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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 3,227 | $52.8 萬 | 0.47% | +228+7.6% | 加碼 |
| Provident Trust Co | 3,232 | $52.9 萬 | 0.01% | +3,232 | 新進 |
| Alethea Capital Management, LLC | 3,250 | $53.2 萬 | 0.47% | −4,835−59.8% | 減碼 |
| NFP Retirement, Inc. | 3,255 | $53.3 萬 | 0.22% | +3,255 | 新進 |
| Corbett Road Capital Management, LLC | 3,258 | $53.3 萬 | 0.92% | −89−2.7% | 減碼 |
| Liberty Wealth Management LLC | 3,245 | $53.3 萬 | 0.19% | +458+16.4% | 加碼 |
| Sanford Advisory Services, LLC | 3,270 | $53.5 萬 | 0.13% | 00.0% | 不變 |
| Powell Investment Advisors, LLC | 3,295 | $53.9 萬 | 0.33% | 00.0% | 不變 |
| BFT Financial Group, LLC | 3,297 | $54.0 萬 | 0.10% | −174−5.0% | 減碼 |
| David J Yvars Group | 3,239 | $54.1 萬 | 0.32% | +6+0.2% | 加碼 |
| Capital Planning LLC | 3,311 | $54.2 萬 | 0.22% | 00.0% | 不變 |
| Penn Davis McFarland Inc | 3,312 | $54.2 萬 | 0.10% | +1,803+119.5% | 加碼 |
| Capital City Trust Co | 3,317 | $54.3 萬 | 0.17% | −382−10.3% | 減碼 |
| Legacy Advisors, LLC | 3,317 | $54.3 萬 | 0.22% | +19+0.6% | 加碼 |
| Sound Income Strategies, LLC | 3,325 | $54.4 萬 | 0.07% | +257+8.4% | 加碼 |
| GeoWealth Management, LLC | 3,332 | $54.5 萬 | 0.04% | −333−9.1% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 3,332 | $54.5 萬 | 0.18% | +82+2.5% | 加碼 |
| MinichMacGregor Wealth Management, LLC | 3,351 | $54.8 萬 | 0.18% | −169−4.8% | 減碼 |
| Oldfather Financial Services, LLC | 3,291 | $54.9 萬 | 0.28% | +4+0.1% | 加碼 |
| Fountainhead AM, LLC | 3,361 | $55.0 萬 | 0.27% | −955−22.1% | 減碼 |
| XR Securities LLC | 3,368 | $55.1 萬 | 0.50% | −5,355−61.4% | 減碼 |
| Frank, Rimerman Advisors LLC | 3,372 | $55.2 萬 | 0.21% | −433−11.4% | 減碼 |
| Cascade Investment Advisors, Inc. | 3,373 | $55.2 萬 | 0.36% | 00.0% | 不變 |
| Amussen Hunsaker Associates LLC | 3,383 | $55.3 萬 | 0.15% | −47−1.4% | 減碼 |
| Mascoma Wealth Management LLC | 3,377 | $55.3 萬 | 0.21% | −10−0.3% | 減碼 |
| HITE Hedge Asset Management LLC | 3,392 | $55.5 萬 | 0.07% | 00.0% | 不變 |
| Roberts Glore & Co Inc | 3,391 | $55.5 萬 | 0.17% | +500+17.3% | 加碼 |
| Riversedge Advisors, LLC | 3,400 | $55.6 萬 | 0.19% | +690+25.5% | 加碼 |
| Firestone Capital Management | 3,587 | $55.8 萬 | 0.18% | 00.0% | 不變 |
| Morse Asset Management, Inc | 3,411 | $55.8 萬 | 0.13% | +2,000+141.7% | 加碼 |
| Five Oceans Advisors | 3,431 | $56.2 萬 | 0.65% | +3,431 | 新進 |
| Hutner Capital Management Inc | 3,439 | $56.3 萬 | 0.37% | −523−13.2% | 減碼 |
