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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 51,024 | $574.6 萬 | 0.64% | −522−1.0% | 減碼 |
| EagleClaw Capital Managment, LLC | 51,004 | $574.4 萬 | 1.56% | −593−1.1% | 減碼 |
| Duality Advisers, LP | 51,003 | $574.3 萬 | 0.57% | +51,003 | 新進 |
| Martin Capital Partners, LLC | 50,804 | $572.1 萬 | 2.71% | +2,793+5.8% | 加碼 |
| Sargent Bickham Lagudis LLC | 50,717 | $571.1 萬 | 0.49% | +473+0.9% | 加碼 |
| Pittenger & Anderson Inc | 50,581 | $569.6 萬 | 0.33% | +1,561+3.2% | 加碼 |
| Avitas Wealth Management LLC | 50,378 | $567.3 萬 | 1.24% | +2,636+5.5% | 加碼 |
| Baldwin Investment Management, LLC | 50,362 | $567.1 萬 | 1.94% | −1,586−3.1% | 減碼 |
| Pacer Advisors, Inc. | 50,345 | $566.9 萬 | 0.04% | −101,593−66.9% | 減碼 |
| Roundview Capital LLC | 50,191 | $565.2 萬 | 0.68% | −608−1.2% | 減碼 |
| Aviance Capital Partners, LLC | 50,181 | $565.1 萬 | 1.26% | +1,885+3.9% | 加碼 |
| Schulhoff & Co Inc | 50,137 | $564.5 萬 | 2.64% | +605+1.2% | 加碼 |
| Bizma Investimentos Ltda | 50,000 | $563.1 萬 | 4.02% | 00.0% | 不變 |
| Tegean Capital Management, LLC | 50,000 | $563.1 萬 | 0.25% | +50,000 | 新進 |
| McRae Capital Management Inc | 49,766 | $560.4 萬 | 1.52% | +2,264+4.8% | 加碼 |
| Signaturefd, LLC | 49,757 | $560.3 萬 | 0.19% | −972−1.9% | 減碼 |
| Citizens National Bank Trust Department | 49,663 | $559.3 萬 | 1.61% | +20,760+71.8% | 加碼 |
| Compton Capital Management Inc | 49,640 | $559.0 萬 | 3.08% | −26,530−34.8% | 減碼 |
| Bridge Creek Capital Management LLC | 49,459 | $557.0 萬 | 2.27% | +1,150+2.4% | 加碼 |
| Stony Point Wealth Management Inc. | 49,368 | $555.9 萬 | 3.63% | +1,605+3.4% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 48,814 | $555.9 萬 | 0.23% | +2,768+6.0% | 加碼 |
| Harrell Investment Partners, LLC | 49,181 | $553.8 萬 | 2.26% | +2,706+5.8% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 49,146 | $553.4 萬 | 1.16% | +1,815+3.8% | 加碼 |
| Pariax, LLC | 48,981 | $551.6 萬 | 6.09% | +5,510+12.7% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 48,943 | $551.3 萬 | 0.72% | −871−1.7% | 減碼 |
| Ipswich Investment Management Co., Inc. | 48,941 | $551.1 萬 | 1.59% | −3,496−6.7% | 減碼 |
| American Money Management, LLC | 48,863 | $550.2 萬 | 1.60% | +5,932+13.8% | 加碼 |
| Beacon Financial Group | 47,162 | $549.9 萬 | 0.82% | +405+0.9% | 加碼 |
| Axxcess Wealth Management, LLC | 48,916 | $548.6 萬 | 0.54% | +1,396+2.9% | 加碼 |
| Covington Investment Advisors Inc. | 48,626 | $547.6 萬 | 1.38% | −154−0.3% | 減碼 |
| Gibraltar Capital Management, Inc. | 48,629 | $547.6 萬 | 2.66% | +6,448+15.3% | 加碼 |
| Adalta Capital Management LLC | 48,599 | $547.3 萬 | 3.55% | −10,300−17.5% | 減碼 |
