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 |
|---|---|---|---|---|---|
| Grandview Asset Management LLC | 10,229 | $167.4 萬 | 1.72% | +2,076+25.5% | 加碼 |
| Round Hill Asset Management | 10,234 | $167.6 萬 | 0.84% | −62−0.6% | 減碼 |
| Winthrop Advisory Group LLC | 10,242 | $167.6 萬 | 0.37% | +261+2.6% | 加碼 |
| Prudential PLC | 10,248 | $167.7 萬 | 0.02% | −273,027−96.4% | 減碼 |
| Mercer Capital Advisers, Inc. | 10,244 | $167.7 萬 | 0.90% | −1,132−10.0% | 減碼 |
| CKW Financial Group | 10,055 | $168.0 萬 | 0.26% | 00.0% | 不變 |
| Bassett Hargrove Investment Counsel, LLC | 10,812 | $168.2 萬 | 2.51% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 10,280 | $168.3 萬 | 1.09% | +647+6.7% | 加碼 |
| N.E.W. Advisory Services LLC | 10,298 | $168.6 萬 | 0.27% | +47+0.5% | 加碼 |
| Accurate Wealth Management, LLC | 5,806 | $168.8 萬 | 1.48% | −9,770−62.7% | 減碼 |
| Ballast, Inc. | 10,334 | $169.1 萬 | 0.71% | −193−1.8% | 減碼 |
| Allen Investment Management LLC | 10,351 | $169.4 萬 | 0.02% | 00.0% | 不變 |
| JSF Financial, LLC | 10,356 | $169.5 萬 | 0.84% | +828+8.7% | 加碼 |
| Avestar Capital, LLC | 10,374 | $169.8 萬 | 0.33% | +620+6.4% | 加碼 |
| Clear Perspective Advisors, LLC | 10,386 | $170.0 萬 | 0.58% | −32−0.3% | 減碼 |
| Eagle Capital Management LLC | 10,385 | $170.0 萬 | 0.00% | 00.0% | 不變 |
| Wealthquest Corp | 10,387 | $170.0 萬 | 0.29% | +239+2.4% | 加碼 |
| Strategic Investment Advisors | 10,391 | $170.1 萬 | 0.37% | −233−2.2% | 減碼 |
| Westbourne Investment Advisors, Inc. | 10,390 | $170.1 萬 | 0.77% | +130+1.3% | 加碼 |
| Capital Square, LLC | 10,195 | $170.3 萬 | 1.21% | −49−0.5% | 減碼 |
| Evanson Asset Management, LLC | 11,056 | $170.4 萬 | 0.18% | +134+1.2% | 加碼 |
| Credential Qtrade Securities Inc. | 10,423 | $170.6 萬 | 0.13% | +131+1.3% | 加碼 |
| Van Hulzen Asset Management, LLC | 10,428 | $170.7 萬 | 0.25% | −181−1.7% | 減碼 |
| Townsend & Associates, Inc | 10,244 | $170.7 萬 | 0.84% | +20+0.2% | 加碼 |
| Blackhawk Capital Partners LLC. | 10,486 | $171.6 萬 | 1.08% | −442−4.0% | 減碼 |
| BigSur Wealth Management LLC | 10,492 | $171.7 萬 | 0.77% | −1,500−12.5% | 減碼 |
| First Mercantile Trust Co | 10,486 | $171.7 萬 | 0.23% | −1,013−8.8% | 減碼 |
| Texas Capital Bancshares Inc | 10,490 | $171.7 萬 | 1.20% | −31−0.3% | 減碼 |
| First National Bank of South Miami | 10,550 | $172.7 萬 | 1.16% | +536+5.4% | 加碼 |
| Prestige Wealth Management Group LLC | 10,568 | $173.0 萬 | 0.44% | −857−7.5% | 減碼 |
| Paradigm Financial Advisors, LLC | 10,589 | $173.3 萬 | 0.40% | −97−0.9% | 減碼 |
| BSW Wealth Partners | 10,609 | $173.7 萬 | 0.49% | −1,177−10.0% | 減碼 |
| Wealth Architects, LLC | 10,611 | $173.7 萬 | 0.34% | +397+3.9% | 加碼 |
