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 |
|---|---|---|---|---|---|
| Ratan Capital Management LP | 4,000 | $62.2 萬 | 0.05% | 00.0% | 不變 |
| Washburn Capital Management, Inc. | 4,020 | $62.5 萬 | 0.42% | +1,102+37.8% | 加碼 |
| WNY Asset Management, LLC | 4,033 | $62.7 萬 | 0.22% | +3+0.1% | 加碼 |
| Stonehearth Capital Management, LLC | 4,035 | $62.8 萬 | 0.31% | +129+3.3% | 加碼 |
| Cowa, LLC | 4,037 | $63.0 萬 | 0.39% | −875−17.8% | 減碼 |
| Global Strategic Investment Solutions, LLC | 4,051 | $63.0 萬 | 0.11% | +519+14.7% | 加碼 |
| TRH Financial, LLC | 4,063 | $63.2 萬 | 0.27% | −582−12.5% | 減碼 |
| Truehand, Inc | 4,067 | $63.3 萬 | 0.37% | 00.0% | 不變 |
| Domani Wealth, LLC | 4,067 | $63.3 萬 | 0.13% | +7+0.2% | 加碼 |
| Tortoise Investment Management, LLC | 4,077 | $63.4 萬 | 0.13% | −825−16.8% | 減碼 |
| Berkeley Capital Partners, LLC | 4,074 | $63.4 萬 | 0.28% | −113−2.7% | 減碼 |
| Mark Asset Management LP | 4,073 | $63.4 萬 | 0.09% | −46−1.1% | 減碼 |
| Newport Wealth Strategies, Inc. | 4,079 | $63.4 萬 | 0.37% | +10.0% | 加碼 |
| Annandale Capital, LLC | 4,080 | $63.5 萬 | 0.38% | +62+1.5% | 加碼 |
| Harvest Investment Services, LLC | 4,103 | $63.8 萬 | 0.27% | +231+6.0% | 加碼 |
| Corundum Group, Inc. | 4,120 | $64.1 萬 | 0.42% | −466−10.2% | 減碼 |
| Consolidated Planning Corp | 4,151 | $64.5 萬 | 0.48% | +17+0.4% | 加碼 |
| Rosenberg Matthew Hamilton | 4,160 | $64.7 萬 | 0.34% | +215+5.4% | 加碼 |
| F/M Investments LLC | 4,188 | $65.1 萬 | 0.51% | −1,523−26.7% | 減碼 |
| Independent Family Office, LLC | 3,959 | $65.2 萬 | 0.25% | +1,302+49.0% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 4,202 | $65.4 萬 | 0.06% | 00.0% | 不變 |
| Garrett Investment Advisors LLC | 4,206 | $65.4 萬 | 0.21% | +362+9.4% | 加碼 |
| Mosaic Family Wealth, LLC | 4,211 | $65.5 萬 | 0.19% | +26+0.6% | 加碼 |
| Fairview Capital Investment Management, LLC | 4,222 | $65.6 萬 | 0.05% | +101+2.5% | 加碼 |
| Fountainhead AM, LLC | 4,316 | $65.7 萬 | 0.35% | 00.0% | 不變 |
| Triumph Capital Management | 4,234 | $65.7 萬 | 0.38% | +4,234 | 新進 |
| Independent Solutions Wealth Management, LLC | 4,228 | $65.8 萬 | 0.16% | +318+8.1% | 加碼 |
| New Vernon Investment Management LLC | 4,253 | $66.2 萬 | 1.21% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 4,275 | $66.5 萬 | 0.25% | +167+4.1% | 加碼 |
| Bender Robert & Associates | 4,279 | $66.6 萬 | 0.19% | 00.0% | 不變 |
| Norris Financial Group, LLC | 4,282 | $66.6 萬 | 0.45% | +43+1.0% | 加碼 |
| Summit Asset Management, LLC | 4,304 | $66.9 萬 | 0.21% | +100+2.4% | 加碼 |
| Hillcrest Wealth Advisors - NY, LLC | 4,310 | $67.0 萬 | 0.41% | +292+7.3% | 加碼 |
