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
- 3,428
- 較 2022 年第 1 季 −38 家
- 持有股數
- 20.4 億
- 較 2022 年第 1 季 +563.4 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 1,782 家加碼
- 清倉機構
- 177
- 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 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $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 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 862,437 | $9,712 萬 | 0.11% | −16,149−1.8% | 減碼 |
| Panagora Asset Management Inc | 843,957 | $9,504 萬 | 0.62% | −142,880−14.5% | 減碼 |
| Agf Investments Inc. | 840,962 | $9,470 萬 | 0.84% | −318,846−27.5% | 減碼 |
| Compagnie Lombard Odier SCmA | 838,095 | $9,439 萬 | 2.39% | −15,317−1.8% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 824,208 | $9,281 萬 | 0.24% | +69,510+9.2% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 816,081 | $9,190 萬 | 0.35% | −519,170−38.9% | 減碼 |
| Capital International Inc | 813,739 | $9,164 萬 | 1.27% | −26,500−3.2% | 減碼 |
| Arizona State Retirement System | 810,091 | $9,122 萬 | 0.89% | −831−0.1% | 減碼 |
| Lord, Abbett & Co. LLC | 807,142 | $9,089 萬 | 0.32% | −567,000−41.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 804,320 | $9,057 萬 | 0.53% | +166,137+26.0% | 加碼 |
| American International Group, Inc. | 803,163 | $9,044 萬 | 0.61% | −27,754−3.3% | 減碼 |
| Quilter Plc | 799,095 | $8,999 萬 | 3.04% | +15,539+2.0% | 加碼 |
| CIBC Asset Management Inc | 795,471 | $8,958 萬 | 0.37% | +57,874+7.8% | 加碼 |
| ProShare Advisors LLC | 795,283 | $8,956 萬 | 0.30% | −265,391−25.0% | 減碼 |
| State of Michigan Retirement System | 792,731 | $8,927 萬 | 0.61% | +47,300+6.3% | 加碼 |
| MetLife Investment Management | 790,836 | $8,906 萬 | 0.69% | −12,922−1.6% | 減碼 |
| Douglass Winthrop Advisors, LLC | 785,274 | $8,843 萬 | 2.49% | −11,467−1.4% | 減碼 |
| Gofen & Glossberg LLC | 761,601 | $8,576 萬 | 2.28% | +6,660+0.9% | 加碼 |
| United Capital Financial Advisers, LLC | 758,791 | $8,545 萬 | 0.47% | +33,954+4.7% | 加碼 |
| LGT Group Foundation | 757,649 | $8,532 萬 | 2.60% | −12,450−1.6% | 減碼 |
| James Hambro & Partners | 749,939 | $8,448 萬 | 7.04% | +21,417+2.9% | 加碼 |
| Amalgamated Bank | 741,900 | $8,355 萬 | 0.78% | −4,147−0.6% | 減碼 |
| DnB Asset Management AS | 740,224 | $8,336 萬 | 0.59% | −32,547−4.2% | 減碼 |
| AXA S.A. | 737,435 | $8,304 萬 | 0.31% | +19,520+2.7% | 加碼 |
| Manning & Napier Group, LLC | 733,764 | $8,263 萬 | 0.95% | +60,734+9.0% | 加碼 |
| Welch & Forbes LLC | 730,652 | $8,228 萬 | 1.51% | −549−0.1% | 減碼 |
| Ninety One UK Ltd | 729,749 | $8,218 萬 | 0.24% | +413,469+130.7% | 加碼 |
| Cerity Partners LLC | 726,843 | $8,185 萬 | 0.96% | +260,418+55.8% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 720,797 | $8,117 萬 | 1.64% | +2,832+0.4% | 加碼 |
