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 |
|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 17,202 | $232.2 萬 | 0.79% | +17,202 | 新進 |
| Register Financial Advisors LLC | 17,314 | $232.2 萬 | 1.48% | +17,314 | 新進 |
| Aldebaran Financial Inc. | 17,308 | $232.1 萬 | 2.58% | −15−0.1% | 減碼 |
| Magnolia Capital Advisors LLC | 17,302 | $232.0 萬 | 1.54% | −641−3.6% | 減碼 |
| Nicolet Bankshares Inc | 25,936 | $231.8 萬 | 0.80% | −787−2.9% | 減碼 |
| Essex Investment Management Co LLC | 17,272 | $231.6 萬 | 0.36% | −633−3.5% | 減碼 |
| Amplius Wealth Advisors, LLC | 17,241 | $231.2 萬 | 0.37% | +997+6.1% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 17,231 | $231.1 萬 | 0.91% | +274+1.6% | 加碼 |
| Parkside Financial Bank & Trust | 17,216 | $230.9 萬 | 0.67% | +590+3.5% | 加碼 |
| Center for Financial Planning, Inc. | 17,204 | $230.7 萬 | 0.56% | +167+1.0% | 加碼 |
| Tranquility Partners, LLC | 17,193 | $230.6 萬 | 1.17% | −14−0.1% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 17,144 | $229.9 萬 | 0.87% | −56−0.3% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 17,103 | $229.4 萬 | 1.58% | +310+1.8% | 加碼 |
| Bull Street Advisors, LLC | 17,083 | $229.1 萬 | 1.19% | +1,158+7.3% | 加碼 |
| Midwest Professional Planners, LTD. | 16,973 | $227.6 萬 | 1.26% | +759+4.7% | 加碼 |
| Spreng Capital Management, Inc. | 16,940 | $227.2 萬 | 1.96% | −1,000−5.6% | 減碼 |
| River Street Advisors LLC | 16,912 | $226.8 萬 | 2.43% | +16,912 | 新進 |
| Guild Investment Management, Inc. | 16,875 | $226.3 萬 | 3.87% | −630−3.6% | 減碼 |
| Founders Financial Securities LLC | 16,865 | $226.2 萬 | 0.36% | +8,646+105.2% | 加碼 |
| Hollencrest Capital Management | 16,840 | $225.8 萬 | 0.28% | +796+5.0% | 加碼 |
| Moseley Investment Management Inc | 16,806 | $225.4 萬 | 1.61% | +182+1.1% | 加碼 |
| World Equity Group, Inc. | 16,805 | $225.3 萬 | 0.53% | +445+2.7% | 加碼 |
| Forza Wealth Management, LLC | 16,798 | $225.3 萬 | 1.49% | +16,798 | 新進 |
| CenterBook Partners LP | 16,791 | $225.2 萬 | 0.37% | +8,211+95.7% | 加碼 |
| RSM US Wealth Management LLC | 16,719 | $224.2 萬 | 0.11% | +491+3.0% | 加碼 |
| Bradley Mark J. | 16,692 | $223.8 萬 | 1.99% | +16,692 | 新進 |
| MRP Capital Investments, LLC | 16,662 | $223.4 萬 | 2.47% | +16,662 | 新進 |
| Benin Management CORP | 16,657 | $223.4 萬 | 0.90% | +1,300+8.5% | 加碼 |
| Game Creek Capital, LP | 16,625 | $222.9 萬 | 1.42% | −2,625−13.6% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 16,579 | $222.3 萬 | 0.67% | −821−4.7% | 減碼 |
| Kistler-Tiffany Companies, LLC | 16,564 | $222.1 萬 | 0.46% | −2,581−13.5% | 減碼 |
| Abundance Wealth Counselors | 16,552 | $222.0 萬 | 0.60% | +441+2.7% | 加碼 |
