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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 16,772 | $274.5 萬 | 1.16% | −6,771−28.8% | 減碼 |
| GYL Financial Synergies, LLC | 16,792 | $274.9 萬 | 1.40% | −1,186−6.6% | 減碼 |
| Berman Capital Advisors, LLC | 16,833 | $275.4 萬 | 0.43% | +2,875+20.6% | 加碼 |
| Zions Bancorporation, N.A. | 16,853 | $275.9 萬 | 0.28% | +860+5.4% | 加碼 |
| George Kaiser Family Foundation | 16,957 | $277.6 萬 | 0.46% | −3,631−17.6% | 減碼 |
| StrategIQ Financial Group, LLC | 16,960 | $277.6 萬 | 0.55% | −58−0.3% | 減碼 |
| Aries Wealth Management | 16,956 | $277.6 萬 | 1.17% | +248+1.5% | 加碼 |
| Seascape Capital Management | 16,957 | $277.6 萬 | 1.42% | +1,198+7.6% | 加碼 |
| DeDora Capital, Inc. | 16,984 | $278.0 萬 | 1.21% | +550+3.3% | 加碼 |
| Benedict Financial Advisors Inc | 17,099 | $279.9 萬 | 0.78% | +494+3.0% | 加碼 |
| Emfo, LLC | 17,120 | $280.2 萬 | 2.47% | −300−1.7% | 減碼 |
| Clarity Wealth Advisors, LLC | 17,145 | $280.6 萬 | 1.38% | +1,780+11.6% | 加碼 |
| Bogart Wealth, LLC | 17,143 | $280.6 萬 | 0.29% | +2,857+20.0% | 加碼 |
| CFM Wealth Partners LLC | 17,157 | $280.8 萬 | 0.71% | +379+2.3% | 加碼 |
| Red Cedar Investment Management, LLC | 17,211 | $281.7 萬 | 0.37% | 00.0% | 不變 |
| Chilton Investment Co LLC | 17,219 | $281.9 萬 | 0.07% | +1,468+9.3% | 加碼 |
| Center for Financial Planning, Inc. | 17,289 | $283.0 萬 | 0.69% | +285+1.7% | 加碼 |
| Hodges Capital Management Inc. | 17,327 | $283.6 萬 | 0.21% | +1,045+6.4% | 加碼 |
| Tandem Capital Management Corp | 17,365 | $284.2 萬 | 1.79% | +152+0.9% | 加碼 |
| Falcon Wealth Planning | 17,413 | $285.0 萬 | 1.08% | +979+6.0% | 加碼 |
| West Paces Advisors Inc. | 17,441 | $285.5 萬 | 1.00% | −871−4.8% | 減碼 |
| Next Capital Management LLC | 17,445 | $285.6 萬 | 2.07% | 00.0% | 不變 |
| Edgewood Management LLC | 17,464 | $285.9 萬 | 0.00% | −200−1.1% | 減碼 |
| Financial Advocates Investment Management | 17,481 | $286.2 萬 | 0.20% | −642−3.5% | 減碼 |
| Ironwood Investment Counsel, LLC | 17,485 | $286.2 萬 | 0.73% | +1,152+7.1% | 加碼 |
| Front Street Capital Management, Inc. | 17,510 | $286.6 萬 | 0.55% | −1,020−5.5% | 減碼 |
| Key Financial Inc | 17,551 | $287.3 萬 | 1.63% | −39−0.2% | 減碼 |
| Octavia Wealth Advisors, LLC | 17,555 | $287.6 萬 | 0.74% | −757−4.1% | 減碼 |
| Landmark Financial Advisors, LLC | 18,910 | $287.9 萬 | 1.55% | −319−1.7% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 17,627 | $288.5 萬 | 0.67% | −1,181−6.3% | 減碼 |
| NVWM, LLC | 17,626 | $288.5 萬 | 1.04% | +442+2.6% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 17,636 | $288.7 萬 | 1.80% | +390+2.3% | 加碼 |
| SkyView Investment Advisors, LLC | 17,650 | $288.9 萬 | 0.81% | −825−4.5% | 減碼 |
