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 |
|---|---|---|---|---|---|
| Jefferies Group LLC | 33,725 | $524.6 萬 | 0.09% | −4,768−12.4% | 減碼 |
| Opus Investment Management Inc | 33,750 | $524.9 萬 | 0.79% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 33,783 | $525.5 萬 | 0.84% | +109+0.3% | 加碼 |
| GM Advisory Group, Inc. | 33,792 | $525.6 萬 | 0.54% | −753−2.2% | 減碼 |
| CAPROCK Group, Inc. | 33,803 | $525.8 萬 | 0.48% | −2,816−7.7% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 33,970 | $528.4 萬 | 4.61% | +260+0.8% | 加碼 |
| Marcum Wealth, LLC | 34,011 | $529.0 萬 | 0.86% | +414+1.2% | 加碼 |
| Brick & Kyle, Associates | 34,160 | $531.3 萬 | 2.77% | +1,012+3.1% | 加碼 |
| Sunbelt Securities, Inc. | 35,037 | $532.3 萬 | 0.96% | −255−0.7% | 減碼 |
| Chou Associates Management Inc.大師Chou Associates | 34,275 | $533.1 萬 | 3.12% | 00.0% | 不變 |
| Western Wealth Management, LLC | 34,290 | $534.3 萬 | 0.55% | +9,886+40.5% | 加碼 |
| HAP Trading, LLC | 34,367 | $534.5 萬 | 0.33% | +34,367 | 新進 |
| Grandfield & Dodd, LLC | 34,459 | $536.0 萬 | 0.37% | −91−0.3% | 減碼 |
| Headinvest, LLC | 34,574 | $537.7 萬 | 1.02% | −10.0% | 減碼 |
| Kore Private Wealth LLC | 34,617 | $538.4 萬 | 0.60% | +1,112+3.3% | 加碼 |
| Traynor Capital Management, Inc. | 34,507 | $538.4 萬 | 0.75% | +1,393+4.2% | 加碼 |
| SPC Financial, Inc. | 34,661 | $539.1 萬 | 0.65% | −30−0.1% | 減碼 |
| Horizon Investments, LLC | 34,913 | $539.9 萬 | 0.16% | +9,265+36.1% | 加碼 |
| Joel Isaacson & Co., LLC | 34,725 | $540.1 萬 | 0.42% | +344+1.0% | 加碼 |
| Clarity Financial LLC | 34,739 | $540.3 萬 | 1.04% | +3,974+12.9% | 加碼 |
| Coerente Capital Management | 34,822 | $541.6 萬 | 1.12% | −1,058−2.9% | 減碼 |
| L & S Advisors Inc | 34,856 | $542.2 萬 | 0.58% | −8,776−20.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 34,884 | $542.6 萬 | 0.43% | +1,323+3.9% | 加碼 |
| Fma Advisory Inc | 34,992 | $544.3 萬 | 2.02% | +617+1.8% | 加碼 |
| Cna Financial Corp | 35,000 | $544.4 萬 | 1.54% | −5,000−12.5% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 35,000 | $544.4 萬 | 0.06% | 00.0% | 不變 |
| Ally Financial Inc. | 35,000 | $544.4 萬 | 0.54% | +15,000+75.0% | 加碼 |
| E&G Advisors, LP | 0 | $544.6 萬 | 1.48% | −35,312−100.0% | 減碼 |
| YorkBridge Wealth Partners, LLC | 35,066 | $545.4 萬 | 1.42% | +1,716+5.1% | 加碼 |
| Marino, Stram & Associates LLC | 35,066 | $545.4 萬 | 1.42% | +10,108+40.5% | 加碼 |
| Contravisory Investment Management, Inc. | 35,312 | $549.2 萬 | 1.62% | +35,312 | 新進 |
| MidWestOne Financial Group, Inc. | 35,445 | $551.3 萬 | 1.30% | +1,005+2.9% | 加碼 |
| Cohen Lawrence B | 35,477 | $551.8 萬 | 2.81% | −920−2.5% | 減碼 |
