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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 5,824 | $66.4 萬 | 0.25% | −152−2.5% | 減碼 |
| Dean Investment Associates, LLC | 5,908 | $66.5 萬 | 0.13% | −141−2.3% | 減碼 |
| Wilkins Investment Counsel Inc | 5,954 | $67.0 萬 | 0.18% | −200−3.2% | 減碼 |
| Whitcomb & Hess, Inc. | 5,960 | $67.1 萬 | 0.29% | −234−3.8% | 減碼 |
| Legacy Advisors, LLC | 5,996 | $67.5 萬 | 0.14% | +1,104+22.6% | 加碼 |
| Beaumont Asset Management, L.L.C. | 6,018 | $67.7 萬 | 0.51% | +1,702+39.4% | 加碼 |
| SBK Financial, Inc. | 6,023 | $67.8 萬 | 0.89% | +101+1.7% | 加碼 |
| Black Diamond Financial, LLC | 6,037 | $68.0 萬 | 0.27% | −829−12.1% | 減碼 |
| Gordian Capital Singapore Pte Ltd | 6,026 | $68.1 萬 | 0.92% | +3,102+106.1% | 加碼 |
| Systematic Financial Management LP | 6,075 | $68.4 萬 | 0.02% | 00.0% | 不變 |
| Single Point Partners, LLC | 6,085 | $68.5 萬 | 0.19% | −136−2.2% | 減碼 |
| CFO4Life Group, LLC | 6,127 | $68.5 萬 | 0.17% | +30+0.5% | 加碼 |
| Roberts Capital Advisors, LLC | 6,079 | $68.5 萬 | 0.94% | 00.0% | 不變 |
| Aurora Private Wealth, Inc. | 6,086 | $68.5 萬 | 0.31% | +169+2.9% | 加碼 |
| Crew Capital Management, Ltd. | 6,100 | $68.7 萬 | 0.86% | −200−3.2% | 減碼 |
| Hurlow Wealth Management Group, Inc. | 6,097 | $68.7 萬 | 0.40% | 00.0% | 不變 |
| West Bancorporation Inc | 6,113 | $68.8 萬 | 0.48% | −891−12.7% | 減碼 |
| GenTrust, LLC | 6,119 | $68.9 萬 | 0.06% | +10.0% | 加碼 |
| PBMares Wealth Management LLC | 6,136 | $69.1 萬 | 0.30% | +400+7.0% | 加碼 |
| Berger Financial Group, Inc | 6,141 | $69.2 萬 | 0.10% | −317−4.9% | 減碼 |
| Bordeaux Wealth Advisors LLC | 6,153 | $69.3 萬 | 0.48% | −276−4.3% | 減碼 |
| Connective Portfolio Management, LLC | 6,160 | $69.4 萬 | 1.19% | +6,160 | 新進 |
| HYA Advisors, Inc | 6,171 | $69.5 萬 | 0.27% | −839−12.0% | 減碼 |
| Journey Strategic Wealth LLC | 6,188 | $69.7 萬 | 0.09% | −313−4.8% | 減碼 |
| BMS Financial Advisors, LLC | 6,190 | $69.7 萬 | 0.46% | +326+5.6% | 加碼 |
| Keating Investment Counselors Inc | 6,198 | $69.8 萬 | 0.29% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 6,198 | $69.8 萬 | 0.40% | +306+5.2% | 加碼 |
| Latitude Advisors, LLC | 6,207 | $69.9 萬 | 0.64% | −8,821−58.7% | 減碼 |
| Riverbridge Partners LLC | 6,205 | $69.9 萬 | 0.01% | 00.0% | 不變 |
| Foster Victor Wealth Advisors, LLC | 6,246 | $69.9 萬 | 0.10% | +800+14.7% | 加碼 |
| Pearl River Capital, LLC | 6,211 | $69.9 萬 | 0.16% | +6,211 | 新進 |
| Solstein Capital, LLC | 6,229 | $70.1 萬 | 0.54% | 00.0% | 不變 |
| Brown Capital Management LLC | 6,230 | $70.2 萬 | 0.01% | 00.0% | 不變 |
