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 |
|---|---|---|---|---|---|
| Fulton Breakefield Broenniman LLC | 5,113 | $57.6 萬 | 0.05% | +154+3.1% | 加碼 |
| S&T Bank | 5,132 | $57.7 萬 | 0.10% | −110−2.1% | 減碼 |
| L2 Asset Management, LLC | 5,135 | $57.8 萬 | 0.42% | −2,370−31.6% | 減碼 |
| Campion Asset Management LLC | 5,137 | $57.8 萬 | 0.57% | 00.0% | 不變 |
| Avaii Wealth Management, LLC | 5,135 | $57.9 萬 | 0.62% | −17−0.3% | 減碼 |
| Tarbox Family Office, Inc. | 5,147 | $58.0 萬 | 0.13% | +3,446+202.6% | 加碼 |
| Hutchinson Capital Management | 5,160 | $58.1 萬 | 0.15% | −161−3.0% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 5,175 | $58.3 萬 | 0.00% | −162−3.0% | 減碼 |
| Forum Private Client Group LLC | 5,190 | $58.4 萬 | 0.42% | −255−4.7% | 減碼 |
| Independent Wealth Network Inc. | 5,208 | $58.6 萬 | 0.42% | +50+1.0% | 加碼 |
| Maltin Wealth Management, Inc. | 5,215 | $58.7 萬 | 0.42% | +94+1.8% | 加碼 |
| Oak Family Advisors, LLC | 5,219 | $58.8 萬 | 0.34% | +20.0% | 加碼 |
| Opus Capital Group, LLC | 5,230 | $58.9 萬 | 0.12% | −3,206−38.0% | 減碼 |
| Southeast Asset Advisors Inc. | 5,232 | $58.9 萬 | 0.09% | +180+3.6% | 加碼 |
| Summit Asset Management, LLC | 5,240 | $59.0 萬 | 0.18% | +100+1.9% | 加碼 |
| Derbend Asset Management | 5,271 | $59.4 萬 | 0.50% | −3,377−39.0% | 減碼 |
| FirstPurpose Wealth LLC | 5,277 | $59.4 萬 | 0.40% | +296+5.9% | 加碼 |
| Cahill Financial Advisors Inc | 5,286 | $59.5 萬 | 0.13% | +1,127+27.1% | 加碼 |
| Lifeworks Advisors, LLC | 5,292 | $59.6 萬 | 0.38% | +813+18.2% | 加碼 |
| Thrive Wealth Management, LLC | 5,293 | $59.6 萬 | 0.21% | +863+19.5% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 5,299 | $59.7 萬 | 0.08% | −56−1.0% | 減碼 |
| Fourthstone LLC | 5,300 | $59.7 萬 | 0.24% | +5,300 | 新進 |
| Alliance Wealth Advisors, LLC | 5,313 | $59.8 萬 | 0.52% | +2,459+86.2% | 加碼 |
| Integral Investment Advisors, Inc. | 5,320 | $59.9 萬 | 0.51% | −486−8.4% | 減碼 |
| Heritage Investment Group, Inc. | 5,342 | $60.2 萬 | 0.35% | −153−2.8% | 減碼 |
| Copperwynd Financial, LLC | 5,361 | $60.4 萬 | 0.36% | +47+0.9% | 加碼 |
| Kaydan Wealth Management, Inc. | 5,369 | $60.5 萬 | 0.34% | +10+0.2% | 加碼 |
| Legacy Wealth Planning, LLC | 5,272 | $60.5 萬 | 0.87% | −22−0.4% | 減碼 |
| GPS Wealth Strategies Group, LLC | 5,384 | $60.6 萬 | 0.16% | +537+11.1% | 加碼 |
| Financial Perspectives, Inc | 5,389 | $60.7 萬 | 0.34% | 00.0% | 不變 |
| Wendell David Associates Inc | 5,391 | $60.7 萬 | 0.08% | −24−0.4% | 減碼 |
| Options Solutions, LLC | 5,399 | $60.8 萬 | 0.84% | −21,032−79.6% | 減碼 |
