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 |
|---|---|---|---|---|---|
| Lionsbridge Wealth Management LLC | 9,321 | $144.9 萬 | 1.55% | −917−9.0% | 減碼 |
| WealthTrust Asset Management, LLC | 9,318 | $144.9 萬 | 1.26% | +9,318 | 新進 |
| Ascension Asset Management LLC | 9,304 | $144.7 萬 | 0.95% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 9,295 | $144.6 萬 | 0.83% | +662+7.7% | 加碼 |
| Ibex Wealth Advisors | 9,275 | $144.3 萬 | 0.29% | +9,275 | 新進 |
| Vista Investment Management | 9,273 | $144.2 萬 | 0.85% | +55+0.6% | 加碼 |
| Towercrest Capital Management | 9,258 | $144.0 萬 | 0.28% | −653−6.6% | 減碼 |
| Tempus Wealth Planning, LLC | 9,257 | $144.0 萬 | 0.96% | +4,822+108.7% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 9,236 | $143.7 萬 | 0.09% | +2,135+30.1% | 加碼 |
| BerganKDV Wealth Management, LLC | 9,230 | $143.6 萬 | 0.17% | −1,615−14.9% | 減碼 |
| Hollow Brook Wealth Management LLC | 9,230 | $143.6 萬 | 0.89% | −112−1.2% | 減碼 |
| Hemenway Trust Co LLC | 9,225 | $143.5 萬 | 0.14% | +860+10.3% | 加碼 |
| Front Row Advisors LLC | 9,203 | $142.0 萬 | 0.58% | +706+8.3% | 加碼 |
| Central Bank & Trust Co | 9,104 | $141.6 萬 | 0.23% | +71+0.8% | 加碼 |
| PNC Managed Account Solutions, Inc. | 9,102 | $141.6 萬 | 0.28% | +9,102 | 新進 |
| InTrack Investment Management Inc | 9,208 | $141.3 萬 | 1.11% | −525−5.4% | 減碼 |
| Phocas Financial Corp. | 9,066 | $141.0 萬 | 0.18% | +305+3.5% | 加碼 |
| Delphi Management Inc | 9,062 | $141.0 萬 | 1.35% | +955+11.8% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 9,033 | $140.5 萬 | 1.04% | +9,033 | 新進 |
| Cheviot Value Management, LLC | 8,985 | $139.8 萬 | 0.34% | +54+0.6% | 加碼 |
| Hummer Financial Advisory Services Inc | 8,972 | $139.6 萬 | 1.29% | 00.0% | 不變 |
| MJP Associates Inc | 8,966 | $139.5 萬 | 0.48% | +287+3.3% | 加碼 |
| Childress Capital Advisors, LLC | 8,938 | $139.0 萬 | 0.63% | −1,754−16.4% | 減碼 |
| Fort Point Capital Partners LLC | 8,917 | $138.7 萬 | 0.27% | +32+0.4% | 加碼 |
| West Family Investments, Inc. | 8,898 | $138.4 萬 | 0.39% | +8,898 | 新進 |
| Redwood Investment Management, LLC | 8,890 | $138.3 萬 | 0.23% | +1,290+17.0% | 加碼 |
| Krane Funds Advisors LLC | 8,892 | $138.3 萬 | 0.04% | +1,635+22.5% | 加碼 |
| VisionPoint Advisory Group, LLC | 8,878 | $138.1 萬 | 0.62% | −2,721−23.5% | 減碼 |
| Glenview State Bank Trust Dept. | 8,876 | $138.1 萬 | 0.42% | −275−3.0% | 減碼 |
| Financial Management Professionals, Inc. | 8,876 | $138.1 萬 | 0.36% | +5,372+153.3% | 加碼 |
| Westshore Wealth, LLC | 8,869 | $137.9 萬 | 0.71% | +13+0.1% | 加碼 |
