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 |
|---|---|---|---|---|---|
| Sky Investment Group LLC | 9,187 | $103.5 萬 | 0.25% | +314+3.5% | 加碼 |
| Cypress Wealth Services, LLC | 9,201 | $103.6 萬 | 0.33% | +3,692+67.0% | 加碼 |
| Syntal Capital Partners, LLC | 9,256 | $104.2 萬 | 0.46% | +2,184+30.9% | 加碼 |
| Gilbert & Cook, Inc. | 9,259 | $104.3 萬 | 0.19% | +83+0.9% | 加碼 |
| Dohj, LLC | 9,268 | $104.4 萬 | 0.59% | +287+3.2% | 加碼 |
| Foresight Wealth Management, LLC | 9,273 | $104.4 萬 | 0.36% | +898+10.7% | 加碼 |
| Zions Bancorporation, N.A. | 9,284 | $104.5 萬 | 0.10% | −12,550−57.5% | 減碼 |
| Davidson Investment Advisors | 9,281 | $104.5 萬 | 0.09% | −270−2.8% | 減碼 |
| HM Capital Management, LLC | 9,275 | $104.5 萬 | 0.58% | +6,055+188.0% | 加碼 |
| Baystate Wealth Management LLC | 9,293 | $104.7 萬 | 0.10% | +574+6.6% | 加碼 |
| Harvest Volatility Management LLC | 9,303 | $104.8 萬 | 0.17% | +934+11.2% | 加碼 |
| Greenup Street Wealth Management LLC | 9,305 | $104.8 萬 | 0.50% | +9,305 | 新進 |
| Personal Cfo Solutions, LLC | 9,317 | $104.9 萬 | 0.25% | +897+10.7% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 9,334 | $105.1 萬 | 0.76% | +297+3.3% | 加碼 |
| Fiera Capital Corp | 9,398 | $105.8 萬 | 0.00% | 00.0% | 不變 |
| Tempus Wealth Planning, LLC | 9,393 | $105.8 萬 | 0.87% | 00.0% | 不變 |
| Westwood Wealth Management | 9,412 | $106.0 萬 | 1.22% | −60−0.6% | 減碼 |
| My Legacy Advisors, LLC | 9,398 | $106.1 萬 | 0.53% | +749+8.7% | 加碼 |
| Financial Partners Group, Inc | 9,447 | $106.4 萬 | 0.27% | +524+5.9% | 加碼 |
| Drive Wealth Management, LLC | 9,445 | $106.4 萬 | 0.97% | +1,298+15.9% | 加碼 |
| KC Investment Advisors, LLC | 9,512 | $107.1 萬 | 0.89% | −198−2.0% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 9,514 | $107.1 萬 | 1.32% | +117+1.2% | 加碼 |
| Sage Rhino Capital LLC | 9,535 | $107.4 萬 | 0.41% | +209+2.2% | 加碼 |
| One + One Wealth Management, LLC | 9,544 | $107.5 萬 | 0.81% | +97+1.0% | 加碼 |
| Philo Smith Capital Corp | 9,550 | $107.5 萬 | 0.44% | −350−3.5% | 減碼 |
| Auxano Advisors, LLC | 9,562 | $107.7 萬 | 0.53% | +171+1.8% | 加碼 |
| NTB Financial Corp | 9,560 | $107.7 萬 | 0.87% | +605+6.8% | 加碼 |
| Hollow Brook Wealth Management LLC | 9,576 | $107.8 萬 | 0.59% | 00.0% | 不變 |
| Corundum Group, Inc. | 9,574 | $107.8 萬 | 0.73% | +1,494+18.5% | 加碼 |
| Cozad Asset Management Inc | 9,624 | $108.4 萬 | 0.17% | −300−3.0% | 減碼 |
| Connors Investor Services Inc | 9,660 | $108.8 萬 | 0.14% | −173−1.8% | 減碼 |
| Wealthquest Corp | 8,982 | $109.1 萬 | 0.16% | −969−9.7% | 減碼 |
| Prentice Wealth Management LLC | 9,724 | $109.5 萬 | 1.12% | +748+8.3% | 加碼 |
