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 5,159 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 | 5,159 | $6,437 億 |
| 2026 年第 1 季 | 5,104 | $5,720 億 |
| 2025 年第 4 季 | 5,155 | $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 |
|---|---|---|---|---|---|
| Cannell Peter B & Co Inc | 107,539 | $1,211 萬 | 0.44% | +21,279+24.7% | 加碼 |
| National Asset Management, Inc. | 107,570 | $1,212 萬 | 0.51% | −9,385−8.0% | 減碼 |
| HBK Sorce Advisory LLC | 107,605 | $1,212 萬 | 0.89% | −118,596−52.4% | 減碼 |
| Trexquant Investment LP | 107,740 | $1,213 萬 | 0.54% | −67,495−38.5% | 減碼 |
| Anderson Hoagland & Co | 105,815 | $1,214 萬 | 1.82% | −60.0% | 減碼 |
| Dearborn Partners LLC | 107,925 | $1,215 萬 | 0.51% | −190.0% | 減碼 |
| Gluskin Sheff & Assoc Inc | 108,467 | $1,221 萬 | 0.67% | −4,503−4.0% | 減碼 |
| Pictet North America Advisors SA | 108,477 | $1,222 萬 | 1.62% | +100.0% | 加碼 |
| Ashburton (Jersey) Ltd | 108,772 | $1,225 萬 | 6.01% | −1,260−1.1% | 減碼 |
| Adell Harriman & Carpenter Inc | 108,929 | $1,227 萬 | 1.50% | +4,457+4.3% | 加碼 |
| CSM Advisors, LLC | 109,220 | $1,230 萬 | 1.14% | +1,310+1.2% | 加碼 |
| Grassi Investment Management | 109,456 | $1,233 萬 | 1.64% | −847−0.8% | 減碼 |
| Waverton Investment Management Ltd | 109,787 | $1,236 萬 | 0.48% | +8,839+8.8% | 加碼 |
| Texas Yale Capital Corp. | 109,861 | $1,237 萬 | 0.80% | +7,420+7.2% | 加碼 |
| Fiduciary Group LLC | 103,471 | $1,243 萬 | 1.55% | +1,515+1.5% | 加碼 |
| Thompson Siegel & Walmsley LLC | 110,515 | $1,245 萬 | 0.20% | −12,681−10.3% | 減碼 |
| Meridian Wealth Management, LLC | 110,851 | $1,248 萬 | 1.02% | +6,439+6.2% | 加碼 |
| Ally Financial Inc. | 111,000 | $1,250 萬 | 1.70% | 00.0% | 不變 |
| United Services Automobile Association | 111,221 | $1,253 萬 | 0.33% | +111,221 | 新進 |
| MainStreet Investment Advisors LLC | 111,429 | $1,255 萬 | 1.44% | −540.0% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 111,771 | $1,259 萬 | 3.03% | 00.0% | 不變 |
| Baltimore-Washington Financial Advisors, Inc. | 112,107 | $1,262 萬 | 1.35% | +8,682+8.4% | 加碼 |
| Prospera Financial Services Inc | 112,413 | $1,267 萬 | 0.65% | +11,585+11.5% | 加碼 |
| Drexel Morgan & Co. | 112,850 | $1,271 萬 | 3.49% | +244+0.2% | 加碼 |
| Addenda Capital Inc. | 113,397 | $1,277 萬 | 0.61% | −788−0.7% | 減碼 |
| Overbrook Management Corp | 113,697 | $1,280 萬 | 3.70% | −2,064−1.8% | 減碼 |
| Webster Bank, N. A. | 114,068 | $1,285 萬 | 1.75% | −2,187−1.9% | 減碼 |
| Curi Capital | 114,368 | $1,288 萬 | 2.49% | +2,012+1.8% | 加碼 |
| United Asset Strategies, Inc. | 114,659 | $1,291 萬 | 1.88% | −17,779−13.4% | 減碼 |
| Kingsview Wealth Management, LLC | 114,902 | $1,294 萬 | 0.62% | +10,479+10.0% | 加碼 |
| NewEdge Wealth, LLC | 115,539 | $1,301 萬 | 0.59% | +14,459+14.3% | 加碼 |
