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 |
|---|---|---|---|---|---|
| Moser Wealth Advisors, LLC | 17,823 | $277.2 萬 | 1.78% | +175+1.0% | 加碼 |
| Eads & Heald Wealth Management | 17,802 | $276.9 萬 | 1.35% | −312−1.7% | 減碼 |
| Financial Planning & Information Services, Inc. | 17,681 | $275.0 萬 | 0.81% | −111−0.6% | 減碼 |
| AllGen Financial Advisors, Inc. | 17,680 | $275.0 萬 | 2.11% | −42,089−70.4% | 減碼 |
| Spreng Capital Management, Inc. | 17,665 | $274.8 萬 | 1.78% | +388+2.2% | 加碼 |
| Edgewood Management LLC | 17,664 | $274.7 萬 | 0.00% | −150−0.8% | 減碼 |
| Investment Advisory Services Inc | 17,638 | $274.3 萬 | 1.69% | +17,638 | 新進 |
| Laffer Tengler Investments | 17,581 | $273.5 萬 | 1.02% | −3,389−16.2% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 17,539 | $272.8 萬 | 1.00% | +238+1.4% | 加碼 |
| Next Capital Management LLC | 17,445 | $271.3 萬 | 1.73% | −3,879−18.2% | 減碼 |
| Financial Architects, Inc | 17,439 | $271.2 萬 | 0.39% | +1,604+10.1% | 加碼 |
| Emfo, LLC | 17,420 | $271.0 萬 | 2.37% | +17,420 | 新進 |
| Doliver Advisors, LP | 17,398 | $270.6 萬 | 0.90% | +4,936+39.6% | 加碼 |
| Rational Advisors LLC | 17,351 | $269.9 萬 | 0.32% | +447+2.6% | 加碼 |
| Lake Street Advisors Group, LLC | 16,665 | $269.6 萬 | 0.20% | −63−0.4% | 減碼 |
| MACRO Consulting Group | 17,309 | $269.4 萬 | 1.39% | −1,827−9.5% | 減碼 |
| Americana Partners, LLC | 17,319 | $269.3 萬 | 1.37% | −24−0.1% | 減碼 |
| Strategic Blueprint, LLC | 17,277 | $268.7 萬 | 0.43% | +1,710+11.0% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 17,246 | $268.2 萬 | 1.68% | +245+1.4% | 加碼 |
| Field & Main Bank | 17,221 | $267.9 萬 | 1.72% | +264+1.6% | 加碼 |
| Tandem Capital Management Corp | 17,213 | $267.7 萬 | 1.69% | −10−0.1% | 減碼 |
| Red Cedar Investment Management, LLC | 17,211 | $267.7 萬 | 0.36% | 00.0% | 不變 |
| NVWM, LLC | 17,184 | $267.3 萬 | 0.96% | +522+3.1% | 加碼 |
| Key Financial Inc | 17,590 | $267.0 萬 | 1.49% | +400+2.3% | 加碼 |
| GFG Capital, LLC | 17,113 | $266.2 萬 | 0.80% | +210+1.2% | 加碼 |
| Exane Derivatives | 17,085 | $265.9 萬 | 0.62% | +190+1.1% | 加碼 |
| StrategIQ Financial Group, LLC | 17,018 | $264.7 萬 | 0.52% | −240−1.4% | 減碼 |
| TCI Wealth Advisors, Inc. | 17,009 | $264.6 萬 | 0.46% | +1,895+12.5% | 加碼 |
| Center for Financial Planning, Inc. | 17,004 | $264.5 萬 | 0.65% | −47−0.3% | 減碼 |
| SWS Partners | 16,805 | $261.4 萬 | 1.70% | −5,734−25.4% | 減碼 |
| CFM Wealth Partners LLC | 16,778 | $261.0 萬 | 0.69% | −58−0.3% | 減碼 |
| Rollins Financial | 16,722 | $260.1 萬 | 0.95% | +873+5.5% | 加碼 |
| Aries Wealth Management | 16,708 | $259.9 萬 | 1.11% | −367−2.1% | 減碼 |
