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 |
|---|---|---|---|---|---|
| All Terrain Financial Advisors, LLC | 12,642 | $142.4 萬 | 0.73% | +1,947+18.2% | 加碼 |
| Access Financial Services, Inc. | 12,627 | $142.2 萬 | 0.81% | −1,001−7.3% | 減碼 |
| Delta Financial Advisors LLC | 12,607 | $142.0 萬 | 0.71% | +54+0.4% | 加碼 |
| Kelly Lawrence W & Associates Inc | 12,612 | $142.0 萬 | 0.39% | +250+2.0% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 12,608 | $142.0 萬 | 0.07% | +346+2.8% | 加碼 |
| Perennial Investment Advisors, LLC | 12,637 | $141.9 萬 | 0.55% | +326+2.6% | 加碼 |
| KLCM Advisors, Inc. | 12,586 | $141.7 萬 | 0.32% | +226+1.8% | 加碼 |
| Falcon Wealth Planning | 12,524 | $141.0 萬 | 0.48% | +15+0.1% | 加碼 |
| Keudell/Morrison Wealth Management | 12,492 | $140.7 萬 | 0.51% | +319+2.6% | 加碼 |
| Vise Technologies, Inc. | 12,476 | $140.5 萬 | 0.55% | +3,519+39.3% | 加碼 |
| AXS Investments LLC | 12,468 | $140.4 萬 | 0.50% | +3,301+36.0% | 加碼 |
| Costello Asset Management, INC | 12,445 | $140.1 萬 | 1.21% | −61−0.5% | 減碼 |
| BSW Wealth Partners | 12,441 | $140.1 萬 | 0.34% | +48+0.4% | 加碼 |
| Trinity Financial Advisors LLC | 12,438 | $140.1 萬 | 1.03% | +1,777+16.7% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 12,430 | $140.0 萬 | 0.25% | −38,887−75.8% | 減碼 |
| Schrum Private Wealth Management LLC | 12,430 | $140.0 萬 | 1.58% | −383−3.0% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 12,419 | $139.9 萬 | 1.30% | +754+6.5% | 加碼 |
| Elmwood Wealth Management, Inc. | 12,420 | $139.9 萬 | 0.80% | +1,740+16.3% | 加碼 |
| Crystal Rock Capital Management | 12,393 | $139.6 萬 | 1.32% | 00.0% | 不變 |
| 55I, LLC | 12,386 | $139.5 萬 | 0.04% | −15,349−55.3% | 減碼 |
| Pacitti Group Inc. | 12,389 | $139.5 萬 | 1.07% | −365−2.9% | 減碼 |
| Prestige Wealth Management Group LLC | 12,378 | $139.4 萬 | 0.38% | +1,205+10.8% | 加碼 |
| Insight Wealth Strategies, LLC | 12,380 | $139.4 萬 | 0.26% | +1,988+19.1% | 加碼 |
| Marietta Investment Partners LLC | 12,356 | $139.1 萬 | 0.41% | −11,225−47.6% | 減碼 |
| Hunter Associates Investment Management LLC | 12,326 | $139.0 萬 | 0.34% | +8,976+267.9% | 加碼 |
| Kensington Investment Counsel, LLC | 12,307 | $138.6 萬 | 1.18% | −216−1.7% | 減碼 |
| Windsor Capital Management, LLC | 12,308 | $138.6 萬 | 0.49% | −110−0.9% | 減碼 |
| Lee Johnson Capital Management, LLC | 12,307 | $138.6 萬 | 1.65% | +272+2.3% | 加碼 |
| Fiduciary Planning LLC | 12,275 | $138.2 萬 | 0.68% | +1,632+15.3% | 加碼 |
| Woodward Diversified Capital, LLC | 12,265 | $138.1 萬 | 1.06% | +431+3.6% | 加碼 |
| Venturi Wealth Management, LLC | 12,250 | $138.0 萬 | 0.12% | +965+8.6% | 加碼 |
