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 |
|---|---|---|---|---|---|
| Pariax, LLC | 48,981 | $551.6 萬 | 6.09% | +5,510+12.7% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 49,146 | $553.4 萬 | 1.16% | +1,815+3.8% | 加碼 |
| Harrell Investment Partners, LLC | 49,181 | $553.8 萬 | 2.26% | +2,706+5.8% | 加碼 |
| Stony Point Wealth Management Inc. | 49,368 | $555.9 萬 | 3.63% | +1,605+3.4% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 48,814 | $555.9 萬 | 0.23% | +2,768+6.0% | 加碼 |
| Bridge Creek Capital Management LLC | 49,459 | $557.0 萬 | 2.27% | +1,150+2.4% | 加碼 |
| Compton Capital Management Inc | 49,640 | $559.0 萬 | 3.08% | −26,530−34.8% | 減碼 |
| Citizens National Bank Trust Department | 49,663 | $559.3 萬 | 1.61% | +20,760+71.8% | 加碼 |
| Signaturefd, LLC | 49,757 | $560.3 萬 | 0.19% | −972−1.9% | 減碼 |
| McRae Capital Management Inc | 49,766 | $560.4 萬 | 1.52% | +2,264+4.8% | 加碼 |
| Bizma Investimentos Ltda | 50,000 | $563.1 萬 | 4.02% | 00.0% | 不變 |
| Tegean Capital Management, LLC | 50,000 | $563.1 萬 | 0.25% | +50,000 | 新進 |
| Schulhoff & Co Inc | 50,137 | $564.5 萬 | 2.64% | +605+1.2% | 加碼 |
| Aviance Capital Partners, LLC | 50,181 | $565.1 萬 | 1.26% | +1,885+3.9% | 加碼 |
| Roundview Capital LLC | 50,191 | $565.2 萬 | 0.68% | −608−1.2% | 減碼 |
| Pacer Advisors, Inc. | 50,345 | $566.9 萬 | 0.04% | −101,593−66.9% | 減碼 |
| Baldwin Investment Management, LLC | 50,362 | $567.1 萬 | 1.94% | −1,586−3.1% | 減碼 |
| Avitas Wealth Management LLC | 50,378 | $567.3 萬 | 1.24% | +2,636+5.5% | 加碼 |
| Pittenger & Anderson Inc | 50,581 | $569.6 萬 | 0.33% | +1,561+3.2% | 加碼 |
| Sargent Bickham Lagudis LLC | 50,717 | $571.1 萬 | 0.49% | +473+0.9% | 加碼 |
| Martin Capital Partners, LLC | 50,804 | $572.1 萬 | 2.71% | +2,793+5.8% | 加碼 |
| Duality Advisers, LP | 51,003 | $574.3 萬 | 0.57% | +51,003 | 新進 |
| EagleClaw Capital Managment, LLC | 51,004 | $574.4 萬 | 1.56% | −593−1.1% | 減碼 |
| Essex Financial Services, Inc. | 51,024 | $574.6 萬 | 0.64% | −522−1.0% | 減碼 |
| Ami Investment Management Inc | 51,119 | $575.7 萬 | 2.99% | +1,525+3.1% | 加碼 |
| Churchill Management Corp | 51,255 | $577.2 萬 | 0.14% | −589−1.1% | 減碼 |
| Hamel Associates, Inc. | 51,277 | $577.5 萬 | 2.28% | +30+0.1% | 加碼 |
| First Hawaiian Bank | 51,598 | $581.0 萬 | 0.21% | −14,511−22.0% | 減碼 |
| Ascent Wealth Partners, LLC | 51,395 | $581.1 萬 | 1.31% | −573−1.1% | 減碼 |
| First Interstate Bank | 51,597 | $581.1 萬 | 0.44% | +13,636+35.9% | 加碼 |
| Resources Investment Advisors, LLC. | 52,158 | $587.4 萬 | 0.25% | +967+1.9% | 加碼 |
| Walter & Keenan Financial Consulting Co | 52,226 | $588.1 萬 | 2.32% | −112−0.2% | 減碼 |
| Cardinal Capital Management | 52,364 | $589.7 萬 | 1.35% | +800+1.6% | 加碼 |