| Greytown Advisors Inc. | 8,818 | $137.2 萬 | 0.66% | +1,929+28.0% | 加碼 |
| Taylor Hoffman Wealth Management | 8,760 | $136.3 萬 | 0.59% | +10.0% | 加碼 |
| LVM Capital Management Ltd | 8,763 | $136.3 萬 | 0.21% | +400+4.8% | 加碼 |
| Ayrshire Capital Management LLC | 8,736 | $135.9 萬 | 0.77% | −86−1.0% | 減碼 |
| XR Securities LLC | 8,723 | $135.7 萬 | 1.13% | +5,971+217.0% | 加碼 |
| Clarus Group, Inc. | 8,698 | $135.5 萬 | 1.01% | +10.0% | 加碼 |
| Caz Investments LP | 8,700 | $135.3 萬 | 1.45% | −3,000−25.6% | 減碼 |
| Salzhauer Michael | 8,660 | $134.7 萬 | 0.67% | 00.0% | 不變 |
| Mather Group, LLC. | 8,654 | $134.6 萬 | 0.03% | +1,097+14.5% | 加碼 |
| Well Done, LLC | 8,630 | $134.2 萬 | 0.30% | −93−1.1% | 減碼 |
| Prentice Wealth Management LLC | 8,613 | $134.0 萬 | 0.69% | +474+5.8% | 加碼 |
| Virtue Capital Management, LLC | 8,577 | $133.4 萬 | 0.27% | −264−3.0% | 減碼 |
| Verition Fund Management LLC | 8,543 | $132.9 萬 | 0.02% | +3,934+85.4% | 加碼 |
| Defined Wealth Management, LLC | 8,539 | $132.8 萬 | 1.18% | +20+0.2% | 加碼 |
| O'Brien Greene & Co. Inc | 8,509 | $132.4 萬 | 0.47% | 00.0% | 不變 |
| TLWM | 8,506 | $132.0 萬 | 0.47% | +74+0.9% | 加碼 |
| Founders Financial Securities LLC | 8,463 | $131.6 萬 | 0.26% | +2,172+34.5% | 加碼 |
| Pflug Koory, LLC | 8,450 | $131.4 萬 | 0.69% | −240−2.8% | 減碼 |
| First National Bank & Trust Co of Newtown | 8,450 | $131.4 萬 | 0.27% | −15−0.2% | 減碼 |
| Silicon Hills Wealth Management, LLC | 8,430 | $131.1 萬 | 1.02% | +120+1.4% | 加碼 |
| Charter Oak Capital Management, LLC | 8,411 | $130.8 萬 | 0.17% | +124+1.5% | 加碼 |
| Wealth Management Associates, Inc. | 8,393 | $130.6 萬 | 0.74% | +1,309+18.5% | 加碼 |
| Caliber Wealth Management, LLC | 8,370 | $130.2 萬 | 0.92% | +8,370 | 新進 |
| CFO4Life Group, LLC | 8,362 | $130.1 萬 | 0.30% | +168+2.1% | 加碼 |
| Searle & Co. | 8,355 | $130.0 萬 | 0.53% | 00.0% | 不變 |
| Orrstown Financial Services Inc | 8,256 | $129.7 萬 | 1.88% | −188−2.2% | 減碼 |
| Howard Financial Services, Ltd. | 8,311 | $129.3 萬 | 0.51% | +51+0.6% | 加碼 |
| Beacon Financial Advisory LLC | 8,305 | $129.2 萬 | 0.69% | +863+11.6% | 加碼 |
| Unigestion Holding SA | 8,377 | $129.1 萬 | 0.05% | −2,574−23.5% | 減碼 |
| Physicians Financial Services, Inc. | 8,282 | $128.8 萬 | 0.53% | −520−5.9% | 減碼 |
| Navalign, LLC | 8,253 | $128.4 萬 | 0.54% | +169+2.1% | 加碼 |
| Menard Financial Group LLC | 8,253 | $128.4 萬 | 1.22% | +422+5.4% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 8,248 | $128.3 萬 | 0.40% | +577+7.5% | 加碼 |
| Balentine LLC | 8,244 | $128.2 萬 | 0.05% | −76−0.9% | 減碼 |
| Oxler Private Wealth LLC | 8,238 | $128.1 萬 | 0.56% | +73+0.9% | 加碼 |
