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 |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 36,120 | $561.8 萬 | 0.71% | −13,167−26.7% | 減碼 |
| Varma Mutual Pension Insurance Co | 36,125 | $561.8 萬 | 0.08% | 00.0% | 不變 |
| Cottage Street Advisors LLC | 36,114 | $561.7 萬 | 3.33% | −848−2.3% | 減碼 |
| Red Door Wealth Management, LLC | 35,863 | $557.8 萬 | 2.17% | +2,952+9.0% | 加碼 |
| Baugh & Associates, LLC | 35,816 | $557.1 萬 | 3.46% | −390−1.1% | 減碼 |
| Institutional & Family Asset Management, LLC | 35,746 | $556.0 萬 | 0.92% | +2,286+6.8% | 加碼 |
| Excalibur Management Corp | 35,651 | $554.5 萬 | 2.51% | −269−0.7% | 減碼 |
| Shepherd Financial Partners LLC | 35,624 | $554.1 萬 | 1.05% | +762+2.2% | 加碼 |
| Schmidt P J Investment Management Inc | 36,776 | $554.0 萬 | 1.11% | +998+2.8% | 加碼 |
| Stokes Capital Advisors, LLC | 35,580 | $553.4 萬 | 1.81% | +8,284+30.3% | 加碼 |
| V Wealth Advisors LLC | 35,549 | $552.8 萬 | 0.88% | +780+2.2% | 加碼 |
| Cohen Lawrence B | 35,477 | $551.8 萬 | 2.81% | −920−2.5% | 減碼 |
| MidWestOne Financial Group, Inc. | 35,445 | $551.3 萬 | 1.30% | +1,005+2.9% | 加碼 |
| Contravisory Investment Management, Inc. | 35,312 | $549.2 萬 | 1.62% | +35,312 | 新進 |
| YorkBridge Wealth Partners, LLC | 35,066 | $545.4 萬 | 1.42% | +1,716+5.1% | 加碼 |
| Marino, Stram & Associates LLC | 35,066 | $545.4 萬 | 1.42% | +10,108+40.5% | 加碼 |
| E&G Advisors, LP | 0 | $544.6 萬 | 1.48% | −35,312−100.0% | 減碼 |
| Cna Financial Corp | 35,000 | $544.4 萬 | 1.54% | −5,000−12.5% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 35,000 | $544.4 萬 | 0.06% | 00.0% | 不變 |
| Ally Financial Inc. | 35,000 | $544.4 萬 | 0.54% | +15,000+75.0% | 加碼 |
| Fma Advisory Inc | 34,992 | $544.3 萬 | 2.02% | +617+1.8% | 加碼 |
| J.W. Cole Advisors, Inc. | 34,884 | $542.6 萬 | 0.43% | +1,323+3.9% | 加碼 |
| L & S Advisors Inc | 34,856 | $542.2 萬 | 0.58% | −8,776−20.1% | 減碼 |
| Coerente Capital Management | 34,822 | $541.6 萬 | 1.12% | −1,058−2.9% | 減碼 |
| Clarity Financial LLC | 34,739 | $540.3 萬 | 1.04% | +3,974+12.9% | 加碼 |
| Joel Isaacson & Co., LLC | 34,725 | $540.1 萬 | 0.42% | +344+1.0% | 加碼 |
| Horizon Investments, LLC | 34,913 | $539.9 萬 | 0.16% | +9,265+36.1% | 加碼 |
| SPC Financial, Inc. | 34,661 | $539.1 萬 | 0.65% | −30−0.1% | 減碼 |
| Kore Private Wealth LLC | 34,617 | $538.4 萬 | 0.60% | +1,112+3.3% | 加碼 |
| Traynor Capital Management, Inc. | 34,507 | $538.4 萬 | 0.75% | +1,393+4.2% | 加碼 |
| Headinvest, LLC | 34,574 | $537.7 萬 | 1.02% | −10.0% | 減碼 |
| Grandfield & Dodd, LLC | 34,459 | $536.0 萬 | 0.37% | −91−0.3% | 減碼 |
| HAP Trading, LLC | 34,367 | $534.5 萬 | 0.33% | +34,367 | 新進 |
