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 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $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 |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 71,184 | $1,165 萬 | 0.92% | +2,248+3.3% | 加碼 |
| ARS Wealth Advisors Group, LLC | 71,028 | $1,163 萬 | 2.11% | +71,028 | 新進 |
| Moreno Evelyn V | 70,711 | $1,158 萬 | 2.72% | −1,270−1.8% | 減碼 |
| Harvey Capital Management Inc | 70,717 | $1,158 萬 | 3.96% | +700+1.0% | 加碼 |
| Palisade Asset Management, LLC | 70,494 | $1,154 萬 | 1.41% | +501+0.7% | 加碼 |
| WealthBridge Investment Counsel Inc. | 70,425 | $1,153 萬 | 5.18% | −2,555−3.5% | 減碼 |
| Visionary Wealth Advisors | 69,884 | $1,144 萬 | 1.18% | +287+0.4% | 加碼 |
| Icon Advisers Inc | 69,295 | $1,134 萬 | 1.92% | −700−1.0% | 減碼 |
| Autus Asset Management, LLC | 69,124 | $1,131 萬 | 1.24% | −1,056−1.5% | 減碼 |
| Copeland Capital Management, LLC | 68,988 | $1,129 萬 | 0.32% | +26,132+61.0% | 加碼 |
| Picton Mahoney Asset Management | 68,870 | $1,127 萬 | 0.43% | −1,120−1.6% | 減碼 |
| Heritage Trust Co | 68,521 | $1,122 萬 | 1.58% | −912−1.3% | 減碼 |
| Griffin Asset Management, Inc. | 68,496 | $1,121 萬 | 1.43% | −655−0.9% | 減碼 |
| Ar Asset Management Inc | 68,231 | $1,117 萬 | 3.13% | −3,000−4.2% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 68,155 | $1,116 萬 | 1.76% | +146+0.2% | 加碼 |
| NewEdge Wealth, LLC | 67,841 | $1,111 萬 | 0.66% | +3,348+5.2% | 加碼 |
| Snowden Capital Advisors LLC | 67,829 | $1,110 萬 | 0.55% | +3,986+6.2% | 加碼 |
| Greenwood Capital Associates LLC | 67,687 | $1,108 萬 | 1.70% | −46,419−40.7% | 減碼 |
| We Are One Seven, LLC | 65,041 | $1,105 萬 | 1.40% | +724+1.1% | 加碼 |
| GAM Holding AG | 67,366 | $1,103 萬 | 0.51% | +160.0% | 加碼 |
| Barbara Oil Co. | 67,000 | $1,097 萬 | 5.14% | 00.0% | 不變 |
| Buffington Mohr McNeal | 66,963 | $1,096 萬 | 2.10% | +380+0.6% | 加碼 |
| Core Alternative Capital | 66,880 | $1,095 萬 | 2.33% | +8,625+14.8% | 加碼 |
| Taylor Wealth Management Partners | 66,844 | $1,094 萬 | 3.90% | +4,546+7.3% | 加碼 |
| Telos Capital Management, Inc. | 66,841 | $1,094 萬 | 1.50% | +2,881+4.5% | 加碼 |
| Bluefin Capital Management, LLC | 66,745 | $1,093 萬 | 1.26% | −56,425−45.8% | 減碼 |
| Foster & Motley Inc | 66,376 | $1,087 萬 | 0.90% | −6,457−8.9% | 減碼 |
| Gratus Capital LLC | 66,345 | $1,086 萬 | 1.17% | +2,787+4.4% | 加碼 |
| Stockman Wealth Management, Inc. | 66,128 | $1,082 萬 | 2.41% | +1,034+1.6% | 加碼 |
| Legacy Private Trust Co. | 66,086 | $1,082 萬 | 0.88% | +3,213+5.1% | 加碼 |
| Harbour Investments, Inc. | 65,966 | $1,080 萬 | 0.34% | −7,780−10.5% | 減碼 |