| Titus Wealth Management | 6,233 | $70.2 萬 | 0.35% | +872+16.3% | 加碼 |
| Stephens Consulting, LLC | 6,252 | $70.4 萬 | 0.58% | −39−0.6% | 減碼 |
| Westwood Management Corp | 6,260 | $70.5 萬 | 0.09% | 00.0% | 不變 |
| Red Wave Investments LLC | 6,267 | $70.6 萬 | 0.29% | −188−2.9% | 減碼 |
| Oliver Luxxe Assets LLC | 6,275 | $70.7 萬 | 0.21% | −32,584−83.9% | 減碼 |
| Cowen and Company, LLC | 6,275 | $70.7 萬 | 0.07% | +6,275 | 新進 |
| Quent Capital, LLC | 6,284 | $70.8 萬 | 0.15% | −2,222−26.1% | 減碼 |
| QP Wealth Management, LLC | 6,287 | $70.8 萬 | 0.97% | −1,470−19.0% | 減碼 |
| Pathway Financial Advisors LLC | 6,284 | $70.8 萬 | 0.29% | +238+3.9% | 加碼 |
| Vision Capital Management, Inc. | 6,301 | $71.0 萬 | 0.13% | −29−0.5% | 減碼 |
| Crumly & Associates Inc. | 6,310 | $71.1 萬 | 0.30% | −823−11.5% | 減碼 |
| Amplius Wealth Advisors, LLC | 6,333 | $71.3 萬 | 0.12% | +114+1.8% | 加碼 |
| Summit Financial Strategies, Inc. | 6,347 | $71.5 萬 | 0.17% | 00.0% | 不變 |
| Wealth Dimensions Group, Ltd. | 6,352 | $71.5 萬 | 0.34% | +59+0.9% | 加碼 |
| Foster Group, Inc. | 6,353 | $71.5 萬 | 0.05% | +3,265+105.7% | 加碼 |
| Security Financial Services, INC. | 6,366 | $71.7 萬 | 0.23% | +125+2.0% | 加碼 |
| Astoria Portfolio Advisors LLC. | 6,408 | $72.2 萬 | 0.53% | +2,654+70.7% | 加碼 |
| Sterneck Capital Management, LLC | 6,424 | $72.3 萬 | 0.48% | +361+6.0% | 加碼 |
| Chiron Capital Management, LLC | 6,450 | $72.6 萬 | 0.46% | +6,450 | 新進 |
| New Jersey Better Educational Savings Trust | 6,461 | $72.8 萬 | 2.29% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 6,487 | $73.0 萬 | 0.27% | −424−6.1% | 減碼 |
| McLean Asset Management Corp | 6,522 | $73.0 萬 | 0.29% | −280−4.1% | 減碼 |
| Clare Market Investments LLC | 6,495 | $73.1 萬 | 0.32% | +3,332+105.3% | 加碼 |
| Ramiah Investment Group | 6,533 | $73.6 萬 | 0.60% | −54−0.8% | 減碼 |
| Waypoint Capital Advisors, LLC | 6,532 | $73.6 萬 | 0.33% | +118+1.8% | 加碼 |
| Aua Capital Management, LLC | 6,552 | $73.8 萬 | 0.43% | −43−0.7% | 減碼 |
| Capital Investment Counsel, Inc | 6,558 | $73.8 萬 | 0.18% | +3,716+130.8% | 加碼 |
| Coastwise Capital Group, LLC | 6,551 | $73.8 萬 | 0.90% | +6,551 | 新進 |
| AllSquare Wealth Management LLC | 6,566 | $73.9 萬 | 0.50% | 00.0% | 不變 |
| CVA Family Office, LLC | 6,573 | $74.0 萬 | 0.20% | −1,041−13.7% | 減碼 |
| Fox Run Management, L.L.C. | 6,604 | $74.4 萬 | 0.37% | −1,063−13.9% | 減碼 |
| Rodgers Brothers Inc. | 6,607 | $74.4 萬 | 0.15% | 00.0% | 不變 |
| Northside Capital Management, LLC | 6,628 | $74.6 萬 | 0.24% | 00.0% | 不變 |
| Cladis Investment Advisory, LLC | 6,643 | $74.8 萬 | 0.75% | 00.0% | 不變 |
