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 |
|---|---|---|---|---|---|
| Worldquant Millennium Advisors LLC | 292,832 | $3,298 萬 | 0.94% | +166,214+131.3% | 加碼 |
| Advisors Asset Management, Inc. | 292,326 | $3,292 萬 | 0.60% | +292,326 | 新進 |
| Vigilant Capital Management, LLC | 291,958 | $3,288 萬 | 2.84% | +10,966+3.9% | 加碼 |
| Miller Howard Investments Inc | 290,650 | $3,273 萬 | 1.26% | +15,773+5.7% | 加碼 |
| Roffman Miller Associates Inc | 290,536 | $3,272 萬 | 2.83% | +5,177+1.8% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 289,526 | $3,260 萬 | 1.95% | +82,724+40.0% | 加碼 |
| North Star Investment Management Corp. | 285,580 | $3,216 萬 | 2.92% | +4,265+1.5% | 加碼 |
| PM Capital Ltd | 284,889 | $3,208 萬 | 8.31% | 00.0% | 不變 |
| Giverny Capital Inc.大師吉維尼資本 | 284,157 | $3,200 萬 | 2.11% | +7,609+2.8% | 加碼 |
| ZWJ Investment Counsel Inc | 280,456 | $3,158 萬 | 1.84% | +5,372+2.0% | 加碼 |
| First Manhattan Co | 281,559 | $3,154 萬 | 0.13% | −21,412−7.1% | 減碼 |
| Welch Group, LLC | 277,090 | $3,120 萬 | 1.90% | +44,406+19.1% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 275,864 | $3,106 萬 | 0.51% | −704−0.3% | 減碼 |
| Cetera Investment Advisers | 274,842 | $3,095 萬 | 0.49% | +28,471+11.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 268,479 | $3,023 萬 | 1.29% | +148,558+123.9% | 加碼 |
| Gradient Investments LLC | 267,942 | $3,017 萬 | 0.88% | +41,095+18.1% | 加碼 |
| MBB Public Markets I LLC | 267,752 | $3,015 萬 | 0.73% | +93,671+53.8% | 加碼 |
| Sabal Trust CO | 266,240 | $2,998 萬 | 2.15% | +13,266+5.2% | 加碼 |
| Destination Wealth Management | 266,237 | $2,998 萬 | 1.21% | +7,298+2.8% | 加碼 |
| McDonald Capital Investors Inc | 264,683 | $2,981 萬 | 2.49% | +100,961+61.7% | 加碼 |
| South Dakota Investment Council | 263,863 | $2,971 萬 | 0.67% | +55,210+26.5% | 加碼 |
| Vontobel Holding Ltd. | 256,421 | $2,957 萬 | 0.32% | +10,728+4.4% | 加碼 |
| PFS Investments Inc. | 259,480 | $2,922 萬 | 0.59% | +42,019+19.3% | 加碼 |
| Cornerstone Advisors, LLC | 257,000 | $2,894 萬 | 1.52% | +40,000+18.4% | 加碼 |
| First National Bank of Omaha | 254,876 | $2,870 萬 | 1.74% | −7,430−2.8% | 減碼 |
| Spears Abacus Advisors LLC | 253,460 | $2,854 萬 | 2.57% | +12,732+5.3% | 加碼 |
| Barr E S & Co | 252,630 | $2,845 萬 | 2.32% | +11,977+5.0% | 加碼 |
| Ossiam | 252,479 | $2,843 萬 | 0.86% | +152,528+152.6% | 加碼 |
| Nexus Investment Management ULC | 251,972 | $2,838 萬 | 3.26% | −7,100−2.7% | 減碼 |
| Cetera Advisor Networks LLC | 251,259 | $2,829 萬 | 0.36% | +36,209+16.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 249,755 | $2,823 萬 | 0.43% | +112,392+81.8% | 加碼 |
| First National Trust Co | 250,385 | $2,820 萬 | 1.59% | +2,329+0.9% | 加碼 |
| Chartwell Investment Partners, LLC | 250,325 | $2,819 萬 | 1.13% | +4,164+1.7% | 加碼 |
