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
- 3,628
- 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 1,367 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 |
|---|---|---|---|---|---|
| Novare Capital Management LLC | 87,924 | $1,179 萬 | 1.39% | −7,226−7.6% | 減碼 |
| Lyell Wealth Management, LP | 87,778 | $1,177 萬 | 1.86% | +1,387+1.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 87,658 | $1,175 萬 | 0.10% | −392,528−81.7% | 減碼 |
| Matthew 25 Management Corp | 87,500 | $1,173 萬 | 4.95% | −17,500−16.7% | 減碼 |
| Axxcess Wealth Management, LLC | 87,494 | $1,173 萬 | 0.97% | +36,684+72.2% | 加碼 |
| Wetherby Asset Management Inc | 87,389 | $1,172 萬 | 0.75% | +4,386+5.3% | 加碼 |
| Means Investment Co., Inc. | 87,388 | $1,172 萬 | 2.35% | −1,455−1.6% | 減碼 |
| Leavell Investment Management, Inc. | 87,383 | $1,172 萬 | 0.88% | −6,008−6.4% | 減碼 |
| Forum Financial Management, LP | 87,292 | $1,171 萬 | 0.39% | +1,733+2.0% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 87,195 | $1,169 萬 | 1.41% | +2,241+2.6% | 加碼 |
| Stockman Wealth Management, Inc. | 87,152 | $1,169 萬 | 2.69% | −3,050−3.4% | 減碼 |
| Chicago Partners Investment Group LLC | 81,334 | $1,168 萬 | 0.72% | +1,287+1.6% | 加碼 |
| Cohen Capital Management, Inc. | 86,815 | $1,164 萬 | 2.37% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 86,591 | $1,161 萬 | 2.66% | +4,231+5.1% | 加碼 |
| Sit Investment Associates Inc | 86,516 | $1,160 萬 | 0.33% | +1,168+1.4% | 加碼 |
| Earnest Partners LLC | 86,416 | $1,159 萬 | 0.07% | +2,307+2.7% | 加碼 |
| Freestone Capital Holdings, LLC | 86,384 | $1,158 萬 | 0.53% | +2,582+3.1% | 加碼 |
| Greenwood Gearhart Inc | 86,344 | $1,158 萬 | 1.64% | +3,593+4.3% | 加碼 |
| Edge Capital Group, LLC | 86,262 | $1,157 萬 | 0.81% | −13,316−13.4% | 減碼 |
| Beach Investment Counsel Inc | 85,920 | $1,152 萬 | 1.44% | −2,300−2.6% | 減碼 |
| Hoylecohen, LLC | 85,763 | $1,150 萬 | 1.14% | −501−0.6% | 減碼 |
| Edge Wealth Management LLC | 86,121 | $1,146 萬 | 2.67% | −10,136−10.5% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 85,254 | $1,143 萬 | 0.56% | +753+0.9% | 加碼 |
| Cape Cod Five Cents Savings Bank | 85,225 | $1,143 萬 | 1.29% | −961−1.1% | 減碼 |
| Girard Partners Ltd. | 85,194 | $1,142 萬 | 1.29% | +571+0.7% | 加碼 |
| Intact Investment Management Inc. | 85,100 | $1,141 萬 | 0.49% | −32,200−27.5% | 減碼 |
| Transcend Wealth Collective, LLC | 85,056 | $1,141 萬 | 1.24% | −13,197−13.4% | 減碼 |
| Mutual Advisors, LLC | 84,906 | $1,139 萬 | 0.51% | +2,817+3.4% | 加碼 |
| Level Four Advisory Services, LLC | 84,861 | $1,138 萬 | 0.84% | +20,553+32.0% | 加碼 |
| Vantage Investment Partners, LLC | 84,722 | $1,136 萬 | 1.76% | +2,770+3.4% | 加碼 |
| Socorro Asset Management LP | 84,677 | $1,136 萬 | 4.93% | −9,580−10.2% | 減碼 |
