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
- 3,427
- 較 2022 年第 1 季 −39 家
- 持有股數
- 20.4 億
- 較 2022 年第 1 季 +563.1 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 1,781 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 |
|---|---|---|---|---|---|
| Armor Investment Advisors, LLC | 21,716 | $244.5 萬 | 1.58% | −637−2.8% | 減碼 |
| YHB Investment Advisors, Inc. | 21,721 | $244.6 萬 | 0.26% | +376+1.8% | 加碼 |
| SOA Wealth Advisors, LLC. | 21,792 | $245.4 萬 | 0.72% | −1,072−4.7% | 減碼 |
| Greytown Advisors Inc. | 21,828 | $245.8 萬 | 1.39% | +90+0.4% | 加碼 |
| Essex Savings Bank | 21,885 | $246.4 萬 | 0.94% | +95+0.4% | 加碼 |
| Andra AP-fonden | 21,900 | $246.6 萬 | 0.07% | +21,900 | 新進 |
| Little House Capital LLC | 21,942 | $247.1 萬 | 1.33% | −182−0.8% | 減碼 |
| Spirit of America Management Corp | 21,992 | $247.7 萬 | 0.56% | 00.0% | 不變 |
| CFM Wealth Partners LLC | 22,017 | $247.9 萬 | 0.74% | −892−3.9% | 減碼 |
| WC Walker & Associates, Inc. | 21,964 | $248.1 萬 | 1.46% | +53+0.2% | 加碼 |
| Intrepid Financial Planning Group LLC | 22,062 | $248.4 萬 | 1.37% | +22,062 | 新進 |
| Adirondack Trust Co | 22,080 | $248.7 萬 | 1.33% | +209+1.0% | 加碼 |
| Phoenix Wealth Advisors | 22,094 | $248.8 萬 | 2.45% | +499+2.3% | 加碼 |
| Northcape Wealth Management, LLC | 22,103 | $248.9 萬 | 0.95% | −726−3.2% | 減碼 |
| Mayflower Financial Advisors, LLC | 22,101 | $248.9 萬 | 0.38% | −420−1.9% | 減碼 |
| Sawgrass Asset Management LLC | 22,121 | $249.1 萬 | 0.32% | −235−1.1% | 減碼 |
| Leisure Capital Management | 22,136 | $249.3 萬 | 1.29% | −91−0.4% | 減碼 |
| Wunderlich Capital Managemnt | 22,168 | $249.6 萬 | 1.45% | +275+1.3% | 加碼 |
| Roosevelt Investment Group LLC | 22,184 | $249.8 萬 | 0.18% | −201,667−90.1% | 減碼 |
| Avidian Wealth Solutions, LLC | 22,233 | $250.4 萬 | 0.18% | −2,848−11.4% | 減碼 |
| Pacifica Partners Inc. | 21,302 | $250.7 萬 | 1.73% | +676+3.3% | 加碼 |
| NVWM, LLC | 22,274 | $250.8 萬 | 0.97% | +2,854+14.7% | 加碼 |
| River & Mercantile Asset Management LLP | 22,284 | $251.0 萬 | 0.44% | −21,363−48.9% | 減碼 |
| Quadrant Private Wealth Management, LLC | 22,318 | $251.3 萬 | 1.03% | +3,341+17.6% | 加碼 |
| EPG Wealth Management LLC | 22,334 | $251.5 萬 | 1.07% | +93+0.4% | 加碼 |
| Strategic Capital Advisers, Inc. | 22,415 | $252.4 萬 | 2.08% | +4,403+24.4% | 加碼 |
| Long Run Wealth Advisors, LLC | 22,433 | $252.6 萬 | 0.98% | +1,102+5.2% | 加碼 |
| Beaton Management Co. Inc. | 22,477 | $253.1 萬 | 1.79% | 00.0% | 不變 |
| Pavion Blue Capital, LLC | 22,489 | $253.2 萬 | 1.71% | +316+1.4% | 加碼 |
| Sargent Investment Group, LLC | 22,500 | $253.4 萬 | 0.78% | +180+0.8% | 加碼 |
| Credit Capital Investments LLC | 22,500 | $253.4 萬 | 2.88% | +1,500+7.1% | 加碼 |
