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 |
|---|---|---|---|---|---|
| Montchanin Asset Management, LLC | 28,171 | $317.2 萬 | 4.39% | +28,171 | 新進 |
| Sterling Investment Advisors, Ltd. | 28,246 | $318.1 萬 | 1.09% | +1,348+5.0% | 加碼 |
| Lindbrook Capital, LLC | 28,247 | $318.1 萬 | 0.53% | +4,881+20.9% | 加碼 |
| Athena Investment Management | 28,269 | $318.3 萬 | 2.51% | +600+2.2% | 加碼 |
| Trustco Bank Corp N Y | 28,359 | $319.3 萬 | 3.44% | −480−1.7% | 減碼 |
| Aureus Asset Management, LLC | 28,418 | $320.0 萬 | 0.26% | −3,058−9.7% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 28,574 | $321.8 萬 | 2.17% | −1,617−5.4% | 減碼 |
| Hengehold Capital Management LLC | 28,589 | $321.9 萬 | 0.46% | +2,309+8.8% | 加碼 |
| Atlas Brown,Inc. | 28,609 | $322.2 萬 | 1.52% | +780+2.8% | 加碼 |
| Weil Company, Inc. | 28,661 | $322.8 萬 | 1.82% | +6,582+29.8% | 加碼 |
| Peddock Capital Advisors, LLC | 28,682 | $323.0 萬 | 1.26% | +200+0.7% | 加碼 |
| Zevenbergen Capital Investments LLC | 28,758 | $323.8 萬 | 0.15% | +765+2.7% | 加碼 |
| Cambria Investment Management, L.P. | 28,800 | $324.3 萬 | 0.42% | +2,880+11.1% | 加碼 |
| Inscription Capital, LLC | 28,803 | $324.4 萬 | 0.58% | +12,384+75.4% | 加碼 |
| Orion Portfolio Solutions, LLC | 28,928 | $325.8 萬 | 0.13% | +2,120+7.9% | 加碼 |
| 9258 Wealth Management, LLC | 28,979 | $326.3 萬 | 0.84% | +875+3.1% | 加碼 |
| Shelter Mutual Insurance Co | 29,000 | $326.6 萬 | 0.99% | 00.0% | 不變 |
| Highlander Partners, L.P. | 29,000 | $326.6 萬 | 4.30% | 00.0% | 不變 |
| Change Path, LLC | 29,044 | $327.1 萬 | 0.18% | −2,356−7.5% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 29,048 | $327.1 萬 | 0.25% | −945−3.2% | 減碼 |
| Herold Advisors, Inc. | 29,053 | $327.1 萬 | 1.48% | +1,060+3.8% | 加碼 |
| Arkadios Wealth Advisors | 29,066 | $327.3 萬 | 0.49% | +2,094+7.8% | 加碼 |
| BNC Wealth Management, LLC | 29,127 | $328.0 萬 | 1.71% | +22,914+368.8% | 加碼 |
| Wisconsin Capital Management LLC | 29,149 | $328.2 萬 | 2.20% | +754+2.7% | 加碼 |
| Brick & Kyle, Associates | 35,031 | $329.1 萬 | 1.85% | +318+0.9% | 加碼 |
| Andesa Financial Management Inc. | 29,286 | $329.8 萬 | 2.08% | −1,679−5.4% | 減碼 |
| Winning Points Advisors, LLC | 29,303 | $329.8 萬 | 3.62% | +527+1.8% | 加碼 |
| West Branch Capital LLC | 29,311 | $330.1 萬 | 1.91% | −70−0.2% | 減碼 |
| SeaBridge Investment Advisors LLC | 29,366 | $330.7 萬 | 1.06% | +716+2.5% | 加碼 |
| Claro Advisors LLC | 29,407 | $331.1 萬 | 1.32% | +3,493+13.5% | 加碼 |
| Bogart Wealth, LLC | 29,432 | $331.4 萬 | 0.29% | +6,218+26.8% | 加碼 |
| Americana Partners, LLC | 29,840 | $331.6 萬 | 0.59% | +1,471+5.2% | 加碼 |
