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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 45,761 | $711.9 萬 | 0.68% | −3,431−7.0% | 減碼 |
| American National Bank | 45,853 | $713.2 萬 | 1.53% | +100+0.2% | 加碼 |
| RBF Capital, LLC | 46,000 | $715.5 萬 | 0.40% | −1,700−3.6% | 減碼 |
| La Financiere de L'Echiquier | 46,000 | $715.5 萬 | 0.27% | +6,000+15.0% | 加碼 |
| Wintrust Investments LLC | 46,039 | $716.1 萬 | 0.74% | +2,166+4.9% | 加碼 |
| Martin Capital Partners, LLC | 46,109 | $717.2 萬 | 3.64% | +424+0.9% | 加碼 |
| RPG Investment Advisory, LLC | 46,251 | $719.4 萬 | 1.17% | +1,741+3.9% | 加碼 |
| Pallas Capital Advisors LLC | 47,671 | $721.0 萬 | 1.01% | +6,556+15.9% | 加碼 |
| Hallmark Capital Management Inc | 46,625 | $725.2 萬 | 0.61% | +1,194+2.6% | 加碼 |
| Bridge Creek Capital Management LLC | 46,737 | $727.0 萬 | 2.74% | −965−2.0% | 減碼 |
| Northstar Investment Advisors LLC | 47,926 | $727.4 萬 | 0.96% | +3,950+9.0% | 加碼 |
| EagleClaw Capital Managment, LLC | 46,906 | $729.6 萬 | 1.89% | +1,385+3.0% | 加碼 |
| Redwood Investments, LLC | 46,950 | $730.3 萬 | 0.59% | +23,745+102.3% | 加碼 |
| Harbour Capital Advisors, LLC | 47,083 | $732.3 萬 | 1.97% | +79+0.2% | 加碼 |
| M Holdings Securities, Inc. | 47,144 | $733.3 萬 | 0.72% | −3,724−7.3% | 減碼 |
| KG&L Capital Management,LLC | 47,143 | $733.3 萬 | 3.35% | +2,578+5.8% | 加碼 |
| One Capital Management, LLC | 47,155 | $733.4 萬 | 0.65% | +3,081+7.0% | 加碼 |
| Wisconsin Capital Management LLC | 47,260 | $735.1 萬 | 2.88% | +21,975+86.9% | 加碼 |
| HighTower Trust Services, LTA | 47,274 | $735.3 萬 | 0.90% | −107−0.2% | 減碼 |
| Arjuna Capital | 47,432 | $737.8 萬 | 3.19% | +781+1.7% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 47,462 | $738.2 萬 | 0.92% | +5,572+13.3% | 加碼 |
| Citizens National Bank Trust Department | 47,520 | $739.1 萬 | 2.11% | −1,230−2.5% | 減碼 |
| Integrated Wealth Concepts LLC | 47,525 | $739.2 萬 | 0.26% | +4,731+11.1% | 加碼 |
| Gotham Asset Management, LLC | 47,659 | $741.3 萬 | 0.31% | +13,427+39.2% | 加碼 |
| Ipswich Investment Management Co., Inc. | 47,791 | $743.3 萬 | 1.90% | +2,206+4.8% | 加碼 |
| Mount Yale Investment Advisors, LLC | 47,853 | $744.3 萬 | 0.90% | +39,891+501.0% | 加碼 |
| Avitas Wealth Management LLC | 47,907 | $745.1 萬 | 1.33% | +949+2.0% | 加碼 |
| Frisch Financial Group, Inc. | 48,028 | $747.0 萬 | 2.35% | −1,547−3.1% | 減碼 |
| Parallel Advisors, LLC | 48,208 | $749.8 萬 | 0.32% | +2,128+4.6% | 加碼 |
| Altavista Wealth Management, Inc. | 48,351 | $752.1 萬 | 1.64% | +834+1.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 48,430 | $753.3 萬 | 0.40% | +5,988+14.1% | 加碼 |
| Davy Global Fund Management Ltd | 48,509 | $754.5 萬 | 1.15% | −448−0.9% | 減碼 |
