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 |
|---|---|---|---|---|---|
| Dodge & Cox | 464,410 | $5,230 萬 | 0.04% | −21,086−4.3% | 減碼 |
| Gabelli Funds LLC | 458,517 | $5,163 萬 | 0.40% | −38,125−7.7% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 457,454 | $5,151 萬 | 1.24% | +26,460+6.1% | 加碼 |
| Berkshire Asset Management LLC | 456,133 | $5,137 萬 | 3.36% | +13,502+3.1% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 455,483 | $5,129 萬 | 1.90% | +26,778+6.2% | 加碼 |
| Clark Capital Management Group, Inc. | 453,491 | $5,107 萬 | 0.67% | +135,768+42.7% | 加碼 |
| Westwood Holdings Group Inc. | 452,920 | $5,100 萬 | 0.56% | −52,218−10.3% | 減碼 |
| E. Ohman J:or Asset Management AB | 449,750 | $5,065 萬 | 2.19% | −2,000−0.4% | 減碼 |
| Employees Retirement System of Texas | 449,400 | $5,061 萬 | 0.72% | −42,000−8.5% | 減碼 |
| Country Trust Bank | 447,094 | $5,035 萬 | 1.59% | +13,325+3.1% | 加碼 |
| Phoenix Holdings Ltd. | 444,889 | $5,010 萬 | 1.05% | +72,988+19.6% | 加碼 |
| RNC Capital Management LLC | 444,097 | $5,001 萬 | 2.85% | −35,399−7.4% | 減碼 |
| Cullen/Frost Bankers, Inc. | 434,282 | $4,890 萬 | 1.10% | −70.0% | 減碼 |
| Kestra Advisory Services, LLC | 431,999 | $4,865 萬 | 0.50% | +55,696+14.8% | 加碼 |
| Stock Yards Bank & Trust Co | 431,249 | $4,856 萬 | 2.00% | +197,417+84.4% | 加碼 |
| Bowen Hanes & Co Inc | 428,065 | $4,820 萬 | 1.75% | +7,144+1.7% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 427,634 | $4,816 萬 | 0.51% | +32,212+8.1% | 加碼 |
| State of Alaska, Department of Revenue | 421,718 | $4,749 萬 | 0.58% | −24,576−5.5% | 減碼 |
| InterOcean Capital Group, LLC | 419,702 | $4,726 萬 | 1.93% | +44,802+12.0% | 加碼 |
| Prio Wealth Limited Partnership | 419,030 | $4,719 萬 | 1.89% | −1,018−0.2% | 減碼 |
| Mutual of America Capital Management LLC | 418,628 | $4,714 萬 | 0.60% | +5,298+1.3% | 加碼 |
| New York Life Investment Management LLC | 414,608 | $4,669 萬 | 0.54% | +414,608 | 新進 |
| Pinnacle Financial Partners Inc | 414,210 | $4,664 萬 | 1.66% | +15,074+3.8% | 加碼 |
| Seizert Capital Partners, LLC | 410,928 | $4,628 萬 | 2.45% | +11,276+2.8% | 加碼 |
| Pinnacle Associates Ltd | 409,962 | $4,617 萬 | 1.01% | +1,049+0.3% | 加碼 |
| Citadel Advisors LLC | 408,443 | $4,600 萬 | 0.06% | −24,090−5.6% | 減碼 |
| Becker Capital Management Inc | 407,537 | $4,589 萬 | 2.21% | +3,648+0.9% | 加碼 |
| Gamco Investors, Inc. Et Al | 405,462 | $4,566 萬 | 0.50% | −1,611−0.4% | 減碼 |
| Guidance Point Advisors, LLC | 400,571 | $4,511 萬 | 19.46% | +30.0% | 加碼 |
| Glenview Trust Co | 398,470 | $4,487 萬 | 1.65% | +25,546+6.9% | 加碼 |
| Cambridge Trust Co | 396,268 | $4,462 萬 | 1.95% | −2,977−0.7% | 減碼 |
| Locust Wood Capital Advisers, LLC | 395,222 | $4,451 萬 | 3.17% | +71,220+22.0% | 加碼 |
