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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 16,719 | $188.3 萬 | 0.94% | +54+0.3% | 加碼 |
| Martin & Co Inc | 16,759 | $188.7 萬 | 0.54% | +348+2.1% | 加碼 |
| Mattern Wealth Management LLC | 16,771 | $188.9 萬 | 0.74% | −43−0.3% | 減碼 |
| Weik Capital Management | 16,855 | $189.8 萬 | 0.86% | +1,255+8.0% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 16,923 | $190.6 萬 | 0.16% | −6,119−26.6% | 減碼 |
| Center for Financial Planning, Inc. | 16,945 | $190.8 萬 | 0.48% | +43+0.3% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 16,945 | $190.8 萬 | 0.77% | +49+0.3% | 加碼 |
| George Kaiser Family Foundation | 16,957 | $191.0 萬 | 0.34% | 00.0% | 不變 |
| Emfo, LLC | 17,120 | $192.8 萬 | 1.96% | 00.0% | 不變 |
| DFPG Investments, LLC | 17,327 | $193.7 萬 | 0.84% | +2,756+18.9% | 加碼 |
| Parkside Financial Bank & Trust | 17,222 | $194.0 萬 | 0.59% | −384−2.2% | 減碼 |
| RSM US Wealth Management LLC | 17,226 | $194.0 萬 | 0.11% | +424+2.5% | 加碼 |
| Pacific Asset Management LLC | 17,264 | $194.4 萬 | 1.42% | 00.0% | 不變 |
| Fragasso Group Inc. | 17,269 | $194.5 萬 | 0.26% | −263−1.5% | 減碼 |
| Jeppson Wealth Management, LLC | 17,293 | $194.7 萬 | 0.84% | +1,874+12.2% | 加碼 |
| Bayesian Capital Management, LP | 17,290 | $194.7 萬 | 0.36% | +17,290 | 新進 |
| Leith Wheeler Investment Counsel Ltd. | 13,444 | $194.9 萬 | 0.26% | +7,315+119.4% | 加碼 |
| Liberty One Investment Management, LLC | 12,536 | $195.0 萬 | 0.33% | −739−5.6% | 減碼 |
| Aristotle Capital Management, LLC | 17,361 | $195.5 萬 | 0.00% | −4,843−21.8% | 減碼 |
| Financial Planning & Information Services, Inc. | 17,375 | $195.7 萬 | 0.48% | 00.0% | 不變 |
| Boltwood Capital Management | 17,387 | $195.8 萬 | 0.85% | −160−0.9% | 減碼 |
| Twelve Points Wealth Management LLC | 17,392 | $195.8 萬 | 1.51% | −42−0.2% | 減碼 |
| Zullo Investment Group, Inc. | 17,389 | $195.8 萬 | 1.22% | +736+4.4% | 加碼 |
| Tranquility Partners, LLC | 17,403 | $196.0 萬 | 1.01% | +1,954+12.6% | 加碼 |
| Krilogy Financial LLC | 17,471 | $196.7 萬 | 0.23% | +173+1.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 17,473 | $196.7 萬 | 0.51% | +1,839+11.8% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,489 | $196.9 萬 | 0.10% | +7,091+68.2% | 加碼 |
| Aldebaran Financial Inc. | 17,625 | $197.1 萬 | 2.17% | −2,953−14.4% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 17,525 | $197.3 萬 | 1.38% | +925+5.6% | 加碼 |
| First Capital Advisors Group, LLC. | 17,570 | $197.9 萬 | 1.36% | +91+0.5% | 加碼 |
| Wealth Alliance | 17,603 | $198.2 萬 | 0.38% | +1,665+10.4% | 加碼 |
| 180 Wealth Advisors, LLC | 17,414 | $198.6 萬 | 0.51% | +379+2.2% | 加碼 |
