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
- 3,427
- 較 2022 年第 1 季 −39 家
- 持有股數
- 20.4 億
- 較 2022 年第 1 季 +563.1 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 1,781 家加碼
- 清倉機構
- 178
- 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 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $2,789 億 |
| 2021 年第 4 季 | 3,595 | $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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 60,361 | $679.7 萬 | 0.09% | +6,366+11.8% | 加碼 |
| Banco BTG Pactual S.A. | 60,189 | $677.8 萬 | 4.40% | +189+0.3% | 加碼 |
| Perennial Advisors, LLC | 60,135 | $677.2 萬 | 2.11% | +1,010+1.7% | 加碼 |
| Assetmark, Inc | 60,017 | $675.9 萬 | 0.03% | +22,015+57.9% | 加碼 |
| Nwi Management LP | 60,000 | $675.7 萬 | 1.43% | 00.0% | 不變 |
| Bright Rock Capital Management, LLC | 60,000 | $675.7 萬 | 1.82% | 00.0% | 不變 |
| Constitution Capital LLC | 59,833 | $673.8 萬 | 4.32% | −13,950−18.9% | 減碼 |
| Fundamentun, LLC | 59,741 | $672.8 萬 | 1.27% | +1,981+3.4% | 加碼 |
| Security Asset Management | 59,729 | $672.6 萬 | 3.69% | −15,422−20.5% | 減碼 |
| Fulcrum Capital LLC | 59,669 | $671.9 萬 | 2.11% | +3,330+5.9% | 加碼 |
| Foster & Motley Inc | 59,631 | $671.5 萬 | 0.59% | −4,054−6.4% | 減碼 |
| Profund Advisors LLC | 59,378 | $668.7 萬 | 0.42% | −22,855−27.8% | 減碼 |
| Hartford Financial Management Inc. | 59,343 | $668.3 萬 | 1.85% | −99−0.2% | 減碼 |
| Bank of Hawaii | 59,318 | $668.0 萬 | 0.43% | −193−0.3% | 減碼 |
| Fort Sheridan Advisors LLC | 59,194 | $666.6 萬 | 2.17% | +4,569+8.4% | 加碼 |
| Independent Investors Inc | 59,149 | $666.1 萬 | 1.80% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 59,128 | $665.8 萬 | 1.23% | +767+1.3% | 加碼 |
| BKD Wealth Advisors, LLC | 58,971 | $664.1 萬 | 0.27% | +8,329+16.4% | 加碼 |
| Naples Global Advisors, LLC | 58,938 | $663.7 萬 | 0.86% | +3,819+6.9% | 加碼 |
| Carmel Capital Management L.L.C. | 58,818 | $662.3 萬 | 4.10% | +1,750+3.1% | 加碼 |
| Gifford Fong Associates | 58,800 | $662.1 萬 | 1.54% | 00.0% | 不變 |
| Power Corp of Canada | 58,785 | $662.0 萬 | 1.34% | +1,493+2.6% | 加碼 |
| Sowell Financial Services LLC | 58,721 | $661.3 萬 | 0.61% | +45,081+330.5% | 加碼 |
| Ropes Wealth Advisors LLC | 58,718 | $661.2 萬 | 1.36% | +216+0.4% | 加碼 |
| Gladstone Institutional Advisory LLC | 58,688 | $660.9 萬 | 0.52% | +2,976+5.3% | 加碼 |
| Stokes Family Office, LLC | 58,630 | $660.2 萬 | 0.90% | +3,562+6.5% | 加碼 |
| Bard Financial Services, Inc. | 58,515 | $658.9 萬 | 0.60% | +675+1.2% | 加碼 |
| River Wealth Advisors LLC | 58,323 | $656.8 萬 | 1.21% | +2,100+3.7% | 加碼 |
| Harvey Capital Management Inc | 58,292 | $656.4 萬 | 2.56% | −4,050−6.5% | 減碼 |
| Western Wealth Management, LLC | 57,772 | $654.0 萬 | 0.38% | −11,198−16.2% | 減碼 |
