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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 25,261 | $392.9 萬 | 0.96% | +40+0.2% | 加碼 |
| Laidlaw Wealth Management LLC | 25,361 | $394.5 萬 | 1.02% | +122+0.5% | 加碼 |
| Mount Vernon Associates Inc | 25,432 | $395.6 萬 | 3.63% | +100.0% | 加碼 |
| Founders Capital Management | 25,456 | $395.9 萬 | 2.58% | −71−0.3% | 減碼 |
| Fiera Capital Corp | 25,468 | $396.1 萬 | 0.01% | −19−0.1% | 減碼 |
| Capital Planning Advisors, LLC | 25,477 | $396.3 萬 | 0.81% | −1,073−4.0% | 減碼 |
| Am Investment Strategies LLC | 25,542 | $397.3 萬 | 1.02% | −731−2.8% | 減碼 |
| Gladstone Institutional Advisory LLC | 25,636 | $398.7 萬 | 0.48% | +7,905+44.6% | 加碼 |
| Burney Co | 25,688 | $399.6 萬 | 0.19% | −76−0.3% | 減碼 |
| Hixon Zuercher, LLC | 25,691 | $399.6 萬 | 2.40% | +14,139+122.4% | 加碼 |
| Greenline Partners, LLC | 25,745 | $400.4 萬 | 0.82% | +247+1.0% | 加碼 |
| Wealthspire Advisors, LLC | 25,786 | $401.1 萬 | 0.11% | −32,593−55.8% | 減碼 |
| RMR Wealth Builders | 25,786 | $401.1 萬 | 1.31% | −2,962−10.3% | 減碼 |
| Hengehold Capital Management LLC | 25,795 | $401.2 萬 | 0.53% | +735+2.9% | 加碼 |
| Parisi Gray Wealth Management | 25,878 | $402.5 萬 | 1.47% | −1,758−6.4% | 減碼 |
| NewSquare Capital LLC | 25,898 | $402.8 萬 | 0.48% | +2,263+9.6% | 加碼 |
| Nicollet Investment Management, Inc. | 25,908 | $403.0 萬 | 1.64% | −89−0.3% | 減碼 |
| Little House Capital LLC | 25,965 | $403.9 萬 | 2.18% | −13,292−33.9% | 減碼 |
| Eos Management, L.P. | 26,000 | $404.4 萬 | 2.15% | 00.0% | 不變 |
| Carderock Capital Management Inc | 26,035 | $404.9 萬 | 1.11% | −71−0.3% | 減碼 |
| 9258 Wealth Management, LLC | 26,111 | $406.1 萬 | 1.09% | +826+3.3% | 加碼 |
| Mayflower Financial Advisors, LLC | 26,185 | $407.3 萬 | 0.57% | −676−2.5% | 減碼 |
| Proequities, Inc. | 26,209 | $407.7 萬 | 0.26% | +1,616+6.6% | 加碼 |
| Shoker Investment Counsel, Inc. | 26,364 | $410.0 萬 | 2.05% | +236+0.9% | 加碼 |
| SkyOak Wealth, LLC | 26,374 | $410.2 萬 | 1.10% | −414−1.5% | 減碼 |
| Atlas Brown,Inc. | 26,423 | $411.0 萬 | 1.78% | +753+2.9% | 加碼 |
| Johanson Financial Advisors, Inc. | 26,448 | $411.2 萬 | 1.39% | +545+2.1% | 加碼 |
| ProVise Management Group, LLC | 26,467 | $411.7 萬 | 0.42% | −537−2.0% | 減碼 |
| Ulysses Management LLC | 26,500 | $412.2 萬 | 0.69% | +20,500+341.7% | 加碼 |
| United Bank | 26,505 | $412.3 萬 | 2.78% | +223+0.8% | 加碼 |
| Independence Bank of Kentucky | 26,513 | $412.4 萬 | 1.83% | −359−1.3% | 減碼 |
| Allen Capital Group, LLC | 26,608 | $413.9 萬 | 0.85% | +1,948+7.9% | 加碼 |
| FourThought Financial, LLC | 26,633 | $414.2 萬 | 0.55% | −12,334−31.7% | 減碼 |
