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 |
|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | 12,054 | $187.5 萬 | 0.28% | −856−6.6% | 減碼 |
| CX Institutional | 12,054 | $187.5 萬 | 0.15% | −632−5.0% | 減碼 |
| Ategra Capital Management, LLC | 12,066 | $187.7 萬 | 0.96% | −295−2.4% | 減碼 |
| Premier Asset Management LLC | 12,107 | $188.3 萬 | 0.28% | +2,496+26.0% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 12,130 | $188.7 萬 | 0.83% | +1,020+9.2% | 加碼 |
| Calton & Associates, Inc. | 12,115 | $189.0 萬 | 0.36% | −7,518−38.3% | 減碼 |
| Private Portfolio Partners LLC | 12,160 | $189.2 萬 | 0.55% | −600−4.7% | 減碼 |
| Boston Common Asset Management, LLC | 12,178 | $189.4 萬 | 0.08% | +610+5.3% | 加碼 |
| One Charles Private Wealth Services, LLC | 12,192 | $189.6 萬 | 1.27% | +7,516+160.7% | 加碼 |
| Cape Ann Savings Bank | 12,197 | $189.7 萬 | 1.20% | +225+1.9% | 加碼 |
| Delta Financial Advisors LLC | 12,195 | $189.7 萬 | 0.83% | +259+2.2% | 加碼 |
| Worldquant Millennium Advisors LLC | 12,216 | $190.0 萬 | 0.04% | −84,267−87.3% | 減碼 |
| Bath Savings Trust Co | 12,222 | $190.1 萬 | 0.22% | +350+2.9% | 加碼 |
| Perpetual Investment Management Ltd | 12,258 | $190.6 萬 | 0.27% | −2,613−17.6% | 減碼 |
| Pointe Capital Management LLC | 12,275 | $190.9 萬 | 1.34% | +1,792+17.1% | 加碼 |
| Perennial Investment Advisors, LLC | 12,314 | $191.5 萬 | 0.70% | +794+6.9% | 加碼 |
| Summit Financial Group Inc | 12,322 | $191.6 萬 | 0.72% | +1,646+15.4% | 加碼 |
| Vident Investment Advisory, LLC | 12,337 | $191.9 萬 | 0.06% | +720+6.2% | 加碼 |
| Washington Capital Management Inc | 12,375 | $192.5 萬 | 2.33% | +460+3.9% | 加碼 |
| Gryphon Financial Partners LLC | 13,359 | $192.6 萬 | 0.45% | +404+3.1% | 加碼 |
| Windsor Capital Management, LLC | 12,401 | $192.8 萬 | 0.64% | −421−3.3% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,699 | $192.9 萬 | 0.83% | +380+3.1% | 加碼 |
| Summit Financial, LLC | 12,408 | $193.0 萬 | 0.19% | +7,065+132.2% | 加碼 |
| Sittner & Nelson, LLC | 12,436 | $193.4 萬 | 1.36% | +273+2.2% | 加碼 |
| Archford Capital Strategies, LLC | 12,452 | $193.7 萬 | 0.49% | +1,549+14.2% | 加碼 |
| Mason Investment Advisory Services, Inc. | 12,499 | $194.4 萬 | 0.20% | 00.0% | 不變 |
| MCF Advisors LLC | 12,523 | $194.8 萬 | 0.20% | +15+0.1% | 加碼 |
| Liberty One Investment Management, LLC | 12,536 | $195.0 萬 | 0.33% | +99+0.8% | 加碼 |
| Heartland Bank & Trust Co | 12,560 | $195.4 萬 | 1.80% | −1,136−8.3% | 減碼 |
| Sonata Capital Group Inc | 12,609 | $196.1 萬 | 0.89% | 00.0% | 不變 |
| DCM Advisors, LLC | 12,626 | $196.4 萬 | 1.11% | −8,090−39.1% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,635 | $196.5 萬 | 0.01% | −12,639−50.0% | 減碼 |