| Regal Investment Advisors LLC | 29,510 | $332.3 萬 | 0.35% | +1,076+3.8% | 加碼 |
| Arete Wealth Advisors, LLC | 29,504 | $332.5 萬 | 0.36% | +3,132+11.9% | 加碼 |
| Sawtooth Solutions, LLC | 29,536 | $332.6 萬 | 0.43% | +7,450+33.7% | 加碼 |
| United Bank | 29,550 | $332.8 萬 | 2.07% | +2,691+10.0% | 加碼 |
| Citizens & Northern Corp | 29,565 | $332.9 萬 | 1.45% | −1,010−3.3% | 減碼 |
| Amarillo National Bank | 29,573 | $333.0 萬 | 0.74% | +31+0.1% | 加碼 |
| Strategic Blueprint, LLC | 29,664 | $334.0 萬 | 0.43% | −108−0.4% | 減碼 |
| Fund Management at Engine No. 1 LLC | 29,656 | $334.0 萬 | 0.88% | +4,637+18.5% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $334.5 萬 | 1.34% | 00.0% | 不變 |
| Doliver Advisors, LP | 29,727 | $334.8 萬 | 1.19% | +4,555+18.1% | 加碼 |
| Bank Hapoalim BM | 29,851 | $336.2 萬 | 0.43% | +5,552+22.8% | 加碼 |
| Brandywine Oak Private Wealth LLC | 29,883 | $336.5 萬 | 0.43% | +150+0.5% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 29,953 | $337.3 萬 | 1.10% | +66+0.2% | 加碼 |
| Nikulski Financial, Inc. | 29,966 | $337.4 萬 | 1.67% | +460+1.6% | 加碼 |
| Monetta Financial Services Inc | 30,000 | $337.8 萬 | 3.54% | 00.0% | 不變 |
| Allen Holding Inc | 30,000 | $337.8 萬 | 0.48% | 00.0% | 不變 |
| Bleichroeder LP | 30,000 | $337.8 萬 | 0.70% | 00.0% | 不變 |
| Udine Wealth Management, Inc. | 30,049 | $338.4 萬 | 6.13% | +3,050+11.3% | 加碼 |
| McBroom & Associates, LLC | 30,172 | $339.8 萬 | 3.70% | −294−1.0% | 減碼 |
| Capital Asset Advisory Services LLC | 30,377 | $342.1 萬 | 0.38% | −1,164−3.7% | 減碼 |
| Dixon Hubard Feinour & Brown Inc | 30,400 | $342.3 萬 | 0.41% | −1,777−5.5% | 減碼 |
| First Nebraska Trust Co | 30,511 | $343.6 萬 | 0.45% | −40−0.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 30,552 | $344.0 萬 | 0.45% | +22,961+302.5% | 加碼 |
| Allen Capital Group, LLC | 30,595 | $344.5 萬 | 0.70% | +1,074+3.6% | 加碼 |
| Flagship Harbor Advisors, LLC | 30,651 | $345.2 萬 | 0.39% | +2,788+10.0% | 加碼 |
| Kore Private Wealth LLC | 30,679 | $345.5 萬 | 0.53% | +340+1.1% | 加碼 |
| Congress Park Capital LLC | 30,677 | $345.5 萬 | 2.22% | +532+1.8% | 加碼 |
| Baker Tilly Wealth Management, LLC | 30,681 | $345.5 萬 | 0.45% | +713+2.4% | 加碼 |
| Green Square Capital Advisors LLC | 30,687 | $345.6 萬 | 0.63% | −110−0.4% | 減碼 |
| Summit Financial, LLC | 30,694 | $345.6 萬 | 0.32% | −570−1.8% | 減碼 |
| Ameritas Advisory Services, LLC | 30,748 | $346.3 萬 | 0.20% | +1,755+6.1% | 加碼 |
| Boston Financial Mangement LLC | 30,775 | $346.6 萬 | 0.15% | +4,602+17.6% | 加碼 |
| apricus wealth, LLC | 30,836 | $347.2 萬 | 3.18% | +2,308+8.1% | 加碼 |
| Investors Asset Management of Georgia Inc | 30,858 | $347.5 萬 | 1.80% | +302+1.0% | 加碼 |
