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 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $2,789 億 |
| 2021 年第 4 季 | 3,595 | $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 |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 16,098 | $256.4 萬 | 0.59% | +228+1.4% | 加碼 |
| Aberdeen Wealth Management LLC | 16,489 | $256.5 萬 | 2.36% | −10−0.1% | 減碼 |
| Arete Wealth Advisors, LLC | 18,391 | $256.6 萬 | 0.36% | +406+2.3% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 16,577 | $257.8 萬 | 0.26% | −872−5.0% | 減碼 |
| Guardian Investment Management | 16,584 | $257.9 萬 | 1.76% | 00.0% | 不變 |
| Delta Asset Management LLC | 16,594 | $258.1 萬 | 0.25% | −898−5.1% | 減碼 |
| Ayalon Holdings Ltd. | 16,431 | $258.2 萬 | 0.86% | +2,088+14.6% | 加碼 |
| Benedict Financial Advisors Inc | 16,605 | $258.3 萬 | 0.72% | +930+5.9% | 加碼 |
| Weik Capital Management | 16,610 | $258.4 萬 | 1.01% | +340+2.1% | 加碼 |
| Everett Harris & Co | 16,639 | $258.8 萬 | 0.04% | −1,270−7.1% | 減碼 |
| Cornerstone Advisory, LLC | 16,655 | $259.0 萬 | 0.44% | +635+4.0% | 加碼 |
| Aries Wealth Management | 16,708 | $259.9 萬 | 1.11% | −367−2.1% | 減碼 |
| Rollins Financial | 16,722 | $260.1 萬 | 0.95% | +873+5.5% | 加碼 |
| CFM Wealth Partners LLC | 16,778 | $261.0 萬 | 0.69% | −58−0.3% | 減碼 |
| SWS Partners | 16,805 | $261.4 萬 | 1.70% | −5,734−25.4% | 減碼 |
| Center for Financial Planning, Inc. | 17,004 | $264.5 萬 | 0.65% | −47−0.3% | 減碼 |
| TCI Wealth Advisors, Inc. | 17,009 | $264.6 萬 | 0.46% | +1,895+12.5% | 加碼 |
| StrategIQ Financial Group, LLC | 17,018 | $264.7 萬 | 0.52% | −240−1.4% | 減碼 |
| Exane Derivatives | 17,085 | $265.9 萬 | 0.62% | +190+1.1% | 加碼 |
| GFG Capital, LLC | 17,113 | $266.2 萬 | 0.80% | +210+1.2% | 加碼 |
| Key Financial Inc | 17,590 | $267.0 萬 | 1.49% | +400+2.3% | 加碼 |
| NVWM, LLC | 17,184 | $267.3 萬 | 0.96% | +522+3.1% | 加碼 |
| Tandem Capital Management Corp | 17,213 | $267.7 萬 | 1.69% | −10−0.1% | 減碼 |
| Red Cedar Investment Management, LLC | 17,211 | $267.7 萬 | 0.36% | 00.0% | 不變 |
| Field & Main Bank | 17,221 | $267.9 萬 | 1.72% | +264+1.6% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 17,246 | $268.2 萬 | 1.68% | +245+1.4% | 加碼 |
| Strategic Blueprint, LLC | 17,277 | $268.7 萬 | 0.43% | +1,710+11.0% | 加碼 |
| Americana Partners, LLC | 17,319 | $269.3 萬 | 1.37% | −24−0.1% | 減碼 |
| MACRO Consulting Group | 17,309 | $269.4 萬 | 1.39% | −1,827−9.5% | 減碼 |
| Lake Street Advisors Group, LLC | 16,665 | $269.6 萬 | 0.20% | −63−0.4% | 減碼 |
| Rational Advisors LLC | 17,351 | $269.9 萬 | 0.32% | +447+2.6% | 加碼 |
| Doliver Advisors, LP | 17,398 | $270.6 萬 | 0.90% | +4,936+39.6% | 加碼 |
| Emfo, LLC | 17,420 | $271.0 萬 | 2.37% | +17,420 | 新進 |
