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 |
|---|---|---|---|---|---|
| Summit X, LLC | 12,036 | $196.9 萬 | 0.50% | +33+0.3% | 加碼 |
| Highland Private Wealth Management | 12,071 | $197.6 萬 | 0.28% | +710+6.2% | 加碼 |
| Sonata Capital Group Inc | 12,109 | $198.2 萬 | 0.89% | −500−4.0% | 減碼 |
| Boston Common Asset Management, LLC | 12,113 | $198.3 萬 | 0.09% | −65−0.5% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 12,116 | $198.3 萬 | 0.35% | +221+1.9% | 加碼 |
| First Dallas Securities Inc. | 12,175 | $199.3 萬 | 1.38% | +700+6.1% | 加碼 |
| Cape Ann Savings Bank | 12,182 | $199.4 萬 | 1.29% | −15−0.1% | 減碼 |
| Delta Financial Advisors LLC | 12,190 | $199.5 萬 | 0.89% | −50.0% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 12,191 | $199.6 萬 | 0.86% | +61+0.5% | 加碼 |
| Private Portfolio Partners LLC | 12,198 | $199.7 萬 | 0.57% | +38+0.3% | 加碼 |
| Windsor Capital Management, LLC | 12,238 | $200.3 萬 | 0.64% | −163−1.3% | 減碼 |
| Keudell/Morrison Wealth Management | 12,253 | $200.6 萬 | 0.86% | +270+2.3% | 加碼 |
| Perpetual Investment Management Ltd | 12,258 | $200.7 萬 | 0.25% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 12,276 | $200.9 萬 | 1.39% | −1,353−9.9% | 減碼 |
| Pointe Capital Management LLC | 12,275 | $200.9 萬 | 1.39% | 00.0% | 不變 |
| Liberty One Investment Management, LLC | 12,282 | $201.0 萬 | 0.34% | −254−2.0% | 減碼 |
| Perennial Investment Advisors, LLC | 12,348 | $201.9 萬 | 0.71% | +34+0.3% | 加碼 |
| Crystal Rock Capital Management | 12,393 | $202.9 萬 | 1.08% | −2,850−18.7% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,414 | $203.2 萬 | 0.01% | −221−1.7% | 減碼 |
| Teamwork Financial Advisors, LLC | 12,417 | $203.2 萬 | 0.40% | +2,705+27.9% | 加碼 |
| Ahrens Investment Partners LLC | 12,428 | $203.4 萬 | 0.97% | +617+5.2% | 加碼 |
| Financial Advisory Service, Inc. | 12,467 | $204.1 萬 | 0.19% | +1,592+14.6% | 加碼 |
| Advisor Resource Council | 12,489 | $204.4 萬 | 0.63% | −8,376−40.1% | 減碼 |
| Mason Investment Advisory Services, Inc. | 12,499 | $204.6 萬 | 0.21% | 00.0% | 不變 |
| Grant/GrossMendelsohn, LLC | 11,974 | $204.6 萬 | 1.62% | +345+3.0% | 加碼 |
| Sovarnum Capital L.P. | 12,500 | $204.6 萬 | 1.93% | +1,500+13.6% | 加碼 |
| Amica Retiree Medical Trust | 12,563 | $205.6 萬 | 1.86% | −5,517−30.5% | 減碼 |
| KLCM Advisors, Inc. | 12,731 | $208.4 萬 | 0.45% | −250−1.9% | 減碼 |
| Calton & Associates, Inc. | 17,698 | $208.4 萬 | 0.46% | +5,583+46.1% | 加碼 |
| Pacitti Group Inc. | 12,740 | $208.5 萬 | 1.30% | +78+0.6% | 加碼 |
| Rational Advisors LLC | 12,778 | $209.2 萬 | 0.16% | −4,573−26.4% | 減碼 |
| Sunflower Bank, N.A. | 12,798 | $209.5 萬 | 0.30% | −600−4.5% | 減碼 |
