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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| Coerente Capital Management | 36,449 | $410.4 萬 | 0.92% | +995+2.8% | 加碼 |
| Hedeker Wealth, LLC | 35,858 | $410.6 萬 | 1.42% | −2,755−7.1% | 減碼 |
| MidWestOne Financial Group, Inc. | 36,472 | $410.7 萬 | 1.02% | +2,530+7.5% | 加碼 |
| Eagle Asset Management Inc | 36,604 | $412.2 萬 | 0.03% | −774,657−95.5% | 減碼 |
| Bank of New Hampshire | 36,601 | $412.2 萬 | 1.19% | −3,105−7.8% | 減碼 |
| Van Eck Associates Corp | 36,673 | $412.9 萬 | 0.01% | +8,847+31.8% | 加碼 |
| Rpo LLC | 36,707 | $413.4 萬 | 1.12% | +36,707 | 新進 |
| Exchange Capital Management, Inc. | 36,730 | $413.6 萬 | 0.90% | +4,488+13.9% | 加碼 |
| Capital Analysts, LLC | 36,747 | $413.8 萬 | 0.29% | +450+1.2% | 加碼 |
| Strategic Wealth Partners, Ltd. | 36,746 | $413.8 萬 | 0.89% | +1,056+3.0% | 加碼 |
| Systematic Alpha Investments, LLC | 36,804 | $414.4 萬 | 0.23% | −5,200−12.4% | 減碼 |
| Founders Capital Management | 36,801 | $414.4 萬 | 3.27% | +11,235+43.9% | 加碼 |
| Bessemer Securities LLC | 36,831 | $414.8 萬 | 1.45% | +7,050+23.7% | 加碼 |
| Harbour Investments, Inc. | 36,831 | $414.8 萬 | 0.28% | +36,831 | 新進 |
| Magnus Financial Group LLC | 36,840 | $414.9 萬 | 0.76% | +2,965+8.8% | 加碼 |
| Trustcore Financial Services, LLC | 36,911 | $415.7 萬 | 0.39% | +1,444+4.1% | 加碼 |
| Next Level Private LLC | 36,942 | $416.0 萬 | 1.60% | −1,302−3.4% | 減碼 |
| Chemistry Wealth Management LLC | 36,942 | $416.0 萬 | 1.60% | −214−0.6% | 減碼 |
| Excalibur Management Corp | 36,961 | $416.2 萬 | 2.17% | −307−0.8% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37,045 | $417.0 萬 | 0.42% | +683+1.9% | 加碼 |
| Vectors Research Management, LLC | 37,067 | $417.4 萬 | 1.06% | −3,631−8.9% | 減碼 |
| Permanens Capital L.P. | 37,091 | $417.7 萬 | 0.84% | 00.0% | 不變 |
| IMA Wealth, Inc. | 37,096 | $417.7 萬 | 1.02% | +3,942+11.9% | 加碼 |
| Horan Capital Advisors, LLC. | 37,111 | $417.9 萬 | 1.94% | +129+0.3% | 加碼 |
| Procyon Private Wealth Partners, LLC | 37,220 | $419.1 萬 | 0.92% | +1,663+4.7% | 加碼 |
| LSV Asset Management | 37,300 | $420.0 萬 | 0.01% | 00.0% | 不變 |
| Bridgewater Advisors Inc. | 37,432 | $421.5 萬 | 0.87% | −279−0.7% | 減碼 |
| tru Independence LLC | 37,485 | $422.1 萬 | 1.36% | +7,885+26.6% | 加碼 |
| MSD Partners, L.P. | 37,500 | $422.3 萬 | 0.32% | 00.0% | 不變 |
| NewSquare Capital LLC | 37,518 | $422.5 萬 | 0.54% | +3,757+11.1% | 加碼 |
| Concorde Financial Corp | 37,649 | $424.0 萬 | 4.74% | +6,225+19.8% | 加碼 |
| Stillwater Investment Management, LLC | 37,769 | $425.3 萬 | 1.26% | +821+2.2% | 加碼 |
| Sandhill Capital Partners LLC | 37,824 | $425.9 萬 | 0.46% | +20,806+122.3% | 加碼 |