| V Wealth Advisors LLC | 35,549 | $552.8 萬 | 0.88% | +780+2.2% | 加碼 |
| Stokes Capital Advisors, LLC | 35,580 | $553.4 萬 | 1.81% | +8,284+30.3% | 加碼 |
| Schmidt P J Investment Management Inc | 36,776 | $554.0 萬 | 1.11% | +998+2.8% | 加碼 |
| Shepherd Financial Partners LLC | 35,624 | $554.1 萬 | 1.05% | +762+2.2% | 加碼 |
| Excalibur Management Corp | 35,651 | $554.5 萬 | 2.51% | −269−0.7% | 減碼 |
| Institutional & Family Asset Management, LLC | 35,746 | $556.0 萬 | 0.92% | +2,286+6.8% | 加碼 |
| Baugh & Associates, LLC | 35,816 | $557.1 萬 | 3.46% | −390−1.1% | 減碼 |
| Red Door Wealth Management, LLC | 35,863 | $557.8 萬 | 2.17% | +2,952+9.0% | 加碼 |
| Cottage Street Advisors LLC | 36,114 | $561.7 萬 | 3.33% | −848−2.3% | 減碼 |
| Koshinski Asset Management, Inc. | 36,120 | $561.8 萬 | 0.71% | −13,167−26.7% | 減碼 |
| Varma Mutual Pension Insurance Co | 36,125 | $561.8 萬 | 0.08% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 36,154 | $562.3 萬 | 1.54% | −78−0.2% | 減碼 |
| Hedeker Wealth, LLC | 36,175 | $562.6 萬 | 1.75% | −1,100−3.0% | 減碼 |
| New England Investment & Retirement Group, Inc. | 36,179 | $562.7 萬 | 1.22% | −292−0.8% | 減碼 |
| PFG Advisors | 36,283 | $564.3 萬 | 0.65% | +456+1.3% | 加碼 |
| Mitchell Capital Management Co | 36,490 | $567.6 萬 | 1.25% | +2,485+7.3% | 加碼 |
| Mandatum Life Insurance Co Ltd | 36,500 | $567.7 萬 | 1.03% | 00.0% | 不變 |
| Meridian Wealth Advisors, LLC | 36,514 | $567.9 萬 | 1.61% | +3,652+11.1% | 加碼 |
| Summit Global Investments | 36,658 | $569.0 萬 | 0.34% | −55,699−60.3% | 減碼 |
| Van Eck Associates Corp | 36,589 | $569.1 萬 | 0.01% | −10,813−22.8% | 減碼 |
| MRJ Capital Inc | 36,766 | $571.8 萬 | 3.33% | −590−1.6% | 減碼 |
| Stillwater Investment Management, LLC | 36,857 | $573.3 萬 | 1.52% | −20.0% | 減碼 |
| Empirical Finance, LLC | 36,902 | $574.0 萬 | 0.94% | +5,273+16.7% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 36,927 | $574.4 萬 | 1.11% | +364+1.0% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 36,943 | $574.6 萬 | 2.12% | −609−1.6% | 減碼 |
| Bowling Portfolio Management LLC | 36,967 | $575.0 萬 | 1.28% | −8,443−18.6% | 減碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 37,000 | $575.5 萬 | 3.61% | +37,000 | 新進 |
| Alpha Omega Wealth Management LLC | 37,115 | $577.3 萬 | 0.95% | −85−0.2% | 減碼 |
| Belpointe Asset Management LLC | 37,148 | $577.8 萬 | 0.42% | +5,888+18.8% | 加碼 |
| Walleye Trading LLC | 37,203 | $578.7 萬 | 0.15% | +37,203 | 新進 |
| City Holding Co | 37,243 | $579.3 萬 | 1.02% | +1,926+5.5% | 加碼 |
| Augustine Asset Management Inc | 37,282 | $579.9 萬 | 2.99% | −3,147−7.8% | 減碼 |
| CPWM, LLC | 37,401 | $581.7 萬 | 0.44% | +5,147+16.0% | 加碼 |
