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 |
|---|---|---|---|---|---|
| Independent Investors Inc | 59,049 | $918.4 萬 | 2.26% | −50−0.1% | 減碼 |
| Woodstock Corp | 58,981 | $917.4 萬 | 1.08% | +235+0.4% | 加碼 |
| Paradiem, LLC | 57,266 | $916.1 萬 | 2.84% | −3,962−6.5% | 減碼 |
| Gifford Fong Associates | 58,800 | $914.6 萬 | 1.78% | 00.0% | 不變 |
| Allegiant Private Advisors, LLC | 58,625 | $911.9 萬 | 1.48% | +424+0.7% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 58,442 | $909.0 萬 | 0.20% | +9,060+18.3% | 加碼 |
| Greenleaf Trust | 58,363 | $907.8 萬 | 0.11% | +1,762+3.1% | 加碼 |
| Core Alternative Capital | 58,255 | $906.1 萬 | 2.11% | +2,369+4.2% | 加碼 |
| Tudor Investment Corp Et Al | 58,176 | $904.9 萬 | 0.18% | +40,051+221.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 58,153 | $904.5 萬 | 0.52% | +11,392+24.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 57,738 | $898.1 萬 | 0.71% | +5,726+11.0% | 加碼 |
| United Fire Group Inc | 57,736 | $898.0 萬 | 4.58% | 00.0% | 不變 |
| Cutler Investment Counsel LLC | 57,372 | $892.4 萬 | 1.40% | −1,686−2.9% | 減碼 |
| Spearhead Capital Advisors, LLC | 57,201 | $889.7 萬 | 1.21% | +457+0.8% | 加碼 |
| Terry L. Blaker | 57,123 | $888.5 萬 | 0.58% | −704−1.2% | 減碼 |
| Bridgecreek Investment Management, LLC | 57,110 | $888.3 萬 | 1.29% | −5,825−9.3% | 減碼 |
| McGinn Investment Management, Inc. | 57,050 | $887.4 萬 | 6.35% | −640−1.1% | 減碼 |
| Andesa Financial Management Inc. | 56,927 | $885.6 萬 | 2.67% | −767−1.3% | 減碼 |
| Rench Wealth Management, Inc. | 56,920 | $885.3 萬 | 4.42% | −2,829−4.7% | 減碼 |
| Davis-Rea Ltd. | 56,845 | $884.2 萬 | 4.39% | +578+1.0% | 加碼 |
| Sirios Capital Management L P | 56,768 | $883.0 萬 | 0.77% | −31,107−35.4% | 減碼 |
| Walter & Keenan Financial Consulting Co | 56,737 | $882.3 萬 | 3.04% | −1,700−2.9% | 減碼 |
| Buckley Wealth Management, LLC | 56,694 | $881.8 萬 | 3.03% | −83−0.1% | 減碼 |
| Carroll Financial Associates, Inc. | 56,140 | $873.2 萬 | 0.49% | −1,736−3.0% | 減碼 |
| Frontier Wealth Management LLC | 56,055 | $871.9 萬 | 0.61% | −417−0.7% | 減碼 |
| Family Capital Trust Co | 56,046 | $871.7 萬 | 2.46% | −247−0.4% | 減碼 |
| Investidor Profissional Gestao de Recursos Ltda. | 55,936 | $870.0 萬 | 2.21% | +14,847+36.1% | 加碼 |
| M&R Capital Management Inc | 55,827 | $868.3 萬 | 1.99% | +1,378+2.5% | 加碼 |
| Xcel Wealth Management, LLC | 55,736 | $866.9 萬 | 2.62% | −59−0.1% | 減碼 |
| Miramar Capital, LLC | 56,573 | $866.4 萬 | 3.50% | −308−0.5% | 減碼 |
| Parkwood LLC | 55,686 | $866.1 萬 | 1.52% | −51,528−48.1% | 減碼 |
| Intersect Capital LLC | 55,571 | $864.4 萬 | 1.53% | +2,283+4.3% | 加碼 |
