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 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $2,789 億 |
| 2021 年第 4 季 | 3,595 | $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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 71,524 | $1,113 萬 | 0.68% | +6,679+10.3% | 加碼 |
| Whitener Capital Management, Inc. | 71,485 | $1,112 萬 | 4.43% | +796+1.1% | 加碼 |
| Ar Asset Management Inc | 71,231 | $1,108 萬 | 3.10% | 00.0% | 不變 |
| Intact Investment Management Inc. | 71,100 | $1,105 萬 | 0.31% | −4,000−5.3% | 減碼 |
| First Horizon Corp | 70,952 | $1,104 萬 | 0.99% | −3,751−5.0% | 減碼 |
| Boenning & Scattergood, Inc. | 70,693 | $1,100 萬 | 1.91% | −182−0.3% | 減碼 |
| Fullerton Fund Management Co Ltd. | 70,623 | $1,099 萬 | 0.75% | −56,188−44.3% | 減碼 |
| Hennessy Advisors Inc | 70,600 | $1,098 萬 | 0.61% | −1,750−2.4% | 減碼 |
| Miracle Mile Advisors, LLC | 70,601 | $1,098 萬 | 0.58% | +568+0.8% | 加碼 |
| Fairfield, Bush & Co. | 70,527 | $1,097 萬 | 2.98% | −4,532−6.0% | 減碼 |
| Two Sigma Investments, LP | 70,294 | $1,093 萬 | 0.03% | +57,853+465.0% | 加碼 |
| Autus Asset Management, LLC | 70,180 | $1,092 萬 | 1.19% | −392−0.6% | 減碼 |
| Caldwell Trust Co | 70,151 | $1,091 萬 | 1.43% | +971+1.4% | 加碼 |
| Harvey Capital Management Inc | 70,017 | $1,089 萬 | 3.59% | −140−0.2% | 減碼 |
| Icon Advisers Inc | 69,995 | $1,089 萬 | 1.78% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 69,993 | $1,089 萬 | 1.28% | +293+0.4% | 加碼 |
| Picton Mahoney Asset Management | 69,990 | $1,089 萬 | 0.39% | −47,122−40.2% | 減碼 |
| ARS Wealth Advisors, LLC | 69,710 | $1,084 萬 | 1.95% | +2,579+3.8% | 加碼 |
| Visionary Wealth Advisors | 69,597 | $1,083 萬 | 1.09% | +2,715+4.1% | 加碼 |
| Heritage Trust Co | 69,433 | $1,080 萬 | 1.54% | +2,163+3.2% | 加碼 |
| Griffin Asset Management, Inc. | 69,151 | $1,076 萬 | 1.30% | +2,958+4.5% | 加碼 |
| GHP Investment Advisors, Inc. | 68,936 | $1,072 萬 | 0.86% | +2,285+3.4% | 加碼 |
| BP PLC | 68,065 | $1,058 萬 | 0.45% | −28,803−29.7% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 68,009 | $1,058 萬 | 1.70% | +35+0.1% | 加碼 |
| Edgestream Partners, L.P. | 67,838 | $1,055 萬 | 0.62% | +56,492+497.9% | 加碼 |
| Strategic Global Advisors, LLC | 67,748 | $1,054 萬 | 1.91% | −4,288−6.0% | 減碼 |
| Loews Corp | 67,500 | $1,050 萬 | 0.09% | −27,500−28.9% | 減碼 |
| GAM Holding AG | 67,350 | $1,048 萬 | 0.46% | −625−0.9% | 減碼 |
| Sompo Asset Management Co., Ltd. | 67,350 | $1,048 萬 | 2.14% | +2,290+3.5% | 加碼 |
| Barbara Oil Co. | 67,000 | $1,042 萬 | 4.81% | 00.0% | 不變 |
| Bel Air Investment Advisors LLC | 66,763 | $1,038 萬 | 0.32% | +1,067+1.6% | 加碼 |
| Vestcor Inc | 66,696 | $1,037 萬 | 0.35% | +9,848+17.3% | 加碼 |
