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 |
|---|---|---|---|---|---|
| Oak Asset Management, LLC | 19,704 | $264.2 萬 | 1.19% | −214−1.1% | 減碼 |
| Point72 Europe (London) LLP | 19,600 | $262.8 萬 | 0.68% | −24,500−55.6% | 減碼 |
| Sugarloaf Wealth Management, LLC | 19,596 | $262.8 萬 | 0.66% | −1,692−7.9% | 減碼 |
| Condor Capital Management | 19,592 | $262.7 萬 | 0.33% | +134+0.7% | 加碼 |
| Valley Brook Capital Group | 19,566 | $262.4 萬 | 2.52% | +671+3.6% | 加碼 |
| DeDora Capital, Inc. | 19,466 | $261.0 萬 | 1.24% | +469+2.5% | 加碼 |
| Harvey Investment Co LLC | 19,446 | $260.8 萬 | 0.34% | +360+1.9% | 加碼 |
| Trifecta Capital Advisors, LLC | 19,442 | $260.7 萬 | 1.04% | +19,442 | 新進 |
| Terra Nova Asset Management LLC | 19,440 | $260.7 萬 | 2.73% | −1,652−7.8% | 減碼 |
| Tandem Capital Management Corp | 19,432 | $260.6 萬 | 2.05% | +206+1.1% | 加碼 |
| Voya Financial Advisors, Inc. | 19,551 | $260.5 萬 | 0.34% | −2,620−11.8% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 19,372 | $259.8 萬 | 0.56% | +1,554+8.7% | 加碼 |
| Peoples Financial Services Corp. | 19,327 | $259.2 萬 | 1.21% | −520−2.6% | 減碼 |
| Townsend & Associates, Inc | 18,129 | $258.5 萬 | 1.28% | +2,773+18.1% | 加碼 |
| Raleigh Capital Management Inc. | 19,256 | $258.2 萬 | 1.34% | +4,074+26.8% | 加碼 |
| 180 Wealth Advisors, LLC | 18,411 | $257.7 萬 | 0.61% | +1,086+6.3% | 加碼 |
| Corrado Advisors, LLC | 19,216 | $257.7 萬 | 1.80% | +3,009+18.6% | 加碼 |
| Court Place Advisors, LLC | 19,175 | $257.1 萬 | 0.93% | −11−0.1% | 減碼 |
| New Potomac Partners, LLC | 19,148 | $256.8 萬 | 1.90% | +140+0.7% | 加碼 |
| Sage Investment Advisers LLC | 19,096 | $256.1 萬 | 3.65% | −145−0.8% | 減碼 |
| Coastal Investment Advisors, Inc. | 19,066 | $255.7 萬 | 0.63% | +282+1.5% | 加碼 |
| Graybill Bartz & Assoc Ltd | 19,062 | $255.6 萬 | 1.38% | +158+0.8% | 加碼 |
| St. Louis Trust Co | 19,040 | $255.3 萬 | 0.54% | 00.0% | 不變 |
| Altman Advisors, Inc. | 18,282 | $255.3 萬 | 1.58% | −1,172−6.0% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 18,975 | $254.5 萬 | 0.20% | +3,638+23.7% | 加碼 |
| Miller Investment Management, LP | 18,935 | $253.9 萬 | 0.43% | 00.0% | 不變 |
| First Commonwealth Financial Corp | 18,903 | $253.5 萬 | 0.94% | −350−1.8% | 減碼 |
| Eclectic Associates Inc | 18,877 | $253.1 萬 | 1.23% | −186−1.0% | 減碼 |
| Agate Pass Investment Management, LLC | 18,819 | $252.4 萬 | 1.79% | +264+1.4% | 加碼 |
| Integrated Investment Consultants, LLC | 18,798 | $252.1 萬 | 0.85% | +582+3.2% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 18,786 | $251.9 萬 | 1.86% | +163+0.9% | 加碼 |
