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 |
|---|---|---|---|---|---|
| Cypress Capital Group | 80,806 | $1,257 萬 | 1.70% | +596+0.7% | 加碼 |
| Thompson Investment Management, Inc. | 80,978 | $1,260 萬 | 1.82% | −1,015−1.2% | 減碼 |
| Winslow Asset Management Inc | 81,328 | $1,265 萬 | 2.36% | −110−0.1% | 減碼 |
| Haverford Financial Services, Inc. | 81,632 | $1,270 萬 | 3.10% | −84−0.1% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 82,000 | $1,275 萬 | 1.70% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 82,770 | $1,287 萬 | 0.92% | +3,003+3.8% | 加碼 |
| Cape Cod Five Cents Savings Bank | 82,859 | $1,289 萬 | 1.33% | −1,603−1.9% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 83,150 | $1,293 萬 | 2.29% | 00.0% | 不變 |
| Hudson Valley Investment Advisors Inc | 83,165 | $1,294 萬 | 2.25% | −3,721−4.3% | 減碼 |
| Transform Wealth, LLC | 83,201 | $1,294 萬 | 1.58% | +29,083+53.7% | 加碼 |
| Charter Trust Co | 83,515 | $1,299 萬 | 1.21% | −1,357−1.6% | 減碼 |
| Allstate Corp | 83,581 | $1,300 萬 | 0.44% | −4,846−5.5% | 減碼 |
| Hantz Financial Services, Inc. | 83,612 | $1,301 萬 | 0.48% | +18,289+28.0% | 加碼 |
| Lyell Wealth Management, LP | 83,770 | $1,303 萬 | 1.61% | +3,385+4.2% | 加碼 |
| Peak Asset Management, LLC | 84,008 | $1,307 萬 | 3.25% | −3,637−4.1% | 減碼 |
| American Portfolios Advisors | 84,205 | $1,310 萬 | 0.51% | +5,326+6.8% | 加碼 |
| Hoylecohen, LLC | 84,326 | $1,312 萬 | 1.24% | +779+0.9% | 加碼 |
| Nicola Wealth Management Ltd. | 84,500 | $1,314 萬 | 1.35% | +10,000+13.4% | 加碼 |
| Rice Partnership, LLC | 84,647 | $1,317 萬 | 4.15% | +165+0.2% | 加碼 |
| IBM Retirement Fund | 84,811 | $1,319 萬 | 1.03% | −18,290−17.7% | 減碼 |
| Simmons Bank | 84,829 | $1,319 萬 | 0.95% | +793+0.9% | 加碼 |
| Earnest Partners LLC | 84,845 | $1,320 萬 | 0.08% | −3,977−4.5% | 減碼 |
| Ledyard National Bank | 85,068 | $1,323 萬 | 1.35% | −127−0.1% | 減碼 |
| TT International Asset Management LTD | 85,081 | $1,323 萬 | 0.61% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 85,127 | $1,324 萬 | 0.60% | +11,319+15.3% | 加碼 |
| Advisory Services Network, LLC | 85,473 | $1,330 萬 | 0.42% | +6,661+8.5% | 加碼 |
| Leavell Investment Management, Inc. | 87,388 | $1,330 萬 | 1.08% | 00.0% | 不變 |
| Oakwood Capital Management LLC | 85,809 | $1,335 萬 | 3.44% | −3,198−3.6% | 減碼 |
| Adviser Investments LLC | 85,854 | $1,335 萬 | 1.00% | +1,559+1.8% | 加碼 |
| Geneos Wealth Management Inc. | 85,747 | $1,338 萬 | 0.52% | −24,551−22.3% | 減碼 |
| Diversified Trust Co | 86,279 | $1,342 萬 | 0.48% | −1,137−1.3% | 減碼 |
| Hilton Capital Management, LLC | 86,312 | $1,343 萬 | 1.42% | −65,299−43.1% | 減碼 |
| Biondo Investment Advisors, LLC | 86,408 | $1,344 萬 | 2.31% | +1,476+1.7% | 加碼 |
