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 |
|---|---|---|---|---|---|
| Erste Asset Management GmbH | 292,526 | $4,513 萬 | 0.90% | +45,513+18.4% | 加碼 |
| Ancora Advisors, LLC | 289,357 | $4,501 萬 | 1.18% | −2,951−1.0% | 減碼 |
| Roffman Miller Associates Inc | 545,557 | $4,483 萬 | 3.39% | +41,487+8.2% | 加碼 |
| Badgley Phelps & Bell Inc | 285,094 | $4,434 萬 | 1.65% | +13,900+5.1% | 加碼 |
| Hexavest Inc. | 283,932 | $4,416 萬 | 2.18% | −52,565−15.6% | 減碼 |
| Prudential PLC | 283,275 | $4,406 萬 | 0.41% | −730,075−72.0% | 減碼 |
| Nexus Investment Management ULC | 280,470 | $4,362 萬 | 4.51% | −11,095−3.8% | 減碼 |
| Profund Advisors LLC | 280,071 | $4,356 萬 | 1.46% | +166,345+146.3% | 加碼 |
| Bryn Mawr Trust Co | 279,722 | $4,351 萬 | 1.66% | −677−0.2% | 減碼 |
| ZWJ Investment Counsel Inc | 279,447 | $4,347 萬 | 2.51% | +467+0.2% | 加碼 |
| Ziegler Capital Management, LLC | 277,284 | $4,313 萬 | 1.44% | −8,446−3.0% | 減碼 |
| Pinnacle Financial Partners Inc | 276,277 | $4,297 萬 | 1.74% | +4,620+1.7% | 加碼 |
| Pinnacle Wealth Advisors | 276,277 | $4,297 萬 | 1.74% | +276,277 | 新進 |
| Adams Diversified Equity Fund, Inc. | 275,500 | $4,285 萬 | 1.69% | −25,200−8.4% | 減碼 |
| Ossiam | 280,780 | $4,262 萬 | 1.16% | +206,179+276.4% | 加碼 |
| Capital Advisors Inc | 272,358 | $4,236 萬 | 1.27% | +13,979+5.4% | 加碼 |
| North Star Investment Management Corp. | 272,073 | $4,232 萬 | 3.36% | +73,514+37.0% | 加碼 |
| Capital International Ltd | 270,424 | $4,206 萬 | 2.32% | −31,197−10.3% | 減碼 |
| Braun Stacey Associates Inc | 268,254 | $4,172 萬 | 1.62% | −704−0.3% | 減碼 |
| WestEnd Advisors, LLC | – | $4,170 萬 | 1.35% | – | – |
| Chartwell Investment Partners, LLC | 267,652 | $4,163 萬 | 1.22% | −15,950−5.6% | 減碼 |
| Balyasny Asset Management LLC | 265,493 | $4,130 萬 | 0.23% | +265,493 | 新進 |
| Nan Shan Life Insurance Co., Ltd. | 265,400 | $4,128 萬 | 0.70% | +97,346+57.9% | 加碼 |
| PM Capital Ltd | 264,748 | $4,118 萬 | 7.42% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 264,653 | $4,116 萬 | 1.75% | +11,460+4.5% | 加碼 |
| Kimelman & Baird, LLC | 264,421 | $4,113 萬 | 3.67% | +264,421 | 新進 |
| Alpha Cubed Investments, LLC | 261,855 | $4,073 萬 | 2.94% | −2,082−0.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 260,774 | $4,056 萬 | 1.69% | −1,002−0.4% | 減碼 |
| Citizens Financial Group Inc | 258,706 | $4,024 萬 | 1.75% | +93,754+56.8% | 加碼 |
| Cornerstone Advisors, LLC | 257,000 | $3,997 萬 | 2.36% | +86,000+50.3% | 加碼 |
| Gillespie Robinson & Grimm Inc | 256,563 | $3,991 萬 | 3.37% | −1,376−0.5% | 減碼 |
| Advisors Capital Management, LLC | 256,334 | $3,987 萬 | 1.26% | +1,869+0.7% | 加碼 |
| Securian Asset Management, Inc | 255,300 | $3,971 萬 | 0.81% | −3,535−1.4% | 減碼 |
