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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 91,928 | $1,035 萬 | 0.50% | +3,734+4.2% | 加碼 |
| Stamos Capital Partners, L.P. | 91,690 | $1,033 萬 | 3.12% | +14,860+19.3% | 加碼 |
| Circle Wealth Management, LLC | 91,424 | $1,030 萬 | 1.64% | +2,061+2.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 91,269 | $1,028 萬 | 0.60% | +1,325+1.5% | 加碼 |
| Endurance Wealth Management, Inc. | 91,023 | $1,025 萬 | 1.56% | +639+0.7% | 加碼 |
| Strategic Global Advisors, LLC | 91,026 | $1,025 萬 | 1.56% | +9,576+11.8% | 加碼 |
| Rossmore Private Capital | 90,890 | $1,024 萬 | 1.77% | −380−0.4% | 減碼 |
| Alerus Financial NA | 90,862 | $1,023 萬 | 0.95% | +5,325+6.2% | 加碼 |
| Biondo Investment Advisors, LLC | 90,832 | $1,023 萬 | 2.25% | +3,040+3.5% | 加碼 |
| Regent Investment Management LLC | 90,320 | $1,017 萬 | 2.84% | −632−0.7% | 減碼 |
| Cincinnati Financial Corp | 90,000 | $1,014 萬 | 0.26% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 89,973 | $1,013 萬 | 0.78% | +747+0.8% | 加碼 |
| Freestone Capital Holdings, LLC | 89,908 | $1,013 萬 | 0.39% | −6,953−7.2% | 減碼 |
| Sit Investment Associates Inc | 89,293 | $1,006 萬 | 0.31% | −4,355−4.7% | 減碼 |
| Transcend Wealth Collective, LLC | 89,053 | $1,003 萬 | 1.05% | +53+0.1% | 加碼 |
| Corbenic Partners LLC | 88,956 | $1,002 萬 | 2.64% | +6,389+7.7% | 加碼 |
| Private Advisory Group LLC | 88,944 | $1,002 萬 | 2.27% | −4,611−4.9% | 減碼 |
| Beach Investment Counsel Inc | 88,502 | $996.6 萬 | 1.25% | −350.0% | 減碼 |
| Geneos Wealth Management Inc. | 87,212 | $994.6 萬 | 0.49% | +4,479+5.4% | 加碼 |
| Brown Brothers Harriman & Co | 87,912 | $990.0 萬 | 0.08% | −814−0.9% | 減碼 |
| Choate Investment Advisors | 87,820 | $989.0 萬 | 0.60% | −170−0.2% | 減碼 |
| HB Wealth Management, LLC | 87,819 | $988.9 萬 | 0.20% | +19,755+29.0% | 加碼 |
| Kornitzer Capital Management Inc | 87,707 | $987.7 萬 | 0.20% | −2,684−3.0% | 減碼 |
| Means Investment Co., Inc. | 87,484 | $985.2 萬 | 2.09% | +2,155+2.5% | 加碼 |
| Cohen Capital Management, Inc. | 86,809 | $977.6 萬 | 2.00% | 00.0% | 不變 |
| American Portfolios Advisors | 86,600 | $975.2 萬 | 0.40% | +483+0.6% | 加碼 |
| Cape Cod Five Cents Savings Bank | 86,403 | $973.0 萬 | 1.09% | +3,970+4.8% | 加碼 |
| Hoylecohen, LLC | 86,266 | $971.4 萬 | 1.01% | +200.0% | 加碼 |
| Peak Asset Management, LLC | 86,021 | $968.7 萬 | 2.65% | +216+0.3% | 加碼 |
| Brewin Dolphin Wealth Management Ltd | 85,296 | $960.5 萬 | 1.05% | +41,528+94.9% | 加碼 |
| Girard Partners Ltd. | 84,629 | $953.0 萬 | 1.22% | +866+1.0% | 加碼 |
| Greenleaf Trust | 84,608 | $952.8 萬 | 0.14% | +10,903+14.8% | 加碼 |
| Richard Bernstein Advisors LLC | 84,499 | $951.5 萬 | 0.21% | +330.0% | 加碼 |
