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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 102,076 | $1,588 萬 | 0.71% | −3,290−3.1% | 減碼 |
| Cohen Capital Management, Inc. | 102,117 | $1,588 萬 | 2.71% | 00.0% | 不變 |
| W.G. Shaheen & Associates DBA Whitney & Co | 102,200 | $1,590 萬 | 2.54% | +1,385+1.4% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 102,249 | $1,590 萬 | 0.76% | −4,567−4.3% | 減碼 |
| KMG Fiduciary Partners, LLC | 102,805 | $1,599 萬 | 2.82% | +984+1.0% | 加碼 |
| EULAV Asset Management | 103,000 | $1,602 萬 | 0.42% | −5,000−4.6% | 減碼 |
| Community Bank of Raymore | 103,115 | $1,604 萬 | 5.11% | 00.0% | 不變 |
| Novare Capital Management LLC | 103,365 | $1,608 萬 | 1.80% | −488−0.5% | 減碼 |
| Churchill Management Corp | 103,763 | $1,614 萬 | 0.24% | +14,589+16.4% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 104,100 | $1,619 萬 | 1.51% | +996+1.0% | 加碼 |
| Alpine Woods Capital Investors, LLC | 104,232 | $1,621 萬 | 1.68% | −3,155−2.9% | 減碼 |
| Colonial Trust Advisors | 104,366 | $1,623 萬 | 1.98% | −614−0.6% | 減碼 |
| United Bank | 104,533 | $1,626 萬 | 2.19% | −14,432−12.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 104,606 | $1,627 萬 | 0.99% | +2,749+2.7% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 104,984 | $1,633 萬 | 0.84% | +101,311+2,758.3% | 加碼 |
| Montag A & Associates Inc | 105,020 | $1,634 萬 | 0.87% | −8,646−7.6% | 減碼 |
| Rothschild Capital Partners, LLC | 105,478 | $1,641 萬 | 5.25% | −3,125−2.9% | 減碼 |
| JCIC Asset Management Inc. | 85,610 | $1,651 萬 | 4.25% | −120−0.1% | 減碼 |
| Canandaigua National Corp | 106,213 | $1,652 萬 | 2.68% | −3,548−3.2% | 減碼 |
| Amica Mutual Insurance Co | 106,543 | $1,657 萬 | 1.75% | −26,725−20.1% | 減碼 |
| Anderson Hoagland & Co | 106,846 | $1,662 萬 | 2.11% | +1,539+1.5% | 加碼 |
| Freemont Management S.A. | 107,000 | $1,664 萬 | 2.39% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 107,029 | $1,665 萬 | 2.12% | +4,615+4.5% | 加碼 |
| Adell Harriman & Carpenter Inc | 107,510 | $1,672 萬 | 1.76% | −180−0.2% | 減碼 |
| Avantax Advisory Services, Inc. | 107,836 | $1,678 萬 | 0.30% | +17,177+18.9% | 加碼 |
| Culbertson A N & Co Inc | 108,063 | $1,681 萬 | 3.50% | +525+0.5% | 加碼 |
| Kdi Capital Partners LLC | 108,531 | $1,688 萬 | 5.56% | +9,916+10.1% | 加碼 |
| PEAK6 Investments LLC | 108,724 | $1,691 萬 | 0.45% | +65,997+154.5% | 加碼 |
| NBT Bank N A | 109,439 | $1,702 萬 | 2.34% | −3,156−2.8% | 減碼 |
| Dearborn Partners LLC | 109,621 | $1,705 萬 | 0.69% | +964+0.9% | 加碼 |
| Beacon Pointe Advisors, LLC | 109,703 | $1,706 萬 | 0.60% | +64,850+144.6% | 加碼 |
| Maryland Capital Management | 109,733 | $1,707 萬 | 1.03% | +9,273+9.2% | 加碼 |
| Matthew 25 Management Corp | 110,000 | $1,711 萬 | 4.68% | 00.0% | 不變 |
