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 |
|---|---|---|---|---|---|
| First Pacific Advisors, LP | 2,400 | $27.0 萬 | 0.00% | +2,400 | 新進 |
| Fermata Advisors, LLC | 2,405 | $27.1 萬 | 0.09% | −1,059−30.6% | 減碼 |
| Pure Financial Advisors, Inc. | 2,404 | $27.1 萬 | 0.02% | −344−12.5% | 減碼 |
| Curran Financial Partners, LLC | 2,404 | $27.1 萬 | 0.13% | +11+0.5% | 加碼 |
| PFG Private Wealth Management, LLC | 2,410 | $27.1 萬 | 0.15% | +1,456+152.6% | 加碼 |
| Capital Counsel LLC | 2,414 | $27.2 萬 | 0.02% | −221−8.4% | 減碼 |
| Marathon Trading Investment Management LLC | 2,411 | $27.2 萬 | 0.15% | −189−7.3% | 減碼 |
| Wealthstream Advisors, Inc. | 2,419 | $27.2 萬 | 0.27% | +124+5.4% | 加碼 |
| Mason Investment Advisory Services, Inc. | 2,420 | $27.3 萬 | 0.03% | −7,694−76.1% | 減碼 |
| Truvestments Capital LLC | 2,423 | $27.3 萬 | 0.16% | +49+2.1% | 加碼 |
| Arthur M. Cohen & Associates, LLC | 2,435 | $27.4 萬 | 0.07% | 00.0% | 不變 |
| Wealth Advisors, Inc. | 2,430 | $27.4 萬 | 0.13% | 00.0% | 不變 |
| Arnhold LLC | 2,432 | $27.4 萬 | 0.03% | +20+0.8% | 加碼 |
| United Community Bank | 2,448 | $27.6 萬 | 0.30% | +245+11.1% | 加碼 |
| Covey Capital Advisors, LLC | 2,450 | $27.6 萬 | 0.41% | 00.0% | 不變 |
| Wealthspan Partners, LLC | 2,449 | $27.6 萬 | 0.29% | +2+0.1% | 加碼 |
| Insight 2811, Inc. | 2,454 | $27.6 萬 | 0.18% | +312+14.6% | 加碼 |
| Paragon Capital Management LLC | 2,457 | $27.7 萬 | 0.16% | +26+1.1% | 加碼 |
| Capital Financial Planning, LLC | 2,472 | $27.8 萬 | 0.11% | +173+7.5% | 加碼 |
| Milestone Advisory Partners | 2,446 | $27.9 萬 | 0.23% | −208−7.8% | 減碼 |
| Codex Capital, L.L.C. | 2,000 | $27.9 萬 | 0.17% | 00.0% | 不變 |
| Lansing Street Advisors | 2,491 | $28.0 萬 | 0.22% | −745−23.0% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,487 | $28.0 萬 | 0.06% | 00.0% | 不變 |
| J2 Capital Management Inc | 2,488 | $28.0 萬 | 0.43% | +26+1.1% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 2,488 | $28.0 萬 | 0.14% | +70+2.9% | 加碼 |
| Permit Capital, LLC | 2,500 | $28.2 萬 | 0.09% | −342−12.0% | 減碼 |
| Heritage Financial Services, LLC | 2,505 | $28.2 萬 | 0.16% | +74+3.0% | 加碼 |
| Integrity Financial Corp | 2,520 | $28.4 萬 | 0.27% | −9−0.4% | 減碼 |
| GeoWealth Management, LLC | 2,528 | $28.5 萬 | 0.04% | −206−7.5% | 減碼 |
| Claris Advisors, LLC | 2,526 | $28.5 萬 | 0.31% | +73+3.0% | 加碼 |
| Lathrop Investment Management Corp | 2,531 | $28.5 萬 | 0.07% | +140+5.9% | 加碼 |
| Vista Wealth Management Group, LLC | 2,552 | $28.6 萬 | 0.04% | −378−12.9% | 減碼 |