| Cidel Asset Management Inc | 10,653 | $174.4 萬 | 0.07% | −30.0% | 減碼 |
| Crescent Capital Consulting, LLC | 10,662 | $174.5 萬 | 0.32% | −1,300−10.9% | 減碼 |
| HC Advisors, LLC | 10,664 | $174.6 萬 | 1.15% | −43−0.4% | 減碼 |
| WealthBridge Capital Management, LLC | 10,684 | $174.9 萬 | 0.65% | +61+0.6% | 加碼 |
| Port Capital LLC | 10,695 | $175.1 萬 | 0.09% | −500−4.5% | 減碼 |
| Allred Capital Management, LLC | 10,704 | $175.2 萬 | 0.92% | −245−2.2% | 減碼 |
| Ssi Investment Management LLC | 10,751 | $175.8 萬 | 0.11% | +67+0.6% | 加碼 |
| Klingman & Associates, LLC | 10,750 | $176.0 萬 | 0.16% | −259−2.4% | 減碼 |
| Capital Advisors, Ltd. LLC | 10,767 | $176.2 萬 | 0.31% | +1,154+12.0% | 加碼 |
| Breiter Capital Management Inc | 10,777 | $176.4 萬 | 1.01% | −872−7.5% | 減碼 |
| Biltmore Family Office, LLC | 10,828 | $177.2 萬 | 0.43% | +1,012+10.3% | 加碼 |
| Peak Planning Group, LLC | 10,855 | $177.7 萬 | 1.53% | +10,855 | 新進 |
| Lineweaver Wealth Advisors, LLC | 10,864 | $177.8 萬 | 0.54% | +770+7.6% | 加碼 |
| Fort Point Capital Partners LLC | 10,867 | $177.9 萬 | 0.28% | +1,950+21.9% | 加碼 |
| Roman Butler Fullerton & Co | 10,705 | $178.3 萬 | 0.83% | −10−0.1% | 減碼 |
| Covenant Multifamily Offices, LLC | 10,574 | $178.3 萬 | 0.32% | +264+2.6% | 加碼 |
| Tiger Eye Capital LLC | 10,910 | $178.6 萬 | 0.70% | −2,792−20.4% | 減碼 |
| Private Capital Group, LLC | 10,917 | $178.7 萬 | 0.40% | +57+0.5% | 加碼 |
| Camden Capital, LLC | 10,957 | $179.4 萬 | 0.36% | +857+8.5% | 加碼 |
| JNBA Financial Advisors | 10,964 | $179.5 萬 | 0.24% | +20+0.2% | 加碼 |
| Traphagen Investment Advisors LLC | 10,987 | $179.8 萬 | 0.33% | +156+1.4% | 加碼 |
| TBH Global Asset Management, LLC | 11,022 | $180.4 萬 | 0.42% | −140−1.3% | 減碼 |
| Palumbo Wealth Management LLC | 11,037 | $180.7 萬 | 1.19% | −3,118−22.0% | 減碼 |
| Invst, LLC | 11,056 | $181.0 萬 | 0.29% | +111+1.0% | 加碼 |
| Crescent Grove Advisors, LLC | 11,070 | $181.2 萬 | 0.19% | −269−2.4% | 減碼 |
| Cacti Asset Management LLC | 11,110 | $181.9 萬 | 0.15% | 00.0% | 不變 |
| Auxano Advisors, LLC | 11,115 | $181.9 萬 | 0.82% | +205+1.9% | 加碼 |
| Latitude Advisors, LLC | 11,155 | $182.6 萬 | 0.59% | +5,557+99.3% | 加碼 |
| Caliber Wealth Management, LLC | 10,967 | $182.7 萬 | 1.29% | +2,597+31.0% | 加碼 |
| Colonial River Wealth Management, LLC | 10,967 | $182.7 萬 | 1.29% | +4,718+75.5% | 加碼 |
| Ibex Wealth Advisors | 11,183 | $183.1 萬 | 0.35% | +1,908+20.6% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 11,219 | $183.6 萬 | 1.10% | +1,431+14.6% | 加碼 |
| Trinity Financial Advisors LLC | 11,221 | $183.7 萬 | 1.23% | −1,848−14.1% | 減碼 |
