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 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $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 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| Dock Street Asset Management Inc | 2,715 | $44.4 萬 | 0.08% | 00.0% | 不變 |
| Horst & Graben Wealth Management LLC | 2,711 | $44.4 萬 | 0.12% | +5+0.2% | 加碼 |
| Capital Counsel LLC | 2,717 | $44.5 萬 | 0.02% | 00.0% | 不變 |
| Avion Wealth | 2,716 | $44.5 萬 | 0.13% | 00.0% | 不變 |
| Reik & Co., LLC | 2,722 | $44.6 萬 | 0.12% | 00.0% | 不變 |
| Murphy Pohlad Asset Management LLC | 2,725 | $44.6 萬 | 0.18% | 00.0% | 不變 |
| Spotlight Asset Group, Inc. | 2,739 | $44.8 萬 | 0.22% | −1,066−28.0% | 減碼 |
| Howard Wealth Management, LLC | 2,741 | $44.8 萬 | 0.25% | −165−5.7% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,740 | $44.8 萬 | 0.26% | +10.0% | 加碼 |
| Sycomore Asset Management | 2,700 | $44.8 萬 | 0.07% | +1,600+145.5% | 加碼 |
| All Season Financial Advisors, Inc. | 2,745 | $44.9 萬 | 0.36% | −101−3.5% | 減碼 |
| Wedgewood Investors Inc | 2,741 | $44.9 萬 | 0.58% | +15+0.6% | 加碼 |
| Palisades Hudson Asset Management, L.P. | 2,744 | $44.9 萬 | 0.21% | +867+46.2% | 加碼 |
| Snider Financial Group | 2,650 | $45.0 萬 | 0.20% | −16−0.6% | 減碼 |
| Community Financial Services Group, LLC | 2,761 | $45.2 萬 | 0.12% | +178+6.9% | 加碼 |
| Verition Fund Management LLC | 2,767 | $45.3 萬 | 0.01% | −5,776−67.6% | 減碼 |
| Trellis Advisors, LLC | 2,764 | $45.3 萬 | 0.23% | −2−0.1% | 減碼 |
| Pin Oak Investment Advisors Inc | 2,779 | $45.5 萬 | 0.50% | −245−8.1% | 減碼 |
| Guild Investment Management, Inc. | 2,777 | $45.5 萬 | 0.44% | 00.0% | 不變 |
| Pennsylvania Capital Management Inc | 2,648 | $45.5 萬 | 0.20% | −35−1.3% | 減碼 |
| Strid Group, LLC | 2,800 | $45.8 萬 | 0.10% | 00.0% | 不變 |
| Corrigan Financial, Inc. | 2,816 | $46.1 萬 | 0.14% | +2+0.1% | 加碼 |
| Tranquilli Financial Advisor LLC | 2,817 | $46.1 萬 | 0.35% | +23+0.8% | 加碼 |
| Blueshift Asset Management, LLC | 2,822 | $46.2 萬 | 0.03% | −49,816−94.6% | 減碼 |
| Fortis Advisors, LLC | 2,822 | $46.2 萬 | 0.28% | 00.0% | 不變 |
| Capital Advisors Wealth Management, LLC | 2,841 | $46.5 萬 | 0.16% | +275+10.7% | 加碼 |
| CMT Capital Markets Trading GmbH | 2,800 | $46.5 萬 | 0.18% | +2,800 | 新進 |
| Levy Wealth Management Group, LLC | 2,847 | $46.6 萬 | 0.26% | +15+0.5% | 加碼 |
| Financial Council Asset Management Inc | 2,844 | $46.6 萬 | 0.66% | +2,844 | 新進 |
| BCJ Capital Management, LLC | 2,858 | $46.8 萬 | 0.05% | −460−13.9% | 減碼 |
| Fulcrum Equity Management | 2,861 | $46.8 萬 | 0.18% | +1,281+81.1% | 加碼 |