| Selective Wealth Management, Inc. | 12,227 | $137.7 萬 | 0.49% | −173−1.4% | 減碼 |
| Palumbo Wealth Management LLC | 12,211 | $137.5 萬 | 1.09% | +442+3.8% | 加碼 |
| Aire Advisors, LLC | 12,185 | $137.5 萬 | 0.49% | +524+4.5% | 加碼 |
| Ballast, Inc. | 12,214 | $137.5 萬 | 0.64% | +657+5.7% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 12,219 | $137.5 萬 | 0.65% | +12,219 | 新進 |
| CoreCap Advisors, LLC | 12,179 | $137.2 萬 | 0.11% | −992−7.5% | 減碼 |
| Accurate Wealth Management, LLC | 12,014 | $137.0 萬 | 0.74% | −192−1.6% | 減碼 |
| Trillium Asset Management, LLC | 12,133 | $136.6 萬 | 0.04% | −740−5.7% | 減碼 |
| Money Concepts Capital Corp | 11,967 | $136.5 萬 | 0.12% | −14,007−53.9% | 減碼 |
| Autumn Glory Partners, LLC | 12,113 | $136.4 萬 | 1.01% | +2,827+30.4% | 加碼 |
| John G Ullman & Associates Inc | 12,113 | $136.4 萬 | 0.22% | +12,113 | 新進 |
| Bath Savings Trust Co | 12,099 | $136.2 萬 | 0.18% | +35+0.3% | 加碼 |
| BancorpSouth Bank | 12,081 | $136.1 萬 | 0.20% | +194+1.6% | 加碼 |
| CoreFirst Bank & Trust | 12,070 | $135.9 萬 | 1.07% | −290−2.3% | 減碼 |
| Greenwich Wealth Management LLC | 12,056 | $135.8 萬 | 0.18% | −677−5.3% | 減碼 |
| First National Bank of South Miami | 11,991 | $135.0 萬 | 0.92% | −120−1.0% | 減碼 |
| QVR LLC | 11,981 | $134.9 萬 | 1.07% | +11,981 | 新進 |
| West Michigan Advisors, LLC | 11,930 | $134.3 萬 | 1.15% | +725+6.5% | 加碼 |
| Solidarilty Wealth, LLC | 11,595 | $133.8 萬 | 0.72% | −1,156−9.1% | 減碼 |
| Members Capital Advisors Inc | 11,881 | $133.8 萬 | 0.97% | 00.0% | 不變 |
| Evergreen Wealth Solutions, LLC | 11,810 | $133.0 萬 | 1.63% | +295+2.6% | 加碼 |
| Formidable Asset Management, LLC | 11,732 | $132.7 萬 | 0.30% | +571+5.1% | 加碼 |
| Plante Moran Financial Advisors, LLC | 11,762 | $132.5 萬 | 0.22% | −551−4.5% | 減碼 |
| Prudent Man Advisors, LLC | 11,768 | $132.5 萬 | 0.62% | −140−1.2% | 減碼 |
| Bell Bank | 11,729 | $132.1 萬 | 0.16% | +3,002+34.4% | 加碼 |
| Trust Co | 11,720 | $132.0 萬 | 0.28% | +731+6.7% | 加碼 |
| Aft, Forsyth & Company, Inc. | 11,702 | $131.8 萬 | 1.07% | −350−2.9% | 減碼 |
| Vigilare Wealth Management | 11,702 | $131.8 萬 | 1.43% | +6,857+141.5% | 加碼 |
| Warren Averett Asset Management, LLC | 11,675 | $131.5 萬 | 0.12% | +494+4.4% | 加碼 |
| Acorn Wealth Advisors, LLC | 11,672 | $131.4 萬 | 1.04% | −178−1.5% | 減碼 |
| 44 Wealth Management LLC | 11,663 | $131.3 萬 | 0.51% | +1,746+17.6% | 加碼 |
| Mainstay Capital Management LLC | 11,644 | $131.2 萬 | 0.30% | 00.0% | 不變 |
| First Dallas Securities Inc. | 11,636 | $131.0 萬 | 0.88% | +310+2.7% | 加碼 |
| St. Johns Investment Management Company, LLC | 11,589 | $130.5 萬 | 0.83% | +191+1.7% | 加碼 |
