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 −39 家
- 持有股數
- 20.4 億
- 較 2022 年第 1 季 +563.3 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
- 178
- 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 | 5,103 | $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 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 |
|---|---|---|---|---|---|
| New England Research & Management, Inc. | 8,060 | $90.8 萬 | 0.53% | 00.0% | 不變 |
| Founders Financial Securities LLC | 8,080 | $91.0 萬 | 0.18% | +531+7.0% | 加碼 |
| Wealth Management Associates, Inc. | 8,090 | $91.1 萬 | 0.62% | −493−5.7% | 減碼 |
| Heritage Wealth Management, LLC | 8,094 | $91.1 萬 | 0.30% | −3,361−29.3% | 減碼 |
| Ti-Trust, Inc | 8,117 | $91.4 萬 | 0.94% | −200−2.4% | 減碼 |
| Alesco Advisors LLC | 8,118 | $91.4 萬 | 0.04% | +1,542+23.4% | 加碼 |
| BTG Pactual Global Asset Management Ltd | 8,127 | $91.5 萬 | 0.83% | +8,127 | 新進 |
| Bouchey Financial Group Ltd | 8,135 | $91.6 萬 | 0.15% | +20.0% | 加碼 |
| Simon Quick Advisors, LLC | 7,929 | $91.8 萬 | 0.12% | +2,011+34.0% | 加碼 |
| MEMBERS Trust Co | 8,178 | $92.1 萬 | 0.03% | −75−0.9% | 減碼 |
| Lionsbridge Wealth Management LLC | 8,189 | $92.2 萬 | 1.07% | −507−5.8% | 減碼 |
| Cardiff Park Advisors, LLC | 8,191 | $92.2 萬 | 0.14% | +285+3.6% | 加碼 |
| Phocas Financial Corp. | 8,196 | $92.3 萬 | 0.14% | −1,815−18.1% | 減碼 |
| Legacy Bridge, LLC | 8,198 | $92.3 萬 | 0.68% | 00.0% | 不變 |
| Keeley-Teton Advisors, LLC | 8,194 | $92.3 萬 | 0.12% | +91+1.1% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 8,007 | $92.3 萬 | 0.22% | +530+7.1% | 加碼 |
| ELCO Management Co., LLC | 8,207 | $92.4 萬 | 0.76% | −81−1.0% | 減碼 |
| Bigelow Investment Advisors, LLC | 8,205 | $92.4 萬 | 0.51% | +803+10.8% | 加碼 |
| Ayrshire Capital Management LLC | 8,247 | $92.9 萬 | 0.66% | −780−8.6% | 減碼 |
| SignalPoint Asset Management, LLC | 8,263 | $93.0 萬 | 0.34% | +361+4.6% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 8,270 | $93.1 萬 | 0.43% | 00.0% | 不變 |
| KerberRose Wealth Management, LLC | 8,265 | $93.1 萬 | 0.76% | +8,265 | 新進 |
| W Advisors, LLC | 8,307 | $93.5 萬 | 0.81% | +52+0.6% | 加碼 |
| CRA Financial Services, LLC | 8,315 | $93.6 萬 | 0.32% | −1,389−14.3% | 減碼 |
| Searle & Co. | 8,311 | $93.6 萬 | 0.37% | 00.0% | 不變 |
| New Century Advisors, LLC | 8,310 | $93.6 萬 | 1.06% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 8,316 | $93.6 萬 | 0.23% | +467+5.9% | 加碼 |
| FSM Wealth Advisors, LLC | 8,202 | $93.8 萬 | 0.93% | +8,202 | 新進 |
| TBH Global Asset Management, LLC | 8,377 | $94.3 萬 | 0.22% | −3,342−28.5% | 減碼 |
| Global Trust Asset Management, LLC | 8,407 | $94.7 萬 | 0.47% | −312−3.6% | 減碼 |
