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 |
|---|---|---|---|---|---|
| Reston Wealth Management LLC | 5,056 | $78.6 萬 | 0.39% | +43+0.9% | 加碼 |
| Copperwynd Financial, LLC | 5,067 | $78.8 萬 | 0.33% | +35+0.7% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 5,074 | $78.9 萬 | 0.44% | +200+4.1% | 加碼 |
| Hexagon Capital Partners LLC | 5,077 | $79.0 萬 | 0.22% | −731−12.6% | 減碼 |
| Sadoff Investment Management LLC | 5,078 | $79.0 萬 | 0.05% | 00.0% | 不變 |
| Navis Wealth Advisors, LLC | 5,083 | $79.1 萬 | 0.66% | +13+0.3% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 5,090 | $79.2 萬 | 0.18% | +878+20.8% | 加碼 |
| Financial Engines Advisors L.L.C. | 5,095 | $79.3 萬 | 0.00% | −701−12.1% | 減碼 |
| Wendell David Associates Inc | 5,098 | $79.3 萬 | 0.09% | +122+2.5% | 加碼 |
| Arkansas Financial Group, Inc. | 5,102 | $79.4 萬 | 0.18% | −132−2.5% | 減碼 |
| Meridian Investment Counsel Inc. | 5,109 | $79.5 萬 | 0.28% | −1,550−23.3% | 減碼 |
| Seelaus Asset Management LLC | 5,118 | $79.6 萬 | 0.46% | 00.0% | 不變 |
| Great Point Wealth Advisors, LLC | 5,141 | $80.0 萬 | 0.28% | 00.0% | 不變 |
| Measured Wealth Private Client Group, LLC | 5,153 | $80.1 萬 | 0.25% | +13+0.3% | 加碼 |
| Red Wave Investments LLC | 5,147 | $80.1 萬 | 0.30% | +124+2.5% | 加碼 |
| Santori & Peters | 5,163 | $80.3 萬 | 0.45% | −38−0.7% | 減碼 |
| Financial Consulate, Inc | 5,187 | $80.7 萬 | 0.29% | 00.0% | 不變 |
| Hutchinson Capital Management | 5,186 | $80.7 萬 | 0.20% | +25+0.5% | 加碼 |
| S&T Bank | 5,188 | $80.7 萬 | 0.13% | +94+1.8% | 加碼 |
| Financial Consulate Inc. | 5,187 | $80.7 萬 | 0.29% | +5,187 | 新進 |
| Element Wealth, LLC | 5,195 | $80.8 萬 | 0.63% | +70+1.4% | 加碼 |
| Aurora Private Wealth, Inc. | 5,198 | $80.9 萬 | 0.32% | +26+0.5% | 加碼 |
| 17 Capital Partners, LLC | 5,205 | $81.0 萬 | 0.75% | +5,205 | 新進 |
| Financial Management Network Inc | 5,199 | $81.1 萬 | 0.41% | 00.0% | 不變 |
| SNS Financial Group, LLC | 5,231 | $81.3 萬 | 0.11% | −180−3.3% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 5,237 | $81.4 萬 | 0.14% | −10.0% | 減碼 |
| Rede Wealth, LLC | 5,233 | $81.4 萬 | 0.43% | +10.0% | 加碼 |
| McIlrath & Eck, LLC | 5,241 | $81.5 萬 | 0.25% | +133+2.6% | 加碼 |
| Assetmark, Inc | 5,256 | $81.7 萬 | 0.00% | +154+3.0% | 加碼 |
| Keebeck Alpha, LP | 5,257 | $81.8 萬 | 0.28% | −478−8.3% | 減碼 |
| Carlson Capital Management | 5,265 | $81.9 萬 | 0.12% | +111+2.2% | 加碼 |
| Greatmark Investment Partners, Inc. | 5,275 | $82.0 萬 | 0.15% | −164−3.0% | 減碼 |
| Ambassador Advisors, LLC | 5,297 | $82.4 萬 | 0.16% | −600−10.2% | 減碼 |