| Miracle Mile Advisors, LLC | 52,385 | $589.9 萬 | 0.28% | +23,134+79.1% | 加碼 |
| Wright Investors Service Inc | 52,494 | $591.2 萬 | 1.69% | −12,899−19.7% | 減碼 |
| Bangor Savings Bank | 52,617 | $592.5 萬 | 0.64% | +11,118+26.8% | 加碼 |
| Pacific Global Investment Management CO | 52,658 | $593.0 萬 | 1.40% | +1,214+2.4% | 加碼 |
| Ballast Advisors LLC | 52,665 | $593.1 萬 | 2.67% | +821+1.6% | 加碼 |
| Windward Capital Management Co | 52,756 | $594.1 萬 | 0.64% | +315+0.6% | 加碼 |
| Sompo Asset Management Co., Ltd. | 52,880 | $595.4 萬 | 1.51% | −970−1.8% | 減碼 |
| Cadence Bank NA | 52,959 | $596.4 萬 | 1.93% | −1,829−3.3% | 減碼 |
| Redmond Asset Management, LLC | 52,958 | $596.4 萬 | 2.14% | +13,008+32.6% | 加碼 |
| Jump Financial, LLC | 53,025 | $597.2 萬 | 0.26% | +44,609+530.0% | 加碼 |
| Capstone Financial Advisors, Inc. | 53,107 | $598.0 萬 | 0.51% | +310+0.6% | 加碼 |
| Sanders Morris Harris LLC | 52,659 | $598.8 萬 | 1.31% | −4,298−7.5% | 減碼 |
| Lake Street Financial LLC | 53,641 | $604.1 萬 | 1.29% | +767+1.5% | 加碼 |
| Investment Management of Virginia LLC | 53,736 | $605.1 萬 | 1.25% | +460+0.9% | 加碼 |
| Harbor Investment Advisory, LLC | 53,868 | $606.6 萬 | 0.97% | −1,253−2.3% | 減碼 |
| Veriti Management LLC | 54,032 | $608.5 萬 | 0.85% | +4,836+9.8% | 加碼 |
| Radnor Capital Management, LLC | 54,120 | $609.4 萬 | 1.67% | +200+0.4% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 54,165 | $610.0 萬 | 0.52% | +27,452+102.8% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 54,399 | $612.6 萬 | 2.09% | +1,862+3.5% | 加碼 |
| Meritage Portfolio Management | 54,418 | $612.8 萬 | 0.48% | +698+1.3% | 加碼 |
| Rench Wealth Management, Inc. | 54,520 | $614.0 萬 | 3.15% | +1,149+2.2% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 54,602 | $614.9 萬 | 1.65% | −44,470−44.9% | 減碼 |
| RBF Capital, LLC | 46,000 | $615.2 萬 | 0.43% | 00.0% | 不變 |
| Stoneridge Investment Partners LLC | 54,737 | $616.4 萬 | 3.39% | +15,950+41.1% | 加碼 |
| Icon Advisers Inc | 54,940 | $618.7 萬 | 1.43% | 00.0% | 不變 |
| KG&L Capital Management,LLC | 54,981 | $619.1 萬 | 3.34% | +182+0.3% | 加碼 |
| American Trust | 55,149 | $621.1 萬 | 0.50% | +74+0.1% | 加碼 |
| M&R Capital Management Inc | 55,328 | $623.0 萬 | 1.63% | −749−1.3% | 減碼 |
| Wealth Advisory Solutions, LLC | 55,464 | $624.5 萬 | 1.54% | +1,497+2.8% | 加碼 |
| McGinn Investment Management, Inc. | 55,487 | $624.8 萬 | 4.96% | +230.0% | 加碼 |
| Pine Ridge Advisers LLC | 55,500 | $625.0 萬 | 2.03% | 00.0% | 不變 |
| Bray Capital Advisors | 55,525 | $625.3 萬 | 1.87% | +268+0.5% | 加碼 |
| Autus Asset Management, LLC | 55,625 | $626.5 萬 | 1.12% | −267−0.5% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 55,752 | $627.9 萬 | 0.64% | +4,047+7.8% | 加碼 |