| All Terrain Financial Advisors, LLC | 11,221 | $183.7 萬 | 0.84% | +248+2.3% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 11,264 | $184.4 萬 | 1.47% | +19+0.2% | 加碼 |
| Venturi Wealth Management, LLC | 11,272 | $184.5 萬 | 0.15% | −2,157−16.1% | 減碼 |
| Everhart Financial Group, Inc. | 11,294 | $184.9 萬 | 1.27% | +1,059+10.3% | 加碼 |
| Peterson Wealth Management | 11,330 | $185.5 萬 | 1.44% | +35+0.3% | 加碼 |
| Blue Square Asset Management, LLC | 11,381 | $186.3 萬 | 1.16% | +137+1.2% | 加碼 |
| De Burlo Group Inc | 11,400 | $186.6 萬 | 0.30% | −64,800−85.0% | 減碼 |
| St. Johns Investment Management Company, LLC | 11,418 | $186.9 萬 | 1.03% | −21−0.2% | 減碼 |
| Childress Capital Advisors, LLC | 11,477 | $187.8 萬 | 0.76% | +2,539+28.4% | 加碼 |
| Tarbox Family Office, Inc. | 11,477 | $187.9 萬 | 0.34% | −563−4.7% | 減碼 |
| Monte Financial Group, LLC | 11,511 | $188.4 萬 | 1.08% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 11,516 | $188.5 萬 | 0.10% | +449+4.1% | 加碼 |
| Trust Co | 11,536 | $188.8 萬 | 0.48% | 00.0% | 不變 |
| Lincluden Management Ltd | 11,575 | $189.5 萬 | 0.19% | −360−3.0% | 減碼 |
| CAMG Solamere Management, LLC | 11,604 | $189.8 萬 | 1.56% | +796+7.4% | 加碼 |
| Warren Averett Asset Management, LLC | 11,329 | $189.9 萬 | 0.16% | +572+5.3% | 加碼 |
| Sittner & Nelson, LLC | 11,632 | $190.4 萬 | 1.23% | −804−6.5% | 減碼 |
| CX Institutional | 11,662 | $190.9 萬 | 0.16% | −392−3.3% | 減碼 |
| Continuum Advisory, LLC | 38,063 | $191.1 萬 | 0.51% | +26,815+238.4% | 加碼 |
| AIA Group Ltd | 11,719 | $191.8 萬 | 0.11% | +3,565+43.7% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 11,725 | $191.9 萬 | 1.20% | −125−1.1% | 減碼 |
| Heritage Wealth Management, LLC | 11,730 | $192.0 萬 | 0.68% | +1,534+15.0% | 加碼 |
| Acorn Wealth Advisors, LLC | 11,772 | $192.7 萬 | 1.35% | +241+2.1% | 加碼 |
| Bluesphere Advisors, LLC | 11,820 | $193.5 萬 | 1.86% | −220−1.8% | 減碼 |
| Occidental Asset Management, LLC | 11,821 | $193.5 萬 | 0.50% | +760+6.9% | 加碼 |
| BancorpSouth Bank | 11,854 | $194.0 萬 | 0.27% | +1,119+10.4% | 加碼 |
| Bar Harbor Trust Services | 11,878 | $194.4 萬 | 0.61% | +565+5.0% | 加碼 |
| Members Capital Advisors Inc | 11,881 | $194.5 萬 | 1.06% | +1,842+18.3% | 加碼 |
| Loomis Sayles & Co L P | 11,918 | $195.1 萬 | 0.00% | −944−7.3% | 減碼 |
| One Charles Private Wealth Services, LLC | 11,920 | $195.1 萬 | 1.13% | −272−2.2% | 減碼 |
| Trillium Asset Management, LLC | 11,944 | $195.5 萬 | 0.05% | +105+0.9% | 加碼 |
| Wrapmanager Inc | 11,954 | $195.7 萬 | 0.51% | −29−0.2% | 減碼 |
| Ategra Capital Management, LLC | 11,971 | $196.0 萬 | 0.99% | −95−0.8% | 減碼 |
| Bath Savings Trust Co | 12,022 | $196.7 萬 | 0.23% | −200−1.6% | 減碼 |