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 |
|---|---|---|---|---|---|
| McDaniel Terry & Co | 4,820 | $78.9 萬 | 0.09% | 00.0% | 不變 |
| Centric Wealth Management | 4,830 | $79.1 萬 | 0.29% | −199−4.0% | 減碼 |
| Engrave Wealth Partners LLC | 4,850 | $79.4 萬 | 0.23% | −600−11.0% | 減碼 |
| Monument Capital Management | 4,850 | $79.4 萬 | 0.27% | +2,195+82.7% | 加碼 |
| Humankind Investments LLC | 4,848 | $79.4 萬 | 0.36% | +2,319+91.7% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 4,857 | $79.5 萬 | 0.51% | +158+3.4% | 加碼 |
| Southeast Asset Advisors Inc. | 4,858 | $79.5 萬 | 0.13% | +358+8.0% | 加碼 |
| First National Bank | 4,857 | $79.5 萬 | 0.75% | +4,857 | 新進 |
| Dohj, LLC | 4,683 | $79.6 萬 | 0.38% | +12+0.3% | 加碼 |
| Carl P. Sherr & Co., LLC | 4,868 | $79.7 萬 | 0.64% | −3−0.1% | 減碼 |
| Delta Investment Management, LLC | 4,919 | $80.5 萬 | 0.25% | +10.0% | 加碼 |
| Benjamin Edwards Inc | 4,929 | $80.7 萬 | 0.49% | +1,301+35.9% | 加碼 |
| Arkansas Financial Group, Inc. | 4,938 | $80.8 萬 | 0.18% | −164−3.2% | 減碼 |
| Sax Wealth Advisors, LLC | 4,939 | $80.8 萬 | 0.19% | −36−0.7% | 減碼 |
| Odey Holdings Ltd | 4,942 | $80.9 萬 | 4.30% | +2,142+76.5% | 加碼 |
| Independent Wealth Network Inc. | 4,746 | $80.9 萬 | 0.53% | +4,746 | 新進 |
| Southland Equity Partners LLC | 4,945 | $80.9 萬 | 0.37% | +596+13.7% | 加碼 |
| Benson Investment Management Company, Inc. | 4,950 | $81.0 萬 | 0.42% | 00.0% | 不變 |
| Geneva Partners, LLC | 4,965 | $81.3 萬 | 0.40% | −3,220−39.3% | 減碼 |
| Interchange Capital Partners, LLC | 4,969 | $81.3 萬 | 1.36% | −710−12.5% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 4,974 | $81.4 萬 | 0.43% | −100−2.0% | 減碼 |
| Glassman Wealth Services | 4,986 | $81.6 萬 | 0.17% | +514+11.5% | 加碼 |
| Brown Capital Management LLC | 4,999 | $81.8 萬 | 0.01% | −1,285−20.4% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 5,000 | $81.8 萬 | 0.03% | 00.0% | 不變 |
| HYA Advisors, Inc | 4,911 | $81.8 萬 | 0.33% | +8+0.2% | 加碼 |
| Gray Wealth Management Inc. | 5,018 | $82.1 萬 | 0.46% | +41+0.8% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 5,023 | $82.2 萬 | 0.13% | −214−4.1% | 減碼 |
| Virtu Financial LLC | 5,020 | $82.2 萬 | 0.07% | +5,020 | 新進 |
| Financial Perspectives, Inc | 5,031 | $82.4 萬 | 0.41% | +181+3.7% | 加碼 |
| Winfield Associates, Inc. | 5,033 | $82.4 萬 | 0.30% | +250+5.2% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 5,050 | $82.7 萬 | 0.39% | −24,622−83.0% | 減碼 |
| Hexagon Capital Partners LLC | 5,059 | $82.8 萬 | 0.24% | −18−0.4% | 減碼 |
