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 |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 24,961 | $281.1 萬 | 1.12% | +1,164+4.9% | 加碼 |
| Summit Trail Advisors, LLC | 24,979 | $281.3 萬 | 0.17% | +4,685+23.1% | 加碼 |
| Valmark Advisers, Inc. | 24,998 | $281.5 萬 | 0.05% | −692−2.7% | 減碼 |
| WealthShield Partners, LLC | 24,997 | $281.5 萬 | 0.56% | +512+2.1% | 加碼 |
| Algebris (UK) Ltd | 25,000 | $281.5 萬 | 1.13% | +25,000 | 新進 |
| Liontrust Investment Partners LLP | 25,000 | $281.5 萬 | 0.04% | 00.0% | 不變 |
| Papp L Roy & Associates | 25,011 | $281.6 萬 | 0.41% | −156−0.6% | 減碼 |
| Csenge Advisory Group | 25,052 | $282.1 萬 | 0.24% | +1,067+4.4% | 加碼 |
| Great Lakes Advisors, LLC | 25,095 | $282.6 萬 | 0.06% | −2,747−9.9% | 減碼 |
| Proequities, Inc. | 25,118 | $282.8 萬 | 0.24% | +2,180+9.5% | 加碼 |
| Hilltop Holdings Inc. | 25,128 | $283.0 萬 | 0.38% | +4,208+20.1% | 加碼 |
| Triasima Portfolio Management inc. | 25,150 | $283.2 萬 | 0.20% | −1,980−7.3% | 減碼 |
| Grove Bank & Trust | 25,202 | $283.8 萬 | 0.68% | −143−0.6% | 減碼 |
| Sycomore Asset Management | 24,516 | $283.9 萬 | 0.67% | −5,636−18.7% | 減碼 |
| Argus Investors' Counsel, Inc. | 25,225 | $284.1 萬 | 2.10% | +894+3.7% | 加碼 |
| GSB Wealth Management, LLC | 25,332 | $285.3 萬 | 0.97% | −403−1.6% | 減碼 |
| Nwam LLC | 25,331 | $285.3 萬 | 0.26% | +20+0.1% | 加碼 |
| Hudson Value Partners, LLC | 25,335 | $285.3 萬 | 1.81% | +747+3.0% | 加碼 |
| Altfest L J & Co Inc | 25,356 | $285.5 萬 | 0.51% | −439−1.7% | 減碼 |
| Enterprise Bank & Trust Co | 25,429 | $286.4 萬 | 1.30% | −2,165−7.8% | 減碼 |
| Shoker Investment Counsel, Inc. | 25,451 | $286.6 萬 | 1.52% | −1,263−4.7% | 減碼 |
| Mendel Money Management | 25,462 | $286.7 萬 | 1.71% | −4,886−16.1% | 減碼 |
| Evoke Wealth, LLC | 25,489 | $287.0 萬 | 0.11% | +1,055+4.3% | 加碼 |
| FLC Capital Advisors | 25,521 | $287.4 萬 | 0.96% | +1,213+5.0% | 加碼 |
| Mathes Company, Inc. | 25,533 | $287.5 萬 | 1.40% | −300−1.2% | 減碼 |
| MV Capital Management, Inc. | 25,552 | $287.7 萬 | 0.49% | +392+1.6% | 加碼 |
| ACG Wealth | 25,604 | $288.3 萬 | 0.59% | +406+1.6% | 加碼 |
| Parisi Gray Wealth Management | 25,617 | $288.5 萬 | 1.51% | +637+2.6% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 25,772 | $290.2 萬 | 1.52% | −1,058−3.9% | 減碼 |
| First Business Financial Services, Inc. | 25,835 | $290.9 萬 | 0.39% | −557−2.1% | 減碼 |
| Tiemann Investment Advisors, LLC | 25,844 | $291.0 萬 | 1.55% | −230−0.9% | 減碼 |
| Moloney Securities Asset Management, LLC | 25,853 | $291.1 萬 | 0.68% | −1,744−6.3% | 減碼 |
| SPC Financial, Inc. | 25,910 | $291.8 萬 | 0.36% | +965+3.9% | 加碼 |