| Fusion Capital, LLC | 37,844 | $426.2 萬 | 2.63% | – | – |
| Pinnacle Wealth Management Advisory Group, LLC | 37,885 | $426.6 萬 | 0.69% | −1,280−3.3% | 減碼 |
| R.m.sincerbeaux Capital Management LLC | 37,890 | $426.7 萬 | 3.13% | 00.0% | 不變 |
| NEIRG Wealth Management, LLC | 37,917 | $427.0 萬 | 0.93% | +3,639+10.6% | 加碼 |
| Cigna Investments Inc | 37,947 | $427.4 萬 | 0.86% | −14,175−27.2% | 減碼 |
| Source Financial Advisors LLC | 37,973 | $427.7 萬 | 1.68% | +192+0.5% | 加碼 |
| Laurion Capital Management LP | 38,065 | $428.6 萬 | 0.18% | +34,092+858.1% | 加碼 |
| Werlinich Asset Management, LLC | 38,065 | $428.6 萬 | 4.01% | −200−0.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 38,105 | $429.1 萬 | 0.38% | +6,151+19.2% | 加碼 |
| Advanced Asset Management Advisors Inc | 38,294 | $431.2 萬 | 1.11% | +45+0.1% | 加碼 |
| Joel Isaacson & Co., LLC | 38,350 | $431.9 萬 | 0.36% | −515−1.3% | 減碼 |
| NatWest Group plc | 38,410 | $432.5 萬 | 2.45% | +2,080+5.7% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 38,593 | $434.6 萬 | 1.47% | +6,475+20.2% | 加碼 |
| Schechter Investment Advisors, LLC | 38,655 | $435.3 萬 | 0.42% | +4,146+12.0% | 加碼 |
| Huber Capital Management LLC | 38,679 | $435.6 萬 | 1.22% | −48−0.1% | 減碼 |
| Sitrin Capital Management LLC | 38,728 | $436.1 萬 | 2.78% | −723−1.8% | 減碼 |
| Schmidt P J Investment Management Inc | 37,754 | $436.1 萬 | 0.95% | +102+0.3% | 加碼 |
| Institutional & Family Asset Management, LLC | 38,746 | $436.3 萬 | 0.76% | +1,854+5.0% | 加碼 |
| Carderock Capital Management Inc | 38,996 | $439.1 萬 | 1.83% | +9,320+31.4% | 加碼 |
| Shepherd Financial Partners LLC | 39,137 | $440.7 萬 | 0.86% | +1,168+3.1% | 加碼 |
| Patton Albertson Miller Group, LLC | 39,187 | $441.3 萬 | 0.90% | +206+0.5% | 加碼 |
| Mechanics Bank Trust Department | 39,222 | $441.7 萬 | 0.79% | +163+0.4% | 加碼 |
| Semmax Financial Advisors Inc. | 37,430 | $443.1 萬 | 1.81% | +33,161+776.8% | 加碼 |
| Chicago Trust Co NA | 39,365 | $443.3 萬 | 1.12% | +4,674+13.5% | 加碼 |
| Budros, Ruhlin & Roe, Inc. | 39,412 | $443.8 萬 | 0.53% | −33−0.1% | 減碼 |
| Kinneret Advisory, LLC | 39,432 | $444.0 萬 | 0.58% | +835+2.2% | 加碼 |
| Howland Capital Management LLC | 39,513 | $445.0 萬 | 0.27% | +1,110+2.9% | 加碼 |
| Consolidated Investment Group LLC | 39,692 | $447.0 萬 | 0.85% | 00.0% | 不變 |
| Chronos Wealth Management, LLC | 39,707 | $447.1 萬 | 3.35% | +537+1.4% | 加碼 |
| Oxford Financial Group Ltd | 39,725 | $447.3 萬 | 0.66% | −563−1.4% | 減碼 |
| Checchi Capital Advisers, LLC | 38,812 | $447.7 萬 | 0.44% | +1,003+2.7% | 加碼 |
| Avantax Planning Partners, Inc. | 39,759 | $447.7 萬 | 0.19% | +4,121+11.6% | 加碼 |
| Fairfield, Bush & Co. | 39,960 | $450.0 萬 | 2.65% | −4,451−10.0% | 減碼 |
