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 |
|---|---|---|---|---|---|
| Bokf, NA | 300,237 | $4,026 萬 | 0.74% | −24,207−7.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 300,225 | $4,026 萬 | 0.69% | +24,059+8.7% | 加碼 |
| Fiduciary Trust Co | 297,590 | $3,991 萬 | 0.78% | −5,599−1.8% | 減碼 |
| South Dakota Investment Council | 297,587 | $3,991 萬 | 0.89% | +7,120+2.5% | 加碼 |
| Roffman Miller Associates Inc | 294,969 | $3,956 萬 | 3.26% | +259+0.1% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 292,558 | $3,923 萬 | 2.01% | +2,102+0.7% | 加碼 |
| Meitav Dash Investments Ltd | 287,309 | $3,840 萬 | 0.66% | −57,309−16.6% | 減碼 |
| HM Payson & Co | 286,383 | $3,840 萬 | 0.96% | −45,966−13.8% | 減碼 |
| PM Capital Ltd | 284,889 | $3,820 萬 | 8.03% | 00.0% | 不變 |
| North Star Investment Management Corp. | 283,347 | $3,800 萬 | 3.37% | −2,668−0.9% | 減碼 |
| Advisors Asset Management, Inc. | 281,451 | $3,774 萬 | 0.78% | −23,621−7.7% | 減碼 |
| ZWJ Investment Counsel Inc | 280,088 | $3,756 萬 | 2.12% | −604−0.2% | 減碼 |
| Daiwa Securities Group Inc. | 280,082 | $3,756 萬 | 0.29% | +18,490+7.1% | 加碼 |
| Sabal Trust CO | 278,700 | $3,737 萬 | 2.54% | +1,269+0.5% | 加碼 |
| First Manhattan Co | 276,937 | $3,695 萬 | 0.14% | −3,667−1.3% | 減碼 |
| Destination Wealth Management | 273,326 | $3,665 萬 | 1.46% | −4,032−1.5% | 減碼 |
| Wafra Inc. | 272,398 | $3,653 萬 | 1.40% | +70,473+34.9% | 加碼 |
| Stephens Inc | 271,937 | $3,647 萬 | 0.75% | −5,279−1.9% | 減碼 |
| Ossiam | 269,032 | $3,608 萬 | 0.94% | +23,866+9.7% | 加碼 |
| Argent Trust Co | 268,826 | $3,605 萬 | 2.38% | +19,074+7.6% | 加碼 |
| Nexus Investment Management ULC | 265,372 | $3,559 萬 | 4.02% | −700−0.3% | 減碼 |
| McDonald Capital Investors Inc | 264,562 | $3,548 萬 | 2.95% | −6,215−2.3% | 減碼 |
| Taurus Asset Management, LLC | 264,175 | $3,543 萬 | 4.50% | −4,096−1.5% | 減碼 |
| Barr E S & Co | 262,238 | $3,517 萬 | 2.92% | −4,245−1.6% | 減碼 |
| Searle & Co. | 261,117 | $3,502 萬 | 11.94% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 260,244 | $3,490 萬 | 0.38% | −30,810−10.6% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 258,436 | $3,466 萬 | 1.86% | +18,299+7.6% | 加碼 |
| Two Sigma Advisers, LP | 257,700 | $3,456 萬 | 0.10% | −3,830,600−93.7% | 減碼 |
| Parsec Financial Management, Inc. | 257,374 | $3,451 萬 | 1.54% | −13,730−5.1% | 減碼 |
| Cornerstone Advisors, LLC | 257,000 | $3,446 萬 | 1.70% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 255,973 | $3,433 萬 | 0.27% | +25,769+11.2% | 加碼 |
| First National Trust Co | 255,268 | $3,423 萬 | 1.81% | +2,395+0.9% | 加碼 |
| Chartwell Investment Partners, LLC | 255,000 | $3,420 萬 | 1.35% | −21,787−7.9% | 減碼 |
| MBB Public Markets I LLC | 254,298 | $3,410 萬 | 0.95% | +460.0% | 加碼 |
