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 |
|---|---|---|---|---|---|
| Bollard Group LLC | 129,974 | $2,022 萬 | 0.64% | +7,004+5.7% | 加碼 |
| Credit Agricole S A | 130,024 | $2,022 萬 | 0.67% | +321+0.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 130,021 | $2,022 萬 | 0.23% | +19,037+17.2% | 加碼 |
| Davidson Investment Advisors | 130,172 | $2,025 萬 | 1.62% | −3,133−2.4% | 減碼 |
| Atlantic Union Bankshares Corp | 130,325 | $2,027 萬 | 1.96% | −2,972−2.2% | 減碼 |
| Penserra Capital Management LLC | 130,543 | $2,030 萬 | 0.37% | +43,066+49.2% | 加碼 |
| Usca Ria LLC | 130,738 | $2,034 萬 | 1.23% | +5,047+4.0% | 加碼 |
| Jones Financial Companies LLLP | 131,174 | $2,040 萬 | 0.03% | −2,727−2.0% | 減碼 |
| Texas Yale Capital Corp. | 131,310 | $2,042 萬 | 1.17% | +415+0.3% | 加碼 |
| Albion Financial Group | 131,768 | $2,050 萬 | 1.78% | +131,768 | 新進 |
| Vancity Investment Management Ltd | 132,310 | $2,058 萬 | 2.88% | +11,653+9.7% | 加碼 |
| Norris Perne & French LLP | 133,509 | $2,077 萬 | 1.79% | +580+0.4% | 加碼 |
| Lockheed Martin Investment Management Co | 134,222 | $2,088 萬 | 1.09% | +54,460+68.3% | 加碼 |
| Edge Capital Group, LLC | 135,031 | $2,100 萬 | 1.68% | −23,030−14.6% | 減碼 |
| Cypress Capital Management LLC | 135,048 | $2,101 萬 | 2.77% | −3,836−2.8% | 減碼 |
| Vontobel Holding Ltd. | 136,493 | $2,104 萬 | 0.18% | −50,827−27.1% | 減碼 |
| Bank of the West | 136,395 | $2,122 萬 | 2.16% | +1,471+1.1% | 加碼 |
| Courant Investment Management LLC | 136,592 | $2,125 萬 | 17.84% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 137,431 | $2,138 萬 | 1.71% | +3,130+2.3% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 137,469 | $2,138 萬 | 0.37% | −868−0.6% | 減碼 |
| BLB&B Advisors, LLC | 137,473 | $2,138 萬 | 1.55% | +994+0.7% | 加碼 |
| First American Bank | 137,959 | $2,146 萬 | 1.25% | −13,545−8.9% | 減碼 |
| Narwhal Capital Management | 139,649 | $2,172 萬 | 2.75% | +692+0.5% | 加碼 |
| UBS Oconnor LLC | 140,000 | $2,178 萬 | 0.19% | +40,000+40.0% | 加碼 |
| Snow Capital Management LP | 140,423 | $2,184 萬 | 3.11% | −4,265−2.9% | 減碼 |
| Parsons Capital Management Inc | 141,074 | $2,194 萬 | 1.68% | −583−0.4% | 減碼 |
| Grand Jean Capital Management Inc | 141,384 | $2,199 萬 | 5.45% | −200.0% | 減碼 |
| Bailard, Inc. | 141,487 | $2,201 萬 | 0.76% | +94+0.1% | 加碼 |
| Reilly Financial Advisors, LLC | 141,794 | $2,206 萬 | 1.78% | +3,649+2.6% | 加碼 |
| Absher Wealth Management, LLC | 142,128 | $2,211 萬 | 3.92% | +5,170+3.8% | 加碼 |
| Patten & Patten Inc | 142,369 | $2,214 萬 | 1.69% | −2,504−1.7% | 減碼 |
| Capital Investment Advisors, LLC | 142,522 | $2,217 萬 | 0.76% | +6,601+4.9% | 加碼 |
| Ironvine Capital Partners, LLC | 142,683 | $2,219 萬 | 2.43% | −31,975−18.3% | 減碼 |