| Greenfield Savings Bank | 25,908 | $291.8 萬 | 1.96% | +25,908 | 新進 |
| Koshinski Asset Management, Inc. | 25,958 | $292.3 萬 | 0.29% | −35,566−57.8% | 減碼 |
| Scott & Selber, Inc. | 25,955 | $292.3 萬 | 1.33% | +141+0.5% | 加碼 |
| Eos Management, L.P. | 26,000 | $292.8 萬 | 2.23% | 00.0% | 不變 |
| Mount Vernon Associates Inc | 26,062 | $293.5 萬 | 3.58% | +30+0.1% | 加碼 |
| Am Investment Strategies LLC | 26,142 | $294.4 萬 | 1.03% | +27+0.1% | 加碼 |
| Harbor Advisors LLC | 26,148 | $294.5 萬 | 0.71% | 00.0% | 不變 |
| Reynolds Investment Management, Inc. | 26,183 | $294.8 萬 | 1.05% | −100−0.4% | 減碼 |
| Malaga Cove Capital, LLC | 26,402 | $295.5 萬 | 1.65% | +943+3.7% | 加碼 |
| NorthRock Partners, LLC | 26,247 | $295.6 萬 | 0.31% | −1,006−3.7% | 減碼 |
| AllGen Financial Advisors, Inc. | 26,259 | $295.7 萬 | 2.48% | +1,172+4.7% | 加碼 |
| BBR Partners, LLC | 26,285 | $296.0 萬 | 0.35% | +1,120+4.5% | 加碼 |
| Bremer Bank National Association | 26,323 | $296.5 萬 | 0.57% | −876−3.2% | 減碼 |
| Roanoke Asset Management Corp | 26,335 | $296.6 萬 | 1.33% | +499+1.9% | 加碼 |
| Madden Securities Corp | 26,372 | $297.0 萬 | 1.63% | +10,852+69.9% | 加碼 |
| Horizon Investments, LLC | 26,699 | $298.0 萬 | 0.10% | −10,395−28.0% | 減碼 |
| Sheets Smith Wealth Management | 26,459 | $298.0 萬 | 0.49% | −3,520−11.7% | 減碼 |
| Sunbelt Securities, Inc. | 26,506 | $298.5 萬 | 0.63% | +3,246+14.0% | 加碼 |
| High Note Wealth, LLC | 26,536 | $298.8 萬 | 1.17% | +1,633+6.6% | 加碼 |
| Tradewinds, LLC. | 26,582 | $299.3 萬 | 2.04% | +26,582 | 新進 |
| Aj Wealth Strategies, LLC | 26,594 | $299.5 萬 | 0.16% | −465−1.7% | 減碼 |
| Fieldpoint Private Securities, LLC | 26,604 | $299.6 萬 | 0.87% | −10,988−29.2% | 減碼 |
| Clear Creek Financial Management, LLC | 26,738 | $301.1 萬 | 0.63% | +872+3.4% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 26,752 | $301.2 萬 | 0.30% | −7,133−21.1% | 減碼 |
| Glen Eagle Advisors, LLC | 26,763 | $301.4 萬 | 0.82% | −1,039−3.7% | 減碼 |
| Fairhaven Wealth Management, LLC | 26,828 | $302.1 萬 | 1.42% | +1,158+4.5% | 加碼 |
| Violich Capital Management, Inc. | 26,836 | $302.2 萬 | 0.53% | −1,061−3.8% | 減碼 |
| Nicolet Bankshares Inc | 26,930 | $303.2 萬 | 0.79% | +782+3.0% | 加碼 |
| Marino, Stram & Associates LLC | 26,932 | $303.3 萬 | 1.05% | +429+1.6% | 加碼 |
| YorkBridge Wealth Partners, LLC | 26,951 | $303.5 萬 | 0.79% | +651+2.5% | 加碼 |
| Hudock, Inc. | 26,991 | $303.9 萬 | 1.02% | −647−2.3% | 減碼 |
| Coastal Bridge Advisors, LLC | 26,989 | $303.9 萬 | 0.94% | +1,002+3.9% | 加碼 |
| BFSG, LLC | 26,998 | $304.0 萬 | 0.55% | +1,534+6.0% | 加碼 |
| DRW Securities, LLC | 26,993 | $304.0 萬 | 0.80% | +21,228+368.2% | 加碼 |
