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 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $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 |
|---|---|---|---|---|---|
| Ninety One UK Ltd | 206,679 | $3,215 萬 | 0.08% | −218,062−51.3% | 減碼 |
| Chesley Taft & Associates LLC | 205,504 | $3,196 萬 | 1.84% | +165+0.1% | 加碼 |
| Bank of Nova Scotia Trust Co | 204,507 | $3,181 萬 | 2.81% | +94,374+85.7% | 加碼 |
| Silvercrest Asset Management Group LLC | 204,098 | $3,175 萬 | 0.21% | −3,796−1.8% | 減碼 |
| New Mexico Educational Retirement Board | 203,450 | $3,165 萬 | 1.09% | +10,700+5.6% | 加碼 |
| Pictet & Cie (Europe) SA | 203,110 | $3,159 萬 | 1.10% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 201,218 | $3,159 萬 | 0.56% | +66,220+49.1% | 加碼 |
| First Foundation Advisors | 201,279 | $3,131 萬 | 1.21% | +1,951+1.0% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 199,763 | $3,107 萬 | 2.96% | −121−0.1% | 減碼 |
| Clearstead Advisors, LLC | 198,509 | $3,088 萬 | 2.38% | −490−0.2% | 減碼 |
| SeaTown Holdings Pte. Ltd. | 198,340 | $3,085 萬 | 1.50% | −4,000−2.0% | 減碼 |
| Shufro Rose & Co LLC | 197,588 | $3,073 萬 | 2.32% | −3,157−1.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 196,880 | $3,062 萬 | 0.61% | −77,392−28.2% | 減碼 |
| Spire Wealth Management | 196,193 | $3,055 萬 | 0.83% | −28,225−12.6% | 減碼 |
| Janney Capital Management LLC | 195,834 | $3,046 萬 | 1.94% | −2,004−1.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 195,001 | $3,033 萬 | 0.71% | +4,485+2.4% | 加碼 |
| Cetera Advisor Networks LLC | 194,859 | $3,031 萬 | 0.43% | +94,542+94.2% | 加碼 |
| Venture Visionary Partners LLC | 194,792 | $3,031 萬 | 2.43% | −9,963−4.9% | 減碼 |
| Smith, Salley & Associates | 194,678 | $3,028 萬 | 2.45% | +2,540+1.3% | 加碼 |
| Qci Asset Management Inc | 193,269 | $3,006 萬 | 1.78% | +1,220+0.6% | 加碼 |
| Old National Bancorp | 192,487 | $2,994 萬 | 1.12% | −3,685−1.9% | 減碼 |
| Gradient Investments LLC | 190,284 | $2,960 萬 | 0.87% | +12,480+7.0% | 加碼 |
| Louisiana State Employees Retirement System | 188,700 | $2,935 萬 | 0.71% | −400−0.2% | 減碼 |
| Palisade Capital Management LLC | 187,378 | $2,915 萬 | 0.66% | +3,036+1.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 187,192 | $2,912 萬 | 1.12% | −50,498−21.2% | 減碼 |
| Salem Investment Counselors Inc | 187,178 | $2,911 萬 | 1.60% | +8,532+4.8% | 加碼 |
| Sit Investment Associates Inc | 187,036 | $2,909 萬 | 0.72% | +5,260+2.9% | 加碼 |
| Brinker Capital Investments, LLC | 185,467 | $2,885 萬 | 0.38% | +5,963+3.3% | 加碼 |
| LaFleur & Godfrey LLC | 185,252 | $2,881 萬 | 4.12% | +25,159+15.7% | 加碼 |
| Veritable, L.P. | 184,604 | $2,871 萬 | 0.46% | +482+0.3% | 加碼 |