| Campbell Newman Asset Management Inc | 254,772 | $3,963 萬 | 3.89% | +956+0.4% | 加碼 |
| Chilton Capital Management LLC | 253,352 | $3,941 萬 | 2.29% | +11,477+4.7% | 加碼 |
| Dana Investment Advisors, Inc. | 251,615 | $3,914 萬 | 1.74% | +2,973+1.2% | 加碼 |
| Flputnam Investment Management Co | 251,379 | $3,910 萬 | 1.35% | +5,313+2.2% | 加碼 |
| Cumberland Partners Ltd | 251,283 | $3,908 萬 | 3.07% | −2,351−0.9% | 減碼 |
| Taurus Asset Management, LLC | 250,568 | $3,897 萬 | 4.07% | +5,799+2.4% | 加碼 |
| Bridgeway Capital Management, LLC | 249,945 | $3,888 萬 | 0.70% | −3,400−1.3% | 減碼 |
| Anchor Capital Advisors LLC | 249,270 | $3,877 萬 | 0.78% | −759−0.3% | 減碼 |
| Vestor Capital, LLC | 249,262 | $3,877 萬 | 4.07% | −3,134−1.2% | 減碼 |
| Meyer Handelman Co | 249,002 | $3,873 萬 | 1.53% | −1,350−0.5% | 減碼 |
| Parallax Volatility Advisers, L.P. | 248,943 | $3,872 萬 | 0.49% | +91,127+57.7% | 加碼 |
| Sabal Trust CO | 248,840 | $3,871 萬 | 2.79% | −1,697−0.7% | 減碼 |
| First Manhattan Co | 246,413 | $3,833 萬 | 0.14% | +629+0.3% | 加碼 |
| Levin Capital Strategies, L.P. | 245,480 | $3,818 萬 | 3.96% | −53,896−18.0% | 減碼 |
| Busey Wealth Management | 245,314 | $3,816 萬 | 1.78% | +2,596+1.1% | 加碼 |
| Global Frontier Investments LLC | 245,000 | $3,811 萬 | 28.78% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 244,212 | $3,799 萬 | 1.10% | −21,155−8.0% | 減碼 |
| Fishman Jay A Ltd | 242,280 | $3,768 萬 | 4.61% | −3,672−1.5% | 減碼 |
| Ruffer LLP | 241,677 | $3,757 萬 | 1.05% | −72,987−23.2% | 減碼 |
| Mercer Global Advisors Inc | 240,420 | $3,739 萬 | 0.29% | +11,691+5.1% | 加碼 |
| Argent Trust Co | 237,740 | $3,698 萬 | 2.43% | +3,716+1.6% | 加碼 |
| Man Group plc | 237,376 | $3,692 萬 | 0.13% | −300,986−55.9% | 減碼 |
| Ingalls & Snyder LLC | 237,118 | $3,688 萬 | 1.65% | −5,239−2.2% | 減碼 |
| Pactiv General Employee Benefit Trust | 236,850 | $3,684 萬 | 2.52% | −226,821−48.9% | 減碼 |
| Baskin Financial Services Inc. | 236,853 | $3,684 萬 | 3.38% | +3,990+1.7% | 加碼 |
| Private Wealth Partners, LLC | 236,316 | $3,676 萬 | 3.40% | +203+0.1% | 加碼 |
| Barr E S & Co | 235,914 | $3,669 萬 | 2.64% | +746+0.3% | 加碼 |
| Spears Abacus Advisors LLC | 234,585 | $3,649 萬 | 2.62% | −4,239−1.8% | 減碼 |
| Acadian Asset Management LLC | 234,142 | $3,642 萬 | 0.14% | +64,939+38.4% | 加碼 |
| DuPont Capital Management Corp | 233,051 | $3,625 萬 | 0.86% | −20,779−8.2% | 減碼 |
| Vigilant Capital Management, LLC | 231,541 | $3,601 萬 | 2.91% | −2,176−0.9% | 減碼 |
| Hancock Whitney Corp | 231,233 | $3,597 萬 | 1.15% | −62,712−21.3% | 減碼 |
| Xponance, Inc. | 231,188 | $3,596 萬 | 0.66% | +14,584+6.7% | 加碼 |
| Central Securities Corp | 230,000 | $3,577 萬 | 3.68% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 229,231 | $3,566 萬 | 0.19% | +69,342+43.4% | 加碼 |