| Grimes & Company, Inc. | 84,590 | $1,134 萬 | 0.48% | +6,567+8.4% | 加碼 |
| Pallas Capital Advisors LLC | 83,802 | $1,132 萬 | 1.15% | −837−1.0% | 減碼 |
| First Citizens Bank & Trust Co | 84,294 | $1,130 萬 | 0.34% | +775+0.9% | 加碼 |
| Amica Mutual Insurance Co | 83,768 | $1,123 萬 | 1.42% | −20,793−19.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 83,639 | $1,122 萬 | 0.02% | −7,456,316−98.9% | 減碼 |
| Palisade Asset Management, LLC | 83,579 | $1,121 萬 | 1.28% | −328−0.4% | 減碼 |
| Constitution Capital LLC | 83,333 | $1,117 萬 | 6.90% | +12,625+17.9% | 加碼 |
| Segment Wealth Management, LLC | 83,308 | $1,117 萬 | 1.29% | +492+0.6% | 加碼 |
| Rice Partnership, LLC | 82,856 | $1,111 萬 | 3.51% | −4,328−5.0% | 減碼 |
| Haverford Financial Services, Inc. | 82,769 | $1,110 萬 | 3.06% | −390.0% | 減碼 |
| Community Bank, N.A. | 82,570 | $1,107 萬 | 1.54% | +2,087+2.6% | 加碼 |
| CWA Asset Management Group, LLC | 82,562 | $1,107 萬 | 0.90% | +4,249+5.4% | 加碼 |
| Hudson Valley Investment Advisors Inc | 82,383 | $1,105 萬 | 1.67% | −1,016−1.2% | 減碼 |
| Simmons Bank | 81,412 | $1,092 萬 | 0.94% | +1,191+1.5% | 加碼 |
| Burns J W & Co Inc | 81,298 | $1,090 萬 | 1.99% | −389−0.5% | 減碼 |
| RPG Investment Advisory, LLC | 81,171 | $1,089 萬 | 2.10% | −106−0.1% | 減碼 |
| Thompson Investment Management, Inc. | 81,114 | $1,088 萬 | 2.00% | −2,068−2.5% | 減碼 |
| Courier Capital LLC | 81,111 | $1,088 萬 | 1.25% | −542−0.7% | 減碼 |
| IFP Advisors, Inc | 128,207 | $1,084 萬 | 0.33% | −3,113−2.4% | 減碼 |
| Whitener Capital Management, Inc. | 80,720 | $1,082 萬 | 4.73% | +3,676+4.8% | 加碼 |
| We Are One Seven, LLC | 80,314 | $1,077 萬 | 1.08% | −1,992−2.4% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 80,296 | $1,077 萬 | 2.59% | +1,852+2.4% | 加碼 |
| Twin Capital Management Inc | 80,252 | $1,076 萬 | 1.39% | −322−0.4% | 減碼 |
| GHP Investment Advisors, Inc. | 80,218 | $1,076 萬 | 0.73% | +3,083+4.0% | 加碼 |
| General American Investors Co Inc | 80,000 | $1,073 萬 | 1.05% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 62,951 | $1,071 萬 | 1.18% | +16,594+35.8% | 加碼 |
| Winslow Asset Management Inc | 79,540 | $1,067 萬 | 2.52% | −553−0.7% | 減碼 |
| Coldstream Capital Management Inc | 79,379 | $1,064 萬 | 0.39% | +79,379 | 新進 |
| Empirical Finance, LLC | 79,131 | $1,061 萬 | 1.10% | +5,981+8.2% | 加碼 |
| Gemsstock Limited | 79,100 | $1,061 萬 | 8.44% | −300−0.4% | 減碼 |
| GAM Holding AG | 79,071 | $1,060 萬 | 0.85% | −150.0% | 減碼 |
| Ardent Capital Management, Inc. | 79,070 | $1,060 萬 | 8.23% | −170−0.2% | 減碼 |
| Telos Capital Management, Inc. | 79,054 | $1,060 萬 | 1.54% | +2,159+2.8% | 加碼 |
| Punch & Associates Investment Management, Inc. | 78,241 | $1,049 萬 | 0.68% | +1,387+1.8% | 加碼 |