| First Long Island Investors, LLC | 110,058 | $1,712 萬 | 1.47% | −3,439−3.0% | 減碼 |
| Grassi Investment Management | 110,146 | $1,713 萬 | 1.86% | +202+0.2% | 加碼 |
| Illinois Municipal Retirement Fund | 110,267 | $1,715 萬 | 0.70% | +31,544+40.1% | 加碼 |
| Pictet North America Advisors SA | 110,358 | $1,717 萬 | 1.77% | +1,595+1.5% | 加碼 |
| Guardian Capital Advisors LP | 111,148 | $1,734 萬 | 1.78% | +500.0% | 加碼 |
| Drexel Morgan & Co. | 111,606 | $1,736 萬 | 5.12% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 111,994 | $1,742 萬 | 0.45% | −269,829−70.7% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 112,141 | $1,744 萬 | 3.71% | +230+0.2% | 加碼 |
| Cutler Group LP | 112,327 | $1,747 萬 | 1.30% | +54,196+93.2% | 加碼 |
| Twin Capital Management Inc | 112,585 | $1,751 萬 | 1.61% | −1,270−1.1% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 112,591 | $1,751 萬 | 2.34% | −4,647−4.0% | 減碼 |
| MainStreet Investment Advisors LLC | 113,219 | $1,761 萬 | 1.50% | −223−0.2% | 減碼 |
| Greenwood Capital Associates LLC | 114,106 | $1,775 萬 | 2.68% | −7,143−5.9% | 減碼 |
| Torray LLC | 114,308 | $1,778 萬 | 2.61% | −74−0.1% | 減碼 |
| Gluskin Sheff & Assoc Inc | 114,557 | $1,782 萬 | 0.82% | −471−0.4% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 114,674 | $1,784 萬 | 1.38% | −5,336−4.4% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 114,735 | $1,785 萬 | 2.95% | +2,252+2.0% | 加碼 |
| Webster Bank, N. A. | 114,793 | $1,786 萬 | 1.95% | −718−0.6% | 減碼 |
| Alerus Financial NA | 116,079 | $1,806 萬 | 1.82% | +5,954+5.4% | 加碼 |
| Stonebridge Capital Advisors LLC | 116,493 | $1,812 萬 | 2.19% | +250.0% | 加碼 |
| Endurance Wealth Management, Inc. | 116,581 | $1,813 萬 | 2.01% | −321−0.3% | 減碼 |
| Bourgeon Capital Management LLC | 116,603 | $1,814 萬 | 3.90% | +1,842+1.6% | 加碼 |
| Osher Van de Voorde Investment Management | 116,837 | $1,817 萬 | 4.45% | +607+0.5% | 加碼 |
| Overbrook Management Corp | 117,440 | $1,827 萬 | 3.82% | −139−0.1% | 減碼 |
| Alley Co LLC | 117,510 | $1,828 萬 | 3.32% | +1,725+1.5% | 加碼 |
| Motco | 118,026 | $1,836 萬 | 1.20% | +2,456+2.1% | 加碼 |
| Cabot Wealth Management Inc | 118,159 | $1,838 萬 | 2.45% | −1,266−1.1% | 減碼 |
| Linscomb & Williams, Inc. | 118,220 | $1,839 萬 | 0.94% | +2,314+2.0% | 加碼 |
| CSM Advisors, LLC | 118,460 | $1,842 萬 | 1.24% | −10,840−8.4% | 減碼 |
| Regentatlantic Capital LLC | 118,835 | $1,848 萬 | 0.57% | +8,374+7.6% | 加碼 |
| Birch Hill Investment Advisors LLC | 119,275 | $1,855 萬 | 1.00% | −575−0.5% | 減碼 |
| Norinchukin Bank, The | 119,356 | $1,857 萬 | 0.27% | +3,404+2.9% | 加碼 |
| Ashburton (Jersey) Ltd | 119,904 | $1,865 萬 | 7.85% | +7,848+7.0% | 加碼 |
| Northwest & Ethical Investments L.P. | 120,101 | $1,868 萬 | 0.61% | −24,984−17.2% | 減碼 |
