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 |
|---|---|---|---|---|---|
| New World Advisors LLC | 14,155 | $220.2 萬 | 1.48% | +12,542+777.6% | 加碼 |
| Weatherly Asset Management L. P. | 14,179 | $220.5 萬 | 0.28% | 00.0% | 不變 |
| Ironwood Financial, llc | 14,200 | $220.9 萬 | 0.66% | +27+0.2% | 加碼 |
| Wolff Wiese Magana LLC | 14,208 | $221.0 萬 | 1.58% | −167−1.2% | 減碼 |
| Mattern Wealth Management LLC | 14,593 | $221.7 萬 | 0.71% | +1,001+7.4% | 加碼 |
| RSM US Wealth Management LLC | 14,255 | $221.7 萬 | 0.12% | +2,892+25.5% | 加碼 |
| SFMG, LLC | 14,260 | $221.8 萬 | 0.25% | +180+1.3% | 加碼 |
| Axiom Financial Strategies, LLC | 14,267 | $221.9 萬 | 1.02% | +5,877+70.0% | 加碼 |
| Bogart Wealth, LLC | 14,286 | $222.2 萬 | 0.24% | +2,309+19.3% | 加碼 |
| Phillips Financial Management, LLC | 14,319 | $222.7 萬 | 0.23% | +961+7.2% | 加碼 |
| Heron Financial Group, LLC | 14,330 | $222.9 萬 | 1.27% | +20+0.1% | 加碼 |
| Gs Investments, Inc. | 14,365 | $223.4 萬 | 3.05% | +4,980+53.1% | 加碼 |
| Pearl River Capital, LLC | 14,398 | $223.9 萬 | 0.62% | +14,398 | 新進 |
| Warther Private Wealth, LLC | 14,312 | $224.8 萬 | 2.18% | +14,312 | 新進 |
| Mastrapasqua Asset Management Inc | 14,485 | $225.3 萬 | 0.24% | +1,381+10.5% | 加碼 |
| Stonnington Group, LLC | 14,935 | $225.4 萬 | 0.50% | +400+2.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 14,499 | $225.5 萬 | 0.55% | −20−0.1% | 減碼 |
| Peoples Bank | 14,517 | $225.8 萬 | 1.19% | +1,003+7.4% | 加碼 |
| Parkside Financial Bank & Trust | 14,531 | $226.1 萬 | 0.65% | −5,869−28.8% | 減碼 |
| Gleason Group, Inc. | 14,537 | $226.1 萬 | 0.82% | +84+0.6% | 加碼 |
| Sugarloaf Wealth Management, LLC | 14,525 | $226.1 萬 | 0.62% | +1,057+7.8% | 加碼 |
| Eqis Capital Management, Inc. | 14,637 | $227.7 萬 | 0.17% | +83+0.6% | 加碼 |
| Hudson Canyon Capital Management | 14,643 | $227.8 萬 | 1.70% | −1,100−7.0% | 減碼 |
| LifeSteps Financial, Inc. | 14,653 | $227.9 萬 | 1.75% | +657+4.7% | 加碼 |
| Allworth Financial LP | 14,658 | $228.0 萬 | 0.04% | −4,476−23.4% | 減碼 |
| DFPG Investments, LLC | 14,657 | $228.1 萬 | 0.86% | +822+5.9% | 加碼 |
| Mizuho Securities USA LLC | 14,807 | $230.3 萬 | 0.19% | −9,039−37.9% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,808 | $230.3 萬 | 0.85% | +501+3.5% | 加碼 |
| Cornerstone Wealth Management, LLC | 14,845 | $230.9 萬 | 0.24% | +15+0.1% | 加碼 |
| Intrua Financial, LLC | 14,324 | $230.9 萬 | 0.55% | +89+0.6% | 加碼 |
| Brendel Financial Advisors LLC | 14,980 | $233.0 萬 | 1.28% | −6,925−31.6% | 減碼 |
| GFS Advisors, LLC | 14,983 | $233.0 萬 | 0.52% | +1,515+11.2% | 加碼 |
| Pantheon Investment Group, LLC | 15,073 | $234.4 萬 | 1.96% | +62+0.4% | 加碼 |