| Metis Global Partners, LLC | 48,583 | $547.1 萬 | 0.88% | +1,379+2.9% | 加碼 |
| Harbour Capital Advisors, LLC | 48,494 | $546.1 萬 | 1.78% | +34+0.1% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 48,496 | $546.1 萬 | 1.49% | +2,396+5.2% | 加碼 |
| Wittenberg Investment Management, Inc. | 48,292 | $543.8 萬 | 2.30% | −150−0.3% | 減碼 |
| Frisch Financial Group, Inc. | 48,289 | $543.8 萬 | 2.10% | +590+1.2% | 加碼 |
| Westfield Capital Management Co LP | 48,251 | $543.4 萬 | 0.04% | +17,056+54.7% | 加碼 |
| HGK Asset Management Inc | 48,193 | $542.7 萬 | 1.98% | −1,360−2.7% | 減碼 |
| Nixon Peabody Trust Co | 48,066 | $541.3 萬 | 2.45% | −2,923−5.7% | 減碼 |
| Elk River Wealth Management, LLC | 47,933 | $539.8 萬 | 1.37% | −261−0.5% | 減碼 |
| Stratos Wealth Advisors, LLC | 47,933 | $539.8 萬 | 0.49% | +2,993+6.7% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 47,855 | $538.9 萬 | 0.54% | +447+0.9% | 加碼 |
| Whalerock Point Partners, LLC | 47,825 | $538.6 萬 | 2.28% | +923+2.0% | 加碼 |
| Cumberland Advisors Inc | 47,815 | $538.4 萬 | 1.79% | −4,625−8.8% | 減碼 |
| Wellington Shields & Co., LLC | 47,810 | $538.4 萬 | 1.30% | −1,773−3.6% | 減碼 |
| Wintrust Investments LLC | 47,779 | $538.0 萬 | 0.64% | +500+1.1% | 加碼 |
| McKinley Capital Management LLC /Delaware | 47,670 | $536.8 萬 | 0.70% | 00.0% | 不變 |
| Traynor Capital Management, Inc. | 47,676 | $536.8 萬 | 0.93% | +2,668+5.9% | 加碼 |
| Parthenon LLC | 47,592 | $535.9 萬 | 0.91% | 00.0% | 不變 |
| CPWM, LLC | 47,316 | $532.8 萬 | 0.47% | +5,625+13.5% | 加碼 |
| Garland Capital Management Inc | 47,295 | $532.6 萬 | 3.98% | −1,195−2.5% | 減碼 |
| Red Door Wealth Management, LLC | 47,183 | $531.3 萬 | 1.97% | +1,685+3.7% | 加碼 |
| Meridian Wealth Advisors, LLC | 47,032 | $529.6 萬 | 1.41% | +3,366+7.7% | 加碼 |
| Journey Advisory Group, LLC | 46,208 | $527.7 萬 | 1.21% | +10,435+29.2% | 加碼 |
| Berkshire Bank | 46,837 | $527.4 萬 | 1.54% | +389+0.8% | 加碼 |
| Eudaimonia Partners, LLC | 46,704 | $525.9 萬 | 0.97% | −7,884−14.4% | 減碼 |
| GDS Wealth Management | 46,704 | $525.9 萬 | 1.18% | +16,979+57.1% | 加碼 |
| Pendal Group Limited | 46,672 | $525.6 萬 | 0.05% | +13,170+39.3% | 加碼 |
| Asset Planning Services Inc | 46,632 | $525.1 萬 | 3.44% | +475+1.0% | 加碼 |
| Brave Asset Management Inc | 46,535 | $524.0 萬 | 2.36% | +1,809+4.0% | 加碼 |
| Hallmark Capital Management Inc | 46,421 | $522.7 萬 | 0.49% | −57−0.1% | 減碼 |
| Lake Street Advisors Group, LLC | 46,372 | $522.2 萬 | 0.37% | +2,771+6.4% | 加碼 |
| Baker Ellis Asset Management LLC | 46,349 | $521.9 萬 | 1.08% | +1,413+3.1% | 加碼 |
| Ballentine Partners, LLC | 46,210 | $520.3 萬 | 0.18% | −1,201−2.5% | 減碼 |
| Private Trust Co NA | 46,154 | $519.7 萬 | 0.81% | −36,499−44.2% | 減碼 |