| Trust Co of Vermont | 143,254 | $2,228 萬 | 1.55% | +2,363+1.7% | 加碼 |
| Tdam USA Inc. | 148,511 | $2,254 萬 | 1.39% | −956−0.6% | 減碼 |
| Neville Rodie & Shaw Inc | 145,038 | $2,256 萬 | 1.74% | −859−0.6% | 減碼 |
| FDx Advisors, Inc. | 145,104 | $2,257 萬 | 0.75% | +7,673+5.6% | 加碼 |
| Resources Management Corp | 145,210 | $2,259 萬 | 3.17% | −1,363−0.9% | 減碼 |
| Noesis Capital Mangement Corp | 149,093 | $2,265 萬 | 4.63% | +1,981+1.3% | 加碼 |
| Private Asset Management Inc | 146,208 | $2,274 萬 | 3.03% | −1,524−1.0% | 減碼 |
| QS Investors, LLC | 146,796 | $2,283 萬 | 0.27% | +2,895+2.0% | 加碼 |
| Logan Capital Management Inc | 147,734 | $2,298 萬 | 1.07% | −1,526−1.0% | 減碼 |
| Blue Chip Partners, Inc. | 147,806 | $2,299 萬 | 3.28% | +1,535+1.0% | 加碼 |
| Atria Investments LLC | 148,131 | $2,304 萬 | 0.44% | +8,584+6.2% | 加碼 |
| Manitou Investment Management Ltd. | 148,319 | $2,307 萬 | 4.04% | −3,290−2.2% | 減碼 |
| Rockland Trust Co | 148,397 | $2,308 萬 | 1.60% | −670−0.4% | 減碼 |
| Cullinan Associates Inc | 148,677 | $2,313 萬 | 1.30% | +32,404+27.9% | 加碼 |
| Wesleyan Assurance Society | 150,207 | $2,335 萬 | 2.93% | 00.0% | 不變 |
| Willis Investment Counsel | 151,123 | $2,351 萬 | 1.39% | −3,080−2.0% | 減碼 |
| Foster Dykema Cabot & Co Inc | 152,006 | $2,364 萬 | 2.95% | +1,007+0.7% | 加碼 |
| Aristotle Atlantic Partners, LLC | 153,366 | $2,386 萬 | 1.57% | +3,855+2.6% | 加碼 |
| Cresset Asset Management, LLC | 153,999 | $2,395 萬 | 0.34% | +1,424+0.9% | 加碼 |
| Venator Management LLC | 155,037 | $2,411 萬 | 6.54% | +270.0% | 加碼 |
| Lido Advisors, LLC | 155,104 | $2,413 萬 | 0.59% | +7,726+5.2% | 加碼 |
| Azimuth Capital Management LLC | 155,687 | $2,422 萬 | 1.05% | −2,665−1.7% | 減碼 |
| HighPoint Advisor Group LLC | 157,198 | $2,445 萬 | 2.46% | +28,519+22.2% | 加碼 |
| Carlson Capital L P | 157,333 | $2,447 萬 | 1.18% | +157,333 | 新進 |
| Wharton Business Group, LLC | 157,821 | $2,455 萬 | 1.92% | +4,034+2.6% | 加碼 |
| South State Corp. | 157,873 | $2,456 萬 | 2.12% | +1,281+0.8% | 加碼 |
| James Investment Research Inc | 159,072 | $2,474 萬 | 2.12% | −350−0.2% | 減碼 |
| Weitz Investment Management, Inc.大師韋茲投資管理 | 160,000 | $2,489 萬 | 1.05% | −22,500−12.3% | 減碼 |
| Villere St Denis J & Co LLC | 160,023 | $2,489 萬 | 1.33% | +2,570+1.6% | 加碼 |
| Marco Investment Management LLC | 160,532 | $2,497 萬 | 2.90% | +3,664+2.3% | 加碼 |
| Kingsview Wealth Management, LLC | 159,263 | $2,502 萬 | 1.24% | +13,958+9.6% | 加碼 |
| Tocqueville Asset Management L.P. | 161,394 | $2,510 萬 | 0.36% | −2,693−1.6% | 減碼 |
| Appleton Partners Inc | 161,734 | $2,516 萬 | 2.14% | −395−0.2% | 減碼 |
| Brewin Dolphin Ltd | 162,476 | $2,527 萬 | 1.14% | +3,834+2.4% | 加碼 |
