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 |
|---|---|---|---|---|---|
| Oak Harvest Investment Services | 54,253 | $843.8 萬 | 2.78% | +1,438+2.7% | 加碼 |
| NorthCoast Asset Management LLC | 54,495 | $848.2 萬 | 0.30% | +11,398+26.4% | 加碼 |
| WoodTrust Financial Corp | 54,600 | $849.2 萬 | 2.24% | −23,993−30.5% | 減碼 |
| Perennial Advisors, LLC | 54,624 | $849.6 萬 | 2.47% | +1,150+2.2% | 加碼 |
| Allied Investment Advisors, LLC | 54,948 | $854.7 萬 | 3.22% | +774+1.4% | 加碼 |
| Hudson Bay Capital Management LP | 55,000 | $855.5 萬 | 0.11% | +55,000 | 新進 |
| Princeton Global Asset Management LLC | 55,115 | $857.3 萬 | 2.61% | −133−0.2% | 減碼 |
| Stolper Co | 55,139 | $857.6 萬 | 4.04% | +354+0.6% | 加碼 |
| Sumitomo Life Insurance Co | 55,169 | $858.1 萬 | 0.27% | −9,437−14.6% | 減碼 |
| Constitution Capital LLC | 55,218 | $858.9 萬 | 5.26% | −4,250−7.1% | 減碼 |
| Shelton Capital Management | 55,449 | $862.5 萬 | 0.33% | +5,890+11.9% | 加碼 |
| Pine Ridge Advisers LLC | 55,500 | $863.2 萬 | 2.90% | 00.0% | 不變 |
| Intersect Capital LLC | 55,571 | $864.4 萬 | 1.53% | +2,283+4.3% | 加碼 |
| Parkwood LLC | 55,686 | $866.1 萬 | 1.52% | −51,528−48.1% | 減碼 |
| Miramar Capital, LLC | 56,573 | $866.4 萬 | 3.50% | −308−0.5% | 減碼 |
| Xcel Wealth Management, LLC | 55,736 | $866.9 萬 | 2.62% | −59−0.1% | 減碼 |
| M&R Capital Management Inc | 55,827 | $868.3 萬 | 1.99% | +1,378+2.5% | 加碼 |
| Investidor Profissional Gestao de Recursos Ltda. | 55,936 | $870.0 萬 | 2.21% | +14,847+36.1% | 加碼 |
| Family Capital Trust Co | 56,046 | $871.7 萬 | 2.46% | −247−0.4% | 減碼 |
| Frontier Wealth Management LLC | 56,055 | $871.9 萬 | 0.61% | −417−0.7% | 減碼 |
| Carroll Financial Associates, Inc. | 56,140 | $873.2 萬 | 0.49% | −1,736−3.0% | 減碼 |
| Buckley Wealth Management, LLC | 56,694 | $881.8 萬 | 3.03% | −83−0.1% | 減碼 |
| Walter & Keenan Financial Consulting Co | 56,737 | $882.3 萬 | 3.04% | −1,700−2.9% | 減碼 |
| Sirios Capital Management L P | 56,768 | $883.0 萬 | 0.77% | −31,107−35.4% | 減碼 |
| Davis-Rea Ltd. | 56,845 | $884.2 萬 | 4.39% | +578+1.0% | 加碼 |
| Rench Wealth Management, Inc. | 56,920 | $885.3 萬 | 4.42% | −2,829−4.7% | 減碼 |
| Andesa Financial Management Inc. | 56,927 | $885.6 萬 | 2.67% | −767−1.3% | 減碼 |
| McGinn Investment Management, Inc. | 57,050 | $887.4 萬 | 6.35% | −640−1.1% | 減碼 |
| Bridgecreek Investment Management, LLC | 57,110 | $888.3 萬 | 1.29% | −5,825−9.3% | 減碼 |
| Terry L. Blaker | 57,123 | $888.5 萬 | 0.58% | −704−1.2% | 減碼 |
| Spearhead Capital Advisors, LLC | 57,201 | $889.7 萬 | 1.21% | +457+0.8% | 加碼 |
| Cutler Investment Counsel LLC | 57,372 | $892.4 萬 | 1.40% | −1,686−2.9% | 減碼 |
