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 |
|---|---|---|---|---|---|
| Cipher Capital LP | 14,321 | $161.3 萬 | 0.36% | +14,321 | 新進 |
| Red Cedar Investment Management, LLC | 14,382 | $162.0 萬 | 0.27% | 00.0% | 不變 |
| Chapman Investment Management, LLC | 14,408 | $162.2 萬 | 1.12% | 00.0% | 不變 |
| Byrne Asset Management LLC | 14,413 | $162.3 萬 | 1.20% | +547+3.9% | 加碼 |
| Blodgett Wealth Advisors, LLC | 14,461 | $162.8 萬 | 1.80% | −827−5.4% | 減碼 |
| S.E.E.D. Planning Group LLC | 14,461 | $162.8 萬 | 0.74% | +1,784+14.1% | 加碼 |
| Lion Street Advisors, LLC | 9,581 | $162.9 萬 | 0.86% | +822+9.4% | 加碼 |
| DAGCO, Inc. | 14,495 | $163.2 萬 | 0.84% | −176−1.2% | 減碼 |
| Notis-McConarty Edward | 14,497 | $163.3 萬 | 0.68% | −105−0.7% | 減碼 |
| Amica Retiree Medical Trust | 14,505 | $163.3 萬 | 1.85% | +1,300+9.8% | 加碼 |
| Pentwater Capital Management LP | 14,500 | $163.3 萬 | 0.03% | +13,000+866.7% | 加碼 |
| 626 Financial, LLC | 14,529 | $163.5 萬 | 1.24% | +288+2.0% | 加碼 |
| Waycross Partners, LLC | 14,537 | $163.7 萬 | 1.09% | −47−0.3% | 減碼 |
| Phillips Financial Management, LLC | 14,563 | $164.0 萬 | 0.18% | +233+1.6% | 加碼 |
| Stevens Capital Management LP | 14,561 | $164.0 萬 | 1.14% | +12,985+823.9% | 加碼 |
| Wulff, Hansen & Co. | 14,585 | $164.2 萬 | 1.86% | −3,000−17.1% | 減碼 |
| Peak Planning Group, LLC | 14,631 | $164.8 萬 | 1.38% | +14,631 | 新進 |
| Gs Investments, Inc. | 14,677 | $165.0 萬 | 0.95% | +25+0.2% | 加碼 |
| Washington Capital Management Inc | 14,660 | $165.1 萬 | 1.59% | +155+1.1% | 加碼 |
| Benedict Financial Advisors Inc | 14,686 | $165.4 萬 | 0.49% | −2,033−12.2% | 減碼 |
| Gries Financial LLC | 14,708 | $165.6 萬 | 0.79% | +290+2.0% | 加碼 |
| Benin Management CORP | 14,707 | $165.6 萬 | 0.63% | +650+4.6% | 加碼 |
| Everhart Financial Group, Inc. | 14,723 | $165.8 萬 | 1.01% | +3,629+32.7% | 加碼 |
| Summit X, LLC | 14,758 | $166.0 萬 | 0.48% | +3,279+28.6% | 加碼 |
| Summit Financial Group Inc | 14,795 | $166.6 萬 | 0.64% | −15−0.1% | 減碼 |
| Wambolt & Associates, LLC | 14,797 | $166.6 萬 | 0.67% | −24−0.2% | 減碼 |
| Guardian Capital LP | 14,805 | $166.7 萬 | 0.05% | +4,100+38.3% | 加碼 |
| Optas, LLC | 14,779 | $166.8 萬 | 0.68% | +340+2.4% | 加碼 |
| TCI Wealth Advisors, Inc. | 14,833 | $167.0 萬 | 0.26% | +172+1.2% | 加碼 |
| LS Investment Advisors, LLC | 14,839 | $167.1 萬 | 0.31% | −196−1.3% | 減碼 |
| McMillion Capital Management Inc | 14,950 | $168.4 萬 | 1.40% | −3,732−20.0% | 減碼 |
| Wolff Wiese Magana LLC | 14,955 | $168.4 萬 | 1.23% | +809+5.7% | 加碼 |
| West Paces Advisors Inc. | 14,984 | $168.7 萬 | 0.57% | −2,686−15.2% | 減碼 |
| Perpetual Investment Management Ltd | 14,987 | $168.8 萬 | 0.25% | +3,611+31.7% | 加碼 |
