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 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 7,762 | $120.7 萬 | 1.10% | 00.0% | 不變 |
| Renaissance Group LLC | 7,742 | $120.4 萬 | 0.05% | −694−8.2% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 7,714 | $120.0 萬 | 0.49% | +293+3.9% | 加碼 |
| Summit Financial Strategies, Inc. | 7,705 | $119.8 萬 | 0.25% | +1,986+34.7% | 加碼 |
| AIA Group Ltd | 8,154 | $119.8 萬 | 0.08% | +8,154 | 新進 |
| Doheny Asset Management | 7,689 | $119.6 萬 | 0.77% | −200−2.5% | 減碼 |
| Paulson Wealth Management Inc. | 7,668 | $119.3 萬 | 0.58% | +135+1.8% | 加碼 |
| Plancorp, LLC | 7,658 | $119.1 萬 | 0.09% | −116−1.5% | 減碼 |
| Dividend Assets Capital, LLC | 7,645 | $118.9 萬 | 0.23% | −3,589−31.9% | 減碼 |
| Clearview Wealth Advisors LLC | 7,642 | $118.9 萬 | 0.73% | +360+4.9% | 加碼 |
| Aspireon Wealth Advisors | 7,641 | $118.8 萬 | 0.77% | +141+1.9% | 加碼 |
| MONECO Advisors, LLC | 7,622 | $118.5 萬 | 0.55% | +253+3.4% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 7,594 | $118.1 萬 | 0.74% | −1,307−14.7% | 減碼 |
| PSI Advisors, LLC | 7,581 | $117.9 萬 | 0.62% | +2,058+37.3% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 7,576 | $117.8 萬 | 0.27% | −856−10.2% | 減碼 |
| Veracity Capital LLC | 147,269 | $117.6 萬 | 0.28% | +140,916+2,218.1% | 加碼 |
| Capital Markets Trading UK LLP | 7,556 | $117.5 萬 | 1.19% | +962+14.6% | 加碼 |
| High Falls Advisors, Inc | 7,548 | $117.4 萬 | 0.32% | +13+0.2% | 加碼 |
| Carolinas Wealth Consulting LLC | 7,539 | $117.3 萬 | 0.26% | +777+11.5% | 加碼 |
| Sky Investment Group LLC | 7,524 | $117.0 萬 | 0.26% | +785+11.6% | 加碼 |
| WESPAC Advisors, LLC | 7,508 | $116.8 萬 | 2.24% | −11,150−59.8% | 減碼 |
| ELCO Management Co., LLC | 7,506 | $116.7 萬 | 0.87% | +46+0.6% | 加碼 |
| Princeton Capital Management LLC | 7,478 | $116.3 萬 | 0.36% | +1,797+31.6% | 加碼 |
| Prudent Man Advisors, LLC | 7,472 | $116.2 萬 | 0.45% | −24−0.3% | 減碼 |
| First National Bank Sioux Falls | 7,465 | $116.1 萬 | 1.77% | −20−0.3% | 減碼 |
| Loudon Investment Management, LLC | 7,442 | $115.8 萬 | 0.79% | −8−0.1% | 減碼 |
| DRW Securities, LLC | 7,447 | $115.8 萬 | 0.16% | +5,309+248.3% | 加碼 |
| MBA Advisors LLC | 7,432 | $115.6 萬 | 0.87% | −36−0.5% | 減碼 |
| Iron Financial, LLC | 7,421 | $115.4 萬 | 0.54% | −255−3.3% | 減碼 |
| AllSquare Wealth Management LLC | 7,396 | $115.0 萬 | 0.67% | −50−0.7% | 減碼 |
| Thrive Capital Management, LLC | 7,387 | $114.9 萬 | 0.89% | +2,123+40.3% | 加碼 |
| Cypress Wealth Services, LLC | 7,368 | $114.6 萬 | 0.31% | −3,161−30.0% | 減碼 |
| Carmichael Hill & Associates, Inc. | 7,356 | $114.4 萬 | 0.65% | −98−1.3% | 減碼 |
