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 |
|---|---|---|---|---|---|
| Pacifica Partners Inc. | 20,684 | $319.1 萬 | 2.42% | +1,820+9.6% | 加碼 |
| Indiana Trust & Investment Management CO | 25,109 | $319.0 萬 | 1.75% | +1,414+6.0% | 加碼 |
| WMS Partners, LLC | 20,501 | $318.9 萬 | 0.47% | +285+1.4% | 加碼 |
| Integrated Investment Consultants, LLC | 20,483 | $318.6 萬 | 0.93% | +639+3.2% | 加碼 |
| International Assets Investment Management, LLC | 79,316 | $318.5 萬 | 0.59% | −171,042−68.3% | 減碼 |
| Outfitter Financial LLC | 20,470 | $318.4 萬 | 2.44% | +15+0.1% | 加碼 |
| Elgethun Capital Management | 20,434 | $317.8 萬 | 1.09% | +265+1.3% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 20,402 | $317.3 萬 | 0.38% | −3,812−15.7% | 減碼 |
| Inverness Counsel LLC | 20,356 | $316.6 萬 | 0.12% | −238−1.2% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 20,467 | $316.4 萬 | 0.09% | −531−2.5% | 減碼 |
| HGI Capital Management, LLC | 20,324 | $316.1 萬 | 1.22% | −24,297−54.5% | 減碼 |
| First PREMIER Bank | 20,301 | $315.7 萬 | 0.91% | +68+0.3% | 加碼 |
| Wealthsource Partners, LLC | 20,265 | $315.2 萬 | 0.28% | −4,131−16.9% | 減碼 |
| Aull & Monroe Investment Management Corp | 20,254 | $315.0 萬 | 1.50% | 00.0% | 不變 |
| Archer Investment Corp | 20,214 | $314.4 萬 | 1.24% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 20,201 | $314.2 萬 | 0.61% | −46−0.2% | 減碼 |
| Abacus Planning Group, Inc. | 20,121 | $313.0 萬 | 0.96% | −1,423−6.6% | 減碼 |
| Kistler-Tiffany Companies, LLC | 20,078 | $312.3 萬 | 0.72% | −307−1.5% | 減碼 |
| Rowland & Co Investment Counsel | 20,013 | $311.3 萬 | 0.77% | 00.0% | 不變 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,000 | $311.1 萬 | 1.35% | −20,000−50.0% | 減碼 |
| Anson Funds Management LP | 20,000 | $311.1 萬 | 0.37% | +20,000 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 19,951 | $310.3 萬 | 0.02% | −3,400−14.6% | 減碼 |
| UBP Investment Advisors SA | 19,865 | $309.0 萬 | 1.14% | +7,181+56.6% | 加碼 |
| Harvey Investment Co LLC | 19,863 | $308.9 萬 | 0.41% | −675−3.3% | 減碼 |
| LS Investment Advisors, LLC | 19,833 | $308.5 萬 | 0.39% | −74,816−79.0% | 減碼 |
| IFG Advisory, LLC | 19,815 | $308.2 萬 | 0.34% | −3,259−14.1% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 19,802 | $308.0 萬 | 0.88% | +89+0.5% | 加碼 |
| Phoenix Wealth Advisors | 20,035 | $307.4 萬 | 2.22% | −186−0.9% | 減碼 |
| Evoke Wealth, LLC | 19,766 | $307.4 萬 | 0.12% | −210−1.1% | 減碼 |
| Northstar Advisory Group, LLC | 19,763 | $307.4 萬 | 1.92% | +2,257+12.9% | 加碼 |
| Eclectic Associates Inc | 19,722 | $306.8 萬 | 2.30% | −253−1.3% | 減碼 |
| Great Diamond Partners, LLC | 19,720 | $306.7 萬 | 0.87% | +362+1.9% | 加碼 |
