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 |
|---|---|---|---|---|---|
| Jackson Square Capital, LLC | 31,435 | $488.9 萬 | 1.57% | +2,164+7.4% | 加碼 |
| SeaBridge Investment Advisors LLC | 31,381 | $488.1 萬 | 1.57% | −2,379−7.0% | 減碼 |
| MTM Investment Management, LLC | 31,372 | $488.0 萬 | 2.55% | +68+0.2% | 加碼 |
| Family Legacy, Inc. | 32,315 | $487.7 萬 | 2.18% | −62−0.2% | 減碼 |
| Horizon Investment Services, LLC | 31,348 | $487.6 萬 | 2.39% | −145−0.5% | 減碼 |
| Wasatch Advisors Inc | 31,198 | $485.3 萬 | 0.02% | +2,500+8.7% | 加碼 |
| Keebeck Wealth Management, LLC | 31,156 | $484.6 萬 | 0.70% | −2,817−8.3% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 31,139 | $484.3 萬 | 1.31% | +75+0.2% | 加碼 |
| SOL Capital Management CO | 31,032 | $482.7 萬 | 0.96% | −974−3.0% | 減碼 |
| Journey Advisory Group, LLC | 30,950 | $481.4 萬 | 1.53% | +1,681+5.7% | 加碼 |
| Mendel Money Management | 30,872 | $480.2 萬 | 3.02% | +1,222+4.1% | 加碼 |
| Lakeview Capital Partners, LLC | 30,802 | $479.1 萬 | 2.09% | −45−0.1% | 減碼 |
| Paradigm Financial Partners, LLC | 30,730 | $478.0 萬 | 1.19% | +1,199+4.1% | 加碼 |
| Pegasus Asset Management, Inc. | 30,723 | $477.9 萬 | 2.23% | +207+0.7% | 加碼 |
| Sawgrass Asset Management LLC | 30,678 | $477.2 萬 | 0.41% | −85−0.3% | 減碼 |
| First Nebraska Trust Co | 30,607 | $476.1 萬 | 0.62% | −6,753−18.1% | 減碼 |
| West Branch Capital LLC | 30,602 | $476.0 萬 | 2.34% | +383+1.3% | 加碼 |
| Cornercap Investment Counsel Inc | 30,574 | $475.5 萬 | 0.53% | −3,322−9.8% | 減碼 |
| Apollon Wealth Management, LLC | 30,497 | $474.3 萬 | 0.85% | −310−1.0% | 減碼 |
| Townsend Asset Management Corp | 30,452 | $473.6 萬 | 2.63% | +1,734+6.0% | 加碼 |
| Trustco Bank Corp N Y | 30,433 | $473.4 萬 | 4.26% | −2,850−8.6% | 減碼 |
| Pegasus Partners Ltd. | 30,433 | $473.4 萬 | 0.92% | −374−1.2% | 減碼 |
| First Personal Financial Services | 30,384 | $472.6 萬 | 1.21% | +465+1.6% | 加碼 |
| Congress Park Capital LLC | 30,345 | $472.0 萬 | 2.36% | −387−1.3% | 減碼 |
| TRUE Private Wealth Advisors | 30,318 | $471.5 萬 | 0.70% | −1,750−5.5% | 減碼 |
| First Interstate Bank | 30,288 | $471.1 萬 | 0.50% | +30,288 | 新進 |
| Country Club Trust Company, n.a. | 30,477 | $469.8 萬 | 0.41% | +1,118+3.8% | 加碼 |
| Brighton Jones LLC | 30,153 | $469.0 萬 | 0.24% | +34+0.1% | 加碼 |
| Thoroughbred Financial Services, LLC | 30,152 | $469.0 萬 | 1.17% | +770+2.6% | 加碼 |
| Fusion Capital, LLC | 30,134 | $468.7 萬 | 2.82% | +926+3.2% | 加碼 |
| Trustmark National Bank Trust Department | 30,127 | $468.6 萬 | 0.37% | +392+1.3% | 加碼 |
| Stony Point Wealth Management Inc. | 30,103 | $468.2 萬 | 3.04% | +2,987+11.0% | 加碼 |
