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 |
|---|---|---|---|---|---|
| Platte River Wealth Advisors, LLC | 22,670 | $371.1 萬 | 1.37% | +14,867+190.5% | 加碼 |
| Investment Research & Advisory Group, Inc. | 22,567 | $371.4 萬 | 2.48% | +128+0.6% | 加碼 |
| Independent Financial Group, LLC | 22,707 | $371.7 萬 | 0.38% | −204−0.9% | 減碼 |
| Norway Savings Bank | 22,886 | $374.7 萬 | 1.76% | +267+1.2% | 加碼 |
| Magnus Financial Group LLC | 22,891 | $374.7 萬 | 0.79% | +618+2.8% | 加碼 |
| Rehmann Capital Advisory Group | 23,049 | $374.9 萬 | 0.36% | +278+1.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 22,952 | $375.7 萬 | 0.25% | +955+4.3% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 22,974 | $376.1 萬 | 1.26% | +72+0.3% | 加碼 |
| Butensky & Cohen Financial Security, Inc | 22,988 | $376.3 萬 | 1.50% | +21+0.1% | 加碼 |
| Union Heritage Capital, LLC | 23,000 | $376.5 萬 | 1.77% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 23,054 | $377.4 萬 | 0.86% | −288−1.2% | 減碼 |
| Avidian Wealth Solutions, LLC | 23,089 | $377.9 萬 | 0.29% | +1,856+8.7% | 加碼 |
| Arkadios Wealth Advisors | 23,134 | $378.6 萬 | 0.55% | −5,838−20.2% | 減碼 |
| Balasa Dinverno & Foltz LLC | 23,132 | $378.6 萬 | 0.26% | +1,046+4.7% | 加碼 |
| Hayek Kallen Investment Management | 23,136 | $378.7 萬 | 1.73% | −200−0.9% | 減碼 |
| GSB Wealth Management, LLC | 23,137 | $378.8 萬 | 1.95% | −4,459−16.2% | 減碼 |
| Spirit of America Management Corp | 23,142 | $378.9 萬 | 0.82% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 23,197 | $379.7 萬 | 0.97% | +39+0.2% | 加碼 |
| TCG Advisory Services, LLC | 23,204 | $379.8 萬 | 1.00% | +101+0.4% | 加碼 |
| First Commonwealth Financial Corp | 23,239 | $380.4 萬 | 1.37% | −458−1.9% | 減碼 |
| Aspen Investment Management Inc | 23,248 | $380.5 萬 | 2.01% | +625+2.8% | 加碼 |
| Gradient Capital Advisors, LLC | 23,334 | $382.0 萬 | 1.75% | +781+3.5% | 加碼 |
| RDA Financial Network | 23,392 | $382.9 萬 | 1.69% | −400−1.7% | 減碼 |
| Grove Bank & Trust | 23,425 | $383.4 萬 | 0.81% | +1,071+4.8% | 加碼 |
| Indiana Trust & Investment Management CO | 23,455 | $383.9 萬 | 1.93% | −1,654−6.6% | 減碼 |
| MV Capital Management, Inc. | 23,463 | $384.1 萬 | 0.64% | +4,100+21.2% | 加碼 |
| Roberts Wealth Advisors, LLC | 23,464 | $384.1 萬 | 1.52% | +23,464 | 新進 |
| Anchor Investment Management, LLC | 23,469 | $384.2 萬 | 0.53% | +917+4.1% | 加碼 |
| FLC Capital Advisors | 23,473 | $384.2 萬 | 1.13% | 00.0% | 不變 |
| Liberty Capital Management, Inc. | 23,472 | $384.2 萬 | 1.13% | +606+2.7% | 加碼 |
| Lee Danner & Bass Inc | 23,490 | $384.5 萬 | 0.35% | −910−3.7% | 減碼 |
| Platform Technology Partners | 23,510 | $384.8 萬 | 1.75% | −4,495−16.1% | 減碼 |
