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 |
|---|---|---|---|---|---|
| Ropes Wealth Advisors LLC | 58,718 | $661.2 萬 | 1.36% | +216+0.4% | 加碼 |
| Sowell Financial Services LLC | 58,721 | $661.3 萬 | 0.61% | +45,081+330.5% | 加碼 |
| Power Corp of Canada | 58,785 | $662.0 萬 | 1.34% | +1,493+2.6% | 加碼 |
| Gifford Fong Associates | 58,800 | $662.1 萬 | 1.54% | 00.0% | 不變 |
| Carmel Capital Management L.L.C. | 58,818 | $662.3 萬 | 4.10% | +1,750+3.1% | 加碼 |
| Naples Global Advisors, LLC | 58,938 | $663.7 萬 | 0.86% | +3,819+6.9% | 加碼 |
| BKD Wealth Advisors, LLC | 58,971 | $664.1 萬 | 0.27% | +8,329+16.4% | 加碼 |
| Thoroughbred Financial Services, LLC | 59,128 | $665.8 萬 | 1.23% | +767+1.3% | 加碼 |
| Independent Investors Inc | 59,149 | $666.1 萬 | 1.80% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 59,194 | $666.6 萬 | 2.17% | +4,569+8.4% | 加碼 |
| Bank of Hawaii | 59,318 | $668.0 萬 | 0.43% | −193−0.3% | 減碼 |
| Hartford Financial Management Inc. | 59,343 | $668.3 萬 | 1.85% | −99−0.2% | 減碼 |
| Profund Advisors LLC | 59,378 | $668.7 萬 | 0.42% | −22,855−27.8% | 減碼 |
| Foster & Motley Inc | 59,631 | $671.5 萬 | 0.59% | −4,054−6.4% | 減碼 |
| Fulcrum Capital LLC | 59,669 | $671.9 萬 | 2.11% | +3,330+5.9% | 加碼 |
| Security Asset Management | 59,729 | $672.6 萬 | 3.69% | −15,422−20.5% | 減碼 |
| Fundamentun, LLC | 59,741 | $672.8 萬 | 1.27% | +1,981+3.4% | 加碼 |
| Constitution Capital LLC | 59,833 | $673.8 萬 | 4.32% | −13,950−18.9% | 減碼 |
| Nwi Management LP | 60,000 | $675.7 萬 | 1.43% | 00.0% | 不變 |
| Bright Rock Capital Management, LLC | 60,000 | $675.7 萬 | 1.82% | 00.0% | 不變 |
| Assetmark, Inc | 60,017 | $675.9 萬 | 0.03% | +22,015+57.9% | 加碼 |
| Perennial Advisors, LLC | 60,135 | $677.2 萬 | 2.11% | +1,010+1.7% | 加碼 |
| Banco BTG Pactual S.A. | 60,189 | $677.8 萬 | 4.40% | +189+0.3% | 加碼 |
| Allworth Financial LP | 60,361 | $679.7 萬 | 0.09% | +6,366+11.8% | 加碼 |
| Inlet Private Wealth, LLC | 60,457 | $680.8 萬 | 1.94% | +190.0% | 加碼 |
| Mengis Capital Management, Inc. | 60,468 | $680.9 萬 | 1.50% | −70.0% | 減碼 |
| Apollon Wealth Management, LLC | 60,804 | $684.7 萬 | 0.57% | +1,740+2.9% | 加碼 |
| Royal Fund Management, LLC | 60,969 | $686.5 萬 | 1.15% | +4,066+7.1% | 加碼 |
| Camden National Bank | 61,016 | $687.1 萬 | 1.42% | +1,180+2.0% | 加碼 |
| Gyroscope Capital Management Group, LLC | 61,079 | $687.8 萬 | 2.38% | +11,835+24.0% | 加碼 |
| Taylor Wealth Management Partners | 61,144 | $688.5 萬 | 3.91% | −4,055−6.2% | 減碼 |
| Spire Wealth Management | 61,179 | $688.9 萬 | 0.28% | −25,323−29.3% | 減碼 |
| Clear Harbor Asset Management, LLC | 61,275 | $690.0 萬 | 0.92% | +1,646+2.8% | 加碼 |
