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 |
|---|---|---|---|---|---|
| Nixon Peabody Trust Co | 49,587 | $771.3 萬 | 2.97% | −2,010−3.9% | 減碼 |
| Stamos Capital Partners, L.P. | 49,540 | $770.5 萬 | 4.06% | −13,160−21.0% | 減碼 |
| WealthPLAN Partners, LLC | 47,737 | $769.3 萬 | 0.54% | −639−1.3% | 減碼 |
| Cumberland Advisors Inc | 49,455 | $769.2 萬 | 1.80% | +8,105+19.6% | 加碼 |
| Roundview Capital LLC | 49,307 | $766.9 萬 | 0.86% | +1,101+2.3% | 加碼 |
| Granite Investment Partners, LLC | 49,254 | $766.1 萬 | 0.24% | −931−1.9% | 減碼 |
| Wittenberg Investment Management, Inc. | 49,142 | $764.4 萬 | 3.08% | +326+0.7% | 加碼 |
| K.J. Harrison & Partners Inc | 48,965 | $762.3 萬 | 1.09% | −5,849−10.7% | 減碼 |
| MKP Capital Management, L.L.C. | 48,900 | $760.6 萬 | 0.91% | +48,900 | 新進 |
| Q Capital Solutions | 48,625 | $756.3 萬 | 5.69% | −22,375−31.5% | 減碼 |
| Stokes Family Office, LLC | 48,626 | $756.3 萬 | 1.07% | +427+0.9% | 加碼 |
| Nelson Capital Management, LLC | 48,539 | $755.0 萬 | 1.53% | +237+0.5% | 加碼 |
| Davy Global Fund Management Ltd | 48,509 | $754.5 萬 | 1.15% | −448−0.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 48,430 | $753.3 萬 | 0.40% | +5,988+14.1% | 加碼 |
| Altavista Wealth Management, Inc. | 48,351 | $752.1 萬 | 1.64% | +834+1.8% | 加碼 |
| Parallel Advisors, LLC | 48,208 | $749.8 萬 | 0.32% | +2,128+4.6% | 加碼 |
| Frisch Financial Group, Inc. | 48,028 | $747.0 萬 | 2.35% | −1,547−3.1% | 減碼 |
| Avitas Wealth Management LLC | 47,907 | $745.1 萬 | 1.33% | +949+2.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 47,853 | $744.3 萬 | 0.90% | +39,891+501.0% | 加碼 |
| Ipswich Investment Management Co., Inc. | 47,791 | $743.3 萬 | 1.90% | +2,206+4.8% | 加碼 |
| Gotham Asset Management, LLC | 47,659 | $741.3 萬 | 0.31% | +13,427+39.2% | 加碼 |
| Integrated Wealth Concepts LLC | 47,525 | $739.2 萬 | 0.26% | +4,731+11.1% | 加碼 |
| Citizens National Bank Trust Department | 47,520 | $739.1 萬 | 2.11% | −1,230−2.5% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 47,462 | $738.2 萬 | 0.92% | +5,572+13.3% | 加碼 |
| Arjuna Capital | 47,432 | $737.8 萬 | 3.19% | +781+1.7% | 加碼 |
| HighTower Trust Services, LTA | 47,274 | $735.3 萬 | 0.90% | −107−0.2% | 減碼 |
| Wisconsin Capital Management LLC | 47,260 | $735.1 萬 | 2.88% | +21,975+86.9% | 加碼 |
| One Capital Management, LLC | 47,155 | $733.4 萬 | 0.65% | +3,081+7.0% | 加碼 |
| M Holdings Securities, Inc. | 47,144 | $733.3 萬 | 0.72% | −3,724−7.3% | 減碼 |
| KG&L Capital Management,LLC | 47,143 | $733.3 萬 | 3.35% | +2,578+5.8% | 加碼 |
| Harbour Capital Advisors, LLC | 47,083 | $732.3 萬 | 1.97% | +79+0.2% | 加碼 |
| Redwood Investments, LLC | 46,950 | $730.3 萬 | 0.59% | +23,745+102.3% | 加碼 |
