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 5,157 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| Financial Advisory Group | 2,097 | $32.6 萬 | 0.08% | +490+30.5% | 加碼 |
| Joseph P. Lucia & Associates, LLC | 2,097 | $32.6 萬 | 0.19% | +866+70.3% | 加碼 |
| First National Corp | 3,486 | $32.8 萬 | 0.11% | +77+2.3% | 加碼 |
| Campbell Wealth Management | 2,106 | $32.8 萬 | 0.04% | +2,106 | 新進 |
| Walkner Condon Financial Advisors LLC | 2,144 | $33.1 萬 | 0.12% | +70+3.4% | 加碼 |
| Exeter Financial, LLC | 2,122 | $33.1 萬 | 0.19% | +94+4.6% | 加碼 |
| Hilltop Wealth Advisors, LLC | 2,136 | $33.2 萬 | 0.23% | 00.0% | 不變 |
| Asset Management Group, Inc. | 2,135 | $33.2 萬 | 0.07% | +13+0.6% | 加碼 |
| Better Money Decisions, LLC | 2,141 | $33.3 萬 | 0.30% | +11+0.5% | 加碼 |
| AlphaMark Advisors, LLC | 2,140 | $33.3 萬 | 0.12% | +20+0.9% | 加碼 |
| East Coast Asset Management, LLC. | 2,141 | $33.3 萬 | 0.08% | +217+11.3% | 加碼 |
| HFR Wealth Management, LLC | 2,148 | $33.4 萬 | 0.10% | +2,148 | 新進 |
| SP Asset Management | 2,211 | $33.5 萬 | 0.04% | 00.0% | 不變 |
| Meridian Wealth Partners, LLC | 2,154 | $33.5 萬 | 0.08% | +34+1.6% | 加碼 |
| Wealth Quarterback LLC | 2,153 | $33.5 萬 | 0.20% | +2,153 | 新進 |
| Brouwer & Janachowski, LLC | 2,182 | $33.9 萬 | 0.06% | −57−2.5% | 減碼 |
| IronBridge Private Wealth, LLC | 2,183 | $34.0 萬 | 0.21% | +10+0.5% | 加碼 |
| Act Wealth Management, LLC | 2,190 | $34.1 萬 | 0.21% | −50−2.2% | 減碼 |
| Cadent Capital Advisors, LLC | 2,202 | $34.2 萬 | 0.14% | +105+5.0% | 加碼 |
| 20/20 Capital Management, Inc. | 2,209 | $34.4 萬 | 0.09% | +312+16.4% | 加碼 |
| Fca Corp | 2,216 | $34.5 萬 | 0.10% | −1,880−45.9% | 減碼 |
| Oxinas Partners Wealth Management LLC | 2,223 | $34.6 萬 | 0.20% | −74−3.2% | 減碼 |
| Deltec Asset Management LLC | 2,225 | $34.6 萬 | 0.05% | 00.0% | 不變 |
| ICW Investment Advisors LLC | 2,233 | $34.7 萬 | 0.23% | +10.0% | 加碼 |
| QVR LLC | 2,233 | $34.7 萬 | 0.88% | +2,233 | 新進 |
| Websterrogers Financial Advisors, LLC | 2,365 | $34.8 萬 | 0.08% | +12+0.5% | 加碼 |
| Sovereign Financial Group, Inc. | 2,288 | $34.8 萬 | 0.21% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 2,240 | $34.8 萬 | 0.04% | +593+36.0% | 加碼 |
| Rice Hall James & Associates, LLC | 2,249 | $35.0 萬 | 0.01% | 00.0% | 不變 |
| S.E.E.D. Planning Group LLC | 2,248 | $35.0 萬 | 0.17% | +245+12.2% | 加碼 |
| Wills Financial Group, Inc. | 2,261 | $35.1 萬 | 0.15% | +35+1.6% | 加碼 |
| Jacobs & Co | 2,281 | $35.4 萬 | 0.04% | 00.0% | 不變 |
| Summit Wealth & Retirement Planning, Inc. | 2,301 | $35.8 萬 | 0.13% | −49−2.1% | 減碼 |