| Buffington Mohr McNeal | 66,583 | $1,036 萬 | 2.03% | +823+1.3% | 加碼 |
| Bremer Bank National Association | 65,742 | $1,023 萬 | 2.19% | −280−0.4% | 減碼 |
| SFE Investment Counsel | 65,583 | $1,020 萬 | 2.81% | −3,218−4.7% | 減碼 |
| Pioneer Trust Bank N A | 65,492 | $1,019 萬 | 2.89% | −9,285−12.4% | 減碼 |
| Stockman Wealth Management, Inc. | 65,094 | $1,013 萬 | 2.42% | +1,793+2.8% | 加碼 |
| Schnieders Capital Management LLC | 65,095 | $1,013 萬 | 2.76% | +6,058+10.3% | 加碼 |
| Ami Investment Management Inc | 64,953 | $1,010 萬 | 4.10% | −521−0.8% | 減碼 |
| First Midwest Bank Trust Division | 64,878 | $1,009 萬 | 1.36% | −2,043−3.1% | 減碼 |
| Old Second National Bank of Aurora | 64,582 | $1,005 萬 | 2.76% | −1,499−2.3% | 減碼 |
| Hoey Investments, Inc | 64,581 | $1,005 萬 | 3.07% | +10,122+18.6% | 加碼 |
| NewEdge Wealth, LLC | 64,493 | $1,003 萬 | 0.77% | +5,129+8.6% | 加碼 |
| Brown Advisory Securities, LLC | 64,340 | $1,001 萬 | 1.57% | −592−0.9% | 減碼 |
| We Are One Seven, LLC | 64,317 | $1,000 萬 | 1.40% | +7,288+12.8% | 加碼 |
| Aj Wealth Strategies, LLC | 64,144 | $997.7 萬 | 0.60% | −2,969−4.4% | 減碼 |
| Pettyjohn, Wood & White, Inc | 64,087 | $996.8 萬 | 2.23% | +258+0.4% | 加碼 |
| Telos Capital Management, Inc. | 63,960 | $994.8 萬 | 1.32% | −317−0.5% | 減碼 |
| Spinnaker Trust | 63,914 | $994.2 萬 | 0.69% | −1,375−2.1% | 減碼 |
| Snowden Capital Advisors LLC | 63,843 | $993.0 萬 | 0.50% | +4,980+8.5% | 加碼 |
| Level Four Advisory Services, LLC | 63,774 | $991.9 萬 | 0.69% | +5,059+8.6% | 加碼 |
| LSV Asset Management | 63,760 | $991.7 萬 | 0.02% | −31,240−32.9% | 減碼 |
| Segment Wealth Management, LLC | 63,632 | $989.7 萬 | 1.18% | +1,713+2.8% | 加碼 |
| Boston Family Office LLC | 63,574 | $988.8 萬 | 0.71% | −85−0.1% | 減碼 |
| Gratus Capital LLC | 63,558 | $988.6 萬 | 1.10% | −36,003−36.2% | 減碼 |
| Perigon Wealth Management, LLC | 63,536 | $988.2 萬 | 0.88% | +2,857+4.7% | 加碼 |
| Pensionfund DSM Netherlands | 63,500 | $987.7 萬 | 1.27% | −4,000−5.9% | 減碼 |
| Wolverine Trading, LLC | 63,979 | $986.2 萬 | 0.27% | −140,592−68.7% | 減碼 |
| Skylands Capital, LLC | 63,225 | $983.4 萬 | 1.16% | −1,150−1.8% | 減碼 |
| Buckingham Strategic Wealth, LLC | 63,164 | $982.5 萬 | 0.24% | +855+1.4% | 加碼 |
| Fagan Associates, Inc. | 63,146 | $982.2 萬 | 2.10% | −397−0.6% | 減碼 |
| Legacy Private Trust Co. | 62,873 | $977.9 萬 | 0.82% | +374+0.6% | 加碼 |
| Hills Bank & Trust Co | 62,688 | $975.0 萬 | 1.48% | −364−0.6% | 減碼 |
| JGP Wealth Management, LLC | 62,649 | $974.4 萬 | 2.10% | −4,512−6.7% | 減碼 |
| Arrow Financial Corp | 62,629 | $974.1 萬 | 1.24% | −1,532−2.4% | 減碼 |
| CWM, LLC | 62,369 | $970.1 萬 | 0.08% | 00.0% | 不變 |
