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 5,156 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
- 3,428
- 較 2022 年第 1 季 −38 家
- 持有股數
- 20.4 億
- 較 2022 年第 1 季 +563.4 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 1,782 家加碼
- 清倉機構
- 177
- 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 | 5,156 | $6,437 億 |
| 2026 年第 1 季 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $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 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| CFS Investment Advisory Services, LLC | 1,963 | $22.1 萬 | 0.03% | −396,091−99.5% | 減碼 |
| Hoey Investments, Inc | 1,975 | $22.2 萬 | 0.10% | −49,544−96.2% | 減碼 |
| Adams Wealth Management | 1,969 | $22.2 萬 | 0.08% | +91+4.8% | 加碼 |
| Ridgewood Investments LLC | 1,971 | $22.2 萬 | 0.17% | +1,971 | 新進 |
| MPS Loria Financial Planners, LLC | 1,982 | $22.3 萬 | 0.10% | 00.0% | 不變 |
| Covestor Ltd | 1,987 | $22.4 萬 | 0.18% | −559−22.0% | 減碼 |
| Cassia Capital Partners, LLC | 1,990 | $22.4 萬 | 0.22% | +105+5.6% | 加碼 |
| Fortis Advisors, LLC | 2,000 | $22.5 萬 | 0.15% | −847−29.8% | 減碼 |
| Chickasaw Capital Management LLC | 2,000 | $22.5 萬 | 0.01% | 00.0% | 不變 |
| Knuff & Co LLC | 2,002 | $22.5 萬 | 0.10% | 00.0% | 不變 |
| Tanager Wealth Management LLP | 2,000 | $22.5 萬 | 0.19% | 00.0% | 不變 |
| Asset Management Resources, LLC | 1,999 | $22.5 萬 | 0.19% | +39+2.0% | 加碼 |
| EJF Capital LLC | 2,000 | $22.5 萬 | 0.04% | +2,000 | 新進 |
| Von Berge Wealth Management Group, LLC | 2,020 | $22.6 萬 | 0.23% | −500−19.8% | 減碼 |
| Kinloch Capital, LLC | 2,007 | $22.6 萬 | 0.15% | −5−0.2% | 減碼 |
| Jackson Thornton Asset Management, LLC | 2,005 | $22.6 萬 | 0.06% | +2,005 | 新進 |
| Prostatis Group LLC | 2,015 | $22.7 萬 | 0.35% | −8,999−81.7% | 減碼 |
| Mezzasalma Advisors, LLC | 2,020 | $22.7 萬 | 0.19% | 00.0% | 不變 |
| Exeter Financial, LLC | 2,028 | $22.8 萬 | 0.13% | 00.0% | 不變 |
| Curtis Advisory Group, LLC | 2,029 | $22.8 萬 | 0.09% | +29+1.5% | 加碼 |
| XR Securities LLC | 2,025 | $22.8 萬 | 0.11% | +2,025 | 新進 |
| Arcadia Investment Management Corp | 2,035 | $22.9 萬 | 0.05% | −615−23.2% | 減碼 |
| Seelaus Asset Management LLC | 2,063 | $23.2 萬 | 0.17% | −3,055−59.7% | 減碼 |
| Crown Wealth Group, LLC | 2,062 | $23.2 萬 | 0.21% | −300−12.7% | 減碼 |
| Perkins Coie Trust Co | 2,059 | $23.2 萬 | 0.08% | −20−1.0% | 減碼 |
| Rice Hall James & Associates, LLC | 2,058 | $23.2 萬 | 0.01% | 00.0% | 不變 |
| Market Street Wealth Management Advisors LLC | 2,068 | $23.3 萬 | 0.07% | −207−9.1% | 減碼 |
| Conestoga Capital Advisors, LLC | 2,066 | $23.3 萬 | 0.00% | 00.0% | 不變 |
| D'Orazio & Associates, Inc. | 2,071 | $23.3 萬 | 0.06% | +465+29.0% | 加碼 |
