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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 148,131 | $2,304 萬 | 0.44% | +8,584+6.2% | 加碼 |
| Blue Chip Partners, Inc. | 147,806 | $2,299 萬 | 3.28% | +1,535+1.0% | 加碼 |
| Logan Capital Management Inc | 147,734 | $2,298 萬 | 1.07% | −1,526−1.0% | 減碼 |
| QS Investors, LLC | 146,796 | $2,283 萬 | 0.27% | +2,895+2.0% | 加碼 |
| Private Asset Management Inc | 146,208 | $2,274 萬 | 3.03% | −1,524−1.0% | 減碼 |
| Noesis Capital Mangement Corp | 149,093 | $2,265 萬 | 4.63% | +1,981+1.3% | 加碼 |
| Resources Management Corp | 145,210 | $2,259 萬 | 3.17% | −1,363−0.9% | 減碼 |
| FDx Advisors, Inc. | 145,104 | $2,257 萬 | 0.75% | +7,673+5.6% | 加碼 |
| Neville Rodie & Shaw Inc | 145,038 | $2,256 萬 | 1.74% | −859−0.6% | 減碼 |
| Tdam USA Inc. | 148,511 | $2,254 萬 | 1.39% | −956−0.6% | 減碼 |
| Trust Co of Vermont | 143,254 | $2,228 萬 | 1.55% | +2,363+1.7% | 加碼 |
| Ironvine Capital Partners, LLC | 142,683 | $2,219 萬 | 2.43% | −31,975−18.3% | 減碼 |
| Capital Investment Advisors, LLC | 142,522 | $2,217 萬 | 0.76% | +6,601+4.9% | 加碼 |
| Patten & Patten Inc | 142,369 | $2,214 萬 | 1.69% | −2,504−1.7% | 減碼 |
| Absher Wealth Management, LLC | 142,128 | $2,211 萬 | 3.92% | +5,170+3.8% | 加碼 |
| Reilly Financial Advisors, LLC | 141,794 | $2,206 萬 | 1.78% | +3,649+2.6% | 加碼 |
| Bailard, Inc. | 141,487 | $2,201 萬 | 0.76% | +94+0.1% | 加碼 |
| Grand Jean Capital Management Inc | 141,384 | $2,199 萬 | 5.45% | −200.0% | 減碼 |
| Parsons Capital Management Inc | 141,074 | $2,194 萬 | 1.68% | −583−0.4% | 減碼 |
| Snow Capital Management LP | 140,423 | $2,184 萬 | 3.11% | −4,265−2.9% | 減碼 |
| UBS Oconnor LLC | 140,000 | $2,178 萬 | 0.19% | +40,000+40.0% | 加碼 |
| Narwhal Capital Management | 139,649 | $2,172 萬 | 2.75% | +692+0.5% | 加碼 |
| First American Bank | 137,959 | $2,146 萬 | 1.25% | −13,545−8.9% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 137,469 | $2,138 萬 | 0.37% | −868−0.6% | 減碼 |
| BLB&B Advisors, LLC | 137,473 | $2,138 萬 | 1.55% | +994+0.7% | 加碼 |
| Fukoku Mutual Life Insurance Co | 137,431 | $2,138 萬 | 1.71% | +3,130+2.3% | 加碼 |
| Courant Investment Management LLC | 136,592 | $2,125 萬 | 17.84% | 00.0% | 不變 |
| Bank of the West | 136,395 | $2,122 萬 | 2.16% | +1,471+1.1% | 加碼 |
| Vontobel Holding Ltd. | 136,493 | $2,104 萬 | 0.18% | −50,827−27.1% | 減碼 |
| Cypress Capital Management LLC | 135,048 | $2,101 萬 | 2.77% | −3,836−2.8% | 減碼 |
| Edge Capital Group, LLC | 135,031 | $2,100 萬 | 1.68% | −23,030−14.6% | 減碼 |
| Lockheed Martin Investment Management Co | 134,222 | $2,088 萬 | 1.09% | +54,460+68.3% | 加碼 |
| Norris Perne & French LLP | 133,509 | $2,077 萬 | 1.79% | +580+0.4% | 加碼 |
