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 2 季 13F 持有人
JPMorgan Chase & Co 在 2022/6/30 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
- 3,428
- 較 2022 年第 1 季 −38 家
- 持有股數
- 20.4 億
- 較 2022 年第 1 季 +563.4 萬 (+0.3%)
- 總市值
- $2,293 億
- 較 2022 年第 1 季 −$473.3 億 (−17.1%)
- 新進機構
- 139
- 另有 1,782 家加碼
- 清倉機構
- 177
- 另有 1,201 家減碼
另有 53 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 | 5,102 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,679 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $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 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 2 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 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Paulson Wealth Management Inc. | 6,891 | $77.6 萬 | 0.41% | +288+4.4% | 加碼 |
| Caxton Associates LP | 6,900 | $77.7 萬 | 0.10% | −2,642−27.7% | 減碼 |
| First Citizens Financial Corp | 6,897 | $77.7 萬 | 0.69% | 00.0% | 不變 |
| Ami Asset Management Corp | 6,930 | $78.0 萬 | 0.05% | −786−10.2% | 減碼 |
| ERn Financial, LLC | 6,968 | $78.5 萬 | 0.19% | +3,196+84.7% | 加碼 |
| Affiance Financial, LLC | 6,979 | $78.6 萬 | 0.42% | 00.0% | 不變 |
| Reynders McVeigh Capital Management, LLC | 6,978 | $78.6 萬 | 0.06% | +335+5.0% | 加碼 |
| SRS Capital Advisors, Inc. | 7,001 | $78.8 萬 | 0.12% | +667+10.5% | 加碼 |
| Montz Harcus Wealth Management LLC | 7,004 | $78.9 萬 | 0.83% | +722+11.5% | 加碼 |
| Cherry Creek Investment Advisors, Inc. | 7,026 | $79.1 萬 | 0.64% | +1,321+23.2% | 加碼 |
| Rainsberger Wealth Advisors, Inc. | 7,031 | $79.2 萬 | 0.58% | +326+4.9% | 加碼 |
| Highland Financial Advisors, LLC | 7,032 | $79.2 萬 | 0.54% | +7,032 | 新進 |
| Ategra Capital Management, LLC | 7,048 | $79.4 萬 | 0.42% | −368−5.0% | 減碼 |
| Keystone Financial Services | 7,064 | $79.4 萬 | 0.43% | +493+7.5% | 加碼 |
| Profit Investment Management, LLC | 7,072 | $79.6 萬 | 0.58% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 7,065 | $79.6 萬 | 0.32% | +155+2.2% | 加碼 |
| Menard Financial Group LLC | 7,083 | $79.8 萬 | 1.31% | −747−9.5% | 減碼 |
| Hall Laurie J Trustee | 7,115 | $80.1 萬 | 0.37% | −205−2.8% | 減碼 |
| Purus Wealth Management, LLC | 7,109 | $80.1 萬 | 0.71% | −173−2.4% | 減碼 |
| Sippican Capital Advisors | 7,114 | $80.1 萬 | 0.79% | 00.0% | 不變 |
| Asset Allocation & Management Company, LLC | 7,129 | $80.3 萬 | 0.33% | 00.0% | 不變 |
| Objective Capital Management, LLC | 7,139 | $80.4 萬 | 0.81% | +31+0.4% | 加碼 |
| Newman & Schimel, LLC | 7,143 | $80.4 萬 | 0.39% | +7,143 | 新進 |
| Donald L. Hagan, LLC | 7,155 | $80.6 萬 | 0.51% | +451+6.7% | 加碼 |
| Rock Creek Group, LP | 7,165 | $80.7 萬 | 0.09% | −535−6.9% | 減碼 |
| Halbert Hargrove Global Advisors, LLC | 7,168 | $80.7 萬 | 0.06% | −331−4.4% | 減碼 |
