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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 10,944 | $170.2 萬 | 0.23% | +322+3.0% | 加碼 |
| Evanson Asset Management, LLC | 10,922 | $169.9 萬 | 0.18% | +46+0.4% | 加碼 |
| Auxano Advisors, LLC | 10,910 | $169.7 萬 | 0.78% | −400−3.5% | 減碼 |
| Financial Advisory Service, Inc. | 10,875 | $169.1 萬 | 0.16% | +1,278+13.3% | 加碼 |
| Private Capital Group, LLC | 10,860 | $168.9 萬 | 0.38% | +104+1.0% | 加碼 |
| Traphagen Investment Advisors LLC | 10,831 | $168.5 萬 | 0.29% | +4,179+62.8% | 加碼 |
| Bassett Hargrove Investment Counsel, LLC | 10,812 | $168.2 萬 | 2.51% | +10,812 | 新進 |
| CAMG Solamere Management, LLC | 10,808 | $168.1 萬 | 1.45% | −73−0.7% | 減碼 |
| BancorpSouth Bank | 10,735 | $166.9 萬 | 0.24% | −4,369−28.9% | 減碼 |
| Roman Butler Fullerton & Co | 10,715 | $166.7 萬 | 0.81% | +270+2.6% | 加碼 |
| HC Advisors, LLC | 10,707 | $166.5 萬 | 1.02% | +6+0.1% | 加碼 |
| Blackhawk Capital Partners LLC. | 10,928 | $166.4 萬 | 1.13% | −2,377−17.9% | 減碼 |
| Ssi Investment Management LLC | 10,684 | $166.4 萬 | 0.11% | −41−0.4% | 減碼 |
| Te Ahumairangi Investment Management Ltd | 10,700 | $166.4 萬 | 0.22% | +5,600+109.8% | 加碼 |
| Invst, LLC | 10,945 | $166.3 萬 | 0.27% | +863+8.6% | 加碼 |
| Paradigm Financial Advisors, LLC | 10,686 | $166.2 萬 | 0.37% | +135+1.3% | 加碼 |
| Vontobel Swiss Wealth Advisors AG | 10,660 | $165.8 萬 | 0.85% | +934+9.6% | 加碼 |
| Cidel Asset Management Inc | 10,656 | $165.7 萬 | 0.07% | −332−3.0% | 減碼 |
| WealthBridge Capital Management, LLC | 10,623 | $165.2 萬 | 0.60% | +21+0.2% | 加碼 |
| Strategic Investment Advisors | 10,624 | $165.2 萬 | 0.38% | +2,395+29.1% | 加碼 |
| Van Hulzen Asset Management, LLC | 10,609 | $165.0 萬 | 0.25% | +4,377+70.2% | 加碼 |
| Beck Capital Management, LLC | 10,581 | $164.6 萬 | 0.55% | +10,581 | 新進 |
| Northeast Financial Group, Inc. | 10,579 | $164.5 萬 | 1.07% | −1,887−15.1% | 減碼 |
| Opus Capital Group, LLC | 10,525 | $163.7 萬 | 0.37% | −682−6.1% | 減碼 |
| Ballast, Inc. | 10,527 | $163.7 萬 | 0.69% | +1,373+15.0% | 加碼 |
| Texas Capital Bancshares Inc | 10,521 | $163.6 萬 | 1.19% | −58−0.5% | 減碼 |
| Bell Bank | 10,480 | $163.0 萬 | 0.22% | −636−5.7% | 減碼 |
| Clear Perspective Advisors, LLC | 10,418 | $162.0 萬 | 0.56% | −87−0.8% | 減碼 |
| Eagle Capital Management LLC | 10,385 | $161.5 萬 | 0.00% | −292−2.7% | 減碼 |
| Townsend & Associates, Inc | 10,224 | $161.5 萬 | 0.94% | +205+2.0% | 加碼 |
| Fiduciary Planning LLC | 10,363 | $161.2 萬 | 1.39% | +3,027+41.3% | 加碼 |
| Allen Investment Management LLC | 10,351 | $161.0 萬 | 0.02% | 00.0% | 不變 |
