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 |
|---|---|---|---|---|---|
| Gemsstock Limited | 87,900 | $1,367 萬 | 4.31% | −58,500−40.0% | 減碼 |
| Circle Wealth Management, LLC | 87,825 | $1,366 萬 | 1.96% | +1,673+1.9% | 加碼 |
| ExodusPoint Capital Management, LP | 87,700 | $1,364 萬 | 0.21% | +31,997+57.4% | 加碼 |
| Meeder Asset Management Inc | 87,694 | $1,364 萬 | 0.64% | −31,808−26.6% | 減碼 |
| New England Asset Management Inc | 87,522 | $1,361 萬 | 0.25% | +1,950+2.3% | 加碼 |
| Sand Hill Global Advisors, LLC | 87,426 | $1,360 萬 | 0.83% | +3,134+3.7% | 加碼 |
| Courier Capital LLC | 87,264 | $1,357 萬 | 1.29% | −1,073−1.2% | 減碼 |
| Edge Wealth Management LLC | 87,418 | $1,357 萬 | 2.76% | +95+0.1% | 加碼 |
| Fort Pitt Capital Group, LLC | 86,688 | $1,348 萬 | 0.55% | +9,666+12.5% | 加碼 |
| Bragg Financial Advisors, Inc | 86,657 | $1,348 萬 | 0.86% | +1,305+1.5% | 加碼 |
| Socorro Asset Management LP | 86,499 | $1,345 萬 | 4.38% | +22,065+34.2% | 加碼 |
| Biondo Investment Advisors, LLC | 86,408 | $1,344 萬 | 2.31% | +1,476+1.7% | 加碼 |
| Hilton Capital Management, LLC | 86,312 | $1,343 萬 | 1.42% | −65,299−43.1% | 減碼 |
| Diversified Trust Co | 86,279 | $1,342 萬 | 0.48% | −1,137−1.3% | 減碼 |
| Geneos Wealth Management Inc. | 85,747 | $1,338 萬 | 0.52% | −24,551−22.3% | 減碼 |
| Adviser Investments LLC | 85,854 | $1,335 萬 | 1.00% | +1,559+1.8% | 加碼 |
| Oakwood Capital Management LLC | 85,809 | $1,335 萬 | 3.44% | −3,198−3.6% | 減碼 |
| Leavell Investment Management, Inc. | 87,388 | $1,330 萬 | 1.08% | 00.0% | 不變 |
| Advisory Services Network, LLC | 85,473 | $1,330 萬 | 0.42% | +6,661+8.5% | 加碼 |
| Aptus Capital Advisors, LLC | 85,127 | $1,324 萬 | 0.60% | +11,319+15.3% | 加碼 |
| TT International Asset Management LTD | 85,081 | $1,323 萬 | 0.61% | 00.0% | 不變 |
| Ledyard National Bank | 85,068 | $1,323 萬 | 1.35% | −127−0.1% | 減碼 |
| Earnest Partners LLC | 84,845 | $1,320 萬 | 0.08% | −3,977−4.5% | 減碼 |
| Simmons Bank | 84,829 | $1,319 萬 | 0.95% | +793+0.9% | 加碼 |
| IBM Retirement Fund | 84,811 | $1,319 萬 | 1.03% | −18,290−17.7% | 減碼 |
| Rice Partnership, LLC | 84,647 | $1,317 萬 | 4.15% | +165+0.2% | 加碼 |
| Nicola Wealth Management Ltd. | 84,500 | $1,314 萬 | 1.35% | +10,000+13.4% | 加碼 |
| Hoylecohen, LLC | 84,326 | $1,312 萬 | 1.24% | +779+0.9% | 加碼 |
| American Portfolios Advisors | 84,205 | $1,310 萬 | 0.51% | +5,326+6.8% | 加碼 |
| Peak Asset Management, LLC | 84,008 | $1,307 萬 | 3.25% | −3,637−4.1% | 減碼 |
| Lyell Wealth Management, LP | 83,770 | $1,303 萬 | 1.61% | +3,385+4.2% | 加碼 |
| Hantz Financial Services, Inc. | 83,612 | $1,301 萬 | 0.48% | +18,289+28.0% | 加碼 |
| Allstate Corp | 83,581 | $1,300 萬 | 0.44% | −4,846−5.5% | 減碼 |