| Vancity Investment Management Ltd | 132,310 | $2,058 萬 | 2.88% | +11,653+9.7% | 加碼 |
| Albion Financial Group | 131,768 | $2,050 萬 | 1.78% | +131,768 | 新進 |
| Texas Yale Capital Corp. | 131,310 | $2,042 萬 | 1.17% | +415+0.3% | 加碼 |
| Jones Financial Companies LLLP | 131,174 | $2,040 萬 | 0.03% | −2,727−2.0% | 減碼 |
| Usca Ria LLC | 130,738 | $2,034 萬 | 1.23% | +5,047+4.0% | 加碼 |
| Penserra Capital Management LLC | 130,543 | $2,030 萬 | 0.37% | +43,066+49.2% | 加碼 |
| Atlantic Union Bankshares Corp | 130,325 | $2,027 萬 | 1.96% | −2,972−2.2% | 減碼 |
| Davidson Investment Advisors | 130,172 | $2,025 萬 | 1.62% | −3,133−2.4% | 減碼 |
| Credit Agricole S A | 130,024 | $2,022 萬 | 0.67% | +321+0.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 130,021 | $2,022 萬 | 0.23% | +19,037+17.2% | 加碼 |
| Bollard Group LLC | 129,974 | $2,022 萬 | 0.64% | +7,004+5.7% | 加碼 |
| Farmers & Merchants Investments Inc | 129,508 | $2,014 萬 | 0.90% | +246+0.2% | 加碼 |
| Kanawha Capital Management LLC | 129,062 | $2,007 萬 | 1.84% | +1,152+0.9% | 加碼 |
| Stillwater Capital Advisors, LLC | 128,706 | $2,002 萬 | 3.31% | −3,931−3.0% | 減碼 |
| Advisor Partners LLC | 128,559 | $1,999 萬 | 1.31% | +1,014+0.8% | 加碼 |
| Middleton & Co Inc | 127,870 | $1,989 萬 | 2.16% | −7,556−5.6% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 127,792 | $1,988 萬 | 1.48% | −371−0.3% | 減碼 |
| Banque Pictet & Cie SA | 127,326 | $1,980 萬 | 0.22% | −7,822−5.8% | 減碼 |
| Verity & Verity, LLC | 127,223 | $1,979 萬 | 3.13% | −335−0.3% | 減碼 |
| Sigma Planning Corp | 127,042 | $1,976 萬 | 0.59% | +1,859+1.5% | 加碼 |
| Tufton Capital Management | 126,469 | $1,967 萬 | 3.23% | −4,245−3.2% | 減碼 |
| Focus Financial Network, Inc. | 125,026 | $1,945 萬 | 2.59% | +397+0.3% | 加碼 |
| Hi-Line Capital Management, LLC | 124,932 | $1,943 萬 | 7.39% | +1,363+1.1% | 加碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 124,615 | $1,938 萬 | 1.42% | +124,615 | 新進 |
| Clear Street Markets LLC | 124,581 | $1,938 萬 | 4.12% | +75,881+155.8% | 加碼 |
| River & Mercantile Asset Management LLP | 124,436 | $1,935 萬 | 1.25% | −11,353−8.4% | 減碼 |
| McKinley Capital Management LLC /Delaware | 124,360 | $1,934 萬 | 1.35% | −9,370−7.0% | 減碼 |
| Alberta Investment Management Corp | 124,033 | $1,929 萬 | 0.16% | +20,971+20.3% | 加碼 |
| Thompson Siegel & Walmsley LLC | 123,858 | $1,927 萬 | 0.26% | −615−0.5% | 減碼 |
| First Horizon Advisors, Inc. | 123,765 | $1,925 萬 | 1.04% | +959+0.8% | 加碼 |
| Forbes J M & Co LLP | 123,732 | $1,925 萬 | 2.43% | +2,239+1.8% | 加碼 |
| Bluefin Capital Management, LLC | 123,170 | $1,916 萬 | 1.33% | +97,443+378.8% | 加碼 |
| Callahan Advisors, LLC | 123,142 | $1,915 萬 | 2.43% | −484−0.4% | 減碼 |