| Greenwich Wealth Management LLC | 10,311 | $160.4 萬 | 0.14% | −64−0.6% | 減碼 |
| Covenant Multifamily Offices, LLC | 10,310 | $160.4 萬 | 0.29% | +2,710+35.7% | 加碼 |
| Round Hill Asset Management | 10,296 | $160.2 萬 | 0.79% | 00.0% | 不變 |
| Credential Qtrade Securities Inc. | 10,292 | $160.1 萬 | 0.13% | −3,423−25.0% | 減碼 |
| CapWealth Advisors, LLC | 10,265 | $159.7 萬 | 0.17% | +60+0.6% | 加碼 |
| Westbourne Investment Advisors, Inc. | 10,260 | $159.6 萬 | 0.72% | −75−0.7% | 減碼 |
| N.E.W. Advisory Services LLC | 10,251 | $159.6 萬 | 0.27% | +237+2.4% | 加碼 |
| Everhart Financial Group, Inc. | 10,235 | $159.2 萬 | 1.10% | +1,167+12.9% | 加碼 |
| Lavaca Capital LLC | 10,237 | $159.2 萬 | 0.82% | +5,600+120.8% | 加碼 |
| Wealth Architects, LLC | 10,214 | $158.9 萬 | 0.31% | +2,459+31.7% | 加碼 |
| Heritage Wealth Management, LLC | 10,196 | $158.6 萬 | 0.60% | +331+3.4% | 加碼 |
| Fiducient Advisors LLC | 10,180 | $158.3 萬 | 0.49% | −5,107−33.4% | 減碼 |
| CKW Financial Group | 10,055 | $157.9 萬 | 0.25% | −500−4.7% | 減碼 |
| Wealthquest Corp | 10,148 | $157.8 萬 | 0.27% | −996−8.9% | 減碼 |
| Guardian Capital LP | 10,105 | $157.2 萬 | 0.03% | −3,900−27.8% | 減碼 |
| Camden Capital, LLC | 10,100 | $157.1 萬 | 0.36% | +210+2.1% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 10,094 | $157.0 萬 | 0.51% | +737+7.9% | 加碼 |
| Capital Square, LLC | 10,244 | $156.6 萬 | 1.16% | +1,208+13.4% | 加碼 |
| Elmwood Wealth Management, Inc. | 10,060 | $156.5 萬 | 0.82% | 00.0% | 不變 |
| GoalVest Advisory LLC | 10,036 | $156.1 萬 | 0.97% | +2,159+27.4% | 加碼 |
| Members Capital Advisors Inc | 10,039 | $156.1 萬 | 0.97% | +10,039 | 新進 |
| First National Bank of South Miami | 10,014 | $155.8 萬 | 1.06% | +723+7.8% | 加碼 |
| Holowesko Partners Ltd. | 10,000 | $155.5 萬 | 0.40% | 00.0% | 不變 |
| BHK Investment Advisors, LLC | 10,000 | $155.5 萬 | 0.64% | −758−7.0% | 減碼 |
| Leverage Partners Absolute Return Fund SPC | 10,000 | $155.5 萬 | 1.07% | +10,000 | 新進 |
| Oder Investment Management, LLC | 9,996 | $155.4 萬 | 2.03% | −159−1.6% | 減碼 |
| Winthrop Advisory Group LLC | 9,981 | $155.3 萬 | 0.35% | −381−3.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 9,936 | $154.5 萬 | 0.00% | +50+0.5% | 加碼 |
| Stelac Advisory Services LLC | 9,924 | $154.4 萬 | 0.35% | +500+5.3% | 加碼 |
| Colton Groome Financial Advisors, LLC | 9,925 | $154.4 萬 | 0.71% | +9,925 | 新進 |
| Total Clarity Wealth Management, Inc. | 9,897 | $153.9 萬 | 0.86% | +402+4.2% | 加碼 |
| Orca Investment Management, LLC | 9,868 | $153.5 萬 | 1.38% | −840−7.8% | 減碼 |
| Optimal Asset Management, Inc. | 9,871 | $153.5 萬 | 0.18% | −10.0% | 減碼 |
| First Financial Corp | 9,858 | $153.4 萬 | 1.02% | −255−2.5% | 減碼 |