| Apella Capital, LLC | 5,305 | $82.5 萬 | 0.14% | +351+7.1% | 加碼 |
| Eubel Brady & Suttman Asset Management Inc | 5,436 | $82.8 萬 | 0.07% | −5,436−50.0% | 減碼 |
| Profit Investment Management, LLC | 5,317 | $82.8 萬 | 0.44% | 00.0% | 不變 |
| Harris Associates L P大師Oakmark（Harris Associates） | 5,337 | $83.0 萬 | 0.00% | 00.0% | 不變 |
| Mint Tower Capital Management B.V. | 5,361 | $83.4 萬 | 0.09% | +5,361 | 新進 |
| Paragon Capital Management Ltd | 5,379 | $83.7 萬 | 0.39% | +4+0.1% | 加碼 |
| Burt Wealth Advisors | 5,387 | $83.8 萬 | 0.30% | 00.0% | 不變 |
| Westhampton Capital, LLC | 5,397 | $83.9 萬 | 0.55% | +1,015+23.2% | 加碼 |
| Costello Asset Management, INC | 5,403 | $84.0 萬 | 0.55% | −20−0.4% | 減碼 |
| Omnia Family Wealth, LLC | 5,398 | $84.0 萬 | 0.54% | +35+0.7% | 加碼 |
| Sandbox Financial Partners, LLC | 5,405 | $84.1 萬 | 0.63% | +26+0.5% | 加碼 |
| Lindbrook Capital, LLC | 5,415 | $84.2 萬 | 0.19% | −613−10.2% | 減碼 |
| Echo Street Capital Management LLC | 5,430 | $84.5 萬 | 0.01% | +4,105+309.8% | 加碼 |
| Lantz Financial LLC | 5,445 | $84.7 萬 | 0.44% | −150−2.7% | 減碼 |
| Engrave Wealth Partners LLC | 5,450 | $84.8 萬 | 0.26% | +1,504+38.1% | 加碼 |
| Security National Bank | 5,472 | $85.1 萬 | 0.22% | 00.0% | 不變 |
| Hunter Associates Investment Management LLC | 5,479 | $85.2 萬 | 0.27% | −6,450−54.1% | 減碼 |
| Perritt Capital Management Inc | 5,492 | $85.4 萬 | 0.45% | −1,229−18.3% | 減碼 |
| Mirabella Financial Services LLP | 5,496 | $85.5 萬 | 0.16% | −967−15.0% | 減碼 |
| P.A.W. Capital Corp | 5,500 | $85.5 萬 | 0.73% | 00.0% | 不變 |
| Freedman Financial Associates, Inc. | 5,506 | $85.6 萬 | 0.65% | −525−8.7% | 減碼 |
| Portland Global Advisors LLC | 5,510 | $85.7 萬 | 0.17% | +379+7.4% | 加碼 |
| Capstone Investment Advisors, LLC | 5,519 | $85.8 萬 | 0.02% | −16,099−74.5% | 減碼 |
| Formidable Asset Management, LLC | 5,528 | $86.0 萬 | 0.18% | −3,597−39.4% | 減碼 |
| Legacy Capital Partners, Inc. | 5,531 | $86.0 萬 | 0.31% | −25−0.4% | 減碼 |
| America First Investment Advisors, LLC | 5,550 | $86.3 萬 | 0.25% | 00.0% | 不變 |
| Diversified, LLC | 5,547 | $86.3 萬 | 0.48% | +340+6.5% | 加碼 |
| Outlook Wealth Advisors, LLC | 5,556 | $86.4 萬 | 0.28% | +790+16.6% | 加碼 |
| Foundations Investment Advisors, LLC | 5,552 | $86.5 萬 | 0.04% | −328−5.6% | 減碼 |
| Ninety One SA (PTY) Ltd | 5,599 | $86.9 萬 | 0.32% | −6,856−55.0% | 減碼 |
| Titus Wealth Management | 5,593 | $87.0 萬 | 0.47% | +136+2.5% | 加碼 |
| Moller Financial Services | 5,601 | $87.1 萬 | 0.29% | −275−4.7% | 減碼 |
| Latitude Advisors, LLC | 5,598 | $87.1 萬 | 0.65% | +37+0.7% | 加碼 |