| Socorro Asset Management LP | 86,499 | $1,345 萬 | 4.38% | +22,065+34.2% | 加碼 |
| Bragg Financial Advisors, Inc | 86,657 | $1,348 萬 | 0.86% | +1,305+1.5% | 加碼 |
| Fort Pitt Capital Group, LLC | 86,688 | $1,348 萬 | 0.55% | +9,666+12.5% | 加碼 |
| Courier Capital LLC | 87,264 | $1,357 萬 | 1.29% | −1,073−1.2% | 減碼 |
| Edge Wealth Management LLC | 87,418 | $1,357 萬 | 2.76% | +95+0.1% | 加碼 |
| Sand Hill Global Advisors, LLC | 87,426 | $1,360 萬 | 0.83% | +3,134+3.7% | 加碼 |
| New England Asset Management Inc | 87,522 | $1,361 萬 | 0.25% | +1,950+2.3% | 加碼 |
| Meeder Asset Management Inc | 87,694 | $1,364 萬 | 0.64% | −31,808−26.6% | 減碼 |
| ExodusPoint Capital Management, LP | 87,700 | $1,364 萬 | 0.21% | +31,997+57.4% | 加碼 |
| Circle Wealth Management, LLC | 87,825 | $1,366 萬 | 1.96% | +1,673+1.9% | 加碼 |
| Gemsstock Limited | 87,900 | $1,367 萬 | 4.31% | −58,500−40.0% | 減碼 |
| First American Trust, FSB | 87,987 | $1,369 萬 | 2.15% | −3,376−3.7% | 減碼 |
| Brown Brothers Harriman & Co | 88,103 | $1,370 萬 | 0.08% | +3,663+4.3% | 加碼 |
| CWA Asset Management Group, LLC | 87,337 | $1,372 萬 | 1.11% | +7,356+9.2% | 加碼 |
| Private Trust Co NA | 88,713 | $1,380 萬 | 2.09% | +7,337+9.0% | 加碼 |
| Alexandria Capital, LLC | 88,876 | $1,382 萬 | 1.28% | +973+1.1% | 加碼 |
| Calamos Wealth Management LLC | 89,018 | $1,385 萬 | 1.08% | −3,847−4.1% | 減碼 |
| Trust Co of Virginia | 90,197 | $1,390 萬 | 1.52% | −2,227−2.4% | 減碼 |
| Cannell Peter B & Co Inc | 89,566 | $1,393 萬 | 0.42% | −5,860−6.1% | 減碼 |
| Cincinnati Financial Corp | 90,000 | $1,400 萬 | 0.34% | 00.0% | 不變 |
| TruWealth Advisors, LLC | 90,066 | $1,401 萬 | 1.64% | +4,212+4.9% | 加碼 |
| First Citizens Bank & Trust Co | 90,237 | $1,404 萬 | 0.67% | −2,808−3.0% | 減碼 |
| Connors Investor Services Inc | 90,348 | $1,405 萬 | 1.46% | +445+0.5% | 加碼 |
| Prospector Partners LLC | 90,650 | $1,410 萬 | 1.78% | +1,100+1.2% | 加碼 |
| Richard Bernstein Advisors LLC | 90,728 | $1,411 萬 | 0.29% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 90,761 | $1,412 萬 | 1.88% | −1,810−2.0% | 減碼 |
| Dowling & Yahnke LLC | 90,761 | $1,412 萬 | 0.81% | −401−0.4% | 減碼 |
| World Asset Management Inc | 91,132 | $1,418 萬 | 1.29% | −4,970−5.2% | 減碼 |
| Rossmore Private Capital | 91,462 | $1,423 萬 | 2.43% | +180+0.2% | 加碼 |
| Freestone Capital Holdings, LLC | 91,754 | $1,427 萬 | 0.72% | +357+0.4% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 92,132 | $1,433 萬 | 0.56% | +3,655+4.1% | 加碼 |
| Telemus Capital, LLC | 92,194 | $1,434 萬 | 1.03% | −3,764−3.9% | 減碼 |
| TD Private Client Wealth LLC | 92,260 | $1,435 萬 | 0.61% | −1,223−1.3% | 減碼 |
| CCM Investment Advisers LLC | 92,309 | $1,436 萬 | 1.84% | −661−0.7% | 減碼 |