| Silvant Capital Management LLC | 37,461 | $582.7 萬 | 0.92% | −790−2.1% | 減碼 |
| Northwest Bancshares, Inc. | 37,490 | $583.1 萬 | 1.32% | −110.0% | 減碼 |
| Vectors Research Management, LLC | 37,489 | $583.1 萬 | 1.49% | +1,258+3.5% | 加碼 |
| HNP Capital LLC | 37,489 | $583.1 萬 | 1.54% | +1,405+3.9% | 加碼 |
| Karp Capital Management Corp | 37,602 | $584.9 萬 | 0.87% | +2,374+6.7% | 加碼 |
| Kinneret Advisory, LLC | 37,734 | $586.9 萬 | 0.69% | 00.0% | 不變 |
| Barometer Capital Management Inc. | 37,988 | $587.5 萬 | 1.12% | −33,032−46.5% | 減碼 |
| R.m.sincerbeaux Capital Management LLC | 37,890 | $589.3 萬 | 3.73% | 00.0% | 不變 |
| Montecito Bank & Trust | 37,887 | $589.3 萬 | 1.13% | +357+1.0% | 加碼 |
| Strategic Financial Services, Inc, | 37,914 | $589.7 萬 | 0.47% | −1,919−4.8% | 減碼 |
| Meritage Portfolio Management | 37,968 | $590.6 萬 | 0.36% | +1,038+2.8% | 加碼 |
| Castleark Management LLC | 38,070 | $592.1 萬 | 0.20% | 00.0% | 不變 |
| Chronos Wealth Management, LLC | 38,115 | $592.8 萬 | 4.07% | +1,557+4.3% | 加碼 |
| Chemung Canal Trust Co | 38,143 | $593.3 萬 | 1.13% | −805−2.1% | 減碼 |
| Family Management Corp | 38,163 | $593.6 萬 | 1.57% | +2,908+8.2% | 加碼 |
| Advanced Asset Management Advisors Inc | 38,246 | $594.9 萬 | 1.26% | +10.0% | 加碼 |
| Werlinich Asset Management, LLC | 38,265 | $595.2 萬 | 4.81% | 00.0% | 不變 |
| Premier Fund Managers Ltd | 38,639 | $595.6 萬 | 0.20% | +4,850+14.4% | 加碼 |
| Capital Analysts, LLC | 38,298 | $595.7 萬 | 0.40% | −1,325−3.3% | 減碼 |
| JustInvest LLC | 38,386 | $597.1 萬 | 0.63% | +6,019+18.6% | 加碼 |
| Fulton Bank, N.A. | 38,441 | $597.9 萬 | 0.28% | +308+0.8% | 加碼 |
| Surevest, LLC | 38,626 | $600.8 萬 | 1.57% | +4,584+13.5% | 加碼 |
| Change Path, LLC | 38,723 | $602.3 萬 | 0.37% | +434+1.1% | 加碼 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 38,768 | $603.0 萬 | 0.85% | −455−1.2% | 減碼 |
| Bank of New Hampshire | 38,868 | $604.6 萬 | 1.62% | +38,868 | 新進 |
| Andra AP-fonden | 38,900 | $605.1 萬 | 0.12% | +11,200+40.4% | 加碼 |
| Marietta Wealth Management, LLC | 38,990 | $606.5 萬 | 1.37% | +278+0.7% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 39,009 | $606.8 萬 | 0.28% | −3,277−7.7% | 減碼 |
| Value Partners Investments Inc. | 39,081 | $607.4 萬 | 0.50% | −100−0.3% | 減碼 |
| IHT Wealth Management, LLC | 39,066 | $607.6 萬 | 0.39% | +3,987+11.4% | 加碼 |
| Connable Office Inc | 39,085 | $607.9 萬 | 0.84% | −1,265−3.1% | 減碼 |
| Ergoteles LLC | 39,115 | $608.4 萬 | 0.14% | +39,115 | 新進 |
| Heritage Wealth Advisors | 39,215 | $609.9 萬 | 0.38% | −8,704−18.2% | 減碼 |
| Welch Group, LLC | 39,371 | $612.4 萬 | 0.42% | +1,710+4.5% | 加碼 |