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 |
|---|---|---|---|---|---|
| Harrell Investment Partners, LLC | 42,000 | $653.3 萬 | 2.12% | +2,743+7.0% | 加碼 |
| American Money Management, LLC | 41,918 | $652.0 萬 | 2.21% | +239+0.6% | 加碼 |
| Covington Investment Advisors Inc. | 41,859 | $651.1 萬 | 1.43% | +730+1.8% | 加碼 |
| Van Strum & Towne Inc. | 41,853 | $651.0 萬 | 3.12% | −425−1.0% | 減碼 |
| Baldwin Brothers Inc | 41,830 | $650.6 萬 | 0.71% | +20,373+94.9% | 加碼 |
| Intrust Bank NA | 41,784 | $649.9 萬 | 0.88% | −161−0.4% | 減碼 |
| Huber Capital Management LLC | 41,723 | $649.0 萬 | 1.66% | 00.0% | 不變 |
| Gamble Jones Investment Counsel | 41,529 | $645.9 萬 | 0.42% | +294+0.7% | 加碼 |
| Budros, Ruhlin & Roe, Inc. | 41,473 | $645.1 萬 | 0.71% | +451+1.1% | 加碼 |
| Gibraltar Capital Management, Inc. | 42,528 | $641.9 萬 | 3.21% | +3,179+8.1% | 加碼 |
| AdvisorNet Financial, Inc | 41,185 | $640.6 萬 | 0.43% | −1,295−3.0% | 減碼 |
| Abbot Financial Management, Inc. | 41,181 | $640.5 萬 | 2.80% | +160+0.4% | 加碼 |
| David Loasby | 41,081 | $639.0 萬 | 0.83% | +321+0.8% | 加碼 |
| Essex Financial Services, Inc. | 41,889 | $637.7 萬 | 0.92% | 00.0% | 不變 |
| Concentric Wealth Management, LLC | 40,987 | $637.5 萬 | 1.95% | +267+0.7% | 加碼 |
| LVW Advisors, LLC | 40,978 | $637.4 萬 | 1.13% | +206+0.5% | 加碼 |
| Corbenic Partners LLC | 40,956 | $637.0 萬 | 1.67% | +2,186+5.6% | 加碼 |
| Somerset Trust Co | 40,935 | $636.7 萬 | 2.60% | +224+0.6% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 40,898 | $636.1 萬 | 1.61% | +273+0.7% | 加碼 |
| Annex Advisory Services, LLC | 40,840 | $635.0 萬 | 0.51% | +2,845+7.5% | 加碼 |
| Lincoln Capital Corp | 40,821 | $634.9 萬 | 3.62% | −523−1.3% | 減碼 |
| Brown Miller Wealth Management, LLC | 40,727 | $633.4 萬 | 4.05% | +601+1.5% | 加碼 |
| Univest Financial Corp | 40,697 | $633.0 萬 | 1.74% | +30.0% | 加碼 |
| Buckhead Capital Management LLC | 40,520 | $630.2 萬 | 1.40% | −177−0.4% | 減碼 |
| Ballentine Partners, LLC | 40,495 | $629.8 萬 | 0.22% | +899+2.3% | 加碼 |
| Oxford Financial Group Ltd | 40,355 | $627.7 萬 | 0.84% | +579+1.5% | 加碼 |
| Essex Investment Management Co LLC | 40,329 | $627.3 萬 | 0.73% | +12,152+43.1% | 加碼 |
| Spectrum Management Group, LLC | 40,193 | $625.2 萬 | 1.10% | +3,712+10.2% | 加碼 |
| Exchange Capital Management, Inc. | 40,155 | $624.6 萬 | 1.20% | −29−0.1% | 減碼 |
| BKD Wealth Advisors, LLC | 40,018 | $622.4 萬 | 0.29% | −2,325−5.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 39,992 | $622.0 萬 | 0.07% | −36,172−47.5% | 減碼 |
| Fieldpoint Private Securities, LLC | 38,974 | $620.7 萬 | 1.36% | +1,058+2.8% | 加碼 |