| Neumann Capital Management, LLC | 15,085 | $234.6 萬 | 1.05% | −600−3.8% | 減碼 |
| Karpas Strategies, LLC | 15,121 | $235.2 萬 | 0.83% | +17+0.1% | 加碼 |
| Ethic Inc. | 15,163 | $235.8 萬 | 0.29% | −20,360−57.3% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 15,215 | $236.7 萬 | 1.73% | +15,215 | 新進 |
| Matrix Private Capital Group LLC | 15,224 | $236.8 萬 | 1.30% | −1,221−7.4% | 減碼 |
| Fortem Financial Group, LLC | 15,233 | $236.9 萬 | 1.20% | +752+5.2% | 加碼 |
| Crystal Rock Capital Management | 15,243 | $237.1 萬 | 1.23% | 00.0% | 不變 |
| Asio Capital, LLC | 15,243 | $237.1 萬 | 0.84% | +1,337+9.6% | 加碼 |
| Qtron Investments LLC | 15,304 | $238.0 萬 | 0.60% | −4,304−22.0% | 減碼 |
| EPG Wealth Management LLC | 15,302 | $238.0 萬 | 1.01% | +666+4.6% | 加碼 |
| Alaska Permanent Fund Corp | 15,300 | $238.0 萬 | 0.04% | +15,300 | 新進 |
| Cedar Brook Financial Partners, LLC | 15,325 | $238.4 萬 | 0.69% | −118−0.8% | 減碼 |
| Boit C F David | 15,329 | $238.4 萬 | 1.82% | +15,329 | 新進 |
| Clarity Wealth Advisors, LLC | 15,365 | $238.9 萬 | 1.24% | +1,370+9.8% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 15,404 | $239.6 萬 | 0.37% | +216+1.4% | 加碼 |
| Riverview Trust Co | 15,410 | $239.7 萬 | 2.53% | −135−0.9% | 減碼 |
| Magnolia Capital Advisors LLC | 15,530 | $241.5 萬 | 1.07% | +15,530 | 新進 |
| WBH Advisory Inc | 15,931 | $241.6 萬 | 0.35% | −3,565−18.3% | 減碼 |
| Notis-McConarty Edward | 15,558 | $242.0 萬 | 0.90% | −1,375−8.1% | 減碼 |
| Accurate Wealth Management, LLC | 15,576 | $242.3 萬 | 2.13% | +15,576 | 新進 |
| Fulcrum Asset Management LLP | – | $242.6 萬 | 1.02% | – | – |
| Twin Lakes Capital Management, LLC | 15,603 | $242.7 萬 | 1.35% | −182−1.2% | 減碼 |
| Trinity Legacy Partners, LLC | 15,616 | $243.1 萬 | 0.89% | +10,327+195.3% | 加碼 |
| Moseley Investment Management Inc | 15,650 | $243.4 萬 | 1.20% | −372−2.3% | 減碼 |
| Wealth Alliance | 15,676 | $243.8 萬 | 0.57% | −765−4.7% | 減碼 |
| Oak Asset Management, LLC | 15,686 | $244.0 萬 | 1.03% | +160+1.0% | 加碼 |
| Coastal Investment Advisors, Inc. | 15,695 | $244.1 萬 | 0.58% | +784+5.3% | 加碼 |
| Game Plan Financial Advisors, LLC | 15,719 | $244.5 萬 | 1.46% | +75+0.5% | 加碼 |
| Bull Street Advisors, LLC | 15,735 | $244.7 萬 | 1.31% | +80+0.5% | 加碼 |
| HWG Holdings LP | 15,741 | $244.8 萬 | 1.25% | −220−1.4% | 減碼 |
| Chilton Investment Co LLC | 15,751 | $245.0 萬 | 0.06% | −696−4.2% | 減碼 |
| Sandhill Capital Partners LLC | 15,754 | $245.0 萬 | 0.19% | +981+6.6% | 加碼 |
| Seascape Capital Management | 15,759 | $245.1 萬 | 1.28% | −451−2.8% | 減碼 |
| Providence Wealth Advisors, LLC | 15,880 | $245.4 萬 | 1.68% | +76+0.5% | 加碼 |
