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 |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 146,609 | $1,966 萬 | 2.33% | +5,991+4.3% | 加碼 |
| Evergreen Capital Management LLC | 146,085 | $1,959 萬 | 0.92% | −9,604−6.2% | 減碼 |
| Illinois Municipal Retirement Fund | 145,700 | $1,954 萬 | 0.44% | +4,817+3.4% | 加碼 |
| Foster Dykema Cabot & Co Inc | 144,841 | $1,942 萬 | 2.72% | +3,384+2.4% | 加碼 |
| Alberta Investment Management Corp | 143,702 | $1,927 萬 | 0.17% | −93,868−39.5% | 減碼 |
| Waverton Investment Management Ltd | 142,780 | $1,915 萬 | 0.70% | +11,161+8.5% | 加碼 |
| Neville Rodie & Shaw Inc | 142,616 | $1,913 萬 | 1.80% | +5,151+3.7% | 加碼 |
| Patten & Patten Inc | 142,503 | $1,911 萬 | 1.73% | +1,205+0.9% | 加碼 |
| Dakota Wealth Management | 142,075 | $1,905 萬 | 1.36% | +62,727+79.1% | 加碼 |
| Edmond de Rothschild Holding S.A. | 141,904 | $1,903 萬 | 0.45% | −84,317−37.3% | 減碼 |
| Resources Management Corp | 141,782 | $1,901 萬 | 3.00% | −590.0% | 減碼 |
| Private Asset Management Inc | 140,737 | $1,887 萬 | 3.20% | −1,261−0.9% | 減碼 |
| Narwhal Capital Management | 140,433 | $1,883 萬 | 2.51% | +2,152+1.6% | 加碼 |
| Azimuth Capital Investment Management LLC | 140,414 | $1,883 萬 | 0.95% | −6,558−4.5% | 減碼 |
| Equitable Holdings, Inc. | 140,235 | $1,881 萬 | 0.33% | +299+0.2% | 加碼 |
| New Mexico Educational Retirement Board | 140,050 | $1,878 萬 | 1.01% | −10,100−6.7% | 減碼 |
| Bollard Group LLC | 139,241 | $1,867 萬 | 0.71% | −491−0.4% | 減碼 |
| Steel Peak Wealth Management LLC | 137,959 | $1,850 萬 | 1.36% | +9,649+7.5% | 加碼 |
| BLB&B Advisors, LLC | 137,866 | $1,849 萬 | 1.43% | −3,134−2.2% | 減碼 |
| Shell Asset Management Co | 137,569 | $1,845 萬 | 0.81% | +44,183+47.3% | 加碼 |
| Northeast Financial Consultants Inc | 137,086 | $1,838 萬 | 1.24% | −34,351−20.0% | 減碼 |
| Rbo & Co LLC | 136,767 | $1,834 萬 | 3.24% | +109+0.1% | 加碼 |
| Northwest & Ethical Investments L.P. | 136,630 | $1,832 萬 | 0.63% | +29,987+28.1% | 加碼 |
| Courant Investment Management LLC | 136,592 | $1,832 萬 | 17.82% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 136,114 | $1,825 萬 | 0.76% | +9,803+7.8% | 加碼 |
| Moors & Cabot, Inc. | 135,603 | $1,818 萬 | 1.27% | −2,528−1.8% | 減碼 |
| Advisor Partners II, LLC | 135,551 | $1,818 萬 | 1.13% | +14,735+12.2% | 加碼 |
| Willis Investment Counsel | 134,680 | $1,806 萬 | 1.16% | 00.0% | 不變 |
| Bank of the West | 134,457 | $1,803 萬 | 2.12% | −1,539−1.1% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 134,890 | $1,803 萬 | 1.48% | −41,100−23.4% | 減碼 |
| Albion Financial Group | 133,897 | $1,796 萬 | 1.73% | +1,366+1.0% | 加碼 |
| Callahan Advisors, LLC | 133,158 | $1,786 萬 | 2.44% | +811+0.6% | 加碼 |