| Schnieders Capital Management LLC | 65,291 | $1,069 萬 | 2.88% | +196+0.3% | 加碼 |
| Spinnaker Trust | 65,281 | $1,069 萬 | 0.74% | +1,367+2.1% | 加碼 |
| Signature Estate & Investment Advisors LLC | 65,214 | $1,068 萬 | 0.52% | +4,391+7.2% | 加碼 |
| Hennessy Advisors Inc | 65,200 | $1,067 萬 | 0.64% | −5,400−7.6% | 減碼 |
| Tompkins Financial Corp | 65,047 | $1,065 萬 | 1.95% | +65,047 | 新進 |
| Aj Wealth Strategies, LLC | 64,968 | $1,064 萬 | 0.57% | +824+1.3% | 加碼 |
| Pioneer Trust Bank N A | 64,872 | $1,062 萬 | 3.04% | −620−0.9% | 減碼 |
| Bremer Bank National Association | 64,447 | $1,055 萬 | 2.09% | −1,295−2.0% | 減碼 |
| Pallas Capital Advisors LLC | 61,758 | $1,053 萬 | 1.16% | +14,087+29.6% | 加碼 |
| Pettyjohn, Wood & White, Inc | 64,280 | $1,052 萬 | 2.34% | +193+0.3% | 加碼 |
| Sara-Bay Financial | 63,979 | $1,047 萬 | 4.10% | +11,233+21.3% | 加碼 |
| Segment Wealth Management, LLC | 63,727 | $1,043 萬 | 1.24% | +95+0.1% | 加碼 |
| Greenwood Gearhart Inc | 63,645 | $1,042 萬 | 1.61% | +3,125+5.2% | 加碼 |
| SFE Investment Counsel | 63,455 | $1,039 萬 | 2.91% | −2,128−3.2% | 減碼 |
| Boston Family Office LLC | 63,362 | $1,037 萬 | 0.75% | −212−0.3% | 減碼 |
| First Midwest Bank Trust Division | 63,197 | $1,035 萬 | 1.47% | −1,681−2.6% | 減碼 |
| Hills Bank & Trust Co | 63,186 | $1,034 萬 | 1.56% | +498+0.8% | 加碼 |
| Old Second National Bank of Aurora | 63,171 | $1,034 萬 | 2.79% | −1,411−2.2% | 減碼 |
| LSV Asset Management | 63,160 | $1,034 萬 | 0.02% | −600−0.9% | 減碼 |
| Skylands Capital, LLC | 63,125 | $1,033 萬 | 1.28% | −100−0.2% | 減碼 |
| Perigon Wealth Management, LLC | 63,003 | $1,031 萬 | 0.90% | −533−0.8% | 減碼 |
| JGP Wealth Management, LLC | 62,917 | $1,030 萬 | 2.23% | +268+0.4% | 加碼 |
| Plimoth Trust Co LLC | 62,870 | $1,029 萬 | 2.91% | +614+1.0% | 加碼 |
| Grimes & Company, Inc. | 62,740 | $1,027 萬 | 0.45% | +1,438+2.3% | 加碼 |
| Valicenti Advisory Services Inc | 62,615 | $1,025 萬 | 2.78% | +327+0.5% | 加碼 |
| Graypoint LLC | 62,581 | $1,024 萬 | 1.26% | +608+1.0% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 62,500 | $1,023 萬 | 0.22% | +62,500 | 新進 |
| Chicago Capital, LLC | 62,261 | $1,019 萬 | 0.39% | +150+0.2% | 加碼 |
| Hoey Investments, Inc | 62,239 | $1,019 萬 | 3.16% | −2,342−3.6% | 減碼 |
| Fagan Associates, Inc. | 62,088 | $1,016 萬 | 2.21% | −1,058−1.7% | 減碼 |
| Integrated Wealth Concepts LLC | 62,012 | $1,015 萬 | 0.33% | +14,487+30.5% | 加碼 |
| Great Valley Advisor Group, Inc. | 61,948 | $1,014 萬 | 0.70% | +2,399+4.0% | 加碼 |
| Nomura Holdings Inc | 62,697 | $1,014 萬 | 0.08% | +38,554+159.7% | 加碼 |
| Arrow Financial Corp | 61,921 | $1,014 萬 | 1.31% | −708−1.1% | 減碼 |
| Iowa State Bank | 61,792 | $1,012 萬 | 2.83% | +1,293+2.1% | 加碼 |