| Reston Wealth Management LLC | 5,094 | $83.4 萬 | 0.43% | +38+0.8% | 加碼 |
| Avondale Wealth Management | 5,100 | $83.5 萬 | 0.82% | +600+13.3% | 加碼 |
| Darwin Advisors, LLC | 5,107 | $83.6 萬 | 0.13% | −550−9.7% | 減碼 |
| Meridian Investment Counsel Inc. | 5,109 | $83.6 萬 | 0.30% | 00.0% | 不變 |
| Copperwynd Financial, LLC | 5,112 | $83.7 萬 | 0.35% | +45+0.9% | 加碼 |
| Seelaus Asset Management LLC | 5,118 | $83.8 萬 | 0.49% | 00.0% | 不變 |
| Red Wave Investments LLC | 5,123 | $83.9 萬 | 0.30% | −24−0.5% | 減碼 |
| Great Point Wealth Advisors, LLC | 5,141 | $84.1 萬 | 0.29% | 00.0% | 不變 |
| Santori & Peters | 5,181 | $84.8 萬 | 0.48% | +18+0.3% | 加碼 |
| Hutchinson Capital Management | 5,186 | $84.9 萬 | 0.21% | 00.0% | 不變 |
| Element Wealth, LLC | 5,192 | $85.0 萬 | 0.68% | −3−0.1% | 減碼 |
| Concorde Asset Management, LLC | 5,242 | $85.3 萬 | 0.49% | +441+9.2% | 加碼 |
| Sadoff Investment Management LLC | 5,226 | $85.5 萬 | 0.06% | +148+2.9% | 加碼 |
| McIlrath & Eck, LLC | 5,237 | $85.7 萬 | 0.26% | −4−0.1% | 減碼 |
| FSB Premier Wealth Management, Inc. | 5,266 | $86.2 萬 | 0.43% | −552−9.5% | 減碼 |
| Lantz Financial LLC | 5,267 | $86.2 萬 | 0.44% | −178−3.3% | 減碼 |
| Costello Asset Management, INC | 5,269 | $86.2 萬 | 0.55% | −134−2.5% | 減碼 |
| Ambassador Advisors, LLC | 5,267 | $86.2 萬 | 0.17% | −30−0.6% | 減碼 |
| Greystone Financial Group, LLC | 5,271 | $86.3 萬 | 0.26% | −1,205−18.6% | 減碼 |
| Greatmark Investment Partners, Inc. | 5,275 | $86.3 萬 | 0.16% | 00.0% | 不變 |
| Apella Capital, LLC | 5,295 | $86.7 萬 | 0.12% | −10−0.2% | 減碼 |
| SNS Financial Group, LLC | 5,294 | $86.7 萬 | 0.11% | +63+1.2% | 加碼 |
| Financial Management Network Inc | 5,204 | $86.9 萬 | 0.44% | +5+0.1% | 加碼 |
| Profit Investment Management, LLC | 5,317 | $87.1 萬 | 0.61% | 00.0% | 不變 |
| S&T Bank | 5,320 | $87.1 萬 | 0.13% | +132+2.5% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 5,337 | $87.4 萬 | 0.00% | 00.0% | 不變 |
| Omnia Family Wealth, LLC | 5,363 | $87.8 萬 | 0.60% | −35−0.6% | 減碼 |
| Hunter Associates Investment Management LLC | 5,379 | $88.0 萬 | 0.28% | −100−1.8% | 減碼 |
| Wendell David Associates Inc | 5,391 | $88.2 萬 | 0.10% | +293+5.7% | 加碼 |
| Burt Wealth Advisors | 5,397 | $88.3 萬 | 0.28% | +10+0.2% | 加碼 |
| Harrington Investments, INC | 5,407 | $88.5 萬 | 0.51% | +1,425+35.8% | 加碼 |
| Eagle Bay Advisors LLC | 5,425 | $88.6 萬 | 0.52% | +1,658+44.0% | 加碼 |
| Blueprint Investment Partners LLC | 5,423 | $88.8 萬 | 0.44% | +5,423 | 新進 |
| Sandbox Financial Partners, LLC | 5,436 | $89.0 萬 | 0.63% | +31+0.6% | 加碼 |
