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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 205,489 | $2,314 萬 | 0.33% | +190,739+1,293.1% | 加碼 |
| Anchor Capital Advisors LLC | 204,677 | $2,305 萬 | 0.58% | −21,817−9.6% | 減碼 |
| Leonteq Securities AG | 204,230 | $2,300 萬 | 1.09% | +147,346+259.0% | 加碼 |
| LMCG Investments, LLC | 204,180 | $2,299 萬 | 1.59% | +668+0.3% | 加碼 |
| Lido Advisors, LLC | 203,301 | $2,289 萬 | 0.49% | +18,309+9.9% | 加碼 |
| Estabrook Capital Management | 202,716 | $2,283 萬 | 3.91% | −1,762−0.9% | 減碼 |
| Moody Lynn & Lieberson, LLC | 202,062 | $2,275 萬 | 2.05% | −8,773−4.2% | 減碼 |
| Walleye Trading LLC | 201,909 | $2,274 萬 | 0.55% | +179,921+818.3% | 加碼 |
| Wafra Inc. | 201,481 | $2,269 萬 | 0.86% | −139,961−41.0% | 減碼 |
| Capital International Ltd | 200,988 | $2,263 萬 | 1.70% | +1,141+0.6% | 加碼 |
| Front Barnett Associates LLC | 200,756 | $2,261 萬 | 2.75% | −8,400−4.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 200,682 | $2,260 萬 | 0.09% | +18,137+9.9% | 加碼 |
| St Germain D J Co Inc | 200,268 | $2,255 萬 | 1.49% | −2,150−1.1% | 減碼 |
| Shufro Rose & Co LLC | 199,213 | $2,243 萬 | 1.95% | +2,526+1.3% | 加碼 |
| Atria Investments LLC | 197,940 | $2,229 萬 | 0.47% | +6,504+3.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 197,678 | $2,226 萬 | 0.50% | −245,451−55.4% | 減碼 |
| Cetera Advisors LLC | 196,899 | $2,217 萬 | 0.50% | +3,312+1.7% | 加碼 |
| Cardinal Capital Management, Inc. | 196,846 | $2,217 萬 | 1.22% | +14,299+7.8% | 加碼 |
| Community Trust & Investment Co | 196,411 | $2,212 萬 | 2.04% | +7,990+4.2% | 加碼 |
| Brinker Capital Investments, LLC | 196,059 | $2,208 萬 | 0.42% | −9,305−4.5% | 減碼 |
| Erste Asset Management GmbH | 191,018 | $2,194 萬 | 0.49% | −3,417−1.8% | 減碼 |
| Balyasny Asset Management LLC | 194,606 | $2,191 萬 | 0.09% | −235,704−54.8% | 減碼 |
| Ruffer LLP | 192,842 | $2,172 萬 | 0.85% | +15,149+8.5% | 加碼 |
| Norinchukin Bank, The | 192,202 | $2,164 萬 | 0.42% | +46,941+32.3% | 加碼 |
| Itau Unibanco Holding S.A. | 192,070 | $2,163 萬 | 0.76% | +93,175+94.2% | 加碼 |
| Thomasville National Bank | 191,251 | $2,154 萬 | 2.38% | +20,405+11.9% | 加碼 |
| Wade G W & Inc | 191,075 | $2,152 萬 | 0.98% | +7,412+4.0% | 加碼 |
| Oak Associates, Ltd | 190,303 | $2,143 萬 | 1.68% | −18,552−8.9% | 減碼 |
| Louisiana State Employees Retirement System | 186,000 | $2,131 萬 | 0.57% | −500−0.3% | 減碼 |
| Achmea Investment Management B.V. | 187,435 | $2,111 萬 | 0.68% | +20,875+12.5% | 加碼 |
| Atria Wealth Solutions, Inc. | 186,598 | $2,101 萬 | 0.42% | +41,765+28.8% | 加碼 |
| Tocqueville Asset Management L.P. | 186,043 | $2,095 萬 | 0.38% | +15,013+8.8% | 加碼 |
| Janney Capital Management LLC | 185,747 | $2,092 萬 | 1.68% | −1,238−0.7% | 減碼 |