| 1st Source Bank | 78,212 | $1,049 萬 | 0.69% | −638−0.8% | 減碼 |
| Ycg, LLC | 75,555 | $1,045 萬 | 1.12% | −799−1.0% | 減碼 |
| Richard Bernstein Advisors LLC | 77,780 | $1,043 萬 | 0.23% | 00.0% | 不變 |
| Allworth Financial LP | 77,737 | $1,042 萬 | 0.12% | +4,181+5.7% | 加碼 |
| Woodmont Investment Counsel LLC | 77,721 | $1,042 萬 | 1.18% | +407+0.5% | 加碼 |
| German American Bancorp, Inc. | 77,643 | $1,041 萬 | 1.65% | +706+0.9% | 加碼 |
| Moreno Evelyn V | 77,215 | $1,035 萬 | 2.39% | +36,097+87.8% | 加碼 |
| Eagle Ridge Investment Management | 77,201 | $1,035 萬 | 1.21% | −598−0.8% | 減碼 |
| Iowa State Bank | 76,779 | $1,030 萬 | 2.59% | +2,964+4.0% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 76,689 | $1,028 萬 | 1.14% | −4,506−5.5% | 減碼 |
| Daymark Wealth Partners, LLC | 76,441 | $1,025 萬 | 1.81% | +76,441 | 新進 |
| JB Capital LLC | 76,026 | $1,020 萬 | 1.00% | +25,246+49.7% | 加碼 |
| WealthBridge Investment Counsel Inc. | 75,741 | $1,016 萬 | 4.44% | +440+0.6% | 加碼 |
| Belpointe Asset Management LLC | 75,735 | $1,016 萬 | 0.61% | +12,465+19.7% | 加碼 |
| New Republic Capital, LLC | 75,557 | $1,013 萬 | 7.99% | +75,557 | 新進 |
| Everence Capital Management Inc | 75,425 | $1,011 萬 | 0.87% | −6,070−7.4% | 減碼 |
| Cypress Capital Group | 74,899 | $1,004 萬 | 1.52% | −2,234−2.9% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 74,800 | $1,003 萬 | 1.62% | −3,700−4.7% | 減碼 |
| Boenning & Scattergood, Inc. | 73,372 | $1,000 萬 | 1.61% | −820−1.1% | 減碼 |
| King Wealth | 74,361 | $997.2 萬 | 2.38% | −3,621−4.6% | 減碼 |
| SFE Investment Counsel | 73,986 | $997.0 萬 | 3.10% | −3,133−4.1% | 減碼 |
| ARS Wealth Advisors Group, LLC | 74,154 | $994.4 萬 | 1.64% | −3,529−4.5% | 減碼 |
| Siemens Fonds Invest GmbH | 74,087 | $993.5 萬 | 0.99% | −1,133−1.5% | 減碼 |
| Bleakley Financial Group, LLC | 73,945 | $991.6 萬 | 0.35% | +73,945 | 新進 |
| Caldwell Trust Co | 73,505 | $985.7 萬 | 1.39% | −1,543−2.1% | 減碼 |
| Wellington Shields Capital Management, LLC | 179,658 | $981.3 萬 | 1.19% | +23,869+15.3% | 加碼 |
| Cohen Klingenstein LLC | 72,700 | $974.9 萬 | 0.49% | 00.0% | 不變 |
| Spinnaker Trust | 72,619 | $973.9 萬 | 0.76% | +1,027+1.4% | 加碼 |
| WoodTrust Financial Corp | 72,607 | $973.7 萬 | 2.01% | −1,333−1.8% | 減碼 |
| Buckley Wealth Management, LLC | 72,569 | $973.1 萬 | 3.54% | −2,976−3.9% | 減碼 |
| JGP Wealth Management, LLC | 72,530 | $972.6 萬 | 1.79% | +1,037+1.5% | 加碼 |
| Legacy Private Trust Co. | 72,412 | $971.0 萬 | 0.88% | +3,019+4.4% | 加碼 |
| Trust Co of Toledo NA | 72,171 | $967.8 萬 | 1.83% | +629+0.9% | 加碼 |
| Perigon Wealth Management, LLC | 72,145 | $967.5 萬 | 0.60% | +5,928+9.0% | 加碼 |
| Strategy Asset Managers LLC | 71,598 | $960.1 萬 | 2.44% | −840−1.2% | 減碼 |