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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $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 | 4,680 | $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 | 3,710 | $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 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| Quadrant Private Wealth Management, LLC | 22,318 | $251.3 萬 | 1.03% | +3,341+17.6% | 加碼 |
| River & Mercantile Asset Management LLP | 22,284 | $251.0 萬 | 0.44% | −21,363−48.9% | 減碼 |
| NVWM, LLC | 22,274 | $250.8 萬 | 0.97% | +2,854+14.7% | 加碼 |
| Pacifica Partners Inc. | 21,302 | $250.7 萬 | 1.73% | +676+3.3% | 加碼 |
| Avidian Wealth Solutions, LLC | 22,233 | $250.4 萬 | 0.18% | −2,848−11.4% | 減碼 |
| Roosevelt Investment Group LLC | 22,184 | $249.8 萬 | 0.18% | −201,667−90.1% | 減碼 |
| Wunderlich Capital Managemnt | 22,168 | $249.6 萬 | 1.45% | +275+1.3% | 加碼 |
| Leisure Capital Management | 22,136 | $249.3 萬 | 1.29% | −91−0.4% | 減碼 |
| Sawgrass Asset Management LLC | 22,121 | $249.1 萬 | 0.32% | −235−1.1% | 減碼 |
| Northcape Wealth Management, LLC | 22,103 | $248.9 萬 | 0.95% | −726−3.2% | 減碼 |
| Mayflower Financial Advisors, LLC | 22,101 | $248.9 萬 | 0.38% | −420−1.9% | 減碼 |
| Phoenix Wealth Advisors | 22,094 | $248.8 萬 | 2.45% | +499+2.3% | 加碼 |
| Adirondack Trust Co | 22,080 | $248.7 萬 | 1.33% | +209+1.0% | 加碼 |
| Intrepid Financial Planning Group LLC | 22,062 | $248.4 萬 | 1.37% | +22,062 | 新進 |
| WC Walker & Associates, Inc. | 21,964 | $248.1 萬 | 1.46% | +53+0.2% | 加碼 |
| CFM Wealth Partners LLC | 22,017 | $247.9 萬 | 0.74% | −892−3.9% | 減碼 |
| Spirit of America Management Corp | 21,992 | $247.7 萬 | 0.56% | 00.0% | 不變 |
| Little House Capital LLC | 21,942 | $247.1 萬 | 1.33% | −182−0.8% | 減碼 |
| Andra AP-fonden | 21,900 | $246.6 萬 | 0.07% | +21,900 | 新進 |
| Essex Savings Bank | 21,885 | $246.4 萬 | 0.94% | +95+0.4% | 加碼 |
| Greytown Advisors Inc. | 21,828 | $245.8 萬 | 1.39% | +90+0.4% | 加碼 |
| SOA Wealth Advisors, LLC. | 21,792 | $245.4 萬 | 0.72% | −1,072−4.7% | 減碼 |
| YHB Investment Advisors, Inc. | 21,721 | $244.6 萬 | 0.26% | +376+1.8% | 加碼 |
| Armor Investment Advisors, LLC | 21,716 | $244.5 萬 | 1.58% | −637−2.8% | 減碼 |
| UBP Investment Advisors SA | 21,672 | $244.0 萬 | 0.97% | −1,366−5.9% | 減碼 |
| Virginia Wealth Management Group, Inc. | 21,614 | $243.4 萬 | 2.34% | +308+1.4% | 加碼 |
| Proquility Private Wealth Partners, LLC | 21,596 | $243.2 萬 | 1.04% | +81+0.4% | 加碼 |
| Marks Group Wealth Management, Inc | 21,587 | $243.1 萬 | 0.35% | +14,593+208.7% | 加碼 |
| Balasa Dinverno & Foltz LLC | 21,577 | $243.0 萬 | 0.15% | −1,058−4.7% | 減碼 |
| Investment Partners, Ltd. | 21,575 | $243.0 萬 | 1.19% | +168+0.8% | 加碼 |
| Q Capital Solutions | 21,558 | $242.8 萬 | 6.05% | −37,460−63.5% | 減碼 |
