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 |
|---|---|---|---|---|---|
| Baron Silver Stevens Financial Advisors, LLC | 4,265 | $48.0 萬 | 0.12% | +1,935+83.0% | 加碼 |
| Lee Financial Co | 4,282 | $48.2 萬 | 0.09% | −61−1.4% | 減碼 |
| Keystone Wealth Services, LLC | 4,289 | $48.3 萬 | 0.22% | +74+1.8% | 加碼 |
| Shulman DeMeo Asset Management LLC | 4,294 | $48.4 萬 | 0.16% | +106+2.5% | 加碼 |
| Weinberger Asset Management, Inc | 4,302 | $48.4 萬 | 0.32% | +4,302 | 新進 |
| First Bank & Trust | 4,300 | $48.5 萬 | 0.16% | −1,085−20.1% | 減碼 |
| Hedges Asset Management LLC | 4,300 | $48.5 萬 | 0.46% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 4,308 | $48.5 萬 | 0.33% | +277+6.9% | 加碼 |
| Wimmer Associates 1, LLC | 4,319 | $48.6 萬 | 0.32% | −190−4.2% | 減碼 |
| Tortoise Investment Management, LLC | 4,315 | $48.6 萬 | 0.10% | +998+30.1% | 加碼 |
| Spartan Fund Management Inc. | 4,312 | $48.6 萬 | 0.10% | +4,312 | 新進 |
| Monterey Private Wealth, Inc. | 4,320 | $48.7 萬 | 0.28% | −135−3.0% | 減碼 |
| Affinity Capital Advisors, LLC | 4,331 | $48.8 萬 | 0.17% | −89−2.0% | 減碼 |
| Cottonwood Capital Advisors, LLC | 4,330 | $48.8 萬 | 0.44% | −31−0.7% | 減碼 |
| Hillcrest Wealth Advisors - NY, LLC | 4,337 | $48.8 萬 | 0.30% | 00.0% | 不變 |
| Alan B. Lancz & Associates, Inc. | 4,233 | $48.8 萬 | 0.48% | −84−1.9% | 減碼 |
| Callan Capital, LLC | 4,358 | $49.1 萬 | 0.08% | −183−4.0% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 4,386 | $49.1 萬 | 0.41% | +199+4.8% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 4,389 | $49.4 萬 | 0.23% | −600−12.0% | 減碼 |
| WSFS Capital Management, LLC | 4,391 | $49.4 萬 | 0.16% | +170+4.0% | 加碼 |
| Sadoff Investment Management LLC | 4,405 | $49.6 萬 | 0.04% | −314−6.7% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 4,405 | $49.6 萬 | 0.29% | +22+0.5% | 加碼 |
| Sutton Place Investors LLC | 4,410 | $49.7 萬 | 0.72% | +232+5.6% | 加碼 |
| Aspire Private Capital, LLC | 4,422 | $49.8 萬 | 0.18% | +9+0.2% | 加碼 |
| Planning Center, Inc. | 4,448 | $49.8 萬 | 0.39% | +34+0.8% | 加碼 |
| Paragon Capital Management Ltd | 4,420 | $49.8 萬 | 0.14% | +158+3.7% | 加碼 |
| Sage Private Wealth Group, LLC | 4,433 | $49.9 萬 | 0.72% | +498+12.7% | 加碼 |
| Sax Wealth Advisors, LLC | 4,441 | $50.0 萬 | 0.13% | −44−1.0% | 減碼 |
| OneAscent Financial Services LLC | 4,444 | $50.0 萬 | 0.23% | +4,444 | 新進 |
| Financial Council Asset Management Inc | 4,445 | $50.1 萬 | 0.63% | +1,670+60.2% | 加碼 |
| Tyler-Stone Wealth Management | 4,462 | $50.2 萬 | 0.33% | −252−5.3% | 減碼 |
| Curated Wealth Partners LLC | 4,463 | $50.2 萬 | 0.15% | +479+12.0% | 加碼 |