| KCM Investment Advisors LLC | 162,592 | $2,529 萬 | 1.02% | +7,890+5.1% | 加碼 |
| Northeast Financial Consultants Inc | 162,693 | $2,531 萬 | 1.70% | +2,453+1.5% | 加碼 |
| Beach Investment Counsel Inc | 162,748 | $2,531 萬 | 2.27% | −40,733−20.0% | 減碼 |
| Advisory Research Inc | 162,879 | $2,533 萬 | 1.67% | −48,638−23.0% | 減碼 |
| Wilsey Asset Management Inc | 162,993 | $2,535 萬 | 6.76% | +4,663+2.9% | 加碼 |
| Independent Advisor Alliance | 163,775 | $2,547 萬 | 1.40% | −2,812−1.7% | 減碼 |
| Maple Capital Management, Inc. | 159,621 | $2,554 萬 | 3.08% | +9,925+6.6% | 加碼 |
| Doyle Wealth Management | 164,691 | $2,562 萬 | 2.13% | +674+0.4% | 加碼 |
| Destination Wealth Management | 165,441 | $2,573 萬 | 0.99% | −3,102−1.8% | 減碼 |
| Carret Asset Management, LLC | 165,576 | $2,575 萬 | 3.01% | −1,018−0.6% | 減碼 |
| Howe & Rusling Inc | 165,588 | $2,576 萬 | 3.25% | +4,632+2.9% | 加碼 |
| Abner Herrman & Brock LLC | 165,696 | $2,577 萬 | 3.60% | −3,841−2.3% | 減碼 |
| BTR Capital Management Inc | 166,281 | $2,586 萬 | 3.23% | +1,695+1.0% | 加碼 |
| Thomasville National Bank | 167,074 | $2,599 萬 | 2.75% | +69,689+71.6% | 加碼 |
| Community Trust & Investment Co | 167,473 | $2,605 萬 | 2.38% | −1,310−0.8% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 168,206 | $2,616 萬 | 5.01% | −6,874−3.9% | 減碼 |
| Rothschild Investment Corp | 168,380 | $2,619 萬 | 2.08% | +694+0.4% | 加碼 |
| Cetera Advisors LLC | 169,980 | $2,644 萬 | 0.63% | +5,472+3.3% | 加碼 |
| JS Capital Management LLC | 170,000 | $2,644 萬 | 1.28% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 170,059 | $2,645 萬 | 1.54% | −240−0.1% | 減碼 |
| Ieq Capital, LLC | 171,017 | $2,660 萬 | 0.78% | +16,985+11.0% | 加碼 |
| Wade G W & Inc | 172,080 | $2,677 萬 | 1.29% | +1,324+0.8% | 加碼 |
| Arvest Bank Trust Division | 172,562 | $2,684 萬 | 1.48% | −5,654−3.2% | 減碼 |
| Hyman Charles D | 173,224 | $2,694 萬 | 1.88% | −1,535−0.9% | 減碼 |
| Congress Asset Management Co | 173,712 | $2,702 萬 | 0.23% | +3,102+1.8% | 加碼 |
| McDonald Capital Investors Inc | 173,942 | $2,706 萬 | 2.03% | −3,423−1.9% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 174,003 | $2,706 萬 | 2.04% | −547−0.3% | 減碼 |
| Cardinal Capital Management, Inc. | 174,010 | $2,707 萬 | 1.46% | +1,787+1.0% | 加碼 |
| Lowe Brockenbrough & Co Inc | 174,050 | $2,707 萬 | 2.44% | +1,776+1.0% | 加碼 |
| Capital Growth Management LP | 175,000 | $2,722 萬 | 2.46% | −63,000−26.5% | 減碼 |
| Randolph Co Inc | 175,599 | $2,731 萬 | 3.55% | +174+0.1% | 加碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 175,990 | $2,737 萬 | 2.01% | +6,043+3.6% | 加碼 |
| Pacer Advisors, Inc. | 176,193 | $2,741 萬 | 0.39% | −1,789−1.0% | 減碼 |