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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。

其他股別AMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM

2021 年第 3 季與 2021 年第 2 季比較

持有 JPMorgan Chase & Co 的機構從 2021 年第 2 季到 2021 年第 3 季的變化。

2021 年第 3 季全部持有人2021 年第 2 季全部持有人

JPM 的 13F 持有人:2021 年第 2 季與 2021 年第 3 季比較
項目2021 年第 2 季其中尚未申報 2021 年第 3 季2021 年第 3 季變化
持有家數3,246483,239+41
股數21.2 億417.4 萬20.9 億−2,504 萬 (−1.2%)
市值$3,293 億$6.49 億$3,420 億+$133.9 億 (+4.1%)

48 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(131 家)

2021 年第 3 季季末持有 JPMorgan Chase & Co、2021 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 131 家。

2021 年第 3 季新進 JPM 的機構
機構股數市值佔組合 %
Pictet Asset Management SA1,872,907$3.07 億0.34%
Capital Group Private Client Services, Inc.1,144,907$1.87 億2.17%
ADAMCAPITAL Gestao de Recursos Ltda.904,516$1.48 億17.08%
Tredje AP-fonden508,908$8,330 萬1.75%
Bokf, NA381,502$6,245 萬1.07%
Smith Group Asset Management, LLC307,686$5,039 萬2.58%
Badgley Phelps Wealth Managers, LLC294,256$4,817 萬1.75%
Graticule Asia Macro Advisors LLC167,581$2,743 萬5.16%
U.S. Capital Wealth Advisors, LLC144,692$2,336 萬1.01%
Liontrust Investment Partners LLP113,000$1,850 萬0.26%
Soros Fund Management LLC大師索羅斯基金管理112,280$1,838 萬0.36%
Omers Administration Corp108,564$1,777 萬0.26%
Transcend Wealth Collective, LLC98,643$1,691 萬1.52%
Baxter Bros Inc102,768$1,682 萬2.69%
Psagot Value Holdings Ltd. / (Israel)90,984$1,489 萬2.57%
Ferris Capital, LLC80,264$1,345 萬2.88%
Brookfield Asset Management Inc.79,858$1,307 萬0.05%
ARS Wealth Advisors Group, LLC71,028$1,163 萬2.11%
Tompkins Financial Corp65,047$1,065 萬1.95%
Weiss Multi-Strategy Advisers LLC62,500$1,023 萬0.22%
Stevens Capital Management LP61,013$998.7 萬4.19%
Quantitative Investment Management, LLC44,643$730.7 萬0.66%
Black Swift Group, LLC43,597$713.6 萬3.23%
Alight Capital Management LP40,000$654.8 萬2.41%
CastleArk Alternatives, LLC38,070$623.2 萬0.24%
Shorepoint Capital Partners LLC37,970$621.5 萬2.79%
FORA Capital, LLC37,037$606.3 萬1.53%
Bell & Brown Wealth Advisors, LLC31,177$510.3 萬2.75%
Nicholas Investment Partners, LP30,000$491.1 萬0.36%
Leuthold Group, LLC29,613$484.7 萬0.59%
Essex LLC29,427$481.7 萬1.34%
JB Capital LLC28,281$462.9 萬0.60%
Herold Advisors, Inc.26,265$429.9 萬1.67%
Crestline Management, LP25,251$413.3 萬0.39%
Roberts Wealth Advisors, LLC23,464$384.1 萬1.52%
Cordatus Wealth Management LLC21,468$351.4 萬2.70%
Studio Investment Management LLC20,648$338.0 萬1.45%
Gsa Capital Partners LLP15,807$258.7 萬0.26%
Israel Discount Bank of New York13,342$218.4 萬1.48%
6 Meridian12,926$211.6 萬0.17%
Peak Planning Group, LLC10,855$177.7 萬1.53%
Arabesque Asset Management Ltd10,154$166.2 萬0.56%