| Founders Financial Alliance, LLC | 21,549 | $242.7 萬 | 1.23% | −388−1.8% | 減碼 |
| Ashfield Capital Partners, LLC | 21,515 | $242.3 萬 | 0.19% | +311+1.5% | 加碼 |
| Karpas Strategies, LLC | 21,457 | $241.6 萬 | 0.85% | +268+1.3% | 加碼 |
| Modera Wealth Management, LLC | 21,389 | $240.9 萬 | 0.11% | +1,371+6.8% | 加碼 |
| GYL Financial Synergies, LLC | 21,375 | $240.7 萬 | 0.66% | +2,034+10.5% | 加碼 |
| Andrew Hill Investment Advisors, Inc. | 21,367 | $240.6 萬 | 3.46% | +13,565+173.9% | 加碼 |
| Abacus Planning Group, Inc. | 21,361 | $240.5 萬 | 0.71% | +608+2.9% | 加碼 |
| Signature Wealth Management Partners, LLC | 21,353 | $240.5 萬 | 2.46% | +707+3.4% | 加碼 |
| Sentinel Trust Co Lba | 21,335 | $240.3 萬 | 0.37% | −54−0.3% | 減碼 |
| CNB Bank | 21,341 | $240.3 萬 | 1.55% | +775+3.8% | 加碼 |
| MCF Advisors LLC | 21,320 | $240.1 萬 | 0.25% | +7,587+55.2% | 加碼 |
| Advisor Resource Council | 21,327 | $240.1 萬 | 0.23% | +9,341+77.9% | 加碼 |
| Poehling Capital Management, LLC | 21,305 | $239.9 萬 | 0.90% | −243−1.1% | 減碼 |
| Rowland & Co Investment Counsel | 21,297 | $239.8 萬 | 0.61% | +155+0.7% | 加碼 |
| Outfitter Financial LLC | 21,228 | $239.0 萬 | 2.17% | +295+1.4% | 加碼 |
| First United Bank Trust | 21,197 | $238.7 萬 | 1.10% | −143−0.7% | 減碼 |
| Terra Nova Asset Management LLC | 21,153 | $238.2 萬 | 2.65% | −400−1.9% | 減碼 |
| Cobblestone Capital Advisors LLC | 21,156 | $238.2 萬 | 0.18% | −249−1.2% | 減碼 |
| Ledge Wealth Management, Inc. | 21,105 | $237.7 萬 | 1.46% | +6,536+44.9% | 加碼 |
| Atlas Private Wealth Management | 21,043 | $237.0 萬 | 1.62% | −1,719−7.6% | 減碼 |
| XML Financial, LLC | 20,955 | $236.0 萬 | 0.53% | −30,158−59.0% | 減碼 |
| C2C Wealth Management, LLC | 20,601 | $236.0 萬 | 0.43% | −1,100−5.1% | 減碼 |
| Elgethun Capital Management | 21,103 | $236.0 萬 | 0.92% | +217+1.0% | 加碼 |
| Affinity Wealth Management LLC | 20,835 | $235.5 萬 | 0.54% | +448+2.2% | 加碼 |
| Advisors Management Group Inc | 20,880 | $235.1 萬 | 0.82% | +177+0.9% | 加碼 |
| Northstar Asset Management LLC | 20,843 | $234.7 萬 | 0.73% | −90−0.4% | 減碼 |
| Octavia Wealth Advisors, LLC | 20,788 | $234.1 萬 | 0.61% | +1,097+5.6% | 加碼 |
| Enterprise Financial Services Corp | 20,765 | $233.9 萬 | 0.46% | −219−1.0% | 減碼 |
| Mizuho Markets Cayman LP | 20,767 | $233.9 萬 | 0.40% | +7,020+51.1% | 加碼 |
| Capital Markets Trading UK LLP | 20,670 | $232.8 萬 | 2.75% | +20,670 | 新進 |
| First PREMIER Bank | 20,641 | $232.5 萬 | 0.69% | +121+0.6% | 加碼 |
| Studio Investment Management LLC | 20,635 | $232.4 萬 | 0.81% | +323+1.6% | 加碼 |
| Titleist Asset Management, Ltd. | 20,621 | $232.2 萬 | 0.58% | +1,460+7.6% | 加碼 |
| Peachtree Investment Partners, LLC | 20,614 | $232.1 萬 | 1.45% | −1,841−8.2% | 減碼 |
