% | +184+0.9% | 加碼 |
| O'Rourke & Company, Inc | 20,519 | $275.2 萬 | 2.18% | +882+4.5% | 加碼 |
| Sentinel Trust Co Lba | 20,503 | $274.9 萬 | 0.43% | −294−1.4% | 減碼 |
| Knott David M Jr | 20,385 | $273.4 萬 | 1.18% | 00.0% | 不變 |
| Canton Hathaway, LLC | 20,324 | $272.5 萬 | 0.95% | −2,200−9.8% | 減碼 |
| Beech Hill Advisors, Inc. | 20,311 | $272.4 萬 | 1.51% | +157+0.8% | 加碼 |
| C2C Wealth Management, LLC | 20,155 | $272.3 萬 | 0.47% | −329−1.6% | 減碼 |
| Copperwynd Financial, LLC | 20,295 | $272.2 萬 | 1.53% | +15,051+287.0% | 加碼 |
| Lodestone Wealth Management LLC | 20,289 | $272.1 萬 | 2.19% | +20,289 | 新進 |
| Van Cleef Asset Management,Inc | 20,284 | $272.0 萬 | 0.45% | +116+0.6% | 加碼 |
| Enterprise Financial Services Corp | 20,279 | $271.9 萬 | 1.88% | −613−2.9% | 減碼 |
| SageView Advisory Group, LLC | 20,270 | $271.8 萬 | 0.22% | +20,270 | 新進 |
| Dumont & Blake Investment Advisors LLC | 20,264 | $271.7 萬 | 0.96% | −124−0.6% | 減碼 |
| Regatta Capital Group, LLC | 20,248 | $271.5 萬 | 0.97% | +6,708+49.5% | 加碼 |
| Trinity Financial Advisors LLC | 20,228 | $271.3 萬 | 1.78% | +2,559+14.5% | 加碼 |
| Platte River Wealth Advisors, LLC | 20,217 | $271.1 萬 | 1.15% | −1,277−5.9% | 減碼 |
| Vise Technologies, Inc. | 20,200 | $270.9 萬 | 0.85% | +4,331+27.3% | 加碼 |
| Certified Advisory Corp | 20,188 | $270.7 萬 | 0.54% | −96−0.5% | 減碼 |
| Royal Capital Wealth Management, LLC | 20,166 | $270.4 萬 | 2.87% | +86+0.4% | 加碼 |
| Sanders Morris Harris LLC | 20,162 | $270.4 萬 | 1.02% | +500+2.5% | 加碼 |
| First Bank & Trust | 20,142 | $270.1 萬 | 0.75% | +10,668+112.6% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $269.8 萬 | 2.67% | 00.0% | 不變 |
| Archer Investment Corp | 20,111 | $269.7 萬 | 1.05% | +205+1.0% | 加碼 |
| Titleist Asset Management, Ltd. | 20,094 | $269.5 萬 | 0.63% | −447−2.2% | 減碼 |
| Stableford Capital II LLC | 19,595 | $269.2 萬 | 1.46% | −3,333−14.5% | 減碼 |
| Eads & Heald Wealth Management | 20,020 | $268.5 萬 | 1.37% | +239+1.2% | 加碼 |
| Convergence Investment Partners, LLC | 20,020 | $268.5 萬 | 1.59% | −87−0.4% | 減碼 |
| Weitz Investment Management, Inc.大師韋茲投資管理 | 20,000 | $268.2 萬 | 0.15% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 19,959 | $267.7 萬 | 0.47% | +202+1.0% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 19,943 | $267.4 萬 | 1.02% | +328+1.7% | 加碼 |
| Bremer Bank National Association | 19,897 | $266.8 萬 | 0.51% | −2,464−11.0% | 減碼 |
| Hotaling Investment Management, LLC | 19,887 | $266.7 萬 | 1.21% | +12,463+167.9% | 加碼 |
| Carderock Capital Management Inc | 19,871 | $266.5 萬 | 1.11% | −1,821−8.4% | 減碼 |
| BBR Partners, LLC | 19,797 | $265.5 萬 | 0.30% | −913−4.4% | 減碼 |
| First United Bank Trust | 19,769 | $265.1 萬 | 1.29% | −648−3.2% | 減碼 |
| Sawyer & Company, Inc | 19,721 | $264.5 萬 | 1.30% | −475−2.4% | 減碼 |