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 |
|---|---|---|---|---|---|
| Fiducient Advisors LLC | 10,180 | $158.3 萬 | 0.49% | −5,107−33.4% | 減碼 |
| Heritage Wealth Management, LLC | 10,196 | $158.6 萬 | 0.60% | +331+3.4% | 加碼 |
| Wealth Architects, LLC | 10,214 | $158.9 萬 | 0.31% | +2,459+31.7% | 加碼 |
| Everhart Financial Group, Inc. | 10,235 | $159.2 萬 | 1.10% | +1,167+12.9% | 加碼 |
| Lavaca Capital LLC | 10,237 | $159.2 萬 | 0.82% | +5,600+120.8% | 加碼 |
| Westbourne Investment Advisors, Inc. | 10,260 | $159.6 萬 | 0.72% | −75−0.7% | 減碼 |
| N.E.W. Advisory Services LLC | 10,251 | $159.6 萬 | 0.27% | +237+2.4% | 加碼 |
| CapWealth Advisors, LLC | 10,265 | $159.7 萬 | 0.17% | +60+0.6% | 加碼 |
| Credential Qtrade Securities Inc. | 10,292 | $160.1 萬 | 0.13% | −3,423−25.0% | 減碼 |
| Round Hill Asset Management | 10,296 | $160.2 萬 | 0.79% | 00.0% | 不變 |
| Greenwich Wealth Management LLC | 10,311 | $160.4 萬 | 0.14% | −64−0.6% | 減碼 |
| Covenant Multifamily Offices, LLC | 10,310 | $160.4 萬 | 0.29% | +2,710+35.7% | 加碼 |
| Allen Investment Management LLC | 10,351 | $161.0 萬 | 0.02% | 00.0% | 不變 |
| Fiduciary Planning LLC | 10,363 | $161.2 萬 | 1.39% | +3,027+41.3% | 加碼 |
| Eagle Capital Management LLC | 10,385 | $161.5 萬 | 0.00% | −292−2.7% | 減碼 |
| Townsend & Associates, Inc | 10,224 | $161.5 萬 | 0.94% | +205+2.0% | 加碼 |
| Clear Perspective Advisors, LLC | 10,418 | $162.0 萬 | 0.56% | −87−0.8% | 減碼 |
| Bell Bank | 10,480 | $163.0 萬 | 0.22% | −636−5.7% | 減碼 |
| Texas Capital Bancshares Inc | 10,521 | $163.6 萬 | 1.19% | −58−0.5% | 減碼 |
| Opus Capital Group, LLC | 10,525 | $163.7 萬 | 0.37% | −682−6.1% | 減碼 |
| Ballast, Inc. | 10,527 | $163.7 萬 | 0.69% | +1,373+15.0% | 加碼 |
| Northeast Financial Group, Inc. | 10,579 | $164.5 萬 | 1.07% | −1,887−15.1% | 減碼 |
| Beck Capital Management, LLC | 10,581 | $164.6 萬 | 0.55% | +10,581 | 新進 |
| Van Hulzen Asset Management, LLC | 10,609 | $165.0 萬 | 0.25% | +4,377+70.2% | 加碼 |
| WealthBridge Capital Management, LLC | 10,623 | $165.2 萬 | 0.60% | +21+0.2% | 加碼 |
| Strategic Investment Advisors | 10,624 | $165.2 萬 | 0.38% | +2,395+29.1% | 加碼 |
| Cidel Asset Management Inc | 10,656 | $165.7 萬 | 0.07% | −332−3.0% | 減碼 |
| Vontobel Swiss Wealth Advisors AG | 10,660 | $165.8 萬 | 0.85% | +934+9.6% | 加碼 |
| Paradigm Financial Advisors, LLC | 10,686 | $166.2 萬 | 0.37% | +135+1.3% | 加碼 |
| Invst, LLC | 10,945 | $166.3 萬 | 0.27% | +863+8.6% | 加碼 |
| Blackhawk Capital Partners LLC. | 10,928 | $166.4 萬 | 1.13% | −2,377−17.9% | 減碼 |
| Ssi Investment Management LLC | 10,684 | $166.4 萬 | 0.11% | −41−0.4% | 減碼 |
| Te Ahumairangi Investment Management Ltd | 10,700 | $166.4 萬 | 0.22% | +5,600+109.8% | 加碼 |