| Silvercrest Asset Management Group LLC | 185,617 | $2,090 萬 | 0.16% | +1,412+0.8% | 加碼 |
| Absher Wealth Management, LLC | 184,976 | $2,083 萬 | 4.05% | +16,099+9.5% | 加碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 184,900 | $2,082 萬 | 0.22% | 00.0% | 不變 |
| FineMark National Bank & Trust | 183,521 | $2,067 萬 | 0.95% | −1,089−0.6% | 減碼 |
| Cullinan Associates Inc | 183,213 | $2,063 萬 | 1.26% | +13,054+7.7% | 加碼 |
| Sandy Spring Bank | 183,021 | $2,061 萬 | 1.24% | −186−0.1% | 減碼 |
| Central Trust Co | 181,952 | $2,049 萬 | 0.68% | −3,042−1.6% | 減碼 |
| Hyman Charles D | 181,875 | $2,048 萬 | 1.49% | +213+0.1% | 加碼 |
| Capital Investment Advisors, LLC | 181,527 | $2,044 萬 | 0.68% | +11,185+6.6% | 加碼 |
| Wharton Business Group, LLC | 180,844 | $2,037 萬 | 1.35% | +7,781+4.5% | 加碼 |
| Maple Capital Management, Inc. | 180,278 | $2,030 萬 | 2.67% | +7,381+4.3% | 加碼 |
| Marco Investment Management LLC | 178,967 | $2,015 萬 | 2.35% | +1,117+0.6% | 加碼 |
| Veritable, L.P. | 178,638 | $2,012 萬 | 0.36% | −1,011−0.6% | 減碼 |
| Appleton Partners Inc | 178,318 | $2,008 萬 | 1.90% | +1,767+1.0% | 加碼 |
| American Assets Investment Management, LLC | 177,600 | $2,000 萬 | 2.50% | 00.0% | 不變 |
| Independent Advisor Alliance | 177,580 | $2,000 萬 | 1.12% | +2,149+1.2% | 加碼 |
| Tower Bridge Advisors | 176,574 | $1,988 萬 | 1.62% | −3,633−2.0% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 176,160 | $1,984 萬 | 1.64% | +4,951+2.9% | 加碼 |
| BTR Capital Management Inc | 175,862 | $1,980 萬 | 2.84% | +5,071+3.0% | 加碼 |
| Palisade Capital Management LLC | 175,491 | $1,976 萬 | 0.54% | −3,101−1.7% | 減碼 |
| KCM Investment Advisors LLC | 174,515 | $1,965 萬 | 0.86% | +2,482+1.4% | 加碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 175,990 | $1,965 萬 | 1.55% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 174,061 | $1,960 萬 | 0.86% | −5,459−3.0% | 減碼 |
| Wilsey Asset Management Inc | 173,991 | $1,959 萬 | 4.86% | +3,123+1.8% | 加碼 |
| Aristotle Atlantic Partners, LLC | 173,692 | $1,956 萬 | 1.50% | +3,767+2.2% | 加碼 |
| Doyle Wealth Management | 172,878 | $1,947 萬 | 1.57% | +458+0.3% | 加碼 |
| Northeast Financial Consultants Inc | 172,878 | $1,947 萬 | 1.36% | −1,767−1.0% | 減碼 |
| Ieq Capital, LLC | 171,466 | $1,931 萬 | 0.58% | −5,807−3.3% | 減碼 |
| Randolph Co Inc | 171,440 | $1,931 萬 | 2.92% | 00.0% | 不變 |
| Rockland Trust Co | 171,127 | $1,927 萬 | 1.33% | +13,472+8.5% | 加碼 |
| Baker Avenue Asset Management, LP | 170,786 | $1,923 萬 | 1.30% | +6,095+3.7% | 加碼 |
| Bank of Nova Scotia Trust Co | 168,123 | $1,893 萬 | 1.94% | +2,448+1.5% | 加碼 |
| Villere St Denis J & Co LLC | 166,741 | $1,878 萬 | 1.40% | +4,835+3.0% | 加碼 |
| Congress Wealth Management LLC | 165,421 | $1,863 萬 | 0.48% | −3,947−2.3% | 減碼 |