| Peddock Capital Advisors, LLC | 23,546 | $385.4 萬 | 1.37% | +108+0.5% | 加碼 |
| Nichols & Pratt Advisers LLP | 23,093 | $386.0 萬 | 0.29% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 23,585 | $386.1 萬 | 0.75% | −1,036−4.2% | 減碼 |
| Nwam LLC | 23,600 | $386.3 萬 | 0.35% | −850−3.5% | 減碼 |
| Coastal Bridge Advisors, LLC | 23,603 | $386.4 萬 | 0.89% | +20.0% | 加碼 |
| Marietta Investment Partners LLC | 23,631 | $386.8 萬 | 0.89% | +677+2.9% | 加碼 |
| S&CO Inc | 23,655 | $387.2 萬 | 0.30% | 00.0% | 不變 |
| Manchester Capital Management LLC | 23,679 | $387.6 萬 | 0.53% | +1,942+8.9% | 加碼 |
| Sawgrass Asset Management LLC | 23,719 | $388.3 萬 | 0.39% | −6,959−22.7% | 減碼 |
| Resonant Capital Advisors, LLC | 23,722 | $388.3 萬 | 0.68% | +3,521+17.4% | 加碼 |
| Gables Capital Management Inc. | 23,826 | $390.0 萬 | 2.55% | −415−1.7% | 減碼 |
| Flagship Harbor Advisors, LLC | 25,230 | $392.4 萬 | 0.42% | 00.0% | 不變 |
| Aspiriant, LLC | 23,997 | $392.7 萬 | 0.23% | −204−0.8% | 減碼 |
| Bank of Stockton | 24,063 | $393.9 萬 | 1.21% | +246+1.0% | 加碼 |
| Kovack Advisors, Inc. | 24,098 | $394.5 萬 | 0.43% | +2,116+9.6% | 加碼 |
| Blume Capital Management, Inc. | 24,119 | $394.8 萬 | 1.44% | −481−2.0% | 減碼 |
| HCR Wealth Advisors | 24,119 | $394.8 萬 | 0.66% | +1,528+6.8% | 加碼 |
| Harbor Advisors LLC | 24,148 | $395.3 萬 | 0.79% | 00.0% | 不變 |
| BFSG, LLC | 24,200 | $396.1 萬 | 0.60% | +220+0.9% | 加碼 |
| Roanoke Asset Management Corp | 24,232 | $396.7 萬 | 1.41% | +206+0.9% | 加碼 |
| Hudson Value Partners, LLC | 24,243 | $396.8 萬 | 2.18% | −925−3.7% | 減碼 |
| FourThought Financial, LLC | 24,314 | $397.9 萬 | 0.53% | −2,319−8.7% | 減碼 |
| Cary Street Partners Asset Management LLC | 24,327 | $398.2 萬 | 1.41% | −268−1.1% | 減碼 |
| WD Rutherford LLC | 24,325 | $398.2 萬 | 2.16% | +1,190+5.1% | 加碼 |
| West Oak Capital, LLC | 24,457 | $400.3 萬 | 1.55% | −55−0.2% | 減碼 |
| Select Asset Management & Trust | 24,460 | $400.4 萬 | 2.89% | +855+3.6% | 加碼 |
| Pathstone Family Office, LLC | 24,490 | $400.9 萬 | 0.12% | +905+3.8% | 加碼 |
| Terril Brothers, Inc. | 24,516 | $401.3 萬 | 0.99% | −8,902−26.6% | 減碼 |
| Winch Advisory Services, LLC | 24,518 | $401.3 萬 | 1.40% | +391+1.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 24,594 | $402.6 萬 | 0.41% | −70,026−74.0% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 24,723 | $404.7 萬 | 2.49% | +182+0.7% | 加碼 |
| Zevenbergen Capital Investments LLC | 24,748 | $405.1 萬 | 0.08% | +15+0.1% | 加碼 |
| Fairhaven Wealth Management, LLC | 24,745 | $405.1 萬 | 1.67% | +2,283+10.2% | 加碼 |
| Csenge Advisory Group | 24,247 | $405.2 萬 | 0.34% | +956+4.1% | 加碼 |
