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 |
|---|---|---|---|---|---|
| Brookmont Capital Management | 29,877 | $489.1 萬 | 2.88% | +189+0.6% | 加碼 |
| TRUE Private Wealth Advisors | 29,930 | $489.9 萬 | 0.71% | −388−1.3% | 減碼 |
| Coldstream Capital Management Inc | 50,941 | $490.4 萬 | 0.24% | +1,003+2.0% | 加碼 |
| Old Dominion Capital Management Inc | 29,992 | $490.9 萬 | 1.05% | −33−0.1% | 減碼 |
| Hudson Bay Capital Management LP | 30,000 | $491.1 萬 | 0.07% | −25,000−45.5% | 減碼 |
| Monetta Financial Services Inc | 30,000 | $491.1 萬 | 3.98% | 00.0% | 不變 |
| Allen Holding Inc | 30,000 | $491.1 萬 | 0.73% | 00.0% | 不變 |
| Bleichroeder LP | 30,000 | $491.1 萬 | 0.80% | 00.0% | 不變 |
| Nicholas Investment Partners, LP | 30,000 | $491.1 萬 | 0.36% | +30,000 | 新進 |
| Triasima Portfolio Management inc. | 30,145 | $493.4 萬 | 0.26% | +245+0.8% | 加碼 |
| Kavar Capital Partners Group, LLC | 30,242 | $495.0 萬 | 1.13% | +672+2.3% | 加碼 |
| Ritholtz Wealth Management | 30,248 | $495.1 萬 | 0.34% | +1,335+4.6% | 加碼 |
| Meristem Family Wealth, LLC | 30,262 | $495.4 萬 | 0.48% | +16,169+114.7% | 加碼 |
| B. Riley Wealth Management, Inc. | 208,235 | $497.6 萬 | 0.38% | +5,431+2.7% | 加碼 |
| Lakeview Capital Partners, LLC | 30,433 | $498.2 萬 | 2.30% | −369−1.2% | 減碼 |
| Investors Asset Management of Georgia Inc | 30,470 | $498.8 萬 | 2.59% | +558+1.9% | 加碼 |
| Trustcore Financial Services, LLC | 30,494 | $499.2 萬 | 0.49% | +1,199+4.1% | 加碼 |
| West Branch Capital LLC | 30,574 | $500.5 萬 | 2.41% | −28−0.1% | 減碼 |
| Good Life Advisors, LLC | 30,589 | $500.7 萬 | 0.68% | +11,873+63.4% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 30,598 | $500.9 萬 | 1.59% | +1,706+5.9% | 加碼 |
| Capital Insight Partners, LLC | 30,621 | $501.2 萬 | 1.09% | +542+1.8% | 加碼 |
| SOL Capital Management CO | 30,662 | $501.9 萬 | 1.00% | −370−1.2% | 減碼 |
| Horizon Investment Services, LLC | 30,681 | $502.2 萬 | 2.47% | −667−2.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 31,533 | $502.5 萬 | 0.36% | −3,351−9.6% | 減碼 |
| First Personal Financial Services | 30,741 | $503.2 萬 | 1.25% | +357+1.2% | 加碼 |
| Brighton Jones LLC | 30,778 | $503.8 萬 | 0.26% | +625+2.1% | 加碼 |
| Jackson Square Capital, LLC | 30,934 | $506.4 萬 | 1.65% | −501−1.6% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30,961 | $506.7 萬 | 0.42% | −893−2.8% | 減碼 |
| Pegasus Asset Management, Inc. | 30,988 | $507.2 萬 | 2.33% | +265+0.9% | 加碼 |
| Thoroughbred Financial Services, LLC | 31,039 | $508.0 萬 | 1.24% | +887+2.9% | 加碼 |
| High Pines Wealth Management, LLC | 31,053 | $508.3 萬 | 3.49% | +4,184+15.6% | 加碼 |
| Aureus Asset Management, LLC | 31,076 | $508.7 萬 | 0.33% | −2,160−6.5% | 減碼 |