| HC Advisors, LLC | 10,707 | $166.5 萬 | 1.02% | +6+0.1% | 加碼 |
| Roman Butler Fullerton & Co | 10,715 | $166.7 萬 | 0.81% | +270+2.6% | 加碼 |
| BancorpSouth Bank | 10,735 | $166.9 萬 | 0.24% | −4,369−28.9% | 減碼 |
| CAMG Solamere Management, LLC | 10,808 | $168.1 萬 | 1.45% | −73−0.7% | 減碼 |
| Bassett Hargrove Investment Counsel, LLC | 10,812 | $168.2 萬 | 2.51% | +10,812 | 新進 |
| Traphagen Investment Advisors LLC | 10,831 | $168.5 萬 | 0.29% | +4,179+62.8% | 加碼 |
| Private Capital Group, LLC | 10,860 | $168.9 萬 | 0.38% | +104+1.0% | 加碼 |
| Financial Advisory Service, Inc. | 10,875 | $169.1 萬 | 0.16% | +1,278+13.3% | 加碼 |
| Auxano Advisors, LLC | 10,910 | $169.7 萬 | 0.78% | −400−3.5% | 減碼 |
| Evanson Asset Management, LLC | 10,922 | $169.9 萬 | 0.18% | +46+0.4% | 加碼 |
| JNBA Financial Advisors | 10,944 | $170.2 萬 | 0.23% | +322+3.0% | 加碼 |
| Allred Capital Management, LLC | 10,949 | $170.3 萬 | 0.84% | +349+3.3% | 加碼 |
| Plante Moran Financial Advisors, LLC | 10,957 | $170.4 萬 | 0.41% | −2,771−20.2% | 減碼 |
| All Terrain Financial Advisors, LLC | 10,973 | $170.7 萬 | 0.82% | +9,738+788.5% | 加碼 |
| Jackson Wealth Management, LLC | 10,983 | $170.8 萬 | 0.22% | +10,983 | 新進 |
| Cacti Asset Management LLC | 11,110 | $171.1 萬 | 0.14% | 00.0% | 不變 |
| Sovarnum Capital L.P. | 11,000 | $171.1 萬 | 1.08% | +4,000+57.1% | 加碼 |
| Klingman & Associates, LLC | 11,009 | $171.2 萬 | 0.16% | −5,601−33.7% | 減碼 |
| Occidental Asset Management, LLC | 11,061 | $172.0 萬 | 0.46% | +677+6.5% | 加碼 |
| Modera Wealth Management, LLC | 11,067 | $172.1 萬 | 0.09% | +1,092+10.9% | 加碼 |
| Warren Averett Asset Management, LLC | 10,757 | $172.1 萬 | 0.16% | +2,845+36.0% | 加碼 |
| Royal Harbor Partners, LLC | 11,160 | $173.6 萬 | 1.16% | +705+6.7% | 加碼 |
| USA Financial Portformulas Corp | 11,162 | $173.6 萬 | 1.45% | +2,567+29.9% | 加碼 |
| TBH Global Asset Management, LLC | 11,162 | $173.6 萬 | 0.40% | +2,599+30.4% | 加碼 |
| Port Capital LLC | 11,195 | $174.1 萬 | 0.09% | −384−3.3% | 減碼 |
| Community Capital Management, Inc. | 11,200 | $174.2 萬 | 1.76% | +2,200+24.4% | 加碼 |
| Blue Square Asset Management, LLC | 11,244 | $174.9 萬 | 1.07% | −2,837−20.1% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 11,245 | $174.9 萬 | 1.34% | −665−5.6% | 減碼 |
| Continuum Advisory, LLC | 11,248 | $175.0 萬 | 0.54% | +5,135+84.0% | 加碼 |
| Peterson Wealth Management | 11,295 | $175.7 萬 | 1.40% | +4,176+58.7% | 加碼 |
| Bar Harbor Trust Services | 11,313 | $176.0 萬 | 0.57% | +364+3.3% | 加碼 |
| Crescent Grove Advisors, LLC | 11,339 | $176.4 萬 | 0.19% | −616−5.2% | 減碼 |
| Pinnacle Bancorp, Inc. | 11,349 | $176.5 萬 | 0.81% | +68+0.6% | 加碼 |
| Highland Private Wealth Management | 11,361 | $176.7 萬 | 0.26% | +228+2.0% | 加碼 |
