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 |
|---|---|---|---|---|---|
| Poehling Capital Management, LLC | 22,393 | $348.3 萬 | 1.11% | −118−0.5% | 減碼 |
| Investment Research & Advisory Group, Inc. | 22,439 | $349.0 萬 | 2.33% | +20.0% | 加碼 |
| Valmark Advisers, Inc. | 22,441 | $349.0 萬 | 0.06% | +476+2.2% | 加碼 |
| Pavion Blue Capital, LLC | 22,442 | $349.1 萬 | 2.14% | −368−1.6% | 減碼 |
| Fairhaven Wealth Management, LLC | 22,462 | $349.4 萬 | 1.39% | +919+4.3% | 加碼 |
| Heritage Way Advisors, LLC | 22,473 | $349.5 萬 | 1.44% | −315−1.4% | 減碼 |
| Anchor Investment Management, LLC | 22,552 | $350.8 萬 | 0.49% | +1,834+8.9% | 加碼 |
| Gradient Capital Advisors, LLC | 22,553 | $350.8 萬 | 1.64% | +216+1.0% | 加碼 |
| Harbor Advisory Corp | 22,563 | $350.9 萬 | 1.58% | +1,401+6.6% | 加碼 |
| HCR Wealth Advisors | 22,591 | $351.4 萬 | 0.61% | +1,540+7.3% | 加碼 |
| Piscataqua Savings Bank | 22,601 | $351.5 萬 | 3.01% | −116−0.5% | 減碼 |
| Essex Savings Bank | 21,411 | $351.7 萬 | 1.36% | −254−1.2% | 減碼 |
| Norway Savings Bank | 22,619 | $351.8 萬 | 1.71% | +75+0.3% | 加碼 |
| Compton Wealth Advisory Group, LLC | 22,617 | $351.8 萬 | 1.64% | +273+1.2% | 加碼 |
| Blue Fin Capital, Inc. | 22,625 | $351.9 萬 | 1.08% | −402−1.7% | 減碼 |
| Aspen Investment Management Inc | 22,623 | $351.9 萬 | 1.84% | −67−0.3% | 減碼 |
| McMillion Capital Management Inc | 22,739 | $353.7 萬 | 1.93% | −1,041−4.4% | 減碼 |
| Cobblestone Capital Advisors LLC | 22,787 | $354.4 萬 | 0.24% | −79−0.3% | 減碼 |
| NEXT Financial Group, Inc | 22,813 | $354.8 萬 | 0.28% | +992+4.5% | 加碼 |
| Peddock Capital Advisors, LLC | 23,438 | $355.7 萬 | 1.24% | −285−1.2% | 減碼 |
| Liberty Capital Management, Inc. | 22,866 | $355.7 萬 | 1.08% | −299−1.3% | 減碼 |
| Rehmann Capital Advisory Group | 22,771 | $356.2 萬 | 0.34% | −1,653−6.8% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 22,902 | $356.2 萬 | 1.21% | −239−1.0% | 減碼 |
| Independent Financial Group, LLC | 22,911 | $356.4 萬 | 0.38% | +1,287+6.0% | 加碼 |
| Marietta Investment Partners LLC | 22,954 | $357.0 萬 | 0.81% | +770+3.5% | 加碼 |
| Butensky & Cohen Financial Security, Inc | 22,967 | $357.2 萬 | 1.42% | −264−1.1% | 減碼 |
| Union Heritage Capital, LLC | 23,000 | $357.7 萬 | 1.67% | +4,700+25.7% | 加碼 |
| TrimTabs Asset Management, LLC | 23,281 | $358.6 萬 | 1.83% | −1,727−6.9% | 減碼 |
| Nichols & Pratt Advisers LLP | 23,093 | $359.2 萬 | 0.27% | +725+3.2% | 加碼 |
| TCG Advisory Services, LLC | 23,103 | $359.3 萬 | 0.97% | −2,397−9.4% | 減碼 |
| WD Rutherford LLC | 23,135 | $359.8 萬 | 2.00% | +160+0.7% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 23,131 | $359.8 萬 | 0.18% | +914+4.1% | 加碼 |