| Connolly Sarah T. | 15,871 | $246.8 萬 | 2.02% | −120−0.8% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 15,874 | $246.9 萬 | 0.01% | −1,060−6.3% | 減碼 |
| Seeyond | 15,880 | $246.9 萬 | 0.23% | −583−3.5% | 減碼 |
| Jump Financial, LLC | 15,920 | $247.6 萬 | 0.24% | −6,910−30.3% | 減碼 |
| Birmingham Capital Management Co Inc | 15,925 | $247.7 萬 | 0.91% | −652−3.9% | 減碼 |
| Covenant Asset Management, LLC | 15,982 | $248.6 萬 | 0.74% | +307+2.0% | 加碼 |
| Zions Bancorporation, N.A. | 15,993 | $248.7 萬 | 0.25% | −542−3.3% | 減碼 |
| Ritter Daniher Financial Advisory, LLC | 15,993 | $248.8 萬 | 1.85% | +30.0% | 加碼 |
| Blue Edge Capital, LLC | 16,002 | $248.9 萬 | 0.52% | −29−0.2% | 減碼 |
| Institute for Wealth Management, LLC. | 16,002 | $248.9 萬 | 0.44% | +325+2.1% | 加碼 |
| 44 Wealth Management LLC | 16,011 | $249.0 萬 | 0.96% | −766−4.6% | 減碼 |
| Orleans Capital Management Corp | 16,049 | $249.6 萬 | 1.60% | −880−5.2% | 減碼 |
| First City Capital Management, Inc. | 15,432 | $249.7 萬 | 1.37% | −258−1.6% | 減碼 |
| KCS Wealth Advisory | 16,054 | $249.7 萬 | 1.18% | +27+0.2% | 加碼 |
| Professional Planning | 16,058 | $249.7 萬 | 1.15% | +877+5.8% | 加碼 |
| Strategic Capital Advisers, Inc. | 16,068 | $249.9 萬 | 2.07% | +11+0.1% | 加碼 |
| Sterling Investment Management, Inc. | 16,087 | $250.2 萬 | 1.64% | −3,193−16.6% | 減碼 |
| Centre Asset Management, LLC | 16,120 | $250.7 萬 | 1.30% | −3,810−19.1% | 減碼 |
| Davidson Trust Co | 16,118 | $250.7 萬 | 1.95% | +12+0.1% | 加碼 |
| RKL Wealth Management LLC | 16,164 | $251.4 萬 | 0.32% | +239+1.5% | 加碼 |
| Cambria Investment Management, L.P. | 16,160 | $251.4 萬 | 0.43% | +2,240+16.1% | 加碼 |
| XML Financial, LLC | 16,181 | $251.7 萬 | 0.55% | −471−2.8% | 減碼 |
| Hollencrest Capital Management | 16,274 | $253.1 萬 | 0.23% | −4,889−23.1% | 減碼 |
| Hodges Capital Management Inc. | 16,282 | $253.3 萬 | 0.28% | +200+1.2% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 16,291 | $253.4 萬 | 0.14% | −289−1.7% | 減碼 |
| Bulltick Wealth Management, LLC | 16,313 | $253.7 萬 | 0.60% | +12,221+298.7% | 加碼 |
| Ironwood Investment Counsel, LLC | 16,333 | $254.0 萬 | 0.68% | +865+5.6% | 加碼 |
| Krilogy Financial LLC | 16,335 | $254.1 萬 | 0.25% | +814+5.2% | 加碼 |
| Martin & Co Inc | 16,361 | $254.5 萬 | 0.63% | −1,100−6.3% | 減碼 |
| Falcon Wealth Planning | 16,434 | $255.6 萬 | 1.09% | +12+0.1% | 加碼 |
| DeDora Capital, Inc. | 16,434 | $255.6 萬 | 1.11% | +521+3.3% | 加碼 |
| StoneX Group Inc. | 16,456 | $256.0 萬 | 0.38% | +526+3.3% | 加碼 |
| Quattro Financial Advisors LLC | 16,426 | $256.2 萬 | 0.68% | −1,877−10.3% | 減碼 |