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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 39,417 | $613.1 萬 | 2.02% | −980−2.4% | 減碼 |
| Banco BTG Pactual S.A. | 39,463 | $613.8 萬 | 4.85% | +9,451+31.5% | 加碼 |
| Mader & Shannon Wealth Management, Inc. | 39,476 | $614.0 萬 | 3.16% | +782+2.0% | 加碼 |
| Parcion Private Wealth LLC | 39,500 | $614.4 萬 | 0.62% | −532−1.3% | 減碼 |
| Stratos Wealth Advisors, LLC | 39,592 | $615.8 萬 | 0.54% | +4,660+13.3% | 加碼 |
| Paradigm Asset Management Co LLC | 39,650 | $616.7 萬 | 1.57% | −100−0.3% | 減碼 |
| ACG Wealth | 39,665 | $617.0 萬 | 0.78% | −2,442−5.8% | 減碼 |
| Kempen Capital Management N.V. | 42,575 | $617.0 萬 | 0.22% | +18,015+73.4% | 加碼 |
| Dorchester Wealth Management Co | 39,788 | $618.9 萬 | 1.42% | −690−1.7% | 減碼 |
| Mechanics Bank Trust Department | 39,795 | $619.0 萬 | 1.02% | −1,388−3.4% | 減碼 |
| Swarthmore Group Inc | 39,856 | $619.9 萬 | 1.60% | +39,856 | 新進 |
| Moneta Group Investment Advisors LLC | 39,900 | $620.6 萬 | 0.29% | +1,465+3.8% | 加碼 |
| Fieldpoint Private Securities, LLC | 38,974 | $620.7 萬 | 1.36% | +1,058+2.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 39,992 | $622.0 萬 | 0.07% | −36,172−47.5% | 減碼 |
| BKD Wealth Advisors, LLC | 40,018 | $622.4 萬 | 0.29% | −2,325−5.5% | 減碼 |
| Exchange Capital Management, Inc. | 40,155 | $624.6 萬 | 1.20% | −29−0.1% | 減碼 |
| Spectrum Management Group, LLC | 40,193 | $625.2 萬 | 1.10% | +3,712+10.2% | 加碼 |
| Essex Investment Management Co LLC | 40,329 | $627.3 萬 | 0.73% | +12,152+43.1% | 加碼 |
| Oxford Financial Group Ltd | 40,355 | $627.7 萬 | 0.84% | +579+1.5% | 加碼 |
| Ballentine Partners, LLC | 40,495 | $629.8 萬 | 0.22% | +899+2.3% | 加碼 |
| Buckhead Capital Management LLC | 40,520 | $630.2 萬 | 1.40% | −177−0.4% | 減碼 |
| Univest Financial Corp | 40,697 | $633.0 萬 | 1.74% | +30.0% | 加碼 |
| Brown Miller Wealth Management, LLC | 40,727 | $633.4 萬 | 4.05% | +601+1.5% | 加碼 |
| Lincoln Capital Corp | 40,821 | $634.9 萬 | 3.62% | −523−1.3% | 減碼 |
| Annex Advisory Services, LLC | 40,840 | $635.0 萬 | 0.51% | +2,845+7.5% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 40,898 | $636.1 萬 | 1.61% | +273+0.7% | 加碼 |
| Somerset Trust Co | 40,935 | $636.7 萬 | 2.60% | +224+0.6% | 加碼 |
| Corbenic Partners LLC | 40,956 | $637.0 萬 | 1.67% | +2,186+5.6% | 加碼 |
| LVW Advisors, LLC | 40,978 | $637.4 萬 | 1.13% | +206+0.5% | 加碼 |
| Concentric Wealth Management, LLC | 40,987 | $637.5 萬 | 1.95% | +267+0.7% | 加碼 |
| Essex Financial Services, Inc. | 41,889 | $637.7 萬 | 0.92% | 00.0% | 不變 |
| David Loasby | 41,081 | $639.0 萬 | 0.83% | +321+0.8% | 加碼 |
| Abbot Financial Management, Inc. | 41,181 | $640.5 萬 | 2.80% | +160+0.4% | 加碼 |