| First Western Trust Bank | 56,670 | $653.4 萬 | 0.43% | −3,593−6.0% | 減碼 |
| Channing Capital Management, LLC | 57,995 | $653.1 萬 | 0.21% | +57,995 | 新進 |
| Princeton Global Asset Management LLC | 57,903 | $652.0 萬 | 2.11% | +321+0.6% | 加碼 |
| Cyrus J. Lawrence, LLC | 57,744 | $650.3 萬 | 1.87% | −28,520−33.1% | 減碼 |
| Buckingham Capital Management, Inc. | 57,685 | $649.6 萬 | 1.22% | −12,142−17.4% | 減碼 |
| Arrow Financial Corp | 57,652 | $649.3 萬 | 0.89% | −729−1.2% | 減碼 |
| Terry L. Blaker | 57,580 | $648.4 萬 | 0.64% | +1,194+2.1% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 57,575 | $648.4 萬 | 0.08% | +1,488+2.7% | 加碼 |
| McDonald Partners LLC | 57,501 | $647.5 萬 | 1.65% | +2,837+5.2% | 加碼 |
| Rocky Mountain Advisers, LLC | 57,491 | $647.4 萬 | 7.98% | +26,004+82.6% | 加碼 |
| Boyar Asset Management Inc. | 57,437 | $646.8 萬 | 5.34% | −4,216−6.8% | 減碼 |
| Apriem Advisors | 57,355 | $645.9 萬 | 1.11% | −2,040−3.4% | 減碼 |
| RPG Investment Advisory, LLC | 57,361 | $645.9 萬 | 1.31% | +15,883+38.3% | 加碼 |
| Paradiem, LLC | 57,266 | $644.9 萬 | 2.44% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 57,258 | $644.8 萬 | 1.36% | +2,746+5.0% | 加碼 |
| Family Capital Trust Co | 57,077 | $642.7 萬 | 2.55% | +730+1.3% | 加碼 |
| AMG National Trust Bank | 55,843 | $639.4 萬 | 0.24% | −1,772−3.1% | 減碼 |
| Meiji Yasuda Life Insurance Co | 56,636 | $637.8 萬 | 0.11% | +14,368+34.0% | 加碼 |
| Mirador Capital Partners LP | 56,507 | $636.3 萬 | 1.50% | +2,515+4.7% | 加碼 |
| Cutler Investment Counsel LLC | 56,482 | $636.0 萬 | 1.00% | +302+0.5% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 56,448 | $635.7 萬 | 0.69% | +1,984+3.6% | 加碼 |
| Dakota Wealth Management | 56,443 | $635.6 萬 | 0.59% | −33,130−37.0% | 減碼 |
| Lynch & Associates | 56,434 | $635.5 萬 | 1.73% | +1,087+2.0% | 加碼 |
| ProVise Management Group, LLC | 56,282 | $633.8 萬 | 0.68% | +28,968+106.1% | 加碼 |
| Stolper Co | 56,205 | $632.9 萬 | 2.97% | +813+1.5% | 加碼 |
| North Star Asset Management Inc | 55,899 | $629.5 萬 | 0.41% | +2,020+3.7% | 加碼 |
| Centiva Capital, LP | 55,778 | $628.1 萬 | 0.36% | +51,610+1,238.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 55,752 | $627.9 萬 | 0.64% | +4,047+7.8% | 加碼 |
| Autus Asset Management, LLC | 55,625 | $626.5 萬 | 1.12% | −267−0.5% | 減碼 |
| Bray Capital Advisors | 55,525 | $625.3 萬 | 1.87% | +268+0.5% | 加碼 |
| Pine Ridge Advisers LLC | 55,500 | $625.0 萬 | 2.03% | 00.0% | 不變 |
| McGinn Investment Management, Inc. | 55,487 | $624.8 萬 | 4.96% | +230.0% | 加碼 |
| Wealth Advisory Solutions, LLC | 55,464 | $624.5 萬 | 1.54% | +1,497+2.8% | 加碼 |
| M&R Capital Management Inc | 55,328 | $623.0 萬 | 1.63% | −749−1.3% | 減碼 |
| American Trust | 55,149 | $621.1 萬 | 0.50% | +74+0.1% | 加碼 |
| KG&L Capital Management,LLC | 54,981 | $619.1 萬 | 3.34% | +182+0.3% | 加碼 |