| GFG Capital, LLC | 17,680 | $289.4 萬 | 0.91% | +567+3.3% | 加碼 |
| St. Louis Trust Co | 17,710 | $289.9 萬 | 0.76% | −340−1.9% | 減碼 |
| SWS Partners | 17,732 | $290.3 萬 | 1.80% | +927+5.5% | 加碼 |
| Strategic Capital Advisers, Inc. | 17,757 | $290.7 萬 | 2.26% | +1,689+10.5% | 加碼 |
| Connecticut Wealth Management, LLC | 17,763 | $290.8 萬 | 0.25% | −381−2.1% | 減碼 |
| Martin & Co Inc | 17,784 | $291.1 萬 | 0.69% | +1,423+8.7% | 加碼 |
| Vivaldi Capital Management, LLC | 17,807 | $291.5 萬 | 0.63% | −889−4.8% | 減碼 |
| Investment Advisory Services Inc | 17,809 | $291.5 萬 | 1.78% | +171+1.0% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 17,824 | $291.8 萬 | 1.05% | +285+1.6% | 加碼 |
| Voloridge Investment Management, LLC | 17,825 | $291.8 萬 | 0.02% | +15,110+556.5% | 加碼 |
| JBJ Investment Partners, LLC | 17,838 | $292.0 萬 | 0.61% | 00.0% | 不變 |
| Smith, Moore & Co. | 17,856 | $292.3 萬 | 0.45% | −649−3.5% | 減碼 |
| HGI Capital Management, LLC | 17,865 | $292.4 萬 | 1.18% | −2,459−12.1% | 減碼 |
| Financial Planning & Information Services, Inc. | 17,894 | $292.9 萬 | 0.80% | +213+1.2% | 加碼 |
| Magnolia Capital Advisors LLC | 17,891 | $292.9 萬 | 1.02% | +2,361+15.2% | 加碼 |
| Moser Wealth Advisors, LLC | 17,923 | $293.4 萬 | 1.88% | +100+0.6% | 加碼 |
| A. D. Beadell Investment Counsel, Inc. | 17,955 | $293.9 萬 | 1.91% | −45−0.3% | 減碼 |
| Everett Harris & Co | 17,989 | $294.5 萬 | 0.05% | +1,350+8.1% | 加碼 |
| Cito Capital Group, LLC | 18,019 | $294.9 萬 | 1.38% | −2,494−12.2% | 減碼 |
| Burleson & Company, LLC | 18,014 | $294.9 萬 | 0.45% | +16+0.1% | 加碼 |
| Spreng Capital Management, Inc. | 17,665 | $295.4 萬 | 1.89% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 18,082 | $296.0 萬 | 1.43% | +280+1.6% | 加碼 |
| Redwood Investment Management, LLC | 18,107 | $296.4 萬 | 0.42% | +9,217+103.7% | 加碼 |
| Keystone Financial Group | 18,131 | $296.8 萬 | 0.54% | −803−4.2% | 減碼 |
| Acropolis Investment Management, LLC | 18,327 | $298.2 萬 | 0.36% | +316+1.8% | 加碼 |
| Valley Brook Capital Group | 18,249 | $298.7 萬 | 2.96% | −325−1.7% | 減碼 |
| Deseret Mutual Benefit Administrators | 18,267 | $299.0 萬 | 0.55% | −6,069−24.9% | 減碼 |
| Boltwood Capital Management | 18,268 | $299.0 萬 | 1.21% | −20.0% | 減碼 |
| Graybill Bartz & Assoc Ltd | 18,311 | $299.7 萬 | 1.48% | −444−2.4% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 18,309 | $299.7 萬 | 0.43% | +2,905+18.9% | 加碼 |
| Certified Advisory Corp | 18,326 | $299.9 萬 | 0.73% | −97−0.5% | 減碼 |
| Home Federal Bank of Tennessee | 18,402 | $301.2 萬 | 1.09% | −135−0.7% | 減碼 |
| Mission Wealth Management, LP | 18,494 | $302.7 萬 | 0.16% | −513−2.7% | 減碼 |