| Centiva Capital, LP | 55,778 | $628.1 萬 | 0.36% | +51,610+1,238.2% | 加碼 |
| North Star Asset Management Inc | 55,899 | $629.5 萬 | 0.41% | +2,020+3.7% | 加碼 |
| Stolper Co | 56,205 | $632.9 萬 | 2.97% | +813+1.5% | 加碼 |
| ProVise Management Group, LLC | 56,282 | $633.8 萬 | 0.68% | +28,968+106.1% | 加碼 |
| Lynch & Associates | 56,434 | $635.5 萬 | 1.73% | +1,087+2.0% | 加碼 |
| Dakota Wealth Management | 56,443 | $635.6 萬 | 0.59% | −33,130−37.0% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 56,448 | $635.7 萬 | 0.69% | +1,984+3.6% | 加碼 |
| Cutler Investment Counsel LLC | 56,482 | $636.0 萬 | 1.00% | +302+0.5% | 加碼 |
| Mirador Capital Partners LP | 56,507 | $636.3 萬 | 1.50% | +2,515+4.7% | 加碼 |
| Meiji Yasuda Life Insurance Co | 56,636 | $637.8 萬 | 0.11% | +14,368+34.0% | 加碼 |
| AMG National Trust Bank | 55,843 | $639.4 萬 | 0.24% | −1,772−3.1% | 減碼 |
| Family Capital Trust Co | 57,077 | $642.7 萬 | 2.55% | +730+1.3% | 加碼 |
| Live Oak Private Wealth LLC | 57,258 | $644.8 萬 | 1.36% | +2,746+5.0% | 加碼 |
| Paradiem, LLC | 57,266 | $644.9 萬 | 2.44% | 00.0% | 不變 |
| Apriem Advisors | 57,355 | $645.9 萬 | 1.11% | −2,040−3.4% | 減碼 |
| RPG Investment Advisory, LLC | 57,361 | $645.9 萬 | 1.31% | +15,883+38.3% | 加碼 |
| Boyar Asset Management Inc. | 57,437 | $646.8 萬 | 5.34% | −4,216−6.8% | 減碼 |
| Rocky Mountain Advisers, LLC | 57,491 | $647.4 萬 | 7.98% | +26,004+82.6% | 加碼 |
| McDonald Partners LLC | 57,501 | $647.5 萬 | 1.65% | +2,837+5.2% | 加碼 |
| Terry L. Blaker | 57,580 | $648.4 萬 | 0.64% | +1,194+2.1% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 57,575 | $648.4 萬 | 0.08% | +1,488+2.7% | 加碼 |
| Arrow Financial Corp | 57,652 | $649.3 萬 | 0.89% | −729−1.2% | 減碼 |
| Buckingham Capital Management, Inc. | 57,685 | $649.6 萬 | 1.22% | −12,142−17.4% | 減碼 |
| Cyrus J. Lawrence, LLC | 57,744 | $650.3 萬 | 1.87% | −28,520−33.1% | 減碼 |
| Princeton Global Asset Management LLC | 57,903 | $652.0 萬 | 2.11% | +321+0.6% | 加碼 |
| Channing Capital Management, LLC | 57,995 | $653.1 萬 | 0.21% | +57,995 | 新進 |
| First Western Trust Bank | 56,670 | $653.4 萬 | 0.43% | −3,593−6.0% | 減碼 |
| Western Wealth Management, LLC | 57,772 | $654.0 萬 | 0.38% | −11,198−16.2% | 減碼 |
| Harvey Capital Management Inc | 58,292 | $656.4 萬 | 2.56% | −4,050−6.5% | 減碼 |
| River Wealth Advisors LLC | 58,323 | $656.8 萬 | 1.21% | +2,100+3.7% | 加碼 |
| Bard Financial Services, Inc. | 58,515 | $658.9 萬 | 0.60% | +675+1.2% | 加碼 |
| Stokes Family Office, LLC | 58,630 | $660.2 萬 | 0.90% | +3,562+6.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 58,688 | $660.9 萬 | 0.52% | +2,976+5.3% | 加碼 |