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 −39 家
- 持有股數
- 20.4 億
- 較 2022 年第 1 季 +563.3 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
- 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $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 |
|---|---|---|---|---|---|
| Drexel Morgan & Co. | 112,850 | $1,271 萬 | 3.49% | +244+0.2% | 加碼 |
| Prospera Financial Services Inc | 112,413 | $1,267 萬 | 0.65% | +11,585+11.5% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 112,107 | $1,262 萬 | 1.35% | +8,682+8.4% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 111,771 | $1,259 萬 | 3.03% | 00.0% | 不變 |
| MainStreet Investment Advisors LLC | 111,429 | $1,255 萬 | 1.44% | −540.0% | 減碼 |
| United Services Automobile Association | 111,221 | $1,253 萬 | 0.33% | +111,221 | 新進 |
| Ally Financial Inc. | 111,000 | $1,250 萬 | 1.70% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 110,851 | $1,248 萬 | 1.02% | +6,439+6.2% | 加碼 |
| Thompson Siegel & Walmsley LLC | 110,515 | $1,245 萬 | 0.20% | −12,681−10.3% | 減碼 |
| Fiduciary Group LLC | 103,471 | $1,243 萬 | 1.55% | +1,515+1.5% | 加碼 |
| Texas Yale Capital Corp. | 109,861 | $1,237 萬 | 0.80% | +7,420+7.2% | 加碼 |
| Waverton Investment Management Ltd | 109,787 | $1,236 萬 | 0.48% | +8,839+8.8% | 加碼 |
| Grassi Investment Management | 109,456 | $1,233 萬 | 1.64% | −847−0.8% | 減碼 |
| CSM Advisors, LLC | 109,220 | $1,230 萬 | 1.14% | +1,310+1.2% | 加碼 |
| Adell Harriman & Carpenter Inc | 108,929 | $1,227 萬 | 1.50% | +4,457+4.3% | 加碼 |
| Ashburton (Jersey) Ltd | 108,772 | $1,225 萬 | 6.01% | −1,260−1.1% | 減碼 |
| Pictet North America Advisors SA | 108,477 | $1,222 萬 | 1.62% | +100.0% | 加碼 |
| Gluskin Sheff & Assoc Inc | 108,467 | $1,221 萬 | 0.67% | −4,503−4.0% | 減碼 |
| Dearborn Partners LLC | 107,925 | $1,215 萬 | 0.51% | −190.0% | 減碼 |
| Anderson Hoagland & Co | 105,815 | $1,214 萬 | 1.82% | −60.0% | 減碼 |
| Trexquant Investment LP | 107,740 | $1,213 萬 | 0.54% | −67,495−38.5% | 減碼 |
| HBK Sorce Advisory LLC | 107,605 | $1,212 萬 | 0.89% | −118,596−52.4% | 減碼 |
| National Asset Management, Inc. | 107,570 | $1,212 萬 | 0.51% | −9,385−8.0% | 減碼 |
| Cannell Peter B & Co Inc | 107,539 | $1,211 萬 | 0.44% | +21,279+24.7% | 加碼 |
| Socorro Asset Management LP | 107,071 | $1,206 萬 | 4.28% | −13,549−11.2% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 107,059 | $1,206 萬 | 0.51% | +6,069+6.0% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 106,987 | $1,205 萬 | 0.98% | −407−0.4% | 減碼 |
| TruWealth Advisors, LLC | 106,871 | $1,204 萬 | 1.29% | +8,332+8.5% | 加碼 |
| AlphaCrest Capital Management LLC | 106,818 | $1,203 萬 | 0.58% | +61,028+133.3% | 加碼 |
| Grand Jean Capital Management Inc | 106,308 | $1,197 萬 | 4.79% | −14,486−12.0% | 減碼 |
