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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 8,543 | $132.9 萬 | 0.02% | +3,934+85.4% | 加碼 |
| Virtue Capital Management, LLC | 8,577 | $133.4 萬 | 0.27% | −264−3.0% | 減碼 |
| Prentice Wealth Management LLC | 8,613 | $134.0 萬 | 0.69% | +474+5.8% | 加碼 |
| Well Done, LLC | 8,630 | $134.2 萬 | 0.30% | −93−1.1% | 減碼 |
| Mather Group, LLC. | 8,654 | $134.6 萬 | 0.03% | +1,097+14.5% | 加碼 |
| Salzhauer Michael | 8,660 | $134.7 萬 | 0.67% | 00.0% | 不變 |
| Caz Investments LP | 8,700 | $135.3 萬 | 1.45% | −3,000−25.6% | 減碼 |
| Clarus Group, Inc. | 8,698 | $135.5 萬 | 1.01% | +10.0% | 加碼 |
| XR Securities LLC | 8,723 | $135.7 萬 | 1.13% | +5,971+217.0% | 加碼 |
| Ayrshire Capital Management LLC | 8,736 | $135.9 萬 | 0.77% | −86−1.0% | 減碼 |
| Taylor Hoffman Wealth Management | 8,760 | $136.3 萬 | 0.59% | +10.0% | 加碼 |
| LVM Capital Management Ltd | 8,763 | $136.3 萬 | 0.21% | +400+4.8% | 加碼 |
| Greytown Advisors Inc. | 8,818 | $137.2 萬 | 0.66% | +1,929+28.0% | 加碼 |
| Westshore Wealth, LLC | 8,869 | $137.9 萬 | 0.71% | +13+0.1% | 加碼 |
| VisionPoint Advisory Group, LLC | 8,878 | $138.1 萬 | 0.62% | −2,721−23.5% | 減碼 |
| Glenview State Bank Trust Dept. | 8,876 | $138.1 萬 | 0.42% | −275−3.0% | 減碼 |
| Financial Management Professionals, Inc. | 8,876 | $138.1 萬 | 0.36% | +5,372+153.3% | 加碼 |
| Redwood Investment Management, LLC | 8,890 | $138.3 萬 | 0.23% | +1,290+17.0% | 加碼 |
| Krane Funds Advisors LLC | 8,892 | $138.3 萬 | 0.04% | +1,635+22.5% | 加碼 |
| West Family Investments, Inc. | 8,898 | $138.4 萬 | 0.39% | +8,898 | 新進 |
| Fort Point Capital Partners LLC | 8,917 | $138.7 萬 | 0.27% | +32+0.4% | 加碼 |
| Childress Capital Advisors, LLC | 8,938 | $139.0 萬 | 0.63% | −1,754−16.4% | 減碼 |
| MJP Associates Inc | 8,966 | $139.5 萬 | 0.48% | +287+3.3% | 加碼 |
| Hummer Financial Advisory Services Inc | 8,972 | $139.6 萬 | 1.29% | 00.0% | 不變 |
| Cheviot Value Management, LLC | 8,985 | $139.8 萬 | 0.34% | +54+0.6% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 9,033 | $140.5 萬 | 1.04% | +9,033 | 新進 |
| Phocas Financial Corp. | 9,066 | $141.0 萬 | 0.18% | +305+3.5% | 加碼 |
| Delphi Management Inc | 9,062 | $141.0 萬 | 1.35% | +955+11.8% | 加碼 |
| InTrack Investment Management Inc | 9,208 | $141.3 萬 | 1.11% | −525−5.4% | 減碼 |
| Central Bank & Trust Co | 9,104 | $141.6 萬 | 0.23% | +71+0.8% | 加碼 |
| PNC Managed Account Solutions, Inc. | 9,102 | $141.6 萬 | 0.28% | +9,102 | 新進 |
| Front Row Advisors LLC | 9,203 | $142.0 萬 | 0.58% | +706+8.3% | 加碼 |
| Hemenway Trust Co LLC | 9,225 | $143.5 萬 | 0.14% | +860+10.3% | 加碼 |
