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 5,157 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| Mariner, LLC | 871,844 | $1.36 億 | 0.84% | +35,355+4.2% | 加碼 |
| Personal Capital Advisors Corp | 868,499 | $1.35 億 | 0.70% | +34,013+4.1% | 加碼 |
| Pinebridge Investments, L.P. | 867,161 | $1.35 億 | 1.56% | −40,997−4.5% | 減碼 |
| Rockefeller Capital Management L.P. | 862,820 | $1.34 億 | 0.76% | +153,294+21.6% | 加碼 |
| AXA S.A. | 855,052 | $1.33 億 | 0.37% | +214,493+33.5% | 加碼 |
| Arizona State Retirement System | 854,957 | $1.33 億 | 1.08% | −4,039−0.5% | 減碼 |
| Amalgamated Bank | 848,563 | $1.32 億 | 1.06% | +682,684+411.6% | 加碼 |
| Comerica Bank | 843,214 | $1.30 億 | 0.79% | −25,272−2.9% | 減碼 |
| Factory Mutual Insurance Co | 834,642 | $1.30 億 | 1.59% | −26,539−3.1% | 減碼 |
| Douglass Winthrop Advisors, LLC | 826,254 | $1.29 億 | 3.15% | −35,456−4.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 821,982 | $1.28 億 | 0.71% | −20,828−2.5% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 814,547 | $1.27 億 | 2.93% | −2,544−0.3% | 減碼 |
| SG Americas Securities, LLC | 813,768 | $1.27 億 | 0.65% | +223,220+37.8% | 加碼 |
| Smead Capital Management, Inc. | 795,746 | $1.24 億 | 4.33% | +90,903+12.9% | 加碼 |
| Zacks Investment Management | 777,310 | $1.21 億 | 1.96% | +1,570+0.2% | 加碼 |
| Capital Wealth Planning, LLC | 776,649 | $1.21 億 | 3.40% | +82,835+11.9% | 加碼 |
| Argent Capital Management LLC | 776,162 | $1.21 億 | 3.77% | −8,899−1.1% | 減碼 |
| CCLA Investment Management Ltd | 775,958 | $1.21 億 | 2.11% | −115,138−12.9% | 減碼 |
| Nissay Asset Management Corp | 773,509 | $1.20 億 | 1.06% | +88,818+13.0% | 加碼 |
| Gofen & Glossberg LLC | 764,847 | $1.19 億 | 2.83% | −1,762−0.2% | 減碼 |
| State of Michigan Retirement System | 760,943 | $1.18 億 | 0.69% | −4,900−0.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 755,105 | $1.17 億 | 0.14% | +220,587+41.3% | 加碼 |
| Compagnie Lombard Odier SCmA | 723,795 | $1.13 億 | 2.48% | +66,863+10.2% | 加碼 |
| NFJ Investment Group, LLC | 722,051 | $1.12 億 | 2.12% | −14,772−2.0% | 減碼 |
| Welch & Forbes LLC | 720,690 | $1.12 億 | 1.89% | +15,496+2.2% | 加碼 |
| United Capital Financial Advisers, LLC | 719,167 | $1.12 億 | 0.57% | +2,060+0.3% | 加碼 |
| Consulta Ltd | 717,500 | $1.12 億 | 5.26% | −432,500−37.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 714,875 | $1.11 億 | 0.21% | +61,290+9.4% | 加碼 |
| Natixis | 718,279 | $1.11 億 | 0.49% | +517,105+257.0% | 加碼 |
| Marshall Wace North America L.P. | 709,922 | $1.10 億 | 0.46% | −139,441−16.4% | 減碼 |
| Segall Bryant & Hamill, LLC | 703,280 | $1.09 億 | 1.06% | +18,351+2.7% | 加碼 |
| MetLife Investment Management | 701,827 | $1.09 億 | 0.96% | −25,345−3.5% | 減碼 |
| Capitolis Advisors LLC | 698,188 | $1.09 億 | 1.28% | +283,492+68.4% | 加碼 |