| Chapman Investment Management, LLC | 12,658 | $196.9 萬 | 1.09% | 00.0% | 不變 |
| Pacitti Group Inc. | 12,662 | $196.9 萬 | 1.18% | +265+2.1% | 加碼 |
| TD Ameritrade Investment Management, LLC | 12,676 | $197.2 萬 | 0.01% | +991+8.5% | 加碼 |
| WT Wealth Management | 12,683 | $197.3 萬 | 0.80% | +1,984+18.5% | 加碼 |
| Birinyi Associates Inc | 12,700 | $197.5 萬 | 0.69% | −300−2.3% | 減碼 |
| WealthShield Partners, LLC | 12,711 | $197.7 萬 | 0.31% | +2,066+19.4% | 加碼 |
| Saturna Capital CORP | 12,751 | $198.3 萬 | 0.04% | 00.0% | 不變 |
| Laird Norton Trust Company, LLC | 12,776 | $198.7 萬 | 0.21% | −974−7.1% | 減碼 |
| Myriad Asset Management Ltd. | 12,825 | $199.5 萬 | 0.15% | +12,825 | 新進 |
| Access Financial Services, Inc. | 12,847 | $199.8 萬 | 0.93% | −4,518−26.0% | 減碼 |
| Hartline Investment Corp | 12,858 | $200.0 萬 | 0.25% | +110+0.9% | 加碼 |
| Loomis Sayles & Co L P | 12,862 | $200.1 萬 | 0.00% | +8,139+172.3% | 加碼 |
| KLCM Advisors, Inc. | 12,981 | $201.9 萬 | 0.45% | +206+1.6% | 加碼 |
| Trinity Financial Advisors LLC | 13,069 | $203.3 萬 | 1.42% | −13,167−50.2% | 減碼 |
| Legato Capital Management LLC | 13,110 | $203.9 萬 | 0.29% | +13,110 | 新進 |
| Chatham Capital Group, Inc. | 13,135 | $204.3 萬 | 0.39% | 00.0% | 不變 |
| Legacy Wealth Management, LLC | 13,214 | $205.5 萬 | 1.14% | +155+1.2% | 加碼 |
| Tranquility Partners, LLC | 13,231 | $205.8 萬 | 1.16% | −790−5.6% | 減碼 |
| Sculati Wealth Management, LLC | 13,245 | $206.0 萬 | 1.09% | +511+4.0% | 加碼 |
| Aft, Forsyth & Sober, LLC | 13,250 | $206.1 萬 | 0.78% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 13,307 | $207.0 萬 | 0.61% | +637+5.0% | 加碼 |
| StrongBox Wealth, LLC | 13,340 | $207.5 萬 | 1.19% | +30.0% | 加碼 |
| L2 Asset Management, LLC | 13,383 | $208.2 萬 | 1.95% | −2,149−13.8% | 減碼 |
| Abundance Wealth Counselors | 13,385 | $208.2 萬 | 0.54% | +592+4.6% | 加碼 |
| Sunflower Bank, N.A. | 13,398 | $208.4 萬 | 0.32% | +282+2.2% | 加碼 |
| Venturi Wealth Management, LLC | 13,429 | $208.9 萬 | 0.19% | +107+0.8% | 加碼 |
| Windsor Group LTD | 13,444 | $209.1 萬 | 0.45% | −724−5.1% | 減碼 |
| Thomas White International Ltd | 13,446 | $209.1 萬 | 0.29% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 13,473 | $209.5 萬 | 1.14% | −125−0.9% | 減碼 |
| LCNB Corp | 13,490 | $209.8 萬 | 1.06% | 00.0% | 不變 |
| Kelly Lawrence W & Associates Inc | 13,545 | $210.7 萬 | 0.45% | −75−0.6% | 減碼 |
| Old Mission Investment Co LLC | 13,570 | $211.1 萬 | 0.87% | +166+1.2% | 加碼 |
| Summit Trail Advisors, LLC | 13,594 | $211.4 萬 | 0.19% | −157−1.1% | 減碼 |
| Standard Family Office LLC | 13,616 | $211.8 萬 | 0.44% | +555+4.2% | 加碼 |