| Spirit of America Management Corp | 23,142 | $360.0 萬 | 0.77% | −750−3.1% | 減碼 |
| SOA Wealth Advisors, LLC. | 23,158 | $360.2 萬 | 0.93% | −383−1.6% | 減碼 |
| Hayek Kallen Investment Management | 23,336 | $363.0 萬 | 1.53% | +120+0.5% | 加碼 |
| SlateStone Wealth, LLC | 23,342 | $363.1 萬 | 0.83% | −1,538−6.2% | 減碼 |
| Selective Wealth Management, Inc. | 23,363 | $363.4 萬 | 2.90% | −4,531−16.2% | 減碼 |
| 55I, LLC | 23,383 | $363.7 萬 | 0.13% | +3,336+16.6% | 加碼 |
| FLC Capital Advisors | 23,473 | $365.1 萬 | 1.07% | −602−2.5% | 減碼 |
| Csenge Advisory Group | 23,291 | $365.8 萬 | 0.33% | +3,314+16.6% | 加碼 |
| Geier Asset Management, Inc. | 23,528 | $366.0 萬 | 2.56% | −679−2.8% | 減碼 |
| Optimum Investment Advisors | 23,543 | $366.2 萬 | 1.14% | −6,392−21.4% | 減碼 |
| First Business Financial Services, Inc. | 23,567 | $366.6 萬 | 0.43% | +2,255+10.6% | 加碼 |
| Pathstone Family Office, LLC | 23,585 | $366.8 萬 | 0.11% | +4,424+23.1% | 加碼 |
| Select Asset Management & Trust | 23,605 | $367.1 萬 | 2.08% | −14,960−38.8% | 減碼 |
| Coastal Bridge Advisors, LLC | 23,601 | $367.1 萬 | 0.75% | +1,026+4.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 23,602 | $367.1 萬 | 0.34% | +1,292+5.8% | 加碼 |
| S&CO Inc | 23,655 | $367.9 萬 | 0.29% | 00.0% | 不變 |
| Vaughan Nelson Investment Management, L.P. | 23,670 | $368.2 萬 | 0.04% | +2,025+9.4% | 加碼 |
| Nomura Holdings Inc | 24,143 | $368.5 萬 | 0.03% | +23,917+10,582.7% | 加碼 |
| First Commonwealth Financial Corp | 23,697 | $368.6 萬 | 1.29% | −72−0.3% | 減碼 |
| Monetary Management Group Inc | 23,709 | $368.8 萬 | 1.11% | −100−0.4% | 減碼 |
| X-Square Capital, LLC | 23,817 | $370.0 萬 | 1.76% | +4,150+21.1% | 加碼 |
| RDA Financial Network | 23,792 | $370.1 萬 | 1.63% | +78+0.3% | 加碼 |
| Bank of Stockton | 23,817 | $370.4 萬 | 1.12% | −533−2.2% | 減碼 |
| Quadrant Capital Group LLC | 23,920 | $372.0 萬 | 0.54% | −2,023−7.8% | 減碼 |
| BFSG, LLC | 23,980 | $373.0 萬 | 0.67% | +950+4.1% | 加碼 |
| Roanoke Asset Management Corp | 24,026 | $373.7 萬 | 1.30% | +4,120+20.7% | 加碼 |
| IMA Wealth, Inc. | 24,112 | $375.0 萬 | 0.88% | +3,945+19.6% | 加碼 |
| Winch Advisory Services, LLC | 24,127 | $375.3 萬 | 1.35% | +563+2.4% | 加碼 |
| Harbor Advisors LLC | 24,148 | $375.6 萬 | 0.74% | 00.0% | 不變 |
| NorthRock Partners, LLC | 24,178 | $376.1 萬 | 0.31% | −528−2.1% | 減碼 |
| Aspiriant, LLC | 24,201 | $376.3 萬 | 0.21% | +1,592+7.0% | 加碼 |
| Odey Asset Management Group Ltd | 24,225 | $376.8 萬 | 0.85% | −30,600−55.8% | 減碼 |
| Gables Capital Management Inc. | 24,241 | $377.0 萬 | 2.58% | −5,834−19.4% | 減碼 |
| Deseret Mutual Benefit Administrators | 24,336 | $378.5 萬 | 0.92% | +24,336 | 新進 |
| Ameritas Investment Company, LLC | 12,962 | $378.6 萬 | 0.18% | −16,647−56.2% | 減碼 |