| Lowe Brockenbrough & Co Inc | 165,296 | $1,861 萬 | 1.63% | −2,236−1.3% | 減碼 |
| HighPoint Advisor Group LLC | 165,630 | $1,853 萬 | 2.03% | +165,630 | 新進 |
| Verde Servicos Internacionais S.A. | 164,200 | $1,849 萬 | 4.84% | +164,200 | 新進 |
| Rothschild Investment Corp | 163,876 | $1,845 萬 | 1.70% | +4,585+2.9% | 加碼 |
| New Mexico Educational Retirement Board | 163,850 | $1,845 萬 | 0.89% | −8,000−4.7% | 減碼 |
| Carret Asset Management, LLC | 163,745 | $1,844 萬 | 2.56% | +237+0.1% | 加碼 |
| Howe & Rusling Inc | 163,361 | $1,840 萬 | 2.33% | −9,703−5.6% | 減碼 |
| Farmers & Merchants Investments Inc | 163,052 | $1,836 萬 | 0.78% | +2,089+1.3% | 加碼 |
| Blue Chip Partners, Inc. | 163,010 | $1,836 萬 | 2.34% | +6,186+3.9% | 加碼 |
| Arvest Trust Co N A | 162,803 | $1,833 萬 | 1.20% | +328+0.2% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 162,465 | $1,830 萬 | 4.14% | +1,127+0.7% | 加碼 |
| Franklin Street Advisors Inc | 161,928 | $1,824 萬 | 1.72% | −31,057−16.1% | 減碼 |
| Twinbeech Capital LP | 161,883 | $1,823 萬 | 0.82% | +132,984+460.2% | 加碼 |
| Trust Co of Vermont | 159,382 | $1,795 萬 | 1.37% | +8,893+5.9% | 加碼 |
| South State Corp. | 159,230 | $1,793 萬 | 1.68% | +590.0% | 加碼 |
| Alpine Woods Capital Investors, LLC | 158,895 | $1,789 萬 | 2.24% | +2,963+1.9% | 加碼 |
| Foster Dykema Cabot & Co Inc | 157,267 | $1,771 萬 | 2.18% | −711−0.5% | 減碼 |
| Verity & Verity, LLC | 157,137 | $1,770 萬 | 2.71% | +21,518+15.9% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 156,741 | $1,765 萬 | 1.22% | +82,823+112.0% | 加碼 |
| Abner Herrman & Brock LLC | 156,186 | $1,759 萬 | 3.04% | −3,962−2.5% | 減碼 |
| Prudential PLC | 155,248 | $1,748 萬 | 0.32% | +33,560+27.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 154,809 | $1,743 萬 | 0.11% | +49,940+47.6% | 加碼 |
| Brookstone Capital Management | 151,991 | $1,738 萬 | 0.39% | +69,656+84.6% | 加碼 |
| Kemnay Advisory Services Inc. | 153,947 | $1,734 萬 | 4.21% | 00.0% | 不變 |
| Willis Investment Counsel | 153,680 | $1,731 萬 | 1.06% | −2,400−1.5% | 減碼 |
| Capstone Investment Advisors, LLC | 152,598 | $1,718 萬 | 0.40% | −89,131−36.9% | 減碼 |
| Kettle Hill Capital Management, LLC | 152,253 | $1,715 萬 | 4.32% | +152,253 | 新進 |
| Sequoia Financial Advisors, LLC | 152,156 | $1,714 萬 | 0.48% | +16,934+12.5% | 加碼 |
| Fort Pitt Capital Group, LLC | 152,141 | $1,713 萬 | 0.74% | +21,233+16.2% | 加碼 |
| Allen Investment Management LLC | 151,653 | $1,708 萬 | 0.28% | 00.0% | 不變 |
| Citizens Financial Group Inc | 150,361 | $1,693 萬 | 0.71% | −6,200−4.0% | 減碼 |
| Wesleyan Assurance Society | 150,207 | $1,692 萬 | 2.42% | +2,500+1.7% | 加碼 |
| Campbell Newman Asset Management Inc | 150,078 | $1,690 萬 | 1.79% | −31,442−17.3% | 減碼 |