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 3 季 13F 持有人
JPMorgan Chase & Co 在 2021/9/30 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
- 3,239
- 較 2021 年第 2 季 +41 家
- 持有股數
- 20.9 億
- 較 2021 年第 2 季 −2,504 萬 (−1.2%)
- 總市值
- $3,420 億
- 較 2021 年第 2 季 +$133.9 億 (+4.1%)
- 新進機構
- 131
- 另有 1,512 家加碼
- 清倉機構
- 90
- 另有 1,228 家減碼
另有 48 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gilbert & Cook, Inc. | 6,989 | $114.4 萬 | 0.20% | +39+0.6% | 加碼 |
| Northside Capital Management, LLC | 7,021 | $114.9 萬 | 0.32% | 00.0% | 不變 |
| Meridian Financial Partners LLC | 7,163 | $115.3 萬 | 0.77% | −26−0.4% | 減碼 |
| Baystate Wealth Management LLC | 7,044 | $115.3 萬 | 0.11% | +247+3.6% | 加碼 |
| Personal Cfo Solutions, LLC | 7,068 | $115.7 萬 | 0.24% | +92+1.3% | 加碼 |
| Carolinas Wealth Consulting LLC | 7,089 | $116.0 萬 | 0.27% | −450−6.0% | 減碼 |
| Wealth Management Partners, LLC | 7,087 | $116.0 萬 | 0.86% | −29−0.4% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 7,120 | $116.5 萬 | 0.57% | +108+1.5% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 7,145 | $117.0 萬 | 0.84% | −1,888−20.9% | 減碼 |
| First Quadrant L P | 7,169 | $117.3 萬 | 0.14% | +471+7.0% | 加碼 |
| Stephenson National Bank & Trust | 7,180 | $117.5 萬 | 0.75% | +350+5.1% | 加碼 |
| HMS Capital Management, LLC | 7,176 | $117.5 萬 | 0.55% | +976+15.7% | 加碼 |
| AllSquare Wealth Management LLC | 7,196 | $117.8 萬 | 0.70% | −200−2.7% | 減碼 |
| Collective Family Office LLC | 7,198 | $117.8 萬 | 0.51% | +51+0.7% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 7,195 | $117.8 萬 | 0.08% | +175+2.5% | 加碼 |
| Alesco Advisors LLC | 7,205 | $117.9 萬 | 0.04% | 00.0% | 不變 |
| Sippican Capital Advisors | 7,215 | $118.1 萬 | 1.02% | −95−1.3% | 減碼 |
| Proffitt & Goodson Inc | 7,215 | $118.1 萬 | 0.22% | 00.0% | 不變 |
| Insight Advisors, LLC | 7,024 | $118.2 萬 | 0.35% | +558+8.6% | 加碼 |
| Armbruster Capital Management, Inc. | 7,287 | $119.3 萬 | 0.34% | 00.0% | 不變 |
| Paulson Wealth Management Inc. | 7,314 | $119.7 萬 | 0.57% | −354−4.6% | 減碼 |
| Iron Financial, LLC | 7,310 | $119.7 萬 | 0.57% | −111−1.5% | 減碼 |
| M. Kraus & Co | 7,313 | $119.7 萬 | 0.43% | +11+0.2% | 加碼 |
| Atlas Capital Advisors LLC | 7,317 | $119.8 萬 | 0.19% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 7,331 | $120.0 萬 | 0.17% | +273+3.9% | 加碼 |
| Insight Wealth Strategies, LLC | 7,334 | $120.0 萬 | 0.17% | +444+6.4% | 加碼 |
| Bouchey Financial Group Ltd | 7,332 | $120.0 萬 | 0.17% | +1,195+19.5% | 加碼 |
| Signet Financial Management, LLC | 7,357 | $120.4 萬 | 0.21% | +1,091+17.4% | 加碼 |
| Carmichael Hill & Associates, Inc. | 7,397 | $121.1 萬 | 0.68% | +41+0.6% | 加碼 |
| IFG Advisors, LLC | 7,398 | $121.1 萬 | 0.56% | +66+0.9% | 加碼 |
