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 |
|---|---|---|---|---|---|
| Tatro Capital, LLC | 3,331 | $51.8 萬 | 0.35% | −1,290−27.9% | 減碼 |
| Corbett Road Capital Management, LLC | 3,347 | $52.1 萬 | 0.92% | −566−14.5% | 減碼 |
| Bickling Financial Services, Inc. | 3,356 | $52.2 萬 | 0.24% | +202+6.4% | 加碼 |
| Oldfather Financial Services, LLC | 3,287 | $52.3 萬 | 0.29% | −2,014−38.0% | 減碼 |
| Cascade Investment Advisors, Inc. | 3,373 | $52.5 萬 | 0.33% | −124−3.5% | 減碼 |
| Mascoma Wealth Management LLC | 3,387 | $52.7 萬 | 0.23% | +259+8.3% | 加碼 |
| HITE Hedge Asset Management LLC | 3,392 | $52.8 萬 | 0.07% | 00.0% | 不變 |
| Summit Wealth Group, LLC | 3,429 | $53.3 萬 | 0.79% | +25+0.7% | 加碼 |
| Amussen Hunsaker Associates LLC | 3,430 | $53.3 萬 | 0.15% | +297+9.5% | 加碼 |
| FFT Wealth Management LLC | 3,445 | $53.6 萬 | 0.12% | +3,445 | 新進 |
| BFT Financial Group, LLC | 3,471 | $54.0 萬 | 0.11% | +203+6.2% | 加碼 |
| Fox Run Management, L.L.C. | 3,489 | $54.3 萬 | 0.49% | −2,124−37.8% | 減碼 |
| Dimension Capital Management LLC | 3,489 | $54.3 萬 | 0.12% | −74−2.1% | 減碼 |
| Point72 Hong Kong Ltd | 3,496 | $54.4 萬 | 0.04% | −3,226−48.0% | 減碼 |
| Cooper/Haims Advisors, LLC | 3,501 | $54.5 萬 | 0.36% | +1,070+44.0% | 加碼 |
| Silver Lake Advisory, LLC | 3,572 | $54.6 萬 | 0.26% | −40−1.1% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 3,520 | $54.7 萬 | 0.19% | −73−2.0% | 減碼 |
| Financial Strategies Group, Inc. | 3,516 | $54.7 萬 | 0.25% | +786+28.8% | 加碼 |
| Miller Howard Investments Inc | 3,518 | $54.7 萬 | 0.02% | +3,518 | 新進 |
| Northwest Investment Counselors, LLC | 3,521 | $54.8 萬 | 0.15% | −89−2.5% | 減碼 |
| Legal Advantage Investments, Inc. | 3,520 | $54.8 萬 | 0.38% | 00.0% | 不變 |
| Total Investment Management Inc | 3,544 | $55.1 萬 | 0.10% | +606+20.6% | 加碼 |
| Cranbrook Wealth Management, LLC | 3,550 | $55.2 萬 | 0.13% | −37−1.0% | 減碼 |
| Mountain Capital Investment Advisors, Inc | 3,677 | $55.5 萬 | 0.26% | −896−19.6% | 減碼 |
| Full Sail Capital, LLC | 3,568 | $55.5 萬 | 0.05% | −166−4.4% | 減碼 |
| Family Firm, Inc. | 3,580 | $55.7 萬 | 0.15% | −63−1.7% | 減碼 |
| Sage Private Wealth Group, LLC | 3,580 | $55.7 萬 | 0.75% | +6+0.2% | 加碼 |
| Youngs Advisory Group, Inc. | 3,584 | $55.7 萬 | 0.59% | +22+0.6% | 加碼 |
| Exchange Traded Concepts, LLC | 3,587 | $55.8 萬 | 0.02% | −13,207−78.6% | 減碼 |
| Patron Partners Advisors, LLC | 3,592 | $55.8 萬 | 0.42% | −1,006−21.9% | 減碼 |
| Permit Capital, LLC | 3,590 | $55.8 萬 | 0.17% | −645−15.2% | 減碼 |
| Firestone Capital Management | 3,587 | $55.8 萬 | 0.20% | +10.0% | 加碼 |
