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 |
|---|---|---|---|---|---|
| Fullerton Fund Management Co Ltd. | 206,423 | $2,768 萬 | 2.06% | +195,014+1,709.3% | 加碼 |
| LMCG Investments, LLC | 206,048 | $2,763 萬 | 1.93% | +420+0.2% | 加碼 |
| NS Partners Ltd | 204,355 | $2,740 萬 | 1.65% | −34,337−14.4% | 減碼 |
| Cardinal Capital Management, Inc. | 202,787 | $2,719 萬 | 1.53% | +5,821+3.0% | 加碼 |
| Eagle Global Advisors LLC | 202,013 | $2,709 萬 | 1.87% | −617−0.3% | 減碼 |
| Hancock Whitney Corp | 201,442 | $2,701 萬 | 1.04% | −451−0.2% | 減碼 |
| Front Barnett Associates LLC | 201,295 | $2,699 萬 | 3.41% | −990.0% | 減碼 |
| Braun Stacey Associates Inc | 199,288 | $2,672 萬 | 1.52% | +5,134+2.6% | 加碼 |
| Capital Investment Advisors, LLC | 198,800 | $2,666 萬 | 0.81% | +5,124+2.6% | 加碼 |
| Citizens Financial Group Inc | 198,638 | $2,664 萬 | 1.04% | +46,292+30.4% | 加碼 |
| Estabrook Capital Management | 198,601 | $2,663 萬 | 4.58% | −2,086−1.0% | 減碼 |
| Shufro Rose & Co LLC | 197,357 | $2,647 萬 | 2.23% | +660+0.3% | 加碼 |
| Brinker Capital Investments, LLC | 197,179 | $2,644 萬 | 0.53% | −8,317−4.0% | 減碼 |
| Thomasville National Bank | 197,038 | $2,642 萬 | 3.05% | +776+0.4% | 加碼 |
| Community Trust & Investment Co | 196,152 | $2,630 萬 | 2.39% | −2,631−1.3% | 減碼 |
| Janney Capital Management LLC | 195,763 | $2,625 萬 | 1.88% | +5,490+2.9% | 加碼 |
| Capital International Sarl | 194,546 | $2,609 萬 | 1.84% | +42,466+27.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 194,520 | $2,608 萬 | 0.42% | +8,668+4.7% | 加碼 |
| Levin Capital Strategies, L.P. | 194,283 | $2,605 萬 | 3.52% | +1,268+0.7% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 193,130 | $2,590 萬 | 1.71% | +5,740+3.1% | 加碼 |
| Louisiana State Employees Retirement System | 189,500 | $2,541 萬 | 0.70% | +1,800+1.0% | 加碼 |
| Franklin Street Advisors Inc | 189,167 | $2,537 萬 | 2.41% | +11,590+6.5% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 185,647 | $2,490 萬 | 1.44% | +185,647 | 新進 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 184,900 | $2,480 萬 | 0.30% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 184,465 | $2,474 萬 | 0.19% | +830.0% | 加碼 |
| Trust Co of Vermont | 184,393 | $2,473 萬 | 1.81% | +13,024+7.6% | 加碼 |
| Maple Capital Management, Inc. | 184,050 | $2,468 萬 | 3.27% | −901−0.5% | 減碼 |
| Palisade Capital Management LLC | 183,408 | $2,460 萬 | 0.66% | +702+0.4% | 加碼 |
| Wharton Business Group, LLC | 183,065 | $2,455 萬 | 1.42% | +675+0.4% | 加碼 |
| Hyman Charles D | 182,555 | $2,448 萬 | 1.67% | −250.0% | 減碼 |
| Core Alternative Capital | 182,539 | $2,448 萬 | 3.11% | +40,692+28.7% | 加碼 |
| Fort Pitt Capital Group, LLC | 182,480 | $2,447 萬 | 1.00% | +11,966+7.0% | 加碼 |