| Lockerman Financial Group, Inc. | 2,540 | $28.6 萬 | 0.91% | +262+11.5% | 加碼 |
| Snider Financial Group | 2,545 | $28.7 萬 | 0.16% | −60−2.3% | 減碼 |
| TSFG, LLC | 2,545 | $28.7 萬 | 0.12% | +10.0% | 加碼 |
| Horst & Graben Wealth Management LLC | 2,547 | $28.7 萬 | 0.08% | +21+0.8% | 加碼 |
| MKT Advisors LLC | 2,551 | $28.8 萬 | 0.22% | +214+9.2% | 加碼 |
| Willow Creek Wealth Management Inc. | 2,559 | $28.8 萬 | 0.05% | +700+37.7% | 加碼 |
| Advance Capital Management, Inc. | 2,563 | $28.9 萬 | 0.03% | +204+8.6% | 加碼 |
| Kraematon Investment Advisors, Inc | 2,572 | $29.0 萬 | 0.34% | +19+0.7% | 加碼 |
| Pin Oak Investment Advisors Inc | 2,587 | $29.1 萬 | 0.36% | −117−4.3% | 減碼 |
| Tower Wealth Partners, Inc. | 2,580 | $29.1 萬 | 0.39% | +847+48.9% | 加碼 |
| Marotta Asset Management | 2,565 | $29.3 萬 | 0.07% | −260−9.2% | 減碼 |
| Schaper Benz & Wise Investment Counsel Inc | 2,603 | $29.3 萬 | 0.03% | +934+56.0% | 加碼 |
| Echo45 Advisors LLC | 2,612 | $29.4 萬 | 0.28% | −1,384−34.6% | 減碼 |
| Symphony Financial, Ltd. Co. | 2,553 | $29.4 萬 | 0.09% | −181−6.6% | 減碼 |
| Cook Wealth Management Group LLC | 2,573 | $29.4 萬 | 0.30% | −80−3.0% | 減碼 |
| Act Wealth Management, LLC | 2,625 | $29.6 萬 | 0.19% | −161−5.8% | 減碼 |
| Intrinsic Value Partners, LLC | 2,632 | $29.6 萬 | 0.38% | −70−2.6% | 減碼 |
| AIMZ Investment Advisors, LLC | 2,639 | $29.7 萬 | 0.14% | 00.0% | 不變 |
| Altus Wealth Management, LLC | 2,634 | $29.7 萬 | 0.23% | +9+0.3% | 加碼 |
| My Personal CFO, LLC | 2,634 | $29.7 萬 | 0.38% | +187+7.6% | 加碼 |
| Pitti Group Wealth Management, LLC | 2,639 | $29.7 萬 | 0.41% | +200+8.2% | 加碼 |
| Verus Financial Partners, Inc. | 2,586 | $29.8 萬 | 0.04% | −604−18.9% | 減碼 |
| Pennsylvania Capital Management Inc | 2,648 | $29.8 萬 | 0.16% | 00.0% | 不變 |
| Madison Wealth Management | 2,644 | $29.8 萬 | 0.07% | +21+0.8% | 加碼 |
| Silver Lake Advisory, LLC | 2,644 | $29.8 萬 | 0.16% | +54+2.1% | 加碼 |
| Corrigan Financial, Inc. | 2,672 | $30.1 萬 | 0.11% | −147−5.2% | 減碼 |
| Mayport, LLC | 2,674 | $30.1 萬 | 0.25% | −3−0.1% | 減碼 |
| Dock Street Asset Management Inc | 2,670 | $30.1 萬 | 0.07% | 00.0% | 不變 |
| Jag Capital Management, LLC | 2,675 | $30.1 萬 | 0.04% | +2,675 | 新進 |
| Strategic Family Wealth Counselors, L.L.C. | 2,685 | $30.2 萬 | 0.14% | +85+3.3% | 加碼 |
| Swarthmore Group Inc | 2,696 | $30.4 萬 | 0.12% | −43,284−94.1% | 減碼 |
| Vanguard Capital Wealth Advisors | 2,700 | $30.4 萬 | 0.34% | −1,642−37.8% | 減碼 |
| Delphia (USA) Inc. | 2,699 | $30.4 萬 | 0.21% | −708−20.8% | 減碼 |
| TRH Financial, LLC | 2,702 | $30.4 萬 | 0.10% | −439−14.0% | 減碼 |