| MBA Advisors LLC | 7,435 | $121.7 萬 | 0.90% | +30.0% | 加碼 |
| Princeton Capital Management LLC | 7,442 | $121.8 萬 | 0.39% | −36−0.5% | 減碼 |
| Purus Wealth Management, LLC | 7,438 | $121.8 萬 | 0.84% | +281+3.9% | 加碼 |
| Advus Financial Partners, LLC | 7,696 | $121.9 萬 | 0.67% | +7,696 | 新進 |
| VisionPoint Advisory Group, LLC | 7,253 | $121.9 萬 | 0.54% | −1,625−18.3% | 減碼 |
| Weather Gauge Advisory, LLC | 7,448 | $121.9 萬 | 1.57% | −493−6.2% | 減碼 |
| First National Bank Sioux Falls | 7,465 | $122.2 萬 | 2.05% | 00.0% | 不變 |
| Prudent Man Advisors, LLC | 7,479 | $122.4 萬 | 0.46% | +7+0.1% | 加碼 |
| Orrstown Financial Services Inc | 7,485 | $122.5 萬 | 1.94% | −771−9.3% | 減碼 |
| Renaissance Group LLC | 7,519 | $123.1 萬 | 0.05% | −223−2.9% | 減碼 |
| High Falls Advisors, Inc | 7,535 | $123.3 萬 | 0.33% | −13−0.2% | 減碼 |
| Aspireon Wealth Advisors | 7,541 | $123.4 萬 | 0.90% | −100−1.3% | 減碼 |
| Loudon Investment Management, LLC | 7,545 | $123.5 萬 | 0.88% | +103+1.4% | 加碼 |
| Focused Wealth Management, Inc | 7,558 | $123.7 萬 | 0.20% | −549−6.8% | 減碼 |
| JFS Wealth Advisors, LLC | 7,556 | $123.7 萬 | 0.13% | −363−4.6% | 減碼 |
| Voya Financial Advisors, Inc. | 7,459 | $123.8 萬 | 0.15% | +699+10.3% | 加碼 |
| DRW Securities, LLC | 7,571 | $123.9 萬 | 0.37% | +124+1.7% | 加碼 |
| QP Wealth Management, LLC | 7,633 | $124.9 萬 | 1.34% | −127−1.6% | 減碼 |
| InTrack Investment Management Inc | 7,363 | $125.0 萬 | 0.91% | −1,845−20.0% | 減碼 |
| Cornerstone National Bank & Trust Co | 7,637 | $125.0 萬 | 0.55% | +319+4.4% | 加碼 |
| Doheny Asset Management | 7,689 | $125.9 萬 | 0.90% | 00.0% | 不變 |
| Wall Street Access Asset Management, LLC | 7,742 | $126.7 萬 | 0.56% | +1,130+17.1% | 加碼 |
| Alhambra Investment Partners LLC | 7,748 | $126.8 萬 | 0.97% | −150−1.9% | 減碼 |
| Mather Group, LLC. | 7,813 | $127.9 萬 | 0.03% | −841−9.7% | 減碼 |
| Hall Laurie J Trustee | 7,820 | $127.9 萬 | 0.49% | −275−3.4% | 減碼 |
| Richard P Slaughter Associates Inc | 7,820 | $128.0 萬 | 0.51% | +648+9.0% | 加碼 |
| Clearview Wealth Advisors LLC | 7,837 | $128.3 萬 | 0.81% | +195+2.6% | 加碼 |
| McLean Asset Management Corp | 7,494 | $128.4 萬 | 0.49% | +757+11.2% | 加碼 |
| Pflug Koory, LLC | 7,850 | $128.5 萬 | 0.70% | −600−7.1% | 減碼 |
| Ironwood Investment Management LLC | 7,848 | $128.5 萬 | 0.67% | 00.0% | 不變 |
| Fortress Wealth Group, LLC | 7,849 | $128.5 萬 | 1.11% | +683+9.5% | 加碼 |
| Samalin Investment Counsel, LLC | 7,887 | $129.1 萬 | 0.84% | −95−1.2% | 減碼 |
| Crumly & Associates Inc. | 7,888 | $129.1 萬 | 0.60% | +1,225+18.4% | 加碼 |
| TD Ameritrade Investment Management, LLC | 13,479 | $129.8 萬 | 0.01% | +803+6.3% | 加碼 |