| Osborne Partners Capital Management, LLC | 132,940 | $1,783 萬 | 1.40% | −3,048−2.2% | 減碼 |
| Banque Pictet & Cie SA | 132,705 | $1,780 萬 | 0.19% | −10,205−7.1% | 減碼 |
| Noesis Capital Mangement Corp | 132,313 | $1,774 萬 | 5.04% | +594+0.5% | 加碼 |
| Hi-Line Capital Management, LLC | 132,053 | $1,771 萬 | 5.46% | +845+0.6% | 加碼 |
| Bourgeon Capital Management LLC | 132,024 | $1,770 萬 | 4.34% | +1,524+1.2% | 加碼 |
| Adviser Investments LLC | 126,516 | $1,767 萬 | 0.44% | −15,227−10.7% | 減碼 |
| Kanawha Capital Management LLC | 131,429 | $1,763 萬 | 1.73% | +2,348+1.8% | 加碼 |
| Guardian Capital Advisors LP | 125,302 | $1,748 萬 | 1.98% | +70+0.1% | 加碼 |
| Kempen Capital Management N.V. | 130,292 | $1,747 萬 | 0.51% | +124,020+1,977.4% | 加碼 |
| First American Bank | 130,066 | $1,744 萬 | 1.67% | +1,461+1.1% | 加碼 |
| Curi Capital | 129,819 | $1,741 萬 | 2.45% | −1,154−0.9% | 減碼 |
| Jupiter Asset Management Ltd | 129,723 | $1,740 萬 | 0.25% | −22,942−15.0% | 減碼 |
| Linscomb & Williams, Inc. | 129,644 | $1,739 萬 | 0.88% | +1,600+1.2% | 加碼 |
| Rempart Asset Management Inc. | 128,836 | $1,728 萬 | 4.07% | +1,105+0.9% | 加碼 |
| Banque Cantonale Vaudoise | 127,319 | $1,707 萬 | 0.89% | +8,154+6.8% | 加碼 |
| WSFS Capital Management, LLC | 127,073 | $1,704 萬 | 1.84% | +122,730+2,825.9% | 加碼 |
| Valeo Financial Advisors, LLC | 151,114 | $1,700 萬 | 0.93% | +2,459+1.7% | 加碼 |
| Miramar Capital, LLC | 126,626 | $1,698 萬 | 4.45% | +574+0.5% | 加碼 |
| Optiver Holding B.V. | 126,604 | $1,698 萬 | 1.03% | +126,604 | 新進 |
| First Long Island Investors, LLC | 126,606 | $1,698 萬 | 1.78% | −3,768−2.9% | 減碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 125,969 | $1,689 萬 | 7.34% | −473−0.4% | 減碼 |
| GWM Advisors LLC | 325,768 | $1,688 萬 | 0.46% | +37,839+13.1% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 125,749 | $1,686 萬 | 2.68% | +2,137+1.7% | 加碼 |
| HB Wealth Management, LLC | 125,733 | $1,686 萬 | 0.31% | +20,769+19.8% | 加碼 |
| Birch Hill Investment Advisors LLC | 125,511 | $1,683 萬 | 1.07% | +1,172+0.9% | 加碼 |
| Cannell Peter B & Co Inc | 125,360 | $1,681 萬 | 0.60% | +18,547+17.4% | 加碼 |
| Allstate Corp | 124,964 | $1,676 萬 | 0.51% | +2,099+1.7% | 加碼 |
| Allstate Investment Management Co | 124,964 | $1,676 萬 | 0.51% | +124,964 | 新進 |
| Forbes J M & Co LLP | 124,275 | $1,667 萬 | 2.41% | −2,801−2.2% | 減碼 |
| NewEdge Wealth, LLC | 124,034 | $1,663 萬 | 0.72% | +7,982+6.9% | 加碼 |
| KMG Fiduciary Partners, LLC | 123,943 | $1,662 萬 | 2.73% | +3,033+2.5% | 加碼 |
| Achmea Investment Management B.V. | 132,169 | $1,661 萬 | 0.56% | −7,228−5.2% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 123,816 | $1,660 萬 | 1.10% | −32,925−21.0% | 減碼 |
| Bailard, Inc. | 123,690 | $1,659 萬 | 0.63% | +4,791+4.0% | 加碼 |