| WP Advisors, LLC | 19,686 | $306.2 萬 | 1.28% | +58+0.3% | 加碼 |
| Quadrant Private Wealth Management, LLC | 19,645 | $305.6 萬 | 1.24% | +884+4.7% | 加碼 |
| Clear Creek Financial Management, LLC | 19,595 | $304.8 萬 | 0.47% | +17,659+912.1% | 加碼 |
| Brooks, Moore & Associates, Inc. | 19,588 | $304.7 萬 | 1.94% | +462+2.4% | 加碼 |
| Argent Advisors, Inc. | 19,589 | $304.7 萬 | 1.85% | +1,351+7.4% | 加碼 |
| Strategic Wealth Designers | 19,562 | $304.3 萬 | 1.08% | +3,973+25.5% | 加碼 |
| Beaumont Financial Partners, LLC | 19,537 | $303.9 萬 | 0.23% | +231+1.2% | 加碼 |
| Brightworth | 19,491 | $303.2 萬 | 0.26% | +2,474+14.5% | 加碼 |
| CNB Bank | 19,484 | $303.1 萬 | 1.90% | +274+1.4% | 加碼 |
| Peoples Financial Services Corp. | 19,442 | $302.4 萬 | 1.27% | −13−0.1% | 減碼 |
| MV Capital Management, Inc. | 19,363 | $301.2 萬 | 0.51% | +1,235+6.8% | 加碼 |
| Coastline Trust Co | 19,361 | $301.1 萬 | 0.37% | −52−0.3% | 減碼 |
| Signature Wealth Management Partners, LLC | 19,303 | $300.2 萬 | 2.73% | −2,459−11.3% | 減碼 |
| Terra Nova Asset Management LLC | 19,296 | $300.1 萬 | 2.58% | −1,915−9.0% | 減碼 |
| Sargent Investment Group, LLC | 19,252 | $299.4 萬 | 0.71% | +203+1.1% | 加碼 |
| Vivaldi Capital Management, LLC | 18,696 | $299.1 萬 | 0.60% | −1,327−6.6% | 減碼 |
| Landmark Financial Advisors, LLC | 19,229 | $299.1 萬 | 1.43% | +319+1.7% | 加碼 |
| Stableford Capital II LLC | 19,232 | $299.1 萬 | 1.43% | +572+3.1% | 加碼 |
| O'Dell Group, LLC | 19,226 | $299.0 萬 | 0.95% | +708+3.8% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 19,167 | $298.1 萬 | 0.96% | +9,701+102.5% | 加碼 |
| Boston Financial Mangement LLC | 19,026 | $295.9 萬 | 0.12% | +92+0.5% | 加碼 |
| Mission Wealth Management, LP | 19,007 | $295.6 萬 | 0.16% | +559+3.0% | 加碼 |
| YHB Investment Advisors, Inc. | 18,986 | $295.3 萬 | 0.25% | +379+2.0% | 加碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 18,947 | $294.7 萬 | 0.51% | +18,947 | 新進 |
| Keystone Financial Group | 18,934 | $294.5 萬 | 0.53% | −717−3.6% | 減碼 |
| Miller Investment Management, LP | 18,935 | $294.5 萬 | 0.51% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 18,854 | $293.3 萬 | 0.58% | +2,484+15.2% | 加碼 |
| Condor Capital Management | 18,850 | $293.2 萬 | 0.32% | −522−2.7% | 減碼 |
| Quest Capital Management Inc | 18,845 | $293.1 萬 | 0.58% | +577+3.2% | 加碼 |
| Dillon & Associates Inc | 18,782 | $293.0 萬 | 0.57% | +197+1.1% | 加碼 |
| Atlas Private Wealth Management | 18,825 | $292.8 萬 | 1.81% | +1,261+7.2% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 18,808 | $292.5 萬 | 0.58% | +596+3.3% | 加碼 |
| Prelude Capital Management, LLC | 18,770 | $291.9 萬 | 0.16% | −6,790−26.6% | 減碼 |
| Graybill Bartz & Assoc Ltd | 18,755 | $291.7 萬 | 1.44% | +99+0.5% | 加碼 |