| L & S Advisors Inc | 22,502 | $253.4 萬 | 0.42% | +15,337+214.1% | 加碼 |
| Hudson Capital Management LLC | 22,548 | $253.9 萬 | 1.21% | +1,710+8.2% | 加碼 |
| Union Heritage Capital, LLC | 22,600 | $254.5 萬 | 1.64% | 00.0% | 不變 |
| Claraphi Advisory Network, LLC | 22,605 | $254.6 萬 | 0.90% | +1,051+4.9% | 加碼 |
| Canton Hathaway, LLC | 22,624 | $254.8 萬 | 0.89% | 00.0% | 不變 |
| NCM Capital Management, LLC | 22,640 | $254.9 萬 | 1.79% | +110.0% | 加碼 |
| VeraBank, N.A. | 22,655 | $255.1 萬 | 1.49% | +1,213+5.7% | 加碼 |
| Modus Advisors, LLC | 22,660 | $255.2 萬 | 1.29% | +1,280+6.0% | 加碼 |
| Clarity Wealth Advisors, LLC | 22,667 | $255.2 萬 | 1.46% | +1,670+8.0% | 加碼 |
| Indiana Trust & Investment Management CO | 22,688 | $255.5 萬 | 1.43% | −117−0.5% | 減碼 |
| Voya Financial Advisors, Inc. | 22,172 | $255.6 萬 | 0.32% | +12,974+141.1% | 加碼 |
| Norway Savings Bank | 22,701 | $255.7 萬 | 1.32% | +42+0.2% | 加碼 |
| Warther Private Wealth, LLC | 22,440 | $255.9 萬 | 1.87% | +2,277+11.3% | 加碼 |
| West Oak Capital, LLC | 22,745 | $256.1 萬 | 1.34% | −267−1.2% | 減碼 |
| Evermay Wealth Management LLC | 22,761 | $256.3 萬 | 0.50% | −175−0.8% | 減碼 |
| Institute for Wealth Management, LLC. | 22,789 | $256.6 萬 | 0.51% | +1,062+4.9% | 加碼 |
| StoneX Group Inc. | 22,790 | $256.6 萬 | 0.31% | −124−0.5% | 減碼 |
| Liberty Capital Management, Inc. | 22,792 | $256.7 萬 | 0.91% | +165+0.7% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 22,825 | $257.0 萬 | 0.60% | −46,054−66.9% | 減碼 |
| TrimTabs Asset Management, LLC | 22,857 | $257.4 萬 | 1.58% | −936−3.9% | 減碼 |
| Tiedemann Advisors, LLC | 23,043 | $259.6 萬 | 0.20% | −3,374−12.8% | 減碼 |
| Mystic Asset Management, Inc. | 23,091 | $260.0 萬 | 1.59% | +595+2.6% | 加碼 |
| Valley National Advisers Inc | 22,675 | $260.1 萬 | 0.55% | +3,210+16.5% | 加碼 |
| Nichols & Pratt Advisers LLP | 23,143 | $260.6 萬 | 0.21% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 23,185 | $261.1 萬 | 0.29% | −111−0.5% | 減碼 |
| StrongBox Wealth, LLC | 23,183 | $261.1 萬 | 1.69% | +2,223+10.6% | 加碼 |
| X-Square Capital, LLC | 23,341 | $262.8 萬 | 1.58% | −1,034−4.2% | 減碼 |
| Gradient Capital Advisors, LLC | 23,419 | $263.7 萬 | 1.27% | −180−0.8% | 減碼 |
| Verition Fund Management LLC | 23,445 | $264.0 萬 | 0.06% | −6,443−21.6% | 減碼 |
| Wealthcare Advisory Partners LLC | 23,477 | $264.4 萬 | 0.16% | +611+2.7% | 加碼 |
| Capital Planning Advisors, LLC | 23,484 | $264.5 萬 | 0.70% | −2,967−11.2% | 減碼 |
| Gables Capital Management Inc. | 23,496 | $264.6 萬 | 2.00% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 23,437 | $264.7 萬 | 1.88% | +140+0.6% | 加碼 |
| Qtron Investments LLC | 23,523 | $264.9 萬 | 0.58% | +8,219+53.7% | 加碼 |