Fluent Financial, LLC10,086$165.1 萬0.70%
Granite Point Capital Management, L.P.10,000$163.7 萬0.63%
US Asset Management LLC9,708$158.9 萬1.54%
Lion Street Advisors, LLC9,581$156.8 萬0.85%
Philo Smith Capital Corp9,550$156.3 萬0.67%
Kapitalo Investimentos Ltda8,500$139.1 萬0.76%
McElhenny Sheffield Capital Management, LLC8,372$137.0 萬0.62%
Keeley-Teton Advisors, LLC8,173$133.8 萬0.15%
Antonetti Capital Management LLC8,144$133.3 萬1.09%
San Luis Wealth Advisors LLC8,039$131.6 萬0.73%
Altman Advisors, Inc.7,650$130.0 萬0.72%
Advus Financial Partners, LLC7,696$121.9 萬0.67%
E Fund Management Co., Ltd.6,568$107.5 萬0.04%
Tennessee Valley Asset Management Partners6,416$105.0 萬0.40%
Kozak & Associates, Inc.6,249$104.1 萬0.62%
Blueprint Investment Partners LLC5,423$88.8 萬0.44%
Virtu Financial LLC5,020$82.2 萬0.07%
Independent Wealth Network Inc.4,746$80.9 萬0.53%
First National Bank4,857$79.5 萬0.75%
Simplex Trading, LLC4,940$77.5 萬0.03%
Diamant Asset Management, Inc.4,661$76.3 萬0.63%
Alyeska Investment Group, L.P.4,549$74.5 萬0.01%
Angeles Investment Advisors, LLC3,826$62.6 萬0.04%
Strong Tower Advisory Services3,878$62.4 萬0.36%
Robbins Farley LLC3,511$57.5 萬0.42%
Five Oceans Advisors3,431$56.2 萬0.65%
NFP Retirement, Inc.3,255$53.3 萬0.22%
Provident Trust Co3,232$52.9 萬0.01%
Cypress Capital, LLC3,218$52.7 萬0.07%
Market Street Wealth Management Advisors LLC3,216$52.6 萬0.21%
Wolff Financial Management LLC3,216$52.6 萬0.46%
Botty Investors LLC3,198$52.3 萬0.16%
Gryphon International Investment CORP2,972$48.6 萬1.66%
Swaine & Leidel Wealth Services, LLC2,961$48.4 萬0.43%
Magnolia Capital Management Ltd2,925$47.9 萬0.41%
Hendershot Investments Inc.2,908$47.6 萬0.09%
TNF LLC2,956$47.3 萬0.20%
Financial Council Asset Management Inc2,844$46.6 萬0.66%
CMT Capital Markets Trading GmbH2,800$46.5 萬0.18%
Two Sigma Securities, LLC2,396$39.2 萬0.08%
Qube Research & Technologies Ltd2,364$38.7 萬0.00%
Cahaba Wealth Management, Inc.2,192$35.8 萬0.05%
FSA Wealth Management LLC2,180$35.7 萬0.22%
Coyle Financial Counsel LLC2,168$35.5 萬0.21%
St. Clair Advisors, LLC2,166$35.5 萬0.25%
BEAM Asset Management, LLC2,083$34.1 萬0.29%
Wescott Financial Advisory Group, LLC2,079$34.0 萬0.19%
First Pacific Financial2,060$33.7 萬0.18%
Petix & Botte Co2,014$32.9 萬0.11%
Salomon & Ludwin, LLC1,948$31.9 萬0.05%
CFS Investment Advisory Services, LLC1,813$29.7 萬0.04%
Smith & Howard Wealth Management, LLC1,769$29.0 萬0.14%
AlphaCore Capital LLC1,691$27.7 萬0.14%
Stoneridge Investment Partners LLC1,637$26.8 萬0.13%
Zeke Capital Advisors, LLC1,625$26.6 萬0.02%
Charles Schwab Investment Advisory, Inc.1,607$26.3 萬0.00%
Polar Asset Management Partners Inc.1,510$24.7 萬0.00%
Summit Place Financial Advisors, LLC1,499$24.5 萬0.18%

清倉機構(90 家)