| Boston Research & Management Inc | 24,843 | $406.6 萬 | 1.21% | +155+0.6% | 加碼 |
| IMA Wealth, Inc. | 24,848 | $406.7 萬 | 0.96% | +736+3.1% | 加碼 |
| Barings LLC | 24,846 | $406.7 萬 | 0.09% | +4,270+20.8% | 加碼 |
| DCM Advisors, LLC | 24,871 | $407.1 萬 | 1.57% | +12,245+97.0% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 24,930 | $408.1 萬 | 2.05% | +188+0.8% | 加碼 |
| Bessemer Securities LLC | 24,934 | $408.1 萬 | 1.39% | +4,264+20.6% | 加碼 |
| Hilltop Holdings Inc. | 24,933 | $408.2 萬 | 0.45% | −3,746−13.1% | 減碼 |
| Sanders Morris Harris LLC | 24,662 | $408.3 萬 | 0.74% | 00.0% | 不變 |
| Malaga Cove Capital, LLC | 24,951 | $408.4 萬 | 1.70% | −177−0.7% | 減碼 |
| Glen Eagle Advisors, LLC | 24,958 | $408.5 萬 | 1.18% | +4,385+21.3% | 加碼 |
| Pekin Hardy Strauss, Inc. | 24,979 | $408.9 萬 | 0.59% | +350+1.4% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 25,003 | $409.3 萬 | 3.49% | −175−0.7% | 減碼 |
| Sirios Capital Management L P | 25,017 | $409.5 萬 | 0.43% | −31,751−55.9% | 減碼 |
| J. W. Coons Advisors, LLC | 25,108 | $410.8 萬 | 1.41% | −1,827−6.8% | 減碼 |
| Papp L Roy & Associates | 25,130 | $411.4 萬 | 0.52% | 00.0% | 不變 |
| Strategic Wealth Designers | 25,216 | $411.5 萬 | 1.23% | +5,654+28.9% | 加碼 |
| Curbstone Financial Management Corp | 25,156 | $411.8 萬 | 0.78% | +694+2.8% | 加碼 |
| Claro Advisors LLC | 25,157 | $411.8 萬 | 1.73% | +695+2.8% | 加碼 |
| First Business Financial Services, Inc. | 25,222 | $412.9 萬 | 0.47% | +1,655+7.0% | 加碼 |
| Crestline Management, LP | 25,251 | $413.3 萬 | 0.39% | +25,251 | 新進 |
| Jaffetilchin Investment Partners, LLC | 25,308 | $414.3 萬 | 0.44% | −21,495−45.9% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 27,231 | $414.6 萬 | 0.26% | +4,100+17.7% | 加碼 |
| Orion Portfolio Solutions, LLC | 25,353 | $415.0 萬 | 0.15% | +388+1.6% | 加碼 |
| Capital Planning Advisors, LLC | 25,360 | $415.1 萬 | 0.86% | −117−0.5% | 減碼 |
| X-Square Capital, LLC | 25,325 | $415.4 萬 | 2.15% | +1,508+6.3% | 加碼 |
| Sawtooth Solutions, LLC | 25,434 | $416.3 萬 | 0.64% | +6,580+34.9% | 加碼 |
| Am Investment Strategies LLC | 25,560 | $418.4 萬 | 1.10% | +18+0.1% | 加碼 |
| Eagle Capital Management, LLC | 25,559 | $418.4 萬 | 1.14% | +383+1.5% | 加碼 |
| Allworth Financial LP | 25,617 | $419.3 萬 | 0.07% | +10,959+74.8% | 加碼 |
| Ameritas Investment Company, LLC | 25,651 | $419.9 萬 | 0.19% | +12,689+97.9% | 加碼 |
| High Note Wealth, LLC | 25,661 | $420.1 萬 | 1.51% | +450+1.8% | 加碼 |
| Marino, Stram & Associates LLC | 25,684 | $420.4 萬 | 1.45% | −9,382−26.8% | 減碼 |
| Burney Co | 25,695 | $420.6 萬 | 0.20% | +70.0% | 加碼 |
| Chesapeake Wealth Management | 25,721 | $421.1 萬 | 1.51% | −2,293−8.2% | 減碼 |