| Marshall Financial Group Inc | 4,464 | $50.3 萬 | 0.23% | +17+0.4% | 加碼 |
| ESG Planning | 4,473 | $50.4 萬 | 0.51% | +805+21.9% | 加碼 |
| Capital City Trust Co | 4,484 | $50.5 萬 | 0.16% | +634+16.5% | 加碼 |
| Global Financial Private Client, LLC | 4,442 | $50.7 萬 | 0.29% | +1,170+35.8% | 加碼 |
| Aaron Wealth Advisors | 4,507 | $50.7 萬 | 0.13% | −454,482−99.0% | 減碼 |
| Echo Street Capital Management LLC | 4,498 | $50.7 萬 | 0.00% | +2,318+106.3% | 加碼 |
| Angeles Wealth Management, LLC | 4,517 | $50.9 萬 | 0.10% | −122−2.6% | 減碼 |
| Measured Wealth Private Client Group, LLC | 4,518 | $50.9 萬 | 0.22% | +472+11.7% | 加碼 |
| Quantum Financial Advisors, LLC | 4,303 | $50.9 萬 | 0.19% | +4,303 | 新進 |
| Waratah Capital Advisors Ltd. | 4,535 | $51.0 萬 | 0.03% | +4,535 | 新進 |
| Merrion Investment Management Co, LLC | 4,544 | $51.2 萬 | 0.50% | 00.0% | 不變 |
| Requisite Capital Management, LLC | 4,545 | $51.2 萬 | 0.17% | +581+14.7% | 加碼 |
| NFP Retirement, Inc. | 4,551 | $51.2 萬 | 0.13% | −73−1.6% | 減碼 |
| Eagle Harbor Asset Management Inc | 4,554 | $51.3 萬 | 0.79% | +245+5.7% | 加碼 |
| Geller Advisors LLC | 4,552 | $51.3 萬 | 0.11% | −2,448−35.0% | 減碼 |
| HBW Advisory Services LLC | 4,559 | $51.3 萬 | 0.14% | −1,824−28.6% | 減碼 |
| Arbor Investment Advisors, LLC | 4,581 | $51.6 萬 | 0.11% | −450−8.9% | 減碼 |
| River & Mercantile Investments Ltd | 4,595 | $51.7 萬 | 0.15% | −2,627−36.4% | 減碼 |
| R.H. Dinel Investment Counsel, Inc. | 4,592 | $51.7 萬 | 0.47% | 00.0% | 不變 |
| Cohen & Steers, Inc. | 4,590 | $51.7 萬 | 0.00% | +119+2.7% | 加碼 |
| American Research & Management Co. | 4,602 | $51.8 萬 | 0.13% | −359−7.2% | 減碼 |
| Arlington Partners LLC | 4,601 | $51.8 萬 | 0.17% | +286+6.6% | 加碼 |
| Stelac Advisory Services LLC | 4,599 | $51.8 萬 | 0.21% | +2,963+181.1% | 加碼 |
| Day & Ennis, LLC | 4,611 | $51.9 萬 | 0.20% | +144+3.2% | 加碼 |
| Birchcreek Wealth Management, LLC | 4,658 | $52.5 萬 | 0.47% | −350−7.0% | 減碼 |
| Diamant Asset Management, Inc. | 4,661 | $52.5 萬 | 0.47% | 00.0% | 不變 |
| Index Fund Advisors, Inc. | 4,659 | $52.5 萬 | 0.04% | +201+4.5% | 加碼 |
| Premier Asset Management LLC | 4,558 | $52.6 萬 | 0.43% | −4,357−48.9% | 減碼 |
| LVZ Advisors, Inc. | 4,675 | $52.6 萬 | 0.09% | +129+2.8% | 加碼 |
| ERTS Wealth Advisors, LLC | 4,670 | $52.6 萬 | 0.15% | +2,808+150.8% | 加碼 |
| GenWealth Group, Inc. | 4,729 | $53.3 萬 | 0.17% | 00.0% | 不變 |
| CJM Wealth Advisers, Ltd. | 4,765 | $53.7 萬 | 0.37% | +898+23.2% | 加碼 |
| Zhang Financial LLC | 4,786 | $53.9 萬 | 0.09% | +411+9.4% | 加碼 |
| Heartwood Wealth Advisors LLC | 4,798 | $54.0 萬 | 0.09% | +217+4.7% | 加碼 |
