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 |
|---|---|---|---|---|---|
| Umb Bank N A | 435,962 | $6,781 萬 | 1.55% | −457−0.1% | 減碼 |
| Bowen Hanes & Co Inc | 434,981 | $6,766 萬 | 2.06% | −4,440−1.0% | 減碼 |
| Renaissance Technologies LLC | 434,186 | $6,753 萬 | 0.08% | +434,186 | 新進 |
| EP Wealth Advisors, LLC | 433,009 | $6,735 萬 | 1.87% | +6,219+1.5% | 加碼 |
| Berkshire Asset Management LLC | 431,448 | $6,711 萬 | 4.53% | +25,193+6.2% | 加碼 |
| Cooke & Bieler LP | 430,371 | $6,694 萬 | 0.62% | −24,982−5.5% | 減碼 |
| Seizert Capital Partners, LLC | 430,327 | $6,693 萬 | 3.19% | +11,698+2.8% | 加碼 |
| Prio Wealth Limited Partnership | 425,037 | $6,611 萬 | 2.23% | −30,945−6.8% | 減碼 |
| Becker Capital Management Inc | 422,493 | $6,572 萬 | 2.79% | −6,699−1.6% | 減碼 |
| Corvex Management LP | 421,600 | $6,558 萬 | 2.93% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 419,558 | $6,526 萬 | 0.64% | −79,500−15.9% | 減碼 |
| Mutual of America Capital Management LLC | 415,290 | $6,459 萬 | 0.64% | −272−0.1% | 減碼 |
| People's United Financial, Inc. | 414,996 | $6,455 萬 | 1.44% | −797−0.2% | 減碼 |
| Advisors Asset Management, Inc. | 410,483 | $6,385 萬 | 0.93% | −13,236−3.1% | 減碼 |
| Washington Trust Co | 409,142 | $6,364 萬 | 1.79% | +1,089+0.3% | 加碼 |
| IFM Investors Pty Ltd | 405,034 | $6,300 萬 | 1.29% | +73,242+22.1% | 加碼 |
| Pinnacle Associates Ltd | 403,960 | $6,283 萬 | 1.14% | −2010.0% | 減碼 |
| Swiss Life Asset Management Ltd | 445,976 | $6,267 萬 | 0.82% | −37,540−7.8% | 減碼 |
| Guidance Point Advisors, LLC | 400,542 | $6,230 萬 | 24.19% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 399,663 | $6,216 萬 | 1.48% | +4,108+1.0% | 加碼 |
| Colony Group LLC | 398,262 | $6,195 萬 | 1.23% | −29,520−6.9% | 減碼 |
| Psagot Investment House Ltd. | 395,494 | $6,152 萬 | 2.20% | −23,786−5.7% | 減碼 |
| Barrett Asset Management, LLC | 391,970 | $6,097 萬 | 2.81% | +554+0.1% | 加碼 |
| Cambridge Trust Co | 390,826 | $6,079 萬 | 2.29% | −1400.0% | 減碼 |
| Cerity Partners LLC | 386,244 | $6,008 萬 | 1.31% | +28,093+7.8% | 加碼 |
| Meitav Dash Investments Ltd | 386,203 | $6,006 萬 | 1.54% | −21,341−5.2% | 減碼 |
| Nicholas Company, Inc. | 382,630 | $5,951 萬 | 1.05% | −21,030−5.2% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 380,474 | $5,918 萬 | 0.66% | −1,170−0.3% | 減碼 |
| Investment Management Corp of Ontario | 380,000 | $5,911 萬 | 2.56% | 00.0% | 不變 |
| Associated Banc-Corp | 377,098 | $5,865 萬 | 2.32% | −1,919−0.5% | 減碼 |
| Captrust Financial Advisors | 373,894 | $5,816 萬 | 0.54% | +2,528+0.7% | 加碼 |
| Waters Parkerson & Co., LLC | 373,867 | $5,815 萬 | 3.36% | −3,721−1.0% | 減碼 |
| Donaldson Capital Management, LLC | 373,329 | $5,807 萬 | 2.97% | +16,315+4.6% | 加碼 |