| Tandem Investment Advisors, Inc. | 2,704 | $30.5 萬 | 0.02% | +629+30.3% | 加碼 |
| Horizon Kinetics Asset Management LLC | 2,713 | $30.6 萬 | 0.01% | +37+1.4% | 加碼 |
| Fiducient Advisors LLC | 2,719 | $30.6 萬 | 0.11% | +401+17.3% | 加碼 |
| Reik & Co., LLC | 2,722 | $30.7 萬 | 0.09% | 00.0% | 不變 |
| Fountainhead AM, LLC | 2,732 | $30.8 萬 | 0.17% | +90+3.4% | 加碼 |
| Wedgewood Investors Inc | 2,741 | $30.9 萬 | 0.44% | 00.0% | 不變 |
| Bond & Devick Financial Network, Inc. | 2,748 | $30.9 萬 | 0.27% | +150+5.8% | 加碼 |
| Claret Asset Management Corp | 2,759 | $31.1 萬 | 0.07% | −552−16.7% | 減碼 |
| Opal Wealth Advisors, LLC | 2,760 | $31.1 萬 | 0.21% | +165+6.4% | 加碼 |
| Avion Wealth | 2,767 | $31.2 萬 | 0.10% | +51+1.9% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,782 | $31.3 萬 | 0.20% | 00.0% | 不變 |
| Strid Group, LLC | 2,800 | $31.5 萬 | 0.07% | 00.0% | 不變 |
| Tamar Securities, LLC | 2,798 | $31.5 萬 | 0.10% | +289+11.5% | 加碼 |
| Trellis Advisors, LLC | 2,818 | $31.7 萬 | 0.17% | +99+3.6% | 加碼 |
| Evolution Wealth Advisors, LLC | 2,821 | $31.8 萬 | 0.08% | 00.0% | 不變 |
| Thompson Davis & Co., Inc. | 2,841 | $32.0 萬 | 0.52% | −671−19.1% | 減碼 |
| Smallwood Wealth Investment Management, LLC | 2,845 | $32.0 萬 | 0.32% | +2,845 | 新進 |
| Angeles Investment Advisors, LLC | 2,850 | $32.1 萬 | 0.03% | 00.0% | 不變 |
| Cooper/Haims Advisors, LLC | 2,852 | $32.1 萬 | 0.21% | +67+2.4% | 加碼 |
| Darwin Advisors, LLC | 2,861 | $32.2 萬 | 0.07% | −1,915−40.1% | 減碼 |
| Full Sail Capital, LLC | 2,867 | $32.3 萬 | 0.03% | −323−10.1% | 減碼 |
| Firethorn Wealth Partners, LLC | 2,835 | $32.4 萬 | 0.26% | −834−22.7% | 減碼 |
| Cranbrook Wealth Management, LLC | 2,875 | $32.4 萬 | 0.08% | −675−19.0% | 減碼 |
| Robbins Farley LLC | 2,881 | $32.4 萬 | 0.34% | +2,881 | 新進 |
| Ocean Capital Management, LLC | 2,900 | $32.5 萬 | 0.18% | 00.0% | 不變 |
| Sequent Asset Management, LLC | 2,892 | $32.5 萬 | 0.24% | +2+0.1% | 加碼 |
| Levy Wealth Management Group, LLC | 2,886 | $32.5 萬 | 0.15% | +11+0.4% | 加碼 |
| Columbus Macro, LLC | 2,885 | $32.5 萬 | 0.12% | +73+2.6% | 加碼 |
| West Chester Capital Advisors, Inc | 2,894 | $32.6 萬 | 0.77% | −260−8.2% | 減碼 |
| 1776 Wealth LLC | 2,893 | $32.6 萬 | 0.23% | +2+0.1% | 加碼 |
| Salomon & Ludwin, LLC | 2,896 | $32.6 萬 | 0.05% | +594+25.8% | 加碼 |
| Financial Advisory Corp | 2,900 | $32.7 萬 | 0.22% | +12+0.4% | 加碼 |
| Inspirion Wealth Advisors, LLC | 2,975 | $32.7 萬 | 0.07% | +2,975 | 新進 |
| Mark Sheptoff Financial Planning, LLC | 2,909 | $32.8 萬 | 0.19% | +452+18.4% | 加碼 |