| Probity Advisors, Inc. | 7,930 | $129.8 萬 | 0.27% | −158−2.0% | 減碼 |
| Altman Advisors, Inc. | 7,650 | $130.0 萬 | 0.72% | +7,650 | 新進 |
| New Jersey Better Educational Savings Trust | 7,951 | $130.1 萬 | 2.58% | 00.0% | 不變 |
| Atwood & Palmer Inc | 7,949 | $130.1 萬 | 0.12% | +100+1.3% | 加碼 |
| Garrison Point Advisors, LLC | 7,957 | $130.2 萬 | 0.95% | +30+0.4% | 加碼 |
| Sky Investment Group LLC | 7,953 | $130.2 萬 | 0.29% | +429+5.7% | 加碼 |
| Cooper Financial Group | 7,983 | $130.7 萬 | 0.27% | +114+1.4% | 加碼 |
| Mitchell Sinkler & Starr | 7,985 | $130.7 萬 | 1.18% | +223+2.9% | 加碼 |
| Corsicana & Co. | 7,990 | $130.8 萬 | 0.83% | +175+2.2% | 加碼 |
| Krane Funds Advisors LLC | 7,997 | $130.9 萬 | 0.03% | −895−10.1% | 減碼 |
| GoodHaven Capital Management, LLC | 8,000 | $131.0 萬 | 0.85% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 5,336 | $131.2 萬 | 0.12% | −2,448−31.4% | 減碼 |
| San Luis Wealth Advisors LLC | 8,039 | $131.6 萬 | 0.73% | +8,039 | 新進 |
| Plancorp, LLC | 8,054 | $131.8 萬 | 0.09% | +396+5.2% | 加碼 |
| Physicians Financial Services, Inc. | 8,057 | $131.9 萬 | 0.53% | −225−2.7% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 8,087 | $132.4 萬 | 0.30% | +511+6.7% | 加碼 |
| Virtue Capital Management, LLC | 8,110 | $132.8 萬 | 0.24% | −467−5.4% | 減碼 |
| Shaker Investments LLC | 8,110 | $132.8 萬 | 0.59% | +29+0.4% | 加碼 |
| Accel Wealth Management | 8,117 | $132.9 萬 | 0.86% | −14−0.2% | 減碼 |
| Founders Financial Securities LLC | 8,125 | $133.0 萬 | 0.27% | −338−4.0% | 減碼 |
| Antonetti Capital Management LLC | 8,144 | $133.3 萬 | 1.09% | +8,144 | 新進 |
| MEMBERS Trust Co | 8,045 | $133.5 萬 | 0.04% | +869+12.1% | 加碼 |
| Keeley-Teton Advisors, LLC | 8,173 | $133.8 萬 | 0.15% | +8,173 | 新進 |
| Keel Point, LLC | 8,215 | $134.5 萬 | 0.19% | +372+4.7% | 加碼 |
| Sierra Capital LLC | 8,231 | $134.7 萬 | 0.23% | +4,561+124.3% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 8,234 | $134.8 萬 | 0.52% | +520+6.7% | 加碼 |
| Fiducient Advisors LLC | 8,243 | $134.9 萬 | 0.41% | −1,937−19.0% | 減碼 |
| ELCO Management Co., LLC | 8,257 | $135.2 萬 | 1.04% | +751+10.0% | 加碼 |
| Legacy Bridge, LLC | 8,278 | $135.5 萬 | 0.78% | +390+4.9% | 加碼 |
| Beacon Financial Advisory LLC | 8,314 | $136.1 萬 | 0.71% | +9+0.1% | 加碼 |
| Executive Wealth Management, LLC | 8,330 | $136.3 萬 | 0.15% | +294+3.7% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 8,344 | $136.6 萬 | 0.43% | +96+1.2% | 加碼 |
| Searle & Co. | 8,355 | $136.8 萬 | 0.56% | 00.0% | 不變 |
| Navalign, LLC | 8,365 | $136.9 萬 | 0.58% | +112+1.4% | 加碼 |
| Nations Financial Group Inc, | 8,366 | $137.0 萬 | 0.21% | +1,131+15.6% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 8,372 | $137.0 萬 | 0.62% | +8,372 | 新進 |