| Michael B. Yongue | 7,328 | $114.0 萬 | 0.83% | +13+0.2% | 加碼 |
| IFG Advisors, LLC | 7,332 | $114.0 萬 | 0.54% | +127+1.8% | 加碼 |
| Cornerstone National Bank & Trust Co | 7,318 | $113.8 萬 | 0.50% | +506+7.4% | 加碼 |
| Atlas Capital Advisors LLC | 7,317 | $113.8 萬 | 0.19% | +113+1.6% | 加碼 |
| Sippican Capital Advisors | 7,310 | $113.7 萬 | 0.99% | −75−1.0% | 減碼 |
| M. Kraus & Co | 7,302 | $113.6 萬 | 0.41% | +62+0.9% | 加碼 |
| Armbruster Capital Management, Inc. | 7,287 | $113.3 萬 | 0.32% | 00.0% | 不變 |
| Axiom Investment Management LLC | 7,277 | $113.1 萬 | 0.88% | +3,378+86.6% | 加碼 |
| HBW Advisory Services LLC | 7,263 | $113.0 萬 | 0.30% | +1,821+33.5% | 加碼 |
| Easterly Investment Partners LLC | 7,233 | $112.5 萬 | 0.13% | −15,318−67.9% | 減碼 |
| Nations Financial Group Inc, | 7,235 | $112.5 萬 | 0.19% | +2,059+39.8% | 加碼 |
| Proffitt & Goodson Inc | 7,215 | $112.2 萬 | 0.20% | −113−1.5% | 減碼 |
| Alesco Advisors LLC | 7,205 | $112.1 萬 | 0.04% | 00.0% | 不變 |
| MEMBERS Trust Co | 7,176 | $111.6 萬 | 0.04% | +758+11.8% | 加碼 |
| Richard P Slaughter Associates Inc | 7,172 | $111.5 萬 | 0.43% | +186+2.7% | 加碼 |
| Fortress Wealth Group, LLC | 7,166 | $111.5 萬 | 1.00% | +7,166 | 新進 |
| Purus Wealth Management, LLC | 7,157 | $111.3 萬 | 0.80% | +1,869+35.3% | 加碼 |
| Syntal Capital Partners, LLC | 7,153 | $111.2 萬 | 0.39% | −460−6.0% | 減碼 |
| Collective Family Office LLC | 7,147 | $111.2 萬 | 0.48% | +20.0% | 加碼 |
| Wealth Management Partners, LLC | 7,116 | $110.7 萬 | 0.77% | +129+1.8% | 加碼 |
| First Citizens Financial Corp | 7,089 | $110.3 萬 | 0.83% | −10−0.1% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 7,095 | $110.3 萬 | 0.05% | +7,095 | 新進 |
| Tributary Capital Management, LLC | 7,069 | $110.0 萬 | 0.08% | −156−2.2% | 減碼 |
| Tradition Wealth Management, LLC | 7,058 | $109.8 萬 | 0.16% | −118−1.6% | 減碼 |
| Northside Capital Management, LLC | 7,021 | $109.2 萬 | 0.27% | −1,325−15.9% | 減碼 |
| Halbert Hargrove Global Advisors, LLC | 7,020 | $109.2 萬 | 0.07% | +705+11.2% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 7,012 | $109.1 萬 | 0.53% | +154+2.2% | 加碼 |
| Ballew Advisors, Inc | 6,997 | $108.9 萬 | 0.76% | +6,997 | 新進 |
| Rock Creek Group, LP | 6,993 | $108.8 萬 | 0.16% | +1,001+16.7% | 加碼 |
| Affiance Financial, LLC | 6,991 | $108.7 萬 | 0.46% | +12+0.2% | 加碼 |
| Single Point Partners, LLC | 6,976 | $108.5 萬 | 0.37% | −562−7.5% | 減碼 |
| Personal Cfo Solutions, LLC | 6,976 | $108.5 萬 | 0.22% | −251−3.5% | 減碼 |
| Greylin Investment Mangement Inc | 6,950 | $108.1 萬 | 0.21% | −100−1.4% | 減碼 |