| Andesa Financial Management Inc. | 31,083 | $508.8 萬 | 2.77% | −25,844−45.4% | 減碼 |
| CAPROCK Group, Inc. | 31,096 | $509.0 萬 | 0.45% | −2,707−8.0% | 減碼 |
| Country Club Trust Company, n.a. | 30,718 | $509.7 萬 | 0.44% | +241+0.8% | 加碼 |
| Wasatch Advisors Inc | 31,157 | $510.0 萬 | 0.02% | −41−0.1% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 31,177 | $510.3 萬 | 2.75% | +31,177 | 新進 |
| SeaBridge Investment Advisors LLC | 31,231 | $511.2 萬 | 1.68% | −150−0.5% | 減碼 |
| First Nebraska Trust Co | 31,260 | $511.7 萬 | 0.67% | +653+2.1% | 加碼 |
| Salem Capital Management Inc | 31,338 | $513.0 萬 | 2.81% | −92−0.3% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 31,360 | $513.3 萬 | 0.31% | −1,342−4.1% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 31,368 | $513.5 萬 | 1.36% | +229+0.7% | 加碼 |
| Journey Advisory Group, LLC | 31,430 | $514.5 萬 | 1.67% | +480+1.6% | 加碼 |
| SRN Advisors, LLC | 31,460 | $515.0 萬 | 2.39% | −1,527−4.6% | 減碼 |
| Rocky Mountain Advisers, LLC | 31,480 | $515.3 萬 | 6.27% | +30.0% | 加碼 |
| Keebeck Wealth Management, LLC | 31,498 | $515.6 萬 | 1.02% | +342+1.1% | 加碼 |
| Mendel Money Management | 31,599 | $517.2 萬 | 3.24% | +727+2.4% | 加碼 |
| Weil Company, Inc. | 31,625 | $517.7 萬 | 2.69% | −796−2.5% | 減碼 |
| Fusion Capital, LLC | 31,631 | $517.8 萬 | 3.07% | +1,497+5.0% | 加碼 |
| Smithfield Trust Co | 31,683 | $518.7 萬 | 0.34% | +3,210+11.3% | 加碼 |
| Patten Group, Inc. | 31,709 | $519.1 萬 | 1.53% | +231+0.7% | 加碼 |
| First Interstate Bank | 31,771 | $520.0 萬 | 0.53% | +1,483+4.9% | 加碼 |
| Citizens & Northern Corp | 31,817 | $520.8 萬 | 2.00% | −1,589−4.8% | 減碼 |
| Bank Ozk | 31,901 | $522.2 萬 | 2.37% | −368−1.1% | 減碼 |
| Lincoln Capital LLC | 31,923 | $522.6 萬 | 1.42% | +31+0.1% | 加碼 |
| Monarch Capital Management Inc | 31,965 | $523.2 萬 | 1.45% | +2,137+7.2% | 加碼 |
| BBR Partners, LLC | 31,966 | $523.3 萬 | 0.43% | −450−1.4% | 減碼 |
| Delta Capital Management LLC | 32,005 | $523.9 萬 | 3.26% | −20−0.1% | 減碼 |
| Equitable Trust Co | 32,013 | $524.0 萬 | 0.33% | −40−0.1% | 減碼 |
| Triangle Securities Wealth Management | 32,027 | $524.3 萬 | 1.78% | −355−1.1% | 減碼 |
| Monetary Management Group Inc | 32,039 | $524.4 萬 | 1.44% | +8,330+35.1% | 加碼 |
| Duff & Phelps Investment Management Co | 32,040 | $524.5 萬 | 0.07% | −775−2.4% | 減碼 |
| Redmond Asset Management, LLC | 32,065 | $524.9 萬 | 1.64% | +17+0.1% | 加碼 |
| Townsend Asset Management Corp | 32,064 | $524.9 萬 | 2.79% | +1,612+5.3% | 加碼 |
| Family Legacy, Inc. | 30,966 | $527.1 萬 | 2.37% | −1,349−4.2% | 減碼 |
| Exchange Capital Management, Inc. | 32,208 | $527.2 萬 | 1.02% | −7,947−19.8% | 減碼 |