| Moneta Group Investment Advisors LLC | 39,900 | $620.6 萬 | 0.29% | +1,465+3.8% | 加碼 |
| Swarthmore Group Inc | 39,856 | $619.9 萬 | 1.60% | +39,856 | 新進 |
| Mechanics Bank Trust Department | 39,795 | $619.0 萬 | 1.02% | −1,388−3.4% | 減碼 |
| Dorchester Wealth Management Co | 39,788 | $618.9 萬 | 1.42% | −690−1.7% | 減碼 |
| ACG Wealth | 39,665 | $617.0 萬 | 0.78% | −2,442−5.8% | 減碼 |
| Kempen Capital Management N.V. | 42,575 | $617.0 萬 | 0.22% | +18,015+73.4% | 加碼 |
| Paradigm Asset Management Co LLC | 39,650 | $616.7 萬 | 1.57% | −100−0.3% | 減碼 |
| Stratos Wealth Advisors, LLC | 39,592 | $615.8 萬 | 0.54% | +4,660+13.3% | 加碼 |
| Parcion Private Wealth LLC | 39,500 | $614.4 萬 | 0.62% | −532−1.3% | 減碼 |
| Mader & Shannon Wealth Management, Inc. | 39,476 | $614.0 萬 | 3.16% | +782+2.0% | 加碼 |
| Banco BTG Pactual S.A. | 39,463 | $613.8 萬 | 4.85% | +9,451+31.5% | 加碼 |
| Wellington Shields & Co., LLC | 39,417 | $613.1 萬 | 2.02% | −980−2.4% | 減碼 |
| Welch Group, LLC | 39,371 | $612.4 萬 | 0.42% | +1,710+4.5% | 加碼 |
| Heritage Wealth Advisors | 39,215 | $609.9 萬 | 0.38% | −8,704−18.2% | 減碼 |
| Ergoteles LLC | 39,115 | $608.4 萬 | 0.14% | +39,115 | 新進 |
| Connable Office Inc | 39,085 | $607.9 萬 | 0.84% | −1,265−3.1% | 減碼 |
| IHT Wealth Management, LLC | 39,066 | $607.6 萬 | 0.39% | +3,987+11.4% | 加碼 |
| Value Partners Investments Inc. | 39,081 | $607.4 萬 | 0.50% | −100−0.3% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 39,009 | $606.8 萬 | 0.28% | −3,277−7.7% | 減碼 |
| Marietta Wealth Management, LLC | 38,990 | $606.5 萬 | 1.37% | +278+0.7% | 加碼 |
| Andra AP-fonden | 38,900 | $605.1 萬 | 0.12% | +11,200+40.4% | 加碼 |
| Bank of New Hampshire | 38,868 | $604.6 萬 | 1.62% | +38,868 | 新進 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 38,768 | $603.0 萬 | 0.85% | −455−1.2% | 減碼 |
| Change Path, LLC | 38,723 | $602.3 萬 | 0.37% | +434+1.1% | 加碼 |
| Surevest, LLC | 38,626 | $600.8 萬 | 1.57% | +4,584+13.5% | 加碼 |
| Fulton Bank, N.A. | 38,441 | $597.9 萬 | 0.28% | +308+0.8% | 加碼 |
| JustInvest LLC | 38,386 | $597.1 萬 | 0.63% | +6,019+18.6% | 加碼 |
| Capital Analysts, LLC | 38,298 | $595.7 萬 | 0.40% | −1,325−3.3% | 減碼 |
| Premier Fund Managers Ltd | 38,639 | $595.6 萬 | 0.20% | +4,850+14.4% | 加碼 |
| Werlinich Asset Management, LLC | 38,265 | $595.2 萬 | 4.81% | 00.0% | 不變 |
| Advanced Asset Management Advisors Inc | 38,246 | $594.9 萬 | 1.26% | +10.0% | 加碼 |
| Family Management Corp | 38,163 | $593.6 萬 | 1.57% | +2,908+8.2% | 加碼 |
| Chemung Canal Trust Co | 38,143 | $593.3 萬 | 1.13% | −805−2.1% | 減碼 |
| Chronos Wealth Management, LLC | 38,115 | $592.8 萬 | 4.07% | +1,557+4.3% | 加碼 |
| Castleark Management LLC | 38,070 | $592.1 萬 | 0.20% | 00.0% | 不變 |
