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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 17,473 | $196.7 萬 | 0.51% | +1,839+11.8% | 加碼 |
| Tranquility Partners, LLC | 17,403 | $196.0 萬 | 1.01% | +1,954+12.6% | 加碼 |
| Boltwood Capital Management | 17,387 | $195.8 萬 | 0.85% | −160−0.9% | 減碼 |
| Twelve Points Wealth Management LLC | 17,392 | $195.8 萬 | 1.51% | −42−0.2% | 減碼 |
| Zullo Investment Group, Inc. | 17,389 | $195.8 萬 | 1.22% | +736+4.4% | 加碼 |
| Financial Planning & Information Services, Inc. | 17,375 | $195.7 萬 | 0.48% | 00.0% | 不變 |
| Aristotle Capital Management, LLC | 17,361 | $195.5 萬 | 0.00% | −4,843−21.8% | 減碼 |
| Liberty One Investment Management, LLC | 12,536 | $195.0 萬 | 0.33% | −739−5.6% | 減碼 |
| Leith Wheeler Investment Counsel Ltd. | 13,444 | $194.9 萬 | 0.26% | +7,315+119.4% | 加碼 |
| Jeppson Wealth Management, LLC | 17,293 | $194.7 萬 | 0.84% | +1,874+12.2% | 加碼 |
| Bayesian Capital Management, LP | 17,290 | $194.7 萬 | 0.36% | +17,290 | 新進 |
| Fragasso Group Inc. | 17,269 | $194.5 萬 | 0.26% | −263−1.5% | 減碼 |
| Pacific Asset Management LLC | 17,264 | $194.4 萬 | 1.42% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 17,222 | $194.0 萬 | 0.59% | −384−2.2% | 減碼 |
| RSM US Wealth Management LLC | 17,226 | $194.0 萬 | 0.11% | +424+2.5% | 加碼 |
| DFPG Investments, LLC | 17,327 | $193.7 萬 | 0.84% | +2,756+18.9% | 加碼 |
| Emfo, LLC | 17,120 | $192.8 萬 | 1.96% | 00.0% | 不變 |
| George Kaiser Family Foundation | 16,957 | $191.0 萬 | 0.34% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 16,945 | $190.8 萬 | 0.48% | +43+0.3% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 16,945 | $190.8 萬 | 0.77% | +49+0.3% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 16,923 | $190.6 萬 | 0.16% | −6,119−26.6% | 減碼 |
| Weik Capital Management | 16,855 | $189.8 萬 | 0.86% | +1,255+8.0% | 加碼 |
| Mattern Wealth Management LLC | 16,771 | $188.9 萬 | 0.74% | −43−0.3% | 減碼 |
| Martin & Co Inc | 16,759 | $188.7 萬 | 0.54% | +348+2.1% | 加碼 |
| Optimum Investment Advisors | 16,719 | $188.3 萬 | 0.94% | +54+0.3% | 加碼 |
| Chatham Capital Group, Inc. | 16,700 | $188.1 萬 | 0.43% | +4,315+34.8% | 加碼 |
| Ethic Inc. | 16,665 | $187.7 萬 | 0.13% | +208+1.3% | 加碼 |
| Magnolia Capital Advisors LLC | 16,647 | $187.4 萬 | 1.70% | −196−1.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 16,635 | $187.3 萬 | 0.28% | −1,190−6.7% | 減碼 |
| Pinnacle Private Wealth, LLC | 16,622 | $187.2 萬 | 0.73% | −485−2.8% | 減碼 |
| Verus Capital Partners, LLC | 15,558 | $186.5 萬 | 0.37% | −1,713−9.9% | 減碼 |
| BCGM Wealth Management, LLC | 16,168 | $186.5 萬 | 0.95% | −355−2.1% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,108 | $185.8 萬 | 0.47% | −3,814−19.1% | 減碼 |