| Lyell Wealth Management, LP | 84,435 | $950.8 萬 | 1.55% | −507−0.6% | 減碼 |
| Core Alternative Capital | 84,097 | $947.0 萬 | 2.24% | +21,089+33.5% | 加碼 |
| Fred Alger Management, LLC | 83,958 | $945.5 萬 | 0.04% | +30,214+56.2% | 加碼 |
| Transform Wealth, LLC | 83,829 | $944.0 萬 | 1.40% | +1,081+1.3% | 加碼 |
| Wetherby Asset Management Inc | 83,452 | $939.7 萬 | 0.64% | +8,053+10.7% | 加碼 |
| First Citizens Bank & Trust Co | 83,247 | $937.4 萬 | 0.33% | −13,059−13.6% | 減碼 |
| Haverford Financial Services, Inc. | 82,841 | $932.9 萬 | 2.72% | −1,680−2.0% | 減碼 |
| Intact Investment Management Inc. | 82,800 | $932.6 萬 | 0.29% | +3,100+3.9% | 加碼 |
| Thompson Investment Management, Inc. | 82,776 | $932.1 萬 | 1.62% | +4,752+6.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 82,750 | $931.8 萬 | 0.56% | −2,034−2.4% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 82,611 | $930.3 萬 | 1.19% | +144+0.2% | 加碼 |
| Cypress Capital Group | 82,357 | $927.5 萬 | 1.41% | +10.0% | 加碼 |
| EULAV Asset Management | 82,000 | $923.4 萬 | 0.38% | −6,000−6.8% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 81,885 | $922.1 萬 | 1.06% | −20,629−20.1% | 減碼 |
| We Are One Seven, LLC | 81,874 | $922.0 萬 | 1.27% | −14,625−15.2% | 減碼 |
| Stockman Wealth Management, Inc. | 81,720 | $920.2 萬 | 2.35% | +9,448+13.1% | 加碼 |
| Burns J W & Co Inc | 81,519 | $918.0 萬 | 1.74% | +1,502+1.9% | 加碼 |
| Pallas Capital Advisors LLC | 79,983 | $917.9 萬 | 1.26% | +7,266+10.0% | 加碼 |
| Vestor Capital, LLC | 81,484 | $917.6 萬 | 1.11% | +15,582+23.6% | 加碼 |
| Earnest Partners LLC | 81,403 | $916.7 萬 | 0.06% | +1,264+1.6% | 加碼 |
| Walter Public Investments Inc. | 80,208 | $913.2 萬 | 3.28% | +1,279+1.6% | 加碼 |
| Courier Capital LLC | 80,506 | $906.6 萬 | 1.06% | +534+0.7% | 加碼 |
| Winslow Asset Management Inc | 80,489 | $906.4 萬 | 2.19% | +546+0.7% | 加碼 |
| Gemsstock Limited | 80,100 | $902.0 萬 | 11.58% | +13,600+20.5% | 加碼 |
| General American Investors Co Inc | 80,000 | $900.9 萬 | 0.91% | 00.0% | 不變 |
| Hennessy Advisors Inc | 79,650 | $896.9 萬 | 0.54% | +1,150+1.5% | 加碼 |
| Twin Capital Management Inc | 79,349 | $893.5 萬 | 1.14% | −2,341−2.9% | 減碼 |
| GAM Holding AG | 79,307 | $893.1 萬 | 0.60% | −79−0.1% | 減碼 |
| Ardent Capital Management, Inc. | 79,240 | $892.3 萬 | 10.99% | −136−0.2% | 減碼 |
| Chicago Partners Investment Group LLC | 77,162 | $890.1 萬 | 0.64% | +296+0.4% | 加碼 |
| Vantage Investment Partners, LLC | 78,954 | $889.1 萬 | 0.71% | −192,724−70.9% | 減碼 |
| Palisade Asset Management, LLC | 78,845 | $887.9 萬 | 1.14% | +3,185+4.2% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 78,500 | $884.0 萬 | 1.44% | −3,500−4.3% | 減碼 |
