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 |
|---|---|---|---|---|---|
| South Street Advisors LLC | 8,384 | $137.2 萬 | 0.26% | +4,472+114.3% | 加碼 |
| Menard Financial Group LLC | 8,420 | $137.8 萬 | 1.21% | +167+2.0% | 加碼 |
| MONECO Advisors, LLC | 8,425 | $137.9 萬 | 0.54% | +803+10.5% | 加碼 |
| Wealth Management Associates, Inc. | 8,439 | $138.1 萬 | 0.81% | +46+0.5% | 加碼 |
| First National Bank & Trust Co of Newtown | 8,440 | $138.2 萬 | 0.29% | −10−0.1% | 減碼 |
| Green Harvest Asset Management LLC | 8,794 | $138.5 萬 | 0.22% | +711+8.8% | 加碼 |
| Global Trust Asset Management, LLC | 8,459 | $138.5 萬 | 0.62% | +653+8.4% | 加碼 |
| Opus Capital Group, LLC | 8,479 | $138.8 萬 | 0.31% | −2,046−19.4% | 減碼 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 8,493 | $139.0 萬 | 0.56% | −12,939−60.4% | 減碼 |
| Silicon Hills Wealth Management, LLC | 8,499 | $139.1 萬 | 0.95% | +69+0.8% | 加碼 |
| Dividend Assets Capital, LLC | 8,495 | $139.1 萬 | 0.28% | +850+11.1% | 加碼 |
| Kapitalo Investimentos Ltda | 8,500 | $139.1 萬 | 0.76% | +8,500 | 新進 |
| O'Brien Greene & Co. Inc | 8,509 | $139.3 萬 | 0.51% | 00.0% | 不變 |
| Defined Wealth Management, LLC | 8,586 | $140.5 萬 | 1.25% | +47+0.6% | 加碼 |
| Thrive Capital Management, LLC | 8,627 | $141.2 萬 | 1.04% | +1,240+16.8% | 加碼 |
| Charter Oak Capital Management, LLC | 8,642 | $141.5 萬 | 0.18% | +231+2.7% | 加碼 |
| Salzhauer Michael | 8,660 | $141.8 萬 | 0.64% | 00.0% | 不變 |
| Prentice Wealth Management LLC | 8,691 | $142.3 萬 | 0.69% | +78+0.9% | 加碼 |
| Community Capital Management, Inc. | 8,700 | $142.4 萬 | 1.48% | −2,500−22.3% | 減碼 |
| Clarus Group, Inc. | 8,699 | $142.4 萬 | 0.98% | +10.0% | 加碼 |
| Caz Investments LP | 8,700 | $142.4 萬 | 1.84% | 00.0% | 不變 |
| Waddell & Associates, LLC | 8,741 | $143.1 萬 | 0.24% | +972+12.5% | 加碼 |
| Cutter & CO Brokerage, Inc. | 8,760 | $143.4 萬 | 0.34% | +661+8.2% | 加碼 |
| Derbend Asset Management | 8,772 | $143.6 萬 | 1.35% | −581−6.2% | 減碼 |
| Rowland & Co Investment Counsel | 15,275 | $143.7 萬 | 0.49% | −4,738−23.7% | 減碼 |
| Ayrshire Capital Management LLC | 8,789 | $143.9 萬 | 0.82% | +53+0.6% | 加碼 |
| CapWealth Advisors, LLC | 8,828 | $144.5 萬 | 0.16% | −1,437−14.0% | 減碼 |
| PSI Advisors, LLC | 8,888 | $145.4 萬 | 0.67% | +1,307+17.2% | 加碼 |
| Heartland Bank & Trust Co | 8,906 | $145.8 萬 | 1.26% | −3,654−29.1% | 減碼 |
| Royal Harbor Partners, LLC | 8,906 | $145.8 萬 | 1.04% | −2,254−20.2% | 減碼 |
| TLWM | 8,962 | $146.7 萬 | 0.56% | +456+5.4% | 加碼 |
| Cheviot Value Management, LLC | 8,975 | $146.9 萬 | 0.38% | −10−0.1% | 減碼 |