| Bartlett & Co. LLC | 720,797 | $8,117 萬 | 1.64% | +2,832+0.4% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 717,300 | $8,055 萬 | 0.59% | −37,486−5.0% | 減碼 |
| Rafferty Asset Management, LLC | 714,545 | $8,047 萬 | 0.74% | −388,159−35.2% | 減碼 |
| Bridgewater Associates, LP | 707,092 | $7,963 萬 | 0.34% | +227,632+47.5% | 加碼 |
| Comerica Bank | 693,300 | $7,942 萬 | 0.65% | +1890.0% | 加碼 |
| USS Investment Management Ltd | 703,066 | $7,920 萬 | 0.83% | −41,992−5.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 690,654 | $7,777 萬 | 0.87% | +38,841+6.0% | 加碼 |
| Segall Bryant & Hamill, LLC | 689,492 | $7,767 萬 | 0.87% | +17,912+2.7% | 加碼 |
| Qube Research & Technologies Ltd | 687,128 | $7,738 萬 | 0.60% | +687,128 | 新進 |
| Quintet Private Bank (Europe) S.A. | 526,004 | $7,712 萬 | 3.72% | +526,004 | 新進 |
| MUFG Americas Holdings Corp | 682,428 | $7,685 萬 | 1.75% | −7,938−1.1% | 減碼 |
| SG Americas Securities, LLC | 680,329 | $7,661 萬 | 1.03% | −51,911−7.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 670,262 | $7,548 萬 | 0.41% | +38,577+6.1% | 加碼 |
| Kovitz Investment Group Partners, LLC | 643,804 | $7,250 萬 | 1.61% | +29,185+4.7% | 加碼 |
| SEI Investments Co | 637,248 | $7,167 萬 | 0.15% | +250,914+64.9% | 加碼 |
| Forsta Ap-Fonden | 636,000 | $7,162 萬 | 0.93% | −15,600−2.4% | 減碼 |
| Marshall Wace, LLP | 630,686 | $7,102 萬 | 0.16% | +539,236+589.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 629,278 | $7,086 萬 | 1.19% | −8,208−1.3% | 減碼 |
| Nissay Asset Management Corp | 621,984 | $7,004 萬 | 0.70% | +82,685+15.3% | 加碼 |
| Handelsbanken Fonder AB | 621,950 | $7,004 萬 | 0.45% | +12,411+2.0% | 加碼 |
| Morningstar Investment Services LLC | 604,128 | $6,974 萬 | 0.93% | +423,931+235.3% | 加碼 |
| ING Groep NV | 617,080 | $6,949 萬 | 0.80% | +344,469+126.4% | 加碼 |
| Omers Administration Corp | 616,264 | $6,940 萬 | 1.00% | +96,400+18.5% | 加碼 |
| Whittier Trust Co | 614,232 | $6,917 萬 | 1.40% | +1,798+0.3% | 加碼 |
| Williams Jones Wealth Management, LLC. | 614,070 | $6,915 萬 | 1.12% | +1,626+0.3% | 加碼 |
| Simplex Trading, LLC | 600,999 | $6,768 萬 | 2.23% | +363,295+152.8% | 加碼 |
| Evercore Wealth Management, LLC | 597,154 | $6,725 萬 | 1.42% | +5,884+1.0% | 加碼 |
| Argent Capital Management LLC | 596,936 | $6,722 萬 | 2.55% | −11,558−1.9% | 減碼 |
| Penserra Capital Management LLC | 592,941 | $6,677 萬 | 1.82% | +233,464+64.9% | 加碼 |
| MML Investors Services, LLC | 587,174 | $6,612 萬 | 0.50% | +24,746+4.4% | 加碼 |
| Cooke & Bieler LP | 585,257 | $6,591 萬 | 0.63% | −5,290−0.9% | 減碼 |
| Peapack Gladstone Financial Corp | 575,862 | $6,485 萬 | 1.48% | −2,065−0.4% | 減碼 |
| Colony Group LLC | 574,353 | $6,468 萬 | 1.11% | +39,680+7.4% | 加碼 |
| Wilkinson Global Asset Management LLC | 567,060 | $6,386 萬 | 5.44% | −15,437−2.7% | 減碼 |
| Holocene Advisors, LP | 563,907 | $6,350 萬 | 0.39% | +516,339+1,085.5% | 加碼 |