| Wilsey Asset Management Inc | 180,967 | $2,427 萬 | 5.78% | −831−0.5% | 減碼 |
| LaFleur & Godfrey LLC | 180,351 | $2,419 萬 | 4.03% | −28,634−13.7% | 減碼 |
| La Banque Postale Asset Management SA | 180,204 | $2,417 萬 | 0.69% | +180,204 | 新進 |
| Ironvine Capital Partners, LLC | 179,768 | $2,411 萬 | 3.12% | +7,718+4.5% | 加碼 |
| Rockland Trust Co | 179,674 | $2,409 萬 | 1.53% | −1,733−1.0% | 減碼 |
| Central Trust Co | 179,514 | $2,407 萬 | 0.74% | +1,106+0.6% | 加碼 |
| Oak Associates, Ltd | 178,576 | $2,395 萬 | 2.01% | −9,170−4.9% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 178,177 | $2,389 萬 | 1.84% | +2,293+1.3% | 加碼 |
| American Assets Investment Management, LLC | 177,600 | $2,382 萬 | 2.76% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 177,369 | $2,379 萬 | 0.72% | +43,229+32.2% | 加碼 |
| Marco Investment Management LLC | 176,516 | $2,367 萬 | 2.76% | −2,140−1.2% | 減碼 |
| Tower Bridge Advisors | 176,368 | $2,365 萬 | 1.96% | −1,866−1.0% | 減碼 |
| Holocene Advisors, LP | 176,119 | $2,362 萬 | 0.15% | +55,911+46.5% | 加碼 |
| Sandy Spring Bank | 175,834 | $2,358 萬 | 1.40% | −5,340−2.9% | 減碼 |
| Polaris Wealth Advisory Group, LLC | 168,743 | $2,356 萬 | 1.76% | −9,724−5.4% | 減碼 |
| Anchor Capital Advisors LLC | 175,699 | $2,356 萬 | 0.60% | −17,330−9.0% | 減碼 |
| KCM Investment Advisors LLC | 174,828 | $2,344 萬 | 1.01% | −727−0.4% | 減碼 |
| Appleton Partners Inc | 174,248 | $2,337 萬 | 2.21% | −2,104−1.2% | 減碼 |
| Howe & Rusling Inc | 173,869 | $2,332 萬 | 2.92% | +8,524+5.2% | 加碼 |
| Cullinan Associates Inc | 173,417 | $2,326 萬 | 1.29% | −21,358−11.0% | 減碼 |
| Veritable, L.P. | 173,390 | $2,325 萬 | 0.42% | +3,862+2.3% | 加碼 |
| Farmers & Merchants Investments Inc | 173,383 | $2,325 萬 | 0.96% | +259+0.1% | 加碼 |
| Verity & Verity, LLC | 172,528 | $2,314 萬 | 3.02% | +10,705+6.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 171,916 | $2,305 萬 | 0.38% | +14,493+9.2% | 加碼 |
| Congress Wealth Management LLC | 171,586 | $2,301 萬 | 0.59% | −815−0.5% | 減碼 |
| Randolph Co Inc | 171,464 | $2,299 萬 | 3.52% | 00.0% | 不變 |
| Brookstone Capital Management | 165,878 | $2,288 萬 | 0.46% | +12,997+8.5% | 加碼 |
| Bank of Nova Scotia Trust Co | 170,288 | $2,284 萬 | 2.47% | +509+0.3% | 加碼 |
| Logan Capital Management Inc | 170,238 | $2,283 萬 | 1.17% | +27,060+18.9% | 加碼 |
| Norinchukin Bank, The | 170,062 | $2,281 萬 | 0.49% | −47,714−21.9% | 減碼 |
| Blue Chip Partners, Inc. | 169,756 | $2,276 萬 | 2.83% | +195+0.1% | 加碼 |
| Metropolitan Life Insurance Co | 169,657 | $2,275 萬 | 1.02% | −2,083−1.2% | 減碼 |
| Lido Advisors, LLC | 168,765 | $2,263 萬 | 0.40% | −72,549−30.1% | 減碼 |
| Erste Asset Management GmbH | 167,900 | $2,239 萬 | 0.47% | +1,500+0.9% | 加碼 |
| Moody Lynn & Lieberson, LLC | 166,406 | $2,232 萬 | 2.04% | −1,334−0.8% | 減碼 |