| Phoenix Holdings Ltd. | 678,710 | $1.06 億 | 2.05% | +396,758+140.7% | 加碼 |
| James Hambro & Partners | 677,839 | $1.05 億 | 8.35% | +11,101+1.7% | 加碼 |
| Artemis Investment Management LLP | 675,124 | $1.05 億 | 0.91% | −298,755−30.7% | 減碼 |
| Bartlett & Co. LLC | 673,498 | $1.05 億 | 2.00% | +1,704+0.3% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 673,498 | $1.05 億 | 2.00% | +1,704+0.3% | 加碼 |
| Forsta Ap-Fonden | 673,300 | $1.05 億 | 1.23% | +66,700+11.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 669,830 | $1.04 億 | 1.48% | +2,182+0.3% | 加碼 |
| Rathbone Brothers plc | 665,712 | $1.04 億 | 1.15% | +104,923+18.7% | 加碼 |
| Focused Investors LLC | 664,100 | $1.03 億 | 3.29% | −16,100−2.4% | 減碼 |
| CIBC Asset Management Inc | 664,076 | $1.03 億 | 0.42% | −5,821−0.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 661,826 | $1.03 億 | 1.15% | +408,909+161.7% | 加碼 |
| Jane Street Group, LLC | 654,001 | $1.02 億 | 0.26% | +410,033+168.1% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 654,022 | $1.02 億 | 1.07% | −326,669−33.3% | 減碼 |
| Handelsbanken Fonder AB | 652,113 | $1.01 億 | 0.53% | −92,828−12.5% | 減碼 |
| SEI Investments Co | 648,784 | $1.01 億 | 0.22% | −78,537−10.8% | 減碼 |
| MUFG Americas Holdings Corp | 635,567 | $9,886 萬 | 1.82% | +17,357+2.8% | 加碼 |
| Employees Retirement System of Texas | 624,565 | $9,715 萬 | 1.18% | −11,404−1.8% | 減碼 |
| Tiaa, FSB | 619,599 | $9,637 萬 | 0.33% | −13,834−2.2% | 減碼 |
| PGGM Investments | 617,907 | $9,611 萬 | 0.41% | +51,007+9.0% | 加碼 |
| Dodge & Cox | 611,629 | $9,513 萬 | 0.06% | −588,458−49.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 608,506 | $9,465 萬 | 1.21% | −3,687−0.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 605,689 | $9,421 萬 | 0.87% | 00.0% | 不變 |
| Whittier Trust Co | 604,520 | $9,403 萬 | 1.67% | +6,729+1.1% | 加碼 |
| Quilter Plc | 600,390 | $9,339 萬 | 2.69% | +26,334+4.6% | 加碼 |
| Kovitz Investment Group Partners, LLC | 596,949 | $9,285 萬 | 1.84% | +47,069+8.6% | 加碼 |
| Williams Jones Wealth Management, LLC. | 593,328 | $9,229 萬 | 1.29% | +8,647+1.5% | 加碼 |
| TCW Group Inc | 586,117 | $9,116 萬 | 0.79% | −45,632−7.2% | 減碼 |
| Creative Planning | 585,047 | $9,100 萬 | 0.16% | −20,174−3.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 582,236 | $9,056 萬 | 0.92% | +21,432+3.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 582,137 | $9,055 萬 | 0.43% | +46,397+8.7% | 加碼 |
| Wilkinson Global Asset Management LLC | 579,207 | $9,009 萬 | 5.32% | +7,136+1.2% | 加碼 |
| Utah Retirement Systems | 573,469 | $8,920 萬 | 1.15% | −8,500−1.5% | 減碼 |
| ING Groep NV | 571,649 | $8,891 萬 | 1.42% | +346,580+154.0% | 加碼 |
| Clark Capital Management Group, Inc. | 568,972 | $8,850 萬 | 1.24% | −166,086−22.6% | 減碼 |