| BerganKDV Wealth Management, LLC | 9,230 | $143.6 萬 | 0.17% | −1,615−14.9% | 減碼 |
| Hollow Brook Wealth Management LLC | 9,230 | $143.6 萬 | 0.89% | −112−1.2% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 9,236 | $143.7 萬 | 0.09% | +2,135+30.1% | 加碼 |
| Towercrest Capital Management | 9,258 | $144.0 萬 | 0.28% | −653−6.6% | 減碼 |
| Tempus Wealth Planning, LLC | 9,257 | $144.0 萬 | 0.96% | +4,822+108.7% | 加碼 |
| Vista Investment Management | 9,273 | $144.2 萬 | 0.85% | +55+0.6% | 加碼 |
| Ibex Wealth Advisors | 9,275 | $144.3 萬 | 0.29% | +9,275 | 新進 |
| Woodward Diversified Capital, LLC | 9,295 | $144.6 萬 | 0.83% | +662+7.7% | 加碼 |
| Ascension Asset Management LLC | 9,304 | $144.7 萬 | 0.95% | 00.0% | 不變 |
| Lionsbridge Wealth Management LLC | 9,321 | $144.9 萬 | 1.55% | −917−9.0% | 減碼 |
| WealthTrust Asset Management, LLC | 9,318 | $144.9 萬 | 1.26% | +9,318 | 新進 |
| One + One Wealth Management, LLC | 9,356 | $145.5 萬 | 1.00% | +24+0.3% | 加碼 |
| Derbend Asset Management | 9,353 | $145.5 萬 | 1.36% | +9,353 | 新進 |
| Windsor Creek Advisors, LLC | 9,373 | $145.8 萬 | 0.55% | +11+0.1% | 加碼 |
| Bennett Selby Investments LP | 9,402 | $146.2 萬 | 0.99% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,416 | $146.5 萬 | 0.09% | +2,444+35.1% | 加碼 |
| Capital One Financial Corp | 9,455 | $147.1 萬 | 0.18% | −115−1.2% | 減碼 |
| Creative Financial Designs Inc | 9,463 | $147.2 萬 | 0.26% | +3,113+49.0% | 加碼 |
| Hardy Reed LLC | 9,476 | $147.4 萬 | 0.26% | −25−0.3% | 減碼 |
| Gilman Hill Asset Management, LLC | 9,476 | $147.4 萬 | 0.38% | +655+7.4% | 加碼 |
| Citadel Investment Advisory, Inc. | 9,490 | $147.6 萬 | 0.91% | 00.0% | 不變 |
| B&D White Capital Company, LLC | 9,504 | $147.8 萬 | 0.66% | 00.0% | 不變 |
| Orion Capital Management LLC | 9,520 | $148.1 萬 | 0.92% | 00.0% | 不變 |
| JSF Financial, LLC | 9,528 | $148.2 萬 | 0.87% | −13−0.1% | 減碼 |
| KC Investment Advisors, LLC | 9,532 | $148.3 萬 | 1.19% | +556+6.2% | 加碼 |
| PhiloSmith Capital Corp | 9,550 | $148.5 萬 | 0.65% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 9,557 | $148.6 萬 | 0.44% | +148+1.6% | 加碼 |
| Teza Capital Management LLC | 9,570 | $148.9 萬 | 0.24% | −34,844−78.5% | 減碼 |
| Uncommon Cents Investing LLC | 9,572 | $148.9 萬 | 0.60% | +120+1.3% | 加碼 |
| Trust Investment Advisors | 9,575 | $148.9 萬 | 1.32% | +154+1.6% | 加碼 |
| Hemington Wealth Management | 9,591 | $149.2 萬 | 0.64% | −842−8.1% | 減碼 |
| Bingham Osborn & Scarborough LLC | 9,597 | $149.3 萬 | 0.11% | +1,284+15.4% | 加碼 |
| Capital Advisors, Ltd. LLC | 9,613 | $149.5 萬 | 0.27% | +749+8.4% | 加碼 |
| Burke & Herbert Bank & Trust Co | 9,633 | $149.8 萬 | 0.96% | −57−0.6% | 減碼 |