| CoreFirst Bank & Trust | 13,629 | $212.0 萬 | 1.44% | −513−3.6% | 減碼 |
| Brooktree Capital Management | 13,647 | $212.3 萬 | 1.36% | −150−1.1% | 減碼 |
| Cim Investment Mangement Inc | 13,651 | $212.3 萬 | 0.66% | −73−0.5% | 減碼 |
| Midwest Professional Planners, LTD. | 13,659 | $212.5 萬 | 1.11% | +2,008+17.2% | 加碼 |
| Tiger Eye Capital LLC | 13,702 | $213.1 萬 | 0.54% | −188,999−93.2% | 減碼 |
| True North Advisors, LLC | 13,709 | $213.2 萬 | 0.44% | +102+0.7% | 加碼 |
| Midwest Wealth Management Inc. | 13,716 | $213.3 萬 | 1.52% | −140−1.0% | 減碼 |
| FinTrust Capital Advisors, LLC | 13,758 | $214.0 萬 | 0.56% | −287−2.0% | 減碼 |
| High Pointe Capital Management LLC | 13,774 | $214.2 萬 | 1.69% | 00.0% | 不變 |
| Rosenbaum Jay D. | 13,781 | $214.4 萬 | 3.55% | −197−1.4% | 減碼 |
| Benin Management CORP | 13,807 | $214.8 萬 | 0.68% | −900−6.1% | 減碼 |
| Pinnacle Holdings, LLC | 13,822 | $215.0 萬 | 0.99% | −108−0.8% | 減碼 |
| Partners Capital Investment Group, LLP | 13,825 | $215.0 萬 | 0.10% | −17,046−55.2% | 減碼 |
| Mission Creek Capital Partners, Inc. | 13,824 | $215.0 萬 | 0.35% | +1,262+10.0% | 加碼 |
| London & Capital Asset Management Ltd | 13,828 | $215.1 萬 | 0.18% | −181−1.3% | 減碼 |
| Holistic Financial Partners | 13,833 | $215.2 萬 | 1.28% | +243+1.8% | 加碼 |
| Empowered Funds, LLC | 13,846 | $215.4 萬 | 0.27% | +6,073+78.1% | 加碼 |
| DAGCO, Inc. | 13,859 | $215.6 萬 | 0.96% | +228+1.7% | 加碼 |
| BCGM Wealth Management, LLC | 14,203 | $215.6 萬 | 1.28% | +798+6.0% | 加碼 |
| Optas, LLC | 13,874 | $215.8 萬 | 0.62% | −1,077−7.2% | 減碼 |
| Solitude Financial Services | 13,876 | $215.8 萬 | 1.57% | −159−1.1% | 減碼 |
| Golden State Wealth Management, LLC | 13,882 | $215.9 萬 | 0.48% | +2,306+19.9% | 加碼 |
| Corrado Advisors, LLC | 13,884 | $216.0 萬 | 1.33% | +36+0.3% | 加碼 |
| Accredited Investors Inc. | 13,894 | $216.1 萬 | 0.22% | +37+0.3% | 加碼 |
| Roof Eidam & Maycock | 13,901 | $216.2 萬 | 0.81% | −60−0.4% | 減碼 |
| Van Cleef Asset Management,Inc | 13,905 | $216.3 萬 | 0.32% | −229−1.6% | 減碼 |
| Aft, Forsyth & Company, Inc. | 13,933 | $216.7 萬 | 1.16% | +351+2.6% | 加碼 |
| Berman Capital Advisors, LLC | 13,958 | $217.1 萬 | 0.35% | +2,007+16.8% | 加碼 |
| Highlander Capital Management, LLC | 13,999 | $217.7 萬 | 1.09% | −400−2.8% | 減碼 |
| Assenagon Asset Management S.A. | 13,998 | $217.7 萬 | 0.01% | +1,853+15.3% | 加碼 |
| White Pine Capital LLC | 14,368 | $218.1 萬 | 0.65% | +565+4.1% | 加碼 |
| Harbor Financial Services, LLC | 14,054 | $218.6 萬 | 0.92% | +1,939+16.0% | 加碼 |
| Meristem Family Wealth, LLC | 14,093 | $219.2 萬 | 0.35% | +4,068+40.6% | 加碼 |
| Palumbo Wealth Management LLC | 14,155 | $220.2 萬 | 1.48% | +187+1.3% | 加碼 |