| AdvisorNet Financial, Inc | 41,185 | $640.6 萬 | 0.43% | −1,295−3.0% | 減碼 |
| Gibraltar Capital Management, Inc. | 42,528 | $641.9 萬 | 3.21% | +3,179+8.1% | 加碼 |
| Budros, Ruhlin & Roe, Inc. | 41,473 | $645.1 萬 | 0.71% | +451+1.1% | 加碼 |
| Gamble Jones Investment Counsel | 41,529 | $645.9 萬 | 0.42% | +294+0.7% | 加碼 |
| Huber Capital Management LLC | 41,723 | $649.0 萬 | 1.66% | 00.0% | 不變 |
| Intrust Bank NA | 41,784 | $649.9 萬 | 0.88% | −161−0.4% | 減碼 |
| Baldwin Brothers Inc | 41,830 | $650.6 萬 | 0.71% | +20,373+94.9% | 加碼 |
| Van Strum & Towne Inc. | 41,853 | $651.0 萬 | 3.12% | −425−1.0% | 減碼 |
| Covington Investment Advisors Inc. | 41,859 | $651.1 萬 | 1.43% | +730+1.8% | 加碼 |
| American Money Management, LLC | 41,918 | $652.0 萬 | 2.21% | +239+0.6% | 加碼 |
| Harrell Investment Partners, LLC | 42,000 | $653.3 萬 | 2.12% | +2,743+7.0% | 加碼 |
| Granite Investment Advisors, LLC | 42,012 | $653.5 萬 | 1.02% | −5,140−10.9% | 減碼 |
| Radnor Capital Management, LLC | 42,034 | $653.8 萬 | 2.21% | +850+2.1% | 加碼 |
| Howland Capital Management LLC | 42,061 | $654.2 萬 | 0.34% | −463−1.1% | 減碼 |
| Strategic Advisors LLC | 42,121 | $655.1 萬 | 1.70% | +788+1.9% | 加碼 |
| Whalerock Point Partners, LLC | 42,158 | $655.7 萬 | 2.52% | +507+1.2% | 加碼 |
| Abbrea Capital, LLC | 42,166 | $655.8 萬 | 0.98% | −161−0.4% | 減碼 |
| Boyd Watterson Asset Management LLC | 42,521 | $661.4 萬 | 2.67% | +25+0.1% | 加碼 |
| Brewin Dolphin Wealth Management Ltd | 42,728 | $664.6 萬 | 0.81% | −240−0.6% | 減碼 |
| White Pine Investment CO | 42,746 | $664.9 萬 | 2.29% | +356+0.8% | 加碼 |
| Community Bank & Trust, Waco, Texas | 42,759 | $665.1 萬 | 2.17% | +626+1.5% | 加碼 |
| Live Oak Private Wealth LLC | 42,764 | $665.2 萬 | 1.47% | +1,268+3.1% | 加碼 |
| Resources Investment Advisors, LLC. | 42,800 | $665.7 萬 | 0.27% | +1,241+3.0% | 加碼 |
| Hohimer Wealth Management, LLC | 42,804 | $665.8 萬 | 1.36% | +1,855+4.5% | 加碼 |
| Systematic Alpha Investments, LLC | 41,804 | $665.8 萬 | 0.30% | +17,104+69.2% | 加碼 |
| Baker Ellis Asset Management LLC | 42,850 | $666.5 萬 | 1.31% | +1,060+2.5% | 加碼 |
| Copeland Capital Management, LLC | 42,856 | $666.6 萬 | 0.20% | +2,505+6.2% | 加碼 |
| Mid Atlantic Financial Management Inc | 42,883 | $667.0 萬 | 0.45% | +2,378+5.9% | 加碼 |
| Consolidated Investment Group LLC | 42,992 | $668.7 萬 | 1.11% | 00.0% | 不變 |
| Fundamentun, LLC | 43,050 | $669.6 萬 | 1.84% | +4,596+12.0% | 加碼 |
| Gyroscope Capital Management Group, LLC | 43,048 | $669.6 萬 | 2.35% | +43,048 | 新進 |
| Veriti Management LLC | 43,086 | $670.2 萬 | 1.00% | +11,315+35.6% | 加碼 |
| SevenBridge Financial Group, LLC | 43,149 | $671.1 萬 | 2.19% | +317+0.7% | 加碼 |
