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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 12,862 | $200.1 萬 | 0.00% | +8,139+172.3% | 加碼 |
| Hartline Investment Corp | 12,858 | $200.0 萬 | 0.25% | +110+0.9% | 加碼 |
| Access Financial Services, Inc. | 12,847 | $199.8 萬 | 0.93% | −4,518−26.0% | 減碼 |
| Myriad Asset Management Ltd. | 12,825 | $199.5 萬 | 0.15% | +12,825 | 新進 |
| Laird Norton Trust Company, LLC | 12,776 | $198.7 萬 | 0.21% | −974−7.1% | 減碼 |
| Saturna Capital CORP | 12,751 | $198.3 萬 | 0.04% | 00.0% | 不變 |
| WealthShield Partners, LLC | 12,711 | $197.7 萬 | 0.31% | +2,066+19.4% | 加碼 |
| Birinyi Associates Inc | 12,700 | $197.5 萬 | 0.69% | −300−2.3% | 減碼 |
| WT Wealth Management | 12,683 | $197.3 萬 | 0.80% | +1,984+18.5% | 加碼 |
| TD Ameritrade Investment Management, LLC | 12,676 | $197.2 萬 | 0.01% | +991+8.5% | 加碼 |
| Chapman Investment Management, LLC | 12,658 | $196.9 萬 | 1.09% | 00.0% | 不變 |
| Pacitti Group Inc. | 12,662 | $196.9 萬 | 1.18% | +265+2.1% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,635 | $196.5 萬 | 0.01% | −12,639−50.0% | 減碼 |
| DCM Advisors, LLC | 12,626 | $196.4 萬 | 1.11% | −8,090−39.1% | 減碼 |
| Sonata Capital Group Inc | 12,609 | $196.1 萬 | 0.89% | 00.0% | 不變 |
| Heartland Bank & Trust Co | 12,560 | $195.4 萬 | 1.80% | −1,136−8.3% | 減碼 |
| Liberty One Investment Management, LLC | 12,536 | $195.0 萬 | 0.33% | +99+0.8% | 加碼 |
| MCF Advisors LLC | 12,523 | $194.8 萬 | 0.20% | +15+0.1% | 加碼 |
| Mason Investment Advisory Services, Inc. | 12,499 | $194.4 萬 | 0.20% | 00.0% | 不變 |
| Archford Capital Strategies, LLC | 12,452 | $193.7 萬 | 0.49% | +1,549+14.2% | 加碼 |
| Sittner & Nelson, LLC | 12,436 | $193.4 萬 | 1.36% | +273+2.2% | 加碼 |
| Summit Financial, LLC | 12,408 | $193.0 萬 | 0.19% | +7,065+132.2% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,699 | $192.9 萬 | 0.83% | +380+3.1% | 加碼 |
| Windsor Capital Management, LLC | 12,401 | $192.8 萬 | 0.64% | −421−3.3% | 減碼 |
| Gryphon Financial Partners LLC | 13,359 | $192.6 萬 | 0.45% | +404+3.1% | 加碼 |
| Washington Capital Management Inc | 12,375 | $192.5 萬 | 2.33% | +460+3.9% | 加碼 |
| Vident Investment Advisory, LLC | 12,337 | $191.9 萬 | 0.06% | +720+6.2% | 加碼 |
| Summit Financial Group Inc | 12,322 | $191.6 萬 | 0.72% | +1,646+15.4% | 加碼 |
| Perennial Investment Advisors, LLC | 12,314 | $191.5 萬 | 0.70% | +794+6.9% | 加碼 |
| Pointe Capital Management LLC | 12,275 | $190.9 萬 | 1.34% | +1,792+17.1% | 加碼 |
| Perpetual Investment Management Ltd | 12,258 | $190.6 萬 | 0.27% | −2,613−17.6% | 減碼 |
| Bath Savings Trust Co | 12,222 | $190.1 萬 | 0.22% | +350+2.9% | 加碼 |
| Worldquant Millennium Advisors LLC | 12,216 | $190.0 萬 | 0.04% | −84,267−87.3% | 減碼 |