| Eldridge Investment Advisors, Inc. | 4,317 | $67.1 萬 | 0.24% | +23+0.5% | 加碼 |
| LCM Capital Management Inc | 4,323 | $67.2 萬 | 0.56% | +18+0.4% | 加碼 |
| LVZ Advisors, Inc. | 4,348 | $67.6 萬 | 0.10% | +135+3.2% | 加碼 |
| Fermata Advisors, LLC | 4,338 | $67.6 萬 | 0.39% | +1,980+84.0% | 加碼 |
| Southland Equity Partners LLC | 4,349 | $67.6 萬 | 0.32% | +304+7.5% | 加碼 |
| Oberweis Asset Management Inc | 4,352 | $67.7 萬 | 0.15% | −78−1.8% | 減碼 |
| Marshall Financial Group LLC | 4,380 | $68.1 萬 | 0.37% | −16−0.4% | 減碼 |
| Kowal Investment Group, LLC | 4,387 | $68.2 萬 | 0.25% | −330−7.0% | 減碼 |
| Aua Capital Management, LLC | 4,388 | $68.3 萬 | 0.42% | 00.0% | 不變 |
| Paloma Partners Management Co | 4,402 | $68.5 萬 | 0.02% | −93,398−95.5% | 減碼 |
| Marshall Financial Group Inc | 4,409 | $68.6 萬 | 0.29% | +12+0.3% | 加碼 |
| Chelsea Counsel Co | 4,420 | $68.8 萬 | 0.32% | −500−10.2% | 減碼 |
| Grant Street Asset Management, Inc. | 4,435 | $69.0 萬 | 0.86% | −12−0.3% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 4,443 | $69.1 萬 | 0.06% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 4,456 | $69.3 萬 | 0.19% | −346−7.2% | 減碼 |
| Riggs Asset Managment Co. Inc. | 4,465 | $69.4 萬 | 0.19% | +100+2.3% | 加碼 |
| Glassman Wealth Services | 4,472 | $69.6 萬 | 0.15% | −181−3.9% | 減碼 |
| Cypress Capital Management LLC (WY) | 4,480 | $69.7 萬 | 0.54% | 00.0% | 不變 |
| Morris Capital Advisors, LLC | 4,495 | $69.9 萬 | 0.53% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 4,500 | $70.0 萬 | 0.11% | +725+19.2% | 加碼 |
| Avondale Wealth Management | 4,500 | $70.0 萬 | 0.65% | +4,500 | 新進 |
| Garde Capital, Inc. | 4,531 | $70.5 萬 | 0.07% | +250+5.8% | 加碼 |
| Merrion Investment Management Co, LLC | 4,544 | $70.6 萬 | 0.54% | 00.0% | 不變 |
| Bay Rivers Group | 4,561 | $70.9 萬 | 0.50% | −100−2.1% | 減碼 |
| Campion Asset Management LLC | 4,565 | $71.0 萬 | 0.59% | −1,220−21.1% | 減碼 |
| Addison Advisors LLC | 4,563 | $71.0 萬 | 0.57% | +4,563 | 新進 |
| GenWealth Group, Inc. | 4,582 | $71.2 萬 | 0.21% | −486−9.6% | 減碼 |
| Johnson Financial Group, LLC | 4,586 | $71.3 萬 | 0.14% | +1,116+32.2% | 加碼 |
| R.H. Dinel Investment Counsel, Inc. | 4,592 | $71.4 萬 | 0.51% | 00.0% | 不變 |
| American Research & Management Co. | 4,596 | $71.5 萬 | 0.16% | +200+4.5% | 加碼 |
| Wimmer Associates 1, LLC | 4,614 | $71.8 萬 | 0.42% | −75−1.6% | 減碼 |
| Trust Co of Oklahoma | 4,620 | $71.9 萬 | 0.24% | −762−14.2% | 減碼 |
| First Heartland Consultants, Inc. | 4,627 | $72.0 萬 | 0.11% | +123+2.7% | 加碼 |
| Merriman Wealth Management, LLC | 4,642 | $72.2 萬 | 0.06% | +194+4.4% | 加碼 |