| United Fire Group Inc | 57,736 | $898.0 萬 | 4.58% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 57,738 | $898.1 萬 | 0.71% | +5,726+11.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 58,153 | $904.5 萬 | 0.52% | +11,392+24.4% | 加碼 |
| Tudor Investment Corp Et Al | 58,176 | $904.9 萬 | 0.18% | +40,051+221.0% | 加碼 |
| Core Alternative Capital | 58,255 | $906.1 萬 | 2.11% | +2,369+4.2% | 加碼 |
| Greenleaf Trust | 58,363 | $907.8 萬 | 0.11% | +1,762+3.1% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 58,442 | $909.0 萬 | 0.20% | +9,060+18.3% | 加碼 |
| Allegiant Private Advisors, LLC | 58,625 | $911.9 萬 | 1.48% | +424+0.7% | 加碼 |
| Gifford Fong Associates | 58,800 | $914.6 萬 | 1.78% | 00.0% | 不變 |
| Paradiem, LLC | 57,266 | $916.1 萬 | 2.84% | −3,962−6.5% | 減碼 |
| Woodstock Corp | 58,981 | $917.4 萬 | 1.08% | +235+0.4% | 加碼 |
| Independent Investors Inc | 59,049 | $918.4 萬 | 2.26% | −50−0.1% | 減碼 |
| Philadelphia Trust Co | 59,067 | $918.7 萬 | 0.63% | +400+0.7% | 加碼 |
| Bard Financial Services, Inc. | 59,090 | $919.1 萬 | 0.82% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 59,102 | $919.3 萬 | 2.04% | +616+1.1% | 加碼 |
| Princeton Portfolio Strategies Group LLC | 59,167 | $920.3 萬 | 1.78% | −9,435−13.8% | 減碼 |
| QV Investors Inc. | 59,190 | $920.6 萬 | 0.56% | −15,520−20.8% | 減碼 |
| Capula Management Ltd | 59,534 | $920.6 萬 | 1.68% | +37,375+168.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 59,549 | $920.7 萬 | 0.68% | +2,218+3.9% | 加碼 |
| Vantis Investment Advisers L.P. | 59,700 | $928.6 萬 | 11.66% | +59,700 | 新進 |
| Icon Wealth Partners, LLC | 59,777 | $929.8 萬 | 1.00% | +4,734+8.6% | 加碼 |
| Nwi Management LP | 60,000 | $933.2 萬 | 0.70% | 00.0% | 不變 |
| Bright Rock Capital Management, LLC | 60,000 | $933.2 萬 | 2.25% | 00.0% | 不變 |
| Camden National Bank | 60,012 | $933.4 萬 | 1.76% | −1,101−1.8% | 減碼 |
| Hartford Financial Management Inc. | 60,237 | $936.9 萬 | 2.33% | −1,139−1.9% | 減碼 |
| Boyar Asset Management Inc. | 60,253 | $937.2 萬 | 6.04% | −58−0.1% | 減碼 |
| Inlet Private Wealth, LLC | 60,268 | $937.4 萬 | 2.46% | +190.0% | 加碼 |
| Mengis Capital Management, Inc. | 60,342 | $938.5 萬 | 1.95% | −114−0.2% | 減碼 |
| Wells Trecaso Financial Group, LLC | 60,455 | $940.3 萬 | 4.52% | −81−0.1% | 減碼 |
| Bank of Hawaii | 60,471 | $940.5 萬 | 0.53% | −1,579−2.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 60,490 | $940.8 萬 | 0.34% | −21,852−26.5% | 減碼 |
| Iowa State Bank | 60,499 | $941.0 萬 | 2.64% | −249−0.4% | 減碼 |
| Sigma Investment Counselors Inc | 60,511 | $941.2 萬 | 0.71% | +222+0.4% | 加碼 |
| Greenwood Gearhart Inc | 60,520 | $941.3 萬 | 1.52% | +2,652+4.6% | 加碼 |