| Cohen Investment Advisors LLC | 20,605 | $232.1 萬 | 1.99% | +439+2.2% | 加碼 |
| IFG Advisory, LLC | 20,580 | $231.7 萬 | 0.25% | −327−1.6% | 減碼 |
| First Commonwealth Financial Corp | 20,561 | $231.6 萬 | 0.87% | −1,955−8.7% | 減碼 |
| Affinity Investment Advisors, LLC | 20,496 | $230.8 萬 | 1.13% | +845+4.3% | 加碼 |
| Resurgent Financial Advisors LLC | 20,495 | $230.8 萬 | 1.54% | +1,352+7.1% | 加碼 |
| Alaethes Wealth LLC | 20,470 | $230.5 萬 | 1.71% | −2,623−11.4% | 減碼 |
| Knott David M Jr | 20,385 | $229.6 萬 | 1.07% | +165+0.8% | 加碼 |
| Eclectic Associates Inc | 20,368 | $229.4 萬 | 1.54% | +58+0.3% | 加碼 |
| Quantinno Capital Management LP | 20,354 | $229.2 萬 | 0.33% | +10,098+98.5% | 加碼 |
| Sugarloaf Wealth Management, LLC | 20,341 | $229.1 萬 | 0.58% | +2,438+13.6% | 加碼 |
| Royal Harbor Partners, LLC | 20,344 | $229.1 萬 | 1.57% | +20,344 | 新進 |
| Intellectus Partners, LLC | 20,288 | $228.5 萬 | 0.79% | +632+3.2% | 加碼 |
| Seascape Capital Management | 20,202 | $227.5 萬 | 1.38% | +164+0.8% | 加碼 |
| Convergence Investment Partners, LLC | 20,153 | $226.9 萬 | 1.37% | −44−0.2% | 減碼 |
| Van Cleef Asset Management,Inc | 20,141 | $226.8 萬 | 0.38% | +60.0% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $226.5 萬 | 2.42% | 00.0% | 不變 |
| Sentry Investment Management LLC | 20,113 | $226.5 萬 | 1.02% | −3,332−14.2% | 減碼 |
| Alps Advisors Inc | 20,113 | $226.5 萬 | 0.02% | +11,593+136.1% | 加碼 |
| O'Dell Group, LLC | 20,098 | $226.3 萬 | 0.80% | +391+2.0% | 加碼 |
| WMS Partners, LLC | 20,036 | $225.6 萬 | 0.35% | −98−0.5% | 減碼 |
| Tudor Investment Corp Et Al | 20,009 | $225.3 萬 | 0.07% | +20,009 | 新進 |
| Weitz Investment Management, Inc.大師韋茲投資管理 | 20,000 | $225.2 萬 | 0.12% | +3,400+20.5% | 加碼 |
| RB Capital Management, LLC | 19,943 | $224.6 萬 | 0.84% | +895+4.7% | 加碼 |
| TCG Advisory Services, LLC | 19,942 | $224.6 萬 | 0.70% | +1,921+10.7% | 加碼 |
| Aull & Monroe Investment Management Corp | 19,911 | $224.2 萬 | 1.13% | −50−0.3% | 減碼 |
| Cornerstone Wealth Management, LLC | 19,913 | $224.2 萬 | 0.25% | +3,990+25.1% | 加碼 |
| Beech Hill Advisors, Inc. | 19,862 | $223.7 萬 | 1.20% | +16,100+428.0% | 加碼 |
| Prosperity Consulting Group, LLC | 19,833 | $223.3 萬 | 1.93% | +95+0.5% | 加碼 |
| Essex Investment Management Co LLC | 19,819 | $223.2 萬 | 0.36% | 00.0% | 不變 |
| Sawyer & Company, Inc | 19,804 | $223.0 萬 | 1.13% | −752−3.7% | 減碼 |
| Audent Global Asset Management, LLC | 19,766 | $222.6 萬 | 2.00% | −5,409−21.5% | 減碼 |
| Royal Capital Wealth Management, LLC | 19,759 | $222.5 萬 | 2.41% | +87+0.4% | 加碼 |
| Platte River Wealth Advisors, LLC | 19,762 | $222.5 萬 | 0.96% | +5,801+41.6% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 19,727 | $222.1 萬 | 0.73% | +141+0.7% | 加碼 |
| TCWP LLC | 19,728 | $222.1 萬 | 0.47% | +2,382+13.7% | 加碼 |