| Naviter Wealth, LLC | 15,929 | $222.0 萬 | 0.61% | +3,029+23.5% | 加碼 |
| First County Bank | 16,537 | $221.8 萬 | 1.06% | +16,537 | 新進 |
| Blue Edge Capital, LLC | 16,493 | $221.2 萬 | 0.50% | +45+0.3% | 加碼 |
| Canvas Wealth Advisors, LLC | 16,184 | $221.0 萬 | 0.92% | −567−3.4% | 減碼 |
| Boltwood Capital Management | 16,474 | $220.9 萬 | 0.90% | −297−1.8% | 減碼 |
| S.E.E.D. Planning Group LLC | 16,471 | $220.9 萬 | 0.96% | +921+5.9% | 加碼 |
| Weik Capital Management | 16,465 | $220.8 萬 | 1.03% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 16,463 | $220.8 萬 | 0.44% | +194+1.2% | 加碼 |
| Institute for Wealth Management, LLC. | 16,436 | $220.4 萬 | 0.47% | −1,505−8.4% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 16,433 | $220.4 萬 | 1.05% | −35−0.2% | 減碼 |
| Optimum Investment Advisors | 16,429 | $220.3 萬 | 1.19% | −300−1.8% | 減碼 |
| Ironwood Financial, llc | 16,377 | $219.6 萬 | 0.68% | −624−3.7% | 減碼 |
| Delta Asset Management LLC | 16,355 | $219.3 萬 | 0.24% | +490+3.1% | 加碼 |
| Peak Planning Group, LLC | 16,354 | $219.3 萬 | 1.93% | +598+3.8% | 加碼 |
| Slocum, Gordon & Co LLP | 16,340 | $219.1 萬 | 1.41% | +16,340 | 新進 |
| Worth Financial Advisory Group, LLC | 16,314 | $218.8 萬 | 2.54% | +16,314 | 新進 |
| Mission Creek Capital Partners, Inc. | 16,306 | $218.7 萬 | 0.78% | +379+2.4% | 加碼 |
| SkyView Investment Advisors, LLC | 16,293 | $218.5 萬 | 0.66% | −2,070−11.3% | 減碼 |
| Hirtle Callaghan & Co LLC | 16,276 | $218.3 萬 | 0.13% | −43−0.3% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 16,272 | $218.2 萬 | 0.49% | +1,247+8.3% | 加碼 |
| Sittner & Nelson, LLC | 16,224 | $217.6 萬 | 1.33% | +1,408+9.5% | 加碼 |
| Providence Wealth Advisors, LLC | 16,036 | $216.9 萬 | 1.61% | −98−0.6% | 減碼 |
| Everhart Financial Group, Inc. | 16,140 | $216.4 萬 | 1.09% | +1,654+11.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 16,089 | $215.7 萬 | 0.38% | −2,175−11.9% | 減碼 |
| Occidental Asset Management, LLC | 16,052 | $215.3 萬 | 0.59% | +1,390+9.5% | 加碼 |
| Oak Family Advisors, LLC | 16,041 | $215.1 萬 | 1.15% | +2,708+20.3% | 加碼 |
| Game Plan Financial Advisors, LLC | 16,024 | $214.9 萬 | 1.77% | 00.0% | 不變 |
| Trust Co | 15,946 | $213.8 萬 | 0.35% | −266−1.6% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 15,921 | $213.5 萬 | 0.95% | +1,294+8.8% | 加碼 |
| Jeppson Wealth Management, LLC | 15,903 | $213.3 萬 | 0.90% | −684−4.1% | 減碼 |
| First Capital Advisors Group, LLC. | 15,880 | $213.0 萬 | 1.44% | −2,070−11.5% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 15,856 | $212.6 萬 | 0.04% | 00.0% | 不變 |
| Red Cedar Investment Management, LLC | 15,803 | $211.9 萬 | 0.33% | +1,421+9.9% | 加碼 |