| Larson Financial Group LLC | 18,776 | $251.8 萬 | 0.30% | −1,194−6.0% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 18,756 | $251.5 萬 | 0.75% | −833−4.3% | 減碼 |
| White Pine Capital LLC | 18,724 | $251.1 萬 | 0.98% | +553+3.0% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 18,721 | $251.0 萬 | 0.19% | +1,528+8.9% | 加碼 |
| Econ Financial Services Corp | 18,717 | $251.0 萬 | 2.54% | −1,418−7.0% | 減碼 |
| Coppell Advisory Solutions LLC | 18,704 | $250.8 萬 | 0.90% | +18,704 | 新進 |
| Coppell Advisory Solutions Corp. | 18,704 | $250.8 萬 | 0.90% | +18,704 | 新進 |
| Sawgrass Asset Management LLC | 18,698 | $250.7 萬 | 0.34% | −3,066−14.1% | 減碼 |
| Zullo Investment Group, Inc. | 18,661 | $250.2 萬 | 1.53% | +440+2.4% | 加碼 |
| WP Advisors, LLC | 18,655 | $250.2 萬 | 1.12% | +145+0.8% | 加碼 |
| First City Capital Management, Inc. | 18,630 | $249.8 萬 | 1.50% | +516+2.8% | 加碼 |
| Field & Main Bank | 18,610 | $249.6 萬 | 1.61% | −90−0.5% | 減碼 |
| Holderness Investments Co | 18,609 | $249.6 萬 | 1.08% | +96+0.5% | 加碼 |
| HPC Germany GmbH & Co. KG | 18,600 | $249.4 萬 | 3.89% | 00.0% | 不變 |
| RKL Wealth Management LLC | 18,580 | $249.2 萬 | 0.33% | −40.0% | 減碼 |
| Krilogy Financial LLC | 18,514 | $248.3 萬 | 0.24% | +1,134+6.5% | 加碼 |
| Acropolis Investment Management, LLC | 18,500 | $248.1 萬 | 0.22% | +402+2.2% | 加碼 |
| Compass Financial Advisors LLC | 18,480 | $247.8 萬 | 3.34% | +565+3.2% | 加碼 |
| Heartland Bank & Trust Co | 18,449 | $247.4 萬 | 1.83% | +5,927+47.3% | 加碼 |
| Longfellow Investment Management Co LLC | 18,431 | $247.2 萬 | 0.56% | 00.0% | 不變 |
| Royal Harbor Partners, LLC | 18,380 | $246.5 萬 | 1.52% | −1,282−6.5% | 減碼 |
| Guerra Pan Advisors, LLC | 18,348 | $246.0 萬 | 3.36% | −75−0.4% | 減碼 |
| Peachtree Investment Partners, LLC | 18,344 | $246.0 萬 | 1.50% | −498−2.6% | 減碼 |
| Northcape Wealth Management, LLC | 18,320 | $245.7 萬 | 1.37% | −8,314−31.2% | 減碼 |
| Aull & Monroe Investment Management Corp | 18,316 | $245.6 萬 | 1.22% | −275−1.5% | 減碼 |
| Riverview Trust Co | 18,300 | $245.4 萬 | 2.32% | −990−5.1% | 減碼 |
| Home Federal Bank of Tennessee | 18,272 | $245.0 萬 | 0.93% | −155−0.8% | 減碼 |
| Cito Capital Group, LLC | 18,241 | $244.6 萬 | 1.34% | +92+0.5% | 加碼 |
| Mather Group, LLC. | 18,139 | $243.2 萬 | 0.05% | −627−3.3% | 減碼 |
| Affinity Wealth Management LLC | 18,129 | $243.1 萬 | 0.58% | +26+0.1% | 加碼 |
| Dillon & Associates Inc | 18,095 | $242.5 萬 | 0.52% | −91−0.5% | 減碼 |
| Smith, Moore & Co. | 18,079 | $242.4 萬 | 0.34% | +513+2.9% | 加碼 |
| StrongBox Wealth, LLC | 18,064 | $242.2 萬 | 1.71% | +653+3.8% | 加碼 |
| Investment Advisory Services Inc | 17,839 | $242.2 萬 | 1.25% | −35−0.2% | 減碼 |
| Wedmont Private Capital | 17,550 | $242.1 萬 | 0.36% | +2,982+20.5% | 加碼 |
