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 |
|---|---|---|---|---|---|
| Brown Advisory Securities, LLC | 64,340 | $1,001 萬 | 1.57% | −592−0.9% | 減碼 |
| NewEdge Wealth, LLC | 64,493 | $1,003 萬 | 0.77% | +5,129+8.6% | 加碼 |
| Old Second National Bank of Aurora | 64,582 | $1,005 萬 | 2.76% | −1,499−2.3% | 減碼 |
| Hoey Investments, Inc | 64,581 | $1,005 萬 | 3.07% | +10,122+18.6% | 加碼 |
| First Midwest Bank Trust Division | 64,878 | $1,009 萬 | 1.36% | −2,043−3.1% | 減碼 |
| Ami Investment Management Inc | 64,953 | $1,010 萬 | 4.10% | −521−0.8% | 減碼 |
| Stockman Wealth Management, Inc. | 65,094 | $1,013 萬 | 2.42% | +1,793+2.8% | 加碼 |
| Schnieders Capital Management LLC | 65,095 | $1,013 萬 | 2.76% | +6,058+10.3% | 加碼 |
| Pioneer Trust Bank N A | 65,492 | $1,019 萬 | 2.89% | −9,285−12.4% | 減碼 |
| SFE Investment Counsel | 65,583 | $1,020 萬 | 2.81% | −3,218−4.7% | 減碼 |
| Bremer Bank National Association | 65,742 | $1,023 萬 | 2.19% | −280−0.4% | 減碼 |
| Buffington Mohr McNeal | 66,583 | $1,036 萬 | 2.03% | +823+1.3% | 加碼 |
| Vestcor Inc | 66,696 | $1,037 萬 | 0.35% | +9,848+17.3% | 加碼 |
| Bel Air Investment Advisors LLC | 66,763 | $1,038 萬 | 0.32% | +1,067+1.6% | 加碼 |
| Barbara Oil Co. | 67,000 | $1,042 萬 | 4.81% | 00.0% | 不變 |
| GAM Holding AG | 67,350 | $1,048 萬 | 0.46% | −625−0.9% | 減碼 |
| Sompo Asset Management Co., Ltd. | 67,350 | $1,048 萬 | 2.14% | +2,290+3.5% | 加碼 |
| Loews Corp | 67,500 | $1,050 萬 | 0.09% | −27,500−28.9% | 減碼 |
| Strategic Global Advisors, LLC | 67,748 | $1,054 萬 | 1.91% | −4,288−6.0% | 減碼 |
| Edgestream Partners, L.P. | 67,838 | $1,055 萬 | 0.62% | +56,492+497.9% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 68,009 | $1,058 萬 | 1.70% | +35+0.1% | 加碼 |
| BP PLC | 68,065 | $1,058 萬 | 0.45% | −28,803−29.7% | 減碼 |
| GHP Investment Advisors, Inc. | 68,936 | $1,072 萬 | 0.86% | +2,285+3.4% | 加碼 |
| Griffin Asset Management, Inc. | 69,151 | $1,076 萬 | 1.30% | +2,958+4.5% | 加碼 |
| Heritage Trust Co | 69,433 | $1,080 萬 | 1.54% | +2,163+3.2% | 加碼 |
| Visionary Wealth Advisors | 69,597 | $1,083 萬 | 1.09% | +2,715+4.1% | 加碼 |
| ARS Wealth Advisors, LLC | 69,710 | $1,084 萬 | 1.95% | +2,579+3.8% | 加碼 |
| Picton Mahoney Asset Management | 69,990 | $1,089 萬 | 0.39% | −47,122−40.2% | 減碼 |
| Icon Advisers Inc | 69,995 | $1,089 萬 | 1.78% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 69,993 | $1,089 萬 | 1.28% | +293+0.4% | 加碼 |
| Harvey Capital Management Inc | 70,017 | $1,089 萬 | 3.59% | −140−0.2% | 減碼 |
| Caldwell Trust Co | 70,151 | $1,091 萬 | 1.43% | +971+1.4% | 加碼 |
| Autus Asset Management, LLC | 70,180 | $1,092 萬 | 1.19% | −392−0.6% | 減碼 |