| Western Wealth Management, LLC | 34,290 | $534.3 萬 | 0.55% | +9,886+40.5% | 加碼 |
| Chou Associates Management Inc.大師Chou Associates | 34,275 | $533.1 萬 | 3.12% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 35,037 | $532.3 萬 | 0.96% | −255−0.7% | 減碼 |
| Brick & Kyle, Associates | 34,160 | $531.3 萬 | 2.77% | +1,012+3.1% | 加碼 |
| Marcum Wealth, LLC | 34,011 | $529.0 萬 | 0.86% | +414+1.2% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 33,970 | $528.4 萬 | 4.61% | +260+0.8% | 加碼 |
| CAPROCK Group, Inc. | 33,803 | $525.8 萬 | 0.48% | −2,816−7.7% | 減碼 |
| GM Advisory Group, Inc. | 33,792 | $525.6 萬 | 0.54% | −753−2.2% | 減碼 |
| Enterprise Financial Services Corp | 33,783 | $525.5 萬 | 0.84% | +109+0.3% | 加碼 |
| Opus Investment Management Inc | 33,750 | $524.9 萬 | 0.79% | 00.0% | 不變 |
| Jefferies Group LLC | 33,725 | $524.6 萬 | 0.09% | −4,768−12.4% | 減碼 |
| Avantax Planning Partners, Inc. | 33,681 | $523.9 萬 | 0.25% | −279−0.8% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 33,599 | $522.6 萬 | 1.96% | −140.0% | 減碼 |
| Clarius Group, LLC | 33,599 | $522.6 萬 | 0.47% | +504+1.5% | 加碼 |
| Toroso Investments, LLC | 33,584 | $522.4 萬 | 0.20% | +18,129+117.3% | 加碼 |
| TrinityPoint Wealth, LLC | 33,549 | $521.8 萬 | 1.07% | −583−1.7% | 減碼 |
| Bridgewater Advisors Inc. | 33,446 | $520.2 萬 | 1.65% | +1,987+6.3% | 加碼 |
| Symmetry Partners, LLC | 33,434 | $520.0 萬 | 0.35% | +1,389+4.3% | 加碼 |
| Affinity Investment Advisors, LLC | 33,425 | $519.9 萬 | 2.35% | −16,520−33.1% | 減碼 |
| Terril Brothers, Inc. | 33,418 | $519.8 萬 | 1.22% | −883−2.6% | 減碼 |
| Citizens & Northern Corp | 33,406 | $519.6 萬 | 1.95% | −1,965−5.6% | 減碼 |
| Legacy Financial Advisors, Inc. | 33,329 | $518.4 萬 | 1.31% | +1,122+3.5% | 加碼 |
| Bangor Savings Bank | 33,312 | $518.1 萬 | 0.58% | −347−1.0% | 減碼 |
| Johnson Financial Group, Inc. | 33,298 | $518.0 萬 | 0.34% | +1,285+4.0% | 加碼 |
| Aureus Asset Management, LLC | 33,236 | $517.0 萬 | 0.33% | +4,581+16.0% | 加碼 |
| Jacobi Capital Management LLC | 33,213 | $516.6 萬 | 0.68% | +47+0.1% | 加碼 |
| Asset Dedication, LLC | 33,092 | $514.9 萬 | 0.77% | +7,307+28.3% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $513.3 萬 | 1.43% | 00.0% | 不變 |
| SRN Advisors, LLC | 32,987 | $513.1 萬 | 1.75% | +3,409+11.5% | 加碼 |
| Banco de Sabadell, S.A | 33,000 | $512.9 萬 | 3.41% | −75,635−69.6% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 32,931 | $512.3 萬 | 2.62% | +8,226+33.3% | 加碼 |
| Global Retirement Partners, LLC | 32,927 | $512.1 萬 | 0.52% | +1,056+3.3% | 加碼 |
| Centaurus Financial, Inc. | 32,855 | $511.0 萬 | 0.43% | +4,093+14.2% | 加碼 |