| Financial Architects, Inc | 17,439 | $271.2 萬 | 0.39% | +1,604+10.1% | 加碼 |
| Next Capital Management LLC | 17,445 | $271.3 萬 | 1.73% | −3,879−18.2% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 17,539 | $272.8 萬 | 1.00% | +238+1.4% | 加碼 |
| Laffer Tengler Investments | 17,581 | $273.5 萬 | 1.02% | −3,389−16.2% | 減碼 |
| Investment Advisory Services Inc | 17,638 | $274.3 萬 | 1.69% | +17,638 | 新進 |
| Edgewood Management LLC | 17,664 | $274.7 萬 | 0.00% | −150−0.8% | 減碼 |
| Spreng Capital Management, Inc. | 17,665 | $274.8 萬 | 1.78% | +388+2.2% | 加碼 |
| AllGen Financial Advisors, Inc. | 17,680 | $275.0 萬 | 2.11% | −42,089−70.4% | 減碼 |
| Financial Planning & Information Services, Inc. | 17,681 | $275.0 萬 | 0.81% | −111−0.6% | 減碼 |
| Eads & Heald Wealth Management | 17,802 | $276.9 萬 | 1.35% | −312−1.7% | 減碼 |
| Moser Wealth Advisors, LLC | 17,823 | $277.2 萬 | 1.78% | +175+1.0% | 加碼 |
| JBJ Investment Partners, LLC | 17,838 | $277.5 萬 | 0.57% | −1,899−9.6% | 減碼 |
| GYL Financial Synergies, LLC | 17,978 | $279.6 萬 | 1.44% | +20+0.1% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 18,000 | $279.9 萬 | 1.77% | −175−1.0% | 減碼 |
| Burleson & Company, LLC | 17,998 | $279.9 萬 | 0.42% | +15+0.1% | 加碼 |
| Acropolis Investment Management, LLC | 18,011 | $280.1 萬 | 0.27% | +107+0.6% | 加碼 |
| St. Louis Trust Co | 18,050 | $280.7 萬 | 0.70% | 00.0% | 不變 |
| IPG Investment Advisors LLC | 18,056 | $280.8 萬 | 0.82% | −1,556−7.9% | 減碼 |
| Financial Advocates Investment Management | 18,123 | $280.9 萬 | 0.20% | −13,011−41.8% | 減碼 |
| Amica Retiree Medical Trust | 18,080 | $281.2 萬 | 1.78% | −3,881−17.7% | 減碼 |
| SkyView Investment Advisors, LLC | 18,475 | $281.2 萬 | 1.31% | 00.0% | 不變 |
| Golden State Equity Partners | 18,126 | $281.9 萬 | 1.09% | +1,136+6.7% | 加碼 |
| Aldebaran Financial Inc. | 18,032 | $282.0 萬 | 2.48% | +274+1.5% | 加碼 |
| Connecticut Wealth Management, LLC | 18,144 | $282.2 萬 | 0.25% | +18,144 | 新進 |
| Soltis Investment Advisors LLC | 18,165 | $282.5 萬 | 0.45% | +1,721+10.5% | 加碼 |
| Knott David M | 18,170 | $282.6 萬 | 1.09% | +2,700+17.5% | 加碼 |
| Holderness Investments Co | 18,224 | $283.5 萬 | 0.94% | +353+2.0% | 加碼 |
| Continental Advisors LLC | 18,235 | $283.6 萬 | 2.01% | −2,155−10.6% | 減碼 |
| Secure Asset Management, LLC | 18,237 | $283.7 萬 | 1.44% | +282+1.6% | 加碼 |
| Boltwood Capital Management | 18,270 | $284.2 萬 | 1.18% | −143−0.8% | 減碼 |
| Octavia Wealth Advisors, LLC | 18,312 | $284.8 萬 | 0.75% | +346+1.9% | 加碼 |
| West Paces Advisors Inc. | 18,312 | $284.8 萬 | 1.05% | −332−1.8% | 減碼 |
| Minot Wealth Management LLC | 18,316 | $285.1 萬 | 0.62% | +3,824+26.4% | 加碼 |