| Tradition Wealth Management, LLC | 8,420 | $94.8 萬 | 0.14% | −84−1.0% | 減碼 |
| Orca Investment Management, LLC | 8,418 | $94.8 萬 | 0.88% | +135+1.6% | 加碼 |
| Silicon Hills Wealth Management, LLC | 8,425 | $94.9 萬 | 0.69% | −74−0.9% | 減碼 |
| Hummer Financial Advisory Services Inc | 8,457 | $95.2 萬 | 1.08% | −383−4.3% | 減碼 |
| Taylor Hoffman Wealth Management | 8,354 | $95.3 萬 | 0.47% | −316−3.6% | 減碼 |
| Benchmark Investment Advisors LLC | 8,470 | $95.4 萬 | 0.99% | −1,372−13.9% | 減碼 |
| Navalign, LLC | 8,472 | $95.4 萬 | 0.42% | +20.0% | 加碼 |
| CenterBook Partners LP | 8,478 | $95.5 萬 | 0.20% | +8,478 | 新進 |
| Beacon Financial Advisory LLC | 8,488 | $95.6 萬 | 0.54% | −120−1.4% | 減碼 |
| Meridian Financial Partners LLC | 8,302 | $95.7 萬 | 0.65% | +285+3.6% | 加碼 |
| Capital Management Associates | 8,500 | $95.7 萬 | 1.41% | +572+7.2% | 加碼 |
| Raleigh Capital Management Inc. | 8,495 | $95.7 萬 | 0.54% | +682+8.7% | 加碼 |
| Ern LLC | 8,500 | $95.7 萬 | 1.07% | +8,500 | 新進 |
| Clarus Group, Inc. | 8,509 | $95.8 萬 | 0.80% | −100−1.2% | 減碼 |
| First National Bank & Trust Co of Newtown | 8,510 | $95.8 萬 | 0.22% | 00.0% | 不變 |
| Mason & Associates Inc | 8,506 | $95.8 萬 | 0.34% | +93+1.1% | 加碼 |
| Hemenway Trust Co LLC | 8,516 | $95.9 萬 | 0.11% | +112+1.3% | 加碼 |
| First National Advisers, LLC | 8,512 | $95.9 萬 | 1.99% | +8,512 | 新進 |
| Stephenson National Bank & Trust | 8,524 | $96.0 萬 | 0.59% | +293+3.6% | 加碼 |
| Castle Wealth Management LLC | 8,545 | $96.2 萬 | 0.56% | +8,545 | 新進 |
| Cheviot Value Management, LLC | 8,556 | $96.3 萬 | 0.24% | −35−0.4% | 減碼 |
| Twin Focus Capital Partners, LLC | 8,548 | $96.3 萬 | 0.22% | +82+1.0% | 加碼 |
| Berkeley Capital Partners, LLC | 8,554 | $96.3 萬 | 0.40% | +1,362+18.9% | 加碼 |
| Sather Financial Group Inc | 8,566 | $96.5 萬 | 0.10% | 00.0% | 不變 |
| Defined Wealth Management, LLC | 8,586 | $96.7 萬 | 0.99% | 00.0% | 不變 |
| Cerro Pacific Wealth Advisors LLC | 8,610 | $97.0 萬 | 0.61% | +1,558+22.1% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 8,570 | $97.1 萬 | 0.02% | −582,484−98.6% | 減碼 |
| Wealth Management Partners, LLC | 9,000 | $97.5 萬 | 0.85% | 00.0% | 不變 |
| Salzhauer Michael | 8,660 | $97.6 萬 | 0.61% | −2,800−24.4% | 減碼 |
| Accel Wealth Management | 8,639 | $97.6 萬 | 0.56% | −59−0.7% | 減碼 |
| Brown Advisory Securities, LLC | 8,704 | $97.7 萬 | 0.92% | −2,982−25.5% | 減碼 |
| Triad Financial Advisors, Inc. | 8,675 | $97.7 萬 | 0.54% | +92+1.1% | 加碼 |
| Kozak & Associates, Inc. | 8,685 | $97.8 萬 | 0.65% | +1,783+25.8% | 加碼 |
| Keel Point, LLC | 8,271 | $97.9 萬 | 0.15% | −91−1.1% | 減碼 |
| Two Sigma Securities, LLC | 8,721 | $98.2 萬 | 0.17% | +4,746+119.4% | 加碼 |