| Mercer Capital Advisers, Inc. | 11,376 | $176.9 萬 | 0.88% | −50−0.4% | 減碼 |
| Clough Capital Partners L P | 11,420 | $177.6 萬 | 0.10% | −165,030−93.5% | 減碼 |
| Prestige Wealth Management Group LLC | 11,425 | $177.7 萬 | 0.47% | +1,936+20.4% | 加碼 |
| St. Johns Investment Management Company, LLC | 11,439 | $177.9 萬 | 0.97% | −125−1.1% | 減碼 |
| First Dallas Securities Inc. | 11,475 | $178.5 萬 | 1.17% | +800+7.5% | 加碼 |
| First Mercantile Trust Co | 11,499 | $178.9 萬 | 0.21% | −1,474−11.4% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 11,850 | $178.9 萬 | 1.13% | −100−0.8% | 減碼 |
| Jacobs Levy Equity Management, Inc | 11,507 | $179.0 萬 | 0.01% | −4,187−26.7% | 減碼 |
| Monte Financial Group, LLC | 11,511 | $179.0 萬 | 1.02% | −4,040−26.0% | 減碼 |
| Grant/GrossMendelsohn, LLC | 11,629 | $179.2 萬 | 1.52% | +36+0.3% | 加碼 |
| Trust Co | 11,536 | $179.4 萬 | 1.26% | −217−1.8% | 減碼 |
| Acorn Wealth Advisors, LLC | 11,531 | $179.4 萬 | 1.24% | +289+2.6% | 加碼 |
| Breiter Capital Management Inc | 11,649 | $181.2 萬 | 0.97% | +69+0.6% | 加碼 |
| Proficio Capital Partners LLC | 11,656 | $181.3 萬 | 0.22% | +65+0.6% | 加碼 |
| San Francisco Sentry Investment Group (Ca) | 11,700 | $181.9 萬 | 0.95% | −1,515−11.5% | 減碼 |
| Kensington Investment Counsel, LLC | 11,719 | $182.3 萬 | 1.25% | +210+1.8% | 加碼 |
| Mainstay Capital Management LLC | 11,774 | $183.1 萬 | 0.43% | −155−1.3% | 減碼 |
| BSW Wealth Partners | 11,786 | $183.3 萬 | 0.50% | +407+3.6% | 加碼 |
| Ahrens Investment Partners LLC | 11,811 | $183.7 萬 | 0.85% | +1,369+13.1% | 加碼 |
| Trillium Asset Management, LLC | 11,839 | $184.2 萬 | 0.05% | +2,261+23.6% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 11,738 | $184.4 萬 | 0.11% | +178+1.5% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 11,895 | $185.0 萬 | 0.33% | +1,676+16.4% | 加碼 |
| Hanson & Doremus Investment Management | 19,283 | $185.6 萬 | 0.55% | −4,254−18.1% | 減碼 |
| Lincluden Management Ltd | 11,935 | $185.6 萬 | 0.18% | −4,256−26.3% | 減碼 |
| Main Street Financial Solutions, LLC | 11,940 | $185.7 萬 | 0.30% | −135−1.1% | 減碼 |
| Crescent Capital Consulting, LLC | 11,962 | $186.1 萬 | 0.35% | −90−0.7% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 11,974 | $186.2 萬 | 0.34% | +790+7.1% | 加碼 |
| Wrapmanager Inc | 11,983 | $186.4 萬 | 0.48% | −154−1.3% | 減碼 |
| Keudell/Morrison Wealth Management | 11,983 | $186.4 萬 | 1.02% | +116+1.0% | 加碼 |
| BigSur Wealth Management LLC | 11,992 | $186.5 萬 | 0.84% | −1,900−13.7% | 減碼 |
| Summit X, LLC | 12,003 | $187.0 萬 | 0.47% | −382−3.1% | 減碼 |
| Bluesphere Advisors, LLC | 12,040 | $187.3 萬 | 1.66% | −1,331−10.0% | 減碼 |
| Tarbox Family Office, Inc. | 12,040 | $187.3 萬 | 0.33% | +4,717+64.4% | 加碼 |