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 5,157 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
- 3,629
- 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 1,368 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $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 |
|---|---|---|---|---|---|
| Employees Retirement System of Texas | 458,350 | $6,147 萬 | 0.89% | 00.0% | 不變 |
| CCLA Investment Management Ltd | 456,208 | $6,117 萬 | 1.38% | −74,814−14.1% | 減碼 |
| Berkshire Asset Management LLC | 453,841 | $6,086 萬 | 3.90% | +2,741+0.6% | 加碼 |
| Gabelli Funds LLC | 453,517 | $6,082 萬 | 0.47% | +1,450+0.3% | 加碼 |
| E. Ohman J:or Asset Management AB | 453,231 | $6,078 萬 | 2.66% | −2,600−0.6% | 減碼 |
| Capital Advisors Inc | 449,175 | $6,023 萬 | 1.71% | +62,839+16.3% | 加碼 |
| Omers Administration Corp | 446,464 | $5,987 萬 | 0.96% | 00.0% | 不變 |
| InterOcean Capital Group, LLC | 441,508 | $5,921 萬 | 2.17% | +11,060+2.6% | 加碼 |
| Mutual of America Capital Management LLC | 439,262 | $5,891 萬 | 0.73% | +11,997+2.8% | 加碼 |
| Ninety One UK Ltd | 438,900 | $5,886 萬 | 0.19% | −74,371−14.5% | 減碼 |
| Investment Management Corp of Ontario | 433,267 | $5,810 萬 | 2.83% | +53,267+14.0% | 加碼 |
| Stock Yards Bank & Trust Co | 431,247 | $5,783 萬 | 2.27% | +1,041+0.2% | 加碼 |
| RNC Capital Management LLC | 430,551 | $5,774 萬 | 3.24% | −10,708−2.4% | 減碼 |
| SEI Investments Co | 430,361 | $5,771 萬 | 0.13% | −226,052−34.4% | 減碼 |
| Capital International Inc | 430,226 | $5,769 萬 | 1.25% | +7,325+1.7% | 加碼 |
| Prio Wealth Limited Partnership | 423,829 | $5,684 萬 | 2.28% | +5,288+1.3% | 加碼 |
| Pinnacle Associates Ltd | 422,205 | $5,662 萬 | 1.23% | +6,762+1.6% | 加碼 |
| Glenview Trust Co | 421,208 | $5,648 萬 | 1.87% | +18,310+4.5% | 加碼 |
| Abrams Bison Investments, LLC | 420,000 | $5,632 萬 | 6.01% | +420,000 | 新進 |
| Texas Permanent School Fund | 416,407 | $5,584 萬 | 0.85% | +1,811+0.4% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 415,817 | $5,576 萬 | 1.72% | +413,074+15,059.2% | 加碼 |
| New York Life Investment Management LLC | 415,597 | $5,573 萬 | 0.64% | +421+0.1% | 加碼 |
| Commerzbank Aktiengesellschaft | 414,191 | $5,554 萬 | 3.46% | +147,822+55.5% | 加碼 |
| Dodge & Cox | 414,000 | $5,552 萬 | 0.04% | −38,360−8.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 411,843 | $5,523 萬 | 0.58% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 410,593 | $5,506 萬 | 0.68% | +3,595+0.9% | 加碼 |
| Abeille Asset Management SA | 367,362 | $5,496 萬 | 2.83% | −88,066−19.3% | 減碼 |
| Becker Capital Management Inc | 408,835 | $5,482 萬 | 2.55% | +4,074+1.0% | 加碼 |
| Madison Asset Management, LLC | 407,325 | $5,462 萬 | 0.86% | +6,923+1.7% | 加碼 |
| Seizert Capital Partners, LLC | 403,982 | $5,417 萬 | 2.88% | −7,741−1.9% | 減碼 |