| Squarepoint Ops LLC | 166,204 | $2,229 萬 | 0.16% | −101,756−38.0% | 減碼 |
| Lowe Brockenbrough & Co Inc | 165,909 | $2,225 萬 | 1.94% | +2,121+1.3% | 加碼 |
| Easterly Investment Partners LLC | 165,907 | $2,225 萬 | 1.92% | −1,668−1.0% | 減碼 |
| JustInvest LLC | 165,717 | $2,222 萬 | 0.92% | +11,282+7.3% | 加碼 |
| Arvest Trust Co N A | 165,674 | $2,222 萬 | 1.40% | −1,918−1.1% | 減碼 |
| Ziegler Capital Management, LLC | 165,147 | $2,221 萬 | 0.93% | +22,778+16.0% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 164,199 | $2,202 萬 | 4.82% | −4,715−2.8% | 減碼 |
| Carret Asset Management, LLC | 164,022 | $2,200 萬 | 3.04% | +678+0.4% | 加碼 |
| Villere St Denis J & Co LLC | 163,711 | $2,195 萬 | 1.71% | −3,100−1.9% | 減碼 |
| South State Corp. | 163,366 | $2,191 萬 | 2.03% | +772+0.5% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 162,318 | $2,177 萬 | 1.01% | +4,491+2.8% | 加碼 |
| Aptus Capital Advisors, LLC | 161,938 | $2,172 萬 | 0.71% | +8,316+5.4% | 加碼 |
| Brookfield Asset Management Inc. | 161,463 | $2,165 萬 | 0.08% | −149,069−48.0% | 減碼 |
| Longbow Finance SA | 161,156 | $2,161 萬 | 2.91% | +161,156 | 新進 |
| Abner Herrman & Brock LLC | 160,118 | $2,147 萬 | 3.30% | +1,909+1.2% | 加碼 |
| Fukoku Mutual Life Insurance Co | 160,100 | $2,147 萬 | 1.81% | +26,000+19.4% | 加碼 |
| Rothschild Investment Corp | 159,889 | $2,144 萬 | 1.97% | −670−0.4% | 減碼 |
| National Asset Management, Inc. | 157,808 | $2,116 萬 | 0.59% | +14,020+9.8% | 加碼 |
| Harvest Portfolios Group Inc. | 157,707 | $2,115 萬 | 1.22% | +157,707 | 新進 |
| Kestra Private Wealth Services, LLC | 155,749 | $2,089 萬 | 1.06% | −2,018−1.3% | 減碼 |
| Jefferies Financial Group Inc. | 154,167 | $2,067 萬 | 0.35% | +154,167 | 新進 |
| CWM, LLC | 151,913 | $2,037 萬 | 0.15% | +22,803+17.7% | 加碼 |
| Dixon Mitchell Investment Counsel Inc. | 151,612 | $2,033 萬 | 1.36% | +4,225+2.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 151,362 | $2,030 萬 | 0.51% | −89,659−37.2% | 減碼 |
| Osher Van de Voorde Investment Management | 151,180 | $2,027 萬 | 5.22% | −6,755−4.3% | 減碼 |
| Avantax Advisory Services, Inc. | 151,117 | $2,026 萬 | 0.27% | +6,193+4.3% | 加碼 |
| FineMark National Bank & Trust | 150,900 | $2,024 萬 | 0.91% | +471+0.3% | 加碼 |
| Allen Investment Management LLC | 150,844 | $2,023 萬 | 0.32% | −1,159−0.8% | 減碼 |
| Wesleyan Assurance Society | 150,207 | $2,014 萬 | 2.48% | 00.0% | 不變 |
| Alpine Woods Capital Investors, LLC | 150,156 | $2,014 萬 | 2.93% | −8,182−5.2% | 減碼 |
| Parsons Capital Management Inc | 149,288 | $2,002 萬 | 1.67% | +2,157+1.5% | 加碼 |
| Gratus Capital LLC | 149,146 | $2,000 萬 | 1.66% | +61,429+70.0% | 加碼 |
| Jones Financial Companies LLLP | 146,893 | $1,970 萬 | 0.03% | +3,766+2.6% | 加碼 |