| Principal Street Partners, LLC | 32,275 | $528.3 萬 | 1.44% | −105−0.3% | 減碼 |
| GM Advisory Group, Inc. | 32,365 | $529.8 萬 | 0.53% | −1,427−4.2% | 減碼 |
| Paradigm Financial Partners, LLC | 31,267 | $531.8 萬 | 1.26% | +537+1.7% | 加碼 |
| Cna Financial Corp | 32,500 | $532.0 萬 | 1.45% | −2,500−7.1% | 減碼 |
| Sunbelt Securities, Inc. | 35,037 | $532.3 萬 | 0.96% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 32,583 | $533.3 萬 | 0.94% | +1,950+6.4% | 加碼 |
| Unison Asset Management LLC | 32,627 | $534.1 萬 | 4.75% | −85−0.3% | 減碼 |
| SPC Financial, Inc. | 32,642 | $534.3 萬 | 0.66% | −2,019−5.8% | 減碼 |
| Brandywine Oak Private Wealth LLC | 32,665 | $534.6 萬 | 0.62% | +1,104+3.5% | 加碼 |
| Meridian Management Co | 32,666 | $534.7 萬 | 1.64% | +2,646+8.8% | 加碼 |
| Sentry Investment Management LLC | 32,774 | $536.5 萬 | 1.56% | +231+0.7% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 32,901 | $538.6 萬 | 2.00% | +780+2.4% | 加碼 |
| Horan Capital Advisors, LLC. | 32,932 | $539.1 萬 | 2.38% | +1,258+4.0% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $540.2 萬 | 1.47% | 00.0% | 不變 |
| TFG Advisers LLC | 33,039 | $540.8 萬 | 2.62% | +221+0.7% | 加碼 |
| IHT Wealth Management, LLC | 33,045 | $540.9 萬 | 0.44% | −6,021−15.4% | 減碼 |
| Cohen Lawrence B | 33,103 | $541.9 萬 | 2.86% | −2,374−6.7% | 減碼 |
| Forte Capital LLC | 33,196 | $543.4 萬 | 0.74% | +1,331+4.2% | 加碼 |
| Chicago Trust Co NA | 33,269 | $544.6 萬 | 1.20% | +754+2.3% | 加碼 |
| NTV Asset Management LLC | 33,316 | $545.4 萬 | 0.95% | +6,455+24.0% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 33,362 | $546.1 萬 | 1.89% | −237−0.7% | 減碼 |
| SeaCrest Wealth Management, LLC | 33,370 | $546.2 萬 | 0.66% | +929+2.9% | 加碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 33,406 | $546.8 萬 | 3.19% | −19,670−37.1% | 減碼 |
| TrinityPoint Wealth, LLC | 33,507 | $548.5 萬 | 1.05% | −42−0.1% | 減碼 |
| DT Investment Partners, LLC | 33,691 | $551.5 萬 | 0.74% | +3,692+12.3% | 加碼 |
| Opus Investment Management Inc | 33,750 | $552.5 萬 | 0.84% | 00.0% | 不變 |
| Souders Financial Advisors | 33,941 | $555.6 萬 | 1.79% | +1,175+3.6% | 加碼 |
| Westover Capital Advisors, LLC | 33,962 | $555.9 萬 | 1.74% | +1,230+3.8% | 加碼 |
| Centaurus Financial, Inc. | 34,256 | $560.7 萬 | 0.47% | +1,401+4.3% | 加碼 |
| Chou Associates Management Inc.大師Chou Associates | 34,275 | $561.0 萬 | 3.53% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 34,360 | $562.4 萬 | 0.55% | +2,796+8.9% | 加碼 |
| Global Retirement Partners, LLC | 34,392 | $563.0 萬 | 0.56% | +1,465+4.4% | 加碼 |
| Brick & Kyle, Associates | 34,352 | $564.1 萬 | 2.86% | +192+0.6% | 加碼 |
| Fma Advisory Inc | 34,477 | $564.3 萬 | 2.10% | −515−1.5% | 減碼 |