| Lauterbach Financial Advisors, LLC | 30,866 | $347.6 萬 | 3.30% | −314−1.0% | 減碼 |
| Pegasus Asset Management, Inc. | 30,933 | $348.3 萬 | 1.89% | −879−2.8% | 減碼 |
| J.W. Cole Advisors, Inc. | 30,941 | $348.4 萬 | 0.28% | −822−2.6% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 30,961 | $348.7 萬 | 1.01% | +245+0.8% | 加碼 |
| Brooks, Moore & Associates, Inc. | 30,968 | $348.7 萬 | 2.51% | +2,794+9.9% | 加碼 |
| RBA Wealth Management, LLC | 30,986 | $348.9 萬 | 1.93% | +1,757+6.0% | 加碼 |
| Addison Capital Co | 31,048 | $349.6 萬 | 2.04% | −487−1.5% | 減碼 |
| Trust Asset Management LLC | 31,060 | $349.8 萬 | 0.49% | +1,195+4.0% | 加碼 |
| Account Management LLC | 31,080 | $350.0 萬 | 4.26% | −47−0.2% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 31,134 | $350.6 萬 | 1.59% | 00.0% | 不變 |
| Wealthsource Partners, LLC | 31,167 | $351.0 萬 | 0.26% | −25,425−44.9% | 減碼 |
| Hixon Zuercher, LLC | 31,194 | $351.3 萬 | 2.28% | +1,019+3.4% | 加碼 |
| Cohen Lawrence B | 31,201 | $351.4 萬 | 2.50% | +421+1.4% | 加碼 |
| GM Advisory Group, Inc. | 31,271 | $352.1 萬 | 0.55% | −2,376−7.1% | 減碼 |
| Argent Advisors, Inc. | 31,306 | $352.5 萬 | 1.98% | +7,994+34.3% | 加碼 |
| Centre Asset Management, LLC | 31,334 | $352.9 萬 | 0.94% | +9,529+43.7% | 加碼 |
| Brightworth | 31,366 | $353.2 萬 | 0.38% | +3,148+11.2% | 加碼 |
| Icon Wealth Partners, LLC | 31,371 | $353.3 萬 | 0.42% | −29,067−48.1% | 減碼 |
| Triangle Securities Wealth Management | 31,422 | $353.8 萬 | 1.38% | +870+2.8% | 加碼 |
| V Wealth Advisors LLC | 31,428 | $353.9 萬 | 0.67% | +997+3.3% | 加碼 |
| Consolidated Planning Corp | 31,473 | $354.4 萬 | 1.11% | +27,287+651.9% | 加碼 |
| Symmetry Partners, LLC | 31,524 | $355.0 萬 | 0.24% | −1,149−3.5% | 減碼 |
| Marcum Wealth, LLC | 31,522 | $355.0 萬 | 0.53% | +1,822+6.1% | 加碼 |
| Cary Street Partners Asset Management LLC | 31,528 | $355.0 萬 | 0.83% | +7,874+33.3% | 加碼 |
| Parcion Private Wealth LLC | 30,984 | $355.6 萬 | 0.36% | −2,015−6.1% | 減碼 |
| Soltis Investment Advisors LLC | 31,579 | $355.6 萬 | 0.52% | +6,215+24.5% | 加碼 |
| Sciencast Management LP | 31,002 | $356.3 萬 | 0.80% | +31,002 | 新進 |
| CAPROCK Group, Inc. | 31,646 | $356.4 萬 | 0.35% | +1,678+5.6% | 加碼 |
| Duff & Phelps Investment Management Co | 31,665 | $356.6 萬 | 0.04% | +170+0.5% | 加碼 |
| Bank Ozk | 31,677 | $356.7 萬 | 1.80% | −195−0.6% | 減碼 |
| Silvant Capital Management LLC | 31,685 | $356.8 萬 | 0.86% | −403−1.3% | 減碼 |
| Altrius Capital Management Inc | 31,767 | $357.7 萬 | 1.16% | +31,767 | 新進 |
| Security National Bank | 31,801 | $358.1 萬 | 1.00% | +4,568+16.8% | 加碼 |
| Lee Danner & Bass Inc | 31,888 | $359.1 萬 | 0.36% | +2,653+9.1% | 加碼 |