| Ausdal Financial Partners, Inc. | 12,801 | $209.5 萬 | 0.31% | +747+6.2% | 加碼 |
| Hartline Investment Corp | 12,880 | $210.8 萬 | 0.29% | +22+0.2% | 加碼 |
| Professional Planning | 12,889 | $210.9 萬 | 1.01% | −3,169−19.7% | 減碼 |
| Chatham Capital Group, Inc. | 12,885 | $210.9 萬 | 0.41% | −250−1.9% | 減碼 |
| Archford Capital Strategies, LLC | 12,889 | $211.0 萬 | 0.50% | +437+3.5% | 加碼 |
| 6 Meridian | 12,926 | $211.6 萬 | 0.17% | +12,926 | 新進 |
| Eisler Capital (UK) Ltd. | 12,983 | $212.5 萬 | 0.25% | −12,206−48.5% | 減碼 |
| Mastrapasqua Asset Management Inc | 13,025 | $213.2 萬 | 0.23% | −1,460−10.1% | 減碼 |
| Greenwich Wealth Management LLC | 13,028 | $213.3 萬 | 0.18% | +2,717+26.4% | 加碼 |
| Laird Norton Trust Company, LLC | 13,039 | $213.4 萬 | 0.22% | +263+2.1% | 加碼 |
| Plante Moran Financial Advisors, LLC | 13,099 | $214.4 萬 | 0.48% | +2,142+19.5% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 13,107 | $214.5 萬 | 0.38% | +1,133+9.5% | 加碼 |
| Lavaca Capital LLC | 13,103 | $214.5 萬 | 1.08% | +2,866+28.0% | 加碼 |
| Legacy Wealth Management, LLC | 13,214 | $216.3 萬 | 1.16% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 13,221 | $216.4 萬 | 0.28% | +1,565+13.4% | 加碼 |
| Rosenbaum Jay D. | 13,226 | $216.5 萬 | 3.60% | −555−4.0% | 減碼 |
| Sculati Wealth Management, LLC | 13,245 | $216.8 萬 | 1.15% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 13,254 | $217.0 萬 | 0.64% | −53−0.4% | 減碼 |
| Weatherly Asset Management L. P. | 13,264 | $217.1 萬 | 0.26% | −915−6.5% | 減碼 |
| Pinnacle Holdings, LLC | 13,297 | $217.7 萬 | 0.95% | −525−3.8% | 減碼 |
| Gryphon Financial Partners LLC | 13,305 | $217.7 萬 | 0.51% | −54−0.4% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,884 | $217.8 萬 | 0.88% | +185+1.5% | 加碼 |
| Israel Discount Bank of New York | 13,342 | $218.4 萬 | 1.48% | +13,342 | 新進 |
| Old Mission Investment Co LLC | 13,371 | $218.9 萬 | 0.89% | −199−1.5% | 減碼 |
| MCF Advisors LLC | 13,398 | $219.3 萬 | 0.22% | +875+7.0% | 加碼 |
| Thomas White International Ltd | 13,446 | $220.1 萬 | 0.32% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 13,450 | $220.2 萬 | 0.83% | +200+1.5% | 加碼 |
| FinTrust Capital Advisors, LLC | 13,498 | $220.9 萬 | 0.59% | −260−1.9% | 減碼 |
| Abundance Wealth Counselors | 13,504 | $221.0 萬 | 1.29% | +119+0.9% | 加碼 |
| Kelly Lawrence W & Associates Inc | 13,545 | $221.7 萬 | 0.47% | 00.0% | 不變 |
| Aft, Forsyth & Company, Inc. | 13,563 | $222.0 萬 | 1.19% | −370−2.7% | 減碼 |
| Cim Investment Mangement Inc | 13,571 | $222.1 萬 | 0.70% | −80−0.6% | 減碼 |
| Mizuho Securities USA LLC | 13,580 | $222.3 萬 | 0.23% | −1,227−8.3% | 減碼 |