| Meritage Portfolio Management | 37,968 | $590.6 萬 | 0.36% | +1,038+2.8% | 加碼 |
| Strategic Financial Services, Inc, | 37,914 | $589.7 萬 | 0.47% | −1,919−4.8% | 減碼 |
| R.m.sincerbeaux Capital Management LLC | 37,890 | $589.3 萬 | 3.73% | 00.0% | 不變 |
| Montecito Bank & Trust | 37,887 | $589.3 萬 | 1.13% | +357+1.0% | 加碼 |
| Barometer Capital Management Inc. | 37,988 | $587.5 萬 | 1.12% | −33,032−46.5% | 減碼 |
| Kinneret Advisory, LLC | 37,734 | $586.9 萬 | 0.69% | 00.0% | 不變 |
| Karp Capital Management Corp | 37,602 | $584.9 萬 | 0.87% | +2,374+6.7% | 加碼 |
| Northwest Bancshares, Inc. | 37,490 | $583.1 萬 | 1.32% | −110.0% | 減碼 |
| Vectors Research Management, LLC | 37,489 | $583.1 萬 | 1.49% | +1,258+3.5% | 加碼 |
| HNP Capital LLC | 37,489 | $583.1 萬 | 1.54% | +1,405+3.9% | 加碼 |
| Silvant Capital Management LLC | 37,461 | $582.7 萬 | 0.92% | −790−2.1% | 減碼 |
| CPWM, LLC | 37,401 | $581.7 萬 | 0.44% | +5,147+16.0% | 加碼 |
| Augustine Asset Management Inc | 37,282 | $579.9 萬 | 2.99% | −3,147−7.8% | 減碼 |
| City Holding Co | 37,243 | $579.3 萬 | 1.02% | +1,926+5.5% | 加碼 |
| Walleye Trading LLC | 37,203 | $578.7 萬 | 0.15% | +37,203 | 新進 |
| Belpointe Asset Management LLC | 37,148 | $577.8 萬 | 0.42% | +5,888+18.8% | 加碼 |
| Alpha Omega Wealth Management LLC | 37,115 | $577.3 萬 | 0.95% | −85−0.2% | 減碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 37,000 | $575.5 萬 | 3.61% | +37,000 | 新進 |
| Bowling Portfolio Management LLC | 36,967 | $575.0 萬 | 1.28% | −8,443−18.6% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 36,943 | $574.6 萬 | 2.12% | −609−1.6% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 36,927 | $574.4 萬 | 1.11% | +364+1.0% | 加碼 |
| Empirical Finance, LLC | 36,902 | $574.0 萬 | 0.94% | +5,273+16.7% | 加碼 |
| Stillwater Investment Management, LLC | 36,857 | $573.3 萬 | 1.52% | −20.0% | 減碼 |
| MRJ Capital Inc | 36,766 | $571.8 萬 | 3.33% | −590−1.6% | 減碼 |
| Van Eck Associates Corp | 36,589 | $569.1 萬 | 0.01% | −10,813−22.8% | 減碼 |
| Summit Global Investments | 36,658 | $569.0 萬 | 0.34% | −55,699−60.3% | 減碼 |
| Meridian Wealth Advisors, LLC | 36,514 | $567.9 萬 | 1.61% | +3,652+11.1% | 加碼 |
| Mandatum Life Insurance Co Ltd | 36,500 | $567.7 萬 | 1.03% | 00.0% | 不變 |
| Mitchell Capital Management Co | 36,490 | $567.6 萬 | 1.25% | +2,485+7.3% | 加碼 |
| PFG Advisors | 36,283 | $564.3 萬 | 0.65% | +456+1.3% | 加碼 |
| New England Investment & Retirement Group, Inc. | 36,179 | $562.7 萬 | 1.22% | −292−0.8% | 減碼 |
| Hedeker Wealth, LLC | 36,175 | $562.6 萬 | 1.75% | −1,100−3.0% | 減碼 |
| Oliver Luxxe Assets LLC | 36,154 | $562.3 萬 | 1.54% | −78−0.2% | 減碼 |