| Voloridge Investment Management, LLC | 562,423 | $6,333 萬 | 0.33% | −286,307−33.7% | 減碼 |
| Intech Investment Management LLC | 562,148 | $6,330 萬 | 0.36% | +562,148 | 新進 |
| Ceredex Value Advisors LLC | 548,578 | $6,178 萬 | 0.92% | −224,717−29.1% | 減碼 |
| Cornerstone Investment Partners, LLC | 545,795 | $6,146 萬 | 4.12% | +1,487+0.3% | 加碼 |
| Connectus Wealth, LLC | 537,895 | $6,058 萬 | 1.38% | +494,628+1,143.2% | 加碼 |
| Factory Mutual Insurance Co | 534,750 | $6,022 萬 | 0.99% | −19,300−3.5% | 減碼 |
| HM Payson & Co | 532,683 | $5,999 萬 | 1.54% | +3,328+0.6% | 加碼 |
| Squarepoint Ops LLC | 526,942 | $5,934 萬 | 0.55% | +323,826+159.4% | 加碼 |
| EP Wealth Advisors, LLC | 526,297 | $5,927 萬 | 1.33% | +41,879+8.6% | 加碼 |
| Captrust Financial Advisors | 526,245 | $5,926 萬 | 0.38% | +78,939+17.6% | 加碼 |
| Fort Washington Investment Advisors Inc | 523,715 | $5,898 萬 | 0.45% | −36,572−6.5% | 減碼 |
| Tiaa, FSB | 522,336 | $5,882 萬 | 0.23% | +33,568+6.9% | 加碼 |
| Utah Retirement Systems | 520,369 | $5,860 萬 | 0.94% | −3,800−0.7% | 減碼 |
| Crawford Investment Counsel Inc | 519,855 | $5,854 萬 | 1.29% | −9,681−1.8% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 517,678 | $5,830 萬 | 0.73% | −182,300−26.0% | 減碼 |
| Zurich Insurance Group Ltd | 514,482 | $5,794 萬 | 0.86% | +186,119+56.7% | 加碼 |
| Mairs & Power Inc | 514,254 | $5,791 萬 | 0.69% | +9,048+1.8% | 加碼 |
| TCW Group Inc | 512,276 | $5,769 萬 | 0.76% | −85,485−14.3% | 減碼 |
| Stonegate Investment Group, LLC | 509,869 | $5,742 萬 | 2.53% | +23,590+4.9% | 加碼 |
| Beck Mack & Oliver LLC | 505,469 | $5,692 萬 | 1.71% | −7,844−1.5% | 減碼 |
| Park National Corp | 502,857 | $5,663 萬 | 2.72% | +7,929+1.6% | 加碼 |
| IFM Investors Pty Ltd | 499,028 | $5,620 萬 | 0.99% | +24,625+5.2% | 加碼 |
| Boston Private Wealth LLC | 498,577 | $5,614 萬 | 0.86% | +8,836+1.8% | 加碼 |
| Cantor Fitzgerald, L. P. | 498,292 | $5,612 萬 | 1.10% | +498,292 | 新進 |
| Gulf International Bank (UK) Ltd | 485,742 | $5,601 萬 | 1.00% | +400+0.1% | 加碼 |
| Yousif Capital Management, LLC | 491,256 | $5,532 萬 | 0.73% | −14,685−2.9% | 減碼 |
| Basswood Capital Management, L.L.C. | 491,000 | $5,529 萬 | 3.48% | 00.0% | 不變 |
| Avalon Investment & Advisory | 491,008 | $5,529 萬 | 1.56% | +19,872+4.2% | 加碼 |
| Umb Bank N A | 486,196 | $5,475 萬 | 0.85% | +400+0.1% | 加碼 |
| Financial Counselors Inc | 485,678 | $5,469 萬 | 1.28% | +31,709+7.0% | 加碼 |
| PEAK6 Investments LLC | 462,864 | $5,440 萬 | 1.25% | +63,637+15.9% | 加碼 |
| Staley Capital Advisers Inc | 480,230 | $5,408 萬 | 3.20% | +12,071+2.6% | 加碼 |
| Tredje AP-fonden | 472,014 | $5,315 萬 | 1.34% | −12,000−2.5% | 減碼 |
| HRT Financial LP | 471,849 | $5,313 萬 | 0.58% | +471,849 | 新進 |
| Polaris Capital Management, LLC | 469,151 | $5,283 萬 | 1.89% | +46,500+11.0% | 加碼 |
| Abeille Asset Management SA | 467,291 | $5,262 萬 | 1.86% | −28,411−5.7% | 減碼 |