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 5,157 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Leonard Rickey Investment Advisors P.L.L.C. | 3,563 | $40.1 萬 | 0.18% | +54+1.5% | 加碼 |
| Mizuho Securities USA LLC | 3,584 | $40.4 萬 | 0.06% | 00.0% | 不變 |
| Private Capital Management, LLC | 3,593 | $40.5 萬 | 0.06% | +3,593 | 新進 |
| Total Investment Management Inc | 3,607 | $40.6 萬 | 0.07% | −88−2.4% | 減碼 |
| Oldfather Financial Services, LLC | 3,528 | $40.7 萬 | 0.23% | +6+0.2% | 加碼 |
| Cahaba Wealth Management, Inc. | 3,621 | $40.7 萬 | 0.06% | +260+7.7% | 加碼 |
| Northwest Investment Counselors, LLC | 3,622 | $40.8 萬 | 0.13% | +2+0.1% | 加碼 |
| Nottingham Advisors, Inc. | 3,633 | $40.9 萬 | 0.06% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 3,652 | $41.1 萬 | 0.32% | +193+5.6% | 加碼 |
| Emerald Advisors, LLC | 3,655 | $41.2 萬 | 0.12% | −420−10.3% | 減碼 |
| Merriman Wealth Management, LLC | 3,656 | $41.2 萬 | 0.03% | −379−9.4% | 減碼 |
| Holland Advisory Services, Inc. | 3,655 | $41.2 萬 | 0.49% | +7+0.2% | 加碼 |
| Harbor Group, Inc. | 3,680 | $41.4 萬 | 0.30% | −55−1.5% | 減碼 |
| Dougherty Wealth Advisers LLC | 3,674 | $41.4 萬 | 0.77% | 00.0% | 不變 |
| Garde Capital, Inc. | 3,683 | $41.5 萬 | 0.05% | −1,130−23.5% | 減碼 |
| Cavalier Investments, LLC | 3,703 | $41.7 萬 | 0.15% | +24+0.7% | 加碼 |
| First National Corp | 3,715 | $41.8 萬 | 0.11% | +17+0.5% | 加碼 |
| Shelton Wealth Management, LLC | 3,712 | $41.8 萬 | 0.36% | +207+5.9% | 加碼 |
| Diligent Investors, LLC | 3,715 | $41.8 萬 | 0.14% | +446+13.6% | 加碼 |
| Hourglass Capital, LLC | 3,713 | $41.8 萬 | 0.15% | +589+18.9% | 加碼 |
| Silver Oak Securities, Inc | 3,651 | $41.9 萬 | 0.09% | −202−5.2% | 減碼 |
| Dempze Nancy E | 3,733 | $42.0 萬 | 0.42% | −92−2.4% | 減碼 |
| Kidder Stephen W | 3,737 | $42.0 萬 | 0.16% | 00.0% | 不變 |
| Sanford Advisory Services, LLC | 3,728 | $42.0 萬 | 0.12% | +480+14.8% | 加碼 |
| Alpha Family Trust | 3,730 | $42.0 萬 | 0.27% | +3,730 | 新進 |
| Keystone Financial Planning, Inc. | 3,726 | $42.0 萬 | 0.15% | +3,726 | 新進 |
| Morris Capital Advisors, LLC | 3,749 | $42.2 萬 | 0.38% | −183−4.7% | 減碼 |
| BFT Financial Group, LLC | 3,767 | $42.4 萬 | 0.11% | −2,116−36.0% | 減碼 |
| Raub Brock Capital Management LP | 3,779 | $42.6 萬 | 0.08% | −2,000−34.6% | 減碼 |
| Quantum Private Wealth, LLC | 3,806 | $42.8 萬 | 0.25% | −626−14.1% | 減碼 |
| Westshore Wealth, LLC | 3,810 | $42.9 萬 | 0.28% | +130+3.5% | 加碼 |
| Meridian Financial, LLC | 3,818 | $43.0 萬 | 0.48% | +6+0.2% | 加碼 |
