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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| Pathstone Family Office, LLC | 23,585 | $366.8 萬 | 0.11% | +4,424+23.1% | 加碼 |
| First Business Financial Services, Inc. | 23,567 | $366.6 萬 | 0.43% | +2,255+10.6% | 加碼 |
| Optimum Investment Advisors | 23,543 | $366.2 萬 | 1.14% | −6,392−21.4% | 減碼 |
| Geier Asset Management, Inc. | 23,528 | $366.0 萬 | 2.56% | −679−2.8% | 減碼 |
| Csenge Advisory Group | 23,291 | $365.8 萬 | 0.33% | +3,314+16.6% | 加碼 |
| FLC Capital Advisors | 23,473 | $365.1 萬 | 1.07% | −602−2.5% | 減碼 |
| 55I, LLC | 23,383 | $363.7 萬 | 0.13% | +3,336+16.6% | 加碼 |
| Selective Wealth Management, Inc. | 23,363 | $363.4 萬 | 2.90% | −4,531−16.2% | 減碼 |
| SlateStone Wealth, LLC | 23,342 | $363.1 萬 | 0.83% | −1,538−6.2% | 減碼 |
| Hayek Kallen Investment Management | 23,336 | $363.0 萬 | 1.53% | +120+0.5% | 加碼 |
| SOA Wealth Advisors, LLC. | 23,158 | $360.2 萬 | 0.93% | −383−1.6% | 減碼 |
| Spirit of America Management Corp | 23,142 | $360.0 萬 | 0.77% | −750−3.1% | 減碼 |
| WD Rutherford LLC | 23,135 | $359.8 萬 | 2.00% | +160+0.7% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 23,131 | $359.8 萬 | 0.18% | +914+4.1% | 加碼 |
| TCG Advisory Services, LLC | 23,103 | $359.3 萬 | 0.97% | −2,397−9.4% | 減碼 |
| Nichols & Pratt Advisers LLP | 23,093 | $359.2 萬 | 0.27% | +725+3.2% | 加碼 |
| TrimTabs Asset Management, LLC | 23,281 | $358.6 萬 | 1.83% | −1,727−6.9% | 減碼 |
| Union Heritage Capital, LLC | 23,000 | $357.7 萬 | 1.67% | +4,700+25.7% | 加碼 |
| Butensky & Cohen Financial Security, Inc | 22,967 | $357.2 萬 | 1.42% | −264−1.1% | 減碼 |
| Marietta Investment Partners LLC | 22,954 | $357.0 萬 | 0.81% | +770+3.5% | 加碼 |
| Independent Financial Group, LLC | 22,911 | $356.4 萬 | 0.38% | +1,287+6.0% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 22,902 | $356.2 萬 | 1.21% | −239−1.0% | 減碼 |
| Rehmann Capital Advisory Group | 22,771 | $356.2 萬 | 0.34% | −1,653−6.8% | 減碼 |
| Peddock Capital Advisors, LLC | 23,438 | $355.7 萬 | 1.24% | −285−1.2% | 減碼 |
| Liberty Capital Management, Inc. | 22,866 | $355.7 萬 | 1.08% | −299−1.3% | 減碼 |
| NEXT Financial Group, Inc | 22,813 | $354.8 萬 | 0.28% | +992+4.5% | 加碼 |
| Cobblestone Capital Advisors LLC | 22,787 | $354.4 萬 | 0.24% | −79−0.3% | 減碼 |
| McMillion Capital Management Inc | 22,739 | $353.7 萬 | 1.93% | −1,041−4.4% | 減碼 |
| Blue Fin Capital, Inc. | 22,625 | $351.9 萬 | 1.08% | −402−1.7% | 減碼 |
| Aspen Investment Management Inc | 22,623 | $351.9 萬 | 1.84% | −67−0.3% | 減碼 |
| Norway Savings Bank | 22,619 | $351.8 萬 | 1.71% | +75+0.3% | 加碼 |
| Compton Wealth Advisory Group, LLC | 22,617 | $351.8 萬 | 1.64% | +273+1.2% | 加碼 |