| Community Bank & Trust, Waco, Texas | 45,951 | $517.5 萬 | 1.71% | +1,477+3.3% | 加碼 |
| Philadelphia Trust Co | 45,842 | $516.2 萬 | 0.53% | −12,369−21.2% | 減碼 |
| Davy Global Fund Management Ltd | 45,837 | $516.2 萬 | 1.02% | −342−0.7% | 減碼 |
| Gotham Asset Management, LLC | 45,745 | $515.1 萬 | 0.17% | +6,043+15.2% | 加碼 |
| Nelson Capital Management, LLC | 45,720 | $514.9 萬 | 1.42% | −2,251−4.7% | 減碼 |
| Strategic Wealth Designers | 45,473 | $512.1 萬 | 1.28% | +9,173+25.3% | 加碼 |
| Guyasuta Investment Advisors Inc | 45,373 | $510.9 萬 | 0.40% | +1,361+3.1% | 加碼 |
| Cutler Group LP | 45,357 | $510.7 萬 | 0.70% | +24,773+120.4% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 45,350 | $510.6 萬 | 1.56% | +440+1.0% | 加碼 |
| Kempen Capital Management N.V. | 45,327 | $510.4 萬 | 0.18% | +2,205+5.1% | 加碼 |
| Vident Investment Advisory, LLC | 45,229 | $509.2 萬 | 0.15% | +5,882+14.9% | 加碼 |
| Smithbridge Asset Management Inc | 45,185 | $508.8 萬 | 1.97% | +273+0.6% | 加碼 |
| Selway Asset Management | 44,920 | $505.8 萬 | 2.81% | +900+2.0% | 加碼 |
| Exchange Traded Concepts, LLC | 44,806 | $504.6 萬 | 0.15% | +4,123+10.1% | 加碼 |
| Paradigm Asset Management Co LLC | 44,591 | $502.1 萬 | 1.54% | +5,100+12.9% | 加碼 |
| Harbor Advisory Corp | 44,580 | $502.0 萬 | 2.20% | +12,264+38.0% | 加碼 |
| Assenagon Asset Management S.A. | 44,514 | $501.3 萬 | 0.02% | +804+1.8% | 加碼 |
| Brown Miller Wealth Management, LLC | 44,323 | $499.1 萬 | 3.40% | +510+1.2% | 加碼 |
| Boothbay Fund Management, LLC | 44,292 | $498.8 萬 | 0.17% | +44,292 | 新進 |
| Strategic Advisors LLC | 44,269 | $498.5 萬 | 1.04% | +915+2.1% | 加碼 |
| Alpha Omega Wealth Management LLC | 44,156 | $497.2 萬 | 0.89% | +6,492+17.2% | 加碼 |
| Marietta Wealth Management, LLC | 44,007 | $495.6 萬 | 1.20% | +1,390+3.3% | 加碼 |
| Gamble Jones Investment Counsel | 43,997 | $495.5 萬 | 0.37% | +641+1.5% | 加碼 |
| Souders Financial Advisors | 43,929 | $494.7 萬 | 1.42% | +7,909+22.0% | 加碼 |
| Parkwood LLC | 43,703 | $492.1 萬 | 0.98% | +2,885+7.1% | 加碼 |
| LVW Advisors, LLC | 43,666 | $491.7 萬 | 1.03% | +1,320+3.1% | 加碼 |
| DT Investment Partners, LLC | 43,541 | $490.4 萬 | 0.73% | +1,924+4.6% | 加碼 |
| PFG Advisors | 43,501 | $489.9 萬 | 0.55% | +2,628+6.4% | 加碼 |
| Shorepoint Capital Partners LLC | 43,488 | $489.7 萬 | 2.07% | +3,208+8.0% | 加碼 |
| Greenline Partners, LLC | 43,426 | $489.0 萬 | 1.06% | −40−0.1% | 減碼 |
| Desjardins Global Asset Management Inc. | 43,389 | $488.6 萬 | 0.64% | −68,299−61.2% | 減碼 |
| Univest Financial Corp | 43,343 | $488.1 萬 | 1.59% | +1,752+4.2% | 加碼 |
| Fulton Bank, N.A. | 43,225 | $486.8 萬 | 0.27% | +1,280+3.1% | 加碼 |
| Meeder Asset Management Inc | 43,224 | $486.8 萬 | 0.28% | +5,186+13.6% | 加碼 |