| Two Sigma Investments, LP | 70,294 | $1,093 萬 | 0.03% | +57,853+465.0% | 加碼 |
| Fairfield, Bush & Co. | 70,527 | $1,097 萬 | 2.98% | −4,532−6.0% | 減碼 |
| Hennessy Advisors Inc | 70,600 | $1,098 萬 | 0.61% | −1,750−2.4% | 減碼 |
| Miracle Mile Advisors, LLC | 70,601 | $1,098 萬 | 0.58% | +568+0.8% | 加碼 |
| Fullerton Fund Management Co Ltd. | 70,623 | $1,099 萬 | 0.75% | −56,188−44.3% | 減碼 |
| Boenning & Scattergood, Inc. | 70,693 | $1,100 萬 | 1.91% | −182−0.3% | 減碼 |
| First Horizon Corp | 70,952 | $1,104 萬 | 0.99% | −3,751−5.0% | 減碼 |
| Intact Investment Management Inc. | 71,100 | $1,105 萬 | 0.31% | −4,000−5.3% | 減碼 |
| Ar Asset Management Inc | 71,231 | $1,108 萬 | 3.10% | 00.0% | 不變 |
| Whitener Capital Management, Inc. | 71,485 | $1,112 萬 | 4.43% | +796+1.1% | 加碼 |
| Wetherby Asset Management Inc | 71,524 | $1,113 萬 | 0.68% | +6,679+10.3% | 加碼 |
| King Wealth | 71,557 | $1,113 萬 | 2.28% | +1,419+2.0% | 加碼 |
| Park Avenue Securities LLC | 71,556 | $1,113 萬 | 0.24% | +3,799+5.6% | 加碼 |
| Great Lakes Advisors, LLC | 71,634 | $1,114 萬 | 0.17% | +1,133+1.6% | 加碼 |
| Moreno Evelyn V | 71,981 | $1,120 萬 | 2.63% | −5,920−7.6% | 減碼 |
| Resource Management, LLC | 72,044 | $1,121 萬 | 1.28% | +320+0.4% | 加碼 |
| Buckingham Capital Management, Inc. | 72,290 | $1,124 萬 | 1.82% | −2,439−3.3% | 減碼 |
| Hoertkorn Richard Charles | 72,341 | $1,125 萬 | 5.04% | −469−0.6% | 減碼 |
| Everence Capital Management Inc | 72,405 | $1,126 萬 | 0.93% | +2,480+3.5% | 加碼 |
| Foster & Motley Inc | 72,833 | $1,133 萬 | 0.95% | −2,529−3.4% | 減碼 |
| WealthBridge Investment Counsel Inc. | 72,980 | $1,135 萬 | 5.02% | −955−1.3% | 減碼 |
| Chicago Partners Investment Group LLC | 75,048 | $1,138 萬 | 0.85% | −959−1.3% | 減碼 |
| Trust Co of Toledo NA | 73,262 | $1,140 萬 | 1.92% | −883−1.2% | 減碼 |
| Eagle Ridge Investment Management | 73,317 | $1,140 萬 | 1.32% | −1,356−1.8% | 減碼 |
| Farmers Trust Co | 73,352 | $1,141 萬 | 2.53% | +3,894+5.6% | 加碼 |
| Northern Oak Wealth Management Inc | 73,466 | $1,143 萬 | 1.38% | −942−1.3% | 減碼 |
| TownSquare Capital, LLC | 74,564 | $1,144 萬 | 0.37% | +4,341+6.2% | 加碼 |
| Brookstone Capital Management | 73,504 | $1,144 萬 | 0.21% | +36,585+99.1% | 加碼 |
| Wellington Shields Capital Management, LLC | 73,623 | $1,145 萬 | 1.38% | +2,586+3.6% | 加碼 |
| Harbour Investments, Inc. | 73,746 | $1,147 萬 | 0.37% | +10,255+16.2% | 加碼 |
| Siemens Fonds Invest GmbH | 74,035 | $1,152 萬 | 1.37% | −4,089−5.2% | 減碼 |
| Girard Partners Ltd. | 74,101 | $1,153 萬 | 1.48% | −1,676−2.2% | 減碼 |
| Vantage Investment Partners, LLC | 74,247 | $1,155 萬 | 0.55% | −61,887−45.5% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 74,426 | $1,158 萬 | 0.59% | −4,505−5.7% | 減碼 |