| American Planning Services, Inc. | 2,085 | $23.4 萬 | 0.26% | +250+13.6% | 加碼 |
| Raymond James Trust Co. of NH | 2,088 | $23.5 萬 | 1.94% | −8−0.4% | 減碼 |
| G2 Capital Management, LLC | 2,090 | $23.5 萬 | 0.11% | 00.0% | 不變 |
| Fca Corp | 2,100 | $23.6 萬 | 0.09% | 00.0% | 不變 |
| America First Investment Advisors, LLC | 2,100 | $23.6 萬 | 0.08% | 00.0% | 不變 |
| Compton Financial Group, LLC | 2,098 | $23.6 萬 | 0.11% | 00.0% | 不變 |
| Arcus Capital Partners, LLC | 2,096 | $23.6 萬 | 0.10% | +276+15.2% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 2,094 | $23.6 萬 | 0.12% | +2,094 | 新進 |
| Sepio Capital, LP | 2,101 | $23.7 萬 | 0.02% | +2,101 | 新進 |
| Goepper Burkhardt LLC | 2,120 | $23.9 萬 | 0.17% | +200+10.4% | 加碼 |
| Wallace Capital Management Inc. | 2,062 | $23.9 萬 | 0.04% | 00.0% | 不變 |
| Sym Financial Corp | 2,133 | $24.0 萬 | 0.11% | −248−10.4% | 減碼 |
| Security National Bank of Sioux City Iowa | 2,132 | $24.0 萬 | 0.20% | 00.0% | 不變 |
| Rise Advisors, LLC | 2,131 | $24.0 萬 | 0.24% | +190+9.8% | 加碼 |
| Advocate Group LLC | 2,134 | $24.0 萬 | 0.06% | +2,134 | 新進 |
| WealthTrust Asset Management, LLC | 2,139 | $24.1 萬 | 0.23% | −13,693−86.5% | 減碼 |
| Websterrogers Financial Advisors, LLC | 2,143 | $24.1 萬 | 0.12% | −53−2.4% | 減碼 |
| Motive Wealth Advisors | 2,139 | $24.1 萬 | 0.19% | −2−0.1% | 減碼 |
| NovaPoint Capital, LLC | 2,146 | $24.2 萬 | 0.11% | −260−10.8% | 減碼 |
| Level Financial Advisors, Inc. | 2,155 | $24.3 萬 | 0.18% | +500+30.2% | 加碼 |
| Paragon Wealth Strategies, LLC | 2,170 | $24.4 萬 | 0.27% | −406−15.8% | 減碼 |
| Coyle Financial Counsel LLC | 2,176 | $24.5 萬 | 0.13% | −9−0.4% | 減碼 |
| PRW Wealth Management LLC | 2,181 | $24.5 萬 | 0.14% | +550+33.7% | 加碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 2,181 | $24.6 萬 | 0.22% | 00.0% | 不變 |
| Financial Advisors Network, Inc. | 2,194 | $24.7 萬 | 0.07% | −20−0.9% | 減碼 |
| Jackson Square Capital, LLC | 2,200 | $24.8 萬 | 0.10% | −12,223−84.7% | 減碼 |
| Planned Solutions, Inc. | 2,202 | $24.8 萬 | 0.24% | +144+7.0% | 加碼 |
| Beirne Wealth Consulting Services, LLC | 2,209 | $24.9 萬 | 0.16% | −310−12.3% | 減碼 |
| Jacobs & Co | 2,219 | $24.9 萬 | 0.03% | −31−1.4% | 減碼 |
| Somerville Kurt F | 2,216 | $24.9 萬 | 0.05% | +500+29.1% | 加碼 |
| Encompass Wealth Advisors, LLC | 2,219 | $25.0 萬 | 0.09% | −356−13.8% | 減碼 |
| Petrus Trust Company, LTA | 2,222 | $25.0 萬 | 0.04% | +2,222 | 新進 |
| Drake & Associates, LLC | 2,224 | $25.0 萬 | 0.14% | +2,224 | 新進 |
| Deltec Asset Management LLC | 2,225 | $25.1 萬 | 0.06% | 00.0% | 不變 |
| Gouws Capital LLC | 2,225 | $25.1 萬 | 0.24% | 00.0% | 不變 |
