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 |
|---|---|---|---|---|---|
| Asahi Life Asset Management Co., Ltd. | 112,591 | $1,751 萬 | 2.34% | −4,647−4.0% | 減碼 |
| Twin Capital Management Inc | 112,585 | $1,751 萬 | 1.61% | −1,270−1.1% | 減碼 |
| Cutler Group LP | 112,327 | $1,747 萬 | 1.30% | +54,196+93.2% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 112,141 | $1,744 萬 | 3.71% | +230+0.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 111,994 | $1,742 萬 | 0.45% | −269,829−70.7% | 減碼 |
| Drexel Morgan & Co. | 111,606 | $1,736 萬 | 5.12% | 00.0% | 不變 |
| Guardian Capital Advisors LP | 111,148 | $1,734 萬 | 1.78% | +500.0% | 加碼 |
| Pictet North America Advisors SA | 110,358 | $1,717 萬 | 1.77% | +1,595+1.5% | 加碼 |
| Illinois Municipal Retirement Fund | 110,267 | $1,715 萬 | 0.70% | +31,544+40.1% | 加碼 |
| Grassi Investment Management | 110,146 | $1,713 萬 | 1.86% | +202+0.2% | 加碼 |
| First Long Island Investors, LLC | 110,058 | $1,712 萬 | 1.47% | −3,439−3.0% | 減碼 |
| Matthew 25 Management Corp | 110,000 | $1,711 萬 | 4.68% | 00.0% | 不變 |
| Maryland Capital Management | 109,733 | $1,707 萬 | 1.03% | +9,273+9.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 109,703 | $1,706 萬 | 0.60% | +64,850+144.6% | 加碼 |
| Dearborn Partners LLC | 109,621 | $1,705 萬 | 0.69% | +964+0.9% | 加碼 |
| NBT Bank N A | 109,439 | $1,702 萬 | 2.34% | −3,156−2.8% | 減碼 |
| PEAK6 Investments LLC | 108,724 | $1,691 萬 | 0.45% | +65,997+154.5% | 加碼 |
| Kdi Capital Partners LLC | 108,531 | $1,688 萬 | 5.56% | +9,916+10.1% | 加碼 |
| Culbertson A N & Co Inc | 108,063 | $1,681 萬 | 3.50% | +525+0.5% | 加碼 |
| Avantax Advisory Services, Inc. | 107,836 | $1,678 萬 | 0.30% | +17,177+18.9% | 加碼 |
| Adell Harriman & Carpenter Inc | 107,510 | $1,672 萬 | 1.76% | −180−0.2% | 減碼 |
| Meridian Wealth Management, LLC | 107,029 | $1,665 萬 | 2.12% | +4,615+4.5% | 加碼 |
| Freemont Management S.A. | 107,000 | $1,664 萬 | 2.39% | 00.0% | 不變 |
| Anderson Hoagland & Co | 106,846 | $1,662 萬 | 2.11% | +1,539+1.5% | 加碼 |
| Amica Mutual Insurance Co | 106,543 | $1,657 萬 | 1.75% | −26,725−20.1% | 減碼 |
| Canandaigua National Corp | 106,213 | $1,652 萬 | 2.68% | −3,548−3.2% | 減碼 |
| JCIC Asset Management Inc. | 85,610 | $1,651 萬 | 4.25% | −120−0.1% | 減碼 |
| Rothschild Capital Partners, LLC | 105,478 | $1,641 萬 | 5.25% | −3,125−2.9% | 減碼 |
| Montag A & Associates Inc | 105,020 | $1,634 萬 | 0.87% | −8,646−7.6% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 104,984 | $1,633 萬 | 0.84% | +101,311+2,758.3% | 加碼 |
| Kestra Private Wealth Services, LLC | 104,606 | $1,627 萬 | 0.99% | +2,749+2.7% | 加碼 |
| United Bank | 104,533 | $1,626 萬 | 2.19% | −14,432−12.1% | 減碼 |