| Pine Ridge Advisers LLC | 55,500 | $863.2 萬 | 2.90% | 00.0% | 不變 |
| Shelton Capital Management | 55,449 | $862.5 萬 | 0.33% | +5,890+11.9% | 加碼 |
| Constitution Capital LLC | 55,218 | $858.9 萬 | 5.26% | −4,250−7.1% | 減碼 |
| Sumitomo Life Insurance Co | 55,169 | $858.1 萬 | 0.27% | −9,437−14.6% | 減碼 |
| Stolper Co | 55,139 | $857.6 萬 | 4.04% | +354+0.6% | 加碼 |
| Princeton Global Asset Management LLC | 55,115 | $857.3 萬 | 2.61% | −133−0.2% | 減碼 |
| Hudson Bay Capital Management LP | 55,000 | $855.5 萬 | 0.11% | +55,000 | 新進 |
| Allied Investment Advisors, LLC | 54,948 | $854.7 萬 | 3.22% | +774+1.4% | 加碼 |
| Perennial Advisors, LLC | 54,624 | $849.6 萬 | 2.47% | +1,150+2.2% | 加碼 |
| WoodTrust Financial Corp | 54,600 | $849.2 萬 | 2.24% | −23,993−30.5% | 減碼 |
| NorthCoast Asset Management LLC | 54,495 | $848.2 萬 | 0.30% | +11,398+26.4% | 加碼 |
| Oak Harvest Investment Services | 54,253 | $843.8 萬 | 2.78% | +1,438+2.7% | 加碼 |
| Bray Capital Advisors | 54,212 | $843.2 萬 | 2.16% | +100.0% | 加碼 |
| BOK Financial Private Wealth, Inc. | 54,132 | $842.0 萬 | 0.69% | +2,401+4.6% | 加碼 |
| Duncker Streett & Co Inc | 54,100 | $841.5 萬 | 1.55% | −3,704−6.4% | 減碼 |
| Wealth Advisory Solutions, LLC | 54,032 | $840.4 萬 | 1.99% | −34,092−38.7% | 減碼 |
| Viking Fund Management LLC | 54,000 | $839.9 萬 | 2.40% | +1,000+1.9% | 加碼 |
| Cadence Bank NA | 53,937 | $838.9 萬 | 2.51% | +142+0.3% | 加碼 |
| Providence Capital Advisors, LLC | 53,933 | $838.9 萬 | 2.74% | +2,803+5.5% | 加碼 |
| Royal Fund Management, LLC | 53,812 | $837.0 萬 | 1.39% | −2,501−4.4% | 減碼 |
| Woodmont Investment Counsel LLC | 53,637 | $834.3 萬 | 1.31% | +81+0.2% | 加碼 |
| Fort Sheridan Advisors LLC | 53,504 | $832.2 萬 | 2.78% | +7,537+16.4% | 加碼 |
| Wright Investors Service Inc | 53,456 | $831.5 萬 | 2.26% | +4,095+8.3% | 加碼 |
| First Hawaiian Bank | 53,327 | $829.5 萬 | 0.34% | −5,524−9.4% | 減碼 |
| River Wealth Advisors LLC | 53,207 | $827.6 萬 | 1.45% | +170.0% | 加碼 |
| Fulcrum Capital LLC | 53,100 | $825.9 萬 | 2.07% | +1,976+3.9% | 加碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 53,076 | $825.5 萬 | 3.36% | +39,066+278.8% | 加碼 |
| Schulhoff & Co Inc | 52,913 | $823.0 萬 | 3.64% | +570+1.1% | 加碼 |
| Waldron Private Wealth LLC | 52,716 | $819.9 萬 | 0.52% | +20,849+65.4% | 加碼 |
| Baldwin Investment Management, LLC | 52,682 | $819.4 萬 | 1.39% | −501−0.9% | 減碼 |
| Altium Wealth Management LLC | 52,659 | $819.1 萬 | 0.60% | −3,068−5.5% | 減碼 |
| Sara-Bay Financial | 52,746 | $819.0 萬 | 3.15% | −89−0.2% | 減碼 |
| Blueshift Asset Management, LLC | 52,638 | $818.7 萬 | 0.45% | −23,800−31.1% | 減碼 |
| Mutual Advisors, LLC | 52,510 | $816.7 萬 | 0.49% | +4,772+10.0% | 加碼 |