| Crewe Advisors LLC | 3,437 | $56.3 萬 | 0.13% | −270−7.3% | 減碼 |
| DSC Advisors, L.P. | 3,465 | $56.7 萬 | 0.75% | +224+6.9% | 加碼 |
| Dimension Capital Management LLC | 3,489 | $57.2 萬 | 0.12% | 00.0% | 不變 |
| Cooper/Haims Advisors, LLC | 3,501 | $57.3 萬 | 0.35% | 00.0% | 不變 |
| Clal Insurance Enterprises Holdings Ltd | 3,500 | $57.3 萬 | 0.01% | +1,500+75.0% | 加碼 |
| Verus Financial Partners, Inc. | 3,444 | $57.4 萬 | 0.09% | +248+7.8% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 3,510 | $57.5 萬 | 0.07% | +221+6.7% | 加碼 |
| Robbins Farley LLC | 3,511 | $57.5 萬 | 0.42% | +3,511 | 新進 |
| Legal Advantage Investments, Inc. | 3,520 | $57.6 萬 | 0.39% | 00.0% | 不變 |
| Total Investment Management Inc | 3,528 | $57.7 萬 | 0.14% | −16−0.5% | 減碼 |
| Sloy Dahl & Holst, LLC | 3,526 | $57.7 萬 | 0.12% | +397+12.7% | 加碼 |
| Gould Asset Management LLC | 3,546 | $58.0 萬 | 0.18% | +1,080+43.8% | 加碼 |
| Miller Howard Investments Inc | 3,554 | $58.2 萬 | 0.02% | +36+1.0% | 加碼 |
| Full Sail Capital, LLC | 3,568 | $58.4 萬 | 0.05% | 00.0% | 不變 |
| Summit Wealth Group, LLC | 3,565 | $58.4 萬 | 0.92% | +136+4.0% | 加碼 |
| Silver Lake Advisory, LLC | 3,572 | $58.5 萬 | 0.29% | 00.0% | 不變 |
| Youngs Advisory Group, Inc. | 3,585 | $58.7 萬 | 0.44% | +10.0% | 加碼 |
| Cutler Group LP | 3,600 | $58.9 萬 | 0.04% | −108,727−96.8% | 減碼 |
| Grace Capital | 3,600 | $58.9 萬 | 0.36% | −102−2.8% | 減碼 |
| Heck Capital Advisors, LLC | 3,606 | $59.0 萬 | 0.12% | −62−1.7% | 減碼 |
| Sage Private Wealth Group, LLC | 3,612 | $59.1 萬 | 0.82% | +32+0.9% | 加碼 |
| Raub Brock Capital Management LP | 3,619 | $59.2 萬 | 0.09% | 00.0% | 不變 |
| Patron Partners Advisors, LLC | 3,619 | $59.2 萬 | 0.44% | +27+0.8% | 加碼 |
| Cranbrook Wealth Management, LLC | 3,620 | $59.3 萬 | 0.13% | +70+2.0% | 加碼 |
| Aspire Private Capital, LLC | 3,632 | $59.4 萬 | 0.20% | −42−1.1% | 減碼 |
| Security National Bank of Sioux City Iowa | 3,632 | $59.4 萬 | 0.46% | +45+1.3% | 加碼 |
| Kidder Stephen W | 3,637 | $59.5 萬 | 0.19% | 00.0% | 不變 |
| Gitterman Wealth Management, LLC | 3,641 | $59.6 萬 | 0.48% | 00.0% | 不變 |
| Cim, LLC | 3,559 | $59.8 萬 | 0.09% | 00.0% | 不變 |
| First National Corp | 3,666 | $60.0 萬 | 0.13% | +180+5.2% | 加碼 |
| Dougherty Wealth Advisers LLC | 3,674 | $60.1 萬 | 0.89% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 3,679 | $60.2 萬 | 0.22% | +353+10.6% | 加碼 |
| Oxbow Advisors, LLC | 3,684 | $60.3 萬 | 0.06% | +1,102+42.7% | 加碼 |
| Winton Group Ltd | 3,690 | $60.4 萬 | 0.03% | +689+23.0% | 加碼 |