| Arlington Financial Advisors, LLC | 26,630 | $414.2 萬 | 1.57% | +1,903+7.7% | 加碼 |
| Sterling Investment Advisors, Ltd. | 26,731 | $415.8 萬 | 1.22% | +15+0.1% | 加碼 |
| Capital Asset Advisory Services LLC | 26,773 | $416.4 萬 | 0.46% | −2,231−7.7% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 26,796 | $416.8 萬 | 0.98% | +1,722+6.9% | 加碼 |
| Nikulski Financial, Inc. | 27,271 | $416.9 萬 | 1.94% | −877−3.1% | 減碼 |
| Nachman Norwood & Parrott, Inc | 26,811 | $417.0 萬 | 0.42% | −75−0.3% | 減碼 |
| NTV Asset Management LLC | 26,861 | $417.8 萬 | 0.74% | −308−1.1% | 減碼 |
| High Pines Wealth Management, LLC | 26,869 | $417.9 萬 | 3.15% | +429+1.6% | 加碼 |
| Scott & Selber, Inc. | 26,877 | $418.0 萬 | 1.60% | −324−1.2% | 減碼 |
| J. W. Coons Advisors, LLC | 26,935 | $419.0 萬 | 1.48% | −554−2.0% | 減碼 |
| JT Stratford LLC | 26,991 | $419.8 萬 | 1.34% | +283+1.1% | 加碼 |
| Old Port Advisors | 27,086 | $420.2 萬 | 1.51% | −110−0.4% | 減碼 |
| Canvas Wealth Advisors, LLC | 27,089 | $421.3 萬 | 1.89% | +1,988+7.9% | 加碼 |
| Argus Investors' Counsel, Inc. | 27,252 | $423.9 萬 | 1.72% | −1,868−6.4% | 減碼 |
| Convergence Investment Partners, LLC | 27,251 | $423.9 萬 | 1.82% | +423+1.6% | 加碼 |
| American National Registered Investment Advisor, Inc. | 27,328 | $425.1 萬 | 1.52% | −790−2.8% | 減碼 |
| Hall Capital Management Co Inc | 27,353 | $425.4 萬 | 2.75% | +27,353 | 新進 |
| Morgan Jess S & Co Inc | 27,374 | $425.8 萬 | 2.80% | −328−1.2% | 減碼 |
| Bank Hapoalim BM | 27,400 | $426.2 萬 | 0.49% | −1,231−4.3% | 減碼 |
| Baker Tilly Wealth Management, LLC | 27,433 | $426.7 萬 | 0.69% | +456+1.7% | 加碼 |
| Charles Schwab Trust Co | 27,450 | $427.0 萬 | 0.84% | +2,928+11.9% | 加碼 |
| Violich Capital Management, Inc. | 27,493 | $427.6 萬 | 0.72% | +2,545+10.2% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 27,505 | $427.8 萬 | 0.14% | −4,979−15.3% | 減碼 |
| Goodwin Daniel L | 27,552 | $428.6 萬 | 2.04% | +322+1.2% | 加碼 |
| Comerica Securities,inc. | 27,594 | $429.2 萬 | 0.32% | −13,768−33.3% | 減碼 |
| GSB Wealth Management, LLC | 27,596 | $429.2 萬 | 1.34% | +301+1.1% | 加碼 |
| tru Independence LLC | 27,613 | $429.5 萬 | 1.27% | −5,151−15.7% | 減碼 |
| Trust Asset Management LLC | 27,743 | $431.5 萬 | 0.59% | +3,200+13.0% | 加碼 |
| Zurich Insurance Group Ltd | 27,800 | $432.4 萬 | 0.05% | 00.0% | 不變 |
| Act Two Investors LLC | 27,912 | $434.1 萬 | 0.85% | −68−0.2% | 減碼 |
| Hudock, Inc. | 27,944 | $434.6 萬 | 1.29% | +462+1.7% | 加碼 |
| Credit Capital Investments LLC | 28,000 | $435.5 萬 | 3.76% | −2,500−8.2% | 減碼 |
| Platform Technology Partners | 28,005 | $435.6 萬 | 1.79% | +28,005 | 新進 |
| Chesapeake Wealth Management | 28,014 | $435.7 萬 | 1.41% | −1,107−3.8% | 減碼 |
