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 |
|---|---|---|---|---|---|
| Horan Capital Advisors, LLC. | 37,111 | $417.9 萬 | 1.94% | +129+0.3% | 加碼 |
| Permanens Capital L.P. | 37,091 | $417.7 萬 | 0.84% | 00.0% | 不變 |
| IMA Wealth, Inc. | 37,096 | $417.7 萬 | 1.02% | +3,942+11.9% | 加碼 |
| Vectors Research Management, LLC | 37,067 | $417.4 萬 | 1.06% | −3,631−8.9% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37,045 | $417.0 萬 | 0.42% | +683+1.9% | 加碼 |
| Excalibur Management Corp | 36,961 | $416.2 萬 | 2.17% | −307−0.8% | 減碼 |
| Next Level Private LLC | 36,942 | $416.0 萬 | 1.60% | −1,302−3.4% | 減碼 |
| Chemistry Wealth Management LLC | 36,942 | $416.0 萬 | 1.60% | −214−0.6% | 減碼 |
| Trustcore Financial Services, LLC | 36,911 | $415.7 萬 | 0.39% | +1,444+4.1% | 加碼 |
| Magnus Financial Group LLC | 36,840 | $414.9 萬 | 0.76% | +2,965+8.8% | 加碼 |
| Bessemer Securities LLC | 36,831 | $414.8 萬 | 1.45% | +7,050+23.7% | 加碼 |
| Harbour Investments, Inc. | 36,831 | $414.8 萬 | 0.28% | +36,831 | 新進 |
| Systematic Alpha Investments, LLC | 36,804 | $414.4 萬 | 0.23% | −5,200−12.4% | 減碼 |
| Founders Capital Management | 36,801 | $414.4 萬 | 3.27% | +11,235+43.9% | 加碼 |
| Capital Analysts, LLC | 36,747 | $413.8 萬 | 0.29% | +450+1.2% | 加碼 |
| Strategic Wealth Partners, Ltd. | 36,746 | $413.8 萬 | 0.89% | +1,056+3.0% | 加碼 |
| Exchange Capital Management, Inc. | 36,730 | $413.6 萬 | 0.90% | +4,488+13.9% | 加碼 |
| Rpo LLC | 36,707 | $413.4 萬 | 1.12% | +36,707 | 新進 |
| Van Eck Associates Corp | 36,673 | $412.9 萬 | 0.01% | +8,847+31.8% | 加碼 |
| Eagle Asset Management Inc | 36,604 | $412.2 萬 | 0.03% | −774,657−95.5% | 減碼 |
| Bank of New Hampshire | 36,601 | $412.2 萬 | 1.19% | −3,105−7.8% | 減碼 |
| MidWestOne Financial Group, Inc. | 36,472 | $410.7 萬 | 1.02% | +2,530+7.5% | 加碼 |
| Hedeker Wealth, LLC | 35,858 | $410.6 萬 | 1.42% | −2,755−7.1% | 減碼 |
| Coerente Capital Management | 36,449 | $410.4 萬 | 0.92% | +995+2.8% | 加碼 |
| Connable Office Inc | 36,422 | $410.1 萬 | 0.63% | 00.0% | 不變 |
| Canal Capital Management, LLC | 36,411 | $410.0 萬 | 1.22% | +2,869+8.6% | 加碼 |
| Chemung Canal Trust Co | 36,347 | $409.3 萬 | 0.93% | −1,192−3.2% | 減碼 |
| TrinityPoint Wealth, LLC | 36,328 | $409.1 萬 | 0.90% | +160+0.4% | 加碼 |
| Clarius Group, LLC | 36,277 | $408.5 萬 | 0.41% | +717+2.0% | 加碼 |
| Duncker Streett & Co Inc | 36,241 | $408.1 萬 | 0.98% | −192−0.5% | 減碼 |
| Focus Financial Network, Inc. | 36,222 | $407.9 萬 | 0.34% | +29+0.1% | 加碼 |
| Providence Capital Advisors, LLC | 36,167 | $407.3 萬 | 1.19% | −1,671−4.4% | 減碼 |
| Varma Mutual Pension Insurance Co | 36,125 | $406.8 萬 | 0.07% | 00.0% | 不變 |