| Guardian Capital Advisors LP | 120,507 | $1,302 萬 | 1.49% | +9,143+8.2% | 加碼 |
| Perfromance Wealth Partners, LLC | 117,246 | $1,320 萬 | 0.74% | −1,866−1.6% | 減碼 |
| Shell Asset Management Co | 117,802 | $1,327 萬 | 0.39% | +1,399+1.2% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 118,152 | $1,331 萬 | 2.32% | +2,515+2.2% | 加碼 |
| KMG Fiduciary Partners, LLC | 118,228 | $1,331 萬 | 2.48% | +4,247+3.7% | 加碼 |
| Valeo Financial Advisors, LLC | 142,728 | $1,334 萬 | 0.84% | −257−0.2% | 減碼 |
| Miramar Capital, LLC | 118,680 | $1,337 萬 | 3.78% | +34,080+40.3% | 加碼 |
| Great Valley Advisor Group, Inc. | 119,302 | $1,344 萬 | 0.74% | +49,891+71.9% | 加碼 |
| Birch Hill Investment Advisors LLC | 119,376 | $1,344 萬 | 0.84% | +92+0.1% | 加碼 |
| Amica Mutual Insurance Co | 119,913 | $1,350 萬 | 1.71% | +10,000+9.1% | 加碼 |
| Financial Partners Capital Management LLC | 120,341 | $1,355 萬 | 2.91% | +800+0.7% | 加碼 |
| Sarasin & Partners LLP | 121,244 | $1,365 萬 | 0.17% | −836,403−87.3% | 減碼 |
| Advisor Partners LLC | 121,506 | $1,368 萬 | 0.96% | +589+0.5% | 加碼 |
| Martingale Asset Management L P | 122,257 | $1,377 萬 | 0.25% | −86,272−41.4% | 減碼 |
| Cabot Wealth Management Inc | 122,520 | $1,380 萬 | 2.19% | −432−0.4% | 減碼 |
| Rempart Asset Management Inc. | 122,519 | $1,380 萬 | 3.23% | +2,520+2.1% | 加碼 |
| Bailard, Inc. | 123,121 | $1,386 萬 | 0.55% | −22,606−15.5% | 減碼 |
| Alley Investment Management Company, LLC | 123,471 | $1,390 萬 | 2.62% | +351+0.3% | 加碼 |
| Culbertson A N & Co Inc | 123,541 | $1,391 萬 | 3.02% | −560.0% | 減碼 |
| Motco | 124,005 | $1,396 萬 | 1.05% | +5,313+4.5% | 加碼 |
| Tufton Capital Management | 124,143 | $1,398 萬 | 2.61% | +857+0.7% | 加碼 |
| James Investment Research Inc | 124,148 | $1,398 萬 | 1.87% | −250−0.2% | 減碼 |
| Regentatlantic Capital LLC | 124,620 | $1,403 萬 | 0.46% | +490+0.4% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 124,700 | $1,404 萬 | 0.67% | 00.0% | 不變 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 124,926 | $1,407 萬 | 8.54% | +905+0.7% | 加碼 |
| Stillwater Capital Advisors, LLC | 125,104 | $1,409 萬 | 2.62% | +3,382+2.8% | 加碼 |
| Steel Peak Wealth Management LLC | 125,472 | $1,413 萬 | 1.02% | +82,342+190.9% | 加碼 |
| Forbes J M & Co LLP | 125,640 | $1,415 萬 | 2.08% | −226−0.2% | 減碼 |
| JustInvest LLC | 125,907 | $1,418 萬 | 0.66% | +23,729+23.2% | 加碼 |
| Bourgeon Capital Management LLC | 126,065 | $1,420 萬 | 3.75% | +4,756+3.9% | 加碼 |
| Middleton & Co Inc | 126,520 | $1,425 萬 | 1.83% | −1,260−1.0% | 減碼 |
| Linscomb & Williams, Inc. | 126,587 | $1,426 萬 | 0.82% | +6,911+5.8% | 加碼 |
| Equitable Holdings, Inc. | 126,987 | $1,430 萬 | 0.27% | +11,390+9.9% | 加碼 |
| Atlantic Union Bankshares Corp | 127,390 | $1,435 萬 | 1.47% | −648−0.5% | 減碼 |