| WealthBridge Capital Management, LLC | 16,476 | $185.5 萬 | 0.79% | +939+6.0% | 加碼 |
| Covenant Asset Management, LLC | 16,467 | $185.4 萬 | 0.71% | +222+1.4% | 加碼 |
| Ritter Daniher Financial Advisory LLC | 16,462 | $185.4 萬 | 1.32% | +16,462 | 新進 |
| Barings LLC | 16,442 | $185.2 萬 | 0.07% | −4,654−22.1% | 減碼 |
| Aries Wealth Management | 16,384 | $184.5 萬 | 0.84% | +16,384 | 新進 |
| Gryphon Financial Partners LLC | 16,329 | $183.9 萬 | 0.45% | +1,425+9.6% | 加碼 |
| Providence Wealth Advisors, LLC | 16,481 | $183.7 萬 | 1.33% | +704+4.5% | 加碼 |
| Natixis Investment Managers International | 16,278 | $183.3 萬 | 0.04% | +2,673+19.6% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 16,252 | $183.0 萬 | 1.01% | −176−1.1% | 減碼 |
| Archford Capital Strategies, LLC | 16,247 | $183.0 萬 | 0.46% | +1,427+9.6% | 加碼 |
| Blue Edge Capital, LLC | 16,224 | $182.7 萬 | 0.42% | −118−0.7% | 減碼 |
| Cedar Brook Financial Partners, LLC | 16,205 | $182.5 萬 | 0.57% | +580+3.7% | 加碼 |
| Chesapeake Wealth Management | 16,160 | $182.0 萬 | 0.78% | −2,385−12.9% | 減碼 |
| First City Capital Management, Inc. | 16,123 | $181.6 萬 | 1.12% | +138+0.9% | 加碼 |
| Aspen Investment Management Inc | 16,105 | $181.4 萬 | 1.14% | −7,192−30.9% | 減碼 |
| Abundance Wealth Counselors | 16,106 | $181.4 萬 | 0.49% | +314+2.0% | 加碼 |
| Minot Wealth Management LLC | 16,104 | $181.3 萬 | 0.47% | −6,219−27.9% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 16,081 | $181.1 萬 | 1.52% | +150+0.9% | 加碼 |
| Corrado Advisors, LLC | 16,021 | $180.4 萬 | 1.28% | +1,264+8.6% | 加碼 |
| Strategic Investment Advisors | 15,968 | $179.8 萬 | 0.36% | +4,157+35.2% | 加碼 |
| Game Plan Financial Advisors, LLC | 15,999 | $179.1 萬 | 1.44% | −220−1.4% | 減碼 |
| Bull Street Advisors, LLC | 15,896 | $179.0 萬 | 0.96% | 00.0% | 不變 |
| Davidson Trust Co | 15,871 | $178.7 萬 | 1.59% | −306−1.9% | 減碼 |
| Grandview Asset Management LLC | 15,837 | $178.3 萬 | 1.00% | −603−3.7% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 15,776 | $177.7 萬 | 0.03% | −18−0.1% | 減碼 |
| Ironwood Financial, llc | 15,768 | $177.6 萬 | 0.57% | 00.0% | 不變 |
| Moseley Investment Management Inc | 15,732 | $177.2 萬 | 1.24% | +453+3.0% | 加碼 |
| Aberdeen Wealth Management LLC | 15,714 | $177.0 萬 | 1.41% | −80−0.5% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 15,719 | $177.0 萬 | 0.61% | +15,719 | 新進 |
| Capula Management Ltd | 15,679 | $176.6 萬 | 0.25% | −4,368−21.8% | 減碼 |
| Matrix Private Capital Group LLC | 15,647 | $176.2 萬 | 1.00% | −69−0.4% | 減碼 |
| Caliber Wealth Management, LLC | 15,507 | $174.6 萬 | 1.36% | +162+1.1% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 15,481 | $174.3 萬 | 0.58% | +806+5.5% | 加碼 |