| Rice Partnership, LLC | 78,357 | $882.4 萬 | 3.10% | −8,393−9.7% | 減碼 |
| Edge Capital Group, LLC | 78,330 | $882.1 萬 | 0.83% | −2,241−2.8% | 減碼 |
| Simmons Bank | 78,260 | $881.3 萬 | 0.77% | +1,660+2.2% | 加碼 |
| Wolverine Asset Management LLC | 78,243 | $881.0 萬 | 0.11% | +56,717+263.5% | 加碼 |
| Community Bank, N.A. | 78,009 | $878.4 萬 | 1.26% | +2,632+3.5% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 77,976 | $878.1 萬 | 1.02% | −7,378−8.6% | 減碼 |
| 1st Source Bank | 77,905 | $877.3 萬 | 0.62% | −1,360−1.7% | 減碼 |
| Eagle Ridge Investment Management | 77,707 | $875.1 萬 | 1.05% | +2,663+3.5% | 加碼 |
| Greenwood Gearhart Inc | 77,541 | $873.2 萬 | 1.39% | +4,701+6.5% | 加碼 |
| King Wealth | 77,422 | $871.8 萬 | 2.09% | +2,203+2.9% | 加碼 |
| Siemens Fonds Invest GmbH | 77,302 | $870.5 萬 | 0.92% | −735−0.9% | 減碼 |
| Gratus Capital LLC | 77,289 | $870.3 萬 | 0.98% | +4,792+6.6% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 77,241 | $869.8 萬 | 2.23% | +3,701+5.0% | 加碼 |
| Viking Fund Management LLC | 77,000 | $867.1 萬 | 2.01% | +13,500+21.3% | 加碼 |
| Punch & Associates Investment Management, Inc. | 76,845 | $865.4 萬 | 0.61% | −670−0.9% | 減碼 |
| Moreno Evelyn V | 76,780 | $864.6 萬 | 2.02% | −813−1.0% | 減碼 |
| Mutual Advisors, LLC | 76,723 | $864.0 萬 | 0.57% | +7,815+11.3% | 加碼 |
| Belpointe Asset Management LLC | 77,845 | $861.0 萬 | 0.58% | +28,336+57.2% | 加碼 |
| Whitener Capital Management, Inc. | 76,442 | $860.8 萬 | 3.88% | +1,742+2.3% | 加碼 |
| Caldwell Trust Co | 76,289 | $859.1 萬 | 1.18% | +3,398+4.7% | 加碼 |
| CWA Asset Management Group, LLC | 76,274 | $858.9 萬 | 0.80% | +4,115+5.7% | 加碼 |
| Ycg, LLC | 76,233 | $858.5 萬 | 0.97% | +64+0.1% | 加碼 |
| Buckley Wealth Management, LLC | 76,074 | $856.7 萬 | 2.76% | +18,394+31.9% | 加碼 |
| JCIC Asset Management Inc. | 75,994 | $855.8 萬 | 4.61% | −7,580−9.1% | 減碼 |
| Hudson Valley Investment Advisors Inc | 75,921 | $854.9 萬 | 1.33% | −3,106−3.9% | 減碼 |
| Segment Wealth Management, LLC | 75,723 | $852.7 萬 | 1.08% | +3,623+5.0% | 加碼 |
| Strategy Asset Managers LLC | 75,681 | $852.2 萬 | 2.62% | −646−0.8% | 減碼 |
| GHP Investment Advisors, Inc. | 74,615 | $840.2 萬 | 0.62% | −283−0.4% | 減碼 |
| Grimes & Company, Inc. | 74,349 | $837.3 萬 | 0.42% | +2,476+3.4% | 加碼 |
| Wellington Shields Capital Management, LLC | 163,444 | $835.1 萬 | 1.04% | −20,007−10.9% | 減碼 |
| SFE Investment Counsel | 74,125 | $834.7 萬 | 2.49% | +3,708+5.3% | 加碼 |
| Pettee Investors, Inc. | 74,004 | $833.3 萬 | 4.15% | +140.0% | 加碼 |
| Redpoint Investment Management Pty Ltd | 73,645 | $829.3 萬 | 0.99% | +1,042+1.4% | 加碼 |
| Boenning & Scattergood, Inc. | 73,355 | $826.0 萬 | 1.56% | −170.0% | 減碼 |