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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $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 | 4,680 | $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 | 3,710 | $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 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| Triasima Portfolio Management inc. | 29,900 | $465.1 萬 | 0.23% | +7,400+32.9% | 加碼 |
| Investors Asset Management of Georgia Inc | 29,912 | $465.2 萬 | 2.50% | −70.0% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 29,964 | $466.1 萬 | 1.05% | +215+0.7% | 加碼 |
| DT Investment Partners, LLC | 29,999 | $466.6 萬 | 0.65% | −5,702−16.0% | 減碼 |
| Monetta Financial Services Inc | 30,000 | $466.6 萬 | 3.60% | 00.0% | 不變 |
| Allen Holding Inc | 30,000 | $466.6 萬 | 0.71% | 00.0% | 不變 |
| Bleichroeder LP | 30,000 | $466.6 萬 | 0.70% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 30,000 | $466.6 萬 | 0.25% | +30,000 | 新進 |
| Zuckerman Investment Group, LLC | 30,005 | $466.7 萬 | 0.74% | −352−1.2% | 減碼 |
| Meridian Management Co | 30,020 | $466.9 萬 | 1.38% | −8,168−21.4% | 減碼 |
| Old Dominion Capital Management Inc | 30,025 | $467.0 萬 | 1.00% | −397−1.3% | 減碼 |
| Capital Insight Partners, LLC | 30,079 | $467.8 萬 | 1.06% | +37+0.1% | 加碼 |
| Stony Point Wealth Management Inc. | 30,103 | $468.2 萬 | 3.04% | +2,987+11.0% | 加碼 |
| Trustmark National Bank Trust Department | 30,127 | $468.6 萬 | 0.37% | +392+1.3% | 加碼 |
| Fusion Capital, LLC | 30,134 | $468.7 萬 | 2.82% | +926+3.2% | 加碼 |
| Brighton Jones LLC | 30,153 | $469.0 萬 | 0.24% | +34+0.1% | 加碼 |
| Thoroughbred Financial Services, LLC | 30,152 | $469.0 萬 | 1.17% | +770+2.6% | 加碼 |
| Country Club Trust Company, n.a. | 30,477 | $469.8 萬 | 0.41% | +1,118+3.8% | 加碼 |
| First Interstate Bank | 30,288 | $471.1 萬 | 0.50% | +30,288 | 新進 |
| TRUE Private Wealth Advisors | 30,318 | $471.5 萬 | 0.70% | −1,750−5.5% | 減碼 |
| Congress Park Capital LLC | 30,345 | $472.0 萬 | 2.36% | −387−1.3% | 減碼 |
| First Personal Financial Services | 30,384 | $472.6 萬 | 1.21% | +465+1.6% | 加碼 |
| Trustco Bank Corp N Y | 30,433 | $473.4 萬 | 4.26% | −2,850−8.6% | 減碼 |
| Pegasus Partners Ltd. | 30,433 | $473.4 萬 | 0.92% | −374−1.2% | 減碼 |
| Townsend Asset Management Corp | 30,452 | $473.6 萬 | 2.63% | +1,734+6.0% | 加碼 |
| Apollon Wealth Management, LLC | 30,497 | $474.3 萬 | 0.85% | −310−1.0% | 減碼 |
| Cornercap Investment Counsel Inc | 30,574 | $475.5 萬 | 0.53% | −3,322−9.8% | 減碼 |
| West Branch Capital LLC | 30,602 | $476.0 萬 | 2.34% | +383+1.3% | 加碼 |
| First Nebraska Trust Co | 30,607 | $476.1 萬 | 0.62% | −6,753−18.1% | 減碼 |
| Sawgrass Asset Management LLC | 30,678 | $477.2 萬 | 0.41% | −85−0.3% | 減碼 |