| Keystone Financial Group | 18,050 | $242.1 萬 | 0.48% | −2,174−10.7% | 減碼 |
| Warther Private Wealth, LLC | 18,047 | $242.0 萬 | 1.81% | −3,277−15.4% | 減碼 |
| Benjamin Edwards Inc | 18,041 | $241.9 萬 | 0.64% | +2,258+14.3% | 加碼 |
| MSH Capital Advisors LLC | 18,011 | $241.5 萬 | 1.09% | +294+1.7% | 加碼 |
| GSB Wealth Management, LLC | 17,982 | $241.1 萬 | 0.86% | −7,078−28.2% | 減碼 |
| Sculati Wealth Management, LLC | 17,969 | $241.0 萬 | 1.35% | +2,621+17.1% | 加碼 |
| Buckingham Strategic Partners | 17,965 | $240.9 萬 | 0.19% | −6,993−28.0% | 減碼 |
| Everett Harris & Co | 17,910 | $240.2 萬 | 0.04% | −1,131−5.9% | 減碼 |
| Moser Wealth Advisors, LLC | 17,889 | $239.9 萬 | 1.81% | −60−0.3% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,853 | $239.4 萬 | 1.23% | −6,656−27.2% | 減碼 |
| Financial Planning & Information Services, Inc. | 17,852 | $239.4 萬 | 0.51% | −23−0.1% | 減碼 |
| Beaumont Financial Advisors, LLC | 17,850 | $239.4 萬 | 0.24% | +17,850 | 新進 |
| Ethic Inc. | 17,837 | $239.2 萬 | 0.13% | +1,162+7.0% | 加碼 |
| Andra AP-fonden | 17,800 | $238.7 萬 | 0.07% | −6,700−27.3% | 減碼 |
| Twelve Points Wealth Management LLC | 17,756 | $238.1 萬 | 1.62% | +417+2.4% | 加碼 |
| Gibson Wealth Advisors LLC | 18,724 | $237.8 萬 | 0.05% | +18,724 | 新進 |
| BCGM Wealth Management, LLC | 17,716 | $237.6 萬 | 1.16% | +664+3.9% | 加碼 |
| F/M Investments LLC | 17,714 | $237.5 萬 | 2.88% | +17,714 | 新進 |
| Aries Wealth Management | 17,666 | $236.9 萬 | 1.02% | +1,217+7.4% | 加碼 |
| Wrapmanager Inc | 17,654 | $236.7 萬 | 0.76% | +147+0.8% | 加碼 |
| Heritage Wealth Advisors | 17,648 | $236.7 萬 | 0.14% | −509−2.8% | 減碼 |
| Lederer & Associates Investment Counsel | 17,618 | $236.3 萬 | 1.93% | −752−4.1% | 減碼 |
| Pegasus Partners Ltd. | 17,602 | $236.0 萬 | 0.39% | −5,641−24.3% | 減碼 |
| L & S Advisors Inc | 17,539 | $235.2 萬 | 0.44% | +94+0.5% | 加碼 |
| Loudon Investment Management, LLC | 17,539 | $235.2 萬 | 1.70% | +2,648+17.8% | 加碼 |
| VisionPoint Advisory Group, LLC | 16,486 | $235.0 萬 | 0.97% | +13,848+524.9% | 加碼 |
| Aspen Investment Management Inc | 17,523 | $235.0 萬 | 1.54% | +1,723+10.9% | 加碼 |
| Bowman & Co S.C. | 17,502 | $234.7 萬 | 1.82% | +1,340+8.3% | 加碼 |
| Mattern Wealth Management LLC | 17,442 | $233.9 萬 | 0.95% | +325+1.9% | 加碼 |
| Cedar Brook Financial Partners, LLC | 17,394 | $233.2 萬 | 0.66% | +444+2.6% | 加碼 |
| Archford Capital Strategies, LLC | 17,364 | $232.9 萬 | 0.54% | +579+3.4% | 加碼 |
| Martin & Co Inc | 17,359 | $232.8 萬 | 0.61% | +295+1.7% | 加碼 |
| Owen LaRue, LLC | 17,043 | $232.4 萬 | 2.51% | +17,043 | 新進 |
| Liberty One Investment Management, LLC | 17,322 | $232.3 萬 | 0.33% | +1,291+8.1% | 加碼 |