| Enlightenment Research, LLC | 5,400 | $60.8 萬 | 1.31% | −2,607−32.6% | 減碼 |
| Burt Wealth Advisors | 5,397 | $60.8 萬 | 0.21% | 00.0% | 不變 |
| Diversified, LLC | 5,432 | $61.2 萬 | 0.25% | −188−3.3% | 減碼 |
| Morris Retirement Advisors, LLC | 5,436 | $61.2 萬 | 0.54% | +3,155+138.3% | 加碼 |
| Trust Co of Oklahoma | 5,435 | $61.2 萬 | 0.29% | −35−0.6% | 減碼 |
| Grant Street Asset Management, Inc. | 5,446 | $61.3 萬 | 0.32% | +1,011+22.8% | 加碼 |
| Powers Advisory Group, LLC | 5,450 | $61.4 萬 | 0.47% | +127+2.4% | 加碼 |
| FSB Premier Wealth Management, Inc. | 5,461 | $61.4 萬 | 0.34% | −21−0.4% | 減碼 |
| Future Financial Wealth Managment LLC | 4,501 | $61.4 萬 | 0.60% | 00.0% | 不變 |
| Financial Consulate, Inc | 5,469 | $61.6 萬 | 0.29% | −118−2.1% | 減碼 |
| Element Wealth, LLC | 5,472 | $61.6 萬 | 0.61% | +282+5.4% | 加碼 |
| Eagle Bay Advisors LLC | 5,476 | $61.7 萬 | 0.38% | −791−12.6% | 減碼 |
| Millennium Capital Advisors, LLC | 5,477 | $61.7 萬 | 0.60% | +728+15.3% | 加碼 |
| RGT Wealth Advisors, LLC | 5,485 | $61.8 萬 | 0.10% | +46+0.8% | 加碼 |
| HHM Wealth Advisors, LLC | 5,488 | $61.8 萬 | 0.16% | +602+12.3% | 加碼 |
| 5th Street Advisors, LLC | 5,500 | $61.9 萬 | 0.65% | −20−0.4% | 減碼 |
| Nadler Financial Group, Inc. | 5,497 | $61.9 萬 | 0.11% | +470+9.3% | 加碼 |
| Centric Wealth Management | 5,524 | $62.2 萬 | 0.23% | +67+1.2% | 加碼 |
| Tributary Capital Management, LLC | 5,535 | $62.3 萬 | 0.06% | −75−1.3% | 減碼 |
| Krane Funds Advisors LLC | 5,528 | $62.3 萬 | 0.02% | +1,614+41.2% | 加碼 |
| Allie Family Office LLC | 5,541 | $62.4 萬 | 0.51% | +1,691+43.9% | 加碼 |
| Kenfarb & Co. | 4,592 | $62.6 萬 | 0.50% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 5,570 | $62.7 萬 | 0.19% | +50+0.9% | 加碼 |
| Alliance Wealth Management Group | 5,580 | $62.8 萬 | 0.23% | −135−2.4% | 減碼 |
| Portland Global Advisors LLC | 5,573 | $62.8 萬 | 0.12% | −122−2.1% | 減碼 |
| Lebenthal Global Advisors, LLC | 5,590 | $62.9 萬 | 0.30% | +1,171+26.5% | 加碼 |
| Ninety One SA (PTY) Ltd | 5,610 | $63.0 萬 | 0.22% | 00.0% | 不變 |
| Perritt Capital Management Inc | 5,592 | $63.0 萬 | 0.38% | +100+1.8% | 加碼 |
| Wagner Wealth Management, LLC | 5,606 | $63.1 萬 | 0.50% | +154+2.8% | 加碼 |
| First National Bank | 5,613 | $63.2 萬 | 0.60% | +625+12.5% | 加碼 |
| Carlson Capital Management | 5,620 | $63.3 萬 | 0.06% | −245−4.2% | 減碼 |
| Cardinal Strategic Wealth Guidance | 5,585 | $63.3 萬 | 0.32% | −75−1.3% | 減碼 |
| Rede Wealth, LLC | 5,626 | $63.3 萬 | 0.37% | +98+1.8% | 加碼 |
| Wakefield Asset Management LLLP | 5,617 | $63.3 萬 | 0.27% | +5,617 | 新進 |
| Wealth Advisors of Iowa, LLC | 5,190 | $63.5 萬 | 0.17% | +3,023+139.5% | 加碼 |