| Banque Cantonale Vaudoise | 128,299 | $1,445 萬 | 0.75% | −8,740−6.4% | 減碼 |
| Kanawha Capital Management LLC | 129,115 | $1,454 萬 | 1.48% | +350.0% | 加碼 |
| First American Bank | 129,646 | $1,460 萬 | 1.49% | −5,109−3.8% | 減碼 |
| Hosking Partners LLP | 129,892 | $1,463 萬 | 0.58% | −25,386−16.3% | 減碼 |
| Kestra Private Wealth Services, LLC | 129,929 | $1,463 萬 | 0.83% | +17,284+15.3% | 加碼 |
| Hantz Financial Services, Inc. | 130,320 | $1,468 萬 | 0.50% | +8,473+7.0% | 加碼 |
| Unigestion Holding SA | 130,707 | $1,472 萬 | 0.82% | −169,228−56.4% | 減碼 |
| Albion Financial Group | 131,110 | $1,476 萬 | 1.46% | +3,580+2.8% | 加碼 |
| Callahan Advisors, LLC | 131,195 | $1,477 萬 | 1.97% | +2,201+1.7% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 131,201 | $1,478 萬 | 0.33% | +1,211+0.9% | 加碼 |
| Moors & Cabot, Inc. | 131,279 | $1,478 萬 | 1.06% | −1,196−0.9% | 減碼 |
| Bank of the West | 131,608 | $1,482 萬 | 1.88% | −1,305−1.0% | 減碼 |
| Rbo & Co LLC | 131,690 | $1,483 萬 | 2.72% | +11,068+9.2% | 加碼 |
| First Long Island Investors, LLC | 131,933 | $1,486 萬 | 1.54% | +14,551+12.4% | 加碼 |
| Noesis Capital Mangement Corp | 132,173 | $1,488 萬 | 4.42% | −4,240−3.1% | 減碼 |
| Stonebridge Capital Advisors LLC | 133,426 | $1,503 萬 | 1.82% | +6,253+4.9% | 加碼 |
| Davis-Rea Ltd. | 133,516 | $1,504 萬 | 4.48% | +125,591+1,584.7% | 加碼 |
| Hi-Line Capital Management, LLC | 134,039 | $1,510 萬 | 5.74% | +3,598+2.8% | 加碼 |
| Fukoku Mutual Life Insurance Co | 134,100 | $1,510 萬 | 1.28% | −400−0.3% | 減碼 |
| Evergreen Capital Management LLC | 134,386 | $1,513 萬 | 0.79% | +9,920+8.0% | 加碼 |
| Osborne Partners Capital Management, LLC | 135,311 | $1,524 萬 | 1.17% | +9,553+7.6% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 135,392 | $1,525 萬 | 1.33% | −10,300−7.1% | 減碼 |
| Allstate Corp | 136,092 | $1,533 萬 | 0.47% | +44,156+48.0% | 加碼 |
| Courant Investment Management LLC | 136,592 | $1,538 萬 | 14.69% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 136,843 | $1,541 萬 | 0.23% | +4,594+3.5% | 加碼 |
| Maryland Capital Management | 137,270 | $1,546 萬 | 1.22% | −851−0.6% | 減碼 |
| Cypress Capital Management LLC | 137,274 | $1,546 萬 | 2.30% | −578−0.4% | 減碼 |
| Adviser Investments LLC | 137,541 | $1,549 萬 | 1.05% | +45,593+49.6% | 加碼 |
| Cresset Asset Management, LLC | 140,225 | $1,552 萬 | 0.19% | +437+0.3% | 加碼 |
| Jones Financial Companies LLLP | 137,891 | $1,553 萬 | 0.03% | +4,781+3.6% | 加碼 |
| Aptus Capital Advisors, LLC | 138,015 | $1,554 萬 | 0.52% | +8,829+6.8% | 加碼 |
| Eisler Capital (UK) Ltd. | 138,669 | $1,562 萬 | 1.64% | +14,716+11.9% | 加碼 |
| Bollard Group LLC | 139,309 | $1,569 萬 | 0.64% | +1,066+0.8% | 加碼 |
| BLB&B Advisors, LLC | 140,245 | $1,579 萬 | 1.25% | +3,024+2.2% | 加碼 |
| Patten & Patten Inc | 140,576 | $1,583 萬 | 1.39% | −2,176−1.5% | 減碼 |