| Hummer Financial Advisory Services Inc | 8,972 | $146.9 萬 | 1.36% | 00.0% | 不變 |
| Orca Investment Management, LLC | 8,985 | $147.1 萬 | 1.29% | −883−8.9% | 減碼 |
| LVM Capital Management Ltd | 9,008 | $147.4 萬 | 0.22% | +245+2.8% | 加碼 |
| Howard Financial Services, Ltd. | 9,003 | $147.4 萬 | 0.55% | +692+8.3% | 加碼 |
| Vigilare Wealth Management | 9,002 | $147.4 萬 | 0.91% | +2,299+34.3% | 加碼 |
| Taylor Hoffman Wealth Management | 8,824 | $147.5 萬 | 0.63% | +64+0.7% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 9,037 | $147.9 萬 | 0.81% | +1,443+19.0% | 加碼 |
| Phocas Financial Corp. | 9,057 | $148.3 萬 | 0.19% | −9−0.1% | 減碼 |
| Delphi Management Inc | 9,094 | $148.9 萬 | 1.53% | +32+0.4% | 加碼 |
| Hardy Reed LLC | 9,124 | $149.4 萬 | 0.27% | −352−3.7% | 減碼 |
| Financial Management Professionals, Inc. | 9,140 | $149.6 萬 | 0.35% | +264+3.0% | 加碼 |
| Hemenway Trust Co LLC | 9,168 | $150.1 萬 | 0.15% | −57−0.6% | 減碼 |
| Lionsbridge Wealth Management LLC | 9,195 | $150.5 萬 | 1.62% | −126−1.4% | 減碼 |
| Front Row Advisors LLC | 9,223 | $151.0 萬 | 0.64% | +20+0.2% | 加碼 |
| Hollow Brook Wealth Management LLC | 9,230 | $151.1 萬 | 0.94% | 00.0% | 不變 |
| Central Bank & Trust Co | 9,228 | $151.1 萬 | 0.25% | +124+1.4% | 加碼 |
| BerganKDV Wealth Management, LLC | 9,278 | $151.9 萬 | 0.17% | +48+0.5% | 加碼 |
| Ascension Asset Management LLC | 9,304 | $152.3 萬 | 1.00% | 00.0% | 不變 |
| Well Done, LLC | 9,312 | $152.4 萬 | 0.34% | +682+7.9% | 加碼 |
| MJP Associates Inc | 9,335 | $152.8 萬 | 0.52% | +369+4.1% | 加碼 |
| First Financial Corp | 9,346 | $152.9 萬 | 1.02% | −512−5.2% | 減碼 |
| Hemington Wealth Management | 9,338 | $152.9 萬 | 0.56% | −253−2.6% | 減碼 |
| One + One Wealth Management, LLC | 9,356 | $153.1 萬 | 1.10% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 9,357 | $153.2 萬 | 0.96% | +62+0.7% | 加碼 |
| B&D White Capital Company, LLC | 9,373 | $153.4 萬 | 0.59% | −131−1.4% | 減碼 |
| Bennett Selby Investments LP | 9,374 | $153.4 萬 | 1.00% | −28−0.3% | 減碼 |
| Windsor Creek Advisors, LLC | 9,384 | $153.6 萬 | 0.69% | +11+0.1% | 加碼 |
| Vista Investment Management | 9,386 | $153.6 萬 | 0.90% | +113+1.2% | 加碼 |
| Orion Capital Management LLC | 9,390 | $153.7 萬 | 0.93% | −130−1.4% | 減碼 |
| Paloma Partners Management Co | 9,400 | $153.9 萬 | 0.07% | +4,998+113.5% | 加碼 |
| West Family Investments, Inc. | 9,426 | $154.3 萬 | 0.41% | +528+5.9% | 加碼 |
| Capital One Financial Corp | 9,455 | $154.8 萬 | 0.19% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 9,464 | $154.9 萬 | 0.29% | +3,936+71.2% | 加碼 |
| Citadel Investment Advisory, Inc. | 9,490 | $155.3 萬 | 0.96% | 00.0% | 不變 |