| Duality Advisers, LP | 52,352 | $814.3 萬 | 0.72% | +52,352 | 新進 |
| AGF Investments America Inc. | 52,215 | $812.2 萬 | 1.92% | +1,110+2.2% | 加碼 |
| Windward Capital Management Co | 52,189 | $811.7 萬 | 0.75% | −126−0.2% | 減碼 |
| Ascent Wealth Partners, LLC | 52,147 | $811.0 萬 | 1.55% | −346−0.7% | 減碼 |
| Meiji Yasuda Life Insurance Co | 52,001 | $808.8 萬 | 0.15% | −156−0.3% | 減碼 |
| Savant Capital, LLC | 51,998 | $808.8 萬 | 0.33% | +13,801+36.1% | 加碼 |
| Harbor Investment Advisory, LLC | 51,981 | $808.5 萬 | 1.10% | +1,840+3.7% | 加碼 |
| Pacific Global Investment Management CO | 51,862 | $806.7 萬 | 1.60% | +384+0.7% | 加碼 |
| Eudaimonia Partners, LLC | 51,858 | $806.6 萬 | 1.51% | +4,084+8.5% | 加碼 |
| Capstone Financial Advisors, Inc. | 51,458 | $800.4 萬 | 0.63% | +876+1.7% | 加碼 |
| Permanens Capital L.P. | 51,432 | $800.0 萬 | 1.44% | +3,637+7.6% | 加碼 |
| Investment Management of Virginia LLC | 51,429 | $799.9 萬 | 1.54% | −225−0.4% | 減碼 |
| Cardinal Capital Management | 51,180 | $796.1 萬 | 1.68% | −20.0% | 減碼 |
| Cardan Capital Partners, LLC | 51,173 | $795.9 萬 | 0.89% | −1,004−1.9% | 減碼 |
| Garland Capital Management Inc | 51,115 | $795.0 萬 | 5.60% | −600−1.2% | 減碼 |
| Green Square Capital Advisors LLC | 51,024 | $793.6 萬 | 2.17% | −7,443−12.7% | 減碼 |
| Naples Global Advisors, LLC | 50,935 | $792.2 萬 | 1.10% | +1,038+2.1% | 加碼 |
| Lynch & Associates | 50,840 | $790.8 萬 | 2.03% | +2,609+5.4% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 50,749 | $789.3 萬 | 2.33% | +50,749 | 新進 |
| McDonald Partners LLC | 50,659 | $787.9 萬 | 1.86% | −1,143−2.2% | 減碼 |
| QVT Financial LP | 50,262 | $781.8 萬 | 0.53% | 00.0% | 不變 |
| Mirador Capital Partners LP | 50,139 | $779.9 萬 | 1.76% | +1,540+3.2% | 加碼 |
| Parthenon LLC | 50,023 | $778.1 萬 | 1.17% | +456+0.9% | 加碼 |
| Bizma Investimentos Ltda | 50,000 | $777.7 萬 | 4.05% | 00.0% | 不變 |
| JBF Capital, Inc. | 50,000 | $777.7 萬 | 1.81% | 00.0% | 不變 |
| Hamel Associates, Inc. | 49,963 | $777.1 萬 | 2.96% | −542−1.1% | 減碼 |
| Coldstream Capital Management Inc | 49,938 | $776.7 萬 | 0.31% | +2,087+4.4% | 加碼 |
| Sargent Bickham Lagudis LLC | 49,924 | $776.5 萬 | 0.63% | +57+0.1% | 加碼 |
| Arden Trust Co | 49,897 | $776.1 萬 | 1.27% | −100.0% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 49,838 | $775.2 萬 | 0.08% | +3,354+7.2% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 49,814 | $774.4 萬 | 1.14% | +49,814 | 新進 |
| Adalta Capital Management LLC | 49,695 | $773.0 萬 | 4.21% | 00.0% | 不變 |
| Landsberg, Bennett, & Dubbaneh LLC | 50,137 | $772.8 萬 | 1.00% | +325+0.7% | 加碼 |
| Ballast Advisors LLC | 49,668 | $772.5 萬 | 3.27% | −195−0.4% | 減碼 |