| Davis R M Inc | 391,632 | $4,410 萬 | 1.23% | +2,356+0.6% | 加碼 |
| Cambiar Investors LLC | 391,528 | $4,409 萬 | 1.96% | +42,796+12.3% | 加碼 |
| Miller Value Partners, LLC | 389,837 | $4,390 萬 | 2.46% | −4,353−1.1% | 減碼 |
| Brandes Investment Partners, LP | 389,241 | $4,383 萬 | 1.07% | +9,830+2.6% | 加碼 |
| Swiss Life Asset Management Ltd | 388,194 | $4,375 萬 | 0.71% | +21,563+5.9% | 加碼 |
| Waters Parkerson & Co., LLC | 388,202 | $4,372 萬 | 2.76% | +8,489+2.2% | 加碼 |
| Texas Permanent School Fund | 387,942 | $4,369 萬 | 0.70% | +4,620+1.2% | 加碼 |
| Candriam Luxembourg S.C.A. | 386,335 | $4,350 萬 | 0.36% | +126,663+48.8% | 加碼 |
| Associated Banc-Corp | 384,069 | $4,325 萬 | 1.89% | +12,468+3.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 383,893 | $4,323 萬 | 0.79% | −14,821−3.7% | 減碼 |
| Private Advisor Group, LLC | 382,938 | $4,312 萬 | 0.38% | −20,092−5.0% | 減碼 |
| Lazard Asset Management LLC | 382,712 | $4,310 萬 | 0.06% | −789−0.2% | 減碼 |
| Nicholas Company, Inc. | 382,555 | $4,308 萬 | 0.94% | −100.0% | 減碼 |
| Investment Management Corp of Ontario | 380,000 | $4,279 萬 | 4.57% | 00.0% | 不變 |
| RMB Capital Management, LLC | 378,565 | $4,263 萬 | 1.47% | +4,180+1.1% | 加碼 |
| MAI Capital Management | 378,220 | $4,259 萬 | 0.82% | −9,674−2.5% | 減碼 |
| Washington Trust Co | 377,383 | $4,250 萬 | 2.00% | +1,751+0.5% | 加碼 |
| TCTC Holdings, LLC | 374,123 | $4,213 萬 | 1.85% | +7,276+2.0% | 加碼 |
| Oppenheimer & Co Inc | 372,481 | $4,195 萬 | 0.90% | +5,245+1.4% | 加碼 |
| Synovus Financial Corp | 370,242 | $4,170 萬 | 0.49% | +20,481+5.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 369,837 | $4,165 萬 | 0.31% | +271,331+275.4% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 369,547 | $4,162 萬 | 3.00% | +32,316+9.6% | 加碼 |
| Vaughan David Investments LLC | 365,110 | $4,112 萬 | 1.31% | +10,049+2.8% | 加碼 |
| Conning Inc. | 362,761 | $4,080 萬 | 1.22% | +11,423+3.3% | 加碼 |
| Pinebridge Investments, L.P. | 360,167 | $4,056 萬 | 0.51% | −511,393−58.7% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 354,938 | $4,008 萬 | 1.24% | +46,740+15.2% | 加碼 |
| D.A. Davidson & Co. | 355,791 | $4,007 萬 | 0.50% | +10,187+2.9% | 加碼 |
| Banco Santander, S.A. | 355,313 | $4,001 萬 | 0.53% | −66,999−15.9% | 減碼 |
| Meitav Dash Investments Ltd | 349,336 | $3,936 萬 | 0.67% | −21,350−5.8% | 減碼 |
| Henshaw Capital LLC | 348,692 | $3,927 萬 | 2.72% | +606+0.2% | 加碼 |
| Nan Shan Life Insurance Co., Ltd. | 346,933 | $3,907 萬 | 0.82% | +59,843+20.8% | 加碼 |
| Impax Asset Management Group plc | 344,834 | $3,883 萬 | 0.19% | −1,509−0.4% | 減碼 |
| British Columbia Investment Management Corp | 342,959 | $3,862 萬 | 0.37% | −113,801−24.9% | 減碼 |
| Principle Wealth Partners LLC | 341,566 | $3,846 萬 | 4.63% | +3,295+1.0% | 加碼 |