| Geneva Partners, LLC | 8,185 | $127.3 萬 | 0.58% | +8,185 | 新進 |
| Grandview Asset Management LLC | 8,153 | $126.8 萬 | 0.70% | +1,263+18.3% | 加碼 |
| Accel Wealth Management | 8,131 | $126.5 萬 | 0.84% | +135+1.7% | 加碼 |
| Focused Wealth Management, Inc | 8,107 | $126.1 萬 | 0.21% | +433+5.6% | 加碼 |
| Cutter & CO Brokerage, Inc. | 8,099 | $126.0 萬 | 0.29% | +260+3.3% | 加碼 |
| Hall Laurie J Trustee | 8,095 | $125.9 萬 | 0.47% | −575−6.6% | 減碼 |
| Probity Advisors, Inc. | 8,088 | $125.8 萬 | 0.26% | +8+0.1% | 加碼 |
| Alethea Capital Management, LLC | 8,085 | $125.8 萬 | 0.79% | +4,385+118.5% | 加碼 |
| Shaker Investments LLC | 8,081 | $125.7 萬 | 0.58% | +20.0% | 加碼 |
| Green Harvest Asset Management LLC | 8,083 | $125.7 萬 | 0.23% | +909+12.7% | 加碼 |
| Unio Capital LLC | 8,045 | $125.2 萬 | 0.56% | +1,634+25.5% | 加碼 |
| Executive Wealth Management, LLC | 8,036 | $124.9 萬 | 0.14% | +124+1.6% | 加碼 |
| Renasant Bank | 8,020 | $124.8 萬 | 0.94% | −287−3.5% | 減碼 |
| IMS Capital Management | 8,008 | $124.6 萬 | 0.74% | +1,994+33.2% | 加碼 |
| GoodHaven Capital Management, LLC | 8,000 | $124.4 萬 | 0.83% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 7,982 | $124.2 萬 | 0.81% | +129+1.6% | 加碼 |
| CVA Family Office, LLC | 7,986 | $124.2 萬 | 0.35% | +2,898+57.0% | 加碼 |
| New Jersey Better Educational Savings Trust | 7,951 | $123.7 萬 | 2.47% | 00.0% | 不變 |
| Weather Gauge Advisory, LLC | 7,941 | $123.5 萬 | 1.44% | +7+0.1% | 加碼 |
| Garrison Point Advisors, LLC | 7,927 | $123.3 萬 | 0.89% | +50+0.6% | 加碼 |
| JFS Wealth Advisors, LLC | 7,919 | $123.2 萬 | 0.18% | +1,195+17.8% | 加碼 |
| Alhambra Investment Partners LLC | 7,898 | $122.8 萬 | 0.92% | +105+1.3% | 加碼 |
| Legacy Bridge, LLC | 7,888 | $122.7 萬 | 0.69% | +1,050+15.4% | 加碼 |
| Cooper Financial Group | 7,869 | $122.4 萬 | 0.25% | +316+4.2% | 加碼 |
| Atwood & Palmer Inc | 7,849 | $122.1 萬 | 0.11% | −300−3.7% | 減碼 |
| Reitz Capital Advisors LLC | 7,852 | $122.1 萬 | 0.86% | −38−0.5% | 減碼 |
| Ironwood Investment Management LLC | 7,848 | $122.1 萬 | 0.62% | 00.0% | 不變 |
| Keel Point, LLC | 7,843 | $122.0 萬 | 0.15% | −561−6.7% | 減碼 |
| Corsicana & Co. | 7,815 | $121.6 萬 | 0.77% | +7,815 | 新進 |
| Platte River Wealth Advisors, LLC | 7,803 | $121.4 萬 | 0.46% | +182+2.4% | 加碼 |
| Global Trust Asset Management, LLC | 7,806 | $121.4 萬 | 0.58% | +2,132+37.6% | 加碼 |
| LBMC Investment Advisors, LLC | 7,784 | $121.1 萬 | 0.12% | +2,520+47.9% | 加碼 |
| Waddell & Associates, LLC | 7,769 | $120.8 萬 | 0.21% | +7,769 | 新進 |
| QP Wealth Management, LLC | 7,760 | $120.7 萬 | 1.24% | −1,141−12.8% | 減碼 |