| Nelson Capital Management, LLC | 48,539 | $755.0 萬 | 1.53% | +237+0.5% | 加碼 |
| Q Capital Solutions | 48,625 | $756.3 萬 | 5.69% | −22,375−31.5% | 減碼 |
| Stokes Family Office, LLC | 48,626 | $756.3 萬 | 1.07% | +427+0.9% | 加碼 |
| MKP Capital Management, L.L.C. | 48,900 | $760.6 萬 | 0.91% | +48,900 | 新進 |
| K.J. Harrison & Partners Inc | 48,965 | $762.3 萬 | 1.09% | −5,849−10.7% | 減碼 |
| Wittenberg Investment Management, Inc. | 49,142 | $764.4 萬 | 3.08% | +326+0.7% | 加碼 |
| Granite Investment Partners, LLC | 49,254 | $766.1 萬 | 0.24% | −931−1.9% | 減碼 |
| Roundview Capital LLC | 49,307 | $766.9 萬 | 0.86% | +1,101+2.3% | 加碼 |
| Cumberland Advisors Inc | 49,455 | $769.2 萬 | 1.80% | +8,105+19.6% | 加碼 |
| WealthPLAN Partners, LLC | 47,737 | $769.3 萬 | 0.54% | −639−1.3% | 減碼 |
| Stamos Capital Partners, L.P. | 49,540 | $770.5 萬 | 4.06% | −13,160−21.0% | 減碼 |
| Nixon Peabody Trust Co | 49,587 | $771.3 萬 | 2.97% | −2,010−3.9% | 減碼 |
| Ballast Advisors LLC | 49,668 | $772.5 萬 | 3.27% | −195−0.4% | 減碼 |
| Landsberg, Bennett, & Dubbaneh LLC | 50,137 | $772.8 萬 | 1.00% | +325+0.7% | 加碼 |
| Adalta Capital Management LLC | 49,695 | $773.0 萬 | 4.21% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 49,814 | $774.4 萬 | 1.14% | +49,814 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 49,838 | $775.2 萬 | 0.08% | +3,354+7.2% | 加碼 |
| Arden Trust Co | 49,897 | $776.1 萬 | 1.27% | −100.0% | 減碼 |
| Sargent Bickham Lagudis LLC | 49,924 | $776.5 萬 | 0.63% | +57+0.1% | 加碼 |
| Coldstream Capital Management Inc | 49,938 | $776.7 萬 | 0.31% | +2,087+4.4% | 加碼 |
| Hamel Associates, Inc. | 49,963 | $777.1 萬 | 2.96% | −542−1.1% | 減碼 |
| Bizma Investimentos Ltda | 50,000 | $777.7 萬 | 4.05% | 00.0% | 不變 |
| JBF Capital, Inc. | 50,000 | $777.7 萬 | 1.81% | 00.0% | 不變 |
| Parthenon LLC | 50,023 | $778.1 萬 | 1.17% | +456+0.9% | 加碼 |
| Mirador Capital Partners LP | 50,139 | $779.9 萬 | 1.76% | +1,540+3.2% | 加碼 |
| QVT Financial LP | 50,262 | $781.8 萬 | 0.53% | 00.0% | 不變 |
| McDonald Partners LLC | 50,659 | $787.9 萬 | 1.86% | −1,143−2.2% | 減碼 |
| Boyer & Corporon Wealth Management, LLC | 50,749 | $789.3 萬 | 2.33% | +50,749 | 新進 |
| Lynch & Associates | 50,840 | $790.8 萬 | 2.03% | +2,609+5.4% | 加碼 |
| Naples Global Advisors, LLC | 50,935 | $792.2 萬 | 1.10% | +1,038+2.1% | 加碼 |
| Green Square Capital Advisors LLC | 51,024 | $793.6 萬 | 2.17% | −7,443−12.7% | 減碼 |
| Garland Capital Management Inc | 51,115 | $795.0 萬 | 5.60% | −600−1.2% | 減碼 |
| Cardan Capital Partners, LLC | 51,173 | $795.9 萬 | 0.89% | −1,004−1.9% | 減碼 |
| Cardinal Capital Management | 51,180 | $796.1 萬 | 1.68% | −20.0% | 減碼 |