| Onyx Bridge Wealth Group LLC | 9,555 | $109.7 萬 | 0.49% | −3,138−24.7% | 減碼 |
| Crescent Grove Advisors, LLC | 9,742 | $109.7 萬 | 0.12% | −520−5.1% | 減碼 |
| Childress Capital Advisors, LLC | 9,748 | $109.8 萬 | 0.43% | +437+4.7% | 加碼 |
| Alterity Financial Group, LLC | 9,750 | $109.8 萬 | 1.63% | +9,750 | 新進 |
| Burgundy Asset Management Ltd. | 9,761 | $109.9 萬 | 0.01% | 00.0% | 不變 |
| Masso Torrence Wealth Management Inc. | 9,764 | $109.9 萬 | 0.97% | +1,672+20.7% | 加碼 |
| Executive Wealth Management, LLC | 9,783 | $110.1 萬 | 0.15% | −749−7.1% | 減碼 |
| Aveo Capital Partners, LLC | 9,783 | $110.2 萬 | 0.18% | +6,459+194.3% | 加碼 |
| US Asset Management LLC | 9,810 | $110.5 萬 | 1.21% | +44+0.5% | 加碼 |
| Towercrest Capital Management | 9,821 | $110.6 萬 | 0.25% | −327−3.2% | 減碼 |
| Hemington Wealth Management | 9,821 | $110.6 萬 | 0.44% | +133+1.4% | 加碼 |
| Joseph Group Capital Management | 9,828 | $110.7 萬 | 1.11% | +834+9.3% | 加碼 |
| West Family Investments, Inc. | 9,848 | $110.9 萬 | 0.44% | +7,379+298.9% | 加碼 |
| Focused Wealth Management, Inc | 9,867 | $111.1 萬 | 0.20% | +2,658+36.9% | 加碼 |
| South Street Advisors LLC | 9,879 | $111.2 萬 | 0.25% | +520+5.6% | 加碼 |
| Keebeck Alpha, LP | 9,884 | $111.3 萬 | 0.50% | +967+10.8% | 加碼 |
| Morton Capital Management LLC | 9,894 | $111.4 萬 | 0.49% | +366+3.8% | 加碼 |
| GQG Partners LLC | 9,913 | $111.6 萬 | 0.00% | +9,913 | 新進 |
| Windsor Group LTD | 9,985 | $111.7 萬 | 0.29% | −4,309−30.1% | 減碼 |
| Morris Financial Concepts, Inc. | 9,942 | $112.0 萬 | 1.06% | 00.0% | 不變 |
| IPG Investment Advisors LLC | 9,985 | $112.4 萬 | 0.28% | −7,983−44.4% | 減碼 |
| Laird Norton Trust Company, LLC | 9,995 | $112.5 萬 | 0.14% | −4,198−29.6% | 減碼 |
| Accuvest Global Advisors | 10,003 | $112.6 萬 | 0.72% | +4,894+95.8% | 加碼 |
| Anson Funds Management LP | 10,000 | $112.6 萬 | 0.16% | +10,000 | 新進 |
| PMC FIG Opportunities LLC | 10,000 | $112.6 萬 | 6.34% | +10,000 | 新進 |
| Oxler Private Wealth LLC | 10,007 | $112.7 萬 | 0.54% | +81+0.8% | 加碼 |
| Sage Mountain Advisors LLC | 10,032 | $113.0 萬 | 0.20% | −560−5.3% | 減碼 |
| Round Hill Asset Management | 10,057 | $113.3 萬 | 0.69% | −27−0.3% | 減碼 |
| AlphaCore Capital LLC | 10,059 | $113.3 萬 | 0.53% | +2,395+31.3% | 加碼 |
| MBL Wealth, LLC | 10,073 | $113.4 萬 | 0.28% | +638+6.8% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 10,074 | $113.4 萬 | 0.67% | +3,300+48.7% | 加碼 |
| Front Row Advisors LLC | 10,092 | $113.6 萬 | 0.56% | +39+0.4% | 加碼 |
| JFS Wealth Advisors, LLC | 10,105 | $113.8 萬 | 0.12% | −2,057−16.9% | 減碼 |
| CKW Financial Group | 9,978 | $113.8 萬 | 0.19% | +10.0% | 加碼 |