| Charter Trust Co | 83,515 | $1,299 萬 | 1.21% | −1,357−1.6% | 減碼 |
| Transform Wealth, LLC | 83,201 | $1,294 萬 | 1.58% | +29,083+53.7% | 加碼 |
| Hudson Valley Investment Advisors Inc | 83,165 | $1,294 萬 | 2.25% | −3,721−4.3% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 83,150 | $1,293 萬 | 2.29% | 00.0% | 不變 |
| Cape Cod Five Cents Savings Bank | 82,859 | $1,289 萬 | 1.33% | −1,603−1.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 82,770 | $1,287 萬 | 0.92% | +3,003+3.8% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 82,000 | $1,275 萬 | 1.70% | 00.0% | 不變 |
| Haverford Financial Services, Inc. | 81,632 | $1,270 萬 | 3.10% | −84−0.1% | 減碼 |
| Winslow Asset Management Inc | 81,328 | $1,265 萬 | 2.36% | −110−0.1% | 減碼 |
| Thompson Investment Management, Inc. | 80,978 | $1,260 萬 | 1.82% | −1,015−1.2% | 減碼 |
| Cypress Capital Group | 80,806 | $1,257 萬 | 1.70% | +596+0.7% | 加碼 |
| Security Asset Management | 80,515 | $1,252 萬 | 4.93% | −5,658−6.6% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 80,465 | $1,252 萬 | 1.42% | −484−0.6% | 減碼 |
| General American Investors Co Inc | 80,000 | $1,244 萬 | 1.04% | 00.0% | 不變 |
| Gendell Jeffrey L | 80,000 | $1,244 萬 | 1.11% | +30,000+60.0% | 加碼 |
| 1st Source Bank | 79,966 | $1,244 萬 | 0.78% | +125+0.2% | 加碼 |
| D L Carlson Investment Group Inc | 79,652 | $1,239 萬 | 2.15% | −2,810−3.4% | 減碼 |
| Burns J W & Co Inc | 79,250 | $1,233 萬 | 1.94% | +410+0.5% | 加碼 |
| Sowell Financial Services LLC | 78,809 | $1,226 萬 | 0.81% | −41,072−34.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 78,788 | $1,226 萬 | 1.30% | −7,355−8.5% | 減碼 |
| Verdence Capital Advisors LLC | 78,361 | $1,219 萬 | 1.69% | +19,117+32.3% | 加碼 |
| Means Investment Co., Inc. | 78,300 | $1,218 萬 | 2.44% | +2,758+3.7% | 加碼 |
| Strategy Asset Managers LLC | 78,061 | $1,214 萬 | 2.57% | +434+0.6% | 加碼 |
| Steel Peak Wealth Management LLC | 78,048 | $1,214 萬 | 0.88% | −8,592−9.9% | 減碼 |
| Private Advisory Group LLC | 78,000 | $1,213 萬 | 3.07% | +13,524+21.0% | 加碼 |
| Redpoint Investment Management Pty Ltd | 77,778 | $1,210 萬 | 0.99% | −1,285−1.6% | 減碼 |
| Integrated Advisors Network LLC | 77,782 | $1,210 萬 | 0.89% | +709+0.9% | 加碼 |
| Ycg, LLC | 77,768 | $1,210 萬 | 1.20% | −10,959−12.4% | 減碼 |
| Community Bank, N.A. | 77,723 | $1,209 萬 | 1.43% | −2,999−3.7% | 減碼 |
| Lincoln National Corp | 77,528 | $1,206 萬 | 0.26% | +7,894+11.3% | 加碼 |
| Compton Capital Management Inc | 77,469 | $1,205 萬 | 3.55% | −310−0.4% | 減碼 |
| Mark Stevens | 77,403 | $1,204 萬 | 1.34% | −2,131−2.7% | 減碼 |
| Pendal Group Limited | 77,219 | $1,201 萬 | 0.11% | +51,158+196.3% | 加碼 |