| Gilbert & Cook, Inc. | 6,950 | $108.1 萬 | 0.19% | +244+3.6% | 加碼 |
| Investors Research Corp | 6,940 | $107.9 萬 | 0.37% | 00.0% | 不變 |
| Meridian Financial Partners LLC | 7,189 | $107.6 萬 | 0.74% | +269+3.9% | 加碼 |
| Maven Securities LTD | 6,920 | $107.6 萬 | 0.11% | +4,060+142.0% | 加碼 |
| Insight Wealth Strategies, LLC | 6,890 | $107.2 萬 | 0.15% | −3,862−35.9% | 減碼 |
| Onyx Bridge Wealth Group LLC | 7,048 | $107.1 萬 | 0.46% | +1,776+33.7% | 加碼 |
| Portland Investment Counsel Inc. | 6,765 | $106.7 萬 | 0.53% | 00.0% | 不變 |
| Galibier Capital Management Ltd. | 6,831 | $106.2 萬 | 0.14% | 00.0% | 不變 |
| Stephenson National Bank & Trust | 6,830 | $106.2 萬 | 0.69% | +183+2.8% | 加碼 |
| Winmill & Co. Inc | 6,800 | $105.8 萬 | 0.38% | 00.0% | 不變 |
| Successful Portfolios LLC | 6,793 | $105.7 萬 | 0.64% | +138+2.1% | 加碼 |
| Baystate Wealth Management LLC | 6,797 | $105.7 萬 | 0.10% | +520+8.3% | 加碼 |
| Oak Ridge Investments LLC | 6,766 | $105.2 萬 | 0.09% | 00.0% | 不變 |
| Hotaling Investment Management, LLC | 6,759 | $105.1 萬 | 0.43% | +38+0.6% | 加碼 |
| SignalPoint Asset Management, LLC | 6,734 | $104.7 萬 | 0.34% | +194+3.0% | 加碼 |
| Future Financial Wealth Managment LLC | 6,713 | $104.4 萬 | 1.07% | −671−9.1% | 減碼 |
| Advisor OS, LLC | 6,709 | $104.4 萬 | 0.22% | +2,578+62.4% | 加碼 |
| GQG Partners LLC | 6,714 | $104.4 萬 | 0.00% | +6,714 | 新進 |
| Vigilare Wealth Management | 6,703 | $104.3 萬 | 0.63% | −52−0.8% | 減碼 |
| REDW Wealth LLC | 6,707 | $104.3 萬 | 0.33% | +203+3.1% | 加碼 |
| Voya Financial Advisors, Inc. | 6,760 | $104.2 萬 | 0.14% | −44,727−86.9% | 減碼 |
| First Quadrant L P | 6,698 | $104.2 萬 | 0.12% | −4,600−40.7% | 減碼 |
| AXS Investments LLC | 6,699 | $104.2 萬 | 0.32% | +371+5.9% | 加碼 |
| Pratt Collard Advisory Partners LLC | 6,683 | $103.9 萬 | 0.69% | −17−0.3% | 減碼 |
| Dean Investment Associates, LLC | 6,675 | $103.8 萬 | 0.19% | −10−0.1% | 減碼 |
| First National Bank of Hutchinson | 6,675 | $103.8 萬 | 0.54% | +119+1.8% | 加碼 |
| Foresight Wealth Management, LLC | 6,670 | $103.7 萬 | 0.44% | +903+15.7% | 加碼 |
| Semmax Financial Advisors Inc. | 6,660 | $103.6 萬 | 0.33% | +731+12.3% | 加碼 |
| Crumly & Associates Inc. | 6,663 | $103.6 萬 | 0.50% | +1,534+29.9% | 加碼 |
| Northwest Wealth Management, LLC | 6,651 | $103.4 萬 | 0.55% | −190−2.8% | 減碼 |
| Rodgers Brothers Inc. | 6,647 | $103.4 萬 | 0.20% | +450+7.3% | 加碼 |
| Resource Planning Group | 6,650 | $103.4 萬 | 0.60% | +1,058+18.9% | 加碼 |
| Bigelow Investment Advisors, LLC | 6,634 | $103.2 萬 | 0.50% | +350+5.6% | 加碼 |
| BNC Wealth Management, LLC | 6,624 | $103.0 萬 | 0.62% | +49+0.7% | 加碼 |