| Signature Estate & Investment Advisors LLC | 60,823 | $946.0 萬 | 0.42% | +2,285+3.9% | 加碼 |
| Apriem Advisors | 61,003 | $948.8 萬 | 1.42% | −1,512−2.4% | 減碼 |
| AMG National Trust Bank | 61,110 | $950.5 萬 | 0.31% | −1,130−1.8% | 減碼 |
| AlphaCrest Capital Management LLC | 61,143 | $951.0 萬 | 0.41% | +19,070+45.3% | 加碼 |
| Grimes & Company, Inc. | 61,302 | $953.5 萬 | 0.41% | +2,234+3.8% | 加碼 |
| Martingale Asset Management L P | 61,859 | $962.2 萬 | 0.11% | +59,390+2,405.4% | 加碼 |
| Graypoint LLC | 61,973 | $963.9 萬 | 1.28% | −383−0.6% | 減碼 |
| Chicago Capital, LLC | 62,111 | $966.1 萬 | 0.38% | +1,930+3.2% | 加碼 |
| Fred Alger Management, LLC | 62,174 | $967.1 萬 | 0.02% | −355,156−85.1% | 減碼 |
| Plimoth Trust Co LLC | 62,256 | $968.4 萬 | 2.72% | +1,465+2.4% | 加碼 |
| Valicenti Advisory Services Inc | 62,288 | $968.8 萬 | 2.68% | −1,698−2.7% | 減碼 |
| Taylor Wealth Management Partners | 62,298 | $969.0 萬 | 3.42% | −155−0.2% | 減碼 |
| CWM, LLC | 62,369 | $970.1 萬 | 0.08% | 00.0% | 不變 |
| Arrow Financial Corp | 62,629 | $974.1 萬 | 1.24% | −1,532−2.4% | 減碼 |
| JGP Wealth Management, LLC | 62,649 | $974.4 萬 | 2.10% | −4,512−6.7% | 減碼 |
| Hills Bank & Trust Co | 62,688 | $975.0 萬 | 1.48% | −364−0.6% | 減碼 |
| Legacy Private Trust Co. | 62,873 | $977.9 萬 | 0.82% | +374+0.6% | 加碼 |
| Fagan Associates, Inc. | 63,146 | $982.2 萬 | 2.10% | −397−0.6% | 減碼 |
| Buckingham Strategic Wealth, LLC | 63,164 | $982.5 萬 | 0.24% | +855+1.4% | 加碼 |
| Skylands Capital, LLC | 63,225 | $983.4 萬 | 1.16% | −1,150−1.8% | 減碼 |
| Wolverine Trading, LLC | 63,979 | $986.2 萬 | 0.27% | −140,592−68.7% | 減碼 |
| Pensionfund DSM Netherlands | 63,500 | $987.7 萬 | 1.27% | −4,000−5.9% | 減碼 |
| Perigon Wealth Management, LLC | 63,536 | $988.2 萬 | 0.88% | +2,857+4.7% | 加碼 |
| Gratus Capital LLC | 63,558 | $988.6 萬 | 1.10% | −36,003−36.2% | 減碼 |
| Boston Family Office LLC | 63,574 | $988.8 萬 | 0.71% | −85−0.1% | 減碼 |
| Segment Wealth Management, LLC | 63,632 | $989.7 萬 | 1.18% | +1,713+2.8% | 加碼 |
| LSV Asset Management | 63,760 | $991.7 萬 | 0.02% | −31,240−32.9% | 減碼 |
| Level Four Advisory Services, LLC | 63,774 | $991.9 萬 | 0.69% | +5,059+8.6% | 加碼 |
| Snowden Capital Advisors LLC | 63,843 | $993.0 萬 | 0.50% | +4,980+8.5% | 加碼 |
| Spinnaker Trust | 63,914 | $994.2 萬 | 0.69% | −1,375−2.1% | 減碼 |
| Telos Capital Management, Inc. | 63,960 | $994.8 萬 | 1.32% | −317−0.5% | 減碼 |
| Pettyjohn, Wood & White, Inc | 64,087 | $996.8 萬 | 2.23% | +258+0.4% | 加碼 |
| Aj Wealth Strategies, LLC | 64,144 | $997.7 萬 | 0.60% | −2,969−4.4% | 減碼 |
| We Are One Seven, LLC | 64,317 | $1,000 萬 | 1.40% | +7,288+12.8% | 加碼 |