| Essex Savings Bank | 21,411 | $351.7 萬 | 1.36% | −254−1.2% | 減碼 |
| Piscataqua Savings Bank | 22,601 | $351.5 萬 | 3.01% | −116−0.5% | 減碼 |
| HCR Wealth Advisors | 22,591 | $351.4 萬 | 0.61% | +1,540+7.3% | 加碼 |
| Harbor Advisory Corp | 22,563 | $350.9 萬 | 1.58% | +1,401+6.6% | 加碼 |
| Gradient Capital Advisors, LLC | 22,553 | $350.8 萬 | 1.64% | +216+1.0% | 加碼 |
| Anchor Investment Management, LLC | 22,552 | $350.8 萬 | 0.49% | +1,834+8.9% | 加碼 |
| Heritage Way Advisors, LLC | 22,473 | $349.5 萬 | 1.44% | −315−1.4% | 減碼 |
| Fairhaven Wealth Management, LLC | 22,462 | $349.4 萬 | 1.39% | +919+4.3% | 加碼 |
| Pavion Blue Capital, LLC | 22,442 | $349.1 萬 | 2.14% | −368−1.6% | 減碼 |
| Investment Research & Advisory Group, Inc. | 22,439 | $349.0 萬 | 2.33% | +20.0% | 加碼 |
| Valmark Advisers, Inc. | 22,441 | $349.0 萬 | 0.06% | +476+2.2% | 加碼 |
| Poehling Capital Management, LLC | 22,393 | $348.3 萬 | 1.11% | −118−0.5% | 減碼 |
| Coe Capital Management, LLC | 22,386 | $348.2 萬 | 3.28% | −693−3.0% | 減碼 |
| Grove Bank & Trust | 22,354 | $347.7 萬 | 0.75% | −20−0.1% | 減碼 |
| Claraphi Advisory Network, LLC | 22,330 | $347.3 萬 | 1.05% | +1,057+5.0% | 加碼 |
| Beaton Management Co. Inc. | 22,284 | $346.6 萬 | 2.20% | −100−0.4% | 減碼 |
| Armor Investment Advisors, LLC | 22,283 | $346.6 萬 | 2.09% | −43−0.2% | 減碼 |
| Magnus Financial Group LLC | 22,273 | $346.4 萬 | 0.76% | −2,262−9.2% | 減碼 |
| Sutton Wealth Advisors Inc. | 22,256 | $346.2 萬 | 1.26% | +137+0.6% | 加碼 |
| Balasa Dinverno & Foltz LLC | 22,086 | $343.5 萬 | 0.25% | −13,918−38.7% | 減碼 |
| Wealthcare Advisory Partners LLC | 21,997 | $342.1 萬 | 0.23% | −643−2.8% | 減碼 |
| Kovack Advisors, Inc. | 21,982 | $341.9 萬 | 0.39% | +1,433+7.0% | 加碼 |
| First United Bank Trust | 21,978 | $341.8 萬 | 1.43% | −1,169−5.1% | 減碼 |
| Wunderlich Capital Managemnt | 21,866 | $340.1 萬 | 1.72% | +14+0.1% | 加碼 |
| Oarsman Capital, Inc. | 21,829 | $339.5 萬 | 1.35% | −2,092−8.7% | 減碼 |
| Cascadia Advisory Services, LLC | 21,771 | $338.6 萬 | 0.73% | +1,081+5.2% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 21,755 | $338.4 萬 | 2.34% | +344+1.6% | 加碼 |
| Manchester Capital Management LLC | 21,737 | $338.1 萬 | 0.47% | −57−0.3% | 減碼 |
| Canton Hathaway, LLC | 21,705 | $337.6 萬 | 0.99% | −429−1.9% | 減碼 |
| Court Place Advisors, LLC | 21,686 | $337.3 萬 | 0.98% | −225−1.0% | 減碼 |
| HBK Investments L P | 21,631 | $336.4 萬 | 0.03% | +7,516+53.2% | 加碼 |
| Farr Miller & Washington LLC | 21,592 | $335.8 萬 | 0.22% | +140+0.7% | 加碼 |
| Proquility Private Wealth Partners, LLC | 21,528 | $334.8 萬 | 1.26% | +439+2.1% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 21,505 | $334.5 萬 | 0.28% | −819−3.7% | 減碼 |