| Unio Capital LLC | 3,826 | $43.1 萬 | 0.25% | −1,544−28.8% | 減碼 |
| LCM Capital Management Inc | 3,823 | $43.1 萬 | 0.42% | 00.0% | 不變 |
| Camden Capital, LLC | 3,834 | $43.2 萬 | 0.11% | −1,471−27.7% | 減碼 |
| Kathmere Capital Management, LLC | 3,840 | $43.2 萬 | 0.08% | +316+9.0% | 加碼 |
| Independent Family Office, LLC | 3,847 | $43.3 萬 | 0.40% | −75−1.9% | 減碼 |
| Riversedge Advisors, LLC | 3,843 | $43.3 萬 | 0.16% | −100−2.5% | 減碼 |
| KilterHowling LLC | 3,846 | $43.3 萬 | 0.49% | +573+17.5% | 加碼 |
| Cutter & CO Brokerage, Inc. | 3,866 | $43.5 萬 | 0.15% | +3,866 | 新進 |
| Eagle Strategies LLC | 3,871 | $43.6 萬 | 0.16% | −1,385−26.4% | 減碼 |
| First Community Trust NA | 3,871 | $43.6 萬 | 0.51% | +200+5.4% | 加碼 |
| Roberts Glore & Co Inc | 3,869 | $43.6 萬 | 0.15% | +283+7.9% | 加碼 |
| Liberty Wealth Management LLC | 3,890 | $43.8 萬 | 0.18% | +95+2.5% | 加碼 |
| Park Circle Co | 3,900 | $43.9 萬 | 0.42% | 00.0% | 不變 |
| Financial Advisory Group | 3,904 | $44.0 萬 | 0.09% | +209+5.7% | 加碼 |
| Legal Advantage Investments, Inc. | 3,918 | $44.1 萬 | 0.43% | 00.0% | 不變 |
| Thomas Story & Son LLC | 3,924 | $44.2 萬 | 0.21% | 00.0% | 不變 |
| Navis Wealth Advisors, LLC | 3,944 | $44.4 萬 | 0.48% | +19+0.5% | 加碼 |
| Lehman & Derafelo Financial Resources LLC | 3,954 | $44.5 萬 | 0.14% | −33−0.8% | 減碼 |
| Harrington Investments, INC | 3,955 | $44.5 萬 | 0.33% | −20−0.5% | 減碼 |
| Second Half Financial Partners, LLC | 2,926 | $44.5 萬 | 0.35% | 00.0% | 不變 |
| Lumature Wealth Partners, LLC | 3,961 | $44.6 萬 | 0.20% | +191+5.1% | 加碼 |
| S.A. Mason LLC | 3,986 | $44.9 萬 | 0.33% | 00.0% | 不變 |
| SNS Financial Group, LLC | 3,993 | $45.0 萬 | 0.06% | −30−0.7% | 減碼 |
| Wayfinding Financial, LLC | 3,996 | $45.0 萬 | 0.40% | +145+3.8% | 加碼 |
| Marathon Capital Management | 4,006 | $45.1 萬 | 0.15% | +4,006 | 新進 |
| Domani Wealth, LLC | 4,014 | $45.2 萬 | 0.12% | −200−4.7% | 減碼 |
| Stanley-Laman Group, Ltd. | 4,021 | $45.3 萬 | 0.08% | −1,827−31.2% | 減碼 |
| Santori & Peters | 4,038 | $45.4 萬 | 0.29% | −781−16.2% | 減碼 |
| Northstar Group, Inc. | 4,036 | $45.4 萬 | 0.13% | 00.0% | 不變 |
| Private Capital Management LLC | 3,332 | $45.4 萬 | 0.14% | 00.0% | 不變 |
| Machina Capital S.A.S. | 4,035 | $45.4 萬 | 1.02% | +4,035 | 新進 |
| Private Wealth Strategies, L.L.C. | 4,043 | $45.5 萬 | 0.13% | −20.0% | 減碼 |
| Aprio Wealth Management, LLC | 4,046 | $45.6 萬 | 0.18% | +271+7.2% | 加碼 |
| Joule Financial, LLC | 4,061 | $45.7 萬 | 0.36% | +4,061 | 新進 |
| Frank, Rimerman Advisors LLC | 4,076 | $45.9 萬 | 0.18% | −1,019−20.0% | 減碼 |