| Boston Common Asset Management, LLC | 11,564 | $130.2 萬 | 0.06% | +75+0.7% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 11,541 | $130.0 萬 | 0.93% | −100−0.9% | 減碼 |
| BHK Investment Advisors, LLC | 11,548 | $130.0 萬 | 0.58% | +1,590+16.0% | 加碼 |
| Credential Qtrade Securities Inc. | 11,515 | $129.7 萬 | 0.09% | +8,457+276.6% | 加碼 |
| Heron Financial Group, LLC | 11,502 | $129.5 萬 | 0.79% | +6+0.1% | 加碼 |
| Texas Capital Bancshares Inc | 11,488 | $129.4 萬 | 0.98% | +1,542+15.5% | 加碼 |
| Castle Rock Wealth Management, LLC | 11,274 | $129.3 萬 | 0.66% | +5,535+96.4% | 加碼 |
| Holistic Financial Partners | 11,469 | $129.2 萬 | 1.22% | −1,551−11.9% | 減碼 |
| CX Institutional | 11,460 | $129.1 萬 | 0.10% | −603−5.0% | 減碼 |
| Caldwell Investment Management Ltd. | 11,460 | $129.1 萬 | 1.30% | 00.0% | 不變 |
| Paces Ferry Wealth Advisors, LLC | 11,464 | $129.1 萬 | 1.27% | +172+1.5% | 加碼 |
| L.M. Kohn & Company | 11,446 | $128.9 萬 | 0.60% | +176+1.6% | 加碼 |
| Total Clarity Wealth Management, Inc. | 11,430 | $128.7 萬 | 0.67% | +407+3.7% | 加碼 |
| Fort Point Capital Partners LLC | 11,387 | $128.2 萬 | 0.23% | −162−1.4% | 減碼 |
| Brooktree Capital Management | 11,357 | $127.9 萬 | 0.96% | 00.0% | 不變 |
| MBA Advisors LLC | 11,276 | $127.0 萬 | 0.87% | −20.0% | 減碼 |
| GraniteShares Advisors LLC | 11,275 | $126.9 萬 | 0.93% | +11,275 | 新進 |
| Prelude Capital Management, LLC | 11,254 | $126.7 萬 | 0.06% | −227−2.0% | 減碼 |
| Carl P. Sherr & Co., LLC | 11,235 | $126.5 萬 | 0.95% | +364+3.3% | 加碼 |
| Surevest, LLC | 11,151 | $125.6 萬 | 0.33% | −3,138−22.0% | 減碼 |
| Lavaca Capital LLC | 10,981 | $125.3 萬 | 0.63% | −482−4.2% | 減碼 |
| Stonnington Group, LLC | 10,914 | $125.2 萬 | 0.33% | −1,384−11.3% | 減碼 |
| Cacti Asset Management LLC | 11,110 | $125.1 萬 | 0.12% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 11,107 | $125.1 萬 | 0.00% | 00.0% | 不變 |
| MJP Associates Inc | 11,113 | $125.1 萬 | 0.35% | +566+5.4% | 加碼 |
| Alera Investment Advisors, LLC | 11,095 | $125.0 萬 | 0.35% | −459−4.0% | 減碼 |
| Orion Capital Management LLC | 11,100 | $125.0 萬 | 0.97% | +350+3.3% | 加碼 |
| Wealth Architects, LLC | 11,077 | $124.7 萬 | 0.24% | +133+1.2% | 加碼 |
| Old Mission Investment Co LLC | 11,065 | $124.6 萬 | 0.54% | −3,108−21.9% | 減碼 |
| Naviter Wealth, LLC | 11,066 | $124.6 萬 | 0.51% | +11,066 | 新進 |
| Sonata Capital Group Inc | 11,034 | $124.3 萬 | 0.65% | −600−5.2% | 減碼 |
| Financial Management Professionals, Inc. | 11,010 | $124.0 萬 | 0.30% | +1,392+14.5% | 加碼 |
| Patriot Investment Management Inc. | 11,005 | $123.9 萬 | 0.12% | −184−1.6% | 減碼 |
| Finer Wealth Management, Inc. | 10,991 | $123.8 萬 | 1.13% | +1,420+14.8% | 加碼 |
| GoalVest Advisory LLC | 10,985 | $123.7 萬 | 0.78% | −466−4.1% | 減碼 |