| Pegasus Asset Management, Inc. | 30,723 | $477.9 萬 | 2.23% | +207+0.7% | 加碼 |
| Paradigm Financial Partners, LLC | 30,730 | $478.0 萬 | 1.19% | +1,199+4.1% | 加碼 |
| Lakeview Capital Partners, LLC | 30,802 | $479.1 萬 | 2.09% | −45−0.1% | 減碼 |
| Mendel Money Management | 30,872 | $480.2 萬 | 3.02% | +1,222+4.1% | 加碼 |
| Journey Advisory Group, LLC | 30,950 | $481.4 萬 | 1.53% | +1,681+5.7% | 加碼 |
| SOL Capital Management CO | 31,032 | $482.7 萬 | 0.96% | −974−3.0% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 31,139 | $484.3 萬 | 1.31% | +75+0.2% | 加碼 |
| Keebeck Wealth Management, LLC | 31,156 | $484.6 萬 | 0.70% | −2,817−8.3% | 減碼 |
| Wasatch Advisors Inc | 31,198 | $485.3 萬 | 0.02% | +2,500+8.7% | 加碼 |
| Horizon Investment Services, LLC | 31,348 | $487.6 萬 | 2.39% | −145−0.5% | 減碼 |
| Family Legacy, Inc. | 32,315 | $487.7 萬 | 2.18% | −62−0.2% | 減碼 |
| MTM Investment Management, LLC | 31,372 | $488.0 萬 | 2.55% | +68+0.2% | 加碼 |
| SeaBridge Investment Advisors LLC | 31,381 | $488.1 萬 | 1.57% | −2,379−7.0% | 減碼 |
| Salem Capital Management Inc | 31,430 | $488.9 萬 | 2.68% | +300+1.0% | 加碼 |
| Jackson Square Capital, LLC | 31,435 | $488.9 萬 | 1.57% | +2,164+7.4% | 加碼 |
| Patten Group, Inc. | 31,478 | $489.6 萬 | 1.44% | −275−0.9% | 減碼 |
| Rocky Mountain Advisers, LLC | 31,477 | $489.6 萬 | 6.10% | +30.0% | 加碼 |
| PRW Wealth Management LLC | 31,478 | $489.6 萬 | 1.44% | +29,178+1,268.6% | 加碼 |
| Brandywine Oak Private Wealth LLC | 31,561 | $490.9 萬 | 0.57% | +7,449+30.9% | 加碼 |
| Regal Investment Advisors LLC | 31,564 | $490.9 萬 | 0.49% | +31,564 | 新進 |
| Horan Capital Advisors, LLC. | 31,674 | $492.7 萬 | 2.22% | −8,519−21.2% | 減碼 |
| Fragasso Group Inc. | 31,685 | $492.8 萬 | 0.66% | −11,171−26.1% | 減碼 |
| Tiedemann Advisors, LLC | 31,742 | $493.9 萬 | 0.20% | −334−1.0% | 減碼 |
| Bedel Financial Consulting, Inc. | 31,753 | $493.9 萬 | 1.72% | +28+0.1% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31,854 | $495.4 萬 | 0.50% | +355+1.1% | 加碼 |
| Forte Capital LLC | 31,865 | $495.6 萬 | 0.68% | +6,759+26.9% | 加碼 |
| Lincoln Capital LLC | 31,892 | $496.1 萬 | 1.39% | +991+3.2% | 加碼 |
| Exencial Wealth Advisors, LLC | 31,894 | $496.1 萬 | 0.27% | +1,275+4.2% | 加碼 |
| Delta Capital Management LLC | 32,025 | $498.1 萬 | 3.08% | −195−0.6% | 減碼 |
| Redmond Asset Management, LLC | 32,048 | $498.5 萬 | 1.46% | −107−0.3% | 減碼 |
| Equitable Trust Co | 32,053 | $498.5 萬 | 0.32% | +1,075+3.5% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 32,121 | $499.6 萬 | 1.92% | −74−0.2% | 減碼 |
| Bank Ozk | 32,269 | $501.9 萬 | 2.22% | +347+1.1% | 加碼 |
| Principal Street Partners, LLC | 32,380 | $503.6 萬 | 1.33% | −57,691−64.1% | 減碼 |
| Triangle Securities Wealth Management | 32,382 | $503.7 萬 | 1.70% | −706−2.1% | 減碼 |