| Covenant Partners, LLC | 9,837 | $153.0 萬 | 0.58% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 9,816 | $152.7 萬 | 0.22% | −5,383−35.4% | 減碼 |
| Biltmore Family Office, LLC | 9,816 | $152.7 萬 | 0.43% | +256+2.7% | 加碼 |
| First Bank & Trust | 9,811 | $152.6 萬 | 0.74% | +17+0.2% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 9,788 | $152.2 萬 | 0.92% | −31−0.3% | 減碼 |
| Burgundy Asset Management Ltd. | 9,761 | $151.8 萬 | 0.01% | 00.0% | 不變 |
| Avestar Capital, LLC | 9,754 | $151.7 萬 | 0.29% | −2,718−21.8% | 減碼 |
| Financial Partners Group, Inc | 9,734 | $151.4 萬 | 0.39% | −76−0.8% | 減碼 |
| Teamwork Financial Advisors, LLC | 9,712 | $151.1 萬 | 0.31% | +6,763+229.3% | 加碼 |
| Engine No. 1 LLC | 9,674 | $150.5 萬 | 0.41% | +9,674 | 新進 |
| Concord Wealth Partners | 9,652 | $150.1 萬 | 0.43% | +902+10.3% | 加碼 |
| Burke & Herbert Bank & Trust Co | 9,633 | $149.8 萬 | 0.96% | −57−0.6% | 減碼 |
| Capital Advisors, Ltd. LLC | 9,613 | $149.5 萬 | 0.27% | +749+8.4% | 加碼 |
| Bingham Osborn & Scarborough LLC | 9,597 | $149.3 萬 | 0.11% | +1,284+15.4% | 加碼 |
| Hemington Wealth Management | 9,591 | $149.2 萬 | 0.64% | −842−8.1% | 減碼 |
| Teza Capital Management LLC | 9,570 | $148.9 萬 | 0.24% | −34,844−78.5% | 減碼 |
| Uncommon Cents Investing LLC | 9,572 | $148.9 萬 | 0.60% | +120+1.3% | 加碼 |
| Trust Investment Advisors | 9,575 | $148.9 萬 | 1.32% | +154+1.6% | 加碼 |
| Sage Rhino Capital LLC | 9,557 | $148.6 萬 | 0.44% | +148+1.6% | 加碼 |
| PhiloSmith Capital Corp | 9,550 | $148.5 萬 | 0.65% | 00.0% | 不變 |
| KC Investment Advisors, LLC | 9,532 | $148.3 萬 | 1.19% | +556+6.2% | 加碼 |
| JSF Financial, LLC | 9,528 | $148.2 萬 | 0.87% | −13−0.1% | 減碼 |
| Orion Capital Management LLC | 9,520 | $148.1 萬 | 0.92% | 00.0% | 不變 |
| B&D White Capital Company, LLC | 9,504 | $147.8 萬 | 0.66% | 00.0% | 不變 |
| Citadel Investment Advisory, Inc. | 9,490 | $147.6 萬 | 0.91% | 00.0% | 不變 |
| Hardy Reed LLC | 9,476 | $147.4 萬 | 0.26% | −25−0.3% | 減碼 |
| Gilman Hill Asset Management, LLC | 9,476 | $147.4 萬 | 0.38% | +655+7.4% | 加碼 |
| Creative Financial Designs Inc | 9,463 | $147.2 萬 | 0.26% | +3,113+49.0% | 加碼 |
| Capital One Financial Corp | 9,455 | $147.1 萬 | 0.18% | −115−1.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,416 | $146.5 萬 | 0.09% | +2,444+35.1% | 加碼 |
| Bennett Selby Investments LP | 9,402 | $146.2 萬 | 0.99% | 00.0% | 不變 |
| Windsor Creek Advisors, LLC | 9,373 | $145.8 萬 | 0.55% | +11+0.1% | 加碼 |
| One + One Wealth Management, LLC | 9,356 | $145.5 萬 | 1.00% | +24+0.3% | 加碼 |
| Derbend Asset Management | 9,353 | $145.5 萬 | 1.36% | +9,353 | 新進 |