| Albert D Mason Inc | 3,697 | $60.5 萬 | 0.39% | +60+1.6% | 加碼 |
| Harbor Group, Inc. | 3,704 | $60.6 萬 | 0.39% | +10.0% | 加碼 |
| Nottingham Advisors, Inc. | 3,708 | $60.7 萬 | 0.06% | 00.0% | 不變 |
| Washburn Capital Management, Inc. | 3,725 | $61.0 萬 | 0.40% | −295−7.3% | 減碼 |
| Fulton Breakefield Broenniman LLC | 3,734 | $61.1 萬 | 0.05% | −68−1.8% | 減碼 |
| Security National Bank of So Dak | 3,737 | $61.2 萬 | 0.47% | +1,193+46.9% | 加碼 |
| Empowered Funds, LLC | 3,743 | $61.3 萬 | 0.08% | −10,103−73.0% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 3,747 | $61.3 萬 | 0.41% | 00.0% | 不變 |
| Elm Advisors, LLC | 3,744 | $61.3 萬 | 0.37% | +132+3.7% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 3,752 | $61.4 萬 | 0.07% | −450−10.7% | 減碼 |
| Family Firm, Inc. | 3,595 | $61.4 萬 | 0.16% | +15+0.4% | 加碼 |
| Montis Financial, LLC | 3,681 | $61.5 萬 | 0.52% | +46+1.3% | 加碼 |
| Blue Water Life Science Advisors, LLC | 13,762 | $61.6 萬 | 0.20% | 00.0% | 不變 |
| Beech Hill Advisors, Inc. | 3,762 | $61.6 萬 | 0.26% | 00.0% | 不變 |
| FFT Wealth Management LLC | 3,796 | $62.1 萬 | 0.06% | +351+10.2% | 加碼 |
| Forefront Analytics, LLC | 3,800 | $62.2 萬 | 0.23% | +68+1.8% | 加碼 |
| Vista Wealth Management Group, LLC | 3,809 | $62.4 萬 | 0.11% | −55−1.4% | 減碼 |
| Strong Tower Advisory Services | 3,878 | $62.4 萬 | 0.36% | +3,878 | 新進 |
| Centerpoint Advisors, LLC | 3,824 | $62.6 萬 | 0.30% | +40+1.1% | 加碼 |
| Angeles Investment Advisors, LLC | 3,826 | $62.6 萬 | 0.04% | +3,826 | 新進 |
| Pineno Levin & Ford Asset Management, Inc. | 3,831 | $62.7 萬 | 0.20% | 00.0% | 不變 |
| Dempze Nancy E | 3,850 | $63.0 萬 | 0.49% | 00.0% | 不變 |
| Old North State Trust, LLC | 3,855 | $63.1 萬 | 0.56% | 00.0% | 不變 |
| Northwest Investment Counselors, LLC | 3,865 | $63.3 萬 | 0.18% | +344+9.8% | 加碼 |
| West Coast Financial LLC | 3,864 | $63.3 萬 | 0.10% | +1,883+95.1% | 加碼 |
| Bluestein R H & Co | 3,880 | $63.5 萬 | 0.03% | 00.0% | 不變 |
| Heartwood Wealth Advisors LLC | 3,882 | $63.5 萬 | 0.10% | +90+2.4% | 加碼 |
| Park Circle Co | 3,900 | $63.8 萬 | 0.53% | 00.0% | 不變 |
| Mosaic Advisors LLC | 3,904 | $63.9 萬 | 0.43% | +24+0.6% | 加碼 |
| Filbrandt Wealth Management, LLC | 3,914 | $64.1 萬 | 0.37% | +24+0.6% | 加碼 |
| Berger Financial Group, Inc | 3,913 | $64.1 萬 | 0.12% | +196+5.3% | 加碼 |
| Thomas Story & Son LLC | 3,924 | $64.2 萬 | 0.26% | 00.0% | 不變 |
| Johnson Financial Group, LLC | 3,939 | $64.4 萬 | 0.13% | −647−14.1% | 減碼 |
| Adams Chetwood Wealth Management LLC | 3,935 | $64.4 萬 | 0.47% | +65+1.7% | 加碼 |