| Morningstar Investment Services LLC | 184,758 | $2,848 萬 | 0.34% | −459−0.2% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 182,192 | $2,834 萬 | 1.69% | +11,500+6.7% | 加碼 |
| Hosking Partners LLP | 181,353 | $2,821 萬 | 0.63% | −2,493−1.4% | 減碼 |
| FineMark National Bank & Trust | 179,808 | $2,797 萬 | 1.14% | +1,336+0.7% | 加碼 |
| USS Investment Management Ltd | 179,664 | $2,793 萬 | 0.23% | 00.0% | 不變 |
| Central Trust Co | 179,285 | $2,789 萬 | 1.01% | +776+0.4% | 加碼 |
| Oakworth Capital, Inc. | 178,773 | $2,781 萬 | 2.77% | +3,855+2.2% | 加碼 |
| Sandy Spring Bank | 178,213 | $2,772 萬 | 1.47% | −511−0.3% | 減碼 |
| American Assets Investment Management, LLC | 177,600 | $2,762 萬 | 3.61% | 00.0% | 不變 |
| PFS Investments Inc. | 176,990 | $2,757 萬 | 0.63% | +37,087+26.5% | 加碼 |
| Wealthfront Advisers LLC | 176,682 | $2,748 萬 | 0.13% | +3,121+1.8% | 加碼 |
| Main Street Research LLC | 176,552 | $2,746 萬 | 2.21% | +9,208+5.5% | 加碼 |
| Tower Bridge Advisors | 176,532 | $2,746 萬 | 1.83% | +832+0.5% | 加碼 |
| Kentucky Retirement Systems | 176,274 | $2,742 萬 | 1.30% | −12,461−6.6% | 減碼 |
| Pacer Advisors, Inc. | 176,193 | $2,741 萬 | 0.39% | −1,789−1.0% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 175,990 | $2,737 萬 | 2.01% | +6,043+3.6% | 加碼 |
| Randolph Co Inc | 175,599 | $2,731 萬 | 3.55% | +174+0.1% | 加碼 |
| Capital Growth Management LP | 175,000 | $2,722 萬 | 2.46% | −63,000−26.5% | 減碼 |
| Lowe Brockenbrough & Co Inc | 174,050 | $2,707 萬 | 2.44% | +1,776+1.0% | 加碼 |
| Cardinal Capital Management, Inc. | 174,010 | $2,707 萬 | 1.46% | +1,787+1.0% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 174,003 | $2,706 萬 | 2.04% | −547−0.3% | 減碼 |
| McDonald Capital Investors Inc | 173,942 | $2,706 萬 | 2.03% | −3,423−1.9% | 減碼 |
| Congress Asset Management Co | 173,712 | $2,702 萬 | 0.23% | +3,102+1.8% | 加碼 |
| Hyman Charles D | 173,224 | $2,694 萬 | 1.88% | −1,535−0.9% | 減碼 |
| Arvest Bank Trust Division | 172,562 | $2,684 萬 | 1.48% | −5,654−3.2% | 減碼 |
| Wade G W & Inc | 172,080 | $2,677 萬 | 1.29% | +1,324+0.8% | 加碼 |
| Ieq Capital, LLC | 171,017 | $2,660 萬 | 0.78% | +16,985+11.0% | 加碼 |
| Baker Avenue Asset Management, LP | 170,059 | $2,645 萬 | 1.54% | −240−0.1% | 減碼 |
| JS Capital Management LLC | 170,000 | $2,644 萬 | 1.28% | 00.0% | 不變 |
| Cetera Advisors LLC | 169,980 | $2,644 萬 | 0.63% | +5,472+3.3% | 加碼 |
| Rothschild Investment Corp | 168,380 | $2,619 萬 | 2.08% | +694+0.4% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 168,206 | $2,616 萬 | 5.01% | −6,874−3.9% | 減碼 |
| Community Trust & Investment Co | 167,473 | $2,605 萬 | 2.38% | −1,310−0.8% | 減碼 |
| Thomasville National Bank | 167,074 | $2,599 萬 | 2.75% | +69,689+71.6% | 加碼 |
| BTR Capital Management Inc | 166,281 | $2,586 萬 | 3.23% | +1,695+1.0% | 加碼 |
| Abner Herrman & Brock LLC | 165,696 | $2,577 萬 | 3.60% | −3,841−2.3% | 減碼 |