| Investment Research & Advisory Group, Inc. | 23,543 | $265.1 萬 | 1.94% | +1,574+7.2% | 加碼 |
| Columbia Trust Co 01012016 | 23,632 | $266.2 萬 | 1.43% | −345−1.4% | 減碼 |
| Blue Fin Capital, Inc. | 23,670 | $266.5 萬 | 0.94% | +950+4.2% | 加碼 |
| Pegasus Partners Ltd. | 23,664 | $266.5 萬 | 0.55% | +2,017+9.3% | 加碼 |
| Stableford Capital II LLC | 23,027 | $266.6 萬 | 1.23% | +2,457+11.9% | 加碼 |
| Continuum Advisory, LLC | 49,986 | $266.6 萬 | 0.49% | +6,384+14.6% | 加碼 |
| Cordatus Wealth Management LLC | 23,755 | $267.5 萬 | 1.25% | +573+2.5% | 加碼 |
| Burney Co | 23,766 | $267.6 萬 | 0.14% | −1,465−5.8% | 減碼 |
| WD Rutherford LLC | 23,820 | $268.2 萬 | 2.07% | −80−0.3% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 23,940 | $269.6 萬 | 1.96% | +1,419+6.3% | 加碼 |
| Connolly Sarah T. | 23,997 | $270.2 萬 | 1.84% | +197+0.8% | 加碼 |
| Mission Wealth Management, LP | 23,991 | $270.2 萬 | 0.14% | +756+3.3% | 加碼 |
| Curbstone Financial Management Corp | 24,002 | $270.3 萬 | 0.63% | −1,496−5.9% | 減碼 |
| Ulysses Management LLC | 24,000 | $270.3 萬 | 0.71% | +3,000+14.3% | 加碼 |
| HCR Wealth Advisors | 24,011 | $270.4 萬 | 0.54% | −338−1.4% | 減碼 |
| Winch Advisory Services, LLC | 24,024 | $270.5 萬 | 1.10% | +48+0.2% | 加碼 |
| SWS Partners | 24,036 | $270.7 萬 | 2.28% | −747−3.0% | 減碼 |
| Roberts Wealth Advisors, LLC | 23,679 | $270.8 萬 | 1.18% | +584+2.5% | 加碼 |
| Aspiriant, LLC | 24,136 | $271.7 萬 | 0.13% | +975+4.2% | 加碼 |
| Bulltick Wealth Management, LLC | 24,174 | $272.2 萬 | 0.74% | +6,013+33.1% | 加碼 |
| Chou Associates Management Inc.大師Chou Associates | 24,275 | $273.4 萬 | 2.64% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 24,259 | $273.6 萬 | 0.97% | −1,439−5.6% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 24,297 | $273.6 萬 | 0.93% | +168+0.7% | 加碼 |
| RMR Wealth Builders | 24,343 | $274.1 萬 | 0.68% | −1,442−5.6% | 減碼 |
| Mechanics Financial Corp | 24,638 | $277.4 萬 | 1.67% | +20+0.1% | 加碼 |
| Bernzott Capital Advisors | 24,630 | $277.4 萬 | 0.31% | +24,630 | 新進 |
| Dividend Assets Capital, LLC | 24,647 | $277.5 萬 | 0.60% | +4,997+25.4% | 加碼 |
| Butensky & Cohen Financial Security, Inc | 24,655 | $277.6 萬 | 1.14% | +1,504+6.5% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 24,675 | $277.9 萬 | 0.25% | +512+2.1% | 加碼 |
| Almanack Investment Partners, LLC. | 24,709 | $278.3 萬 | 0.28% | +1,800+7.9% | 加碼 |
| S&CO Inc | 24,799 | $279.2 萬 | 0.23% | +144+0.6% | 加碼 |
| Blume Capital Management, Inc. | 24,802 | $279.3 萬 | 1.10% | +1,099+4.6% | 加碼 |
| Bank of Stockton | 24,829 | $279.6 萬 | 1.05% | +65+0.3% | 加碼 |
| Platform Technology Partners | 24,910 | $280.5 萬 | 1.53% | +641+2.6% | 加碼 |
| RDA Financial Network | 24,947 | $280.9 萬 | 1.42% | +508+2.1% | 加碼 |