| Cornerstone Advisory, LLC | 16,655 | $259.0 萬 | 0.44% | +635+4.0% | 加碼 |
| Everett Harris & Co | 16,639 | $258.8 萬 | 0.04% | −1,270−7.1% | 減碼 |
| Weik Capital Management | 16,610 | $258.4 萬 | 1.01% | +340+2.1% | 加碼 |
| Benedict Financial Advisors Inc | 16,605 | $258.3 萬 | 0.72% | +930+5.9% | 加碼 |
| Ayalon Holdings Ltd. | 16,431 | $258.2 萬 | 0.86% | +2,088+14.6% | 加碼 |
| Delta Asset Management LLC | 16,594 | $258.1 萬 | 0.25% | −898−5.1% | 減碼 |
| Guardian Investment Management | 16,584 | $257.9 萬 | 1.76% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 16,577 | $257.8 萬 | 0.26% | −872−5.0% | 減碼 |
| Arete Wealth Advisors, LLC | 18,391 | $256.6 萬 | 0.36% | +406+2.3% | 加碼 |
| Aberdeen Wealth Management LLC | 16,489 | $256.5 萬 | 2.36% | −10−0.1% | 減碼 |
| 180 Wealth Advisors, LLC | 16,098 | $256.4 萬 | 0.59% | +228+1.4% | 加碼 |
| Quattro Financial Advisors LLC | 16,426 | $256.2 萬 | 0.68% | −1,877−10.3% | 減碼 |
| StoneX Group Inc. | 16,456 | $256.0 萬 | 0.38% | +526+3.3% | 加碼 |
| Falcon Wealth Planning | 16,434 | $255.6 萬 | 1.09% | +12+0.1% | 加碼 |
| DeDora Capital, Inc. | 16,434 | $255.6 萬 | 1.11% | +521+3.3% | 加碼 |
| Martin & Co Inc | 16,361 | $254.5 萬 | 0.63% | −1,100−6.3% | 減碼 |
| Krilogy Financial LLC | 16,335 | $254.1 萬 | 0.25% | +814+5.2% | 加碼 |
| Ironwood Investment Counsel, LLC | 16,333 | $254.0 萬 | 0.68% | +865+5.6% | 加碼 |
| Bulltick Wealth Management, LLC | 16,313 | $253.7 萬 | 0.60% | +12,221+298.7% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 16,291 | $253.4 萬 | 0.14% | −289−1.7% | 減碼 |
| Hodges Capital Management Inc. | 16,282 | $253.3 萬 | 0.28% | +200+1.2% | 加碼 |
| Hollencrest Capital Management | 16,274 | $253.1 萬 | 0.23% | −4,889−23.1% | 減碼 |
| XML Financial, LLC | 16,181 | $251.7 萬 | 0.55% | −471−2.8% | 減碼 |
| RKL Wealth Management LLC | 16,164 | $251.4 萬 | 0.32% | +239+1.5% | 加碼 |
| Cambria Investment Management, L.P. | 16,160 | $251.4 萬 | 0.43% | +2,240+16.1% | 加碼 |
| Centre Asset Management, LLC | 16,120 | $250.7 萬 | 1.30% | −3,810−19.1% | 減碼 |
| Davidson Trust Co | 16,118 | $250.7 萬 | 1.95% | +12+0.1% | 加碼 |
| Sterling Investment Management, Inc. | 16,087 | $250.2 萬 | 1.64% | −3,193−16.6% | 減碼 |
| Strategic Capital Advisers, Inc. | 16,068 | $249.9 萬 | 2.07% | +11+0.1% | 加碼 |
| First City Capital Management, Inc. | 15,432 | $249.7 萬 | 1.37% | −258−1.6% | 減碼 |
| KCS Wealth Advisory | 16,054 | $249.7 萬 | 1.18% | +27+0.2% | 加碼 |
| Professional Planning | 16,058 | $249.7 萬 | 1.15% | +877+5.8% | 加碼 |
| Orleans Capital Management Corp | 16,049 | $249.6 萬 | 1.60% | −880−5.2% | 減碼 |