| Daiwa Securities Group Inc. | 249,950 | $2,815 萬 | 0.22% | +7,425+3.1% | 加碼 |
| Taurus Asset Management, LLC | 249,931 | $2,815 萬 | 3.47% | −5,194−2.0% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 249,178 | $2,806 萬 | 0.62% | −38,543−13.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 248,418 | $2,797 萬 | 0.71% | +6,466+2.7% | 加碼 |
| First Foundation Advisors | 248,043 | $2,793 萬 | 1.23% | +21,437+9.5% | 加碼 |
| Baskin Financial Services Inc. | 248,035 | $2,793 萬 | 3.03% | −1,143−0.5% | 減碼 |
| Capitolis Advisors LLC | 247,928 | $2,792 萬 | 1.46% | −4,685−1.9% | 減碼 |
| Xponance, Inc. | 247,379 | $2,786 萬 | 0.56% | +10,083+4.2% | 加碼 |
| Meyer Handelman Co | 246,191 | $2,772 萬 | 1.19% | +2,050+0.8% | 加碼 |
| Edmond de Rothschild Holding S.A. | 246,061 | $2,771 萬 | 0.68% | −130,398−34.6% | 減碼 |
| Bryn Mawr Trust Co | 245,931 | $2,769 萬 | 1.27% | −5,583−2.2% | 減碼 |
| Ingalls & Snyder LLC | 244,816 | $2,757 萬 | 1.45% | +9,366+4.0% | 加碼 |
| Commerzbank Aktiengesellschaft | 243,867 | $2,746 萬 | 1.92% | −16,569−6.4% | 減碼 |
| Argent Trust Co | 243,589 | $2,743 萬 | 1.88% | −1,250−0.5% | 減碼 |
| Wolverine Trading, LLC | 237,277 | $2,736 萬 | 0.86% | +140,838+146.0% | 加碼 |
| Securian Asset Management, Inc | 242,907 | $2,735 萬 | 0.66% | −2,992−1.2% | 減碼 |
| Fishman Jay A Ltd | 242,549 | $2,731 萬 | 3.72% | −372−0.2% | 減碼 |
| Man Group plc | – | $2,712 萬 | 0.12% | – | – |
| Covington Capital Management | 240,470 | $2,708 萬 | 1.10% | +11,277+4.9% | 加碼 |
| Busey Wealth Management | 239,401 | $2,696 萬 | 1.25% | +3,417+1.4% | 加碼 |
| Crestwood Advisors Group LLC | 238,027 | $2,680 萬 | 0.90% | +348+0.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 232,751 | $2,621 萬 | 0.88% | +4,790+2.1% | 加碼 |
| Heritage Investors Management Corp | 232,460 | $2,618 萬 | 1.23% | +13,836+6.3% | 加碼 |
| NS Partners Ltd | 231,717 | $2,609 萬 | 1.58% | +762+0.3% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 230,425 | $2,595 萬 | 1.07% | −69,498−23.2% | 減碼 |
| NorthCrest Asset Manangement, LLC | 230,155 | $2,592 萬 | 1.33% | +23,345+11.3% | 加碼 |
| Central Securities Corp | 230,000 | $2,590 萬 | 3.45% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 229,938 | $2,589 萬 | 0.39% | −342,200−59.8% | 減碼 |
| Gillespie Robinson & Grimm Inc | 229,813 | $2,588 萬 | 2.66% | −33,060−12.6% | 減碼 |
| Private Wealth Partners, LLC | 229,384 | $2,583 萬 | 3.00% | −5,666−2.4% | 減碼 |
| Payden & Rygel | 228,860 | $2,577 萬 | 1.55% | +54,054+30.9% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 228,000 | $2,568 萬 | 1.66% | −28,960−11.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 227,310 | $2,560 萬 | 0.66% | +30,086+15.3% | 加碼 |
| Maryland State Retirement & Pension System | 224,751 | $2,531 萬 | 0.82% | −2,337−1.0% | 減碼 |