| Monte Financial Group, LLC | 10,136 | $114.1 萬 | 0.67% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 10,169 | $114.5 萬 | 0.23% | −2,679−20.9% | 減碼 |
| Jackson Hole Capital Partners, LLC | 10,178 | $114.6 萬 | 0.36% | +424+4.3% | 加碼 |
| Charter Oak Capital Management, LLC | 10,194 | $114.8 萬 | 0.16% | +175+1.7% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 10,216 | $115.0 萬 | 0.26% | +830+8.8% | 加碼 |
| Advisor OS, LLC | 10,234 | $115.2 萬 | 0.34% | +3,639+55.2% | 加碼 |
| Winthrop Advisory Group LLC | 10,258 | $115.5 萬 | 0.27% | −522−4.8% | 減碼 |
| Cidel Asset Management Inc | 10,264 | $115.6 萬 | 0.05% | +30+0.3% | 加碼 |
| Passive Capital Management, LLC. | 10,272 | $115.7 萬 | 0.59% | −9,845−48.9% | 減碼 |
| IMS Capital Management | 10,277 | $115.7 萬 | 0.75% | −1,432−12.2% | 減碼 |
| Allred Capital Management, LLC | 10,289 | $115.8 萬 | 0.73% | −788−7.1% | 減碼 |
| MONECO Advisors, LLC | 10,309 | $116.1 萬 | 0.45% | +1,553+17.7% | 加碼 |
| Trust Investment Advisors | 10,322 | $116.2 萬 | 1.12% | +149+1.5% | 加碼 |
| Waddell & Associates, LLC | 10,345 | $116.5 萬 | 0.24% | −260−2.5% | 減碼 |
| Icapital Wealth LLC | 10,355 | $116.6 萬 | 0.74% | −7,600−42.3% | 減碼 |
| Princeton Capital Management LLC | 10,355 | $116.6 萬 | 0.45% | +2,137+26.0% | 加碼 |
| N.E.W. Advisory Services LLC | 10,359 | $116.7 萬 | 0.20% | +319+3.2% | 加碼 |
| Burke & Herbert Bank & Trust Co | 10,367 | $116.8 萬 | 0.88% | −818−7.3% | 減碼 |
| Commons Capital, LLC | 10,383 | $116.9 萬 | 1.77% | +46+0.4% | 加碼 |
| Sterling Investment Counsel, LLC | 10,407 | $117.1 萬 | 0.89% | +75+0.7% | 加碼 |
| Transatlantique Private Wealth LLC | 10,420 | $117.3 萬 | 0.82% | +10,420 | 新進 |
| Vista Investment Management | 10,426 | $117.4 萬 | 0.71% | +294+2.9% | 加碼 |
| Ssi Investment Management LLC | 10,441 | $117.5 萬 | 0.07% | −180−1.7% | 減碼 |
| BigSur Wealth Management LLC | 10,442 | $117.6 萬 | 0.55% | 00.0% | 不變 |
| Roman Butler Fullerton & Co | 10,428 | $117.8 萬 | 0.65% | −103−1.0% | 減碼 |
| Eudaimonia Advisors LLC | 10,507 | $118.3 萬 | 0.81% | −967−8.4% | 減碼 |
| First Financial Corp | 10,505 | $118.3 萬 | 0.78% | +102+1.0% | 加碼 |
| Eqis Capital Management, Inc. | 10,527 | $118.5 萬 | 0.13% | +123+1.2% | 加碼 |
| Taconic Capital Advisors LP | 10,540 | $118.7 萬 | 0.03% | +2,040+24.0% | 加碼 |
| Truepoint, Inc. | 10,556 | $118.9 萬 | 0.06% | +8,164+341.3% | 加碼 |
| Terril Brothers, Inc. | 10,573 | $119.1 萬 | 0.49% | −3,309−23.8% | 減碼 |
| Capital Square, LLC | 10,609 | $119.4 萬 | 0.99% | −199−1.8% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 10,610 | $119.5 萬 | 0.25% | +701+7.1% | 加碼 |