| EagleClaw Capital Managment, LLC | 46,906 | $729.6 萬 | 1.89% | +1,385+3.0% | 加碼 |
| Northstar Investment Advisors LLC | 47,926 | $727.4 萬 | 0.96% | +3,950+9.0% | 加碼 |
| Bridge Creek Capital Management LLC | 46,737 | $727.0 萬 | 2.74% | −965−2.0% | 減碼 |
| Hallmark Capital Management Inc | 46,625 | $725.2 萬 | 0.61% | +1,194+2.6% | 加碼 |
| Pallas Capital Advisors LLC | 47,671 | $721.0 萬 | 1.01% | +6,556+15.9% | 加碼 |
| RPG Investment Advisory, LLC | 46,251 | $719.4 萬 | 1.17% | +1,741+3.9% | 加碼 |
| Martin Capital Partners, LLC | 46,109 | $717.2 萬 | 3.64% | +424+0.9% | 加碼 |
| Wintrust Investments LLC | 46,039 | $716.1 萬 | 0.74% | +2,166+4.9% | 加碼 |
| RBF Capital, LLC | 46,000 | $715.5 萬 | 0.40% | −1,700−3.6% | 減碼 |
| La Financiere de L'Echiquier | 46,000 | $715.5 萬 | 0.27% | +6,000+15.0% | 加碼 |
| American National Bank | 45,853 | $713.2 萬 | 1.53% | +100+0.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 45,761 | $711.9 萬 | 0.68% | −3,431−7.0% | 減碼 |
| Asset Planning Services Inc | 45,757 | $711.7 萬 | 4.11% | −350−0.8% | 減碼 |
| Hendley & Co Inc | 45,615 | $709.5 萬 | 2.37% | −270−0.6% | 減碼 |
| Elk River Wealth Management, LLC | 45,608 | $709.4 萬 | 1.84% | +1,270+2.9% | 加碼 |
| Aviance Capital Partners, LLC | 45,584 | $709.0 萬 | 1.24% | +1,695+3.9% | 加碼 |
| HGK Asset Management Inc | 45,540 | $708.3 萬 | 2.26% | −1,165−2.5% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 45,460 | $707.1 萬 | 0.65% | +845+1.9% | 加碼 |
| Homrich & Berg | 45,130 | $702.0 萬 | 0.16% | +17,078+60.9% | 加碼 |
| Berkshire Bank | 45,112 | $701.7 萬 | 1.70% | −145−0.3% | 減碼 |
| Unified Trust Company, N.A. | 45,069 | $701.0 萬 | 2.08% | +2,711+6.4% | 加碼 |
| Taal Capital Management LP | 45,000 | $699.9 萬 | 6.16% | 00.0% | 不變 |
| Signaturefd, LLC | 44,922 | $698.7 萬 | 0.28% | +3,219+7.7% | 加碼 |
| Beacon Financial Group | 46,631 | $698.1 萬 | 1.00% | +28+0.1% | 加碼 |
| Clear Harbor Asset Management, LLC | 44,744 | $696.0 萬 | 0.85% | −907−2.0% | 減碼 |
| DF Dent & Co Inc | 44,528 | $692.6 萬 | 0.07% | −4,768−9.7% | 減碼 |
| Selway Asset Management | 44,520 | $692.5 萬 | 3.71% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 44,514 | $692.4 萬 | 0.35% | +690+1.6% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 44,485 | $691.9 萬 | 1.88% | +609+1.4% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 44,348 | $689.8 萬 | 1.45% | −2,971−6.3% | 減碼 |
| Argyle Capital Management Inc. | 44,162 | $686.9 萬 | 2.22% | 00.0% | 不變 |
| Lake Street Financial LLC | 43,585 | $684.6 萬 | 1.74% | −638−1.4% | 減碼 |
| Pensionfund Sabic | 44,000 | $684.4 萬 | 1.46% | 00.0% | 不變 |
| Brave Asset Management Inc | 43,952 | $683.6 萬 | 2.01% | +985+2.3% | 加碼 |