| Highlander Capital Management, LLC | 13,612 | $222.8 萬 | 1.13% | −387−2.8% | 減碼 |
| Midwest Professional Planners, LTD. | 13,635 | $223.2 萬 | 1.18% | −24−0.2% | 減碼 |
| Jacobs Levy Equity Management, Inc | 13,638 | $223.2 萬 | 0.02% | +2,131+18.5% | 加碼 |
| Brooktree Capital Management | 13,647 | $223.4 萬 | 1.42% | 00.0% | 不變 |
| WealthShield Partners, LLC | 13,649 | $223.5 萬 | 0.60% | +938+7.4% | 加碼 |
| Chapman Investment Management, LLC | 13,658 | $223.6 萬 | 1.16% | +1,000+7.9% | 加碼 |
| Jeppson Wealth Management, LLC | 13,683 | $223.9 萬 | 1.17% | +210+1.6% | 加碼 |
| Stonnington Group, LLC | 13,220 | $225.0 萬 | 0.50% | −1,715−11.5% | 減碼 |
| Eqis Capital Management, Inc. | 13,767 | $225.3 萬 | 0.17% | −870−5.9% | 減碼 |
| RSM US Wealth Management LLC | 13,764 | $225.3 萬 | 0.12% | −491−3.4% | 減碼 |
| Golden State Wealth Management, LLC | 13,764 | $225.3 萬 | 0.49% | −118−0.9% | 減碼 |
| High Pointe Capital Management LLC | 13,774 | $225.5 萬 | 1.78% | 00.0% | 不變 |
| Accredited Investors Inc. | 13,780 | $225.6 萬 | 0.24% | −114−0.8% | 減碼 |
| Birinyi Associates Inc | 13,800 | $225.9 萬 | 0.76% | +1,100+8.7% | 加碼 |
| Harbor Financial Services, LLC | 13,806 | $226.0 萬 | 0.99% | −248−1.8% | 減碼 |
| Benin Management CORP | 13,807 | $226.0 萬 | 0.72% | 00.0% | 不變 |
| Van Cleef Asset Management,Inc | 13,811 | $226.1 萬 | 0.34% | −94−0.7% | 減碼 |
| Roof Eidam & Maycock | 13,814 | $226.1 萬 | 0.83% | −87−0.6% | 減碼 |
| Holistic Financial Partners | 13,831 | $226.4 萬 | 1.40% | −20.0% | 減碼 |
| SFMG, LLC | 13,913 | $227.7 萬 | 0.25% | −347−2.4% | 減碼 |
| Optas, LLC | 13,941 | $228.1 萬 | 0.66% | +67+0.5% | 加碼 |
| Axiom Financial Strategies, LLC | 13,958 | $228.5 萬 | 1.08% | −309−2.2% | 減碼 |
| Corrado Advisors, LLC | 14,033 | $229.7 萬 | 1.42% | +149+1.1% | 加碼 |
| Fiduciary Planning LLC | 14,035 | $229.7 萬 | 1.22% | +3,672+35.4% | 加碼 |
| Heron Financial Group, LLC | 14,079 | $230.5 萬 | 1.28% | −251−1.8% | 減碼 |
| Windsor Group LTD | 13,824 | $231.0 萬 | 0.48% | +380+2.8% | 加碼 |
| Mission Creek Capital Partners, Inc. | 14,121 | $231.2 萬 | 0.43% | +297+2.1% | 加碼 |
| LCNB Corp | 14,125 | $231.2 萬 | 1.17% | +635+4.7% | 加碼 |
| Hudson Canyon Capital Management | 14,125 | $231.2 萬 | 1.78% | −518−3.5% | 減碼 |
| Wolff Wiese Magana LLC | 14,132 | $231.3 萬 | 1.63% | −76−0.5% | 減碼 |
| StrongBox Wealth, LLC | 14,136 | $231.4 萬 | 1.30% | +796+6.0% | 加碼 |
| Main Street Financial Solutions, LLC | 14,150 | $231.6 萬 | 0.36% | +2,210+18.5% | 加碼 |
| DAGCO, Inc. | 14,185 | $232.2 萬 | 1.00% | +326+2.4% | 加碼 |
| MKP Capital Management, L.L.C. | 14,224 | $232.8 萬 | 0.38% | −34,676−70.9% | 減碼 |
| White Pine Capital LLC | 14,228 | $232.9 萬 | 0.72% | −140−1.0% | 減碼 |