| Markston International LLC | 28,062 | $436.5 萬 | 2.65% | −92,843−76.8% | 減碼 |
| Tiemann Investment Advisors, LLC | 28,114 | $437.3 萬 | 2.05% | −435−1.5% | 減碼 |
| Altfest L J & Co Inc | 28,185 | $438.4 萬 | 0.95% | +275+1.0% | 加碼 |
| Centiva Capital, LP | 28,225 | $439.0 萬 | 0.34% | +8,718+44.7% | 加碼 |
| Mathes Company, Inc. | 28,263 | $439.6 萬 | 1.58% | −540−1.9% | 減碼 |
| Smithfield Trust Co | 28,473 | $442.9 萬 | 0.29% | −3,264−10.3% | 減碼 |
| Canal Capital Management, LLC | 28,522 | $443.6 萬 | 1.28% | +259+0.9% | 加碼 |
| Hilltop Holdings Inc. | 28,679 | $446.0 萬 | 0.50% | +3,822+15.4% | 加碼 |
| Origin Asset Management LLP | 28,672 | $446.0 萬 | 0.50% | +5,500+23.7% | 加碼 |
| Lafayette Investments, Inc. | 28,724 | $446.8 萬 | 1.22% | +471+1.7% | 加碼 |
| Pitcairn Co | 28,829 | $448.4 萬 | 0.30% | −364−1.2% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 28,892 | $449.4 萬 | 1.50% | +605+2.1% | 加碼 |
| Winning Points Advisors, LLC | 28,890 | $449.7 萬 | 3.37% | −3,700−11.4% | 減碼 |
| Ritholtz Wealth Management | 28,913 | $449.7 萬 | 0.32% | +3,980+16.0% | 加碼 |
| Van Den Berg Management I, Inc | 28,917 | $449.8 萬 | 0.88% | −441−1.5% | 減碼 |
| Cornerstone Wealth Group, LLC | 30,633 | $450.2 萬 | 0.92% | +900+3.0% | 加碼 |
| Arkadios Wealth Advisors | 28,972 | $450.6 萬 | 0.55% | +6,043+26.4% | 加碼 |
| Shelter Mutual Insurance Co | 29,000 | $451.1 萬 | 1.26% | 00.0% | 不變 |
| Enterprise Bank & Trust Co | 29,085 | $452.4 萬 | 1.79% | −875−2.9% | 減碼 |
| Alta Capital Management LLC | 29,140 | $453.2 萬 | 0.13% | +1,764+6.4% | 加碼 |
| Gries Financial LLC | 29,998 | $453.7 萬 | 1.46% | −166−0.6% | 減碼 |
| Checchi Capital Advisers, LLC | 29,246 | $454.9 萬 | 0.56% | −1,077−3.6% | 減碼 |
| Trustcore Financial Services, LLC | 29,295 | $455.6 萬 | 0.48% | −295−1.0% | 減碼 |
| Reliant Investment Management, LLC | 29,390 | $457.1 萬 | 2.10% | −275−0.9% | 減碼 |
| Amarillo National Bank | 29,442 | $457.9 萬 | 1.31% | −240−0.8% | 減碼 |
| Sheets Smith Wealth Management | 29,440 | $457.9 萬 | 0.62% | +349+1.2% | 加碼 |
| Kavar Capital Partners Group, LLC | 29,570 | $459.9 萬 | 1.11% | +1,015+3.6% | 加碼 |
| Goelzer Investment Management, Inc. | 29,584 | $460.1 萬 | 0.38% | +2,631+9.8% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 29,672 | $461.5 萬 | 2.12% | +10,941+58.4% | 加碼 |
| Brookmont Capital Management | 29,688 | $461.8 萬 | 2.79% | −144−0.5% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $462.0 萬 | 1.50% | 00.0% | 不變 |
| Addison Capital Co | 29,730 | $462.4 萬 | 2.26% | −409−1.4% | 減碼 |
| Monarch Capital Management Inc | 29,828 | $463.9 萬 | 1.33% | +6,325+26.9% | 加碼 |