| Culbertson A N & Co Inc | 123,157 | $1,652 萬 | 3.48% | −204−0.2% | 減碼 |
| Alley Investment Management Company, LLC | 122,878 | $1,648 萬 | 2.83% | −1,584−1.3% | 減碼 |
| PGGM Investments | 120,968 | $1,622 萬 | 0.28% | −903−0.7% | 減碼 |
| Meridian Wealth Management, LLC | 120,866 | $1,621 萬 | 1.59% | +8,596+7.7% | 加碼 |
| Acadian Asset Management LLC | 120,905 | $1,621 萬 | 0.08% | −40,892−25.3% | 減碼 |
| Motco | 120,850 | $1,621 萬 | 1.20% | −3,830−3.1% | 減碼 |
| Financial Partners Capital Management LLC | 120,133 | $1,611 萬 | 3.59% | −245−0.2% | 減碼 |
| TD Private Client Wealth LLC | 118,858 | $1,594 萬 | 0.75% | +1,791+1.5% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 118,669 | $1,591 萬 | 0.60% | +5,905+5.2% | 加碼 |
| PEAK6 Investments LLC | 118,290 | $1,586 萬 | 0.87% | −49,926−29.7% | 減碼 |
| Bank Hapoalim BM | 117,264 | $1,573 萬 | 1.96% | −6,005−4.9% | 減碼 |
| Stillwater Capital Advisors, LLC | 117,128 | $1,571 萬 | 3.31% | −1,185−1.0% | 減碼 |
| TruWealth Advisors, LLC | 117,054 | $1,570 萬 | 1.53% | +3,189+2.8% | 加碼 |
| Advisory Services Network, LLC | 116,877 | $1,567 萬 | 0.48% | +16,184+16.1% | 加碼 |
| Wedbush Securities Inc | 116,859 | $1,567 萬 | 0.86% | −1,251−1.1% | 減碼 |
| Bridgeway Capital Management, LLC | 115,350 | $1,547 萬 | 0.40% | +37,355+47.9% | 加碼 |
| Atlantic Union Bankshares Corp | 115,192 | $1,545 萬 | 1.65% | −7,130−5.8% | 減碼 |
| United Asset Strategies, Inc. | 114,125 | $1,530 萬 | 2.13% | +2,019+1.8% | 加碼 |
| Nan Shan Life Insurance Co., Ltd. | 113,990 | $1,529 萬 | 0.42% | −232,943−67.1% | 減碼 |
| Drexel Morgan & Co. | 112,950 | $1,515 萬 | 3.11% | 00.0% | 不變 |
| Adell Harriman & Carpenter Inc | 112,382 | $1,507 萬 | 1.73% | +4,198+3.9% | 加碼 |
| Cresset Asset Management, LLC | 131,989 | $1,502 萬 | 0.19% | −70−0.1% | 減碼 |
| Congress Asset Management Co | 112,015 | $1,502 萬 | 0.15% | +1,044+0.9% | 加碼 |
| Canandaigua National Corp | 111,860 | $1,500 萬 | 2.55% | +1,362+1.2% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 111,676 | $1,498 萬 | 3.51% | 00.0% | 不變 |
| Gillespie Robinson & Grimm Inc | 111,544 | $1,496 萬 | 1.53% | +773+0.7% | 加碼 |
| TownSquare Capital, LLC | 111,157 | $1,491 萬 | 0.37% | +3,958+3.7% | 加碼 |
| Applied Finance Capital Management, LLC | 111,107 | $1,490 萬 | 1.94% | +111,107 | 新進 |
| Ally Financial Inc. | 111,000 | $1,489 萬 | 2.32% | 00.0% | 不變 |
| Webster Bank, N. A. | 110,725 | $1,485 萬 | 2.01% | −3,470−3.0% | 減碼 |
| Resources Investment Advisors, LLC. | 110,473 | $1,481 萬 | 0.43% | +42,792+63.2% | 加碼 |
| Bright Rock Capital Management, LLC | 110,000 | $1,475 萬 | 3.82% | 00.0% | 不變 |
| Park Avenue Securities LLC | 109,595 | $1,470 萬 | 0.26% | +6,444+6.2% | 加碼 |
| Texas Yale Capital Corp. | 109,550 | $1,469 萬 | 0.84% | −500.0% | 減碼 |