| Howe & Rusling Inc | 165,588 | $2,576 萬 | 3.25% | +4,632+2.9% | 加碼 |
| Carret Asset Management, LLC | 165,576 | $2,575 萬 | 3.01% | −1,018−0.6% | 減碼 |
| Destination Wealth Management | 165,441 | $2,573 萬 | 0.99% | −3,102−1.8% | 減碼 |
| Doyle Wealth Management | 164,691 | $2,562 萬 | 2.13% | +674+0.4% | 加碼 |
| Maple Capital Management, Inc. | 159,621 | $2,554 萬 | 3.08% | +9,925+6.6% | 加碼 |
| Independent Advisor Alliance | 163,775 | $2,547 萬 | 1.40% | −2,812−1.7% | 減碼 |
| Wilsey Asset Management Inc | 162,993 | $2,535 萬 | 6.76% | +4,663+2.9% | 加碼 |
| Advisory Research Inc | 162,879 | $2,533 萬 | 1.67% | −48,638−23.0% | 減碼 |
| Beach Investment Counsel Inc | 162,748 | $2,531 萬 | 2.27% | −40,733−20.0% | 減碼 |
| Northeast Financial Consultants Inc | 162,693 | $2,531 萬 | 1.70% | +2,453+1.5% | 加碼 |
| KCM Investment Advisors LLC | 162,592 | $2,529 萬 | 1.02% | +7,890+5.1% | 加碼 |
| Brewin Dolphin Ltd | 162,476 | $2,527 萬 | 1.14% | +3,834+2.4% | 加碼 |
| Appleton Partners Inc | 161,734 | $2,516 萬 | 2.14% | −395−0.2% | 減碼 |
| Tocqueville Asset Management L.P. | 161,394 | $2,510 萬 | 0.36% | −2,693−1.6% | 減碼 |
| Kingsview Wealth Management, LLC | 159,263 | $2,502 萬 | 1.24% | +13,958+9.6% | 加碼 |
| Marco Investment Management LLC | 160,532 | $2,497 萬 | 2.90% | +3,664+2.3% | 加碼 |
| Villere St Denis J & Co LLC | 160,023 | $2,489 萬 | 1.33% | +2,570+1.6% | 加碼 |
| Weitz Investment Management, Inc.大師韋茲投資管理 | 160,000 | $2,489 萬 | 1.05% | −22,500−12.3% | 減碼 |
| James Investment Research Inc | 159,072 | $2,474 萬 | 2.12% | −350−0.2% | 減碼 |
| South State Corp. | 157,873 | $2,456 萬 | 2.12% | +1,281+0.8% | 加碼 |
| Wharton Business Group, LLC | 157,821 | $2,455 萬 | 1.92% | +4,034+2.6% | 加碼 |
| Carlson Capital L P | 157,333 | $2,447 萬 | 1.18% | +157,333 | 新進 |
| HighPoint Advisor Group LLC | 157,198 | $2,445 萬 | 2.46% | +28,519+22.2% | 加碼 |
| Azimuth Capital Management LLC | 155,687 | $2,422 萬 | 1.05% | −2,665−1.7% | 減碼 |
| Lido Advisors, LLC | 155,104 | $2,413 萬 | 0.59% | +7,726+5.2% | 加碼 |
| Venator Management LLC | 155,037 | $2,411 萬 | 6.54% | +270.0% | 加碼 |
| Cresset Asset Management, LLC | 153,999 | $2,395 萬 | 0.34% | +1,424+0.9% | 加碼 |
| Aristotle Atlantic Partners, LLC | 153,366 | $2,386 萬 | 1.57% | +3,855+2.6% | 加碼 |
| Foster Dykema Cabot & Co Inc | 152,006 | $2,364 萬 | 2.95% | +1,007+0.7% | 加碼 |
| Willis Investment Counsel | 151,123 | $2,351 萬 | 1.39% | −3,080−2.0% | 減碼 |
| Wesleyan Assurance Society | 150,207 | $2,335 萬 | 2.93% | 00.0% | 不變 |
| Cullinan Associates Inc | 148,677 | $2,313 萬 | 1.30% | +32,404+27.9% | 加碼 |
| Rockland Trust Co | 148,397 | $2,308 萬 | 1.60% | −670−0.4% | 減碼 |
| Manitou Investment Management Ltd. | 148,319 | $2,307 萬 | 4.04% | −3,290−2.2% | 減碼 |