| Financial Advisors, LLC | 4,076 | $45.9 萬 | 0.16% | −200−4.7% | 減碼 |
| Laraway Financial Inc | 4,070 | $45.9 萬 | 0.49% | −200−4.7% | 減碼 |
| Annandale Capital, LLC | 4,080 | $45.9 萬 | 0.18% | 00.0% | 不變 |
| Sunburst Financial Group, LLC | 4,072 | $45.9 萬 | 0.22% | +23+0.6% | 加碼 |
| Sovereign Financial Group, Inc. | 4,078 | $45.9 萬 | 0.18% | +170+4.4% | 加碼 |
| Eukles Asset Management | 4,072 | $45.9 萬 | 0.29% | +299+7.9% | 加碼 |
| Oberweis Asset Management Inc | 4,083 | $46.0 萬 | 0.12% | +33+0.8% | 加碼 |
| Ullmann Financial Group, Inc. | 4,081 | $46.0 萬 | 0.12% | +37+0.9% | 加碼 |
| Yarger Wealth Strategies, LLC | 4,023 | $46.0 萬 | 0.59% | +28+0.7% | 加碼 |
| Bridgefront Capital, LLC | 4,088 | $46.0 萬 | 0.51% | +1,164+39.8% | 加碼 |
| Horizon Family Wealth, Inc. | 4,096 | $46.1 萬 | 0.54% | −115−2.7% | 減碼 |
| WNY Asset Management, LLC | 4,093 | $46.3 萬 | 0.16% | +41+1.0% | 加碼 |
| Silverlake Wealth Management LLC | 4,118 | $46.4 萬 | 0.30% | +73+1.8% | 加碼 |
| Pacific Center for Financial Services | 4,125 | $46.4 萬 | 0.19% | +13+0.3% | 加碼 |
| Independent Solutions Wealth Management, LLC | 4,127 | $46.5 萬 | 0.14% | −308−6.9% | 減碼 |
| Advisory Alpha, LLC | 4,130 | $46.5 萬 | 0.03% | −284−6.4% | 減碼 |
| Bender Robert & Associates | 4,134 | $46.6 萬 | 0.18% | −220−5.1% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 4,141 | $46.6 萬 | 0.05% | −125−2.9% | 減碼 |
| Sandy Cove Advisors, LLC | 4,140 | $46.6 萬 | 0.42% | +3+0.1% | 加碼 |
| Capstone Wealth Management Group, LLC | 4,150 | $46.7 萬 | 0.56% | +147+3.7% | 加碼 |
| Horizon Wealth Management, LLC | 4,165 | $46.9 萬 | 0.19% | +67+1.6% | 加碼 |
| RWM Asset Management, LLC | 4,174 | $47.0 萬 | 0.10% | +97+2.4% | 加碼 |
| Gould Asset Management LLC | 4,185 | $47.1 萬 | 0.15% | −1,876−31.0% | 減碼 |
| Security National Bank of So Dak | 4,192 | $47.2 萬 | 0.39% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 4,196 | $47.2 萬 | 0.06% | +787+23.1% | 加碼 |
| CMG Global Holdings, LLC | 4,192 | $47.2 萬 | 0.49% | +915+27.9% | 加碼 |
| Wills Financial Group, Inc. | 4,193 | $47.2 萬 | 0.23% | +1,825+77.1% | 加碼 |
| Eldridge Investment Advisors, Inc. | 4,209 | $47.4 萬 | 0.18% | −75−1.8% | 減碼 |
| Matrix Trust Co | 4,212 | $47.4 萬 | 0.13% | +2,760+190.1% | 加碼 |
| Maxele Advisors, LLC | 4,231 | $47.6 萬 | 0.75% | −45−1.1% | 減碼 |
| Vericrest Private Wealth | 4,237 | $47.7 萬 | 0.59% | 00.0% | 不變 |
| New Vernon Investment Management LLC | 4,253 | $47.9 萬 | 0.82% | 00.0% | 不變 |
| Retirement Income Solutions, Inc | 4,252 | $47.9 萬 | 0.17% | +104+2.5% | 加碼 |