| Pluribus Labs, LLC | 8,747 | $98.5 萬 | 1.80% | +4,840+123.9% | 加碼 |
| Column Capital Advisors, LLC | 8,756 | $98.6 萬 | 0.19% | +1,613+22.6% | 加碼 |
| Revolve Wealth Partners, LLC | 8,770 | $98.8 萬 | 0.32% | −174−1.9% | 減碼 |
| Bluefin Capital Management, LLC | 8,570 | $98.8 萬 | 0.14% | +2,040+31.2% | 加碼 |
| PSI Advisors, LLC | 8,784 | $98.9 萬 | 0.49% | −185−2.1% | 減碼 |
| Eagle Capital Management LLC | 8,808 | $99.2 萬 | 0.00% | −1,577−15.2% | 減碼 |
| Collective Family Office LLC | 8,813 | $99.2 萬 | 0.43% | −64−0.7% | 減碼 |
| Addison Advisors LLC | 8,816 | $99.3 萬 | 0.60% | −280−3.1% | 減碼 |
| Select Asset Management & Trust | 8,833 | $99.5 萬 | 1.07% | −30−0.3% | 減碼 |
| DSC Advisors, L.P. | 8,833 | $99.5 萬 | 1.00% | +440+5.2% | 加碼 |
| Richard P Slaughter Associates Inc | 8,837 | $99.5 萬 | 0.44% | +624+7.6% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 8,840 | $99.5 萬 | 0.37% | +624+7.6% | 加碼 |
| Colonial River Wealth Management, LLC | 8,849 | $99.6 萬 | 0.65% | +1,298+17.2% | 加碼 |
| HMS Capital Management, LLC | 8,841 | $99.6 萬 | 0.58% | +1,369+18.3% | 加碼 |
| Well Done, LLC | 8,862 | $99.8 萬 | 0.22% | +18+0.2% | 加碼 |
| Hendershot Investments Inc. | 8,873 | $99.9 萬 | 0.18% | 00.0% | 不變 |
| Central Bank & Trust Co | 8,874 | $99.9 萬 | 0.20% | +36+0.4% | 加碼 |
| 1620 Investment Advisors, Inc. | 8,909 | $100.3 萬 | 1.38% | +649+7.9% | 加碼 |
| F3Logic, LLC | 8,919 | $100.4 萬 | 0.18% | +6,883+338.1% | 加碼 |
| City State Bank | 8,921 | $100.5 萬 | 0.70% | +10+0.1% | 加碼 |
| Samalin Investment Counsel, LLC | 8,922 | $100.5 萬 | 0.71% | +292+3.4% | 加碼 |
| Ascension Asset Management LLC | 8,954 | $100.8 萬 | 0.74% | +8,954 | 新進 |
| Mendel Capital Management LLC | 9,004 | $101.4 萬 | 1.13% | −149−1.6% | 減碼 |
| KRS Capital Management, LLC | 9,008 | $101.4 萬 | 1.44% | +76+0.9% | 加碼 |
| San Luis Wealth Advisors LLC | 9,014 | $101.5 萬 | 1.17% | −2,898−24.3% | 減碼 |
| Carson Advisory Inc. | 9,011 | $101.5 萬 | 1.13% | +896+11.0% | 加碼 |
| Gladius Capital Management LP | 9,006 | $101.5 萬 | 0.22% | +6,701+290.7% | 加碼 |
| Bennett Selby Investments LP | 9,050 | $101.9 萬 | 0.79% | −1,415−13.5% | 減碼 |
| Hardy Reed LLC | 9,068 | $102.1 萬 | 0.22% | +65+0.7% | 加碼 |
| Citadel Investment Advisory, Inc. | 9,086 | $102.3 萬 | 0.69% | −125−1.4% | 減碼 |
| Caz Investments LP | 9,100 | $102.5 萬 | 3.25% | +1,600+21.3% | 加碼 |
| Altus Wealth Group LLC | 6,281 | $102.8 萬 | 1.02% | +88+1.4% | 加碼 |
| LWM Advisory Services, LLC | 9,129 | $102.8 萬 | 1.23% | +3,308+56.8% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 9,141 | $102.9 萬 | 0.34% | +475+5.5% | 加碼 |
| LVM Capital Management Ltd | 9,187 | $103.5 萬 | 0.15% | 00.0% | 不變 |