| Duff & Phelps Investment Management Co | 32,815 | $510.4 萬 | 0.07% | −2,780−7.8% | 減碼 |
| TFG Advisers LLC | 32,818 | $510.4 萬 | 2.46% | +91+0.3% | 加碼 |
| Souders Financial Advisors | 32,766 | $509.6 萬 | 1.72% | −576−1.7% | 減碼 |
| O'Shares Investment Advisers, LLC | 32,757 | $509.5 萬 | 0.36% | +800+2.5% | 加碼 |
| Westover Capital Advisors, LLC | 32,732 | $509.1 萬 | 1.63% | −133−0.4% | 減碼 |
| Unison Asset Management LLC | 32,712 | $508.8 萬 | 4.44% | −30.0% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 32,702 | $508.6 萬 | 0.32% | −1,940−5.6% | 減碼 |
| Moloney Securities Asset Management, LLC | 32,659 | $508.0 萬 | 0.92% | +3,858+13.4% | 加碼 |
| Sentry Investment Management LLC | 32,543 | $506.2 萬 | 1.29% | +2,331+7.7% | 加碼 |
| Chicago Trust Co NA | 32,515 | $505.8 萬 | 1.20% | +1,807+5.9% | 加碼 |
| SeaCrest Wealth Management, LLC | 32,441 | $504.6 萬 | 0.61% | −81−0.2% | 減碼 |
| Weil Company, Inc. | 32,421 | $504.3 萬 | 2.55% | −1,500−4.4% | 減碼 |
| BBR Partners, LLC | 32,416 | $504.2 萬 | 0.40% | −2,419−6.9% | 減碼 |
| Triangle Securities Wealth Management | 32,382 | $503.7 萬 | 1.70% | −706−2.1% | 減碼 |
| Principal Street Partners, LLC | 32,380 | $503.6 萬 | 1.33% | −57,691−64.1% | 減碼 |
| Bank Ozk | 32,269 | $501.9 萬 | 2.22% | +347+1.1% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 32,121 | $499.6 萬 | 1.92% | −74−0.2% | 減碼 |
| Redmond Asset Management, LLC | 32,048 | $498.5 萬 | 1.46% | −107−0.3% | 減碼 |
| Equitable Trust Co | 32,053 | $498.5 萬 | 0.32% | +1,075+3.5% | 加碼 |
| Delta Capital Management LLC | 32,025 | $498.1 萬 | 3.08% | −195−0.6% | 減碼 |
| Lincoln Capital LLC | 31,892 | $496.1 萬 | 1.39% | +991+3.2% | 加碼 |
| Exencial Wealth Advisors, LLC | 31,894 | $496.1 萬 | 0.27% | +1,275+4.2% | 加碼 |
| Forte Capital LLC | 31,865 | $495.6 萬 | 0.68% | +6,759+26.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31,854 | $495.4 萬 | 0.50% | +355+1.1% | 加碼 |
| Tiedemann Advisors, LLC | 31,742 | $493.9 萬 | 0.20% | −334−1.0% | 減碼 |
| Bedel Financial Consulting, Inc. | 31,753 | $493.9 萬 | 1.72% | +28+0.1% | 加碼 |
| Fragasso Group Inc. | 31,685 | $492.8 萬 | 0.66% | −11,171−26.1% | 減碼 |
| Horan Capital Advisors, LLC. | 31,674 | $492.7 萬 | 2.22% | −8,519−21.2% | 減碼 |
| Brandywine Oak Private Wealth LLC | 31,561 | $490.9 萬 | 0.57% | +7,449+30.9% | 加碼 |
| Regal Investment Advisors LLC | 31,564 | $490.9 萬 | 0.49% | +31,564 | 新進 |
| Patten Group, Inc. | 31,478 | $489.6 萬 | 1.44% | −275−0.9% | 減碼 |
| Rocky Mountain Advisers, LLC | 31,477 | $489.6 萬 | 6.10% | +30.0% | 加碼 |
| PRW Wealth Management LLC | 31,478 | $489.6 萬 | 1.44% | +29,178+1,268.6% | 加碼 |
| Salem Capital Management Inc | 31,430 | $488.9 萬 | 2.68% | +300+1.0% | 加碼 |