| Zeke Capital Advisors, LLC | 17,649 | $198.8 萬 | 0.13% | −184−1.0% | 減碼 |
| Compass Financial Advisors LLC | 17,650 | $198.8 萬 | 2.71% | +157+0.9% | 加碼 |
| Jmac Enterprises LLC | 17,652 | $198.8 萬 | 0.51% | +1,204+7.3% | 加碼 |
| SlateStone Wealth, LLC | 17,694 | $199.3 萬 | 0.51% | −4,088−18.8% | 減碼 |
| WT Wealth Management | 17,715 | $199.6 萬 | 0.99% | −1,523−7.9% | 減碼 |
| Smith, Moore & Co. | 17,723 | $199.6 萬 | 0.31% | −1,289−6.8% | 減碼 |
| RKL Wealth Management LLC | 17,755 | $199.9 萬 | 0.27% | +311+1.8% | 加碼 |
| Asio Capital, LLC | 17,829 | $200.8 萬 | 0.63% | −2,233−11.1% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 17,836 | $200.8 萬 | 0.79% | +212+1.2% | 加碼 |
| Investment Advisory Services Inc | 17,887 | $201.4 萬 | 1.16% | +625+3.6% | 加碼 |
| True North Advisors, LLC | 17,885 | $201.4 萬 | 0.63% | +3,331+22.9% | 加碼 |
| Moser Wealth Advisors, LLC | 17,895 | $201.5 萬 | 1.50% | +207+1.2% | 加碼 |
| Riverview Trust Co | 17,914 | $201.7 萬 | 1.76% | +1,496+9.1% | 加碼 |
| Rollins Financial | 17,941 | $202.0 萬 | 0.71% | −34−0.2% | 減碼 |
| Alta Capital Management LLC | 17,985 | $202.5 萬 | 0.15% | +383+2.2% | 加碼 |
| SkyView Investment Advisors, LLC | 17,983 | $202.6 萬 | 0.53% | +90+0.5% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 18,000 | $202.7 萬 | 1.17% | −2,000−10.0% | 減碼 |
| O'Rourke & Company, Inc | 18,023 | $203.0 萬 | 1.72% | +558+3.2% | 加碼 |
| Key Financial Inc | 17,870 | $203.8 萬 | 1.10% | +1,562+9.6% | 加碼 |
| Deseret Mutual Benefit Administrators | 18,110 | $203.9 萬 | 0.46% | +1,851+11.4% | 加碼 |
| Cito Capital Group, LLC | 18,140 | $204.3 萬 | 1.12% | +80.0% | 加碼 |
| Coastal Investment Advisors, Inc. | 17,911 | $204.3 萬 | 0.50% | +120+0.7% | 加碼 |
| White Pine Capital LLC | 18,216 | $205.1 萬 | 0.80% | +995+5.8% | 加碼 |
| Spreng Capital Management, Inc. | 17,940 | $205.2 萬 | 1.53% | +921+5.4% | 加碼 |
| MSH Capital Advisors LLC | 18,234 | $205.3 萬 | 0.95% | +558+3.2% | 加碼 |
| Acropolis Investment Management, LLC | 18,239 | $205.4 萬 | 0.20% | −438−2.3% | 減碼 |
| Coastline Trust Co | 18,247 | $205.5 萬 | 0.30% | −1,274−6.5% | 減碼 |
| Dillon & Associates Inc | 18,186 | $205.5 萬 | 0.46% | −400−2.2% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 18,256 | $205.6 萬 | 0.62% | −22,798−55.5% | 減碼 |
| Hollencrest Capital Management | 18,283 | $205.9 萬 | 0.24% | −2,463−11.9% | 減碼 |
| Manhattan West Asset Management, LLC | 18,288 | $205.9 萬 | 1.24% | +583+3.3% | 加碼 |
| Blueshift Asset Management, LLC | 18,304 | $206.1 萬 | 0.34% | −18,067−49.7% | 減碼 |
| WP Advisors, LLC | 18,324 | $206.3 萬 | 0.90% | +274+1.5% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 18,401 | $207.2 萬 | 0.83% | +1,638+9.8% | 加碼 |
| DeDora Capital, Inc. | 18,409 | $207.3 萬 | 1.04% | +464+2.6% | 加碼 |