| Colonial Trust Advisors | 104,366 | $1,623 萬 | 1.98% | −614−0.6% | 減碼 |
| Alpine Woods Capital Investors, LLC | 104,232 | $1,621 萬 | 1.68% | −3,155−2.9% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 104,100 | $1,619 萬 | 1.51% | +996+1.0% | 加碼 |
| Churchill Management Corp | 103,763 | $1,614 萬 | 0.24% | +14,589+16.4% | 加碼 |
| Novare Capital Management LLC | 103,365 | $1,608 萬 | 1.80% | −488−0.5% | 減碼 |
| Community Bank of Raymore | 103,115 | $1,604 萬 | 5.11% | 00.0% | 不變 |
| EULAV Asset Management | 103,000 | $1,602 萬 | 0.42% | −5,000−4.6% | 減碼 |
| KMG Fiduciary Partners, LLC | 102,805 | $1,599 萬 | 2.82% | +984+1.0% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 102,249 | $1,590 萬 | 0.76% | −4,567−4.3% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 102,200 | $1,590 萬 | 2.54% | +1,385+1.4% | 加碼 |
| Cohen Capital Management, Inc. | 102,117 | $1,588 萬 | 2.71% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 102,076 | $1,588 萬 | 0.71% | −3,290−3.1% | 減碼 |
| Murphy Capital Management Inc | 101,262 | $1,575 萬 | 1.80% | +1,621+1.6% | 加碼 |
| Evergreen Capital Management LLC | 101,215 | $1,574 萬 | 0.75% | +3,324+3.4% | 加碼 |
| Corient Capital Partners, LLC | 100,918 | $1,570 萬 | 1.15% | +4,231+4.4% | 加碼 |
| Kings Point Capital Management | 100,087 | $1,557 萬 | 1.42% | −71−0.1% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 100,076 | $1,557 萬 | 1.48% | +22,015+28.2% | 加碼 |
| Guardian Point Capital, LP | 100,000 | $1,555 萬 | 3.53% | 00.0% | 不變 |
| Exane Asset Management | 99,673 | $1,550 萬 | 3.52% | +99,673 | 新進 |
| First Financial Bank - Trust Division | 99,584 | $1,549 萬 | 1.69% | −1,629−1.6% | 減碼 |
| Wallington Asset Management, LLC | 99,577 | $1,549 萬 | 2.66% | +2,796+2.9% | 加碼 |
| National Asset Management, Inc. | 98,662 | $1,534 萬 | 0.50% | −2,830−2.8% | 減碼 |
| EFG Asset Management (Americas) Corp. | 97,638 | $1,521 萬 | 2.83% | +2,242+2.4% | 加碼 |
| BTC Capital Management, Inc. | 97,515 | $1,519 萬 | 1.73% | −2,280−2.3% | 減碼 |
| Waratah Capital Advisors Ltd. | 97,379 | $1,515 萬 | 0.86% | −25,998−21.1% | 減碼 |
| Fiduciary Group LLC | 99,666 | $1,507 萬 | 1.74% | +1,112+1.1% | 加碼 |
| Penobscot Investment Management Company, Inc. | 96,855 | $1,507 萬 | 2.23% | +1,985+2.1% | 加碼 |
| Cohen Klingenstein LLC | 96,179 | $1,496 萬 | 0.64% | 00.0% | 不變 |
| Citizens Business Bank | 96,167 | $1,496 萬 | 1.97% | −1,704−1.7% | 減碼 |
| Valeo Financial Advisors, LLC | 120,173 | $1,490 萬 | 0.92% | −723−0.6% | 減碼 |
| Westchester Capital Management, Inc. | 95,027 | $1,478 萬 | 4.15% | +4,509+5.0% | 加碼 |
| Sequoia Financial Advisors, LLC | 94,620 | $1,472 萬 | 0.54% | +11,428+13.7% | 加碼 |
| Cigna Investments Inc | 94,559 | $1,471 萬 | 1.05% | −15,267−13.9% | 減碼 |