| Pettee Investors, Inc. | 74,492 | $1,159 萬 | 5.45% | −960−1.3% | 減碼 |
| Marshall Wace, LLP | 74,513 | $1,159 萬 | 0.06% | +773+1.0% | 加碼 |
| Punch & Associates Investment Management, Inc. | 74,913 | $1,165 萬 | 0.66% | −81−0.1% | 減碼 |
| Ropes Wealth Advisors LLC | 74,976 | $1,166 萬 | 1.84% | −864−1.1% | 減碼 |
| MSD Partners, L.P. | 75,000 | $1,167 萬 | 0.38% | 00.0% | 不變 |
| IFP Advisors, Inc | 74,975 | $1,168 萬 | 0.24% | +12,520+20.0% | 加碼 |
| Cypress Asset Management Inc | 75,398 | $1,173 萬 | 3.01% | +520+0.7% | 加碼 |
| Close Asset Management Ltd | 75,429 | $1,173 萬 | 0.56% | +1,502+2.0% | 加碼 |
| German American Bancorp, Inc. | 75,459 | $1,174 萬 | 1.85% | +3,577+5.0% | 加碼 |
| Sonora Investment Management, LLC | 75,962 | $1,182 萬 | 1.54% | +3,859+5.4% | 加碼 |
| De Burlo Group Inc | 76,200 | $1,185 萬 | 1.89% | −55,000−41.9% | 減碼 |
| Pendal Group Limited | 77,219 | $1,201 萬 | 0.11% | +51,158+196.3% | 加碼 |
| Mark Stevens | 77,403 | $1,204 萬 | 1.34% | −2,131−2.7% | 減碼 |
| Compton Capital Management Inc | 77,469 | $1,205 萬 | 3.55% | −310−0.4% | 減碼 |
| Lincoln National Corp | 77,528 | $1,206 萬 | 0.26% | +7,894+11.3% | 加碼 |
| Community Bank, N.A. | 77,723 | $1,209 萬 | 1.43% | −2,999−3.7% | 減碼 |
| Ycg, LLC | 77,768 | $1,210 萬 | 1.20% | −10,959−12.4% | 減碼 |
| Redpoint Investment Management Pty Ltd | 77,778 | $1,210 萬 | 0.99% | −1,285−1.6% | 減碼 |
| Integrated Advisors Network LLC | 77,782 | $1,210 萬 | 0.89% | +709+0.9% | 加碼 |
| Private Advisory Group LLC | 78,000 | $1,213 萬 | 3.07% | +13,524+21.0% | 加碼 |
| Steel Peak Wealth Management LLC | 78,048 | $1,214 萬 | 0.88% | −8,592−9.9% | 減碼 |
| Strategy Asset Managers LLC | 78,061 | $1,214 萬 | 2.57% | +434+0.6% | 加碼 |
| Means Investment Co., Inc. | 78,300 | $1,218 萬 | 2.44% | +2,758+3.7% | 加碼 |
| Verdence Capital Advisors LLC | 78,361 | $1,219 萬 | 1.69% | +19,117+32.3% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 78,788 | $1,226 萬 | 1.30% | −7,355−8.5% | 減碼 |
| Sowell Financial Services LLC | 78,809 | $1,226 萬 | 0.81% | −41,072−34.3% | 減碼 |
| Burns J W & Co Inc | 79,250 | $1,233 萬 | 1.94% | +410+0.5% | 加碼 |
| D L Carlson Investment Group Inc | 79,652 | $1,239 萬 | 2.15% | −2,810−3.4% | 減碼 |
| 1st Source Bank | 79,966 | $1,244 萬 | 0.78% | +125+0.2% | 加碼 |
| General American Investors Co Inc | 80,000 | $1,244 萬 | 1.04% | 00.0% | 不變 |
| Gendell Jeffrey L | 80,000 | $1,244 萬 | 1.11% | +30,000+60.0% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 80,465 | $1,252 萬 | 1.42% | −484−0.6% | 減碼 |
| Security Asset Management | 80,515 | $1,252 萬 | 4.93% | −5,658−6.6% | 減碼 |