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 |
|---|---|---|---|---|---|
| MainStreet Investment Advisors LLC | 109,392 | $1,467 萬 | 1.64% | −2,044−1.8% | 減碼 |
| Grassi Investment Management | 109,262 | $1,465 萬 | 1.98% | +30.0% | 加碼 |
| Gluskin Sheff & Assoc Inc | 109,254 | $1,465 萬 | 0.82% | +1,928+1.8% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 109,192 | $1,464 萬 | 1.43% | −1,141−1.0% | 減碼 |
| United Services Automobile Association | 108,816 | $1,459 萬 | 0.33% | −6,879−5.9% | 減碼 |
| Cabot Wealth Management Inc | 108,710 | $1,458 萬 | 2.46% | −7,571−6.5% | 減碼 |
| Sather Financial Group Inc | 108,704 | $1,458 萬 | 1.20% | +101,538+1,416.9% | 加碼 |
| Dearborn Partners LLC | 108,511 | $1,455 萬 | 0.59% | −544−0.5% | 減碼 |
| Colonial Trust Advisors | 108,488 | $1,455 萬 | 1.78% | +631+0.6% | 加碼 |
| Perfromance Wealth Partners, LLC | 108,447 | $1,454 萬 | 0.88% | −3,480−3.1% | 減碼 |
| Nicola Wealth Management Ltd. | 108,200 | $1,451 萬 | 1.47% | +2,700+2.6% | 加碼 |
| Thompson Siegel & Walmsley LLC | 107,870 | $1,447 萬 | 0.23% | −386−0.4% | 減碼 |
| Greenleaf Trust | 107,636 | $1,443 萬 | 0.18% | +9,152+9.3% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 106,824 | $1,433 萬 | 0.70% | +9,471+9.7% | 加碼 |
| ProVise Management Group, LLC | 106,591 | $1,429 萬 | 1.45% | +7,894+8.0% | 加碼 |
| Diversified Trust Co | 106,147 | $1,423 萬 | 0.59% | +2,676+2.6% | 加碼 |
| Brown Brothers Harriman & Co | 105,880 | $1,420 萬 | 0.12% | +20,513+24.0% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 105,818 | $1,419 萬 | 1.03% | −1,911−1.8% | 減碼 |
| Kingsview Wealth Management, LLC | 105,790 | $1,419 萬 | 0.62% | +3,237+3.2% | 加碼 |
| Anderson Hoagland & Co | 104,934 | $1,414 萬 | 2.06% | −510.0% | 減碼 |
| Torray LLC | 105,261 | $1,412 萬 | 2.54% | −95−0.1% | 減碼 |
| New England Asset Management Inc | 105,152 | $1,410 萬 | 0.26% | −1,649−1.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 105,094 | $1,409 萬 | 1.22% | 00.0% | 不變 |
| Baxter Bros Inc | 105,062 | $1,409 萬 | 2.32% | −1,140−1.1% | 減碼 |
| Talbot Financial, LLC | 104,828 | $1,406 萬 | 2.89% | +104,828 | 新進 |
| W.G. Shaheen & Associates DBA Whitney & Co | 104,476 | $1,401 萬 | 2.57% | +20.0% | 加碼 |
| Fiduciary Group LLC | 104,081 | $1,396 萬 | 1.86% | −1,778−1.7% | 減碼 |
| Horizon Investments, LLC | 104,666 | $1,393 萬 | 0.40% | +56,490+117.3% | 加碼 |
| Eagle Rock Investment Company, LLC | 99,407 | $1,388 萬 | 3.20% | +190.0% | 加碼 |
| Sonora Investment Management Group, LLC | 103,402 | $1,387 萬 | 1.26% | +8,888+9.4% | 加碼 |
| SS&H Financial Advisors, Inc. | 103,286 | $1,385 萬 | 6.60% | 00.0% | 不變 |
| Lincoln National Corp | 103,182 | $1,384 萬 | 0.31% | +2,874+2.9% | 加碼 |