| Granby Capital Management, LLC | 15,000 | $168.9 萬 | 1.33% | +3,000+25.0% | 加碼 |
| Brendel Financial Advisors LLC | 15,013 | $169.1 萬 | 1.47% | +9+0.1% | 加碼 |
| Pekin Hardy Strauss, Inc. | 15,033 | $169.3 萬 | 0.26% | −9,457−38.6% | 減碼 |
| Manchester Capital Management LLC | 15,042 | $169.4 萬 | 0.29% | −656−4.2% | 減碼 |
| Birmingham Capital Management Co Inc | 15,050 | $169.5 萬 | 0.68% | +80+0.5% | 加碼 |
| Delta Asset Management LLC | 15,062 | $169.6 萬 | 0.19% | −1,206−7.4% | 減碼 |
| Hudson Canyon Capital Management | 15,063 | $169.6 萬 | 1.64% | +650+4.5% | 加碼 |
| Quantamental Technologies LLC | 15,088 | $169.9 萬 | 0.78% | +15,088 | 新進 |
| Continental Advisors LLC | 15,135 | $170.4 萬 | 1.55% | 00.0% | 不變 |
| London & Capital Asset Management Ltd | 15,182 | $171.0 萬 | 0.14% | +214+1.4% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 15,212 | $171.3 萬 | 1.20% | +2,943+24.0% | 加碼 |
| Midwest Professional Planners, LTD. | 15,237 | $171.6 萬 | 0.97% | +610+4.2% | 加碼 |
| LCNB Corp | 15,260 | $171.8 萬 | 0.89% | +315+2.1% | 加碼 |
| Cornerstone Advisory, LLC | 15,266 | $171.9 萬 | 0.39% | −9,569−38.5% | 減碼 |
| Signature Wealth Management Group | 15,274 | $172.0 萬 | 0.84% | +15,274 | 新進 |
| Pinnacle Holdings, LLC | 15,280 | $172.1 萬 | 0.79% | +756+5.2% | 加碼 |
| Gleason Group, Inc. | 15,288 | $172.2 萬 | 0.59% | +126+0.8% | 加碼 |
| SFMG, LLC | 15,322 | $172.5 萬 | 0.20% | +1,252+8.9% | 加碼 |
| Paradigm Capital Management, LLC | 15,340 | $172.7 萬 | 2.17% | −313−2.0% | 減碼 |
| Missouri Trust & Investment Co | 15,362 | $173.0 萬 | 1.13% | +1,034+7.2% | 加碼 |
| WBH Advisory Inc | 15,339 | $173.1 萬 | 0.23% | +9+0.1% | 加碼 |
| Mission Creek Capital Partners, Inc. | 15,406 | $173.5 萬 | 0.58% | +189+1.2% | 加碼 |
| Virtu Financial LLC | 15,418 | $173.6 萬 | 0.15% | +15,418 | 新進 |
| A. D. Beadell Investment Counsel, Inc. | 15,425 | $173.7 萬 | 1.44% | −1,430−8.5% | 減碼 |
| Bowman & Co S.C. | 15,440 | $173.9 萬 | 1.52% | +1,561+11.2% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 15,481 | $174.3 萬 | 0.58% | +806+5.5% | 加碼 |
| Caliber Wealth Management, LLC | 15,507 | $174.6 萬 | 1.36% | +162+1.1% | 加碼 |
| Matrix Private Capital Group LLC | 15,647 | $176.2 萬 | 1.00% | −69−0.4% | 減碼 |
| Capula Management Ltd | 15,679 | $176.6 萬 | 0.25% | −4,368−21.8% | 減碼 |
| Aberdeen Wealth Management LLC | 15,714 | $177.0 萬 | 1.41% | −80−0.5% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 15,719 | $177.0 萬 | 0.61% | +15,719 | 新進 |
| Moseley Investment Management Inc | 15,732 | $177.2 萬 | 1.24% | +453+3.0% | 加碼 |
| Ironwood Financial, llc | 15,768 | $177.6 萬 | 0.57% | 00.0% | 不變 |