| Alliance Wealth Management Group | 5,615 | $87.3 萬 | 0.29% | −653−10.4% | 減碼 |
| Investment House LLC | 5,625 | $87.4 萬 | 0.06% | −150−2.6% | 減碼 |
| SRS Capital Advisors, Inc. | 5,649 | $87.9 萬 | 0.12% | +5,649 | 新進 |
| Darwin Advisors, LLC | 5,657 | $88.0 萬 | 0.14% | −67−1.2% | 減碼 |
| CRA Financial Services, LLC | 5,655 | $88.0 萬 | 0.31% | +117+2.1% | 加碼 |
| Interchange Capital Partners, LLC | 5,679 | $88.3 萬 | 1.37% | −1,308−18.7% | 減碼 |
| Legacy Wealth Planning, LLC | 5,689 | $88.5 萬 | 1.01% | +131+2.4% | 加碼 |
| Asset Management Corp | 5,693 | $88.6 萬 | 0.57% | +353+6.6% | 加碼 |
| TFC Financial Management | 5,700 | $88.7 萬 | 0.30% | −166−2.8% | 減碼 |
| RGT Wealth Advisors, LLC | 5,749 | $89.4 萬 | 0.16% | −155−2.6% | 減碼 |
| Landaas & Co | 5,747 | $89.4 萬 | 0.50% | +4+0.1% | 加碼 |
| Jackson Hole Capital Partners, LLC | 5,756 | $89.5 萬 | 0.31% | −293−4.8% | 減碼 |
| WealthTrust Axiom LLC | 5,769 | $89.7 萬 | 0.29% | −609−9.5% | 減碼 |
| Simon Quick Advisors, LLC | 5,778 | $89.8 萬 | 0.24% | −26−0.4% | 減碼 |
| RWM Asset Management, LLC | 5,793 | $90.1 萬 | 0.17% | +1,708+41.8% | 加碼 |
| Investors Financial Group, LLC | 5,799 | $90.2 萬 | 0.48% | +127+2.2% | 加碼 |
| Ami Asset Management Corp | 5,806 | $90.3 萬 | 0.05% | +979+20.3% | 加碼 |
| FSB Premier Wealth Management, Inc. | 5,818 | $90.5 萬 | 0.46% | +188+3.3% | 加碼 |
| Bellevue Asset Management, LLC | 5,839 | $90.8 萬 | 0.55% | +10.0% | 加碼 |
| Black Diamond Financial, LLC | 5,852 | $91.0 萬 | 0.36% | 00.0% | 不變 |
| Maltin Wealth Management, Inc. | 5,855 | $91.1 萬 | 0.55% | −2,430−29.3% | 減碼 |
| American State Bank (Iowa) | 5,874 | $91.4 萬 | 0.71% | +175+3.1% | 加碼 |
| Altus Wealth Group LLC | 5,891 | $91.7 萬 | 0.90% | −3−0.1% | 減碼 |
| Crew Capital Management, Ltd. | 5,900 | $91.8 萬 | 0.86% | 00.0% | 不變 |
| Stanley-Laman Group, Ltd. | 5,916 | $92.0 萬 | 0.13% | +1,228+26.2% | 加碼 |
| Donald L. Hagan, LLC | 5,975 | $92.9 萬 | 0.55% | +321+5.7% | 加碼 |
| Castleview Partners, LLC | 5,976 | $92.9 萬 | 0.41% | +5,976 | 新進 |
| Round Table Services, LLC | 5,979 | $93.0 萬 | 0.20% | −475−7.4% | 減碼 |
| Regent Peak Wealth Advisors LLC | 6,155 | $93.4 萬 | 0.26% | +496+8.8% | 加碼 |
| Whitcomb & Hess, Inc. | 6,007 | $93.4 萬 | 0.40% | +6,007 | 新進 |
| Cubic Asset Management, LLC | 6,050 | $94.1 萬 | 0.23% | −100−1.6% | 減碼 |
| PBMares Wealth Management LLC | 6,061 | $94.3 萬 | 0.51% | −267−4.2% | 減碼 |
| Nadler Financial Group, Inc. | 6,060 | $94.3 萬 | 0.15% | +11+0.2% | 加碼 |
| Systematic Financial Management LP | 6,075 | $94.5 萬 | 0.03% | 00.0% | 不變 |