| Good Life Advisors, LLC | 18,716 | $291.1 萬 | 0.55% | −237−1.3% | 減碼 |
| Wambolt & Associates, LLC | 18,463 | $290.0 萬 | 1.23% | +4,549+32.7% | 加碼 |
| Valley National Advisers Inc | 18,598 | $289.3 萬 | 0.53% | −172−0.9% | 減碼 |
| Valley Brook Capital Group | 18,574 | $288.9 萬 | 2.75% | +560+3.1% | 加碼 |
| Peachtree Investment Partners, LLC | 18,565 | $288.8 萬 | 1.41% | −1,186−6.0% | 減碼 |
| Home Federal Bank of Tennessee | 18,537 | $288.4 萬 | 1.04% | −800−4.1% | 減碼 |
| Front Street Capital Management, Inc. | 18,530 | $288.2 萬 | 0.52% | −1,580−7.9% | 減碼 |
| Smith, Moore & Co. | 18,505 | $287.8 萬 | 0.43% | +295+1.6% | 加碼 |
| Alaethes Wealth LLC | 18,499 | $287.7 萬 | 2.22% | +458+2.5% | 加碼 |
| RB Capital Management, LLC | 18,423 | $286.5 萬 | 1.10% | +759+4.3% | 加碼 |
| Certified Advisory Corp | 18,423 | $286.5 萬 | 0.72% | +913+5.2% | 加碼 |
| Sage Mountain Advisors LLC | 18,357 | $285.5 萬 | 0.47% | +1,231+7.2% | 加碼 |
| Minot Wealth Management LLC | 18,316 | $285.1 萬 | 0.62% | +3,824+26.4% | 加碼 |
| West Paces Advisors Inc. | 18,312 | $284.8 萬 | 1.05% | −332−1.8% | 減碼 |
| Octavia Wealth Advisors, LLC | 18,312 | $284.8 萬 | 0.75% | +346+1.9% | 加碼 |
| Boltwood Capital Management | 18,270 | $284.2 萬 | 1.18% | −143−0.8% | 減碼 |
| Secure Asset Management, LLC | 18,237 | $283.7 萬 | 1.44% | +282+1.6% | 加碼 |
| Continental Advisors LLC | 18,235 | $283.6 萬 | 2.01% | −2,155−10.6% | 減碼 |
| Holderness Investments Co | 18,224 | $283.5 萬 | 0.94% | +353+2.0% | 加碼 |
| Knott David M | 18,170 | $282.6 萬 | 1.09% | +2,700+17.5% | 加碼 |
| Soltis Investment Advisors LLC | 18,165 | $282.5 萬 | 0.45% | +1,721+10.5% | 加碼 |
| Connecticut Wealth Management, LLC | 18,144 | $282.2 萬 | 0.25% | +18,144 | 新進 |
| Aldebaran Financial Inc. | 18,032 | $282.0 萬 | 2.48% | +274+1.5% | 加碼 |
| Golden State Equity Partners | 18,126 | $281.9 萬 | 1.09% | +1,136+6.7% | 加碼 |
| Amica Retiree Medical Trust | 18,080 | $281.2 萬 | 1.78% | −3,881−17.7% | 減碼 |
| SkyView Investment Advisors, LLC | 18,475 | $281.2 萬 | 1.31% | 00.0% | 不變 |
| Financial Advocates Investment Management | 18,123 | $280.9 萬 | 0.20% | −13,011−41.8% | 減碼 |
| IPG Investment Advisors LLC | 18,056 | $280.8 萬 | 0.82% | −1,556−7.9% | 減碼 |
| St. Louis Trust Co | 18,050 | $280.7 萬 | 0.70% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 18,011 | $280.1 萬 | 0.27% | +107+0.6% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 18,000 | $279.9 萬 | 1.77% | −175−1.0% | 減碼 |
| Burleson & Company, LLC | 17,998 | $279.9 萬 | 0.42% | +15+0.1% | 加碼 |
| GYL Financial Synergies, LLC | 17,978 | $279.6 萬 | 1.44% | +20+0.1% | 加碼 |
| JBJ Investment Partners, LLC | 17,838 | $277.5 萬 | 0.57% | −1,899−9.6% | 減碼 |