| Prospera Financial Services Inc | 92,525 | $1,440 萬 | 0.72% | +3,322+3.7% | 加碼 |
| Wedbush Securities Inc | 92,915 | $1,445 萬 | 0.68% | +16,855+22.2% | 加碼 |
| Cincinnati Casualty Co | 93,000 | $1,447 萬 | 8.60% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $1,447 萬 | 5.90% | 00.0% | 不變 |
| Regent Investment Management LLC | 93,226 | $1,450 萬 | 3.40% | −1,465−1.5% | 減碼 |
| Washington Trust Bank | 93,459 | $1,454 萬 | 1.72% | −728−0.8% | 減碼 |
| Kornitzer Capital Management Inc | 93,624 | $1,456 萬 | 0.22% | +49,510+112.2% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 93,698 | $1,457 萬 | 1.69% | +1,009+1.1% | 加碼 |
| Choate Investment Advisors | 93,886 | $1,460 萬 | 0.89% | −3,489−3.6% | 減碼 |
| Addenda Capital Inc. | 94,169 | $1,465 萬 | 0.69% | +12,576+15.4% | 加碼 |
| Equitable Holdings, Inc. | 94,382 | $1,468 萬 | 0.25% | +4,988+5.6% | 加碼 |
| BBVA USA | 94,394 | $1,468 萬 | 0.82% | +94,394 | 新進 |
| Cigna Investments Inc | 94,559 | $1,471 萬 | 1.05% | −15,267−13.9% | 減碼 |
| Sequoia Financial Advisors, LLC | 94,620 | $1,472 萬 | 0.54% | +11,428+13.7% | 加碼 |
| Westchester Capital Management, Inc. | 95,027 | $1,478 萬 | 4.15% | +4,509+5.0% | 加碼 |
| Valeo Financial Advisors, LLC | 120,173 | $1,490 萬 | 0.92% | −723−0.6% | 減碼 |
| Citizens Business Bank | 96,167 | $1,496 萬 | 1.97% | −1,704−1.7% | 減碼 |
| Cohen Klingenstein LLC | 96,179 | $1,496 萬 | 0.64% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 96,855 | $1,507 萬 | 2.23% | +1,985+2.1% | 加碼 |
| Fiduciary Group LLC | 99,666 | $1,507 萬 | 1.74% | +1,112+1.1% | 加碼 |
| Waratah Capital Advisors Ltd. | 97,379 | $1,515 萬 | 0.86% | −25,998−21.1% | 減碼 |
| BTC Capital Management, Inc. | 97,515 | $1,519 萬 | 1.73% | −2,280−2.3% | 減碼 |
| EFG Asset Management (Americas) Corp. | 97,638 | $1,521 萬 | 2.83% | +2,242+2.4% | 加碼 |
| National Asset Management, Inc. | 98,662 | $1,534 萬 | 0.50% | −2,830−2.8% | 減碼 |
| Wallington Asset Management, LLC | 99,577 | $1,549 萬 | 2.66% | +2,796+2.9% | 加碼 |
| First Financial Bank - Trust Division | 99,584 | $1,549 萬 | 1.69% | −1,629−1.6% | 減碼 |
| Exane Asset Management | 99,673 | $1,550 萬 | 3.52% | +99,673 | 新進 |
| Guardian Point Capital, LP | 100,000 | $1,555 萬 | 3.53% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 100,076 | $1,557 萬 | 1.48% | +22,015+28.2% | 加碼 |
| Kings Point Capital Management | 100,087 | $1,557 萬 | 1.42% | −71−0.1% | 減碼 |
| Corient Capital Partners, LLC | 100,918 | $1,570 萬 | 1.15% | +4,231+4.4% | 加碼 |
| Evergreen Capital Management LLC | 101,215 | $1,574 萬 | 0.75% | +3,324+3.4% | 加碼 |
| Murphy Capital Management Inc | 101,262 | $1,575 萬 | 1.80% | +1,621+1.6% | 加碼 |