| BBVA USA | 94,394 | $1,468 萬 | 0.82% | +94,394 | 新進 |
| Equitable Holdings, Inc. | 94,382 | $1,468 萬 | 0.25% | +4,988+5.6% | 加碼 |
| Addenda Capital Inc. | 94,169 | $1,465 萬 | 0.69% | +12,576+15.4% | 加碼 |
| Choate Investment Advisors | 93,886 | $1,460 萬 | 0.89% | −3,489−3.6% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 93,698 | $1,457 萬 | 1.69% | +1,009+1.1% | 加碼 |
| Kornitzer Capital Management Inc | 93,624 | $1,456 萬 | 0.22% | +49,510+112.2% | 加碼 |
| Washington Trust Bank | 93,459 | $1,454 萬 | 1.72% | −728−0.8% | 減碼 |
| Regent Investment Management LLC | 93,226 | $1,450 萬 | 3.40% | −1,465−1.5% | 減碼 |
| Cincinnati Casualty Co | 93,000 | $1,447 萬 | 8.60% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $1,447 萬 | 5.90% | 00.0% | 不變 |
| Wedbush Securities Inc | 92,915 | $1,445 萬 | 0.68% | +16,855+22.2% | 加碼 |
| Prospera Financial Services Inc | 92,525 | $1,440 萬 | 0.72% | +3,322+3.7% | 加碼 |
| CCM Investment Advisers LLC | 92,309 | $1,436 萬 | 1.84% | −661−0.7% | 減碼 |
| TD Private Client Wealth LLC | 92,260 | $1,435 萬 | 0.61% | −1,223−1.3% | 減碼 |
| Telemus Capital, LLC | 92,194 | $1,434 萬 | 1.03% | −3,764−3.9% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 92,132 | $1,433 萬 | 0.56% | +3,655+4.1% | 加碼 |
| Freestone Capital Holdings, LLC | 91,754 | $1,427 萬 | 0.72% | +357+0.4% | 加碼 |
| Rossmore Private Capital | 91,462 | $1,423 萬 | 2.43% | +180+0.2% | 加碼 |
| World Asset Management Inc | 91,132 | $1,418 萬 | 1.29% | −4,970−5.2% | 減碼 |
| United Asset Strategies, Inc. | 90,761 | $1,412 萬 | 1.88% | −1,810−2.0% | 減碼 |
| Dowling & Yahnke LLC | 90,761 | $1,412 萬 | 0.81% | −401−0.4% | 減碼 |
| Richard Bernstein Advisors LLC | 90,728 | $1,411 萬 | 0.29% | 00.0% | 不變 |
| Prospector Partners LLC | 90,650 | $1,410 萬 | 1.78% | +1,100+1.2% | 加碼 |
| Connors Investor Services Inc | 90,348 | $1,405 萬 | 1.46% | +445+0.5% | 加碼 |
| First Citizens Bank & Trust Co | 90,237 | $1,404 萬 | 0.67% | −2,808−3.0% | 減碼 |
| TruWealth Advisors, LLC | 90,066 | $1,401 萬 | 1.64% | +4,212+4.9% | 加碼 |
| Cincinnati Financial Corp | 90,000 | $1,400 萬 | 0.34% | 00.0% | 不變 |
| Cannell Peter B & Co Inc | 89,566 | $1,393 萬 | 0.42% | −5,860−6.1% | 減碼 |
| Trust Co of Virginia | 90,197 | $1,390 萬 | 1.52% | −2,227−2.4% | 減碼 |
| Calamos Wealth Management LLC | 89,018 | $1,385 萬 | 1.08% | −3,847−4.1% | 減碼 |
| Alexandria Capital, LLC | 88,876 | $1,382 萬 | 1.28% | +973+1.1% | 加碼 |
| Private Trust Co NA | 88,713 | $1,380 萬 | 2.09% | +7,337+9.0% | 加碼 |
| CWA Asset Management Group, LLC | 87,337 | $1,372 萬 | 1.11% | +7,356+9.2% | 加碼 |
| Brown Brothers Harriman & Co | 88,103 | $1,370 萬 | 0.08% | +3,663+4.3% | 加碼 |
| First American Trust, FSB | 87,987 | $1,369 萬 | 2.15% | −3,376−3.7% | 減碼 |