| Bay Rivers Group | 4,804 | $54.1 萬 | 0.48% | −23−0.5% | 減碼 |
| TriaGen Wealth Management LLC | 4,800 | $54.1 萬 | 0.38% | 00.0% | 不變 |
| Southland Equity Partners LLC | 4,808 | $54.1 萬 | 0.25% | −435−8.3% | 減碼 |
| Disciplined Equity Management, Inc. | 4,832 | $54.4 萬 | 0.49% | +370+8.3% | 加碼 |
| Wedge Capital Management L L P | 4,853 | $54.6 萬 | 0.01% | +96+2.0% | 加碼 |
| Silicon Valley Capital Partners | 4,854 | $54.7 萬 | 0.11% | −1,073−18.1% | 減碼 |
| Bluestein R H & Co | 4,870 | $54.8 萬 | 0.03% | −5−0.1% | 減碼 |
| Avondale Wealth Management | 4,875 | $54.9 萬 | 0.64% | +1,125+30.0% | 加碼 |
| McNaughton Wealth Management, LLC | 4,881 | $55.0 萬 | 0.39% | +1,733+55.1% | 加碼 |
| Shapiro Capital Management LLC | 4,880 | $55.0 萬 | 0.01% | +2,000+69.4% | 加碼 |
| Summit Wealth Partners, LLC | 4,894 | $55.1 萬 | 0.15% | +3,100+172.8% | 加碼 |
| Arkansas Financial Group, Inc. | 4,900 | $55.2 萬 | 0.13% | −38−0.8% | 減碼 |
| Humankind Investments LLC | 4,914 | $55.3 萬 | 0.26% | −778−13.7% | 減碼 |
| Virtue Capital Management, LLC | 4,921 | $55.4 萬 | 0.09% | −6,882−58.3% | 減碼 |
| Benson Investment Management Company, Inc. | 4,950 | $55.7 萬 | 0.35% | 00.0% | 不變 |
| Delta Investment Management, LLC | 4,948 | $55.7 萬 | 0.25% | +10.0% | 加碼 |
| First Heartland Consultants, Inc. | 4,965 | $55.9 萬 | 0.09% | −150−2.9% | 減碼 |
| Ambassador Advisors, LLC | 4,980 | $56.1 萬 | 0.13% | −388−7.2% | 減碼 |
| Centerpoint Advisors, LLC | 4,981 | $56.1 萬 | 0.29% | +20+0.4% | 加碼 |
| Momentum Advisors, LLC | 4,985 | $56.1 萬 | 0.63% | +4,985 | 新進 |
| Stiles Financial Services Inc | 4,995 | $56.2 萬 | 0.34% | +79+1.6% | 加碼 |
| Strong Tower Advisory Services | 4,990 | $56.2 萬 | 0.30% | +341+7.3% | 加碼 |
| JBF Capital, Inc. | 5,000 | $56.3 萬 | 0.14% | 00.0% | 不變 |
| TFC Financial Management | 5,000 | $56.3 萬 | 0.17% | +541+12.1% | 加碼 |
| Investment House LLC | 5,050 | $56.9 萬 | 0.05% | −250−4.7% | 減碼 |
| Reston Wealth Management LLC | 5,058 | $57.0 萬 | 0.32% | +33+0.7% | 加碼 |
| Omnia Family Wealth, LLC | 5,072 | $57.1 萬 | 0.42% | −196−3.7% | 減碼 |
| Hamilton Capital, LLC | 5,073 | $57.1 萬 | 0.04% | +701+16.0% | 加碼 |
| Insight Advisors, LLC | 5,091 | $57.2 萬 | 0.19% | −750−12.8% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 5,091 | $57.3 萬 | 0.56% | −119−2.3% | 減碼 |
| Lantz Financial LLC | 5,095 | $57.4 萬 | 0.26% | 00.0% | 不變 |
| TCM Advisors, LLC | – | $57.4 萬 | 0.62% | – | – |
| Austin Private Wealth, LLC | 5,105 | $57.5 萬 | 0.13% | −88−1.7% | 減碼 |
| Willner & Heller, LLC | 5,119 | $57.6 萬 | 0.90% | +256+5.3% | 加碼 |