| Rempart Asset Management Inc. | 120,243 | $1,870 萬 | 3.87% | +1,675+1.4% | 加碼 |
| Financial Partners Capital Management LLC | 120,773 | $1,879 萬 | 3.45% | −360−0.3% | 減碼 |
| Rbo & Co LLC | 120,849 | $1,880 萬 | 3.28% | −3,458−2.8% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 120,947 | $1,881 萬 | 0.97% | +7,503+6.6% | 加碼 |
| Osborne Partners Capital Management, LLC | 121,739 | $1,894 萬 | 1.56% | +975+0.8% | 加碼 |
| Itau Unibanco Holding S.A. | 122,053 | $1,898 萬 | 0.94% | +122,053 | 新進 |
| Moors & Cabot, Inc. | 122,064 | $1,899 萬 | 1.33% | +656+0.5% | 加碼 |
| Squarepoint Ops LLC | 122,271 | $1,902 萬 | 0.14% | −246,998−66.9% | 減碼 |
| Capital International Sarl | 122,389 | $1,904 萬 | 1.64% | −4,233−3.3% | 減碼 |
| Kemnay Advisory Services Inc. | 122,500 | $1,905 萬 | 2.26% | 00.0% | 不變 |
| Dakota Wealth Management | 122,739 | $1,909 萬 | 2.29% | +10,831+9.7% | 加碼 |
| Callahan Advisors, LLC | 123,142 | $1,915 萬 | 2.43% | −484−0.4% | 減碼 |
| Bluefin Capital Management, LLC | 123,170 | $1,916 萬 | 1.33% | +97,443+378.8% | 加碼 |
| Forbes J M & Co LLP | 123,732 | $1,925 萬 | 2.43% | +2,239+1.8% | 加碼 |
| First Horizon Advisors, Inc. | 123,765 | $1,925 萬 | 1.04% | +959+0.8% | 加碼 |
| Thompson Siegel & Walmsley LLC | 123,858 | $1,927 萬 | 0.26% | −615−0.5% | 減碼 |
| Alberta Investment Management Corp | 124,033 | $1,929 萬 | 0.16% | +20,971+20.3% | 加碼 |
| McKinley Capital Management LLC /Delaware | 124,360 | $1,934 萬 | 1.35% | −9,370−7.0% | 減碼 |
| River & Mercantile Asset Management LLP | 124,436 | $1,935 萬 | 1.25% | −11,353−8.4% | 減碼 |
| Clear Street Markets LLC | 124,581 | $1,938 萬 | 4.12% | +75,881+155.8% | 加碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 124,615 | $1,938 萬 | 1.42% | +124,615 | 新進 |
| Hi-Line Capital Management, LLC | 124,932 | $1,943 萬 | 7.39% | +1,363+1.1% | 加碼 |
| Focus Financial Network, Inc. | 125,026 | $1,945 萬 | 2.59% | +397+0.3% | 加碼 |
| Tufton Capital Management | 126,469 | $1,967 萬 | 3.23% | −4,245−3.2% | 減碼 |
| Sigma Planning Corp | 127,042 | $1,976 萬 | 0.59% | +1,859+1.5% | 加碼 |
| Verity & Verity, LLC | 127,223 | $1,979 萬 | 3.13% | −335−0.3% | 減碼 |
| Banque Pictet & Cie SA | 127,326 | $1,980 萬 | 0.22% | −7,822−5.8% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 127,792 | $1,988 萬 | 1.48% | −371−0.3% | 減碼 |
| Middleton & Co Inc | 127,870 | $1,989 萬 | 2.16% | −7,556−5.6% | 減碼 |
| Advisor Partners LLC | 128,559 | $1,999 萬 | 1.31% | +1,014+0.8% | 加碼 |
| Stillwater Capital Advisors, LLC | 128,706 | $2,002 萬 | 3.31% | −3,931−3.0% | 減碼 |
| Kanawha Capital Management LLC | 129,062 | $2,007 萬 | 1.84% | +1,152+0.9% | 加碼 |
| Farmers & Merchants Investments Inc | 129,508 | $2,014 萬 | 0.90% | +246+0.2% | 加碼 |