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。
2021 年第 2 季 13F 持有人
JPMorgan Chase & Co 在 2021/6/30 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
- 3,246
- 較 2021 年第 1 季 +69 家
- 持有股數
- 21.2 億
- 較 2021 年第 1 季 −4,636 萬 (−2.1%)
- 總市值
- $3,293 億
- 較 2021 年第 1 季 +$5,667 萬 (0.0%)
- 新進機構
- 154
- 另有 1,502 家加碼
- 清倉機構
- 85
- 另有 1,284 家減碼
另有 41 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Easterly Investment Partners LLC | 7,233 | $112.5 萬 | 0.13% | −15,318−67.9% | 減碼 |
| Nations Financial Group Inc, | 7,235 | $112.5 萬 | 0.19% | +2,059+39.8% | 加碼 |
| HBW Advisory Services LLC | 7,263 | $113.0 萬 | 0.30% | +1,821+33.5% | 加碼 |
| Axiom Investment Management LLC | 7,277 | $113.1 萬 | 0.88% | +3,378+86.6% | 加碼 |
| Armbruster Capital Management, Inc. | 7,287 | $113.3 萬 | 0.32% | 00.0% | 不變 |
| M. Kraus & Co | 7,302 | $113.6 萬 | 0.41% | +62+0.9% | 加碼 |
| Sippican Capital Advisors | 7,310 | $113.7 萬 | 0.99% | −75−1.0% | 減碼 |
| Atlas Capital Advisors LLC | 7,317 | $113.8 萬 | 0.19% | +113+1.6% | 加碼 |
| Cornerstone National Bank & Trust Co | 7,318 | $113.8 萬 | 0.50% | +506+7.4% | 加碼 |
| Michael B. Yongue | 7,328 | $114.0 萬 | 0.83% | +13+0.2% | 加碼 |
| IFG Advisors, LLC | 7,332 | $114.0 萬 | 0.54% | +127+1.8% | 加碼 |
| Carmichael Hill & Associates, Inc. | 7,356 | $114.4 萬 | 0.65% | −98−1.3% | 減碼 |
| Cypress Wealth Services, LLC | 7,368 | $114.6 萬 | 0.31% | −3,161−30.0% | 減碼 |
| Thrive Capital Management, LLC | 7,387 | $114.9 萬 | 0.89% | +2,123+40.3% | 加碼 |
| AllSquare Wealth Management LLC | 7,396 | $115.0 萬 | 0.67% | −50−0.7% | 減碼 |
| Iron Financial, LLC | 7,421 | $115.4 萬 | 0.54% | −255−3.3% | 減碼 |
| MBA Advisors LLC | 7,432 | $115.6 萬 | 0.87% | −36−0.5% | 減碼 |
| Loudon Investment Management, LLC | 7,442 | $115.8 萬 | 0.79% | −8−0.1% | 減碼 |
| DRW Securities, LLC | 7,447 | $115.8 萬 | 0.16% | +5,309+248.3% | 加碼 |
| First National Bank Sioux Falls | 7,465 | $116.1 萬 | 1.77% | −20−0.3% | 減碼 |
| Prudent Man Advisors, LLC | 7,472 | $116.2 萬 | 0.45% | −24−0.3% | 減碼 |
| Princeton Capital Management LLC | 7,478 | $116.3 萬 | 0.36% | +1,797+31.6% | 加碼 |
| ELCO Management Co., LLC | 7,506 | $116.7 萬 | 0.87% | +46+0.6% | 加碼 |
| WESPAC Advisors, LLC | 7,508 | $116.8 萬 | 2.24% | −11,150−59.8% | 減碼 |
| Sky Investment Group LLC | 7,524 | $117.0 萬 | 0.26% | +785+11.6% | 加碼 |
| Carolinas Wealth Consulting LLC | 7,539 | $117.3 萬 | 0.26% | +777+11.5% | 加碼 |
| High Falls Advisors, Inc | 7,548 | $117.4 萬 | 0.32% | +13+0.2% | 加碼 |
| Capital Markets Trading UK LLP | 7,556 | $117.5 萬 | 1.19% | +962+14.6% | 加碼 |
| Veracity Capital LLC | 147,269 | $117.6 萬 | 0.28% | +140,916+2,218.1% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 7,576 | $117.8 萬 | 0.27% | −856−10.2% | 減碼 |