2021 年第 2 季季末持有 JPMorgan Chase & Co、2021 年第 3 季有申報但已經沒有持有的機構。

2021 年第 3 季清倉 JPM 的機構
機構2021 年第 2 季股數2021 年第 2 季市值
Consulta Ltd717,500$1.12 億
Prana Capital Management, LP326,619$5,080 萬
Thunderbird Partners LLP300,113$4,668 萬
Pactiv General Employee Benefit Trust236,850$3,684 萬
Itau Unibanco Holding S.A.122,053$1,898 萬
Exane Asset Management99,673$1,550 萬
Gendell Jeffrey L80,000$1,244 萬
Fullerton Fund Management Co Ltd.70,623$1,099 萬
Two Sigma Investments, LP70,294$1,093 萬
BP PLC68,065$1,058 萬
Martingale Asset Management L P61,859$962.2 萬
Investidor Profissional Gestao de Recursos Ltda.55,936$870.0 萬
Duality Advisers, LP52,352$814.3 萬
Pensionfund Sabic44,000$684.4 萬
Mader & Shannon Wealth Management, Inc.39,476$614.0 萬
Banco BTG Pactual S.A.39,463$613.8 萬
Barometer Capital Management Inc.37,988$587.5 萬
Walleye Trading LLC37,203$578.7 萬
Ally Financial Inc.35,000$544.4 萬
Claudia M.P. Batlle, CRP (R) LLC32,931$512.3 萬
Graham Capital Management, L.P.30,000$466.6 萬
Van Den Berg Management I, Inc28,917$449.8 萬
Origin Asset Management LLP28,672$446.0 萬
Cramer Rosenthal McGlynn LLC27,505$427.8 萬
HBK Investments L P21,631$336.4 萬
Anson Funds Management LP20,000$311.1 萬
Northstar Advisory Group, LLC19,763$307.4 萬
Centre Asset Management, LLC16,120$250.7 萬
Jump Financial, LLC15,920$247.6 萬
Pearl River Capital, LLC14,398$223.9 萬
Partners Capital Investment Group, LLP13,825$215.0 萬
L2 Asset Management, LLC13,383$208.2 萬
Legato Capital Management LLC13,110$203.9 萬
Mainstay Capital Management LLC11,774$183.1 萬
Clough Capital Partners L P11,420$177.6 萬
Jackson Wealth Management, LLC10,983$170.8 萬
Beck Capital Management, LLC10,581$164.6 萬
Northeast Financial Group, Inc.10,579$164.5 萬
Leverage Partners Absolute Return Fund SPC10,000$155.5 萬
Capital Markets Trading UK LLP7,556$117.5 萬
Ballew Advisors, Inc6,997$108.9 萬
Truadvice, LLC6,462$97.9 萬
Madden Securities Corp6,229$96.9 萬
Mirabella Financial Services LLP5,496$85.5 萬
Mint Tower Capital Management B.V.5,361$83.4 萬
17 Capital Partners, LLC5,205$81.0 萬
Mizuho Markets Cayman LP4,937$76.8 萬
Bridgefront Capital, LLC4,275$66.5 萬
Mark Asset Management LP4,073$63.4 萬
Shulman DeMeo Asset Management LLC3,672$57.1 萬
Susquehanna International Group Ltd.3,652$56.8 萬
Fox Run Management, L.L.C.3,489$54.3 萬
Schwab Charitable Fund3,150$49.0 萬
Driehaus Capital Management LLC3,110$48.4 萬
Acorn Financial Advisory Services Inc2,807$43.7 萬
Paragon Capital Management LLC2,438$37.9 萬
Jones Road Capital Management, L.P.2,075$32.3 萬
Riverpoint Wealth Management Holdings, LLC2,062$32.1 萬
Kerntke Otto McGlone Wealth Management Group2,021$31.4 萬
Campbell & CO Investment Adviser LLC2,000$31.1 萬
Alpine Global Management, LLC1,868$29.1 萬
Peregrine Asset Advisers, Inc.1,833$28.5 萬
Hanlon Investment Management, Inc.1,750$27.2 萬
Boothbay Fund Management, LLC1,654$25.7 萬
Ramsey Quantitative Systems1,610$25.0 萬
LFA - Lugano Financial Advisors SA1,598$24.9 萬
Algert Global LLC1,595$24.8 萬
Clarkston Capital Partners, LLC1,525$23.7 萬
Harbour Investment Management LLC1,427$22.2 萬
SageGuard Financial Group, LLC1,375$21.4 萬
Engineers Gate Manager LP1,345$20.9 萬
Peak Financial Advisors LLC1,337$20.8 萬
NFC Investments, LLC1,333$20.7 萬
Camarda Financial Advisors, LLC1,311$20.4 萬
Dark Forest Capital Management LP1,184$18.4 萬
KB Financial Partners, LLC1,177$18.3 萬
Financial Insights, Inc.1,113$17.3 萬
Beck Bode, LLC1,094$17.0 萬
Ford Financial Group, LLC1,064$16.5 萬
Paradigm, Strategies in Wealth Management, LLC1,046$16.3 萬
Personal Wealth Partners695$10.8 萬
CenterStar Asset Management, LLC–$9.30 萬
Flagship Private Wealth, LLC543$8.34 萬
Caas Capital Management LP283$4.40 萬
Gladius Capital Management LP263$4.10 萬
Mach-1 Financial Group, Inc.215$3.30 萬
Emerald Advisers, LLC100$1.60 萬
FNY Investment Advisers, LLC70$1.00 萬
First Command Advisory Services, Inc.60$9,000
NuWave Investment Management, LLC9$1,000