| De Burlo Group Inc | 76,200 | $1,185 萬 | 1.89% | −55,000−41.9% | 減碼 |
| Sonora Investment Management, LLC | 75,962 | $1,182 萬 | 1.54% | +3,859+5.4% | 加碼 |
| German American Bancorp, Inc. | 75,459 | $1,174 萬 | 1.85% | +3,577+5.0% | 加碼 |
| Cypress Asset Management Inc | 75,398 | $1,173 萬 | 3.01% | +520+0.7% | 加碼 |
| Close Asset Management Ltd | 75,429 | $1,173 萬 | 0.56% | +1,502+2.0% | 加碼 |
| IFP Advisors, Inc | 74,975 | $1,168 萬 | 0.24% | +12,520+20.0% | 加碼 |
| MSD Partners, L.P. | 75,000 | $1,167 萬 | 0.38% | 00.0% | 不變 |
| Ropes Wealth Advisors LLC | 74,976 | $1,166 萬 | 1.84% | −864−1.1% | 減碼 |
| Punch & Associates Investment Management, Inc. | 74,913 | $1,165 萬 | 0.66% | −81−0.1% | 減碼 |
| Marshall Wace, LLP | 74,513 | $1,159 萬 | 0.06% | +773+1.0% | 加碼 |
| Pettee Investors, Inc. | 74,492 | $1,159 萬 | 5.45% | −960−1.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 74,426 | $1,158 萬 | 0.59% | −4,505−5.7% | 減碼 |
| Vantage Investment Partners, LLC | 74,247 | $1,155 萬 | 0.55% | −61,887−45.5% | 減碼 |
| Girard Partners Ltd. | 74,101 | $1,153 萬 | 1.48% | −1,676−2.2% | 減碼 |
| Siemens Fonds Invest GmbH | 74,035 | $1,152 萬 | 1.37% | −4,089−5.2% | 減碼 |
| Harbour Investments, Inc. | 73,746 | $1,147 萬 | 0.37% | +10,255+16.2% | 加碼 |
| Wellington Shields Capital Management, LLC | 73,623 | $1,145 萬 | 1.38% | +2,586+3.6% | 加碼 |
| Brookstone Capital Management | 73,504 | $1,144 萬 | 0.21% | +36,585+99.1% | 加碼 |
| TownSquare Capital, LLC | 74,564 | $1,144 萬 | 0.37% | +4,341+6.2% | 加碼 |
| Northern Oak Wealth Management Inc | 73,466 | $1,143 萬 | 1.38% | −942−1.3% | 減碼 |
| Farmers Trust Co | 73,352 | $1,141 萬 | 2.53% | +3,894+5.6% | 加碼 |
| Eagle Ridge Investment Management | 73,317 | $1,140 萬 | 1.32% | −1,356−1.8% | 減碼 |
| Trust Co of Toledo NA | 73,262 | $1,140 萬 | 1.92% | −883−1.2% | 減碼 |
| Chicago Partners Investment Group LLC | 75,048 | $1,138 萬 | 0.85% | −959−1.3% | 減碼 |
| WealthBridge Investment Counsel Inc. | 72,980 | $1,135 萬 | 5.02% | −955−1.3% | 減碼 |
| Foster & Motley Inc | 72,833 | $1,133 萬 | 0.95% | −2,529−3.4% | 減碼 |
| Everence Capital Management Inc | 72,405 | $1,126 萬 | 0.93% | +2,480+3.5% | 加碼 |
| Hoertkorn Richard Charles | 72,341 | $1,125 萬 | 5.04% | −469−0.6% | 減碼 |
| Buckingham Capital Management, Inc. | 72,290 | $1,124 萬 | 1.82% | −2,439−3.3% | 減碼 |
| Resource Management, LLC | 72,044 | $1,121 萬 | 1.28% | +320+0.4% | 加碼 |
| Moreno Evelyn V | 71,981 | $1,120 萬 | 2.63% | −5,920−7.6% | 減碼 |
| Great Lakes Advisors, LLC | 71,634 | $1,114 萬 | 0.17% | +1,133+1.6% | 加碼 |
| King Wealth | 71,557 | $1,113 萬 | 2.28% | +1,419+2.0% | 加碼 |
| Park Avenue Securities LLC | 71,556 | $1,113 萬 | 0.24% | +3,799+5.6% | 加碼 |