| United Fire Group Inc | 40,000 | $450.4 萬 | 2.76% | −17,736−30.7% | 減碼 |
| Mandatum Life Insurance Co Ltd | 40,000 | $450.4 萬 | 1.01% | +3,399+9.3% | 加碼 |
| RFG Advisory, LLC | 38,937 | $450.7 萬 | 0.26% | +10,925+39.0% | 加碼 |
| Patient Capital Management, LLC | 40,100 | $451.6 萬 | 2.20% | +4,000+11.1% | 加碼 |
| M Holdings Securities, Inc. | 40,155 | $452.2 萬 | 0.46% | +1,117+2.9% | 加碼 |
| First Washington CORP | 40,233 | $453.1 萬 | 2.10% | +40,233 | 新進 |
| Van Hulzen Asset Management, LLC | 40,275 | $453.5 萬 | 0.54% | −16,028−28.5% | 減碼 |
| Opus Investment Management Inc | 40,350 | $454.4 萬 | 0.98% | 00.0% | 不變 |
| Monetary Management Group Inc | 40,379 | $454.7 萬 | 1.43% | +6,090+17.8% | 加碼 |
| Waldron Private Wealth LLC | 40,406 | $455.0 萬 | 0.26% | +1,314+3.4% | 加碼 |
| White Pine Investment CO | 40,439 | $455.4 萬 | 1.80% | +105+0.3% | 加碼 |
| Peloton Wealth Strategists | 40,449 | $455.5 萬 | 2.22% | +600+1.5% | 加碼 |
| Burleson & Company, LLC | 40,553 | $456.7 萬 | 1.00% | +2,961+7.9% | 加碼 |
| Jacobi Capital Management LLC | 40,566 | $456.8 萬 | 0.61% | +1,776+4.6% | 加碼 |
| David Loasby | 39,875 | $457.4 萬 | 0.68% | +55+0.1% | 加碼 |
| Charles Carroll Financial Partners, LLC | 40,625 | $457.5 萬 | 5.98% | +300+0.7% | 加碼 |
| Monticello Wealth Management, LLC | 40,672 | $458.0 萬 | 0.50% | −136−0.3% | 減碼 |
| Asset Dedication, LLC | 41,020 | $459.6 萬 | 0.68% | +1,250+3.1% | 加碼 |
| Ritholtz Wealth Management | 40,838 | $459.9 萬 | 0.29% | +8,712+27.1% | 加碼 |
| Lincoln Capital Corp | 40,846 | $460.0 萬 | 2.97% | +243+0.6% | 加碼 |
| Bristlecone Advisors, LLC | 41,038 | $462.1 萬 | 0.57% | +2,556+6.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 41,093 | $462.7 萬 | 0.20% | −1,464−3.4% | 減碼 |
| Johnson Financial Group, Inc. | 41,308 | $465.2 萬 | 0.33% | +320+0.8% | 加碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 41,320 | $465.3 萬 | 3.16% | 00.0% | 不變 |
| Fluent Financial, LLC | 41,384 | $466.0 萬 | 2.39% | +1,200+3.0% | 加碼 |
| Principal Street Partners, LLC | 41,384 | $466.0 萬 | 1.21% | +8,045+24.1% | 加碼 |
| Bowling Portfolio Management LLC | 41,412 | $466.3 萬 | 1.18% | +5,961+16.8% | 加碼 |
| Arden Trust Co | 41,449 | $466.8 萬 | 1.07% | −2,523−5.7% | 減碼 |
| Van Strum & Towne Inc. | 41,460 | $466.9 萬 | 1.99% | −175−0.4% | 減碼 |
| Laurel Wealth Advisors, Inc. | 41,530 | $467.7 萬 | 0.48% | −634−1.5% | 減碼 |
| Wilson Asset Management (International) Pty Ltd | 41,597 | $468.4 萬 | 1.40% | −19,240−31.6% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 41,622 | $468.7 萬 | 1.82% | +2,001+5.1% | 加碼 |
| Abbot Financial Management, Inc. | 41,683 | $469.4 萬 | 2.84% | +427+1.0% | 加碼 |
| Somerset Trust Co | 41,691 | $469.5 萬 | 2.06% | +391+0.9% | 加碼 |