| First National Bank of Omaha | 253,923 | $3,405 萬 | 2.10% | −6,488−2.5% | 減碼 |
| Meyer Handelman Co | 249,007 | $3,339 萬 | 1.40% | +536+0.2% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 247,887 | $3,324 萬 | 1.59% | +123,187+98.8% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 247,869 | $3,324 萬 | 0.51% | +247,869 | 新進 |
| Lockheed Martin Investment Management Co | 244,610 | $3,280 萬 | 2.18% | +9,050+3.8% | 加碼 |
| Wealthfront Advisers LLC | 244,421 | $3,278 萬 | 0.16% | +17,081+7.5% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 243,814 | $3,266 萬 | 0.48% | +25,232+11.5% | 加碼 |
| Ingalls & Snyder LLC | 242,969 | $3,258 萬 | 1.78% | −954−0.4% | 減碼 |
| Securian Asset Management, Inc | 241,140 | $3,234 萬 | 0.90% | −2,516−1.0% | 減碼 |
| Fishman Jay A Ltd | 240,889 | $3,230 萬 | 4.54% | +165+0.1% | 加碼 |
| Prudential PLC | 240,284 | $3,222 萬 | 0.40% | +74,205+44.7% | 加碼 |
| Tocqueville Asset Management L.P. | 239,881 | $3,217 萬 | 0.61% | −1,671−0.7% | 減碼 |
| Bryn Mawr Trust Co | 239,737 | $3,215 萬 | 1.46% | −5,723−2.3% | 減碼 |
| Hosking Partners LLP | 238,904 | $3,204 萬 | 1.30% | +116,556+95.3% | 加碼 |
| Venture Visionary Partners LLC | 238,294 | $3,196 萬 | 2.31% | +10,550+4.6% | 加碼 |
| Heritage Investors Management Corp | 237,044 | $3,179 萬 | 1.45% | +612+0.3% | 加碼 |
| Busey Wealth Management | 236,734 | $3,175 萬 | 1.43% | −6,024−2.5% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 236,189 | $3,167 萬 | 1.27% | +2,449+1.0% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 235,727 | $3,161 萬 | 0.73% | −7,010−2.9% | 減碼 |
| Johnson Investment Counsel Inc | 235,372 | $3,156 萬 | 0.43% | +21,401+10.0% | 加碼 |
| Capital International Ltd | 233,737 | $3,134 萬 | 2.16% | +23,834+11.4% | 加碼 |
| First Foundation Advisors | 231,996 | $3,111 萬 | 1.49% | −14,088−5.7% | 減碼 |
| Walleye Trading LLC | 230,928 | $3,097 萬 | 0.78% | −21,658−8.6% | 減碼 |
| Kentucky Retirement Systems | 230,563 | $3,092 萬 | 1.22% | +1,007+0.4% | 加碼 |
| Alpha Cubed Investments, LLC | 230,544 | $3,092 萬 | 2.34% | −96,587−29.5% | 減碼 |
| Crestwood Advisors Group LLC | 230,244 | $3,088 萬 | 1.05% | −6,420−2.7% | 減碼 |
| Central Securities Corp | 230,000 | $3,084 萬 | 3.99% | 00.0% | 不變 |
| Cetera Advisors LLC | 229,620 | $3,079 萬 | 0.56% | +2,683+1.2% | 加碼 |
| Maryland State Retirement & Pension System | 228,866 | $3,069 萬 | 0.90% | +228,866 | 新進 |
| Gradient Investments LLC | 228,484 | $3,064 萬 | 0.97% | −38,241−14.3% | 減碼 |
| Private Wealth Partners, LLC | 227,192 | $3,047 萬 | 3.49% | +491+0.2% | 加碼 |
| Elo Mutual Pension Insurance Co | 227,019 | $3,044 萬 | 1.04% | +6,429+2.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 226,390 | $3,036 萬 | 0.39% | +2,247+1.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 226,097 | $3,032 萬 | 0.20% | −139,972−38.2% | 減碼 |