| Patton Albertson Miller Group, LLC | 24,350 | $378.7 萬 | 0.86% | +1,419+6.2% | 加碼 |
| Lee Danner & Bass Inc | 24,400 | $379.5 萬 | 0.34% | +853+3.6% | 加碼 |
| Nwam LLC | 24,450 | $380.3 萬 | 0.35% | −284−1.1% | 減碼 |
| Curbstone Financial Management Corp | 24,462 | $380.5 萬 | 0.71% | −100−0.4% | 減碼 |
| Claro Advisors LLC | 24,462 | $380.5 萬 | 1.71% | +520+2.2% | 加碼 |
| West Oak Capital, LLC | 24,512 | $381.3 萬 | 1.50% | −80−0.3% | 減碼 |
| Procyon Private Wealth Partners, LLC | 24,517 | $381.3 萬 | 1.04% | +1,551+6.8% | 加碼 |
| Strategic Wealth Partners, Ltd. | 24,534 | $381.6 萬 | 1.25% | +3,861+18.7% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 24,541 | $381.7 萬 | 2.48% | +148+0.6% | 加碼 |
| Atlantic Trust, LLC | 24,546 | $381.8 萬 | 2.49% | −119−0.5% | 減碼 |
| ARGI Investment Services, LLC | 24,552 | $381.9 萬 | 0.13% | +869+3.7% | 加碼 |
| Sanders Morris Harris LLC | 24,662 | $382.1 萬 | 0.74% | +17,408+240.0% | 加碼 |
| Cary Street Partners Asset Management LLC | 24,595 | $382.6 萬 | 0.91% | −133,248−84.4% | 減碼 |
| Blume Capital Management, Inc. | 24,600 | $382.6 萬 | 1.40% | +2,775+12.7% | 加碼 |
| RFG Advisory, LLC | 24,604 | $382.7 萬 | 0.34% | +851+3.6% | 加碼 |
| Evermay Wealth Management LLC | 24,621 | $383.0 萬 | 0.71% | −258−1.0% | 減碼 |
| Pekin Hardy Strauss, Inc. | 24,629 | $383.1 萬 | 0.54% | +6,945+39.3% | 加碼 |
| Boston Research & Management Inc | 24,688 | $383.9 萬 | 1.16% | +210+0.9% | 加碼 |
| Zevenbergen Capital Investments LLC | 24,733 | $384.7 萬 | 0.07% | −1,745−6.6% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 24,742 | $384.8 萬 | 1.87% | −4,170−14.4% | 減碼 |
| Signet Investment Advisory Group, Inc. | 24,822 | $386.1 萬 | 2.49% | +1,786+7.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 24,965 | $388.3 萬 | 0.15% | +3,280+15.1% | 加碼 |
| B. Riley Wealth Management, Inc. | 202,804 | $389.5 萬 | 0.43% | +14,836+7.9% | 加碼 |
| Malaga Cove Capital, LLC | 25,128 | $390.8 萬 | 1.68% | +264+1.1% | 加碼 |
| Papp L Roy & Associates | 25,130 | $390.9 萬 | 0.49% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 25,157 | $391.1 萬 | 0.06% | −41,073−62.0% | 減碼 |
| Hudson Value Partners, LLC | 25,168 | $391.5 萬 | 2.16% | +45+0.2% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 25,178 | $391.6 萬 | 3.35% | −796−3.1% | 減碼 |
| Eagle Capital Management, LLC | 25,176 | $391.6 萬 | 1.11% | +406+1.6% | 加碼 |
| Eisler Capital (UK) Ltd. | 25,189 | $391.6 萬 | 0.79% | +17,087+210.9% | 加碼 |
| High Note Wealth, LLC | 25,211 | $392.0 萬 | 1.42% | +274+1.1% | 加碼 |
| Flagship Harbor Advisors, LLC | 25,230 | $392.4 萬 | 0.42% | +149+0.6% | 加碼 |
| Capital Investment Advisory Services, LLC | 25,229 | $392.4 萬 | 0.49% | +213+0.9% | 加碼 |