| State of Wyoming | 3,590 | $55.8 萬 | 0.35% | +946+35.8% | 加碼 |
| Security National Bank of Sioux City Iowa | 3,587 | $55.8 萬 | 0.44% | +1,043+41.0% | 加碼 |
| Cim, LLC | 3,559 | $56.1 萬 | 0.09% | −117−3.2% | 減碼 |
| Elm Advisors, LLC | 3,612 | $56.2 萬 | 0.33% | 00.0% | 不變 |
| Raub Brock Capital Management LP | 3,619 | $56.3 萬 | 0.10% | +66+1.9% | 加碼 |
| Benjamin Edwards Inc | 3,628 | $56.4 萬 | 0.39% | −1,341−27.0% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 3,623 | $56.4 萬 | 0.14% | +3,623 | 新進 |
| Montis Financial, LLC | 3,635 | $56.5 萬 | 0.47% | −35−1.0% | 減碼 |
| Kidder Stephen W | 3,637 | $56.6 萬 | 0.17% | 00.0% | 不變 |
| Gitterman Wealth Management, LLC | 3,641 | $56.6 萬 | 0.46% | 00.0% | 不變 |
| Albert D Mason Inc | 3,637 | $56.6 萬 | 0.35% | +80+2.2% | 加碼 |
| Susquehanna International Group Ltd. | 3,652 | $56.8 萬 | 0.19% | +3,652 | 新進 |
| GeoWealth Management, LLC | 3,665 | $56.9 萬 | 0.07% | +420+12.9% | 加碼 |
| Solstein Capital, LLC | 3,658 | $56.9 萬 | 0.70% | +1,705+87.3% | 加碼 |
| Heck Capital Advisors, LLC | 3,668 | $57.1 萬 | 0.11% | +52+1.4% | 加碼 |
| Shulman DeMeo Asset Management LLC | 3,672 | $57.1 萬 | 0.22% | −93−2.5% | 減碼 |
| Dougherty Wealth Advisers LLC | 3,674 | $57.1 萬 | 0.84% | 00.0% | 不變 |
| Bordeaux Wealth Advisors LLC | 3,668 | $57.1 萬 | 0.33% | +450+14.0% | 加碼 |
| Sierra Capital LLC | 3,670 | $57.1 萬 | 0.11% | +654+21.7% | 加碼 |
| Aspire Private Capital, LLC | 3,674 | $57.1 萬 | 0.18% | +885+31.7% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 3,747 | $57.3 萬 | 0.39% | −49−1.3% | 減碼 |
| Denali Advisors LLC | 3,700 | $57.5 萬 | 0.22% | −13,500−78.5% | 減碼 |
| Capital City Trust Co | 3,699 | $57.6 萬 | 0.17% | −669−15.3% | 減碼 |
| Harbor Group, Inc. | 3,703 | $57.6 萬 | 0.38% | 00.0% | 不變 |
| Grace Capital | 3,702 | $57.6 萬 | 0.39% | +372+11.2% | 加碼 |
| Crewe Advisors LLC | 3,707 | $57.7 萬 | 0.14% | −87−2.3% | 減碼 |
| Nottingham Advisors, Inc. | 3,708 | $57.7 萬 | 0.06% | −25−0.7% | 減碼 |
| Berger Financial Group, Inc | 3,717 | $57.8 萬 | 0.10% | −34−0.9% | 減碼 |
| Forefront Analytics, LLC | 3,732 | $58.1 萬 | 0.23% | +505+15.6% | 加碼 |
| Beech Hill Advisors, Inc. | 3,762 | $58.5 萬 | 0.24% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 3,769 | $58.6 萬 | 0.36% | −627−14.3% | 減碼 |
| Baron Silver Stevens Financial Advisors, LLC | 3,787 | $58.9 萬 | 0.16% | +2,019+114.2% | 加碼 |
| Centerpoint Advisors, LLC | 3,784 | $58.9 萬 | 0.28% | +2,713+253.3% | 加碼 |
| Heartwood Wealth Advisors LLC | 3,792 | $59.0 萬 | 0.09% | 00.0% | 不變 |
