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 |
|---|---|---|---|---|---|
| Mattern Wealth Management LLC | 14,317 | $234.4 萬 | 0.79% | −276−1.9% | 減碼 |
| Peoples Bank | 14,324 | $234.5 萬 | 1.25% | −193−1.3% | 減碼 |
| Phillips Financial Management, LLC | 14,330 | $234.6 萬 | 0.24% | +11+0.1% | 加碼 |
| Midwest Wealth Management Inc. | 14,335 | $234.6 萬 | 1.61% | +619+4.5% | 加碼 |
| Cassia Capital Partners, LLC | 14,335 | $234.6 萬 | 1.61% | +12,886+889.3% | 加碼 |
| Access Financial Services, Inc. | 14,365 | $235.1 萬 | 1.06% | +1,518+11.8% | 加碼 |
| Gs Investments, Inc. | 14,378 | $235.4 萬 | 1.23% | +13+0.1% | 加碼 |
| DFPG Investments, LLC | 14,499 | $237.0 萬 | 0.90% | −158−1.1% | 減碼 |
| Hendley & Co Inc | 14,571 | $238.5 萬 | 0.83% | −31,044−68.1% | 減碼 |
| Summit Trail Advisors, LLC | 14,600 | $239.0 萬 | 0.18% | +1,006+7.4% | 加碼 |
| IPG Investment Advisors LLC | 14,622 | $239.3 萬 | 0.76% | −3,434−19.0% | 減碼 |
| Neumann Capital Management, LLC | 14,685 | $240.4 萬 | 1.08% | −400−2.7% | 減碼 |
| WT Wealth Management | 14,698 | $240.6 萬 | 0.93% | +2,015+15.9% | 加碼 |
| GFS Advisors, LLC | 14,726 | $241.0 萬 | 0.52% | −257−1.7% | 減碼 |
| LifeSteps Financial, Inc. | 14,736 | $241.2 萬 | 1.85% | +83+0.6% | 加碼 |
| Parkside Financial Bank & Trust | 14,775 | $241.9 萬 | 0.71% | +244+1.7% | 加碼 |
| O'Shares Investment Advisers, LLC | 14,802 | $242.3 萬 | 0.18% | −17,955−54.8% | 減碼 |
| Bulltick Wealth Management, LLC | 14,812 | $242.5 萬 | 0.56% | −1,501−9.2% | 減碼 |
| Gleason Group, Inc. | 14,823 | $242.6 萬 | 0.88% | +286+2.0% | 加碼 |
| Sugarloaf Wealth Management, LLC | 14,835 | $242.8 萬 | 0.64% | +310+2.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 14,893 | $243.8 萬 | 0.54% | +394+2.7% | 加碼 |
| Weik Capital Management | 14,960 | $244.9 萬 | 1.01% | −1,650−9.9% | 減碼 |
| Ayalon Holdings Ltd. | 14,678 | $245.3 萬 | 0.88% | −1,753−10.7% | 減碼 |
| Brendel Financial Advisors LLC | 14,987 | $245.3 萬 | 2.93% | +70.0% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 15,000 | $245.5 萬 | 1.04% | −5,000−25.0% | 減碼 |
| Notis-McConarty Edward | 15,054 | $246.4 萬 | 0.90% | −504−3.2% | 減碼 |
| Pantheon Investment Group, LLC | 15,102 | $246.7 萬 | 2.12% | +29+0.2% | 加碼 |
| Wealth Alliance | 15,080 | $246.8 萬 | 0.55% | −596−3.8% | 減碼 |
| London & Capital Asset Management Ltd | 15,079 | $246.8 萬 | 0.18% | +1,251+9.0% | 加碼 |
| Cornerstone Wealth Management, LLC | 15,107 | $247.3 萬 | 0.26% | +262+1.8% | 加碼 |
| Fortem Financial Group, LLC | 15,247 | $249.6 萬 | 1.26% | +14+0.1% | 加碼 |
| True North Advisors, LLC | 15,248 | $249.6 萬 | 0.49% | +1,539+11.2% | 加碼 |