| Cape Ann Savings Bank | 12,197 | $189.7 萬 | 1.20% | +225+1.9% | 加碼 |
| Delta Financial Advisors LLC | 12,195 | $189.7 萬 | 0.83% | +259+2.2% | 加碼 |
| One Charles Private Wealth Services, LLC | 12,192 | $189.6 萬 | 1.27% | +7,516+160.7% | 加碼 |
| Boston Common Asset Management, LLC | 12,178 | $189.4 萬 | 0.08% | +610+5.3% | 加碼 |
| Private Portfolio Partners LLC | 12,160 | $189.2 萬 | 0.55% | −600−4.7% | 減碼 |
| Calton & Associates, Inc. | 12,115 | $189.0 萬 | 0.36% | −7,518−38.3% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 12,130 | $188.7 萬 | 0.83% | +1,020+9.2% | 加碼 |
| Premier Asset Management LLC | 12,107 | $188.3 萬 | 0.28% | +2,496+26.0% | 加碼 |
| Ategra Capital Management, LLC | 12,066 | $187.7 萬 | 0.96% | −295−2.4% | 減碼 |
| Ausdal Financial Partners, Inc. | 12,054 | $187.5 萬 | 0.28% | −856−6.6% | 減碼 |
| CX Institutional | 12,054 | $187.5 萬 | 0.15% | −632−5.0% | 減碼 |
| Bluesphere Advisors, LLC | 12,040 | $187.3 萬 | 1.66% | −1,331−10.0% | 減碼 |
| Tarbox Family Office, Inc. | 12,040 | $187.3 萬 | 0.33% | +4,717+64.4% | 加碼 |
| Summit X, LLC | 12,003 | $187.0 萬 | 0.47% | −382−3.1% | 減碼 |
| BigSur Wealth Management LLC | 11,992 | $186.5 萬 | 0.84% | −1,900−13.7% | 減碼 |
| Wrapmanager Inc | 11,983 | $186.4 萬 | 0.48% | −154−1.3% | 減碼 |
| Keudell/Morrison Wealth Management | 11,983 | $186.4 萬 | 1.02% | +116+1.0% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 11,974 | $186.2 萬 | 0.34% | +790+7.1% | 加碼 |
| Crescent Capital Consulting, LLC | 11,962 | $186.1 萬 | 0.35% | −90−0.7% | 減碼 |
| Main Street Financial Solutions, LLC | 11,940 | $185.7 萬 | 0.30% | −135−1.1% | 減碼 |
| Hanson & Doremus Investment Management | 19,283 | $185.6 萬 | 0.55% | −4,254−18.1% | 減碼 |
| Lincluden Management Ltd | 11,935 | $185.6 萬 | 0.18% | −4,256−26.3% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 11,895 | $185.0 萬 | 0.33% | +1,676+16.4% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 11,738 | $184.4 萬 | 0.11% | +178+1.5% | 加碼 |
| Trillium Asset Management, LLC | 11,839 | $184.2 萬 | 0.05% | +2,261+23.6% | 加碼 |
| Ahrens Investment Partners LLC | 11,811 | $183.7 萬 | 0.85% | +1,369+13.1% | 加碼 |
| BSW Wealth Partners | 11,786 | $183.3 萬 | 0.50% | +407+3.6% | 加碼 |
| Mainstay Capital Management LLC | 11,774 | $183.1 萬 | 0.43% | −155−1.3% | 減碼 |
| Kensington Investment Counsel, LLC | 11,719 | $182.3 萬 | 1.25% | +210+1.8% | 加碼 |
| San Francisco Sentry Investment Group (Ca) | 11,700 | $181.9 萬 | 0.95% | −1,515−11.5% | 減碼 |
| Proficio Capital Partners LLC | 11,656 | $181.3 萬 | 0.22% | +65+0.6% | 加碼 |
| Breiter Capital Management Inc | 11,649 | $181.2 萬 | 0.97% | +69+0.6% | 加碼 |
| Trust Co | 11,536 | $179.4 萬 | 1.26% | −217−1.8% | 減碼 |
| Acorn Wealth Advisors, LLC | 11,531 | $179.4 萬 | 1.24% | +289+2.6% | 加碼 |