| Schneider Downs Wealth Management Advisors, LP | 4,653 | $72.4 萬 | 0.19% | −7−0.2% | 減碼 |
| Dohj, LLC | 4,671 | $72.7 萬 | 0.38% | −300−6.0% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 4,699 | $73.1 萬 | 0.47% | +175+3.9% | 加碼 |
| Birchcreek Wealth Management, LLC | 4,721 | $73.4 萬 | 0.71% | −925−16.4% | 減碼 |
| Arbor Investment Advisors, LLC | 4,717 | $73.4 萬 | 0.15% | +25+0.5% | 加碼 |
| Monterey Private Wealth, Inc. | 4,720 | $73.4 萬 | 0.42% | +486+11.5% | 加碼 |
| Cohen & Steers, Inc. | 4,773 | $74.2 萬 | 0.00% | −1,037−17.8% | 減碼 |
| CMG Global Holdings, LLC | 4,768 | $74.2 萬 | 0.56% | +229+5.0% | 加碼 |
| Winfield Associates, Inc. | 4,783 | $74.4 萬 | 0.27% | +500+11.7% | 加碼 |
| Wedge Capital Management L L P | 4,791 | $74.5 萬 | 0.01% | −1,288−21.2% | 減碼 |
| TriaGen Wealth Management LLC | 4,936 | $74.9 萬 | 0.39% | −230−4.5% | 減碼 |
| McDaniel Terry & Co | 4,820 | $75.0 萬 | 0.09% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 4,827 | $75.1 萬 | 0.19% | +607+14.4% | 加碼 |
| Hobart Private Capital, LLC | 4,829 | $75.1 萬 | 0.31% | −449−8.5% | 減碼 |
| Wealth Dimensions Group, Ltd. | 4,846 | $75.4 萬 | 0.51% | −267−5.2% | 減碼 |
| Financial Perspectives, Inc | 4,850 | $75.4 萬 | 0.37% | −749,145−99.4% | 減碼 |
| Carl P. Sherr & Co., LLC | 4,871 | $75.8 萬 | 0.52% | +50+1.0% | 加碼 |
| Affinity Capital Advisors, LLC | 4,877 | $75.9 萬 | 0.26% | −209−4.1% | 減碼 |
| S. R. Schill & Associates | 4,884 | $76.0 萬 | 0.30% | 00.0% | 不變 |
| HYA Advisors, Inc | 4,903 | $76.3 萬 | 0.32% | −191−3.7% | 減碼 |
| LifePro Asset Management | 4,903 | $76.3 萬 | 0.23% | 00.0% | 不變 |
| Lorne Steinberg Wealth Management Inc. | 4,910 | $76.4 萬 | 0.38% | +240+5.1% | 加碼 |
| Delta Investment Management, LLC | 4,918 | $76.5 萬 | 0.23% | +10.0% | 加碼 |
| Mizuho Markets Cayman LP | 4,937 | $76.8 萬 | 0.14% | −2,036−29.2% | 減碼 |
| Concorde Asset Management, LLC | 4,801 | $77.0 萬 | 0.43% | −1,516−24.0% | 減碼 |
| Benson Investment Management Company, Inc. | 4,950 | $77.0 萬 | 0.39% | 00.0% | 不變 |
| Gray Wealth Management Inc. | 4,977 | $77.4 萬 | 0.45% | −63−1.3% | 減碼 |
| Sax Wealth Advisors, LLC | 4,975 | $77.4 萬 | 0.27% | +60+1.2% | 加碼 |
| First Command Bank | 4,989 | $77.5 萬 | 0.09% | −160−3.1% | 減碼 |
| First Command Financial Services, Inc. | 4,989 | $77.5 萬 | 0.09% | −160−3.1% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 5,000 | $77.8 萬 | 0.02% | 00.0% | 不變 |
| Centric Wealth Management | 5,029 | $78.2 萬 | 0.27% | −338−6.3% | 減碼 |
| Austin Private Wealth, LLC | 5,043 | $78.4 萬 | 0.18% | −305−5.7% | 減碼 |