| Allegheny Financial Group LTD | 7,191 | $81.0 萬 | 0.38% | +1,027+16.7% | 加碼 |
| Alta Wealth Advisors LLC | 7,194 | $81.2 萬 | 0.56% | +9+0.1% | 加碼 |
| Investors Research Corp | 7,237 | $81.5 萬 | 0.24% | +289+4.2% | 加碼 |
| Game Creek Capital, LP | 7,250 | $81.6 萬 | 0.52% | +7,250 | 新進 |
| Corsicana & Co. | 7,265 | $81.8 萬 | 0.65% | −500−6.4% | 減碼 |
| Armbruster Capital Management, Inc. | 7,264 | $81.8 萬 | 0.22% | −54−0.7% | 減碼 |
| ARGA Investment Management, LP | 7,287 | $82.1 萬 | 0.05% | +7,287 | 新進 |
| Wall Street Access Asset Management, LLC | 7,300 | $82.2 萬 | 0.43% | +432+6.3% | 加碼 |
| Gateway Advisory, LLC | 7,322 | $82.4 萬 | 0.35% | +748+11.4% | 加碼 |
| Disciplined Investments, LLC | 7,322 | $82.5 萬 | 0.37% | +5,242+252.0% | 加碼 |
| Greystone Financial Group, LLC | 7,335 | $82.6 萬 | 0.26% | −5,194−41.5% | 減碼 |
| Teza Capital Management LLC | 7,333 | $82.6 萬 | 0.32% | −4,145−36.1% | 減碼 |
| Apella Capital, LLC | 7,332 | $82.6 萬 | 0.10% | −166−2.2% | 減碼 |
| Loudon Investment Management, LLC | 7,350 | $82.8 萬 | 0.62% | −1,870−20.3% | 減碼 |
| CWS Financial Advisors, LLC | 7,353 | $82.8 萬 | 0.38% | +482+7.0% | 加碼 |
| Veracity Capital LLC | 7,362 | $82.9 萬 | 0.44% | −989−11.8% | 減碼 |
| McDaniel Terry & Co | 7,364 | $82.9 萬 | 0.10% | +1,475+25.0% | 加碼 |
| Herbst Group, LLC | 7,280 | $83.0 萬 | 0.66% | −1,000−12.1% | 減碼 |
| Cubic Asset Management, LLC | 7,386 | $83.2 萬 | 0.22% | +155+2.1% | 加碼 |
| MQS Management LLC | 7,423 | $83.6 萬 | 0.57% | +7,423 | 新進 |
| M. Kraus & Co | 7,438 | $83.8 萬 | 0.32% | 00.0% | 不變 |
| DMG Group, LLC | 7,420 | $84.2 萬 | 1.00% | +99+1.4% | 加碼 |
| Calton & Associates, Inc. | 7,491 | $84.3 萬 | 0.47% | −7,041−48.5% | 減碼 |
| American State Bank (Iowa) | 7,498 | $84.4 萬 | 0.67% | +1,353+22.0% | 加碼 |
| Lumina Fund Management LLC | 7,500 | $84.5 萬 | 0.42% | 00.0% | 不變 |
| P.A.W. Capital Corp | 7,500 | $84.5 萬 | 1.23% | +1,000+15.4% | 加碼 |
| Equitec Proprietary Markets, LLC | 7,500 | $84.5 萬 | 0.40% | +7,500 | 新進 |
| IFG Advisors, LLC | 7,512 | $84.6 萬 | 0.43% | +14+0.2% | 加碼 |
| High Falls Advisors, Inc | 7,512 | $84.6 萬 | 0.26% | +19+0.3% | 加碼 |
| Schneider Downs Wealth Management Advisors, LP | 7,511 | $84.6 萬 | 0.24% | +1,436+23.6% | 加碼 |
| Financial Management Network Inc | 7,439 | $84.8 萬 | 0.45% | +1,633+28.1% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 7,538 | $84.9 萬 | 0.38% | +406+5.7% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 7,551 | $85.0 萬 | 0.01% | −4,600−37.9% | 減碼 |
| Atwood & Palmer Inc | 7,583 | $85.4 萬 | 0.08% | −178−2.3% | 減碼 |
| Northwest Wealth Management, LLC | 7,593 | $85.5 萬 | 0.37% | +192+2.6% | 加碼 |
| Plancorp, LLC | 7,599 | $85.6 萬 | 0.05% | +281+3.8% | 加碼 |
| Sierra Capital LLC | 7,629 | $85.9 萬 | 0.16% | −506−6.2% | 減碼 |