| Peloton Wealth Strategists | 43,149 | $671.1 萬 | 2.77% | +365+0.9% | 加碼 |
| Claybrook Capital, LLC | 43,149 | $671.1 萬 | 2.19% | +41,749+2,982.1% | 加碼 |
| Source Financial Advisors LLC | 43,217 | $672.2 萬 | 1.73% | −51−0.1% | 減碼 |
| Security National Trust Co | 43,269 | $673.0 萬 | 1.50% | −1,070−2.4% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 46,803 | $673.8 萬 | 0.47% | +22,801+95.0% | 加碼 |
| Guyasuta Investment Advisors Inc | 43,345 | $674.2 萬 | 0.48% | −220−0.5% | 減碼 |
| BDO Wealth Advisors, LLC | 43,540 | $677.2 萬 | 0.75% | −1,014−2.3% | 減碼 |
| Bristlecone Advisors, LLC | 43,631 | $678.6 萬 | 0.92% | +932+2.2% | 加碼 |
| Smithbridge Asset Management Inc | 43,640 | $678.8 萬 | 2.21% | +630+1.5% | 加碼 |
| North Star Asset Management Inc | 43,639 | $678.8 萬 | 0.38% | +8,089+22.8% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 43,687 | $679.5 萬 | 1.60% | +705+1.6% | 加碼 |
| McRae Capital Management Inc | 43,877 | $682.5 萬 | 1.56% | +200+0.5% | 加碼 |
| Brave Asset Management Inc | 43,952 | $683.6 萬 | 2.01% | +985+2.3% | 加碼 |
| Pensionfund Sabic | 44,000 | $684.4 萬 | 1.46% | 00.0% | 不變 |
| Lake Street Financial LLC | 43,585 | $684.6 萬 | 1.74% | −638−1.4% | 減碼 |
| Argyle Capital Management Inc. | 44,162 | $686.9 萬 | 2.22% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 44,348 | $689.8 萬 | 1.45% | −2,971−6.3% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 44,485 | $691.9 萬 | 1.88% | +609+1.4% | 加碼 |
| Pittenger & Anderson Inc | 44,514 | $692.4 萬 | 0.35% | +690+1.6% | 加碼 |
| Selway Asset Management | 44,520 | $692.5 萬 | 3.71% | 00.0% | 不變 |
| DF Dent & Co Inc | 44,528 | $692.6 萬 | 0.07% | −4,768−9.7% | 減碼 |
| Clear Harbor Asset Management, LLC | 44,744 | $696.0 萬 | 0.85% | −907−2.0% | 減碼 |
| Beacon Financial Group | 46,631 | $698.1 萬 | 1.00% | +28+0.1% | 加碼 |
| Signaturefd, LLC | 44,922 | $698.7 萬 | 0.28% | +3,219+7.7% | 加碼 |
| Taal Capital Management LP | 45,000 | $699.9 萬 | 6.16% | 00.0% | 不變 |
| Unified Trust Company, N.A. | 45,069 | $701.0 萬 | 2.08% | +2,711+6.4% | 加碼 |
| Berkshire Bank | 45,112 | $701.7 萬 | 1.70% | −145−0.3% | 減碼 |
| Homrich & Berg | 45,130 | $702.0 萬 | 0.16% | +17,078+60.9% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 45,460 | $707.1 萬 | 0.65% | +845+1.9% | 加碼 |
| HGK Asset Management Inc | 45,540 | $708.3 萬 | 2.26% | −1,165−2.5% | 減碼 |
| Aviance Capital Partners, LLC | 45,584 | $709.0 萬 | 1.24% | +1,695+3.9% | 加碼 |
| Elk River Wealth Management, LLC | 45,608 | $709.4 萬 | 1.84% | +1,270+2.9% | 加碼 |
| Hendley & Co Inc | 45,615 | $709.5 萬 | 2.37% | −270−0.6% | 減碼 |
| Asset Planning Services Inc | 45,757 | $711.7 萬 | 4.11% | −350−0.8% | 減碼 |