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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 15,304 | $238.0 萬 | 0.60% | −4,304−22.0% | 減碼 |
| EPG Wealth Management LLC | 15,302 | $238.0 萬 | 1.01% | +666+4.6% | 加碼 |
| Alaska Permanent Fund Corp | 15,300 | $238.0 萬 | 0.04% | +15,300 | 新進 |
| Crystal Rock Capital Management | 15,243 | $237.1 萬 | 1.23% | 00.0% | 不變 |
| Asio Capital, LLC | 15,243 | $237.1 萬 | 0.84% | +1,337+9.6% | 加碼 |
| Fortem Financial Group, LLC | 15,233 | $236.9 萬 | 1.20% | +752+5.2% | 加碼 |
| Matrix Private Capital Group LLC | 15,224 | $236.8 萬 | 1.30% | −1,221−7.4% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 15,215 | $236.7 萬 | 1.73% | +15,215 | 新進 |
| Ethic Inc. | 15,163 | $235.8 萬 | 0.29% | −20,360−57.3% | 減碼 |
| Karpas Strategies, LLC | 15,121 | $235.2 萬 | 0.83% | +17+0.1% | 加碼 |
| Neumann Capital Management, LLC | 15,085 | $234.6 萬 | 1.05% | −600−3.8% | 減碼 |
| Pantheon Investment Group, LLC | 15,073 | $234.4 萬 | 1.96% | +62+0.4% | 加碼 |
| Brendel Financial Advisors LLC | 14,980 | $233.0 萬 | 1.28% | −6,925−31.6% | 減碼 |
| GFS Advisors, LLC | 14,983 | $233.0 萬 | 0.52% | +1,515+11.2% | 加碼 |
| Cornerstone Wealth Management, LLC | 14,845 | $230.9 萬 | 0.24% | +15+0.1% | 加碼 |
| Intrua Financial, LLC | 14,324 | $230.9 萬 | 0.55% | +89+0.6% | 加碼 |
| Mizuho Securities USA LLC | 14,807 | $230.3 萬 | 0.19% | −9,039−37.9% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,808 | $230.3 萬 | 0.85% | +501+3.5% | 加碼 |
| DFPG Investments, LLC | 14,657 | $228.1 萬 | 0.86% | +822+5.9% | 加碼 |
| Allworth Financial LP | 14,658 | $228.0 萬 | 0.04% | −4,476−23.4% | 減碼 |
| LifeSteps Financial, Inc. | 14,653 | $227.9 萬 | 1.75% | +657+4.7% | 加碼 |
| Hudson Canyon Capital Management | 14,643 | $227.8 萬 | 1.70% | −1,100−7.0% | 減碼 |
| Eqis Capital Management, Inc. | 14,637 | $227.7 萬 | 0.17% | +83+0.6% | 加碼 |
| Parkside Financial Bank & Trust | 14,531 | $226.1 萬 | 0.65% | −5,869−28.8% | 減碼 |
| Gleason Group, Inc. | 14,537 | $226.1 萬 | 0.82% | +84+0.6% | 加碼 |
| Sugarloaf Wealth Management, LLC | 14,525 | $226.1 萬 | 0.62% | +1,057+7.8% | 加碼 |
| Peoples Bank | 14,517 | $225.8 萬 | 1.19% | +1,003+7.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 14,499 | $225.5 萬 | 0.55% | −20−0.1% | 減碼 |
| Stonnington Group, LLC | 14,935 | $225.4 萬 | 0.50% | +400+2.8% | 加碼 |
| Mastrapasqua Asset Management Inc | 14,485 | $225.3 萬 | 0.24% | +1,381+10.5% | 加碼 |
| Warther Private Wealth, LLC | 14,312 | $224.8 萬 | 2.18% | +14,312 | 新進 |
| Pearl River Capital, LLC | 14,398 | $223.9 萬 | 0.62% | +14,398 | 新進 |