| TLWM | 7,629 | $85.9 萬 | 0.33% | −53−0.7% | 減碼 |
| Fortitude Advisory Group L.L.C. | 7,627 | $85.9 萬 | 0.80% | +866+12.8% | 加碼 |
| Carmichael Hill & Associates, Inc. | 7,641 | $86.0 萬 | 0.49% | +120+1.6% | 加碼 |
| Spinnaker Investment Group, LLC | 7,676 | $86.4 萬 | 0.35% | −1,112−12.7% | 減碼 |
| Triumph Capital Management | 7,674 | $86.4 萬 | 0.46% | +477+6.6% | 加碼 |
| LBMC Investment Advisors, LLC | 7,690 | $86.6 萬 | 0.09% | −251−3.2% | 減碼 |
| Dixon Fnancial Services, Inc. | 7,693 | $86.6 萬 | 0.63% | −6−0.1% | 減碼 |
| Alhambra Investment Partners LLC | 7,709 | $86.8 萬 | 0.63% | +53+0.7% | 加碼 |
| SC&H Financial Advisors, Inc. | 7,720 | $86.9 萬 | 0.41% | −713−8.5% | 減碼 |
| Round Table Services, LLC | 7,723 | $87.0 萬 | 0.16% | −473−5.8% | 減碼 |
| Quadrature Capital Ltd | 7,729 | $87.1 萬 | 0.04% | −96,799−92.6% | 減碼 |
| ASB Consultores, LLC | 7,747 | $87.2 萬 | 0.38% | +249+3.3% | 加碼 |
| Financial Strategies Group, Inc. | 7,772 | $87.5 萬 | 0.37% | +2,272+41.3% | 加碼 |
| Hirtle Callaghan & Co LLC | 7,786 | $87.7 萬 | 0.05% | +1,973+33.9% | 加碼 |
| Guild Investment Management, Inc. | 7,635 | $88.0 萬 | 1.33% | +4,903+179.5% | 加碼 |
| Physicians Financial Services, Inc. | 7,827 | $88.1 萬 | 0.39% | +200+2.6% | 加碼 |
| Pflug Koory, LLC | 7,830 | $88.2 萬 | 0.51% | 00.0% | 不變 |
| Port Capital LLC | 7,833 | $88.2 萬 | 0.07% | +107+1.4% | 加碼 |
| Asset Management Corp | 7,851 | $88.4 萬 | 0.66% | −409−5.0% | 減碼 |
| Ironwood Investment Management LLC | 7,848 | $88.4 萬 | 0.59% | 00.0% | 不變 |
| O'Brien Greene & Co. Inc | 7,871 | $88.7 萬 | 0.33% | −11−0.1% | 減碼 |
| Sweet Financial Partners, LLC | 7,886 | $88.8 萬 | 0.28% | +2,308+41.4% | 加碼 |
| Viewpoint Capital Management LLC | 7,905 | $89.0 萬 | 0.83% | −25−0.3% | 減碼 |
| Garrison Point Advisors, LLC | 7,902 | $89.0 萬 | 0.74% | 00.0% | 不變 |
| Denali Advisors LLC | 7,900 | $89.0 萬 | 0.39% | +800+11.3% | 加碼 |
| Hotaling Investment Management, LLC | 7,912 | $89.1 萬 | 0.39% | +459+6.2% | 加碼 |
| Evanson Asset Management, LLC | 7,928 | $89.3 萬 | 0.10% | −2,333−22.7% | 減碼 |
| Renaissance Group LLC | 7,943 | $89.4 萬 | 0.05% | +139+1.8% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 7,950 | $89.5 萬 | 0.02% | −556,513−98.6% | 減碼 |
| Fortress Wealth Group, LLC | 7,950 | $89.5 萬 | 0.77% | −162−2.0% | 減碼 |
| Aspireon Wealth Advisors | 7,982 | $89.7 萬 | 0.40% | +441+5.8% | 加碼 |
| Renasant Bank | 7,996 | $90.0 萬 | 0.73% | −555−6.5% | 減碼 |
| GoodHaven Capital Management, LLC | 8,000 | $90.1 萬 | 0.66% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 8,020 | $90.3 萬 | 0.68% | +99+1.2% | 加碼 |
| Proffitt & Goodson Inc | 8,023 | $90.3 萬 | 0.18% | +551+7.4% | 加碼 |
| LifeSteps Financial, Inc. | 8,053 | $90.7 萬 | 0.95% | −564−6.5% | 減碼 |
| Ignite Planners, LLC | 7,901 | $90.7 萬 | 0.74% | +351+4.6% | 加碼 |