| Trust Co of Virginia | 103,125 | $1,383 萬 | 1.57% | +940+0.9% | 加碼 |
| Bragg Financial Advisors, Inc | 102,695 | $1,377 萬 | 0.84% | +3,469+3.5% | 加碼 |
| Transform Wealth, LLC | 102,431 | $1,374 萬 | 1.54% | +20,959+25.7% | 加碼 |
| Rothschild Capital Partners, LLC | 103,102 | $1,374 萬 | 5.81% | +430.0% | 加碼 |
| First American Trust, FSB | 101,645 | $1,363 萬 | 2.11% | +3,295+3.4% | 加碼 |
| United Bank | 101,461 | $1,361 萬 | 1.91% | +113+0.1% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 101,392 | $1,360 萬 | 1.56% | 00.0% | 不變 |
| First Financial Bank - Trust Division | 101,199 | $1,357 萬 | 1.47% | −1,746−1.7% | 減碼 |
| Middleton & Co Inc | 101,186 | $1,357 萬 | 2.01% | −3,387−3.2% | 減碼 |
| James Investment Research Inc | 101,147 | $1,356 萬 | 1.90% | −4,858−4.6% | 減碼 |
| Vancity Investment Management Ltd | 101,121 | $1,356 萬 | 2.03% | +1,004+1.0% | 加碼 |
| Washington Trust Bank | 100,831 | $1,352 萬 | 1.53% | −1,583−1.5% | 減碼 |
| Pictet North America Advisors SA | 100,527 | $1,348 萬 | 2.32% | −4,589−4.4% | 減碼 |
| CCM Investment Advisers LLC | 100,288 | $1,345 萬 | 2.14% | −3,587−3.5% | 減碼 |
| No Street GP LP | 100,000 | $1,341 萬 | 1.77% | +100,000 | 新進 |
| BTC Capital Management, Inc. | 99,698 | $1,339 萬 | 1.61% | +4,631+4.9% | 加碼 |
| Stevens Capital Management LP | 99,667 | $1,337 萬 | 8.44% | +99,667 | 新進 |
| Telemus Capital, LLC | 96,860 | $1,336 萬 | 1.22% | −1,492−1.5% | 減碼 |
| NBT Bank N A | 99,622 | $1,336 萬 | 1.95% | −342−0.3% | 減碼 |
| CSM Advisors, LLC | 99,590 | $1,335 萬 | 1.28% | +1,750+1.8% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 98,553 | $1,334 萬 | 1.60% | +2,225+2.3% | 加碼 |
| Worldquant Millennium Advisors LLC | 99,082 | $1,329 萬 | 0.30% | −241,312−70.9% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 98,815 | $1,325 萬 | 0.60% | −1,026−1.0% | 減碼 |
| Great Valley Advisor Group, Inc. | 98,699 | $1,324 萬 | 0.68% | −23,196−19.0% | 減碼 |
| Clearstead Advisors, LLC | 98,697 | $1,324 萬 | 1.04% | −305−0.3% | 減碼 |
| Addenda Capital Inc. | 98,595 | $1,322 萬 | 0.57% | −1,933−1.9% | 減碼 |
| Fred Alger Management, LLC | 97,947 | $1,313 萬 | 0.07% | +5,586+6.0% | 加碼 |
| Yarbrough Capital, LLC | 97,875 | $1,313 萬 | 1.04% | 00.0% | 不變 |
| Ledyard National Bank | 96,720 | $1,297 萬 | 1.53% | −1,285−1.3% | 減碼 |
| Verdence Capital Advisors LLC | 96,663 | $1,296 萬 | 1.59% | −3,365−3.4% | 減碼 |
| Westchester Capital Management, Inc. | 96,638 | $1,296 萬 | 3.81% | −588−0.6% | 減碼 |
| Farmers Trust Co | 96,211 | $1,290 萬 | 2.89% | −214−0.2% | 減碼 |
| Fiduciary Alliance LLC | 95,978 | $1,287 萬 | 3.33% | +95,978 | 新進 |
| Assetmark, Inc | 95,854 | $1,285 萬 | 0.06% | +16,336+20.5% | 加碼 |
