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 |
|---|---|---|---|---|---|
| Bouchey Financial Group Ltd | 6,137 | $95.4 萬 | 0.15% | −51−0.8% | 減碼 |
| Cardinal Strategic Wealth Guidance | 6,151 | $95.5 萬 | 0.50% | −165−2.6% | 減碼 |
| Hurlow Wealth Management Group, Inc. | 6,166 | $95.9 萬 | 0.63% | −62−1.0% | 減碼 |
| Allegheny Financial Group LTD | 6,172 | $96.0 萬 | 0.43% | +156+2.6% | 加碼 |
| HMS Capital Management, LLC | 6,200 | $96.4 萬 | 0.44% | +588+10.5% | 加碼 |
| Riverbridge Partners LLC | 6,205 | $96.5 萬 | 0.01% | −156−2.5% | 減碼 |
| Dixon Hubard Feinour & Brown Inc | 6,217 | $96.7 萬 | 0.20% | −520−7.7% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 6,218 | $96.7 萬 | 0.12% | +300+5.1% | 加碼 |
| Madden Securities Corp | 6,229 | $96.9 萬 | 0.51% | +230+3.8% | 加碼 |
| CWS Financial Advisors, LLC | 6,237 | $97.0 萬 | 0.39% | +106+1.7% | 加碼 |
| Keating Investment Counselors Inc | 6,248 | $97.2 萬 | 0.45% | −356−5.4% | 減碼 |
| Colonial River Wealth Management, LLC | 6,249 | $97.2 萬 | 0.69% | +336+5.7% | 加碼 |
| Westwood Management Corp | 6,260 | $97.4 萬 | 0.08% | 00.0% | 不變 |
| Knowledge Leaders Capital, LLC | 6,260 | $97.4 萬 | 0.65% | +6,260 | 新進 |
| Signet Financial Management, LLC | 6,266 | $97.5 萬 | 0.33% | +834+15.4% | 加碼 |
| Insight Advisors, LLC | 6,466 | $97.7 萬 | 0.31% | −59−0.9% | 減碼 |
| Brown Capital Management LLC | 6,284 | $97.7 萬 | 0.01% | −37−0.6% | 減碼 |
| Truadvice, LLC | 6,462 | $97.9 萬 | 0.21% | +337+5.5% | 加碼 |
| Cable Hill Partners, LLC | 6,293 | $97.9 萬 | 0.23% | +4,009+175.5% | 加碼 |
| Sterneck Capital Management, LLC | 6,462 | $98.0 萬 | 0.61% | −349−5.1% | 減碼 |
| Westfield Capital Management Co LP | 6,300 | $98.0 萬 | 0.01% | 00.0% | 不變 |
| Vision Capital Management, Inc. | 6,301 | $98.0 萬 | 0.16% | +10.0% | 加碼 |
| Castle Rock Wealth Management, LLC | 6,153 | $98.0 萬 | 0.36% | −72−1.2% | 減碼 |
| Alera Investment Advisors, LLC | 6,381 | $98.1 萬 | 0.30% | +131+2.1% | 加碼 |
| Western Financial Corporation | 6,372 | $99.1 萬 | 0.54% | +473+8.0% | 加碼 |
| Skba Capital Management LLC | 6,382 | $99.3 萬 | 0.19% | +220+3.6% | 加碼 |
| Hayden Royal, LLC | 6,433 | $100.1 萬 | 0.55% | +6+0.1% | 加碼 |
| Wagner Wealth Management, LLC | 6,443 | $100.2 萬 | 0.72% | +457+7.6% | 加碼 |
| Private Wealth Advisors | 6,455 | $100.4 萬 | 0.31% | +21+0.3% | 加碼 |
| Patriot Investment Management Inc. | 6,458 | $100.4 萬 | 0.09% | +241+3.9% | 加碼 |
| Greystone Financial Group, LLC | 6,476 | $100.7 萬 | 0.25% | +206+3.3% | 加碼 |
| Wilkins Investment Counsel Inc | 6,479 | $100.8 萬 | 0.25% | −500−7.2% | 減碼 |