| SP Asset Management | 2,239 | $25.2 萬 | 0.03% | −116−4.9% | 減碼 |
| Campbell Wealth Management | 2,234 | $25.2 萬 | 0.04% | −75−3.2% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 2,240 | $25.2 萬 | 0.08% | +13+0.6% | 加碼 |
| Vista Private Wealth Partners. LLC | 2,236 | $25.3 萬 | 0.12% | +44+2.0% | 加碼 |
| Mirabella Financial Services LLP | 2,244 | $25.3 萬 | 0.02% | +2,244 | 新進 |
| Inspire Advisors, LLC | 2,252 | $25.4 萬 | 0.07% | +460+25.7% | 加碼 |
| CM Wealth Advisors LLC | 2,257 | $25.4 萬 | 0.16% | +2,257 | 新進 |
| Raffa Wealth Management, LLC | 2,261 | $25.5 萬 | 0.12% | −288−11.3% | 減碼 |
| Clay Northam Wealth Management, LLC | 2,261 | $25.5 萬 | 0.32% | −325−12.6% | 減碼 |
| TNF LLC | 2,234 | $25.6 萬 | 0.12% | −728−24.6% | 減碼 |
| Smith Shellnut Wilson LLC | 2,273 | $25.6 萬 | 0.16% | 00.0% | 不變 |
| Affinia Financial Group, LLC | 2,240 | $25.6 萬 | 0.22% | +7+0.3% | 加碼 |
| Wealth Quarterback LLC | 2,273 | $25.6 萬 | 0.20% | +2,273 | 新進 |
| Bernardo Wealth Planning LLC | 2,288 | $25.7 萬 | 0.15% | +260+12.8% | 加碼 |
| S. R. Schill & Associates | 2,295 | $25.8 萬 | 0.13% | +29+1.3% | 加碼 |
| Axim Planning & Wealth | 2,288 | $25.8 萬 | 0.20% | +2,288 | 新進 |
| Pinnacle Financial Group, LLC | 2,298 | $25.9 萬 | 0.22% | −320−12.2% | 減碼 |
| Trevian Wealth Management LLC | 2,303 | $25.9 萬 | 0.28% | 00.0% | 不變 |
| Forefront Wealth Management Inc. | 2,298 | $25.9 萬 | 0.35% | +10.0% | 加碼 |
| Northern Capital Management, Inc. | 2,313 | $26.0 萬 | 0.25% | 00.0% | 不變 |
| Tectonic Advisors LLC | 2,307 | $26.0 萬 | 0.05% | +383+19.9% | 加碼 |
| West Coast Financial LLC | 2,319 | $26.1 萬 | 0.05% | −1,050−31.2% | 減碼 |
| Intrepid Capital Management Inc | 2,318 | $26.1 萬 | 0.21% | 00.0% | 不變 |
| ICW Investment Advisors LLC | 2,318 | $26.1 萬 | 0.17% | +2+0.1% | 加碼 |
| Tacita Capital Inc | 2,320 | $26.1 萬 | 0.18% | 00.0% | 不變 |
| S.C. Financial Services, Inc. | 2,320 | $26.1 萬 | 0.40% | +565+32.2% | 加碼 |
| Summit Wealth Group, LLC | 2,323 | $26.2 萬 | 0.31% | −69−2.9% | 減碼 |
| WMG Financial Advisors, LLC | 2,323 | $26.4 萬 | 0.23% | −245−9.5% | 減碼 |
| Isthmus Partners, LLC | 2,349 | $26.5 萬 | 0.05% | 00.0% | 不變 |
| Bickling Financial Services, Inc. | 2,349 | $26.5 萬 | 0.17% | +17+0.7% | 加碼 |
| Redwood Investment Management, LLC | 2,351 | $26.5 萬 | 0.04% | +334+16.6% | 加碼 |
| Legacy Financial Strategies, LLC | 2,354 | $26.5 萬 | 0.13% | +391+19.9% | 加碼 |
| Wealthgate Family Office, LLC | 2,360 | $26.6 萬 | 0.66% | +2,360 | 新進 |
| Bridgeworth, LLC | 2,384 | $26.8 萬 | 0.06% | +66+2.8% | 加碼 |
| One Wealth Advisors, LLC | 2,392 | $26.9 萬 | 0.07% | −38−1.6% | 減碼 |
| Clarkston Capital Partners, LLC | 2,391 | $26.9 萬 | 0.00% | +2,391 | 新進 |