| Gilder Gagnon Howe & Co LLC | 15,776 | $177.7 萬 | 0.03% | −18−0.1% | 減碼 |
| Grandview Asset Management LLC | 15,837 | $178.3 萬 | 1.00% | −603−3.7% | 減碼 |
| Davidson Trust Co | 15,871 | $178.7 萬 | 1.59% | −306−1.9% | 減碼 |
| Bull Street Advisors, LLC | 15,896 | $179.0 萬 | 0.96% | 00.0% | 不變 |
| Game Plan Financial Advisors, LLC | 15,999 | $179.1 萬 | 1.44% | −220−1.4% | 減碼 |
| Strategic Investment Advisors | 15,968 | $179.8 萬 | 0.36% | +4,157+35.2% | 加碼 |
| Corrado Advisors, LLC | 16,021 | $180.4 萬 | 1.28% | +1,264+8.6% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 16,081 | $181.1 萬 | 1.52% | +150+0.9% | 加碼 |
| Minot Wealth Management LLC | 16,104 | $181.3 萬 | 0.47% | −6,219−27.9% | 減碼 |
| Aspen Investment Management Inc | 16,105 | $181.4 萬 | 1.14% | −7,192−30.9% | 減碼 |
| Abundance Wealth Counselors | 16,106 | $181.4 萬 | 0.49% | +314+2.0% | 加碼 |
| First City Capital Management, Inc. | 16,123 | $181.6 萬 | 1.12% | +138+0.9% | 加碼 |
| Chesapeake Wealth Management | 16,160 | $182.0 萬 | 0.78% | −2,385−12.9% | 減碼 |
| Cedar Brook Financial Partners, LLC | 16,205 | $182.5 萬 | 0.57% | +580+3.7% | 加碼 |
| Blue Edge Capital, LLC | 16,224 | $182.7 萬 | 0.42% | −118−0.7% | 減碼 |
| Archford Capital Strategies, LLC | 16,247 | $183.0 萬 | 0.46% | +1,427+9.6% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 16,252 | $183.0 萬 | 1.01% | −176−1.1% | 減碼 |
| Natixis Investment Managers International | 16,278 | $183.3 萬 | 0.04% | +2,673+19.6% | 加碼 |
| Providence Wealth Advisors, LLC | 16,481 | $183.7 萬 | 1.33% | +704+4.5% | 加碼 |
| Gryphon Financial Partners LLC | 16,329 | $183.9 萬 | 0.45% | +1,425+9.6% | 加碼 |
| Aries Wealth Management | 16,384 | $184.5 萬 | 0.84% | +16,384 | 新進 |
| Barings LLC | 16,442 | $185.2 萬 | 0.07% | −4,654−22.1% | 減碼 |
| Covenant Asset Management, LLC | 16,467 | $185.4 萬 | 0.71% | +222+1.4% | 加碼 |
| Ritter Daniher Financial Advisory LLC | 16,462 | $185.4 萬 | 1.32% | +16,462 | 新進 |
| WealthBridge Capital Management, LLC | 16,476 | $185.5 萬 | 0.79% | +939+6.0% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,108 | $185.8 萬 | 0.47% | −3,814−19.1% | 減碼 |
| Verus Capital Partners, LLC | 15,558 | $186.5 萬 | 0.37% | −1,713−9.9% | 減碼 |
| BCGM Wealth Management, LLC | 16,168 | $186.5 萬 | 0.95% | −355−2.1% | 減碼 |
| Pinnacle Private Wealth, LLC | 16,622 | $187.2 萬 | 0.73% | −485−2.8% | 減碼 |
| Ausdal Financial Partners, Inc. | 16,635 | $187.3 萬 | 0.28% | −1,190−6.7% | 減碼 |
| Magnolia Capital Advisors LLC | 16,647 | $187.4 萬 | 1.70% | −196−1.2% | 減碼 |
| Ethic Inc. | 16,665 | $187.7 萬 | 0.13% | +208+1.3% | 加碼 |
| Chatham Capital Group, Inc. | 16,700 | $188.1 萬 | 0.43% | +4,315+34.8% | 加碼 |