| Twin Focus Capital Partners, LLC | 6,494 | $101.0 萬 | 0.23% | +244+3.9% | 加碼 |
| Fullen Financial Group | 6,500 | $101.1 萬 | 0.60% | +661+11.3% | 加碼 |
| Islay Capital Management, LLC | 6,527 | $101.5 萬 | 0.82% | −371−5.4% | 減碼 |
| Alta Wealth Advisors LLC | 6,522 | $101.5 萬 | 0.74% | +182+2.9% | 加碼 |
| Cozad Asset Management Inc | 6,535 | $101.6 萬 | 0.16% | −1,124−14.7% | 減碼 |
| McLean Asset Management Corp | 6,737 | $102.3 萬 | 0.46% | +29+0.4% | 加碼 |
| Cambridge Advisors Inc. | 6,580 | $102.3 萬 | 0.25% | 00.0% | 不變 |
| Capital Management Associates | 6,575 | $102.3 萬 | 0.98% | 00.0% | 不變 |
| Geller Advisors LLC | 6,609 | $102.8 萬 | 0.22% | −333−4.8% | 減碼 |
| Wall Street Access Asset Management, LLC | 6,612 | $102.8 萬 | 0.58% | +37+0.6% | 加碼 |
| Pasadena Private Wealth, LLC | 6,612 | $102.8 萬 | 0.35% | +131+2.0% | 加碼 |
| Legacy Wealth Asset Management, LLC | 6,618 | $102.9 萬 | 0.46% | +41+0.6% | 加碼 |
| BNC Wealth Management, LLC | 6,624 | $103.0 萬 | 0.62% | +49+0.7% | 加碼 |
| Bigelow Investment Advisors, LLC | 6,634 | $103.2 萬 | 0.50% | +350+5.6% | 加碼 |
| Northwest Wealth Management, LLC | 6,651 | $103.4 萬 | 0.55% | −190−2.8% | 減碼 |
| Rodgers Brothers Inc. | 6,647 | $103.4 萬 | 0.20% | +450+7.3% | 加碼 |
| Resource Planning Group | 6,650 | $103.4 萬 | 0.60% | +1,058+18.9% | 加碼 |
| Semmax Financial Advisors Inc. | 6,660 | $103.6 萬 | 0.33% | +731+12.3% | 加碼 |
| Crumly & Associates Inc. | 6,663 | $103.6 萬 | 0.50% | +1,534+29.9% | 加碼 |
| Foresight Wealth Management, LLC | 6,670 | $103.7 萬 | 0.44% | +903+15.7% | 加碼 |
| Dean Investment Associates, LLC | 6,675 | $103.8 萬 | 0.19% | −10−0.1% | 減碼 |
| First National Bank of Hutchinson | 6,675 | $103.8 萬 | 0.54% | +119+1.8% | 加碼 |
| Pratt Collard Advisory Partners LLC | 6,683 | $103.9 萬 | 0.69% | −17−0.3% | 減碼 |
| Voya Financial Advisors, Inc. | 6,760 | $104.2 萬 | 0.14% | −44,727−86.9% | 減碼 |
| First Quadrant L P | 6,698 | $104.2 萬 | 0.12% | −4,600−40.7% | 減碼 |
| AXS Investments LLC | 6,699 | $104.2 萬 | 0.32% | +371+5.9% | 加碼 |
| Vigilare Wealth Management | 6,703 | $104.3 萬 | 0.63% | −52−0.8% | 減碼 |
| REDW Wealth LLC | 6,707 | $104.3 萬 | 0.33% | +203+3.1% | 加碼 |
| Future Financial Wealth Managment LLC | 6,713 | $104.4 萬 | 1.07% | −671−9.1% | 減碼 |
| Advisor OS, LLC | 6,709 | $104.4 萬 | 0.22% | +2,578+62.4% | 加碼 |
| GQG Partners LLC | 6,714 | $104.4 萬 | 0.00% | +6,714 | 新進 |
| SignalPoint Asset Management, LLC | 6,734 | $104.7 萬 | 0.34% | +194+3.0% | 加碼 |
| Hotaling Investment Management, LLC | 6,759 | $105.1 萬 | 0.43% | +38+0.6% | 加碼 |
| Oak Ridge Investments LLC | 6,766 | $105.2 萬 | 0.09% | 00.0% | 不變 |