| Alpha Cubed Investments, LLC | 340,265 | $3,832 萬 | 2.78% | +19,403+6.0% | 加碼 |
| Global Frontier Investments LLC | 339,000 | $3,818 萬 | 17.78% | 00.0% | 不變 |
| Private Management Group Inc | 338,984 | $3,817 萬 | 1.67% | +10,537+3.2% | 加碼 |
| Industrial Alliance Investment Management Inc. | 338,227 | $3,809 萬 | 1.09% | +17,225+5.4% | 加碼 |
| Westpac Banking Corp | 332,769 | $3,747 萬 | 0.49% | −24,103−6.8% | 減碼 |
| Bokf, NA | 328,823 | $3,703 萬 | 0.71% | −16,232−4.7% | 減碼 |
| Fiduciary Trust Co | 324,407 | $3,653 萬 | 0.77% | −1,158−0.4% | 減碼 |
| Stephens Inc | 322,611 | $3,633 萬 | 0.73% | −698−0.2% | 減碼 |
| Deprince Race & Zollo Inc | 322,285 | $3,629 萬 | 0.84% | +66,035+25.8% | 加碼 |
| Advisors Capital Management, LLC | 321,598 | $3,622 萬 | 1.10% | +26,058+8.8% | 加碼 |
| Wesbanco Bank Inc | 321,552 | $3,621 萬 | 1.60% | +4,907+1.5% | 加碼 |
| Guggenheim Capital LLC | 320,748 | $3,612 萬 | 0.29% | −461,369−59.0% | 減碼 |
| ArrowMark Colorado Holdings LLC | 320,139 | $3,605 萬 | 0.41% | +64,150+25.1% | 加碼 |
| Madison Asset Management, LLC | 319,250 | $3,595 萬 | 0.56% | +1,707+0.5% | 加碼 |
| Massmutual Trust Co FSB | 316,805 | $3,568 萬 | 1.55% | +14,751+4.9% | 加碼 |
| Donaldson Capital Management, LLC | 313,386 | $3,529 萬 | 1.82% | +5,818+1.9% | 加碼 |
| WestEnd Advisors, LLC | 312,776 | $3,522 萬 | 1.11% | – | – |
| Alberta Investment Management Corp | 312,302 | $3,517 萬 | 0.25% | +74,602+31.4% | 加碼 |
| Capital Advisors Inc | 312,139 | $3,515 萬 | 1.05% | +20,533+7.0% | 加碼 |
| Ancora Advisors, LLC | 310,219 | $3,493 萬 | 1.00% | +7,665+2.5% | 加碼 |
| Raymond James Trust N.A. | 310,097 | $3,492 萬 | 1.25% | −8,333−2.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 306,519 | $3,452 萬 | 1.56% | +696+0.2% | 加碼 |
| Group One Trading, L.P. | 306,384 | $3,450 萬 | 0.99% | +272,510+804.5% | 加碼 |
| Foundry Partners, LLC | 305,921 | $3,445 萬 | 2.07% | −25,983−7.8% | 減碼 |
| Polaris Wealth Advisory Group, LLC | 304,087 | $3,424 萬 | 2.74% | +37,340+14.0% | 加碼 |
| Eastern Bank | 303,550 | $3,418 萬 | 1.82% | −3,467−1.1% | 減碼 |
| GWM Advisors LLC | 302,316 | $3,404 萬 | 0.58% | −150,334−33.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 302,211 | $3,403 萬 | 1.40% | +11,414+3.9% | 加碼 |
| Bridges Investment Management Inc | 301,652 | $3,397 萬 | 1.24% | +7,789+2.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 301,193 | $3,395 萬 | 0.72% | −117,241−28.0% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 300,496 | $3,384 萬 | 1.77% | +501+0.2% | 加碼 |
| Mercer Global Advisors Inc | 297,721 | $3,353 萬 | 0.21% | +11,380+4.0% | 加碼 |
| Parsec Financial Management, Inc. | 297,689 | $3,352 萬 | 1.63% | −7,270−2.4% | 減碼 |
| Hartford Investment Management Co | 294,160 | $3,313 萬 | 1.02% | +2,010+0.7% | 加碼 |