| Kestra Advisory Services, LLC | 372,960 | $5,801 萬 | 0.66% | +10,637+2.9% | 加碼 |
| D.A. Davidson & Co. | 372,026 | $5,787 萬 | 0.68% | +9,993+2.8% | 加碼 |
| Guggenheim Capital LLC | 371,286 | $5,775 萬 | 0.34% | +18,881+5.4% | 加碼 |
| Citadel Advisors LLC | 369,864 | $5,753 萬 | 0.06% | +299,199+423.4% | 加碼 |
| Metropolitan Life Insurance Co | 367,793 | $5,721 萬 | 0.81% | −8,775−2.3% | 減碼 |
| Todd Asset Management LLC | 364,858 | $5,675 萬 | 1.28% | +937+0.3% | 加碼 |
| Giverny Capital Inc.大師吉維尼資本 | 363,488 | $5,654 萬 | 3.44% | +9,056+2.6% | 加碼 |
| Fort Washington Investment Advisors Inc | 361,700 | $5,626 萬 | 0.50% | −334−0.1% | 減碼 |
| Brandes Investment Partners, LP | 360,752 | $5,611 萬 | 1.25% | +51,125+16.5% | 加碼 |
| RMB Capital Management, LLC | 359,329 | $5,589 萬 | 1.87% | +4,661+1.3% | 加碼 |
| Vaughan David Investments LLC | 357,791 | $5,565 萬 | 1.74% | +1,193+0.3% | 加碼 |
| Synovus Financial Corp | 356,049 | $5,541 萬 | 0.55% | +3,639+1.0% | 加碼 |
| NS Partners Ltd | 355,467 | $5,529 萬 | 2.91% | −65,630−15.6% | 減碼 |
| TCTC Holdings, LLC | 353,520 | $5,499 萬 | 2.52% | +1,597+0.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 352,065 | $5,476 萬 | 0.93% | −2,454−0.7% | 減碼 |
| Edmond de Rothschild Holding S.A. | 348,051 | $5,414 萬 | 1.25% | −12,171−3.4% | 減碼 |
| Davis R M Inc | 347,774 | $5,409 萬 | 1.36% | +18,342+5.6% | 加碼 |
| Commerzbank Aktiengesellschaft | 347,198 | $5,400 萬 | 3.44% | +26,413+8.2% | 加碼 |
| Henshaw Capital LLC | 347,184 | $5,400 萬 | 3.40% | −248−0.1% | 減碼 |
| Westwood Holdings Group Inc. | 346,707 | $5,393 萬 | 0.55% | −474,494−57.8% | 減碼 |
| Osterweis Capital Management Inc | 345,911 | $5,380 萬 | 2.77% | −36,135−9.5% | 減碼 |
| Banco Santander, S.A. | 344,868 | $5,364 萬 | 0.30% | −48,928−12.4% | 減碼 |
| Conning Inc. | 340,647 | $5,295 萬 | 1.53% | −20,494−5.7% | 減碼 |
| Foundry Partners, LLC | 339,604 | $5,282 萬 | 1.81% | −6,155−1.8% | 減碼 |
| Border to Coast Pensions Partnership Ltd | 337,094 | $5,277 萬 | 1.84% | +337,094 | 新進 |
| Country Trust Bank | 338,427 | $5,264 萬 | 1.56% | −4,163−1.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 336,703 | $5,237 萬 | 0.19% | +73,136+27.7% | 加碼 |
| Cambiar Investors LLC | 336,596 | $5,235 萬 | 1.69% | +3,216+1.0% | 加碼 |
| Principle Wealth Partners LLC | 334,135 | $5,197 萬 | 5.90% | −533−0.2% | 減碼 |
| Inscription Capital, LLC | 334,135 | $5,197 萬 | 5.90% | +319,009+2,109.0% | 加碼 |
| Hartford Investment Management Co | 331,894 | $5,162 萬 | 1.28% | −10,963−3.2% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 330,210 | $5,136 萬 | 2.56% | −2,300−0.7% | 減碼 |
| Eastern Bank | 327,427 | $5,093 萬 | 2.50% | −1,640−0.5% | 減碼 |
| Madison Asset Management, LLC | 326,680 | $5,081 萬 | 0.69% | +19,162+6.2% | 加碼 |