| Investment Management of Virginia LLC | 51,429 | $799.9 萬 | 1.54% | −225−0.4% | 減碼 |
| Permanens Capital L.P. | 51,432 | $800.0 萬 | 1.44% | +3,637+7.6% | 加碼 |
| Capstone Financial Advisors, Inc. | 51,458 | $800.4 萬 | 0.63% | +876+1.7% | 加碼 |
| Eudaimonia Partners, LLC | 51,858 | $806.6 萬 | 1.51% | +4,084+8.5% | 加碼 |
| Pacific Global Investment Management CO | 51,862 | $806.7 萬 | 1.60% | +384+0.7% | 加碼 |
| Harbor Investment Advisory, LLC | 51,981 | $808.5 萬 | 1.10% | +1,840+3.7% | 加碼 |
| Meiji Yasuda Life Insurance Co | 52,001 | $808.8 萬 | 0.15% | −156−0.3% | 減碼 |
| Savant Capital, LLC | 51,998 | $808.8 萬 | 0.33% | +13,801+36.1% | 加碼 |
| Ascent Wealth Partners, LLC | 52,147 | $811.0 萬 | 1.55% | −346−0.7% | 減碼 |
| Windward Capital Management Co | 52,189 | $811.7 萬 | 0.75% | −126−0.2% | 減碼 |
| AGF Investments America Inc. | 52,215 | $812.2 萬 | 1.92% | +1,110+2.2% | 加碼 |
| Duality Advisers, LP | 52,352 | $814.3 萬 | 0.72% | +52,352 | 新進 |
| Mutual Advisors, LLC | 52,510 | $816.7 萬 | 0.49% | +4,772+10.0% | 加碼 |
| Blueshift Asset Management, LLC | 52,638 | $818.7 萬 | 0.45% | −23,800−31.1% | 減碼 |
| Sara-Bay Financial | 52,746 | $819.0 萬 | 3.15% | −89−0.2% | 減碼 |
| Altium Wealth Management LLC | 52,659 | $819.1 萬 | 0.60% | −3,068−5.5% | 減碼 |
| Baldwin Investment Management, LLC | 52,682 | $819.4 萬 | 1.39% | −501−0.9% | 減碼 |
| Waldron Private Wealth LLC | 52,716 | $819.9 萬 | 0.52% | +20,849+65.4% | 加碼 |
| Schulhoff & Co Inc | 52,913 | $823.0 萬 | 3.64% | +570+1.1% | 加碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 53,076 | $825.5 萬 | 3.36% | +39,066+278.8% | 加碼 |
| Fulcrum Capital LLC | 53,100 | $825.9 萬 | 2.07% | +1,976+3.9% | 加碼 |
| River Wealth Advisors LLC | 53,207 | $827.6 萬 | 1.45% | +170.0% | 加碼 |
| First Hawaiian Bank | 53,327 | $829.5 萬 | 0.34% | −5,524−9.4% | 減碼 |
| Wright Investors Service Inc | 53,456 | $831.5 萬 | 2.26% | +4,095+8.3% | 加碼 |
| Fort Sheridan Advisors LLC | 53,504 | $832.2 萬 | 2.78% | +7,537+16.4% | 加碼 |
| Woodmont Investment Counsel LLC | 53,637 | $834.3 萬 | 1.31% | +81+0.2% | 加碼 |
| Royal Fund Management, LLC | 53,812 | $837.0 萬 | 1.39% | −2,501−4.4% | 減碼 |
| Cadence Bank NA | 53,937 | $838.9 萬 | 2.51% | +142+0.3% | 加碼 |
| Providence Capital Advisors, LLC | 53,933 | $838.9 萬 | 2.74% | +2,803+5.5% | 加碼 |
| Viking Fund Management LLC | 54,000 | $839.9 萬 | 2.40% | +1,000+1.9% | 加碼 |
| Wealth Advisory Solutions, LLC | 54,032 | $840.4 萬 | 1.99% | −34,092−38.7% | 減碼 |
| Duncker Streett & Co Inc | 54,100 | $841.5 萬 | 1.55% | −3,704−6.4% | 減碼 |
| BOK Financial Private Wealth, Inc. | 54,132 | $842.0 萬 | 0.69% | +2,401+4.6% | 加碼 |
| Bray Capital Advisors | 54,212 | $843.2 萬 | 2.16% | +100.0% | 加碼 |