| Northwest & Ethical Investments L.P. | 106,291 | $1,197 萬 | 0.45% | +8,124+8.3% | 加碼 |
| Inverness Counsel LLC | 106,233 | $1,196 萬 | 0.67% | +3,747+3.7% | 加碼 |
| Baxter Bros Inc | 105,353 | $1,186 萬 | 2.13% | +2,230+2.2% | 加碼 |
| TownSquare Capital, LLC | 105,233 | $1,185 萬 | 0.34% | +17,760+20.3% | 加碼 |
| Matthew 25 Management Corp | 105,000 | $1,182 萬 | 4.37% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 102,529 | $1,173 萬 | 0.16% | +56,224+121.4% | 加碼 |
| Nicola Wealth Management Ltd. | 104,000 | $1,171 萬 | 1.12% | +7,500+7.8% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 103,910 | $1,170 萬 | 2.13% | +519+0.5% | 加碼 |
| Torray LLC | 103,880 | $1,170 萬 | 2.23% | +14,053+15.6% | 加碼 |
| Diversified Trust Co | 103,618 | $1,167 萬 | 0.49% | +3,244+3.2% | 加碼 |
| Washington Trust Bank | 103,586 | $1,167 萬 | 1.50% | +4,680+4.7% | 加碼 |
| Colonial Trust Advisors | 103,576 | $1,166 萬 | 1.64% | −665−0.6% | 減碼 |
| Sigma Planning Corp | 103,467 | $1,165 萬 | 0.42% | −3,109−2.9% | 減碼 |
| SS&H Financial Advisors, Inc. | 103,286 | $1,163 萬 | 5.37% | −310.0% | 減碼 |
| Integrated Advisors Network LLC | 103,069 | $1,161 萬 | 0.76% | +17,252+20.1% | 加碼 |
| Rothschild Capital Partners, LLC | 103,059 | $1,161 萬 | 4.85% | 00.0% | 不變 |
| First Financial Bank - Trust Division | 102,889 | $1,159 萬 | 1.41% | +2,053+2.0% | 加碼 |
| LGT Fund Management Co Ltd. | 102,829 | $1,158 萬 | 1.70% | −3,241−3.1% | 減碼 |
| Fullerton Fund Management Co Ltd. | 102,689 | $1,156 萬 | 0.77% | −11,805−10.3% | 減碼 |
| NBT Bank N A | 102,573 | $1,155 萬 | 1.76% | +303+0.3% | 加碼 |
| Wedbush Securities Inc | 102,305 | $1,152 萬 | 0.63% | +1,350+1.3% | 加碼 |
| Novare Capital Management LLC | 101,955 | $1,148 萬 | 1.42% | −571−0.6% | 減碼 |
| Vancity Investment Management Ltd | 101,865 | $1,147 萬 | 1.63% | −43,442−29.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 101,840 | $1,147 萬 | 0.66% | −1,160−1.1% | 減碼 |
| CCM Investment Advisers LLC | 101,558 | $1,144 萬 | 1.84% | +2,645+2.7% | 加碼 |
| Integrity Advisory, LLC | 101,312 | $1,141 萬 | 11.17% | +65,042+179.3% | 加碼 |
| United Bank | 101,243 | $1,140 萬 | 1.71% | −2,447−2.4% | 減碼 |
| CWM, LLC | 101,173 | $1,139 萬 | 0.09% | +7,386+7.9% | 加碼 |
| Clearstead Advisors, LLC | 100,914 | $1,136 萬 | 0.89% | +3,248+3.3% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 100,344 | $1,130 萬 | 1.04% | +13,114+15.0% | 加碼 |
| Advisory Services Network, LLC | 100,291 | $1,129 萬 | 0.39% | +6,131+6.5% | 加碼 |
| New England Asset Management Inc | 99,897 | $1,125 萬 | 0.19% | +1,300+1.3% | 加碼 |
| First American Trust, FSB | 99,763 | $1,124 萬 | 1.78% | +1,964+2.0% | 加碼 |
| Snowden Capital Advisors LLC | 99,677 | $1,122 萬 | 0.50% | +368+0.4% | 加碼 |
| Eagle Rock Investment Company, LLC | 99,550 | $1,121 萬 | 2.74% | −2,633−2.6% | 減碼 |