| Capital Insight Partners, LLC | 30,079 | $467.8 萬 | 1.06% | +37+0.1% | 加碼 |
| Old Dominion Capital Management Inc | 30,025 | $467.0 萬 | 1.00% | −397−1.3% | 減碼 |
| Meridian Management Co | 30,020 | $466.9 萬 | 1.38% | −8,168−21.4% | 減碼 |
| Zuckerman Investment Group, LLC | 30,005 | $466.7 萬 | 0.74% | −352−1.2% | 減碼 |
| DT Investment Partners, LLC | 29,999 | $466.6 萬 | 0.65% | −5,702−16.0% | 減碼 |
| Monetta Financial Services Inc | 30,000 | $466.6 萬 | 3.60% | 00.0% | 不變 |
| Allen Holding Inc | 30,000 | $466.6 萬 | 0.71% | 00.0% | 不變 |
| Bleichroeder LP | 30,000 | $466.6 萬 | 0.70% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 30,000 | $466.6 萬 | 0.25% | +30,000 | 新進 |
| Rosenblum Silverman Sutton S F Inc | 29,964 | $466.1 萬 | 1.05% | +215+0.7% | 加碼 |
| Investors Asset Management of Georgia Inc | 29,912 | $465.2 萬 | 2.50% | −70.0% | 減碼 |
| Triasima Portfolio Management inc. | 29,900 | $465.1 萬 | 0.23% | +7,400+32.9% | 加碼 |
| Monarch Capital Management Inc | 29,828 | $463.9 萬 | 1.33% | +6,325+26.9% | 加碼 |
| Addison Capital Co | 29,730 | $462.4 萬 | 2.26% | −409−1.4% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $462.0 萬 | 1.50% | 00.0% | 不變 |
| Brookmont Capital Management | 29,688 | $461.8 萬 | 2.79% | −144−0.5% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 29,672 | $461.5 萬 | 2.12% | +10,941+58.4% | 加碼 |
| Goelzer Investment Management, Inc. | 29,584 | $460.1 萬 | 0.38% | +2,631+9.8% | 加碼 |
| Kavar Capital Partners Group, LLC | 29,570 | $459.9 萬 | 1.11% | +1,015+3.6% | 加碼 |
| Amarillo National Bank | 29,442 | $457.9 萬 | 1.31% | −240−0.8% | 減碼 |
| Sheets Smith Wealth Management | 29,440 | $457.9 萬 | 0.62% | +349+1.2% | 加碼 |
| Reliant Investment Management, LLC | 29,390 | $457.1 萬 | 2.10% | −275−0.9% | 減碼 |
| Trustcore Financial Services, LLC | 29,295 | $455.6 萬 | 0.48% | −295−1.0% | 減碼 |
| Checchi Capital Advisers, LLC | 29,246 | $454.9 萬 | 0.56% | −1,077−3.6% | 減碼 |
| Gries Financial LLC | 29,998 | $453.7 萬 | 1.46% | −166−0.6% | 減碼 |
| Alta Capital Management LLC | 29,140 | $453.2 萬 | 0.13% | +1,764+6.4% | 加碼 |
| Enterprise Bank & Trust Co | 29,085 | $452.4 萬 | 1.79% | −875−2.9% | 減碼 |
| Shelter Mutual Insurance Co | 29,000 | $451.1 萬 | 1.26% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 28,972 | $450.6 萬 | 0.55% | +6,043+26.4% | 加碼 |
| Cornerstone Wealth Group, LLC | 30,633 | $450.2 萬 | 0.92% | +900+3.0% | 加碼 |
| Van Den Berg Management I, Inc | 28,917 | $449.8 萬 | 0.88% | −441−1.5% | 減碼 |
| Winning Points Advisors, LLC | 28,890 | $449.7 萬 | 3.37% | −3,700−11.4% | 減碼 |
| Ritholtz Wealth Management | 28,913 | $449.7 萬 | 0.32% | +3,980+16.0% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 28,892 | $449.4 萬 | 1.50% | +605+2.1% | 加碼 |