| Gs Investments, Inc. | 14,365 | $223.4 萬 | 3.05% | +4,980+53.1% | 加碼 |
| Heron Financial Group, LLC | 14,330 | $222.9 萬 | 1.27% | +20+0.1% | 加碼 |
| Phillips Financial Management, LLC | 14,319 | $222.7 萬 | 0.23% | +961+7.2% | 加碼 |
| Bogart Wealth, LLC | 14,286 | $222.2 萬 | 0.24% | +2,309+19.3% | 加碼 |
| Axiom Financial Strategies, LLC | 14,267 | $221.9 萬 | 1.02% | +5,877+70.0% | 加碼 |
| SFMG, LLC | 14,260 | $221.8 萬 | 0.25% | +180+1.3% | 加碼 |
| Mattern Wealth Management LLC | 14,593 | $221.7 萬 | 0.71% | +1,001+7.4% | 加碼 |
| RSM US Wealth Management LLC | 14,255 | $221.7 萬 | 0.12% | +2,892+25.5% | 加碼 |
| Wolff Wiese Magana LLC | 14,208 | $221.0 萬 | 1.58% | −167−1.2% | 減碼 |
| Ironwood Financial, llc | 14,200 | $220.9 萬 | 0.66% | +27+0.2% | 加碼 |
| Weatherly Asset Management L. P. | 14,179 | $220.5 萬 | 0.28% | 00.0% | 不變 |
| Palumbo Wealth Management LLC | 14,155 | $220.2 萬 | 1.48% | +187+1.3% | 加碼 |
| New World Advisors LLC | 14,155 | $220.2 萬 | 1.48% | +12,542+777.6% | 加碼 |
| Meristem Family Wealth, LLC | 14,093 | $219.2 萬 | 0.35% | +4,068+40.6% | 加碼 |
| Harbor Financial Services, LLC | 14,054 | $218.6 萬 | 0.92% | +1,939+16.0% | 加碼 |
| White Pine Capital LLC | 14,368 | $218.1 萬 | 0.65% | +565+4.1% | 加碼 |
| Highlander Capital Management, LLC | 13,999 | $217.7 萬 | 1.09% | −400−2.8% | 減碼 |
| Assenagon Asset Management S.A. | 13,998 | $217.7 萬 | 0.01% | +1,853+15.3% | 加碼 |
| Berman Capital Advisors, LLC | 13,958 | $217.1 萬 | 0.35% | +2,007+16.8% | 加碼 |
| Aft, Forsyth & Company, Inc. | 13,933 | $216.7 萬 | 1.16% | +351+2.6% | 加碼 |
| Van Cleef Asset Management,Inc | 13,905 | $216.3 萬 | 0.32% | −229−1.6% | 減碼 |
| Roof Eidam & Maycock | 13,901 | $216.2 萬 | 0.81% | −60−0.4% | 減碼 |
| Accredited Investors Inc. | 13,894 | $216.1 萬 | 0.22% | +37+0.3% | 加碼 |
| Corrado Advisors, LLC | 13,884 | $216.0 萬 | 1.33% | +36+0.3% | 加碼 |
| Golden State Wealth Management, LLC | 13,882 | $215.9 萬 | 0.48% | +2,306+19.9% | 加碼 |
| Optas, LLC | 13,874 | $215.8 萬 | 0.62% | −1,077−7.2% | 減碼 |
| Solitude Financial Services | 13,876 | $215.8 萬 | 1.57% | −159−1.1% | 減碼 |
| DAGCO, Inc. | 13,859 | $215.6 萬 | 0.96% | +228+1.7% | 加碼 |
| BCGM Wealth Management, LLC | 14,203 | $215.6 萬 | 1.28% | +798+6.0% | 加碼 |
| Empowered Funds, LLC | 13,846 | $215.4 萬 | 0.27% | +6,073+78.1% | 加碼 |
| Holistic Financial Partners | 13,833 | $215.2 萬 | 1.28% | +243+1.8% | 加碼 |
| London & Capital Asset Management Ltd | 13,828 | $215.1 萬 | 0.18% | −181−1.3% | 減碼 |
| Partners Capital Investment Group, LLP | 13,825 | $215.0 萬 | 0.10% | −17,046−55.2% | 減碼 |
| Mission Creek Capital Partners, Inc. | 13,824 | $215.0 萬 | 0.35% | +1,262+10.0% | 加碼 |