| Bond & Devick Financial Network, Inc. | 2,303 | $35.8 萬 | 0.30% | 00.0% | 不變 |
| 1776 Wealth LLC | 2,303 | $35.8 萬 | 0.20% | +35+1.5% | 加碼 |
| Capital Financial Planning, LLC | 2,307 | $35.9 萬 | 0.14% | −593−20.4% | 減碼 |
| Jeereddi Investments, LP | 2,313 | $36.0 萬 | 0.30% | −987−29.9% | 減碼 |
| Garner Asset Management Corp | 2,318 | $36.1 萬 | 0.17% | 00.0% | 不變 |
| PYA Waltman Capital, LLC | 2,337 | $36.3 萬 | 0.19% | +164+7.5% | 加碼 |
| F3Logic, LLC | 2,331 | $36.3 萬 | 0.04% | +333+16.7% | 加碼 |
| Isthmus Partners, LLC | 2,339 | $36.4 萬 | 0.06% | −100−4.1% | 減碼 |
| Atticus Wealth Management, LLC | 2,355 | $36.6 萬 | 0.16% | +384+19.5% | 加碼 |
| Madison Wealth Management | 2,357 | $36.7 萬 | 0.08% | −4,545−65.9% | 減碼 |
| Ade, LLC | 2,382 | $37.0 萬 | 0.34% | −7−0.3% | 減碼 |
| Northern Capital Management, Inc. | 2,386 | $37.1 萬 | 0.32% | +10+0.4% | 加碼 |
| Private Capital Management LLC | 2,387 | $37.1 萬 | 0.17% | +265+12.5% | 加碼 |
| AIMZ Investment Advisors, LLC | 2,389 | $37.2 萬 | 0.17% | −13−0.5% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 2,403 | $37.2 萬 | 0.08% | +165+7.4% | 加碼 |
| Arnhold LLC | 2,412 | $37.5 萬 | 0.04% | 00.0% | 不變 |
| J. L. Bainbridge & Co., Inc. | 2,421 | $37.7 萬 | 0.05% | 00.0% | 不變 |
| Lehman & Derafelo Financial Resources LLC | 2,421 | $37.7 萬 | 0.10% | +56+2.4% | 加碼 |
| Wealth Advisors of Iowa, LLC | 2,421 | $37.7 萬 | 0.20% | +101+4.4% | 加碼 |
| Accuvest Global Advisors | 2,432 | $37.8 萬 | 0.19% | −286−10.5% | 減碼 |
| Paragon Capital Management LLC | 2,438 | $37.9 萬 | 0.19% | −546−18.3% | 減碼 |
| One Wealth Advisors, LLC | 2,436 | $37.9 萬 | 0.12% | +311+14.6% | 加碼 |
| WSFS Capital Management, LLC | 2,441 | $38.0 萬 | 0.17% | +150+6.5% | 加碼 |
| Wealth Advisors, Inc. | 2,511 | $38.1 萬 | 0.14% | −64−2.5% | 減碼 |
| Vista Capital Partners, Inc. | 2,467 | $38.4 萬 | 0.06% | +121+5.2% | 加碼 |
| Gould Asset Management LLC | 2,466 | $38.4 萬 | 0.11% | +400+19.4% | 加碼 |
| Hoover Financial Advisors, Inc. | 2,471 | $38.4 萬 | 0.07% | +708+40.2% | 加碼 |
| AGF Investments LLC | 2,466 | $38.4 萬 | 0.04% | +666+37.0% | 加碼 |
| Truepoint, Inc. | 2,474 | $38.5 萬 | 0.02% | −158−6.0% | 減碼 |
| Encompass Wealth Advisors, LLC | 2,480 | $38.5 萬 | 0.09% | 00.0% | 不變 |
| Capital Wealth Alliance, LLC | 2,627 | $38.6 萬 | 0.25% | +3+0.1% | 加碼 |
| Covey Capital Advisors, LLC | – | $38.9 萬 | 0.29% | – | – |
| Curtis Advisory Group, LLC | 2,500 | $38.9 萬 | 0.17% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 2,508 | $39.0 萬 | 0.17% | +4+0.2% | 加碼 |