| Venator Management LLC | 61,298 | $690.3 萬 | 2.85% | −1,613−2.6% | 減碼 |
| Dynamic Advisor Solutions LLC | 61,412 | $691.6 萬 | 0.53% | −6,856−10.0% | 減碼 |
| Edgar Lomax Co | 61,450 | $692.0 萬 | 0.43% | +1,675+2.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 61,488 | $692.4 萬 | 0.43% | −604−1.0% | 減碼 |
| Level Four Advisory Services, LLC | 61,534 | $692.9 萬 | 0.65% | +1,408+2.3% | 加碼 |
| Empirical Finance, LLC | 61,575 | $693.4 萬 | 0.88% | +3,264+5.6% | 加碼 |
| Laurel Wealth Advisors LLC | 61,605 | $693.7 萬 | 1.71% | +3,652+6.3% | 加碼 |
| One Capital Management, LLC | 61,886 | $696.8 萬 | 0.41% | +3,802+6.5% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 61,953 | $697.7 萬 | 0.04% | +54,800+766.1% | 加碼 |
| Sigma Investment Counselors Inc | 61,966 | $697.8 萬 | 0.57% | +179+0.3% | 加碼 |
| Goelzer Investment Management, Inc. | 62,032 | $698.5 萬 | 0.67% | −9,975−13.9% | 減碼 |
| Buckingham Strategic Wealth, LLC | 62,026 | $698.5 萬 | 0.14% | +4,826+8.4% | 加碼 |
| Moody National Bank Trust Division | 62,077 | $699.1 萬 | 0.74% | −2,255−3.5% | 減碼 |
| Savant Capital, LLC | 62,122 | $699.6 萬 | 0.21% | +2,420+4.1% | 加碼 |
| Wells Trecaso Financial Group, LLC | 62,227 | $700.8 萬 | 3.63% | +316+0.5% | 加碼 |
| Old Second National Bank of Aurora | 62,815 | $707.3 萬 | 1.97% | −276−0.4% | 減碼 |
| Bridgecreek Investment Management, LLC | 62,825 | $707.5 萬 | 1.47% | +215+0.3% | 加碼 |
| FourThought Financial, LLC | 62,925 | $708.6 萬 | 1.04% | +38,746+160.2% | 加碼 |
| Pioneer Trust Bank N A | 62,999 | $709.4 萬 | 2.30% | −1,529−2.4% | 減碼 |
| Chicago Capital, LLC | 63,008 | $709.5 萬 | 0.39% | +65+0.1% | 加碼 |
| Farmers National Bank | 63,137 | $711.0 萬 | 2.70% | +1,909+3.1% | 加碼 |
| Altium Wealth Management LLC | 63,341 | $713.3 萬 | 0.51% | +1,190+1.9% | 加碼 |
| Hills Bank & Trust Co | 63,358 | $713.5 萬 | 1.16% | −204−0.3% | 減碼 |
| Paloma Partners Management Co | 63,426 | $714.3 萬 | 0.71% | +58,531+1,195.7% | 加碼 |
| Merit Financial Group, LLC | 63,525 | $715.4 萬 | 0.23% | +36,287+133.2% | 加碼 |
| Allied Investment Advisors, LLC | 63,887 | $719.4 萬 | 2.58% | +3,744+6.2% | 加碼 |
| Fagan Associates, Inc. | 63,891 | $719.5 萬 | 1.92% | +593+0.9% | 加碼 |
| Quantitative Investment Management, LLC | 63,943 | $720.0 萬 | 1.10% | +63,943 | 新進 |
| Plimoth Trust Co LLC | 63,991 | $720.7 萬 | 2.27% | −789−1.2% | 減碼 |
| Baldwin Brothers Inc | 64,049 | $721.3 萬 | 0.94% | +4,839+8.2% | 加碼 |
| Dorchester Wealth Management Co | 64,073 | $721.5 萬 | 1.44% | +7,122+12.5% | 加碼 |
| Graypoint LLC | 64,173 | $722.7 萬 | 0.93% | −1,625−2.5% | 減碼 |
| Schnieders Capital Management LLC | 64,224 | $723.2 萬 | 2.16% | −3,132−4.6% | 減碼 |