| Sage Mountain Advisors LLC | 18,357 | $285.5 萬 | 0.47% | +1,231+7.2% | 加碼 |
| RB Capital Management, LLC | 18,423 | $286.5 萬 | 1.10% | +759+4.3% | 加碼 |
| Certified Advisory Corp | 18,423 | $286.5 萬 | 0.72% | +913+5.2% | 加碼 |
| Alaethes Wealth LLC | 18,499 | $287.7 萬 | 2.22% | +458+2.5% | 加碼 |
| Smith, Moore & Co. | 18,505 | $287.8 萬 | 0.43% | +295+1.6% | 加碼 |
| Front Street Capital Management, Inc. | 18,530 | $288.2 萬 | 0.52% | −1,580−7.9% | 減碼 |
| Home Federal Bank of Tennessee | 18,537 | $288.4 萬 | 1.04% | −800−4.1% | 減碼 |
| Peachtree Investment Partners, LLC | 18,565 | $288.8 萬 | 1.41% | −1,186−6.0% | 減碼 |
| Valley Brook Capital Group | 18,574 | $288.9 萬 | 2.75% | +560+3.1% | 加碼 |
| Valley National Advisers Inc | 18,598 | $289.3 萬 | 0.53% | −172−0.9% | 減碼 |
| Wambolt & Associates, LLC | 18,463 | $290.0 萬 | 1.23% | +4,549+32.7% | 加碼 |
| Good Life Advisors, LLC | 18,716 | $291.1 萬 | 0.55% | −237−1.3% | 減碼 |
| Graybill Bartz & Assoc Ltd | 18,755 | $291.7 萬 | 1.44% | +99+0.5% | 加碼 |
| Prelude Capital Management, LLC | 18,770 | $291.9 萬 | 0.16% | −6,790−26.6% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 18,808 | $292.5 萬 | 0.58% | +596+3.3% | 加碼 |
| Atlas Private Wealth Management | 18,825 | $292.8 萬 | 1.81% | +1,261+7.2% | 加碼 |
| Dillon & Associates Inc | 18,782 | $293.0 萬 | 0.57% | +197+1.1% | 加碼 |
| Quest Capital Management Inc | 18,845 | $293.1 萬 | 0.58% | +577+3.2% | 加碼 |
| Condor Capital Management | 18,850 | $293.2 萬 | 0.32% | −522−2.7% | 減碼 |
| Sawtooth Solutions, LLC | 18,854 | $293.3 萬 | 0.58% | +2,484+15.2% | 加碼 |
| Keystone Financial Group | 18,934 | $294.5 萬 | 0.53% | −717−3.6% | 減碼 |
| Miller Investment Management, LP | 18,935 | $294.5 萬 | 0.51% | 00.0% | 不變 |
| Sabadell Asset Management, S.A S.G.I.I.C | 18,947 | $294.7 萬 | 0.51% | +18,947 | 新進 |
| YHB Investment Advisors, Inc. | 18,986 | $295.3 萬 | 0.25% | +379+2.0% | 加碼 |
| Mission Wealth Management, LP | 19,007 | $295.6 萬 | 0.16% | +559+3.0% | 加碼 |
| Boston Financial Mangement LLC | 19,026 | $295.9 萬 | 0.12% | +92+0.5% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 19,167 | $298.1 萬 | 0.96% | +9,701+102.5% | 加碼 |
| O'Dell Group, LLC | 19,226 | $299.0 萬 | 0.95% | +708+3.8% | 加碼 |
| Vivaldi Capital Management, LLC | 18,696 | $299.1 萬 | 0.60% | −1,327−6.6% | 減碼 |
| Landmark Financial Advisors, LLC | 19,229 | $299.1 萬 | 1.43% | +319+1.7% | 加碼 |
| Stableford Capital II LLC | 19,232 | $299.1 萬 | 1.43% | +572+3.1% | 加碼 |
| Sargent Investment Group, LLC | 19,252 | $299.4 萬 | 0.71% | +203+1.1% | 加碼 |
| Terra Nova Asset Management LLC | 19,296 | $300.1 萬 | 2.58% | −1,915−9.0% | 減碼 |
| Signature Wealth Management Partners, LLC | 19,303 | $300.2 萬 | 2.73% | −2,459−11.3% | 減碼 |