| McRae Capital Management Inc | 43,877 | $682.5 萬 | 1.56% | +200+0.5% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 43,687 | $679.5 萬 | 1.60% | +705+1.6% | 加碼 |
| Smithbridge Asset Management Inc | 43,640 | $678.8 萬 | 2.21% | +630+1.5% | 加碼 |
| North Star Asset Management Inc | 43,639 | $678.8 萬 | 0.38% | +8,089+22.8% | 加碼 |
| Bristlecone Advisors, LLC | 43,631 | $678.6 萬 | 0.92% | +932+2.2% | 加碼 |
| BDO Wealth Advisors, LLC | 43,540 | $677.2 萬 | 0.75% | −1,014−2.3% | 減碼 |
| Guyasuta Investment Advisors Inc | 43,345 | $674.2 萬 | 0.48% | −220−0.5% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 46,803 | $673.8 萬 | 0.47% | +22,801+95.0% | 加碼 |
| Security National Trust Co | 43,269 | $673.0 萬 | 1.50% | −1,070−2.4% | 減碼 |
| Source Financial Advisors LLC | 43,217 | $672.2 萬 | 1.73% | −51−0.1% | 減碼 |
| SevenBridge Financial Group, LLC | 43,149 | $671.1 萬 | 2.19% | +317+0.7% | 加碼 |
| Peloton Wealth Strategists | 43,149 | $671.1 萬 | 2.77% | +365+0.9% | 加碼 |
| Claybrook Capital, LLC | 43,149 | $671.1 萬 | 2.19% | +41,749+2,982.1% | 加碼 |
| Veriti Management LLC | 43,086 | $670.2 萬 | 1.00% | +11,315+35.6% | 加碼 |
| Fundamentun, LLC | 43,050 | $669.6 萬 | 1.84% | +4,596+12.0% | 加碼 |
| Gyroscope Capital Management Group, LLC | 43,048 | $669.6 萬 | 2.35% | +43,048 | 新進 |
| Consolidated Investment Group LLC | 42,992 | $668.7 萬 | 1.11% | 00.0% | 不變 |
| Mid Atlantic Financial Management Inc | 42,883 | $667.0 萬 | 0.45% | +2,378+5.9% | 加碼 |
| Copeland Capital Management, LLC | 42,856 | $666.6 萬 | 0.20% | +2,505+6.2% | 加碼 |
| Baker Ellis Asset Management LLC | 42,850 | $666.5 萬 | 1.31% | +1,060+2.5% | 加碼 |
| Hohimer Wealth Management, LLC | 42,804 | $665.8 萬 | 1.36% | +1,855+4.5% | 加碼 |
| Systematic Alpha Investments, LLC | 41,804 | $665.8 萬 | 0.30% | +17,104+69.2% | 加碼 |
| Resources Investment Advisors, LLC. | 42,800 | $665.7 萬 | 0.27% | +1,241+3.0% | 加碼 |
| Live Oak Private Wealth LLC | 42,764 | $665.2 萬 | 1.47% | +1,268+3.1% | 加碼 |
| Community Bank & Trust, Waco, Texas | 42,759 | $665.1 萬 | 2.17% | +626+1.5% | 加碼 |
| White Pine Investment CO | 42,746 | $664.9 萬 | 2.29% | +356+0.8% | 加碼 |
| Brewin Dolphin Wealth Management Ltd | 42,728 | $664.6 萬 | 0.81% | −240−0.6% | 減碼 |
| Boyd Watterson Asset Management LLC | 42,521 | $661.4 萬 | 2.67% | +25+0.1% | 加碼 |
| Abbrea Capital, LLC | 42,166 | $655.8 萬 | 0.98% | −161−0.4% | 減碼 |
| Whalerock Point Partners, LLC | 42,158 | $655.7 萬 | 2.52% | +507+1.2% | 加碼 |
| Strategic Advisors LLC | 42,121 | $655.1 萬 | 1.70% | +788+1.9% | 加碼 |
| Howland Capital Management LLC | 42,061 | $654.2 萬 | 0.34% | −463−1.1% | 減碼 |
| Radnor Capital Management, LLC | 42,034 | $653.8 萬 | 2.21% | +850+2.1% | 加碼 |
| Granite Investment Advisors, LLC | 42,012 | $653.5 萬 | 1.02% | −5,140−10.9% | 減碼 |