| Bowman & Co S.C. | 15,440 | $173.9 萬 | 1.52% | +1,561+11.2% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 15,425 | $173.7 萬 | 1.44% | −1,430−8.5% | 減碼 |
| Virtu Financial LLC | 15,418 | $173.6 萬 | 0.15% | +15,418 | 新進 |
| Mission Creek Capital Partners, Inc. | 15,406 | $173.5 萬 | 0.58% | +189+1.2% | 加碼 |
| WBH Advisory Inc | 15,339 | $173.1 萬 | 0.23% | +9+0.1% | 加碼 |
| Missouri Trust & Investment Co | 15,362 | $173.0 萬 | 1.13% | +1,034+7.2% | 加碼 |
| Paradigm Capital Management, LLC | 15,340 | $172.7 萬 | 2.17% | −313−2.0% | 減碼 |
| SFMG, LLC | 15,322 | $172.5 萬 | 0.20% | +1,252+8.9% | 加碼 |
| Gleason Group, Inc. | 15,288 | $172.2 萬 | 0.59% | +126+0.8% | 加碼 |
| Pinnacle Holdings, LLC | 15,280 | $172.1 萬 | 0.79% | +756+5.2% | 加碼 |
| Signature Wealth Management Group | 15,274 | $172.0 萬 | 0.84% | +15,274 | 新進 |
| Cornerstone Advisory, LLC | 15,266 | $171.9 萬 | 0.39% | −9,569−38.5% | 減碼 |
| LCNB Corp | 15,260 | $171.8 萬 | 0.89% | +315+2.1% | 加碼 |
| Midwest Professional Planners, LTD. | 15,237 | $171.6 萬 | 0.97% | +610+4.2% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 15,212 | $171.3 萬 | 1.20% | +2,943+24.0% | 加碼 |
| London & Capital Asset Management Ltd | 15,182 | $171.0 萬 | 0.14% | +214+1.4% | 加碼 |
| Continental Advisors LLC | 15,135 | $170.4 萬 | 1.55% | 00.0% | 不變 |
| Quantamental Technologies LLC | 15,088 | $169.9 萬 | 0.78% | +15,088 | 新進 |
| Hudson Canyon Capital Management | 15,063 | $169.6 萬 | 1.64% | +650+4.5% | 加碼 |
| Delta Asset Management LLC | 15,062 | $169.6 萬 | 0.19% | −1,206−7.4% | 減碼 |
| Birmingham Capital Management Co Inc | 15,050 | $169.5 萬 | 0.68% | +80+0.5% | 加碼 |
| Manchester Capital Management LLC | 15,042 | $169.4 萬 | 0.29% | −656−4.2% | 減碼 |
| Pekin Hardy Strauss, Inc. | 15,033 | $169.3 萬 | 0.26% | −9,457−38.6% | 減碼 |
| Brendel Financial Advisors LLC | 15,013 | $169.1 萬 | 1.47% | +9+0.1% | 加碼 |
| Granby Capital Management, LLC | 15,000 | $168.9 萬 | 1.33% | +3,000+25.0% | 加碼 |
| Perpetual Investment Management Ltd | 14,987 | $168.8 萬 | 0.25% | +3,611+31.7% | 加碼 |
| West Paces Advisors Inc. | 14,984 | $168.7 萬 | 0.57% | −2,686−15.2% | 減碼 |
| McMillion Capital Management Inc | 14,950 | $168.4 萬 | 1.40% | −3,732−20.0% | 減碼 |
| Wolff Wiese Magana LLC | 14,955 | $168.4 萬 | 1.23% | +809+5.7% | 加碼 |
| LS Investment Advisors, LLC | 14,839 | $167.1 萬 | 0.31% | −196−1.3% | 減碼 |
| TCI Wealth Advisors, Inc. | 14,833 | $167.0 萬 | 0.26% | +172+1.2% | 加碼 |
| Optas, LLC | 14,779 | $166.8 萬 | 0.68% | +340+2.4% | 加碼 |
| Guardian Capital LP | 14,805 | $166.7 萬 | 0.05% | +4,100+38.3% | 加碼 |
| Summit Financial Group Inc | 14,795 | $166.6 萬 | 0.64% | −15−0.1% | 減碼 |