| RMB Capital Management, LLC | 401,831 | $5,389 萬 | 1.92% | +5,842+1.5% | 加碼 |
| Locust Wood Capital Advisers, LLC | 401,303 | $5,381 萬 | 3.77% | +11,992+3.1% | 加碼 |
| Cantor Fitzgerald, L. P. | 400,789 | $5,375 萬 | 1.16% | −2,606−0.6% | 減碼 |
| Guidance Point Advisors, LLC | 400,578 | $5,372 萬 | 22.75% | +40.0% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 394,942 | $5,296 萬 | 2.04% | +394,942 | 新進 |
| Synovus Financial Corp | 392,912 | $5,269 萬 | 0.60% | +3,117+0.8% | 加碼 |
| Associated Banc-Corp | 392,284 | $5,261 萬 | 2.19% | +3,171+0.8% | 加碼 |
| Waters Parkerson & Co., LLC | 389,896 | $5,229 萬 | 3.15% | −948−0.2% | 減碼 |
| Avalon Investment & Advisory | 388,624 | $5,212 萬 | 1.48% | −11,925−3.0% | 減碼 |
| Gamco Investors, Inc. Et Al | 386,316 | $5,180 萬 | 0.56% | −1,039−0.3% | 減碼 |
| Cambiar Investors LLC | 382,796 | $5,133 萬 | 2.34% | −11,209−2.8% | 減碼 |
| Nicholas Company, Inc. | 382,470 | $5,129 萬 | 1.10% | −850.0% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 381,881 | $5,121 萬 | 3.64% | +1,372+0.4% | 加碼 |
| TCTC Holdings, LLC | 381,338 | $5,114 萬 | 2.08% | +4,132+1.1% | 加碼 |
| Davis R M Inc | 380,386 | $5,101 萬 | 1.37% | −7,133−1.8% | 減碼 |
| Xponance, Inc. | 378,879 | $5,081 萬 | 0.82% | +61,946+19.5% | 加碼 |
| Cambridge Trust Co | 377,351 | $5,060 萬 | 2.26% | −10,713−2.8% | 減碼 |
| D.A. Davidson & Co. | 376,103 | $5,042 萬 | 0.59% | +4,193+1.1% | 加碼 |
| ArrowMark Colorado Holdings LLC | 373,371 | $5,007 萬 | 0.60% | +1000.0% | 加碼 |
| Country Trust Bank | 372,318 | $4,993 萬 | 1.48% | −7,547−2.0% | 減碼 |
| Private Management Group Inc | 370,446 | $4,968 萬 | 2.20% | −494−0.1% | 減碼 |
| Vaughan David Investments LLC | 370,001 | $4,962 萬 | 1.48% | +204+0.1% | 加碼 |
| Advisors Capital Management, LLC | 365,093 | $4,896 萬 | 1.33% | +7,925+2.2% | 加碼 |
| Jane Street Group, LLC | 362,705 | $4,864 萬 | 0.09% | −264,323−42.2% | 減碼 |
| Swiss Life Asset Management Ltd | 359,686 | $4,829 萬 | 0.81% | +2,890+0.8% | 加碼 |
| Washington Trust Co | 359,179 | $4,817 萬 | 2.24% | −14,724−3.9% | 減碼 |
| Alyeska Investment Group, L.P. | 356,968 | $4,787 萬 | 0.50% | +356,968 | 新進 |
| Brandes Investment Partners, LP | 356,556 | $4,781 萬 | 1.34% | −44,393−11.1% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 354,938 | $4,760 萬 | 1.53% | 00.0% | 不變 |
| PFS Investments Inc. | 354,908 | $4,759 萬 | 0.89% | +63,632+21.8% | 加碼 |
| Principle Wealth Partners LLC | 354,048 | $4,748 萬 | 5.38% | +2,981+0.8% | 加碼 |
| Oppenheimer & Co Inc | 351,761 | $4,717 萬 | 1.07% | −7,997−2.2% | 減碼 |
| Foundry Partners, LLC | 349,761 | $4,690 萬 | 2.59% | −5,185−1.5% | 減碼 |
| Miller Value Partners, LLC | 349,181 | $4,683 萬 | 3.02% | −42,622−10.9% | 減碼 |
| Vontobel Holding Ltd. | 351,717 | $4,659 萬 | 0.47% | +46,352+15.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 347,184 | $4,656 萬 | 0.17% | +68,833+24.7% | 加碼 |