| Concord Wealth Partners | 9,652 | $150.1 萬 | 0.43% | +902+10.3% | 加碼 |
| Engine No. 1 LLC | 9,674 | $150.5 萬 | 0.41% | +9,674 | 新進 |
| Teamwork Financial Advisors, LLC | 9,712 | $151.1 萬 | 0.31% | +6,763+229.3% | 加碼 |
| Financial Partners Group, Inc | 9,734 | $151.4 萬 | 0.39% | −76−0.8% | 減碼 |
| Avestar Capital, LLC | 9,754 | $151.7 萬 | 0.29% | −2,718−21.8% | 減碼 |
| Burgundy Asset Management Ltd. | 9,761 | $151.8 萬 | 0.01% | 00.0% | 不變 |
| Mine & Arao Wealth Creation & Management, LLC. | 9,788 | $152.2 萬 | 0.92% | −31−0.3% | 減碼 |
| First Bank & Trust | 9,811 | $152.6 萬 | 0.74% | +17+0.2% | 加碼 |
| Longfellow Investment Management Co LLC | 9,816 | $152.7 萬 | 0.22% | −5,383−35.4% | 減碼 |
| Biltmore Family Office, LLC | 9,816 | $152.7 萬 | 0.43% | +256+2.7% | 加碼 |
| Covenant Partners, LLC | 9,837 | $153.0 萬 | 0.58% | 00.0% | 不變 |
| First Financial Corp | 9,858 | $153.4 萬 | 1.02% | −255−2.5% | 減碼 |
| Orca Investment Management, LLC | 9,868 | $153.5 萬 | 1.38% | −840−7.8% | 減碼 |
| Optimal Asset Management, Inc. | 9,871 | $153.5 萬 | 0.18% | −10.0% | 減碼 |
| Total Clarity Wealth Management, Inc. | 9,897 | $153.9 萬 | 0.86% | +402+4.2% | 加碼 |
| Stelac Advisory Services LLC | 9,924 | $154.4 萬 | 0.35% | +500+5.3% | 加碼 |
| Colton Groome Financial Advisors, LLC | 9,925 | $154.4 萬 | 0.71% | +9,925 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 9,936 | $154.5 萬 | 0.00% | +50+0.5% | 加碼 |
| Winthrop Advisory Group LLC | 9,981 | $155.3 萬 | 0.35% | −381−3.7% | 減碼 |
| Oder Investment Management, LLC | 9,996 | $155.4 萬 | 2.03% | −159−1.6% | 減碼 |
| Holowesko Partners Ltd. | 10,000 | $155.5 萬 | 0.40% | 00.0% | 不變 |
| BHK Investment Advisors, LLC | 10,000 | $155.5 萬 | 0.64% | −758−7.0% | 減碼 |
| Leverage Partners Absolute Return Fund SPC | 10,000 | $155.5 萬 | 1.07% | +10,000 | 新進 |
| First National Bank of South Miami | 10,014 | $155.8 萬 | 1.06% | +723+7.8% | 加碼 |
| GoalVest Advisory LLC | 10,036 | $156.1 萬 | 0.97% | +2,159+27.4% | 加碼 |
| Members Capital Advisors Inc | 10,039 | $156.1 萬 | 0.97% | +10,039 | 新進 |
| Elmwood Wealth Management, Inc. | 10,060 | $156.5 萬 | 0.82% | 00.0% | 不變 |
| Capital Square, LLC | 10,244 | $156.6 萬 | 1.16% | +1,208+13.4% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 10,094 | $157.0 萬 | 0.51% | +737+7.9% | 加碼 |
| Camden Capital, LLC | 10,100 | $157.1 萬 | 0.36% | +210+2.1% | 加碼 |
| Guardian Capital LP | 10,105 | $157.2 萬 | 0.03% | −3,900−27.8% | 減碼 |
| Wealthquest Corp | 10,148 | $157.8 萬 | 0.27% | −996−8.9% | 減碼 |
| CKW Financial Group | 10,055 | $157.9 萬 | 0.25% | −500−4.7% | 減碼 |