| BBR Partners, LLC | 32,416 | $504.2 萬 | 0.40% | −2,419−6.9% | 減碼 |
| Weil Company, Inc. | 32,421 | $504.3 萬 | 2.55% | −1,500−4.4% | 減碼 |
| SeaCrest Wealth Management, LLC | 32,441 | $504.6 萬 | 0.61% | −81−0.2% | 減碼 |
| Chicago Trust Co NA | 32,515 | $505.8 萬 | 1.20% | +1,807+5.9% | 加碼 |
| Sentry Investment Management LLC | 32,543 | $506.2 萬 | 1.29% | +2,331+7.7% | 加碼 |
| Moloney Securities Asset Management, LLC | 32,659 | $508.0 萬 | 0.92% | +3,858+13.4% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 32,702 | $508.6 萬 | 0.32% | −1,940−5.6% | 減碼 |
| Unison Asset Management LLC | 32,712 | $508.8 萬 | 4.44% | −30.0% | 減碼 |
| Westover Capital Advisors, LLC | 32,732 | $509.1 萬 | 1.63% | −133−0.4% | 減碼 |
| O'Shares Investment Advisers, LLC | 32,757 | $509.5 萬 | 0.36% | +800+2.5% | 加碼 |
| Souders Financial Advisors | 32,766 | $509.6 萬 | 1.72% | −576−1.7% | 減碼 |
| Duff & Phelps Investment Management Co | 32,815 | $510.4 萬 | 0.07% | −2,780−7.8% | 減碼 |
| TFG Advisers LLC | 32,818 | $510.4 萬 | 2.46% | +91+0.3% | 加碼 |
| Centaurus Financial, Inc. | 32,855 | $511.0 萬 | 0.43% | +4,093+14.2% | 加碼 |
| Global Retirement Partners, LLC | 32,927 | $512.1 萬 | 0.52% | +1,056+3.3% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 32,931 | $512.3 萬 | 2.62% | +8,226+33.3% | 加碼 |
| Banco de Sabadell, S.A | 33,000 | $512.9 萬 | 3.41% | −75,635−69.6% | 減碼 |
| SRN Advisors, LLC | 32,987 | $513.1 萬 | 1.75% | +3,409+11.5% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $513.3 萬 | 1.43% | 00.0% | 不變 |
| Asset Dedication, LLC | 33,092 | $514.9 萬 | 0.77% | +7,307+28.3% | 加碼 |
| Jacobi Capital Management LLC | 33,213 | $516.6 萬 | 0.68% | +47+0.1% | 加碼 |
| Aureus Asset Management, LLC | 33,236 | $517.0 萬 | 0.33% | +4,581+16.0% | 加碼 |
| Johnson Financial Group, Inc. | 33,298 | $518.0 萬 | 0.34% | +1,285+4.0% | 加碼 |
| Bangor Savings Bank | 33,312 | $518.1 萬 | 0.58% | −347−1.0% | 減碼 |
| Legacy Financial Advisors, Inc. | 33,329 | $518.4 萬 | 1.31% | +1,122+3.5% | 加碼 |
| Citizens & Northern Corp | 33,406 | $519.6 萬 | 1.95% | −1,965−5.6% | 減碼 |
| Terril Brothers, Inc. | 33,418 | $519.8 萬 | 1.22% | −883−2.6% | 減碼 |
| Affinity Investment Advisors, LLC | 33,425 | $519.9 萬 | 2.35% | −16,520−33.1% | 減碼 |
| Symmetry Partners, LLC | 33,434 | $520.0 萬 | 0.35% | +1,389+4.3% | 加碼 |
| Bridgewater Advisors Inc. | 33,446 | $520.2 萬 | 1.65% | +1,987+6.3% | 加碼 |
| TrinityPoint Wealth, LLC | 33,549 | $521.8 萬 | 1.07% | −583−1.7% | 減碼 |
| Toroso Investments, LLC | 33,584 | $522.4 萬 | 0.20% | +18,129+117.3% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 33,599 | $522.6 萬 | 1.96% | −140.0% | 減碼 |
| Clarius Group, LLC | 33,599 | $522.6 萬 | 0.47% | +504+1.5% | 加碼 |
| Avantax Planning Partners, Inc. | 33,681 | $523.9 萬 | 0.25% | −279−0.8% | 減碼 |