| Dakota Wealth Management | 122,739 | $1,909 萬 | 2.29% | +10,831+9.7% | 加碼 |
| Kemnay Advisory Services Inc. | 122,500 | $1,905 萬 | 2.26% | 00.0% | 不變 |
| Capital International Sarl | 122,389 | $1,904 萬 | 1.64% | −4,233−3.3% | 減碼 |
| Squarepoint Ops LLC | 122,271 | $1,902 萬 | 0.14% | −246,998−66.9% | 減碼 |
| Moors & Cabot, Inc. | 122,064 | $1,899 萬 | 1.33% | +656+0.5% | 加碼 |
| Itau Unibanco Holding S.A. | 122,053 | $1,898 萬 | 0.94% | +122,053 | 新進 |
| Osborne Partners Capital Management, LLC | 121,739 | $1,894 萬 | 1.56% | +975+0.8% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 120,947 | $1,881 萬 | 0.97% | +7,503+6.6% | 加碼 |
| Rbo & Co LLC | 120,849 | $1,880 萬 | 3.28% | −3,458−2.8% | 減碼 |
| Financial Partners Capital Management LLC | 120,773 | $1,879 萬 | 3.45% | −360−0.3% | 減碼 |
| Rempart Asset Management Inc. | 120,243 | $1,870 萬 | 3.87% | +1,675+1.4% | 加碼 |
| Northwest & Ethical Investments L.P. | 120,101 | $1,868 萬 | 0.61% | −24,984−17.2% | 減碼 |
| Ashburton (Jersey) Ltd | 119,904 | $1,865 萬 | 7.85% | +7,848+7.0% | 加碼 |
| Norinchukin Bank, The | 119,356 | $1,857 萬 | 0.27% | +3,404+2.9% | 加碼 |
| Birch Hill Investment Advisors LLC | 119,275 | $1,855 萬 | 1.00% | −575−0.5% | 減碼 |
| Regentatlantic Capital LLC | 118,835 | $1,848 萬 | 0.57% | +8,374+7.6% | 加碼 |
| CSM Advisors, LLC | 118,460 | $1,842 萬 | 1.24% | −10,840−8.4% | 減碼 |
| Linscomb & Williams, Inc. | 118,220 | $1,839 萬 | 0.94% | +2,314+2.0% | 加碼 |
| Cabot Wealth Management Inc | 118,159 | $1,838 萬 | 2.45% | −1,266−1.1% | 減碼 |
| Motco | 118,026 | $1,836 萬 | 1.20% | +2,456+2.1% | 加碼 |
| Alley Co LLC | 117,510 | $1,828 萬 | 3.32% | +1,725+1.5% | 加碼 |
| Overbrook Management Corp | 117,440 | $1,827 萬 | 3.82% | −139−0.1% | 減碼 |
| Osher Van de Voorde Investment Management | 116,837 | $1,817 萬 | 4.45% | +607+0.5% | 加碼 |
| Bourgeon Capital Management LLC | 116,603 | $1,814 萬 | 3.90% | +1,842+1.6% | 加碼 |
| Endurance Wealth Management, Inc. | 116,581 | $1,813 萬 | 2.01% | −321−0.3% | 減碼 |
| Stonebridge Capital Advisors LLC | 116,493 | $1,812 萬 | 2.19% | +250.0% | 加碼 |
| Alerus Financial NA | 116,079 | $1,806 萬 | 1.82% | +5,954+5.4% | 加碼 |
| Webster Bank, N. A. | 114,793 | $1,786 萬 | 1.95% | −718−0.6% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 114,735 | $1,785 萬 | 2.95% | +2,252+2.0% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 114,674 | $1,784 萬 | 1.38% | −5,336−4.4% | 減碼 |
| Gluskin Sheff & Assoc Inc | 114,557 | $1,782 萬 | 0.82% | −471−0.4% | 減碼 |
| Torray LLC | 114,308 | $1,778 萬 | 2.61% | −74−0.1% | 減碼 |
| Greenwood Capital Associates LLC | 114,106 | $1,775 萬 | 2.68% | −7,143−5.9% | 減碼 |
| MainStreet Investment Advisors LLC | 113,219 | $1,761 萬 | 1.50% | −223−0.2% | 減碼 |