| Alta Capital Management LLC | 15,261 | $249.8 萬 | 0.14% | −13,879−47.6% | 減碼 |
| Alaska Permanent Fund Corp | 15,300 | $250.4 萬 | 0.05% | 00.0% | 不變 |
| Qtron Investments LLC | 15,304 | $250.5 萬 | 0.67% | 00.0% | 不變 |
| Warther Private Wealth, LLC | 15,010 | $250.9 萬 | 2.24% | +698+4.9% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 15,331 | $251.0 萬 | 0.92% | +523+3.5% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 15,397 | $252.0 萬 | 1.89% | +182+1.2% | 加碼 |
| Riverview Trust Co | 15,410 | $252.2 萬 | 2.67% | 00.0% | 不變 |
| Matrix Private Capital Group LLC | 15,407 | $252.2 萬 | 1.33% | +183+1.2% | 加碼 |
| Selective Wealth Management, Inc. | 15,483 | $253.4 萬 | 1.34% | −7,880−33.7% | 減碼 |
| Cambria Investment Management, L.P. | 15,520 | $254.0 萬 | 0.47% | −640−4.0% | 減碼 |
| First City Capital Management, Inc. | 15,518 | $254.0 萬 | 1.43% | +86+0.6% | 加碼 |
| StoneX Group Inc. | 15,579 | $255.0 萬 | 0.37% | −877−5.3% | 減碼 |
| Summit Financial Group Inc | 15,589 | $255.2 萬 | 0.92% | +3,267+26.5% | 加碼 |
| KCS Wealth Advisory | 15,624 | $255.7 萬 | 1.21% | −430−2.7% | 減碼 |
| Prelude Capital Management, LLC | 15,648 | $256.1 萬 | 0.14% | −3,122−16.6% | 減碼 |
| Boit C F David | 15,329 | $256.2 萬 | 1.76% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 15,655 | $256.3 萬 | 0.60% | −40−0.3% | 減碼 |
| Connolly Sarah T. | 15,663 | $256.4 萬 | 2.11% | −208−1.3% | 減碼 |
| TCI Wealth Advisors, Inc. | 15,686 | $256.8 萬 | 0.40% | −1,323−7.8% | 減碼 |
| Delta Asset Management LLC | 15,701 | $257.0 萬 | 0.25% | −893−5.4% | 減碼 |
| Game Plan Financial Advisors, LLC | 15,719 | $257.3 萬 | 1.53% | 00.0% | 不變 |
| Tranquility Partners, LLC | 15,726 | $257.4 萬 | 1.31% | +2,495+18.9% | 加碼 |
| Providence Wealth Advisors, LLC | 15,552 | $257.5 萬 | 1.79% | −328−2.1% | 減碼 |
| Cedar Brook Financial Partners, LLC | 15,785 | $258.4 萬 | 0.78% | +460+3.0% | 加碼 |
| Karpas Strategies, LLC | 15,157 | $258.4 萬 | 0.85% | +36+0.2% | 加碼 |
| Ironwood Financial, llc | 15,793 | $258.5 萬 | 0.76% | +1,593+11.2% | 加碼 |
| Oak Asset Management, LLC | 15,536 | $258.7 萬 | 1.08% | −150−1.0% | 減碼 |
| Gsa Capital Partners LLP | 15,807 | $258.7 萬 | 0.26% | +15,807 | 新進 |
| Birmingham Capital Management Co Inc | 15,845 | $259.4 萬 | 0.99% | −80−0.5% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 15,870 | $259.8 萬 | 0.01% | −40.0% | 減碼 |
| BCGM Wealth Management, LLC | 15,301 | $260.0 萬 | 1.45% | +1,098+7.7% | 加碼 |
| Ritter Daniher Financial Advisory, LLC | 15,897 | $260.2 萬 | 1.90% | −96−0.6% | 減碼 |
| Sandhill Capital Partners LLC | 15,940 | $260.9 萬 | 0.21% | +186+1.2% | 加碼 |
| Bull Street Advisors, LLC | 15,953 | $261.1 萬 | 1.35% | +218+1.4% | 加碼 |