| First Horizon Advisors, Inc. | 223,103 | $2,512 萬 | 0.89% | +98,510+79.1% | 加碼 |
| Old National Bancorp | 222,819 | $2,509 萬 | 0.85% | +59,293+36.3% | 加碼 |
| Matrix Asset Advisors Inc | 222,179 | $2,502 萬 | 3.84% | +3,807+1.7% | 加碼 |
| Mill Capital Management, LLC | 221,954 | $2,499 萬 | 2.77% | +3,833+1.8% | 加碼 |
| Flputnam Investment Management Co | 221,416 | $2,493 萬 | 0.92% | −43,776−16.5% | 減碼 |
| Clifford Swan Investment Counsel LLC | 220,163 | $2,479 萬 | 1.07% | −5,764−2.6% | 減碼 |
| Venture Visionary Partners LLC | 219,997 | $2,477 萬 | 1.88% | +5,059+2.4% | 加碼 |
| AE Wealth Management LLC | 218,946 | $2,466 萬 | 0.20% | +17,672+8.8% | 加碼 |
| Schwerin Boyle Capital Management Inc | 218,026 | $2,455 萬 | 2.51% | −450−0.2% | 減碼 |
| Kentucky Retirement Systems | 217,984 | $2,455 萬 | 1.04% | +29,614+15.7% | 加碼 |
| Highland Capital Management, LLC | 217,965 | $2,455 萬 | 1.76% | −2,492−1.1% | 減碼 |
| LaFleur & Godfrey LLC | 217,279 | $2,447 萬 | 3.87% | +25,079+13.0% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 216,550 | $2,439 萬 | 0.35% | 00.0% | 不變 |
| Klingenstein Fields & Co LP | 215,956 | $2,432 萬 | 1.26% | +1,672+0.8% | 加碼 |
| Chilton Capital Management LLC | 215,832 | $2,431 萬 | 1.49% | −46,496−17.7% | 減碼 |
| Polar Capital Holdings Plc | 215,718 | $2,429 萬 | 0.19% | −42,767−16.5% | 減碼 |
| Wealthfront Advisers LLC | 215,285 | $2,424 萬 | 0.12% | +26,786+14.2% | 加碼 |
| MMBG Investment Advisors Co. | 214,451 | $2,415 萬 | 3.00% | +8,134+3.9% | 加碼 |
| Johnson Investment Counsel Inc | 214,331 | $2,414 萬 | 0.34% | −2,703−1.2% | 減碼 |
| Northeast Investment Management | 212,315 | $2,391 萬 | 1.53% | −4,245−2.0% | 減碼 |
| Oakworth Capital, Inc. | 211,671 | $2,384 萬 | 2.40% | +8,314+4.1% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 211,200 | $2,378 萬 | 2.41% | +3,732+1.8% | 加碼 |
| Stewart & Patten Co LLC | 210,580 | $2,371 萬 | 4.33% | +5,850+2.9% | 加碼 |
| Hancock Whitney Corp | 210,032 | $2,365 萬 | 0.95% | −2,093−1.0% | 減碼 |
| Howard Capital Management Group, LLC | 209,333 | $2,357 萬 | 2.77% | −1,765−0.8% | 減碼 |
| Chesley Taft & Associates LLC | 208,577 | $2,349 萬 | 1.60% | −693−0.3% | 減碼 |
| Smith, Salley & Associates | 208,536 | $2,348 萬 | 2.03% | +10,361+5.2% | 加碼 |
| Levin Capital Strategies, L.P. | 207,509 | $2,337 萬 | 2.82% | −10,623−4.9% | 減碼 |
| Salem Investment Counselors Inc | 207,411 | $2,336 萬 | 1.06% | +9,585+4.8% | 加碼 |
| Braun Stacey Associates Inc | 207,392 | $2,335 萬 | 1.33% | −22,496−9.8% | 減碼 |
| Manitou Investment Management Ltd. | 206,690 | $2,328 萬 | 4.35% | −1,372−0.7% | 減碼 |
| Pictet & Cie (Europe) SA | 206,610 | $2,327 萬 | 1.08% | 00.0% | 不變 |
| Eagle Global Advisors LLC | 205,543 | $2,315 萬 | 1.71% | −1,526−0.7% | 減碼 |