| Callan Capital, LLC | 2,867 | $46.9 萬 | 0.08% | −350−10.9% | 減碼 |
| Horizon Kinetics Asset Management LLC | 2,874 | $47.0 萬 | 0.01% | −10−0.3% | 減碼 |
| IVC Wealth Advisors LLC | 2,872 | $47.0 萬 | 0.32% | +10.0% | 加碼 |
| Financial Advisory Corp | 2,869 | $47.0 萬 | 0.32% | +24+0.8% | 加碼 |
| JFG Wealth Management, LLC | 2,890 | $47.3 萬 | 0.23% | 00.0% | 不變 |
| TNF LLC | 2,956 | $47.3 萬 | 0.20% | +2,956 | 新進 |
| Paragon Wealth Strategies, LLC | 2,894 | $47.4 萬 | 0.13% | +14+0.5% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 2,900 | $47.5 萬 | 0.07% | −7,800−72.9% | 減碼 |
| Column Capital Advisors, LLC | 2,906 | $47.6 萬 | 0.10% | −8−0.3% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 2,795 | $47.6 萬 | 0.29% | +5+0.2% | 加碼 |
| Hendershot Investments Inc. | 2,908 | $47.6 萬 | 0.09% | +2,908 | 新進 |
| Hamilton Capital, LLC | 2,923 | $47.8 萬 | 0.04% | +1,078+58.4% | 加碼 |
| Avenir Corp | 2,924 | $47.9 萬 | 0.04% | 00.0% | 不變 |
| Magnolia Capital Management Ltd | 2,925 | $47.9 萬 | 0.41% | +2,925 | 新進 |
| Pure Financial Advisors, Inc. | 2,936 | $48.1 萬 | 0.04% | +314+12.0% | 加碼 |
| Zhang Financial LLC | 2,936 | $48.1 萬 | 0.11% | +1,280+77.3% | 加碼 |
| Gemmer Asset Management LLC | 2,955 | $48.4 萬 | 0.07% | +31+1.1% | 加碼 |
| Swaine & Leidel Wealth Services, LLC | 2,961 | $48.4 萬 | 0.43% | +2,961 | 新進 |
| Westshore Wealth, LLC | 2,965 | $48.5 萬 | 0.39% | −5,904−66.6% | 減碼 |
| Sequent Asset Management, LLC | 2,963 | $48.5 萬 | 0.28% | +443+17.6% | 加碼 |
| Evolution Wealth Advisors, LLC | 2,971 | $48.6 萬 | 0.10% | +70+2.4% | 加碼 |
| Gryphon International Investment CORP | 2,972 | $48.6 萬 | 1.66% | +2,972 | 新進 |
| Foster Group, Inc. | 2,978 | $48.8 萬 | 0.05% | +10.0% | 加碼 |
| Raffa Wealth Management, LLC | 2,985 | $48.9 萬 | 0.17% | +58+2.0% | 加碼 |
| Ackerman Capital Advisors, LLC | 2,987 | $48.9 萬 | 0.11% | +6+0.2% | 加碼 |
| BT Wealth Management LLC | 2,985 | $48.9 萬 | 0.15% | 00.0% | 不變 |
| O'Keefe Stevens Advisory, Inc. | 2,995 | $49.0 萬 | 0.27% | 00.0% | 不變 |
| Hourglass Capital, LLC | 2,999 | $49.1 萬 | 0.13% | +10+0.3% | 加碼 |
| Eukles Asset Management | 3,004 | $49.2 萬 | 0.27% | +221+7.9% | 加碼 |
| Echo Street Capital Management LLC | 3,011 | $49.3 萬 | 0.00% | −2,419−44.5% | 減碼 |
| American Investment Services, Inc. | 3,012 | $49.3 萬 | 0.11% | +18+0.6% | 加碼 |
| Morris Retirement Advisors, LLC | 3,009 | $49.3 萬 | 0.42% | +14+0.5% | 加碼 |
| Tuttle Tactical Management | 3,026 | $49.5 萬 | 0.57% | +1,380+83.8% | 加碼 |
| Charter Research & Investment Group, Inc. | 3,031 | $49.6 萬 | 0.41% | 00.0% | 不變 |