| Reitz Capital Advisors LLC | 6,652 | $74.9 萬 | 0.67% | −650−8.9% | 減碼 |
| Hexagon Capital Partners LLC | 6,648 | $74.9 萬 | 0.22% | +1,489+28.9% | 加碼 |
| Paragon Private Wealth Management, LLC | 6,675 | $75.2 萬 | 0.80% | +226+3.5% | 加碼 |
| Concorde Asset Management, LLC | 5,252 | $75.2 萬 | 1.13% | +37+0.7% | 加碼 |
| Iron Financial, LLC | 6,686 | $75.3 萬 | 0.39% | −238−3.4% | 減碼 |
| AlphaStar Capital Management, LLC | 6,706 | $75.5 萬 | 0.07% | +202+3.1% | 加碼 |
| Successful Portfolios LLC | 6,718 | $75.6 萬 | 0.51% | −120−1.8% | 減碼 |
| CapWealth Advisors, LLC | 6,719 | $75.7 萬 | 0.09% | −2,048−23.4% | 減碼 |
| Trinity Legacy Partners, LLC | 6,719 | $75.8 萬 | 0.29% | −32,335−82.8% | 減碼 |
| Meridian Investment Counsel Inc. | 6,730 | $75.8 萬 | 0.31% | 00.0% | 不變 |
| First Command Bank | 6,752 | $76.0 萬 | 0.11% | −140−2.0% | 減碼 |
| First Command Financial Services, Inc. | 6,752 | $76.0 萬 | 0.11% | −140−2.0% | 減碼 |
| First National Bank of Hutchinson | 6,769 | $76.2 萬 | 0.57% | +10+0.1% | 加碼 |
| Portland Investment Counsel Inc. | 6,780 | $76.3 萬 | 0.38% | 00.0% | 不變 |
| Kolinsky Wealth Management, LLC | 6,795 | $76.5 萬 | 0.90% | −46−0.7% | 減碼 |
| Greylin Investment Mangement Inc | 6,800 | $76.6 萬 | 0.15% | −50−0.7% | 減碼 |
| Winmill & Co. Inc | 6,800 | $76.6 萬 | 0.28% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 6,810 | $76.7 萬 | 0.21% | −256−3.6% | 減碼 |
| Private Wealth Advisors | 6,387 | $76.7 萬 | 0.28% | +18+0.3% | 加碼 |
| Okabena Investment Services Inc | 6,821 | $76.8 萬 | 0.39% | +600+9.6% | 加碼 |
| Garrett Investment Advisors LLC | 6,830 | $76.9 萬 | 0.22% | +1,349+24.6% | 加碼 |
| Consilium Wealth Advisory, LLC | 6,834 | $77.0 萬 | 0.83% | +406+6.3% | 加碼 |
| Round Rock Advisors, LLC | 6,836 | $77.0 萬 | 0.35% | +1,169+20.6% | 加碼 |
| Michael B. Yongue | 6,851 | $77.1 萬 | 0.68% | −116−1.7% | 減碼 |
| REDW Wealth LLC | 6,843 | $77.1 萬 | 0.28% | +103+1.5% | 加碼 |
| Tennessee Valley Asset Management Partners | 6,856 | $77.2 萬 | 0.30% | +222+3.3% | 加碼 |
| Fullen Financial Group | 6,855 | $77.2 萬 | 0.50% | +307+4.7% | 加碼 |
| Kowal Investment Group, LLC | 6,863 | $77.3 萬 | 0.25% | +1,351+24.5% | 加碼 |
| Cable Hill Partners, LLC | 6,874 | $77.4 萬 | 0.19% | +349+5.3% | 加碼 |
| Atlas Capital Advisors LLC | 6,882 | $77.5 萬 | 0.13% | −235−3.3% | 減碼 |
| First National Bank Sioux Falls | 6,882 | $77.5 萬 | 0.99% | −474−6.4% | 減碼 |
| Probity Advisors, Inc. | 6,886 | $77.5 萬 | 0.18% | −31−0.4% | 減碼 |
| Zimmermann Investment Management & Planning LLC | 6,882 | $77.5 萬 | 0.53% | +146+2.2% | 加碼 |