| Pinnacle Holdings, LLC | 13,822 | $215.0 萬 | 0.99% | −108−0.8% | 減碼 |
| Benin Management CORP | 13,807 | $214.8 萬 | 0.68% | −900−6.1% | 減碼 |
| Rosenbaum Jay D. | 13,781 | $214.4 萬 | 3.55% | −197−1.4% | 減碼 |
| High Pointe Capital Management LLC | 13,774 | $214.2 萬 | 1.69% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 13,758 | $214.0 萬 | 0.56% | −287−2.0% | 減碼 |
| Midwest Wealth Management Inc. | 13,716 | $213.3 萬 | 1.52% | −140−1.0% | 減碼 |
| True North Advisors, LLC | 13,709 | $213.2 萬 | 0.44% | +102+0.7% | 加碼 |
| Tiger Eye Capital LLC | 13,702 | $213.1 萬 | 0.54% | −188,999−93.2% | 減碼 |
| Midwest Professional Planners, LTD. | 13,659 | $212.5 萬 | 1.11% | +2,008+17.2% | 加碼 |
| Brooktree Capital Management | 13,647 | $212.3 萬 | 1.36% | −150−1.1% | 減碼 |
| Cim Investment Mangement Inc | 13,651 | $212.3 萬 | 0.66% | −73−0.5% | 減碼 |
| CoreFirst Bank & Trust | 13,629 | $212.0 萬 | 1.44% | −513−3.6% | 減碼 |
| Standard Family Office LLC | 13,616 | $211.8 萬 | 0.44% | +555+4.2% | 加碼 |
| Summit Trail Advisors, LLC | 13,594 | $211.4 萬 | 0.19% | −157−1.1% | 減碼 |
| Old Mission Investment Co LLC | 13,570 | $211.1 萬 | 0.87% | +166+1.2% | 加碼 |
| Kelly Lawrence W & Associates Inc | 13,545 | $210.7 萬 | 0.45% | −75−0.6% | 減碼 |
| LCNB Corp | 13,490 | $209.8 萬 | 1.06% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 13,473 | $209.5 萬 | 1.14% | −125−0.9% | 減碼 |
| Windsor Group LTD | 13,444 | $209.1 萬 | 0.45% | −724−5.1% | 減碼 |
| Thomas White International Ltd | 13,446 | $209.1 萬 | 0.29% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 13,429 | $208.9 萬 | 0.19% | +107+0.8% | 加碼 |
| Sunflower Bank, N.A. | 13,398 | $208.4 萬 | 0.32% | +282+2.2% | 加碼 |
| L2 Asset Management, LLC | 13,383 | $208.2 萬 | 1.95% | −2,149−13.8% | 減碼 |
| Abundance Wealth Counselors | 13,385 | $208.2 萬 | 0.54% | +592+4.6% | 加碼 |
| StrongBox Wealth, LLC | 13,340 | $207.5 萬 | 1.19% | +30.0% | 加碼 |
| LexAurum Advisors, LLC | 13,307 | $207.0 萬 | 0.61% | +637+5.0% | 加碼 |
| Aft, Forsyth & Sober, LLC | 13,250 | $206.1 萬 | 0.78% | 00.0% | 不變 |
| Sculati Wealth Management, LLC | 13,245 | $206.0 萬 | 1.09% | +511+4.0% | 加碼 |
| Tranquility Partners, LLC | 13,231 | $205.8 萬 | 1.16% | −790−5.6% | 減碼 |
| Legacy Wealth Management, LLC | 13,214 | $205.5 萬 | 1.14% | +155+1.2% | 加碼 |
| Chatham Capital Group, Inc. | 13,135 | $204.3 萬 | 0.39% | 00.0% | 不變 |
| Legato Capital Management LLC | 13,110 | $203.9 萬 | 0.29% | +13,110 | 新進 |
| Trinity Financial Advisors LLC | 13,069 | $203.3 萬 | 1.42% | −13,167−50.2% | 減碼 |
| KLCM Advisors, Inc. | 12,981 | $201.9 萬 | 0.45% | +206+1.6% | 加碼 |