| Savant Capital, LLC | 61,382 | $1,005 萬 | 0.37% | +9,384+18.0% | 加碼 |
| Sigma Investment Counselors Inc | 61,070 | $999.6 萬 | 0.74% | +559+0.9% | 加碼 |
| Stevens Capital Management LP | 61,013 | $998.7 萬 | 4.19% | +61,013 | 新進 |
| Apriem Advisors | 60,859 | $996.2 萬 | 1.43% | −144−0.2% | 減碼 |
| Wells Trecaso Financial Group, LLC | 60,734 | $994.2 萬 | 4.74% | +279+0.5% | 加碼 |
| Woodmont Investment Counsel LLC | 60,659 | $992.9 萬 | 1.45% | +7,022+13.1% | 加碼 |
| Mengis Capital Management, Inc. | 60,544 | $991.0 萬 | 2.08% | +202+0.3% | 加碼 |
| AMG National Trust Bank | 60,490 | $990.2 萬 | 0.32% | −620−1.0% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 60,450 | $989.5 萬 | 0.23% | +2,008+3.4% | 加碼 |
| Inlet Private Wealth, LLC | 60,268 | $986.5 萬 | 2.64% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 60,176 | $985.0 萬 | 2.51% | −61−0.1% | 減碼 |
| Bank of Hawaii | 60,119 | $984.1 萬 | 0.55% | −352−0.6% | 減碼 |
| Spearhead Capital Advisors, LLC | 60,079 | $983.4 萬 | 1.31% | +2,878+5.0% | 加碼 |
| Icon Wealth Partners, LLC | 60,072 | $983.3 萬 | 1.05% | +295+0.5% | 加碼 |
| Nwi Management LP | 60,000 | $982.1 萬 | 0.92% | 00.0% | 不變 |
| Bright Rock Capital Management, LLC | 60,000 | $982.1 萬 | 2.46% | 00.0% | 不變 |
| Greenleaf Trust | 59,903 | $980.6 萬 | 0.12% | +1,540+2.6% | 加碼 |
| Camden National Bank | 59,902 | $980.5 萬 | 1.89% | −110−0.2% | 減碼 |
| Boyar Asset Management Inc. | 59,756 | $978.1 萬 | 6.44% | −497−0.8% | 減碼 |
| Paradiem, LLC | 57,266 | $976.2 萬 | 2.91% | 00.0% | 不變 |
| Independent Investors Inc | 59,349 | $971.5 萬 | 2.42% | +300+0.5% | 加碼 |
| Mutual Advisors, LLC | 59,344 | $971.4 萬 | 0.58% | +6,834+13.0% | 加碼 |
| QV Investors Inc. | 59,190 | $968.9 萬 | 0.73% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 59,122 | $967.8 萬 | 0.73% | +1,384+2.4% | 加碼 |
| Bard Financial Services, Inc. | 59,090 | $967.2 萬 | 0.86% | 00.0% | 不變 |
| Woodstock Corp | 59,019 | $966.1 萬 | 1.13% | +38+0.1% | 加碼 |
| NorthCoast Asset Management LLC | 58,963 | $965.9 萬 | 0.35% | +4,468+8.2% | 加碼 |
| Frontier Wealth Management LLC | 58,884 | $963.9 萬 | 0.67% | +2,829+5.0% | 加碼 |
| Gifford Fong Associates | 58,800 | $962.5 萬 | 1.87% | 00.0% | 不變 |
| WoodTrust Financial Corp | 58,648 | $960.0 萬 | 2.26% | +4,048+7.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 58,487 | $957.3 萬 | 0.35% | −2,003−3.3% | 減碼 |
| Fred Alger Management, LLC | 58,367 | $955.4 萬 | 0.02% | −3,807−6.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 55,735 | $955.2 萬 | 0.14% | +30,578+121.5% | 加碼 |
| Oak Harvest Investment Services | 58,222 | $953.0 萬 | 2.78% | +3,969+7.3% | 加碼 |