| Montag A & Associates Inc | 98,454 | $1,109 萬 | 0.72% | +740+0.8% | 加碼 |
| Trust Co of Virginia | 98,237 | $1,106 萬 | 1.33% | +3,389+3.6% | 加碼 |
| Canandaigua National Corp | 98,039 | $1,104 萬 | 1.96% | −5,514−5.3% | 減碼 |
| Yarbrough Capital, LLC | 97,875 | $1,102 萬 | 0.83% | −20.0% | 減碼 |
| Bridgeway Capital Management, LLC | 97,395 | $1,097 萬 | 0.25% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 97,351 | $1,096 萬 | 0.03% | +5,844+6.4% | 加碼 |
| Bragg Financial Advisors, Inc | 97,049 | $1,093 萬 | 0.73% | +4,328+4.7% | 加碼 |
| Mitchell Sinkler & Starr | 96,902 | $1,091 萬 | 4.01% | +510+0.5% | 加碼 |
| Westchester Capital Management, Inc. | 96,650 | $1,088 萬 | 3.32% | +1,066+1.1% | 加碼 |
| Verdence Capital Advisors LLC | 96,607 | $1,088 萬 | 1.41% | −2,289−2.3% | 減碼 |
| Murphy Capital Management Inc | 96,206 | $1,083 萬 | 1.50% | −1,209−1.2% | 減碼 |
| Edge Wealth Management LLC | 96,045 | $1,082 萬 | 2.34% | +1,296+1.4% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 95,934 | $1,080 萬 | 0.52% | +2,340+2.5% | 加碼 |
| BTC Capital Management, Inc. | 96,037 | $1,079 萬 | 1.32% | +8,283+9.4% | 加碼 |
| Telemus Capital, LLC | 95,753 | $1,078 萬 | 1.05% | −1,855−1.9% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 95,414 | $1,075 萬 | 1.41% | +931+1.0% | 加碼 |
| Penobscot Investment Management Company, Inc. | 95,195 | $1,072 萬 | 1.85% | +219+0.2% | 加碼 |
| IFP Advisors, Inc | 125,284 | $1,069 萬 | 0.36% | −90,264−41.9% | 減碼 |
| Charter Trust Co | 94,845 | $1,068 萬 | 0.85% | +10,614+12.6% | 加碼 |
| Corient Capital Partners, LLC | 94,796 | $1,068 萬 | 0.81% | −9,666−9.3% | 減碼 |
| Moneta Group Investment Advisors LLC | 92,446 | $1,066 萬 | 0.36% | +6,420+7.5% | 加碼 |
| Park Avenue Securities LLC | 94,604 | $1,065 萬 | 0.21% | +6,846+7.8% | 加碼 |
| Sonora Investment Management Group, LLC | 94,514 | $1,064 萬 | 1.01% | +7,875+9.1% | 加碼 |
| Lincoln National Corp | 94,469 | $1,064 萬 | 0.25% | −1,370−1.4% | 減碼 |
| Ledyard National Bank | 94,333 | $1,062 萬 | 1.28% | +1,098+1.2% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 93,617 | $1,054 萬 | 0.03% | −167,151−64.1% | 減碼 |
| Community Bank of Raymore | 93,120 | $1,049 萬 | 3.19% | −290−0.3% | 減碼 |
| Forum Financial Management, LP | 93,101 | $1,048 萬 | 0.53% | +7,346+8.6% | 加碼 |
| Cincinnati Casualty Co | 93,000 | $1,047 萬 | 6.84% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $1,047 萬 | 4.51% | 00.0% | 不變 |
| Sand Hill Global Advisors, LLC | 92,920 | $1,046 萬 | 0.60% | +2,690+3.0% | 加碼 |
| Engineers Gate Manager LP | 92,708 | $1,044 萬 | 0.38% | +45,852+97.9% | 加碼 |
| FDx Advisors, Inc. | 92,664 | $1,044 萬 | 0.39% | −31,801−25.6% | 減碼 |
| Citizens Business Bank | 92,652 | $1,044 萬 | 1.48% | −534−0.6% | 減碼 |
| Dowling & Yahnke LLC | 92,629 | $1,043 萬 | 0.49% | +3,116+3.5% | 加碼 |