| PSI Advisors, LLC | 7,581 | $117.9 萬 | 0.62% | +2,058+37.3% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 7,594 | $118.1 萬 | 0.74% | −1,307−14.7% | 減碼 |
| MONECO Advisors, LLC | 7,622 | $118.5 萬 | 0.55% | +253+3.4% | 加碼 |
| Aspireon Wealth Advisors | 7,641 | $118.8 萬 | 0.77% | +141+1.9% | 加碼 |
| Dividend Assets Capital, LLC | 7,645 | $118.9 萬 | 0.23% | −3,589−31.9% | 減碼 |
| Clearview Wealth Advisors LLC | 7,642 | $118.9 萬 | 0.73% | +360+4.9% | 加碼 |
| Plancorp, LLC | 7,658 | $119.1 萬 | 0.09% | −116−1.5% | 減碼 |
| Paulson Wealth Management Inc. | 7,668 | $119.3 萬 | 0.58% | +135+1.8% | 加碼 |
| Doheny Asset Management | 7,689 | $119.6 萬 | 0.77% | −200−2.5% | 減碼 |
| Summit Financial Strategies, Inc. | 7,705 | $119.8 萬 | 0.25% | +1,986+34.7% | 加碼 |
| AIA Group Ltd | 8,154 | $119.8 萬 | 0.08% | +8,154 | 新進 |
| Relyea Zuckerberg Hanson LLC | 7,714 | $120.0 萬 | 0.49% | +293+3.9% | 加碼 |
| Renaissance Group LLC | 7,742 | $120.4 萬 | 0.05% | −694−8.2% | 減碼 |
| QP Wealth Management, LLC | 7,760 | $120.7 萬 | 1.24% | −1,141−12.8% | 減碼 |
| Mitchell Sinkler & Starr | 7,762 | $120.7 萬 | 1.10% | 00.0% | 不變 |
| Waddell & Associates, LLC | 7,769 | $120.8 萬 | 0.21% | +7,769 | 新進 |
| LBMC Investment Advisors, LLC | 7,784 | $121.1 萬 | 0.12% | +2,520+47.9% | 加碼 |
| Platte River Wealth Advisors, LLC | 7,803 | $121.4 萬 | 0.46% | +182+2.4% | 加碼 |
| Global Trust Asset Management, LLC | 7,806 | $121.4 萬 | 0.58% | +2,132+37.6% | 加碼 |
| Corsicana & Co. | 7,815 | $121.6 萬 | 0.77% | +7,815 | 新進 |
| Keel Point, LLC | 7,843 | $122.0 萬 | 0.15% | −561−6.7% | 減碼 |
| Atwood & Palmer Inc | 7,849 | $122.1 萬 | 0.11% | −300−3.7% | 減碼 |
| Reitz Capital Advisors LLC | 7,852 | $122.1 萬 | 0.86% | −38−0.5% | 減碼 |
| Ironwood Investment Management LLC | 7,848 | $122.1 萬 | 0.62% | 00.0% | 不變 |
| Cooper Financial Group | 7,869 | $122.4 萬 | 0.25% | +316+4.2% | 加碼 |
| Legacy Bridge, LLC | 7,888 | $122.7 萬 | 0.69% | +1,050+15.4% | 加碼 |
| Alhambra Investment Partners LLC | 7,898 | $122.8 萬 | 0.92% | +105+1.3% | 加碼 |
| JFS Wealth Advisors, LLC | 7,919 | $123.2 萬 | 0.18% | +1,195+17.8% | 加碼 |
| Garrison Point Advisors, LLC | 7,927 | $123.3 萬 | 0.89% | +50+0.6% | 加碼 |
| Weather Gauge Advisory, LLC | 7,941 | $123.5 萬 | 1.44% | +7+0.1% | 加碼 |
| New Jersey Better Educational Savings Trust | 7,951 | $123.7 萬 | 2.47% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 7,982 | $124.2 萬 | 0.81% | +129+1.6% | 加碼 |
| CVA Family Office, LLC | 7,986 | $124.2 萬 | 0.35% | +2,898+57.0% | 加碼 |
| GoodHaven Capital Management, LLC | 8,000 | $124.4 萬 | 0.83% | 00.0% | 不變 |
| IMS Capital Management | 8,008 | $124.6 萬 | 0.74% | +1,994+33.2% | 加碼 |