| Affinity Wealth Management LLC | 21,822 | $333.6 萬 | 0.66% | −130−0.6% | 減碼 |
| New Potomac Partners, LLC | 21,450 | $333.6 萬 | 2.27% | +95+0.4% | 加碼 |
| Modus Advisors, LLC | 21,430 | $333.3 萬 | 1.40% | +116+0.5% | 加碼 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 21,432 | $333.3 萬 | 0.83% | +448+2.1% | 加碼 |
| Investment Partners, Ltd. | 21,313 | $331.5 萬 | 1.51% | +2,506+13.3% | 加碼 |
| Adirondack Trust Co | 21,280 | $331.0 萬 | 1.67% | +128+0.6% | 加碼 |
| Founders Financial Alliance, LLC | 21,196 | $330.6 萬 | 1.50% | +201+1.0% | 加碼 |
| Avidian Wealth Solutions, LLC | 21,233 | $330.3 萬 | 0.25% | −16−0.1% | 減碼 |
| Laurel Wealth Advisors, Inc. | 21,134 | $328.7 萬 | 0.43% | +712+3.5% | 加碼 |
| Merit Financial Group, LLC | 20,991 | $326.5 萬 | 0.31% | −265−1.2% | 減碼 |
| NatWest Group plc | 20,970 | $326.2 萬 | 1.69% | −7,033−25.1% | 減碼 |
| Lederer & Associates Investment Counsel | 20,943 | $325.7 萬 | 2.17% | −197−0.9% | 減碼 |
| Columbia Trust Co 01012016 | 20,931 | $325.5 萬 | 1.85% | +494+2.4% | 加碼 |
| AMJ Financial Wealth Management | 20,879 | $324.8 萬 | 1.41% | +20,879 | 新進 |
| Advisor Resource Council | 20,865 | $324.6 萬 | 0.34% | +20,865 | 新進 |
| Ashfield Capital Partners, LLC | 20,828 | $324.0 萬 | 0.23% | +396+1.9% | 加碼 |
| Northstar Asset Management LLC | 20,808 | $323.6 萬 | 0.85% | −250−1.2% | 減碼 |
| Intellectus Partners, LLC | 20,744 | $322.7 萬 | 0.73% | −156−0.7% | 減碼 |
| Sawyer & Company, Inc | 20,739 | $322.6 萬 | 1.51% | −1,540−6.9% | 減碼 |
| WC Walker & Associates, Inc. | 20,668 | $322.5 萬 | 1.69% | +644+3.2% | 加碼 |
| Almanack Investment Partners, LLC. | 20,728 | $322.4 萬 | 0.31% | −3,452−14.3% | 減碼 |
| Advisors Management Group Inc | 20,712 | $322.2 萬 | 0.96% | −80.0% | 減碼 |
| VeraBank, N.A. | 20,673 | $321.6 萬 | 1.91% | +854+4.3% | 加碼 |
| Bessemer Securities LLC | 20,670 | $321.5 萬 | 1.26% | +3,750+22.2% | 加碼 |
| Leisure Capital Management | 20,601 | $320.4 萬 | 1.79% | −342−1.6% | 減碼 |
| George Kaiser Family Foundation | 20,588 | $320.2 萬 | 0.52% | −7,785−27.4% | 減碼 |
| Barings LLC | 20,576 | $320.0 萬 | 0.07% | −14,639−41.6% | 減碼 |
| Glen Eagle Advisors, LLC | 20,573 | $320.0 萬 | 0.99% | +2,226+12.1% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,558 | $319.8 萬 | 1.07% | +937+4.8% | 加碼 |
| Cohen Investment Advisors LLC | 20,553 | $319.7 萬 | 2.49% | −485−2.3% | 減碼 |
| Hudson Capital Management LLC | 20,542 | $319.5 萬 | 1.32% | −515−2.4% | 減碼 |
| OPSEU Pension Plan Trust Fund | 20,526 | $319.3 萬 | 0.82% | −15,165−42.5% | 減碼 |
| Nicolet Bankshares Inc | 20,524 | $319.2 萬 | 0.84% | +527+2.6% | 加碼 |
| Cito Capital Group, LLC | 20,513 | $319.1 萬 | 1.44% | +60.0% | 加碼 |