| Grant/GrossMendelsohn, LLC | 11,629 | $179.2 萬 | 1.52% | +36+0.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 11,507 | $179.0 萬 | 0.01% | −4,187−26.7% | 減碼 |
| Monte Financial Group, LLC | 11,511 | $179.0 萬 | 1.02% | −4,040−26.0% | 減碼 |
| First Mercantile Trust Co | 11,499 | $178.9 萬 | 0.21% | −1,474−11.4% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 11,850 | $178.9 萬 | 1.13% | −100−0.8% | 減碼 |
| First Dallas Securities Inc. | 11,475 | $178.5 萬 | 1.17% | +800+7.5% | 加碼 |
| St. Johns Investment Management Company, LLC | 11,439 | $177.9 萬 | 0.97% | −125−1.1% | 減碼 |
| Prestige Wealth Management Group LLC | 11,425 | $177.7 萬 | 0.47% | +1,936+20.4% | 加碼 |
| Clough Capital Partners L P | 11,420 | $177.6 萬 | 0.10% | −165,030−93.5% | 減碼 |
| Mercer Capital Advisers, Inc. | 11,376 | $176.9 萬 | 0.88% | −50−0.4% | 減碼 |
| Highland Private Wealth Management | 11,361 | $176.7 萬 | 0.26% | +228+2.0% | 加碼 |
| Pinnacle Bancorp, Inc. | 11,349 | $176.5 萬 | 0.81% | +68+0.6% | 加碼 |
| Crescent Grove Advisors, LLC | 11,339 | $176.4 萬 | 0.19% | −616−5.2% | 減碼 |
| Bar Harbor Trust Services | 11,313 | $176.0 萬 | 0.57% | +364+3.3% | 加碼 |
| Peterson Wealth Management | 11,295 | $175.7 萬 | 1.40% | +4,176+58.7% | 加碼 |
| Continuum Advisory, LLC | 11,248 | $175.0 萬 | 0.54% | +5,135+84.0% | 加碼 |
| Blue Square Asset Management, LLC | 11,244 | $174.9 萬 | 1.07% | −2,837−20.1% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 11,245 | $174.9 萬 | 1.34% | −665−5.6% | 減碼 |
| Community Capital Management, Inc. | 11,200 | $174.2 萬 | 1.76% | +2,200+24.4% | 加碼 |
| Port Capital LLC | 11,195 | $174.1 萬 | 0.09% | −384−3.3% | 減碼 |
| Royal Harbor Partners, LLC | 11,160 | $173.6 萬 | 1.16% | +705+6.7% | 加碼 |
| USA Financial Portformulas Corp | 11,162 | $173.6 萬 | 1.45% | +2,567+29.9% | 加碼 |
| TBH Global Asset Management, LLC | 11,162 | $173.6 萬 | 0.40% | +2,599+30.4% | 加碼 |
| Modera Wealth Management, LLC | 11,067 | $172.1 萬 | 0.09% | +1,092+10.9% | 加碼 |
| Warren Averett Asset Management, LLC | 10,757 | $172.1 萬 | 0.16% | +2,845+36.0% | 加碼 |
| Occidental Asset Management, LLC | 11,061 | $172.0 萬 | 0.46% | +677+6.5% | 加碼 |
| Klingman & Associates, LLC | 11,009 | $171.2 萬 | 0.16% | −5,601−33.7% | 減碼 |
| Cacti Asset Management LLC | 11,110 | $171.1 萬 | 0.14% | 00.0% | 不變 |
| Sovarnum Capital L.P. | 11,000 | $171.1 萬 | 1.08% | +4,000+57.1% | 加碼 |
| Jackson Wealth Management, LLC | 10,983 | $170.8 萬 | 0.22% | +10,983 | 新進 |
| All Terrain Financial Advisors, LLC | 10,973 | $170.7 萬 | 0.82% | +9,738+788.5% | 加碼 |
| Plante Moran Financial Advisors, LLC | 10,957 | $170.4 萬 | 0.41% | −2,771−20.2% | 減碼 |
| Allred Capital Management, LLC | 10,949 | $170.3 萬 | 0.84% | +349+3.3% | 加碼 |