| Prana Capital Management, LP | 326,619 | $5,080 萬 | 3.46% | +326,619 | 新進 |
| Oppenheimer & Co Inc | 326,553 | $5,079 萬 | 0.91% | +12,061+3.8% | 加碼 |
| MAI Capital Management | 326,015 | $5,071 萬 | 1.02% | −1,340−0.4% | 減碼 |
| Beutel, Goodman & Co Ltd. | 325,824 | $5,068 萬 | 0.30% | −143,033−30.5% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 325,222 | $5,059 萬 | 0.63% | +37,672+13.1% | 加碼 |
| GWM Advisors LLC | 324,911 | $5,054 萬 | 1.34% | +9,555+3.0% | 加碼 |
| Private Management Group Inc | 323,422 | $5,031 萬 | 2.20% | +3,296+1.0% | 加碼 |
| Fiduciary Trust Co | 322,986 | $5,024 萬 | 0.97% | +1,541+0.5% | 加碼 |
| Palladium Partners LLC | 322,218 | $5,012 萬 | 2.36% | −3,786−1.2% | 減碼 |
| Wesbanco Bank Inc | 320,574 | $4,986 萬 | 1.86% | −11,036−3.3% | 減碼 |
| Stephens Inc | 319,862 | $4,975 萬 | 0.75% | +25,727+8.7% | 加碼 |
| Raymond James Trust N.A. | 319,397 | $4,968 萬 | 1.65% | −5,417−1.7% | 減碼 |
| InterOcean Capital Group, LLC | 319,327 | $4,967 萬 | 2.55% | −14,909−4.5% | 減碼 |
| Smith Asset Management Group LP | 317,777 | $4,942 萬 | 2.42% | +209+0.1% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 316,697 | $4,926 萬 | 3.84% | +211+0.1% | 加碼 |
| Parsec Financial Management, Inc. | 316,401 | $4,921 萬 | 2.32% | +1,684+0.5% | 加碼 |
| Locust Wood Capital Advisers, LLC | 312,224 | $4,856 萬 | 3.08% | −19,040−5.7% | 減碼 |
| Moody National Bank Trust Division | 311,872 | $4,851 萬 | 0.99% | −975−0.3% | 減碼 |
| Carnegie Capital Asset Management, LLC | 305,640 | $4,753 萬 | 1.79% | +16,750+5.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 305,267 | $4,748 萬 | 0.33% | −88,626−22.5% | 減碼 |
| ArrowMark Colorado Holdings LLC | 303,989 | $4,728 萬 | 0.36% | −108,700−26.3% | 減碼 |
| Impax Asset Management Group plc | 303,810 | $4,726 萬 | 0.21% | +29,230+10.6% | 加碼 |
| Shell Asset Management Co | 303,655 | $4,723 萬 | 0.92% | +89,241+41.6% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 303,478 | $4,720 萬 | 1.91% | +482+0.2% | 加碼 |
| Private Advisor Group, LLC | 300,341 | $4,671 萬 | 0.41% | −9,628−3.1% | 減碼 |
| Thunderbird Partners LLP | 300,113 | $4,668 萬 | 4.19% | −245,808−45.0% | 減碼 |
| Moody Lynn & Lieberson, LLC | 299,920 | $4,665 萬 | 3.51% | −3,259−1.1% | 減碼 |
| Glenview Trust Co | 295,462 | $4,596 萬 | 1.78% | +3,608+1.2% | 加碼 |
| South Dakota Investment Council | 295,409 | $4,595 萬 | 0.81% | −50,350−14.6% | 減碼 |
| Bridges Investment Management Inc | 295,172 | $4,591 萬 | 1.37% | −23,540−7.4% | 減碼 |
| American National Insurance Co | 294,406 | $4,579 萬 | 1.71% | −340−0.1% | 減碼 |
| Payden & Rygel | 293,256 | $4,561 萬 | 2.18% | −105,871−26.5% | 減碼 |
| First National Bank of Omaha | 296,875 | $4,519 萬 | 2.36% | 00.0% | 不變 |