| Renasant Bank | 8,020 | $124.8 萬 | 0.94% | −287−3.5% | 減碼 |
| Executive Wealth Management, LLC | 8,036 | $124.9 萬 | 0.14% | +124+1.6% | 加碼 |
| Unio Capital LLC | 8,045 | $125.2 萬 | 0.56% | +1,634+25.5% | 加碼 |
| Shaker Investments LLC | 8,081 | $125.7 萬 | 0.58% | +20.0% | 加碼 |
| Green Harvest Asset Management LLC | 8,083 | $125.7 萬 | 0.23% | +909+12.7% | 加碼 |
| Probity Advisors, Inc. | 8,088 | $125.8 萬 | 0.26% | +8+0.1% | 加碼 |
| Alethea Capital Management, LLC | 8,085 | $125.8 萬 | 0.79% | +4,385+118.5% | 加碼 |
| Hall Laurie J Trustee | 8,095 | $125.9 萬 | 0.47% | −575−6.6% | 減碼 |
| Cutter & CO Brokerage, Inc. | 8,099 | $126.0 萬 | 0.29% | +260+3.3% | 加碼 |
| Focused Wealth Management, Inc | 8,107 | $126.1 萬 | 0.21% | +433+5.6% | 加碼 |
| Accel Wealth Management | 8,131 | $126.5 萬 | 0.84% | +135+1.7% | 加碼 |
| Grandview Asset Management LLC | 8,153 | $126.8 萬 | 0.70% | +1,263+18.3% | 加碼 |
| Geneva Partners, LLC | 8,185 | $127.3 萬 | 0.58% | +8,185 | 新進 |
| Oxler Private Wealth LLC | 8,238 | $128.1 萬 | 0.56% | +73+0.9% | 加碼 |
| Balentine LLC | 8,244 | $128.2 萬 | 0.05% | −76−0.9% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 8,248 | $128.3 萬 | 0.40% | +577+7.5% | 加碼 |
| Navalign, LLC | 8,253 | $128.4 萬 | 0.54% | +169+2.1% | 加碼 |
| Menard Financial Group LLC | 8,253 | $128.4 萬 | 1.22% | +422+5.4% | 加碼 |
| Physicians Financial Services, Inc. | 8,282 | $128.8 萬 | 0.53% | −520−5.9% | 減碼 |
| Unigestion Holding SA | 8,377 | $129.1 萬 | 0.05% | −2,574−23.5% | 減碼 |
| Beacon Financial Advisory LLC | 8,305 | $129.2 萬 | 0.69% | +863+11.6% | 加碼 |
| Howard Financial Services, Ltd. | 8,311 | $129.3 萬 | 0.51% | +51+0.6% | 加碼 |
| Orrstown Financial Services Inc | 8,256 | $129.7 萬 | 1.88% | −188−2.2% | 減碼 |
| Searle & Co. | 8,355 | $130.0 萬 | 0.53% | 00.0% | 不變 |
| CFO4Life Group, LLC | 8,362 | $130.1 萬 | 0.30% | +168+2.1% | 加碼 |
| Caliber Wealth Management, LLC | 8,370 | $130.2 萬 | 0.92% | +8,370 | 新進 |
| Wealth Management Associates, Inc. | 8,393 | $130.6 萬 | 0.74% | +1,309+18.5% | 加碼 |
| Charter Oak Capital Management, LLC | 8,411 | $130.8 萬 | 0.17% | +124+1.5% | 加碼 |
| Silicon Hills Wealth Management, LLC | 8,430 | $131.1 萬 | 1.02% | +120+1.4% | 加碼 |
| Pflug Koory, LLC | 8,450 | $131.4 萬 | 0.69% | −240−2.8% | 減碼 |
| First National Bank & Trust Co of Newtown | 8,450 | $131.4 萬 | 0.27% | −15−0.2% | 減碼 |
| Founders Financial Securities LLC | 8,463 | $131.6 萬 | 0.26% | +2,172+34.5% | 加碼 |
| TLWM | 8,506 | $132.0 萬 | 0.47% | +74+0.9% | 加碼 |
| O'Brien Greene & Co. Inc | 8,509 | $132.4 萬 | 0.47% | 00.0% | 不變 |
| Defined Wealth Management, LLC | 8,539 | $132.8 萬 | 1.18% | +20+0.2% | 加碼 |