尚未申報 2021 年第 3 季的機構(48 家)

2021 年第 2 季季末持有 JPMorgan Chase & Co、還沒有申報 2021 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 2 季持有 JPM、尚未申報 2021 年第 3 季的機構
機構2021 年第 2 季股數2021 年第 2 季市值
Pictet Asset Management Ltd1,714,923$2.67 億
Smith Asset Management Group LP317,777$4,942 萬
Badgley Phelps & Bell Inc285,094$4,434 萬
Pinnacle Wealth Advisors276,277$4,297 萬
Kimelman & Baird, LLC264,421$4,113 萬
QS Investors, LLC146,796$2,283 萬
Snow Capital Management LP140,423$2,184 萬
Usca Ria LLC130,738$2,034 萬
Oakwood Capital Management LLC85,809$1,335 萬
First Horizon Corp70,952$1,104 萬
ARS Wealth Advisors, LLC69,710$1,084 萬
Bel Air Investment Advisors LLC66,763$1,038 萬
CWM, LLC62,369$970.1 萬
Princeton Portfolio Strategies Group LLC59,167$920.3 萬
Allegiant Private Advisors, LLC58,625$911.9 萬
M Holdings Securities, Inc.47,144$733.3 萬
Northstar Investment Advisors LLC47,926$727.4 萬
Taal Capital Management LP45,000$699.9 萬
Western Wealth Management, LLC34,290$534.3 萬
Nachman Norwood & Parrott, Inc26,811$417.0 萬
Geier Asset Management, Inc.23,528$366.0 萬
Coe Capital Management, LLC22,386$348.2 萬
MACRO Consulting Group17,309$269.4 萬
Rollins Financial16,722$260.1 萬
HWG Holdings LP15,741$244.8 萬
Kensington Investment Counsel, LLC11,719$182.3 萬
San Francisco Sentry Investment Group (Ca)11,700$181.9 萬
Vontobel Swiss Wealth Advisors AG10,660$165.8 萬
Elmwood Wealth Management, Inc.10,060$156.5 萬
GoalVest Advisory LLC10,036$156.1 萬
PhiloSmith Capital Corp9,550$148.5 萬
PNC Managed Account Solutions, Inc.9,102$141.6 萬
Glenview State Bank Trust Dept.8,876$138.1 萬
Pratt Collard Advisory Partners LLC6,683$103.9 萬
CWS Financial Advisors, LLC6,237$97.0 萬
Castleview Partners, LLC5,976$92.9 萬
Financial Consulate Inc.5,187$80.7 萬
Novak Financial Planning, LLC3,216$50.0 萬
Wechter Feldman Wealth Management, Inc.3,154$49.1 萬
Hoover Financial Advisors, Inc.2,471$38.4 萬
20/20 Capital Management, Inc.2,209$34.4 萬
Firethorn Wealth Partners, LLC1,918$29.8 萬
Planned Solutions, Inc.1,888$29.4 萬
Horan Securities, Inc.1,870$29.1 萬
Treybourne Wealth Planners, Inc.1,756$27.3 萬
Triune Financial Partners, LLC1,673$26.0 萬
Cowen Prime Services LLC1,395$21.7 萬
FormulaFolio Investments, LLC286$4.50 萬