| Taylor Wealth Management Partners | 62,298 | $969.0 萬 | 3.42% | −155−0.2% | 減碼 |
| Valicenti Advisory Services Inc | 62,288 | $968.8 萬 | 2.68% | −1,698−2.7% | 減碼 |
| Plimoth Trust Co LLC | 62,256 | $968.4 萬 | 2.72% | +1,465+2.4% | 加碼 |
| Fred Alger Management, LLC | 62,174 | $967.1 萬 | 0.02% | −355,156−85.1% | 減碼 |
| Chicago Capital, LLC | 62,111 | $966.1 萬 | 0.38% | +1,930+3.2% | 加碼 |
| Graypoint LLC | 61,973 | $963.9 萬 | 1.28% | −383−0.6% | 減碼 |
| Martingale Asset Management L P | 61,859 | $962.2 萬 | 0.11% | +59,390+2,405.4% | 加碼 |
| Grimes & Company, Inc. | 61,302 | $953.5 萬 | 0.41% | +2,234+3.8% | 加碼 |
| AlphaCrest Capital Management LLC | 61,143 | $951.0 萬 | 0.41% | +19,070+45.3% | 加碼 |
| AMG National Trust Bank | 61,110 | $950.5 萬 | 0.31% | −1,130−1.8% | 減碼 |
| Apriem Advisors | 61,003 | $948.8 萬 | 1.42% | −1,512−2.4% | 減碼 |
| Signature Estate & Investment Advisors LLC | 60,823 | $946.0 萬 | 0.42% | +2,285+3.9% | 加碼 |
| Greenwood Gearhart Inc | 60,520 | $941.3 萬 | 1.52% | +2,652+4.6% | 加碼 |
| Sigma Investment Counselors Inc | 60,511 | $941.2 萬 | 0.71% | +222+0.4% | 加碼 |
| Iowa State Bank | 60,499 | $941.0 萬 | 2.64% | −249−0.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 60,490 | $940.8 萬 | 0.34% | −21,852−26.5% | 減碼 |
| Bank of Hawaii | 60,471 | $940.5 萬 | 0.53% | −1,579−2.5% | 減碼 |
| Wells Trecaso Financial Group, LLC | 60,455 | $940.3 萬 | 4.52% | −81−0.1% | 減碼 |
| Mengis Capital Management, Inc. | 60,342 | $938.5 萬 | 1.95% | −114−0.2% | 減碼 |
| Inlet Private Wealth, LLC | 60,268 | $937.4 萬 | 2.46% | +190.0% | 加碼 |
| Boyar Asset Management Inc. | 60,253 | $937.2 萬 | 6.04% | −58−0.1% | 減碼 |
| Hartford Financial Management Inc. | 60,237 | $936.9 萬 | 2.33% | −1,139−1.9% | 減碼 |
| Camden National Bank | 60,012 | $933.4 萬 | 1.76% | −1,101−1.8% | 減碼 |
| Nwi Management LP | 60,000 | $933.2 萬 | 0.70% | 00.0% | 不變 |
| Bright Rock Capital Management, LLC | 60,000 | $933.2 萬 | 2.25% | 00.0% | 不變 |
| Icon Wealth Partners, LLC | 59,777 | $929.8 萬 | 1.00% | +4,734+8.6% | 加碼 |
| Vantis Investment Advisers L.P. | 59,700 | $928.6 萬 | 11.66% | +59,700 | 新進 |
| Great Valley Advisor Group, Inc. | 59,549 | $920.7 萬 | 0.68% | +2,218+3.9% | 加碼 |
| QV Investors Inc. | 59,190 | $920.6 萬 | 0.56% | −15,520−20.8% | 減碼 |
| Capula Management Ltd | 59,534 | $920.6 萬 | 1.68% | +37,375+168.7% | 加碼 |
| Princeton Portfolio Strategies Group LLC | 59,167 | $920.3 萬 | 1.78% | −9,435−13.8% | 減碼 |
| Laurel Wealth Advisors LLC | 59,102 | $919.3 萬 | 2.04% | +616+1.1% | 加碼 |
| Bard Financial Services, Inc. | 59,090 | $919.1 萬 | 0.82% | 00.0% | 不變 |
| Philadelphia Trust Co | 59,067 | $918.7 萬 | 0.63% | +400+0.7% | 加碼 |