| Fulton Breakefield Broenniman LLC | 3,802 | $59.1 萬 | 0.05% | −150−3.8% | 減碼 |
| Frank, Rimerman Advisors LLC | 3,805 | $59.2 萬 | 0.23% | +575+17.8% | 加碼 |
| Spotlight Asset Group, Inc. | 3,805 | $59.2 萬 | 0.23% | −537−12.4% | 減碼 |
| Eagle Bay Advisors LLC | 3,767 | $59.2 萬 | 0.48% | +3,767 | 新進 |
| Pineno Levin & Ford Asset Management, Inc. | 3,831 | $59.6 萬 | 0.19% | 00.0% | 不變 |
| Marathon Capital Management | 3,844 | $59.7 萬 | 0.14% | +244+6.8% | 加碼 |
| Dempze Nancy E | 3,850 | $59.9 萬 | 0.51% | +435+12.7% | 加碼 |
| Old North State Trust, LLC | 3,855 | $60.0 萬 | 0.45% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 3,864 | $60.1 萬 | 0.14% | +768+24.8% | 加碼 |
| Adams Chetwood Wealth Management LLC | 3,870 | $60.2 萬 | 0.42% | +67+1.8% | 加碼 |
| Bluestein R H & Co | 3,880 | $60.3 萬 | 0.02% | −2,000−34.0% | 減碼 |
| Mosaic Advisors LLC | 3,880 | $60.3 萬 | 0.39% | −40−1.0% | 減碼 |
| Filbrandt Wealth Management, LLC | 3,890 | $60.5 萬 | 0.34% | −10.0% | 減碼 |
| Beaumont Asset Management, L.L.C. | 3,890 | $60.5 萬 | 0.47% | +174+4.7% | 加碼 |
| Park Circle Co | 3,900 | $60.7 萬 | 0.48% | 00.0% | 不變 |
| Private Wealth Strategies, L.L.C. | 3,900 | $60.7 萬 | 0.16% | +650+20.0% | 加碼 |
| Sustainable Insight Capital Management, LLC | 3,909 | $60.8 萬 | 0.36% | −205−5.0% | 減碼 |
| South Street Advisors LLC | 3,912 | $60.8 萬 | 0.11% | +200+5.4% | 加碼 |
| Thomas Story & Son LLC | 3,924 | $61.0 萬 | 0.23% | 00.0% | 不變 |
| Fosun International Ltd | 3,960 | $61.0 萬 | 0.04% | +640+19.3% | 加碼 |
| Cahill Financial Advisors Inc | 3,935 | $61.2 萬 | 0.14% | −35−0.9% | 減碼 |
| Blue Water Life Science Advisors, LLC | 13,762 | $61.3 萬 | 0.23% | +12,000+681.0% | 加碼 |
| Day & Ennis, LLC | 3,949 | $61.4 萬 | 0.21% | −19−0.5% | 減碼 |
| Hutner Capital Management Inc | 3,962 | $61.6 萬 | 0.39% | −295−6.9% | 減碼 |
| Pacific Center for Financial Services | 3,962 | $61.6 萬 | 0.27% | +21+0.5% | 加碼 |
| Northstar Group, Inc. | 3,965 | $61.6 萬 | 0.16% | +50+1.3% | 加碼 |
| Requisite Capital Management, LLC | 3,964 | $61.7 萬 | 0.11% | 00.0% | 不變 |
| Financial Advisors, LLC | 3,964 | $61.7 萬 | 0.22% | 00.0% | 不變 |
| Atom Investors LP | 3,969 | $61.7 萬 | 0.13% | +555+16.3% | 加碼 |
| Emerald Advisors, LLC | 3,975 | $61.8 萬 | 0.19% | −1,990−33.4% | 減碼 |
| Ullmann Financial Group, Inc. | 3,974 | $61.8 萬 | 0.25% | 00.0% | 不變 |
| Harrington Investments, INC | 3,982 | $61.9 萬 | 0.37% | −220−5.2% | 減碼 |
| Curated Wealth Partners LLC | 3,987 | $62.0 萬 | 0.34% | −726−15.4% | 減碼 |
| S.A. Mason LLC | 3,986 | $62.0 萬 | 0.43% | +10+0.3% | 加碼 |