| Icon Advisers Inc | 54,940 | $618.7 萬 | 1.43% | 00.0% | 不變 |
| Stoneridge Investment Partners LLC | 54,737 | $616.4 萬 | 3.39% | +15,950+41.1% | 加碼 |
| RBF Capital, LLC | 46,000 | $615.2 萬 | 0.43% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 54,602 | $614.9 萬 | 1.65% | −44,470−44.9% | 減碼 |
| Rench Wealth Management, Inc. | 54,520 | $614.0 萬 | 3.15% | +1,149+2.2% | 加碼 |
| Meritage Portfolio Management | 54,418 | $612.8 萬 | 0.48% | +698+1.3% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 54,399 | $612.6 萬 | 2.09% | +1,862+3.5% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 54,165 | $610.0 萬 | 0.52% | +27,452+102.8% | 加碼 |
| Radnor Capital Management, LLC | 54,120 | $609.4 萬 | 1.67% | +200+0.4% | 加碼 |
| Veriti Management LLC | 54,032 | $608.5 萬 | 0.85% | +4,836+9.8% | 加碼 |
| Harbor Investment Advisory, LLC | 53,868 | $606.6 萬 | 0.97% | −1,253−2.3% | 減碼 |
| Investment Management of Virginia LLC | 53,736 | $605.1 萬 | 1.25% | +460+0.9% | 加碼 |
| Lake Street Financial LLC | 53,641 | $604.1 萬 | 1.29% | +767+1.5% | 加碼 |
| Sanders Morris Harris LLC | 52,659 | $598.8 萬 | 1.31% | −4,298−7.5% | 減碼 |
| Capstone Financial Advisors, Inc. | 53,107 | $598.0 萬 | 0.51% | +310+0.6% | 加碼 |
| Jump Financial, LLC | 53,025 | $597.2 萬 | 0.26% | +44,609+530.0% | 加碼 |
| Cadence Bank NA | 52,959 | $596.4 萬 | 1.93% | −1,829−3.3% | 減碼 |
| Redmond Asset Management, LLC | 52,958 | $596.4 萬 | 2.14% | +13,008+32.6% | 加碼 |
| Sompo Asset Management Co., Ltd. | 52,880 | $595.4 萬 | 1.51% | −970−1.8% | 減碼 |
| Windward Capital Management Co | 52,756 | $594.1 萬 | 0.64% | +315+0.6% | 加碼 |
| Ballast Advisors LLC | 52,665 | $593.1 萬 | 2.67% | +821+1.6% | 加碼 |
| Pacific Global Investment Management CO | 52,658 | $593.0 萬 | 1.40% | +1,214+2.4% | 加碼 |
| Bangor Savings Bank | 52,617 | $592.5 萬 | 0.64% | +11,118+26.8% | 加碼 |
| Wright Investors Service Inc | 52,494 | $591.2 萬 | 1.69% | −12,899−19.7% | 減碼 |
| Miracle Mile Advisors, LLC | 52,385 | $589.9 萬 | 0.28% | +23,134+79.1% | 加碼 |
| Cardinal Capital Management | 52,364 | $589.7 萬 | 1.35% | +800+1.6% | 加碼 |
| Walter & Keenan Financial Consulting Co | 52,226 | $588.1 萬 | 2.32% | −112−0.2% | 減碼 |
| Resources Investment Advisors, LLC. | 52,158 | $587.4 萬 | 0.25% | +967+1.9% | 加碼 |
| Ascent Wealth Partners, LLC | 51,395 | $581.1 萬 | 1.31% | −573−1.1% | 減碼 |
| First Interstate Bank | 51,597 | $581.1 萬 | 0.44% | +13,636+35.9% | 加碼 |
| First Hawaiian Bank | 51,598 | $581.0 萬 | 0.21% | −14,511−22.0% | 減碼 |
| Hamel Associates, Inc. | 51,277 | $577.5 萬 | 2.28% | +30+0.1% | 加碼 |
| Churchill Management Corp | 51,255 | $577.2 萬 | 0.14% | −589−1.1% | 減碼 |
| Ami Investment Management Inc | 51,119 | $575.7 萬 | 2.99% | +1,525+3.1% | 加碼 |