| Marex Group plc | 15,782 | $211.6 萬 | 0.30% | +15,782 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,760 | $211.3 萬 | 0.10% | +123+0.8% | 加碼 |
| Mill Creek Capital Advisors, LLC | 15,758 | $211.3 萬 | 0.09% | +15,758 | 新進 |
| Aberdeen Wealth Management LLC | 15,714 | $210.7 萬 | 1.59% | 00.0% | 不變 |
| Gleason Group, Inc. | 15,686 | $210.3 萬 | 0.66% | +125+0.8% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,679 | $210.3 萬 | 0.55% | −698−4.3% | 減碼 |
| SFMG, LLC | 15,672 | $210.2 萬 | 0.23% | +100+0.6% | 加碼 |
| All Terrain Financial Advisors, LLC | 15,611 | $209.3 萬 | 1.06% | +147+1.0% | 加碼 |
| WealthBridge Capital Management, LLC | 15,603 | $209.2 萬 | 0.87% | −873−5.3% | 減碼 |
| WT Wealth Management | 15,596 | $209.1 萬 | 1.02% | −2,131−12.0% | 減碼 |
| Etesian Wealth Advisors, Inc. | 15,559 | $208.6 萬 | 1.52% | +15,559 | 新進 |
| High Net Worth Advisory Group LLC | 15,551 | $208.5 萬 | 0.81% | −667−4.1% | 減碼 |
| Paradigm Capital Management, LLC | 15,549 | $208.5 萬 | 3.05% | −50.0% | 減碼 |
| Caliber Wealth Management, LLC | 15,549 | $208.5 萬 | 1.59% | +11+0.1% | 加碼 |
| Trillium Asset Management, LLC | 15,531 | $208.3 萬 | 0.06% | +2,730+21.3% | 加碼 |
| Stonnington Group, LLC | 14,999 | $207.9 萬 | 0.57% | −8,270−35.5% | 減碼 |
| Autumn Glory Partners, LLC | 15,463 | $207.4 萬 | 1.11% | +4,982+47.5% | 加碼 |
| Rollins Financial | 15,443 | $207.1 萬 | 0.79% | −458−2.9% | 減碼 |
| Birmingham Capital Management Co Inc | 15,417 | $206.7 萬 | 0.78% | +220+1.4% | 加碼 |
| Warren Averett Asset Management, LLC | 15,403 | $206.5 萬 | 0.11% | +951+6.6% | 加碼 |
| Phillips Financial Management, LLC | 15,401 | $206.5 萬 | 0.21% | +179+1.2% | 加碼 |
| Missouri Trust & Investment Co | 15,331 | $205.6 萬 | 1.23% | +53+0.3% | 加碼 |
| Alaethes Wealth LLC | 15,327 | $205.5 萬 | 1.41% | −5,788−27.4% | 減碼 |
| Wolff Wiese Magana LLC | 15,326 | $205.5 萬 | 1.76% | −152−1.0% | 減碼 |
| Gryphon Financial Partners LLC | 15,322 | $205.5 萬 | 0.50% | −1,711−10.0% | 減碼 |
| Icon Wealth Advisors, LLC | 15,318 | $205.4 萬 | 0.24% | −1,500−8.9% | 減碼 |
| Guardian Capital LP | 15,255 | $204.6 萬 | 0.07% | +2,000+15.1% | 加碼 |
| Key Financial Inc | 19,464 | $203.4 萬 | 0.96% | 00.0% | 不變 |
| Chatham Capital Group, Inc. | 15,165 | $203.4 萬 | 0.48% | −3,475−18.6% | 減碼 |
| Continental Advisors LLC | 15,135 | $203.0 萬 | 1.93% | 00.0% | 不變 |
| 3Chopt Investment Partners, LLC | 15,125 | $202.8 萬 | 1.11% | +15,125 | 新進 |
| Roof Eidam & Maycock | 15,076 | $202.2 萬 | 0.72% | +8+0.1% | 加碼 |
| Carmignac Gestion | 15,000 | $201.2 萬 | 0.04% | +5,000+50.0% | 加碼 |
| True North Advisors, LLC | 14,973 | $200.8 萬 | 0.68% | +699+4.9% | 加碼 |
| Simon Quick Advisors, LLC | 14,950 | $200.5 萬 | 0.24% | +3,590+31.6% | 加碼 |