| Pitcairn Co | 28,829 | $448.4 萬 | 0.30% | −364−1.2% | 減碼 |
| Lafayette Investments, Inc. | 28,724 | $446.8 萬 | 1.22% | +471+1.7% | 加碼 |
| Hilltop Holdings Inc. | 28,679 | $446.0 萬 | 0.50% | +3,822+15.4% | 加碼 |
| Origin Asset Management LLP | 28,672 | $446.0 萬 | 0.50% | +5,500+23.7% | 加碼 |
| Canal Capital Management, LLC | 28,522 | $443.6 萬 | 1.28% | +259+0.9% | 加碼 |
| Smithfield Trust Co | 28,473 | $442.9 萬 | 0.29% | −3,264−10.3% | 減碼 |
| Mathes Company, Inc. | 28,263 | $439.6 萬 | 1.58% | −540−1.9% | 減碼 |
| Centiva Capital, LP | 28,225 | $439.0 萬 | 0.34% | +8,718+44.7% | 加碼 |
| Altfest L J & Co Inc | 28,185 | $438.4 萬 | 0.95% | +275+1.0% | 加碼 |
| Tiemann Investment Advisors, LLC | 28,114 | $437.3 萬 | 2.05% | −435−1.5% | 減碼 |
| Markston International LLC | 28,062 | $436.5 萬 | 2.65% | −92,843−76.8% | 減碼 |
| Chesapeake Wealth Management | 28,014 | $435.7 萬 | 1.41% | −1,107−3.8% | 減碼 |
| Platform Technology Partners | 28,005 | $435.6 萬 | 1.79% | +28,005 | 新進 |
| Credit Capital Investments LLC | 28,000 | $435.5 萬 | 3.76% | −2,500−8.2% | 減碼 |
| Hudock, Inc. | 27,944 | $434.6 萬 | 1.29% | +462+1.7% | 加碼 |
| Act Two Investors LLC | 27,912 | $434.1 萬 | 0.85% | −68−0.2% | 減碼 |
| Zurich Insurance Group Ltd | 27,800 | $432.4 萬 | 0.05% | 00.0% | 不變 |
| Trust Asset Management LLC | 27,743 | $431.5 萬 | 0.59% | +3,200+13.0% | 加碼 |
| tru Independence LLC | 27,613 | $429.5 萬 | 1.27% | −5,151−15.7% | 減碼 |
| Comerica Securities,inc. | 27,594 | $429.2 萬 | 0.32% | −13,768−33.3% | 減碼 |
| GSB Wealth Management, LLC | 27,596 | $429.2 萬 | 1.34% | +301+1.1% | 加碼 |
| Goodwin Daniel L | 27,552 | $428.6 萬 | 2.04% | +322+1.2% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 27,505 | $427.8 萬 | 0.14% | −4,979−15.3% | 減碼 |
| Violich Capital Management, Inc. | 27,493 | $427.6 萬 | 0.72% | +2,545+10.2% | 加碼 |
| Charles Schwab Trust Co | 27,450 | $427.0 萬 | 0.84% | +2,928+11.9% | 加碼 |
| Baker Tilly Wealth Management, LLC | 27,433 | $426.7 萬 | 0.69% | +456+1.7% | 加碼 |
| Bank Hapoalim BM | 27,400 | $426.2 萬 | 0.49% | −1,231−4.3% | 減碼 |
| Morgan Jess S & Co Inc | 27,374 | $425.8 萬 | 2.80% | −328−1.2% | 減碼 |
| Hall Capital Management Co Inc | 27,353 | $425.4 萬 | 2.75% | +27,353 | 新進 |
| American National Registered Investment Advisor, Inc. | 27,328 | $425.1 萬 | 1.52% | −790−2.8% | 減碼 |
| Argus Investors' Counsel, Inc. | 27,252 | $423.9 萬 | 1.72% | −1,868−6.4% | 減碼 |
| Convergence Investment Partners, LLC | 27,251 | $423.9 萬 | 1.82% | +423+1.6% | 加碼 |
| Canvas Wealth Advisors, LLC | 27,089 | $421.3 萬 | 1.89% | +1,988+7.9% | 加碼 |
| Old Port Advisors | 27,086 | $420.2 萬 | 1.51% | −110−0.4% | 減碼 |