| Bell Bank | 9,495 | $155.4 萬 | 0.19% | −985−9.4% | 減碼 |
| Trust Investment Advisors | 9,517 | $155.8 萬 | 1.39% | −58−0.6% | 減碼 |
| Philo Smith Capital Corp | 9,550 | $156.3 萬 | 0.67% | +9,550 | 新進 |
| Sage Rhino Capital LLC | 9,563 | $156.5 萬 | 0.48% | +6+0.1% | 加碼 |
| Lion Street Advisors, LLC | 9,581 | $156.8 萬 | 0.85% | +9,581 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,616 | $157.4 萬 | 0.09% | +200+2.1% | 加碼 |
| First Bank & Trust | 9,625 | $157.5 萬 | 0.72% | −186−1.9% | 減碼 |
| Tempus Wealth Planning, LLC | 9,660 | $158.1 萬 | 0.90% | +403+4.4% | 加碼 |
| KC Investment Advisors, LLC | 9,680 | $158.5 萬 | 1.28% | +148+1.6% | 加碼 |
| US Asset Management LLC | 9,708 | $158.9 萬 | 1.54% | +9,708 | 新進 |
| Onyx Bridge Wealth Group LLC | 9,544 | $159.0 萬 | 0.60% | +2,496+35.4% | 加碼 |
| Burgundy Asset Management Ltd. | 9,761 | $159.8 萬 | 0.02% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 9,816 | $160.7 萬 | 0.26% | 00.0% | 不變 |
| Covenant Partners, LLC | 9,837 | $161.0 萬 | 0.63% | 00.0% | 不變 |
| Colton Groome Financial Advisors, LLC | 9,880 | $161.7 萬 | 0.70% | −45−0.5% | 減碼 |
| CFO4Life Group, LLC | 9,877 | $161.7 萬 | 0.38% | +1,515+18.1% | 加碼 |
| Optimal Asset Management, Inc. | 9,883 | $161.8 萬 | 0.20% | +12+0.1% | 加碼 |
| Bingham Osborn & Scarborough LLC | 9,893 | $161.9 萬 | 0.11% | +296+3.1% | 加碼 |
| Uncommon Cents Investing LLC | 9,922 | $162.4 萬 | 0.66% | +350+3.7% | 加碼 |
| Oder Investment Management, LLC | 9,974 | $163.2 萬 | 2.39% | −22−0.2% | 減碼 |
| Holowesko Partners Ltd. | 10,000 | $163.7 萬 | 0.65% | 00.0% | 不變 |
| BHK Investment Advisors, LLC | 10,003 | $163.7 萬 | 0.67% | +30.0% | 加碼 |
| Granite Point Capital Management, L.P. | 10,000 | $163.7 萬 | 0.63% | +10,000 | 新進 |
| Creative Financial Designs Inc | 10,040 | $164.3 萬 | 0.27% | +577+6.1% | 加碼 |
| Gilman Hill Asset Management, LLC | 10,051 | $164.5 萬 | 0.42% | +575+6.1% | 加碼 |
| Towercrest Capital Management | 10,048 | $164.5 萬 | 0.31% | +790+8.5% | 加碼 |
| Fluent Financial, LLC | 10,086 | $165.1 萬 | 0.70% | +10,086 | 新進 |
| Financial Partners Group, Inc | 10,098 | $165.3 萬 | 0.39% | +364+3.7% | 加碼 |
| Guardian Capital LP | 10,105 | $165.4 萬 | 0.03% | 00.0% | 不變 |
| Oxler Private Wealth LLC | 10,131 | $165.8 萬 | 0.73% | +1,893+23.0% | 加碼 |
| Capstone Investment Advisors, LLC | 10,127 | $165.8 萬 | 0.03% | +4,608+83.5% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 10,138 | $165.9 萬 | 0.00% | +202+2.0% | 加碼 |
| Arabesque Asset Management Ltd | 10,154 | $166.2 萬 | 0.56% | +10,154 | 新進 |
| Total Clarity Wealth Management, Inc. | 10,192 | $166.8 萬 | 0.79% | +295+3.0% | 加碼 |