| Daiwa Securities Group Inc. | 227,286 | $3,559 萬 | 0.24% | +6,917+3.1% | 加碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 227,900 | $3,545 萬 | 0.31% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 227,885 | $3,545 萬 | 1.96% | +2,910+1.3% | 加碼 |
| Maryland State Retirement & Pension System | 228,516 | $3,506 萬 | 1.15% | −4,172−1.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 225,011 | $3,500 萬 | 0.87% | −50.0% | 減碼 |
| Highland Capital Management, LLC | 224,755 | $3,496 萬 | 2.09% | −5,514−2.4% | 減碼 |
| Schwerin Boyle Capital Management Inc | 222,660 | $3,463 萬 | 2.86% | −2,500−1.1% | 減碼 |
| Klingenstein Fields & Co LP | 221,761 | $3,449 萬 | 1.43% | −540.0% | 減碼 |
| Heritage Investors Management Corp | 220,735 | $3,433 萬 | 1.44% | −6,073−2.7% | 減碼 |
| Cetera Investment Advisers | 220,052 | $3,423 萬 | 0.55% | +20,175+10.1% | 加碼 |
| Mairs & Power Inc | 219,677 | $3,417 萬 | 0.34% | −2,445−1.1% | 減碼 |
| Clifford Swan Investment Counsel LLC | 225,379 | $3,409 萬 | 1.29% | −8,471−3.6% | 減碼 |
| Stewart & Patten Co LLC | 218,476 | $3,398 萬 | 5.41% | −8,825−3.9% | 減碼 |
| First National Trust Co | 218,194 | $3,394 萬 | 2.06% | +2,649+1.2% | 加碼 |
| Roosevelt Investment Group LLC | 218,108 | $3,393 萬 | 2.04% | −118−0.1% | 減碼 |
| Estabrook Capital Management | 217,215 | $3,379 萬 | 5.13% | −8,905−3.9% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 216,550 | $3,368 萬 | 0.43% | 00.0% | 不變 |
| Front Barnett Associates LLC | 216,465 | $3,367 萬 | 3.43% | −2,096−1.0% | 減碼 |
| Covington Capital Management | 215,683 | $3,355 萬 | 1.31% | −2,745−1.3% | 減碼 |
| Matrix Asset Advisors Inc | 214,493 | $3,336 萬 | 4.79% | −1,707−0.8% | 減碼 |
| Elo Mutual Pension Insurance Co | 213,344 | $3,318 萬 | 1.10% | −6,565−3.0% | 減碼 |
| Oak Associates, Ltd | 213,192 | $3,316 萬 | 1.88% | −809−0.4% | 減碼 |
| Stock Yards Bank & Trust Co | 212,744 | $3,309 萬 | 2.10% | −1,084−0.5% | 減碼 |
| Howard Capital Management Group, LLC | 212,231 | $3,301 萬 | 3.11% | −300−0.1% | 減碼 |
| AE Wealth Management LLC | 211,809 | $3,295 萬 | 0.29% | +35,866+20.4% | 加碼 |
| Franklin Street Advisors Inc | 211,768 | $3,294 萬 | 2.78% | −18,389−8.0% | 減碼 |
| Northeast Investment Management | 211,743 | $3,294 萬 | 1.77% | +3,695+1.8% | 加碼 |
| St Germain D J Co Inc | 210,375 | $3,272 萬 | 2.05% | −3,625−1.7% | 減碼 |
| HRT Financial LP | 209,243 | $3,255 萬 | 0.30% | +209,243 | 新進 |
| Johnson Investment Counsel Inc | 207,955 | $3,235 萬 | 0.45% | −5,953−2.8% | 減碼 |
| Achmea Investment Management B.V. | 207,902 | $3,234 萬 | 1.10% | −6,458−3.0% | 減碼 |
| Eagle Global Advisors LLC | 207,014 | $3,220 萬 | 2.08% | +3,052+1.5% | 加碼 |