| SkyOak Wealth, LLC | 27,022 | $304.3 萬 | 1.04% | +697+2.6% | 加碼 |
| Anchor Investment Management, LLC | 27,025 | $304.3 萬 | 0.44% | −172−0.6% | 減碼 |
| Arlington Financial Advisors, LLC | 27,071 | $304.8 萬 | 1.37% | +420+1.6% | 加碼 |
| Eagle Capital Management, LLC | 27,074 | $304.9 萬 | 1.81% | +132+0.5% | 加碼 |
| Hall Capital Management Co Inc | 27,083 | $305.0 萬 | 2.01% | −236−0.9% | 減碼 |
| Trustmark National Bank Trust Department | 27,126 | $305.4 萬 | 0.27% | +935+3.6% | 加碼 |
| Laffer Tengler Investments | 27,161 | $305.9 萬 | 1.07% | +922+3.5% | 加碼 |
| Charles Schwab Trust Co | 27,189 | $306.2 萬 | 0.63% | −1,093−3.9% | 減碼 |
| Hayek Kallen Investment Management | 27,250 | $306.9 萬 | 1.34% | −20−0.1% | 減碼 |
| Independent Financial Group, LLC | 27,261 | $307.0 萬 | 0.33% | +303+1.1% | 加碼 |
| Old Port Advisors | 27,326 | $307.7 萬 | 1.19% | +132+0.5% | 加碼 |
| JT Stratford LLC | 27,388 | $308.4 萬 | 0.98% | +304+1.1% | 加碼 |
| Signet Investment Advisory Group, Inc. | 27,403 | $308.6 萬 | 2.14% | +869+3.3% | 加碼 |
| Banco de Sabadell, S.A | 27,384 | $308.8 萬 | 2.59% | −6,657−19.6% | 減碼 |
| Enhancing Capital LLC | 27,477 | $309.4 萬 | 3.69% | −130.0% | 減碼 |
| Compton Wealth Advisory Group, LLC | 27,527 | $310.0 萬 | 1.34% | −3,836−12.2% | 減碼 |
| Atlantic Trust, LLC | 27,607 | $310.9 萬 | 2.36% | +1,146+4.3% | 加碼 |
| Act Two Investors LLC | 27,626 | $311.1 萬 | 2.93% | 00.0% | 不變 |
| Versor Investments LP | 27,768 | $312.7 萬 | 0.12% | +21,168+320.7% | 加碼 |
| StrategIQ Financial Group, LLC | 27,809 | $313.2 萬 | 0.38% | +2,124+8.3% | 加碼 |
| Pitcairn Co | 27,853 | $313.7 萬 | 0.33% | −265−0.9% | 減碼 |
| Keebeck Wealth Management, LLC | 27,869 | $313.8 萬 | 0.60% | −1,659−5.6% | 減碼 |
| Resonant Capital Advisors, LLC | 27,880 | $314.0 萬 | 0.49% | +1,064+4.0% | 加碼 |
| Brookmont Capital Management | 27,898 | $314.2 萬 | 2.16% | −966−3.3% | 減碼 |
| Calamos Wealth Management LLC | 27,961 | $314.9 萬 | 0.28% | −2,519−8.3% | 減碼 |
| Delta Capital Management LLC | 27,980 | $315.1 萬 | 2.37% | +160+0.6% | 加碼 |
| ICA Group Wealth Management, LLC | 26,561 | $315.1 萬 | 0.59% | +237+0.9% | 加碼 |
| DCM Advisors, LLC | 28,002 | $315.4 萬 | 1.36% | −6,066−17.8% | 減碼 |
| Salem Capital Management Inc | 28,053 | $315.9 萬 | 2.30% | −3,127−10.0% | 減碼 |
| Goodwin Daniel L | 28,050 | $315.9 萬 | 1.74% | −200−0.7% | 減碼 |
| Secure Asset Management, LLC | 28,077 | $316.2 萬 | 1.75% | +1,131+4.2% | 加碼 |
| Independence Bank of Kentucky | 28,119 | $316.6 萬 | 1.42% | +333+1.2% | 加碼 |
| Piscataqua Savings Bank | 28,122 | $316.7 萬 | 2.77% | −21−0.1% | 減碼 |