| 44 Wealth Management LLC | 16,011 | $249.0 萬 | 0.96% | −766−4.6% | 減碼 |
| Institute for Wealth Management, LLC. | 16,002 | $248.9 萬 | 0.44% | +325+2.1% | 加碼 |
| Blue Edge Capital, LLC | 16,002 | $248.9 萬 | 0.52% | −29−0.2% | 減碼 |
| Ritter Daniher Financial Advisory, LLC | 15,993 | $248.8 萬 | 1.85% | +30.0% | 加碼 |
| Zions Bancorporation, N.A. | 15,993 | $248.7 萬 | 0.25% | −542−3.3% | 減碼 |
| Covenant Asset Management, LLC | 15,982 | $248.6 萬 | 0.74% | +307+2.0% | 加碼 |
| Birmingham Capital Management Co Inc | 15,925 | $247.7 萬 | 0.91% | −652−3.9% | 減碼 |
| Jump Financial, LLC | 15,920 | $247.6 萬 | 0.24% | −6,910−30.3% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 15,874 | $246.9 萬 | 0.01% | −1,060−6.3% | 減碼 |
| Seeyond | 15,880 | $246.9 萬 | 0.23% | −583−3.5% | 減碼 |
| Connolly Sarah T. | 15,871 | $246.8 萬 | 2.02% | −120−0.8% | 減碼 |
| Providence Wealth Advisors, LLC | 15,880 | $245.4 萬 | 1.68% | +76+0.5% | 加碼 |
| Seascape Capital Management | 15,759 | $245.1 萬 | 1.28% | −451−2.8% | 減碼 |
| Chilton Investment Co LLC | 15,751 | $245.0 萬 | 0.06% | −696−4.2% | 減碼 |
| Sandhill Capital Partners LLC | 15,754 | $245.0 萬 | 0.19% | +981+6.6% | 加碼 |
| HWG Holdings LP | 15,741 | $244.8 萬 | 1.25% | −220−1.4% | 減碼 |
| Bull Street Advisors, LLC | 15,735 | $244.7 萬 | 1.31% | +80+0.5% | 加碼 |
| Game Plan Financial Advisors, LLC | 15,719 | $244.5 萬 | 1.46% | +75+0.5% | 加碼 |
| Coastal Investment Advisors, Inc. | 15,695 | $244.1 萬 | 0.58% | +784+5.3% | 加碼 |
| Oak Asset Management, LLC | 15,686 | $244.0 萬 | 1.03% | +160+1.0% | 加碼 |
| Wealth Alliance | 15,676 | $243.8 萬 | 0.57% | −765−4.7% | 減碼 |
| Moseley Investment Management Inc | 15,650 | $243.4 萬 | 1.20% | −372−2.3% | 減碼 |
| Trinity Legacy Partners, LLC | 15,616 | $243.1 萬 | 0.89% | +10,327+195.3% | 加碼 |
| Twin Lakes Capital Management, LLC | 15,603 | $242.7 萬 | 1.35% | −182−1.2% | 減碼 |
| Fulcrum Asset Management LLP | – | $242.6 萬 | 1.02% | – | – |
| Accurate Wealth Management, LLC | 15,576 | $242.3 萬 | 2.13% | +15,576 | 新進 |
| Notis-McConarty Edward | 15,558 | $242.0 萬 | 0.90% | −1,375−8.1% | 減碼 |
| WBH Advisory Inc | 15,931 | $241.6 萬 | 0.35% | −3,565−18.3% | 減碼 |
| Magnolia Capital Advisors LLC | 15,530 | $241.5 萬 | 1.07% | +15,530 | 新進 |
| Riverview Trust Co | 15,410 | $239.7 萬 | 2.53% | −135−0.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 15,404 | $239.6 萬 | 0.37% | +216+1.4% | 加碼 |
| Clarity Wealth Advisors, LLC | 15,365 | $238.9 萬 | 1.24% | +1,370+9.8% | 加碼 |
| Cedar Brook Financial Partners, LLC | 15,325 | $238.4 萬 | 0.69% | −118−0.8% | 減碼 |
| Boit C F David | 15,329 | $238.4 萬 | 1.82% | +15,329 | 新進 |