| Peterson Wealth Services | 36,118 | $406.7 萬 | 2.93% | +2,947+8.9% | 加碼 |
| GFS Advisors, LLC | 36,073 | $406.2 萬 | 0.91% | +18,955+110.7% | 加碼 |
| Unison Asset Management LLC | 35,929 | $404.6 萬 | 3.95% | +3,302+10.1% | 加碼 |
| Baugh & Associates, LLC | 35,909 | $404.4 萬 | 2.72% | −402−1.1% | 減碼 |
| Close Asset Management Ltd | 35,841 | $403.7 萬 | 0.19% | −37,418−51.1% | 減碼 |
| Cottage Street Advisors LLC | 35,692 | $401.9 萬 | 3.02% | −975−2.7% | 減碼 |
| HNP Capital LLC | 35,460 | $399.3 萬 | 1.10% | −2,979−7.7% | 減碼 |
| Buckhead Capital Management LLC | 35,413 | $398.8 萬 | 0.99% | −807−2.2% | 減碼 |
| Legacy Financial Advisors, Inc. | 35,361 | $398.2 萬 | 0.99% | +1,032+3.0% | 加碼 |
| Lakeview Capital Partners, LLC | 35,230 | $396.7 萬 | 2.28% | +2,223+6.7% | 加碼 |
| Family Management Corp | 35,072 | $394.9 萬 | 1.12% | −2,682−7.1% | 減碼 |
| Augustine Asset Management Inc | 34,985 | $394.0 萬 | 2.42% | −2,847−7.5% | 減碼 |
| Edgestream Partners, L.P. | 34,951 | $393.6 萬 | 0.31% | −15,094−30.2% | 減碼 |
| Kavar Capital Partners Group, LLC | 34,878 | $392.8 萬 | 0.91% | +2,129+6.5% | 加碼 |
| Ronald Blue Trust, Inc. | 28,770 | $392.2 萬 | 0.06% | +28,770 | 新進 |
| AdvisorNet Financial, Inc | 34,813 | $392.0 萬 | 0.39% | −4,656−11.8% | 減碼 |
| Grandfield & Dodd, LLC | 34,776 | $392.0 萬 | 0.31% | −250−0.7% | 減碼 |
| ARGI Investment Services, LLC | 34,810 | $392.0 萬 | 0.13% | +2,059+6.3% | 加碼 |
| Country Club Bank | 33,940 | $391.3 萬 | 0.36% | +1,465+4.5% | 加碼 |
| Wasatch Advisors Inc | 34,709 | $390.9 萬 | 0.02% | +500+1.5% | 加碼 |
| E&G Advisors, LP | 34,652 | $390.2 萬 | 1.32% | +350+1.0% | 加碼 |
| Montecito Bank & Trust | 34,634 | $390.0 萬 | 0.93% | −3,812−9.9% | 減碼 |
| Comerica Securities,inc. | 34,546 | $389.0 萬 | 0.29% | +3,926+12.8% | 加碼 |
| Washington Trust Advisors, Inc. | 34,540 | $388.9 萬 | 0.34% | −2,647−7.1% | 減碼 |
| Exencial Wealth Advisors, LLC | 34,499 | $388.5 萬 | 0.22% | +2,365+7.4% | 加碼 |
| Essex LLC | 34,495 | $388.4 萬 | 1.20% | +930+2.8% | 加碼 |
| Quadrant Capital Group LLC | 34,383 | $387.2 萬 | 0.52% | +1,673+5.1% | 加碼 |
| Strategic Financial Services, Inc, | 34,340 | $386.7 萬 | 0.33% | −853−2.4% | 減碼 |
| BOK Financial Private Wealth, Inc. | 34,332 | $386.6 萬 | 0.34% | −22,738−39.8% | 減碼 |
| Boston Research & Management Inc | 34,223 | $385.3 萬 | 1.25% | +1,280+3.9% | 加碼 |
| Summit Global Investments | 34,183 | $384.9 萬 | 0.34% | −1,100−3.1% | 減碼 |
| Redwood Investments, LLC | 34,154 | $384.6 萬 | 0.43% | −11,434−25.1% | 減碼 |
| Baader Bank INC | 34,125 | $384.3 萬 | 0.38% | 00.0% | 不變 |