| Guggenheim Capital LLC | 346,701 | $4,649 萬 | 0.41% | +46,680+15.6% | 加碼 |
| SG Americas Securities, LLC | 344,291 | $4,617 萬 | 0.68% | −105,708−23.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 343,911 | $4,612 萬 | 0.89% | +23,937+7.5% | 加碼 |
| Czech National Bank | 343,526 | $4,607 萬 | 1.22% | +3,012+0.9% | 加碼 |
| Cetera Advisor Networks LLC | 342,254 | $4,590 萬 | 0.37% | +73,989+27.6% | 加碼 |
| Cetera Investment Advisers | 342,142 | $4,588 萬 | 0.43% | +144,179+72.8% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 342,103 | $4,588 萬 | 3.93% | −30,500−8.2% | 減碼 |
| Global Frontier Investments LLC | 339,000 | $4,546 萬 | 19.99% | 00.0% | 不變 |
| Deprince Race & Zollo Inc | 337,502 | $4,526 萬 | 1.04% | −2,551−0.8% | 減碼 |
| Henshaw Capital LLC | 337,139 | $4,521 萬 | 3.01% | −10,521−3.0% | 減碼 |
| AE Wealth Management LLC | 337,068 | $4,520 萬 | 0.33% | +29,298+9.5% | 加碼 |
| Mercer Global Advisors Inc | 336,522 | $4,513 萬 | 0.23% | +34,068+11.3% | 加碼 |
| Carnegie Capital Asset Management, LLC | 330,453 | $4,431 萬 | 1.91% | +8,410+2.6% | 加碼 |
| Intech Investment Management LLC | 329,010 | $4,412 萬 | 0.33% | −157,931−32.4% | 減碼 |
| Eisler Capital (UK) Ltd. | 327,617 | $4,394 萬 | 10.82% | −25,363−7.2% | 減碼 |
| Raymond James Trust N.A. | 323,479 | $4,338 萬 | 1.46% | +7,216+2.3% | 加碼 |
| Banco Santander, S.A. | 322,697 | $4,327 萬 | 0.64% | −22,294−6.5% | 減碼 |
| Massmutual Trust Co FSB | 321,279 | $4,308 萬 | 1.77% | −4,661−1.4% | 減碼 |
| Donaldson Capital Management, LLC | 320,625 | $4,300 萬 | 2.10% | +2,743+0.9% | 加碼 |
| Payden & Rygel | 319,460 | $4,284 萬 | 2.28% | +6,900+2.2% | 加碼 |
| Bridges Investment Management Inc | 318,253 | $4,268 萬 | 1.57% | +5,411+1.7% | 加碼 |
| Ancora Advisors, LLC | 317,521 | $4,258 萬 | 1.24% | +393+0.1% | 加碼 |
| Aristotle Atlantic Partners, LLC | 313,732 | $4,207 萬 | 2.36% | +8,280+2.7% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 311,943 | $4,183 萬 | 0.22% | +244,190+360.4% | 加碼 |
| Westpac Banking Corp | 311,710 | $4,180 萬 | 0.62% | −11,648−3.6% | 減碼 |
| MAI Capital Management | 309,872 | $4,155 萬 | 0.70% | −3,725−1.2% | 減碼 |
| Welch Group, LLC | 309,585 | $4,152 萬 | 2.37% | +8,467+2.8% | 加碼 |
| Vigilant Capital Management, LLC | 308,581 | $4,138 萬 | 3.54% | −1,670−0.5% | 減碼 |
| Man Group plc | 308,404 | $4,136 萬 | 0.15% | +23,787+8.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 305,407 | $4,095 萬 | 1.62% | +444+0.1% | 加碼 |
| Wesbanco Bank Inc | 303,678 | $4,072 萬 | 1.82% | +20,940+7.4% | 加碼 |
| Conning Inc. | 302,106 | $4,046 萬 | 1.32% | −30,354−9.1% | 減碼 |
| Miller Howard Investments Inc | 301,255 | $4,040 萬 | 1.46% | −43,806−12.7% | 減碼 |
| Eastern Bank | 300,969 | $4,036 萬 | 2.15% | −2,224−0.7% | 減碼 |