| NorthCrest Asset Manangement, LLC | 226,030 | $3,031 萬 | 1.72% | −12,771−5.3% | 減碼 |
| Flputnam Investment Management Co | 225,304 | $3,021 萬 | 1.10% | −1,651−0.7% | 減碼 |
| Baker Avenue Asset Management, LP | 224,377 | $3,009 萬 | 1.80% | −3,916−1.7% | 減碼 |
| Klingenstein Fields & Co LP | 223,041 | $2,991 萬 | 1.55% | −3,764−1.7% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 221,223 | $2,967 萬 | 2.99% | −9,379−4.1% | 減碼 |
| Old National Bancorp | 220,385 | $2,955 萬 | 0.93% | −8,779−3.8% | 減碼 |
| Sequoia Financial Advisors, LLC | 220,253 | $2,954 萬 | 0.73% | +58,183+35.9% | 加碼 |
| Atria Investments LLC | 220,228 | $2,954 萬 | 0.61% | +9,742+4.6% | 加碼 |
| Clifford Swan Investment Counsel LLC | 219,967 | $2,950 萬 | 1.28% | +468+0.2% | 加碼 |
| First Horizon Advisors, Inc. | 219,808 | $2,948 萬 | 1.09% | −3,378−1.5% | 減碼 |
| Mill Capital Management, LLC | 219,448 | $2,943 萬 | 3.23% | −131−0.1% | 減碼 |
| Matrix Asset Advisors Inc | 219,020 | $2,937 萬 | 4.42% | −2,258−1.0% | 減碼 |
| Spears Abacus Advisors LLC | 218,928 | $2,936 萬 | 2.80% | −33,497−13.3% | 減碼 |
| Stewart & Patten Co LLC | 218,880 | $2,935 萬 | 5.11% | +685+0.3% | 加碼 |
| Salem Investment Counselors Inc | 216,990 | $2,910 萬 | 1.25% | +2,579+1.2% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 216,550 | $2,904 萬 | 0.39% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 215,233 | $2,886 萬 | 2.77% | +1,320+0.6% | 加碼 |
| Schwerin Boyle Capital Management Inc | 214,876 | $2,881 萬 | 2.91% | −2,600−1.2% | 減碼 |
| Ieq Capital, LLC | 213,839 | $2,868 萬 | 0.80% | +9,934+4.9% | 加碼 |
| Manitou Investment Management Ltd. | 213,756 | $2,866 萬 | 5.08% | +587+0.3% | 加碼 |
| Hartford Investment Management Co | 213,206 | $2,859 萬 | 0.87% | −81,612−27.7% | 減碼 |
| Highland Capital Management, LLC | 212,866 | $2,855 萬 | 2.02% | −3,998−1.8% | 減碼 |
| Absher Wealth Management, LLC | 212,700 | $2,852 萬 | 5.23% | +7,155+3.5% | 加碼 |
| Pictet & Cie (Europe) SA | 211,610 | $2,838 萬 | 1.39% | +5,000+2.4% | 加碼 |
| Chilton Capital Management LLC | 211,366 | $2,834 萬 | 1.76% | −4,883−2.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 210,731 | $2,826 萬 | 0.72% | −8,303−3.8% | 減碼 |
| Wade G W & Inc | 209,405 | $2,808 萬 | 1.15% | +14,392+7.4% | 加碼 |
| MMBG Investment Advisors Co. | 209,374 | $2,808 萬 | 3.72% | −8,265−3.8% | 減碼 |
| Northeast Investment Management | 209,228 | $2,806 萬 | 1.79% | +1,078+0.5% | 加碼 |
| Howard Capital Management Group, LLC | 208,983 | $2,803 萬 | 3.36% | −850−0.4% | 減碼 |
| Chesley Taft & Associates LLC | 208,537 | $2,796 萬 | 1.93% | +699+0.3% | 加碼 |
| Smith, Salley & Associates | 207,886 | $2,788 萬 | 2.38% | +494+0.2% | 加碼 |