| Headinvest, LLC | 34,102 | $384.0 萬 | 0.85% | −142−0.4% | 減碼 |
| First Personal Financial Services | 34,072 | $383.7 萬 | 1.07% | +1,641+5.1% | 加碼 |
| JB Capital LLC | 34,008 | $383.0 萬 | 0.41% | +1,780+5.5% | 加碼 |
| Stone Point Wealth LLC | 34,006 | $382.9 萬 | 2.29% | +316+0.9% | 加碼 |
| CSS LLC | 34,000 | $382.9 萬 | 0.18% | +4,000+13.3% | 加碼 |
| Annex Advisory Services, LLC | 33,975 | $382.6 萬 | 0.28% | +1,392+4.3% | 加碼 |
| Wealthspire Advisors, LLC | 33,928 | $382.1 萬 | 0.08% | +7,276+27.3% | 加碼 |
| BerganKDV Wealth Management, LLC | 33,916 | $381.9 萬 | 0.44% | +24,649+266.0% | 加碼 |
| Good Life Advisors, LLC | 33,904 | $381.8 萬 | 0.53% | +1,367+4.2% | 加碼 |
| DF Dent & Co Inc | 33,831 | $381.0 萬 | 0.05% | −3,866−10.3% | 減碼 |
| TFG Advisers LLC | 33,745 | $380.0 萬 | 2.02% | +929+2.8% | 加碼 |
| Hohimer Wealth Management, LLC | 33,698 | $379.5 萬 | 1.12% | −7,234−17.7% | 減碼 |
| Brighton Jones LLC | 33,694 | $379.4 萬 | 0.22% | −253−0.7% | 減碼 |
| Capital Investment Advisory Services, LLC | 33,628 | $378.7 萬 | 0.46% | +1,684+5.3% | 加碼 |
| Equitable Trust Co | 33,611 | $378.5 萬 | 0.28% | −3,218−8.7% | 減碼 |
| Hodges Capital Management Inc. | 33,610 | $378.4 萬 | 0.38% | +863+2.6% | 加碼 |
| Balentine LLC | 33,545 | $377.8 萬 | 0.14% | −5,646−14.4% | 減碼 |
| Karp Capital Management Corp | 33,542 | $377.7 萬 | 0.67% | −3,146−8.6% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 33,544 | $377.7 萬 | 3.18% | +8,590+34.4% | 加碼 |
| TRUE Private Wealth Advisors | 33,463 | $376.8 萬 | 0.55% | +974+3.0% | 加碼 |
| NTV Asset Management LLC | 33,430 | $376.5 萬 | 0.74% | −45−0.1% | 減碼 |
| Monarch Capital Management Inc | 33,315 | $375.2 萬 | 1.12% | −10.0% | 減碼 |
| Pinnacle Bancorp, Inc. | 33,300 | $375.0 萬 | 1.54% | +93+0.3% | 加碼 |
| Meridian Management Co | 33,262 | $374.6 萬 | 1.45% | +274+0.8% | 加碼 |
| Lincoln Capital LLC | 33,224 | $374.1 萬 | 1.05% | +1,736+5.5% | 加碼 |
| Toroso Investments, LLC | 33,190 | $373.7 萬 | 0.14% | −5,944−15.2% | 減碼 |
| SOL Capital Management CO | 33,187 | $373.7 萬 | 0.76% | +3,130+10.4% | 加碼 |
| SeaCrest Wealth Management, LLC | 33,113 | $372.9 萬 | 0.47% | +115+0.3% | 加碼 |
| Patten Group, Inc. | 32,441 | $372.2 萬 | 1.19% | +85+0.3% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $371.6 萬 | 1.21% | 00.0% | 不變 |
| Lafayette Investments, Inc. | 32,955 | $371.1 萬 | 1.07% | +2,470+8.1% | 加碼 |
| Laidlaw Wealth Management LLC | 32,949 | $371.0 萬 | 0.76% | +2,148+7.0% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 32,927 | $370.8 萬 | 1.98% | −41−0.1% | 減碼 |
| Zuckerman Investment Group, LLC | 32,871 | $370.2 萬 | 0.67% | +2,484+8.2% | 加碼 |