| Axiom Investment Management LLC | 5,470 | $89.3 萬 | 0.90% | −1,807−24.8% | 減碼 |
| Legacy Capital Partners, Inc. | 5,456 | $89.3 萬 | 0.32% | −75−1.4% | 減碼 |
| Lindbrook Capital, LLC | 5,457 | $89.3 萬 | 0.23% | +42+0.8% | 加碼 |
| Alera Investment Advisors, LLC | 5,521 | $89.6 萬 | 0.26% | −860−13.5% | 減碼 |
| SRS Capital Advisors, Inc. | 5,471 | $89.6 萬 | 0.12% | −178−3.2% | 減碼 |
| First Command Bank | 5,474 | $89.6 萬 | 0.15% | +485+9.7% | 加碼 |
| First Command Financial Services, Inc. | 5,474 | $89.6 萬 | 0.15% | +485+9.7% | 加碼 |
| Austin Private Wealth, LLC | 5,483 | $89.7 萬 | 0.19% | +440+8.7% | 加碼 |
| Rede Wealth, LLC | 5,484 | $89.8 萬 | 0.48% | +251+4.8% | 加碼 |
| Financial Consulate, Inc | 5,487 | $89.8 萬 | 0.33% | +300+5.8% | 加碼 |
| Perritt Capital Management Inc | 5,492 | $89.9 萬 | 0.49% | 00.0% | 不變 |
| RGT Wealth Advisors, LLC | 5,499 | $90.0 萬 | 0.18% | −250−4.3% | 減碼 |
| P.A.W. Capital Corp | 5,500 | $90.0 萬 | 0.80% | 00.0% | 不變 |
| Mosaic Family Wealth, LLC | 5,531 | $90.5 萬 | 0.25% | +1,320+31.3% | 加碼 |
| Aurora Private Wealth, Inc. | 5,532 | $90.6 萬 | 0.37% | +334+6.4% | 加碼 |
| Rosenberg Matthew Hamilton | 5,546 | $90.8 萬 | 0.36% | +1,386+33.3% | 加碼 |
| Diversified, LLC | 5,556 | $90.9 萬 | 0.48% | +9+0.2% | 加碼 |
| Carlson Capital Management | 5,553 | $90.9 萬 | 0.10% | +288+5.5% | 加碼 |
| Titus Wealth Management | 5,570 | $91.2 萬 | 0.48% | −23−0.4% | 減碼 |
| Cohen & Steers, Inc. | 5,570 | $91.2 萬 | 0.00% | +797+16.7% | 加碼 |
| Moller Financial Services | 5,576 | $91.3 萬 | 0.30% | −25−0.4% | 減碼 |
| Islay Capital Management, LLC | 5,597 | $91.6 萬 | 0.70% | −930−14.2% | 減碼 |
| Unio Capital LLC | 5,603 | $91.7 萬 | 0.41% | −2,442−30.4% | 減碼 |
| Alliance Wealth Management Group | 5,615 | $91.9 萬 | 0.30% | 00.0% | 不變 |
| Investment House LLC | 5,625 | $92.1 萬 | 0.07% | 00.0% | 不變 |
| Freedman Financial Associates, Inc. | 5,660 | $92.6 萬 | 0.68% | +154+2.8% | 加碼 |
| Ami Asset Management Corp | 5,666 | $92.7 萬 | 0.05% | −140−2.4% | 減碼 |
| Eubel Brady & Suttman Asset Management Inc | 5,674 | $92.9 萬 | 0.19% | +238+4.4% | 加碼 |
| Legacy Wealth Planning, LLC | 5,689 | $93.1 萬 | 1.04% | 00.0% | 不變 |
| Portland Global Advisors LLC | 5,695 | $93.2 萬 | 0.17% | +185+3.4% | 加碼 |
| Black Diamond Financial, LLC | 5,743 | $94.0 萬 | 0.45% | −109−1.9% | 減碼 |
| WealthTrust Axiom LLC | 5,822 | $95.3 萬 | 0.32% | +53+0.9% | 加碼 |
| Asset Management Corp | 5,834 | $95.5 萬 | 0.60% | +141+2.5% | 加碼 |
| Wealth Dimensions Group, Ltd. | 5,847 | $95.7 萬 | 0.61% | +1,001+20.7% | 加碼 |