| Lathrop Investment Management Corp | 2,505 | $39.0 萬 | 0.08% | +56+2.3% | 加碼 |
| Manchester Financial Inc | 2,509 | $39.0 萬 | 0.15% | +183+7.9% | 加碼 |
| Sequent Asset Management, LLC | 2,520 | $39.2 萬 | 0.22% | +10.0% | 加碼 |
| Hapanowicz & Associates Financial Services, Inc | 2,520 | $39.2 萬 | 0.17% | 00.0% | 不變 |
| Humankind Investments LLC | 2,529 | $39.3 萬 | 0.19% | +678+36.6% | 加碼 |
| US Financial Advisors, LLC | 2,533 | $39.4 萬 | 0.19% | 00.0% | 不變 |
| TSFG, LLC | 2,536 | $39.5 萬 | 0.16% | +122+5.1% | 加碼 |
| Okabena Investment Services Inc | 2,546 | $39.6 萬 | 0.19% | −5,656−69.0% | 減碼 |
| Security National Bank of So Dak | 2,544 | $39.6 萬 | 0.30% | −872−25.5% | 減碼 |
| Capital Advisors Wealth Management, LLC | 2,566 | $39.9 萬 | 0.15% | +212+9.0% | 加碼 |
| Affinia Financial Group, LLC | 2,645 | $40.1 萬 | 0.24% | −85−3.1% | 減碼 |
| Bridgeworth, LLC | 2,576 | $40.1 萬 | 0.11% | −51−1.9% | 減碼 |
| Karn, Couzens & Associates, Inc. | 2,586 | $40.2 萬 | 0.31% | 00.0% | 不變 |
| Oxbow Advisors, LLC | 2,582 | $40.2 萬 | 0.04% | +39+1.5% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,587 | $40.2 萬 | 0.08% | +100+4.0% | 加碼 |
| Community Financial Services Group, LLC | 2,583 | $40.2 萬 | 0.11% | +340+15.2% | 加碼 |
| Aprio Wealth Management, LLC | 2,589 | $40.3 萬 | 0.19% | +2,589 | 新進 |
| Clare Market Investments LLC | 2,595 | $40.3 萬 | 0.13% | −2,386−47.9% | 減碼 |
| Pensionmark Financial Group, LLC | 2,600 | $40.4 萬 | 0.09% | +17+0.7% | 加碼 |
| Altus Wealth Management, LLC | 2,605 | $40.5 萬 | 0.26% | +6+0.2% | 加碼 |
| Snider Financial Group | 2,666 | $40.5 萬 | 0.19% | +2,666 | 新進 |
| Advisory Alpha, LLC | 2,617 | $40.7 萬 | 0.03% | +214+8.9% | 加碼 |
| Praetorian Wealth Management, Inc. | 2,628 | $40.8 萬 | 0.14% | −300−10.2% | 減碼 |
| Pure Financial Advisors, Inc. | 2,622 | $40.8 萬 | 0.03% | −74−2.7% | 減碼 |
| Diligent Investors, LLC | 2,641 | $41.1 萬 | 0.14% | +181+7.4% | 加碼 |
| Monument Capital Management | 2,655 | $41.3 萬 | 0.14% | +2,655 | 新進 |
| Laurion Capital Management LP | 2,669 | $41.5 萬 | 0.01% | −381,760−99.3% | 減碼 |
| Vanguard Capital Wealth Advisors | 2,672 | $41.5 萬 | 0.31% | +4+0.1% | 加碼 |
| Ellevest, Inc. | 2,677 | $41.6 萬 | 0.04% | −2,502−48.3% | 減碼 |
| Pennsylvania Capital Management Inc | 2,683 | $41.8 萬 | 0.21% | −310−10.4% | 減碼 |
| Koss-Olinger Consulting, LLC | 2,702 | $42.0 萬 | 0.06% | −625−18.8% | 減碼 |
| Horst & Graben Wealth Management LLC | 2,706 | $42.1 萬 | 0.12% | +105+4.0% | 加碼 |
| Marotta Asset Management | 2,685 | $42.2 萬 | 0.10% | +231+9.4% | 加碼 |