| Sumitomo Life Insurance Co | 64,236 | $723.4 萬 | 0.20% | +1,207+1.9% | 加碼 |
| Hoertkorn Richard Charles | 64,748 | $729.1 萬 | 4.01% | −1,633−2.5% | 減碼 |
| Oak Harvest Investment Services | 64,760 | $729.3 萬 | 1.97% | +2,931+4.7% | 加碼 |
| Sara-Bay Financial | 64,815 | $730.5 萬 | 3.67% | −327−0.5% | 減碼 |
| Altrafin AG | 65,238 | $734.6 萬 | 3.96% | +7,782+13.5% | 加碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 65,837 | $735.1 萬 | 1.61% | −17,313−20.8% | 減碼 |
| Xcel Wealth Management, LLC | 65,283 | $735.2 萬 | 2.68% | +1,345+2.1% | 加碼 |
| Cypress Asset Management Inc | 65,299 | $735.3 萬 | 2.63% | −1,030−1.6% | 減碼 |
| IMC-Chicago, LLC | 65,332 | $735.7 萬 | 0.71% | +39,644+154.3% | 加碼 |
| Mount Yale Investment Advisors, LLC | 65,346 | $735.9 萬 | 0.93% | +8,371+14.7% | 加碼 |
| FORA Capital, LLC | 65,455 | $737.1 萬 | 1.47% | +65,455 | 新進 |
| Parallel Advisors, LLC | 65,549 | $738.1 萬 | 0.34% | +4,942+8.2% | 加碼 |
| Woodstock Corp | 65,819 | $741.2 萬 | 1.03% | +819+1.3% | 加碼 |
| Spearhead Capital Advisors, LLC | 66,554 | $749.5 萬 | 1.12% | +2,193+3.4% | 加碼 |
| Mark Stevens | 66,762 | $751.8 萬 | 0.97% | −1,094−1.6% | 減碼 |
| Barbara Oil Co. | 67,000 | $754.5 萬 | 3.91% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 67,123 | $755.9 萬 | 0.71% | −3,944−5.5% | 減碼 |
| Heritage Trust Co | 67,445 | $759.5 萬 | 1.24% | −1,127−1.6% | 減碼 |
| Ar Asset Management Inc | 67,531 | $760.5 萬 | 2.15% | 00.0% | 不變 |
| German American Bancorp, Inc. | 67,926 | $764.9 萬 | 1.29% | −11,227−14.2% | 減碼 |
| Buffington Mohr McNeal | 67,983 | $765.6 萬 | 1.68% | −1,473−2.1% | 減碼 |
| Boston Family Office LLC | 67,996 | $765.7 萬 | 0.64% | +4,263+6.7% | 加碼 |
| JGP Wealth Management, LLC | 68,461 | $766.0 萬 | 1.55% | +3,246+5.0% | 加碼 |
| Pettyjohn, Wood & White, Inc | 68,113 | $767.0 萬 | 1.81% | +3,046+4.7% | 加碼 |
| Perigon Wealth Management, LLC | 68,263 | $768.7 萬 | 0.64% | +1,482+2.2% | 加碼 |
| Greenwood Capital Associates LLC | 68,464 | $771.0 萬 | 1.23% | +67,897+11,974.8% | 加碼 |
| Vestcor Inc | 68,719 | $773.8 萬 | 0.29% | +12,869+23.0% | 加碼 |
| D L Carlson Investment Group Inc | 68,881 | $775.7 萬 | 1.64% | −1,117−1.6% | 減碼 |
| Coldstream Capital Management Inc | 68,990 | $776.9 萬 | 0.30% | +8,015+13.1% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 69,206 | $779.3 萬 | 1.19% | −120−0.2% | 減碼 |
| Spinnaker Trust | 69,297 | $780.4 萬 | 0.60% | +2,526+3.8% | 加碼 |
| Holowesko Partners Ltd. | 69,300 | $780.4 萬 | 4.27% | +57,300+477.5% | 加碼 |
| WoodTrust Financial Corp | 69,458 | $782.1 萬 | 1.76% | +3,441+5.2% | 加碼 |
| Frontier Wealth Management LLC | 69,689 | $784.8 萬 | 0.57% | +6,574+10.4% | 加碼 |