| British Columbia Investment Management Corp | 564,922 | $8,787 萬 | 0.54% | +64,608+12.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 549,188 | $8,542 萬 | 0.24% | +59,824+12.2% | 加碼 |
| Manning & Napier Group, LLC | 548,244 | $8,527 萬 | 0.70% | −68,383−11.1% | 減碼 |
| Beck Mack & Oliver LLC | 548,129 | $8,526 萬 | 2.27% | +24,077+4.6% | 加碼 |
| Boston Private Wealth LLC | 541,060 | $8,416 萬 | 1.07% | +1,757+0.3% | 加碼 |
| State of Alaska, Department of Revenue | 537,356 | $8,358 萬 | 0.85% | +7,350+1.4% | 加碼 |
| HM Payson & Co | 535,177 | $8,324 萬 | 2.03% | +1,134+0.2% | 加碼 |
| Crawford Investment Counsel Inc | 530,977 | $8,259 萬 | 1.67% | +19,161+3.7% | 加碼 |
| Evercore Wealth Management, LLC | 524,842 | $8,163 萬 | 1.49% | +21,461+4.3% | 加碼 |
| Park National Corp | 517,061 | $8,042 萬 | 3.37% | +1,753+0.3% | 加碼 |
| Wafra Inc. | 514,506 | $8,003 萬 | 3.01% | +74,981+17.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 511,905 | $7,962 萬 | 0.40% | +30,470+6.3% | 加碼 |
| Gabelli Funds LLC | 503,167 | $7,826 萬 | 0.50% | −7,800−1.5% | 減碼 |
| Texas Permanent School Fund | 502,894 | $7,822 萬 | 0.91% | −6,651−1.3% | 減碼 |
| Avalon Investment & Advisory | 501,447 | $7,800 萬 | 1.73% | −70,146−12.3% | 減碼 |
| Peapack Gladstone Financial Corp | 499,208 | $7,765 萬 | 1.86% | −4,145−0.8% | 減碼 |
| RNC Capital Management LLC | 494,728 | $7,695 萬 | 4.07% | +7,943+1.6% | 加碼 |
| Basswood Capital Management, L.L.C. | 491,000 | $7,637 萬 | 3.20% | 00.0% | 不變 |
| Bridgewater Associates, LP | 490,961 | $7,636 萬 | 0.49% | +81,447+19.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 488,987 | $7,606 萬 | 1.53% | +7,017+1.5% | 加碼 |
| Westpac Banking Corp | 488,079 | $7,592 萬 | 0.76% | −87,125−15.1% | 減碼 |
| Cornerstone Investment Partners, LLC | 487,885 | $7,589 萬 | 3.97% | −5,972−1.2% | 減碼 |
| Mackay Shields LLC | 475,790 | $7,400 萬 | 0.70% | −89,831−15.9% | 減碼 |
| Staley Capital Advisers Inc | 468,933 | $7,294 萬 | 3.82% | −1,739−0.4% | 減碼 |
| MML Investors Services, LLC | 467,970 | $7,279 萬 | 0.61% | +38,893+9.1% | 加碼 |
| Polaris Capital Management, LLC | 462,851 | $7,199 萬 | 2.32% | +3,500+0.8% | 加碼 |
| Financial Counselors Inc | 459,070 | $7,140 萬 | 1.55% | +1,120+0.2% | 加碼 |
| Gamco Investors, Inc. Et Al | 456,348 | $7,098 萬 | 0.60% | −21,225−4.4% | 減碼 |
| Miller Value Partners, LLC | 454,126 | $7,064 萬 | 1.84% | +6,000+1.3% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 454,075 | $7,063 萬 | 2.30% | +9,414+2.1% | 加碼 |
| Millennium Management LLC | 451,776 | $7,027 萬 | 0.09% | +90,258+25.0% | 加碼 |
| Jupiter Asset Management Ltd | 451,075 | $7,012 萬 | 0.72% | −486,413−51.9% | 減碼 |
| E. Ohman J:or Asset Management AB | 440,185 | $6,847 萬 | 2.14% | +38,700+9.6% | 加碼 |