| Successful Portfolios LLC | 6,793 | $105.7 萬 | 0.64% | +138+2.1% | 加碼 |
| Baystate Wealth Management LLC | 6,797 | $105.7 萬 | 0.10% | +520+8.3% | 加碼 |
| Winmill & Co. Inc | 6,800 | $105.8 萬 | 0.38% | 00.0% | 不變 |
| Galibier Capital Management Ltd. | 6,831 | $106.2 萬 | 0.14% | 00.0% | 不變 |
| Stephenson National Bank & Trust | 6,830 | $106.2 萬 | 0.69% | +183+2.8% | 加碼 |
| Portland Investment Counsel Inc. | 6,765 | $106.7 萬 | 0.53% | 00.0% | 不變 |
| Onyx Bridge Wealth Group LLC | 7,048 | $107.1 萬 | 0.46% | +1,776+33.7% | 加碼 |
| Insight Wealth Strategies, LLC | 6,890 | $107.2 萬 | 0.15% | −3,862−35.9% | 減碼 |
| Meridian Financial Partners LLC | 7,189 | $107.6 萬 | 0.74% | +269+3.9% | 加碼 |
| Maven Securities LTD | 6,920 | $107.6 萬 | 0.11% | +4,060+142.0% | 加碼 |
| Investors Research Corp | 6,940 | $107.9 萬 | 0.37% | 00.0% | 不變 |
| Greylin Investment Mangement Inc | 6,950 | $108.1 萬 | 0.21% | −100−1.4% | 減碼 |
| Gilbert & Cook, Inc. | 6,950 | $108.1 萬 | 0.19% | +244+3.6% | 加碼 |
| Single Point Partners, LLC | 6,976 | $108.5 萬 | 0.37% | −562−7.5% | 減碼 |
| Personal Cfo Solutions, LLC | 6,976 | $108.5 萬 | 0.22% | −251−3.5% | 減碼 |
| Affiance Financial, LLC | 6,991 | $108.7 萬 | 0.46% | +12+0.2% | 加碼 |
| Rock Creek Group, LP | 6,993 | $108.8 萬 | 0.16% | +1,001+16.7% | 加碼 |
| Ballew Advisors, Inc | 6,997 | $108.9 萬 | 0.76% | +6,997 | 新進 |
| Wealth Alliance Advisory Group, LLC | 7,012 | $109.1 萬 | 0.53% | +154+2.2% | 加碼 |
| Northside Capital Management, LLC | 7,021 | $109.2 萬 | 0.27% | −1,325−15.9% | 減碼 |
| Halbert Hargrove Global Advisors, LLC | 7,020 | $109.2 萬 | 0.07% | +705+11.2% | 加碼 |
| Tradition Wealth Management, LLC | 7,058 | $109.8 萬 | 0.16% | −118−1.6% | 減碼 |
| Tributary Capital Management, LLC | 7,069 | $110.0 萬 | 0.08% | −156−2.2% | 減碼 |
| First Citizens Financial Corp | 7,089 | $110.3 萬 | 0.83% | −10−0.1% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 7,095 | $110.3 萬 | 0.05% | +7,095 | 新進 |
| Wealth Management Partners, LLC | 7,116 | $110.7 萬 | 0.77% | +129+1.8% | 加碼 |
| Syntal Capital Partners, LLC | 7,153 | $111.2 萬 | 0.39% | −460−6.0% | 減碼 |
| Collective Family Office LLC | 7,147 | $111.2 萬 | 0.48% | +20.0% | 加碼 |
| Purus Wealth Management, LLC | 7,157 | $111.3 萬 | 0.80% | +1,869+35.3% | 加碼 |
| Richard P Slaughter Associates Inc | 7,172 | $111.5 萬 | 0.43% | +186+2.7% | 加碼 |
| Fortress Wealth Group, LLC | 7,166 | $111.5 萬 | 1.00% | +7,166 | 新進 |
| MEMBERS Trust Co | 7,176 | $111.6 萬 | 0.04% | +758+11.8% | 加碼 |
| Alesco Advisors LLC | 7,205 | $112.1 萬 | 0.04% | 00.0% | 不變 |
| Proffitt & Goodson Inc | 7,215 | $112.2 萬 | 0.20% | −113−1.5% | 減碼 |