| Cooper Financial Group | 5,658 | $63.7 萬 | 0.23% | −746−11.6% | 減碼 |
| Bellevue Asset Management, LLC | 5,669 | $63.9 萬 | 0.47% | −73−1.3% | 減碼 |
| Five Oceans Advisors | 5,673 | $63.9 萬 | 0.48% | +1,426+33.6% | 加碼 |
| Landaas & Co | 5,658 | $64.1 萬 | 0.40% | −596−9.5% | 減碼 |
| Crewe Advisors LLC | 5,695 | $64.1 萬 | 0.14% | +629+12.4% | 加碼 |
| Fairview Capital Investment Management, LLC | 5,709 | $64.2 萬 | 0.04% | −8−0.1% | 減碼 |
| WealthTrust Axiom LLC | 5,726 | $64.4 萬 | 0.23% | +20.0% | 加碼 |
| Waterfront Wealth Inc. | 5,717 | $64.4 萬 | 0.26% | +1,903+49.9% | 加碼 |
| Great Diamond Partners, LLC | 5,729 | $64.5 萬 | 0.21% | −14,034−71.0% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 5,741 | $64.6 萬 | 0.83% | −12−0.2% | 減碼 |
| Eubel Brady & Suttman Asset Management Inc | 5,747 | $64.7 萬 | 0.13% | +27+0.5% | 加碼 |
| Vicus Capital | 5,755 | $64.8 萬 | 0.07% | −102−1.7% | 減碼 |
| Glassman Wealth Services | 5,755 | $64.8 萬 | 0.13% | +422+7.9% | 加碼 |
| Greatmark Investment Partners, Inc. | 5,762 | $64.9 萬 | 0.12% | +252+4.6% | 加碼 |
| Rational Advisors LLC | 5,762 | $64.9 萬 | 0.05% | +552+10.6% | 加碼 |
| Narus Financial Partners, LLC | 5,772 | $65.0 萬 | 0.41% | +1,070+22.8% | 加碼 |
| Blue Square Asset Management, LLC | 5,781 | $65.1 萬 | 1.40% | −3,143−35.2% | 減碼 |
| F/M Investments LLC | 4,188 | $65.1 萬 | 0.61% | −400−8.7% | 減碼 |
| Norris Financial Group, LLC | 5,797 | $65.3 萬 | 0.53% | +1,027+21.5% | 加碼 |
| Signature Estate & Investment Advisors LLC | 5,800 | $65.3 萬 | 0.03% | −1,703−22.7% | 減碼 |
| Dynamic Technology Lab Private Ltd | 5,798 | $65.3 萬 | 0.07% | +5,798 | 新進 |
| Buttonwood Financial Advisors Inc. | 5,821 | $65.5 萬 | 0.59% | +2,381+69.2% | 加碼 |
| Gray Wealth Management Inc. | 5,827 | $65.6 萬 | 0.40% | +109+1.9% | 加碼 |
| E Fund Management Co., Ltd. | 5,832 | $65.7 萬 | 0.06% | +67+1.2% | 加碼 |
| Westhampton Capital, LLC | 5,842 | $65.8 萬 | 0.46% | +1,275+27.9% | 加碼 |
| Great Point Wealth Advisors, LLC | 5,851 | $65.9 萬 | 0.23% | +710+13.8% | 加碼 |
| Private Capital Group, LLC | 5,861 | $66.0 萬 | 0.50% | −4,422−43.0% | 減碼 |
| Sandbox Financial Partners, LLC | 5,858 | $66.0 萬 | 0.47% | +41+0.7% | 加碼 |
| Creative Financial Designs Inc | 5,864 | $66.0 萬 | 0.11% | +493+9.2% | 加碼 |
| Skba Capital Management LLC | 5,882 | $66.2 萬 | 0.13% | −100−1.7% | 減碼 |
| Cross Staff Investments Inc | 5,874 | $66.2 萬 | 0.73% | 00.0% | 不變 |
| Moller Financial Services | 5,891 | $66.3 萬 | 0.22% | 00.0% | 不變 |
| Regent Peak Wealth Advisors LLC | 5,892 | $66.3 萬 | 0.22% | +144+2.5% | 加碼 |