| Hudson Bay Capital Management LP | 95,000 | $1,274 萬 | 0.15% | +15,000+18.8% | 加碼 |
| Charter Trust Co | 94,781 | $1,271 萬 | 1.01% | −1,163−1.2% | 減碼 |
| Empowered Funds, LLC | 94,696 | $1,270 萬 | 0.83% | +90,201+2,006.7% | 加碼 |
| Peak Asset Management, LLC | 94,554 | $1,268 萬 | 3.31% | +314+0.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 94,162 | $1,263 萬 | 2.22% | −1,060−1.1% | 減碼 |
| Rossmore Private Capital | 94,090 | $1,262 萬 | 2.02% | +1,546+1.7% | 加碼 |
| Sand Hill Global Advisors, LLC | 93,782 | $1,258 萬 | 0.71% | +1,558+1.7% | 加碼 |
| Overbrook Management Corp | 93,683 | $1,256 萬 | 3.65% | −72,929−43.8% | 減碼 |
| Sigma Planning Corp | 93,207 | $1,250 萬 | 0.45% | −6,498−6.5% | 減碼 |
| Assenagon Asset Management S.A. | 93,142 | $1,249 萬 | 0.05% | −2,399−2.5% | 減碼 |
| Cincinnati Casualty Co | 93,000 | $1,247 萬 | 7.69% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $1,247 萬 | 5.25% | 00.0% | 不變 |
| Choate Investment Advisors | 92,531 | $1,241 萬 | 0.75% | +5,636+6.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 88,220 | $1,235 萬 | 0.34% | −4,450−4.8% | 減碼 |
| Mitchell Sinkler & Starr | 91,957 | $1,233 萬 | 3.97% | −6,074−6.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 91,933 | $1,233 萬 | 0.32% | −16,989−15.6% | 減碼 |
| Endurance Wealth Management, Inc. | 91,834 | $1,232 萬 | 1.86% | +672+0.7% | 加碼 |
| Community Bank of Raymore | 91,385 | $1,225 萬 | 4.49% | −2,000−2.1% | 減碼 |
| Biondo Investment Advisors, LLC | 90,783 | $1,217 萬 | 2.71% | −1,760−1.9% | 減碼 |
| Regent Investment Management LLC | 90,766 | $1,217 萬 | 3.26% | +186+0.2% | 加碼 |
| Hennessy Advisors Inc | 90,750 | $1,217 萬 | 0.80% | +9,500+11.7% | 加碼 |
| Integrated Advisors Network LLC | 90,637 | $1,215 萬 | 0.78% | −14,938−14.1% | 減碼 |
| Montag A & Associates Inc | 90,494 | $1,214 萬 | 0.81% | −3,221−3.4% | 減碼 |
| Walter Public Investments Inc. | 90,450 | $1,213 萬 | 4.03% | +9,648+11.9% | 加碼 |
| Cincinnati Financial Corp | 90,000 | $1,207 萬 | 0.30% | 00.0% | 不變 |
| Viking Fund Management LLC | 90,000 | $1,207 萬 | 2.39% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 89,410 | $1,199 萬 | 0.24% | +5,972+7.2% | 加碼 |
| Tufton Capital Management | 89,207 | $1,196 萬 | 2.63% | −721−0.8% | 減碼 |
| Prospera Financial Services Inc | 89,104 | $1,195 萬 | 0.60% | −29,984−25.2% | 減碼 |
| Holowesko Partners Ltd. | 88,800 | $1,191 萬 | 5.72% | +13,500+17.9% | 加碼 |
| Unigestion Holding SA | 88,983 | $1,185 萬 | 0.63% | −9,992−10.1% | 減碼 |
| Metis Global Partners, LLC | 88,248 | $1,183 萬 | 1.05% | +36,308+69.9% | 加碼 |
| Circle Wealth Management, LLC | 88,034 | $1,181 萬 | 1.82% | −1,705−1.9% | 減碼 |
| Credit Agricole S A | 87,951 | $1,179 萬 | 0.44% | +27,111+44.6% | 加碼 |