| Buckingham Strategic Partners | 18,411 | $207.4 萬 | 0.17% | +6,026+48.7% | 加碼 |
| Home Federal Bank of Tennessee | 18,427 | $207.5 萬 | 0.81% | +160+0.9% | 加碼 |
| Keystone Financial Group | 18,437 | $207.6 萬 | 0.41% | +1,098+6.3% | 加碼 |
| Longfellow Investment Management Co LLC | 18,431 | $207.6 萬 | 0.45% | +4,254+30.0% | 加碼 |
| KCS Wealth Advisory | 18,450 | $207.8 萬 | 0.92% | +3,680+24.9% | 加碼 |
| Heritage Wealth Advisors | 18,527 | $208.6 萬 | 0.14% | −21,532−53.8% | 減碼 |
| Mather Group, LLC. | 18,528 | $208.7 萬 | 0.05% | +699+3.9% | 加碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 19,337 | $208.8 萬 | 0.44% | −3,023−13.5% | 減碼 |
| Lederer & Associates Investment Counsel | 18,548 | $208.9 萬 | 1.61% | −2,653−12.5% | 減碼 |
| HPC Germany GmbH & Co. KG | 18,600 | $209.5 萬 | 3.14% | −19,524−51.2% | 減碼 |
| Integrated Investment Consultants, LLC | 18,608 | $209.5 萬 | 0.76% | −55−0.3% | 減碼 |
| Altman Advisors, Inc. | 18,740 | $210.7 萬 | 1.20% | +431+2.4% | 加碼 |
| Winton Group Ltd | 18,744 | $211.1 萬 | 0.11% | +16,655+797.3% | 加碼 |
| Nations Financial Group Inc, | 18,756 | $211.2 萬 | 0.28% | −93−0.5% | 減碼 |
| Guardian Investment Management | 18,759 | $211.2 萬 | 1.84% | +100+0.5% | 加碼 |
| Field & Main Bank | 18,755 | $211.2 萬 | 1.36% | +2,329+14.2% | 加碼 |
| Eads & Heald Wealth Management | 18,776 | $211.4 萬 | 1.14% | +825+4.6% | 加碼 |
| HAP Trading, LLC | 18,776 | $211.4 萬 | 0.26% | +6,569+53.8% | 加碼 |
| Lombard Odier Asset Management (USA) Corp | 18,796 | $211.7 萬 | 0.44% | +17,046+974.1% | 加碼 |
| Transamerica Financial Advisors, Inc. | 18,805 | $211.8 萬 | 0.30% | +18,800+376,000.0% | 加碼 |
| Graybill Bartz & Assoc Ltd | 18,826 | $212.0 萬 | 1.17% | −144−0.8% | 減碼 |
| Beaumont Financial Partners, LLC | 18,847 | $212.2 萬 | 0.19% | −1,702−8.3% | 減碼 |
| Condor Capital Management | 18,848 | $212.2 萬 | 0.28% | +31+0.2% | 加碼 |
| Financial Advocates Investment Management | 18,862 | $212.4 萬 | 0.17% | +1,263+7.2% | 加碼 |
| Agate Pass Investment Management, LLC | 18,888 | $212.7 萬 | 1.50% | +332+1.8% | 加碼 |
| Holderness Investments Co | 18,895 | $212.8 萬 | 0.89% | −430−2.2% | 減碼 |
| Valley Brook Capital Group | 18,911 | $212.9 萬 | 2.20% | −990−5.0% | 減碼 |
| GFG Capital, LLC | 18,928 | $213.1 萬 | 0.65% | +884+4.9% | 加碼 |
| Miller Investment Management, LP | 18,935 | $213.2 萬 | 0.44% | 00.0% | 不變 |
| Guerra Pan Advisors, LLC | 18,523 | $213.7 萬 | 2.65% | 00.0% | 不變 |
| Stonehage Fleming Financial Services Holdings Ltd | 18,838 | $214.0 萬 | 0.09% | −9,696−34.0% | 減碼 |
| SRN Advisors, LLC | 19,016 | $214.1 萬 | 1.49% | −6,402−25.2% | 減碼 |
| Sage Investment Advisers LLC | 19,033 | $214.3 萬 | 3.36% | −386−2.0% | 減碼 |