| Matisse Capital | 3,031 | $49.6 萬 | 0.18% | +55+1.8% | 加碼 |
| Weaver Consulting Group | 3,035 | $49.7 萬 | 0.27% | +137+4.7% | 加碼 |
| Claret Asset Management Corp | 3,044 | $49.8 萬 | 0.09% | −150−4.7% | 減碼 |
| Capital Investment Counsel, Inc | 3,042 | $49.8 萬 | 0.11% | 00.0% | 不變 |
| Landaas & Co | 3,050 | $49.9 萬 | 0.29% | −2,697−46.9% | 減碼 |
| North Point Portfolio Managers Corp | 3,050 | $49.9 萬 | 0.07% | +50+1.7% | 加碼 |
| Silicon Valley Capital Partners | 3,049 | $49.9 萬 | 0.10% | +250+8.9% | 加碼 |
| TrueWealth Advisors, LLC | 3,057 | $50.0 萬 | 0.28% | −167−5.2% | 減碼 |
| Ocean Capital Management, LLC | 3,050 | $50.2 萬 | 0.22% | −200−6.2% | 減碼 |
| Aaron Wealth Advisors | 3,072 | $50.2 萬 | 0.14% | +142+4.8% | 加碼 |
| Lenox Wealth Advisors, LLC | 3,074 | $50.3 萬 | 0.06% | −156−4.8% | 減碼 |
| Cadinha & Co LLC | 3,074 | $50.3 萬 | 0.07% | −121−3.8% | 減碼 |
| Columbus Macro, LLC | 3,076 | $50.3 萬 | 0.17% | −47−1.5% | 減碼 |
| Navis Wealth Advisors, LLC | 3,096 | $50.7 萬 | 0.43% | −1,987−39.1% | 減碼 |
| Accuvest Global Advisors | 3,053 | $50.7 萬 | 0.24% | +621+25.5% | 加碼 |
| Independent Family Office, LLC | 3,105 | $50.8 萬 | 0.21% | −854−21.6% | 減碼 |
| Aevitas Wealth Management, Inc. | 3,107 | $50.9 萬 | 0.32% | −17−0.5% | 減碼 |
| Oak Family Advisors, LLC | 3,115 | $51.0 萬 | 0.27% | +10.0% | 加碼 |
| Tandem Investment Advisors, Inc. | 3,122 | $51.1 萬 | 0.04% | −86−2.7% | 減碼 |
| Truvestments Capital LLC | 3,123 | $51.1 萬 | 0.28% | +9+0.3% | 加碼 |
| TRH Financial, LLC | 3,127 | $51.2 萬 | 0.20% | −936−23.0% | 減碼 |
| Retirement Income Solutions, Inc | 3,128 | $51.2 萬 | 0.17% | 00.0% | 不變 |
| Permit Capital, LLC | 3,155 | $51.6 萬 | 0.15% | −435−12.1% | 減碼 |
| West Chester Capital Advisors, Inc | 3,154 | $51.6 萬 | 0.40% | 00.0% | 不變 |
| Sunburst Financial Group, LLC | 3,158 | $51.7 萬 | 0.32% | +10.0% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,175 | $52.0 萬 | 0.22% | +258+8.8% | 加碼 |
| Botty Investors LLC | 3,198 | $52.3 萬 | 0.16% | +3,198 | 新進 |
| Mayfair Advisory Group, LLC | 3,140 | $52.4 萬 | 0.80% | +268+9.3% | 加碼 |
| Parkside Investments, LLC | 3,208 | $52.5 萬 | 0.11% | +9+0.3% | 加碼 |
| Advisory Alpha, LLC | 3,205 | $52.5 萬 | 0.04% | +588+22.5% | 加碼 |
| Lee Financial Co | 3,213 | $52.6 萬 | 0.11% | +18+0.6% | 加碼 |
| Market Street Wealth Management Advisors LLC | 3,216 | $52.6 萬 | 0.21% | +3,216 | 新進 |
| Wolff Financial Management LLC | 3,216 | $52.6 萬 | 0.46% | +3,216 | 新進 |
| Cypress Capital, LLC | 3,218 | $52.7 萬 | 0.07% | +3,218 | 新進 |
| Aveo Capital Partners, LLC | 3,223 | $52.8 萬 | 0.11% | +84+2.7% | 加碼 |