| Exane Derivatives | 18,601 | $304.5 萬 | 0.76% | +1,516+8.9% | 加碼 |
| Seeyond | 18,651 | $305.2 萬 | 0.29% | +2,771+17.4% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 18,651 | $305.3 萬 | 0.02% | −1,300−6.5% | 減碼 |
| Aldebaran Financial Inc. | 18,695 | $306.0 萬 | 2.63% | +663+3.7% | 加碼 |
| RB Capital Management, LLC | 18,715 | $306.3 萬 | 1.15% | +292+1.6% | 加碼 |
| Holderness Investments Co | 18,761 | $307.1 萬 | 1.01% | +537+2.9% | 加碼 |
| Fragasso Group Inc. | 18,781 | $307.4 萬 | 0.41% | −12,904−40.7% | 減碼 |
| Stableford Capital II LLC | 18,818 | $307.6 萬 | 1.56% | −414−2.2% | 減碼 |
| Dillon & Associates Inc | 18,813 | $308.5 萬 | 0.59% | +31+0.2% | 加碼 |
| Quest Capital Management Inc | 18,922 | $309.7 萬 | 0.61% | +77+0.4% | 加碼 |
| Miller Investment Management, LP | 18,935 | $309.9 萬 | 0.53% | 00.0% | 不變 |
| Condor Capital Management | 18,955 | $310.3 萬 | 0.33% | +105+0.6% | 加碼 |
| Soltis Investment Advisors LLC | 18,974 | $310.6 萬 | 0.48% | +809+4.5% | 加碼 |
| Hanson & Doremus Investment Management | 19,007 | $311.1 萬 | 0.72% | −276−1.4% | 減碼 |
| O'Dell Group, LLC | 19,097 | $312.6 萬 | 0.99% | −129−0.7% | 減碼 |
| Archer Investment Corp | 19,153 | $313.5 萬 | 1.17% | −1,061−5.2% | 減碼 |
| HAP Trading, LLC | 19,167 | $313.7 萬 | 0.23% | −15,200−44.2% | 減碼 |
| Arete Wealth Advisors, LLC | 19,170 | $313.9 萬 | 0.35% | +779+4.2% | 加碼 |
| Atlas Private Wealth Management | 19,214 | $314.5 萬 | 1.92% | +389+2.1% | 加碼 |
| Golden State Equity Partners | 19,230 | $314.8 萬 | 1.31% | +1,104+6.1% | 加碼 |
| Valley National Advisers Inc | 19,261 | $315.3 萬 | 0.57% | +663+3.6% | 加碼 |
| Brooks, Moore & Associates, Inc. | 19,288 | $315.7 萬 | 2.07% | −300−1.5% | 減碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 19,288 | $315.7 萬 | 0.54% | +341+1.8% | 加碼 |
| Hollencrest Capital Management | 19,307 | $316.1 萬 | 0.28% | +3,033+18.6% | 加碼 |
| Coastline Trust Co | 19,321 | $316.3 萬 | 0.39% | −40−0.2% | 減碼 |
| Beaumont Financial Partners, LLC | 19,401 | $317.6 萬 | 0.25% | −136−0.7% | 減碼 |
| WESPAC Advisors, LLC | 19,402 | $317.6 萬 | 1.96% | +11,894+158.4% | 加碼 |
| WP Advisors, LLC | 19,437 | $318.2 萬 | 1.30% | −249−1.3% | 減碼 |
| Signature Wealth Management Partners, LLC | 19,506 | $319.3 萬 | 2.89% | +203+1.1% | 加碼 |
| Gries Financial LLC | 19,517 | $319.5 萬 | 1.00% | −10,481−34.9% | 減碼 |
| Laurel Wealth Advisors, Inc. | 19,529 | $319.7 萬 | 0.59% | −1,605−7.6% | 減碼 |
| Jefferies Group LLC | 19,546 | $319.9 萬 | 0.08% | −14,179−42.0% | 減碼 |
| Peoples Financial Services Corp. | 19,552 | $320.1 萬 | 1.35% | +110+0.6% | 加碼 |
| Sage Mountain Advisors LLC | 19,580 | $320.5 萬 | 0.47% | +1,223+6.7% | 加碼 |