| WBH Advisory Inc | 15,958 | $261.2 萬 | 0.35% | +27+0.2% | 加碼 |
| 44 Wealth Management LLC | 15,973 | $261.5 萬 | 1.00% | −38−0.2% | 減碼 |
| Covenant Asset Management, LLC | 15,980 | $261.6 萬 | 0.78% | −20.0% | 減碼 |
| Fulcrum Asset Management LLP | – | $261.6 萬 | 1.29% | – | – |
| Blue Edge Capital, LLC | 16,002 | $261.9 萬 | 0.55% | 00.0% | 不變 |
| Argus Investors' Counsel, Inc. | 16,005 | $262.0 萬 | 1.71% | −11,247−41.3% | 減碼 |
| Orleans Capital Management Corp | 16,024 | $262.3 萬 | 1.67% | −25−0.2% | 減碼 |
| Davidson Trust Co | 16,037 | $262.5 萬 | 2.00% | −81−0.5% | 減碼 |
| EPG Wealth Management LLC | 16,042 | $262.6 萬 | 1.05% | +740+4.8% | 加碼 |
| Ethic Inc. | 16,062 | $262.9 萬 | 0.27% | +899+5.9% | 加碼 |
| Sterling Investment Management, Inc. | 16,077 | $263.2 萬 | 1.68% | −10−0.1% | 減碼 |
| Greytown Advisors Inc. | 16,098 | $263.5 萬 | 1.17% | +7,280+82.6% | 加碼 |
| Engine No. 1 LLC | 16,101 | $263.6 萬 | 0.68% | +6,427+66.4% | 加碼 |
| RKL Wealth Management LLC | 16,141 | $264.2 萬 | 0.34% | −23−0.1% | 減碼 |
| Moseley Investment Management Inc | 15,813 | $264.3 萬 | 1.32% | +163+1.0% | 加碼 |
| Markston International LLC | 16,162 | $264.6 萬 | 2.48% | −11,900−42.4% | 減碼 |
| Financial Architects, Inc | 16,308 | $266.9 萬 | 0.39% | −1,131−6.5% | 減碼 |
| Aberdeen Wealth Management LLC | 16,304 | $266.9 萬 | 2.58% | −185−1.1% | 減碼 |
| Field & Main Bank | 16,316 | $267.1 萬 | 1.76% | −905−5.3% | 減碼 |
| Trinity Legacy Partners, LLC | 16,433 | $269.0 萬 | 0.97% | +817+5.2% | 加碼 |
| Premier Asset Management LLC | 16,447 | $269.2 萬 | 0.37% | +4,340+35.8% | 加碼 |
| Washington Capital Management Inc | 16,450 | $269.3 萬 | 2.38% | +4,075+32.9% | 加碼 |
| Institute for Wealth Management, LLC. | 16,471 | $269.6 萬 | 0.48% | +469+2.9% | 加碼 |
| Krilogy Financial LLC | 16,479 | $269.8 萬 | 0.27% | +144+0.9% | 加碼 |
| Quattro Financial Advisors LLC | 15,953 | $270.0 萬 | 0.72% | −473−2.9% | 減碼 |
| Inscription Capital, LLC | 16,516 | $270.4 萬 | 0.85% | −317,619−95.1% | 減碼 |
| 180 Wealth Advisors, LLC | 16,247 | $270.7 萬 | 0.60% | +149+0.9% | 加碼 |
| Continental Advisors LLC | 16,635 | $272.3 萬 | 1.97% | −1,600−8.8% | 減碼 |
| Guardian Investment Management | 16,659 | $272.6 萬 | 2.01% | +75+0.5% | 加碼 |
| WealthTrust Asset Management, LLC | 16,672 | $272.9 萬 | 2.43% | +7,354+78.9% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 16,690 | $273.2 萬 | 0.15% | +399+2.4% | 加碼 |
| Intrua Financial, LLC | 16,322 | $273.9 萬 | 0.50% | +1,998+13.9% | 加碼 |
| Knott David M | 16,740 | $274.0 萬 | 1.14% | −1,430−7.9% | 減碼 |
| Twin Lakes Capital Management, LLC | 16,763 | $274.4 萬 | 1.61% | +1,160+7.4% | 加碼 |