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 |
|---|---|---|---|---|---|
| Spectrum Management Group, LLC | 57,744 | $945.2 萬 | 1.49% | +17,551+43.7% | 加碼 |
| United Fire Group Inc | 57,736 | $945.1 萬 | 4.72% | 00.0% | 不變 |
| JustInvest LLC | 57,720 | $944.8 萬 | 0.85% | +19,334+50.4% | 加碼 |
| Philadelphia Trust Co | 57,504 | $941.3 萬 | 0.69% | −1,563−2.6% | 減碼 |
| Bridgecreek Investment Management, LLC | 57,110 | $934.8 萬 | 1.34% | 00.0% | 不變 |
| Miramar Capital, LLC | 56,943 | $932.1 萬 | 3.72% | +370+0.7% | 加碼 |
| Davis-Rea Ltd. | 56,851 | $930.6 萬 | 4.55% | +60.0% | 加碼 |
| Laurel Wealth Advisors LLC | 56,805 | $929.8 萬 | 2.12% | −2,297−3.9% | 減碼 |
| McGinn Investment Management, Inc. | 56,752 | $929.0 萬 | 6.69% | −298−0.5% | 減碼 |
| Meeder Asset Management Inc | 56,682 | $927.9 萬 | 0.49% | −31,012−35.4% | 減碼 |
| Buckingham Strategic Wealth, LLC | 56,686 | $927.9 萬 | 0.19% | −6,478−10.3% | 減碼 |
| Buckley Wealth Management, LLC | 56,645 | $927.2 萬 | 3.00% | −49−0.1% | 減碼 |
| BOK Financial Private Wealth, Inc. | 56,600 | $926.5 萬 | 0.74% | +2,468+4.6% | 加碼 |
| Xcel Wealth Management, LLC | 56,458 | $924.2 萬 | 2.68% | +722+1.3% | 加碼 |
| Carroll Financial Associates, Inc. | 56,401 | $923.2 萬 | 0.52% | +261+0.5% | 加碼 |
| Terry L. Blaker | 56,336 | $922.1 萬 | 0.59% | −787−1.4% | 減碼 |
| Family Capital Trust Co | 56,194 | $919.8 萬 | 2.62% | +148+0.3% | 加碼 |
| Providence Capital Advisors, LLC | 56,030 | $917.2 萬 | 2.86% | +2,097+3.9% | 加碼 |
| M&R Capital Management Inc | 56,015 | $916.9 萬 | 2.08% | +188+0.3% | 加碼 |
| Princeton Global Asset Management LLC | 55,882 | $914.7 萬 | 2.79% | +767+1.4% | 加碼 |
| Royal Fund Management, LLC | 55,885 | $914.7 萬 | 1.47% | +2,073+3.9% | 加碼 |
| Koshinski Asset Management, Inc. | 55,801 | $913.4 萬 | 0.79% | +19,681+54.5% | 加碼 |
| Rench Wealth Management, Inc. | 55,773 | $912.9 萬 | 4.53% | −1,147−2.0% | 減碼 |
| Wright Investors Service Inc | 55,677 | $911.4 萬 | 2.59% | +2,221+4.2% | 加碼 |
| Perennial Advisors, LLC | 55,646 | $910.9 萬 | 2.68% | +1,022+1.9% | 加碼 |
| Intersect Capital LLC | 55,633 | $910.7 萬 | 1.56% | +62+0.1% | 加碼 |
| ExodusPoint Capital Management, LP | 55,515 | $908.7 萬 | 0.14% | −32,185−36.7% | 減碼 |
| Vestcor Inc | 55,515 | $908.7 萬 | 0.33% | −11,181−16.8% | 減碼 |
| Pine Ridge Advisers LLC | 55,500 | $908.5 萬 | 2.56% | 00.0% | 不變 |
| Fundamentun, LLC | 55,377 | $906.5 萬 | 1.58% | +12,327+28.6% | 加碼 |
| Allied Investment Advisors, LLC | 55,218 | $903.9 萬 | 3.42% | +270+0.5% | 加碼 |
| Fort Sheridan Advisors LLC | 55,020 | $900.6 萬 | 2.95% | +1,516+2.8% | 加碼 |
| Whitener Capital Management, Inc. | 70,855 | $900.3 萬 | 4.14% | −630−0.9% | 減碼 |
| Loews Corp | 55,000 | $900.3 萬 | 0.08% | −12,500−18.5% | 減碼 |
| Stolper Co | 54,886 | $898.4 萬 | 4.29% | −253−0.5% | 減碼 |
| Walter & Keenan Financial Consulting Co | 54,636 | $894.3 萬 | 3.03% | −2,101−3.7% | 減碼 |
| Sompo Asset Management Co., Ltd. | 54,490 | $891.9 萬 | 2.05% | −12,860−19.1% | 減碼 |
| Bray Capital Advisors | 54,476 | $891.7 萬 | 2.29% | +264+0.5% | 加碼 |
| Capula Management Ltd | 54,740 | $890.7 萬 | 0.69% | −4,794−8.1% | 減碼 |
| Cutler Investment Counsel LLC | 54,349 | $889.6 萬 | 1.40% | −3,023−5.3% | 減碼 |
| Constitution Capital LLC | 54,338 | $889.5 萬 | 5.34% | −880−1.6% | 減碼 |
| River Wealth Advisors LLC | 54,283 | $888.6 萬 | 1.52% | +1,076+2.0% | 加碼 |
| Ami Investment Management Inc | 54,199 | $887.2 萬 | 3.80% | −10,754−16.6% | 減碼 |
| Eudaimonia Partners, LLC | 54,173 | $886.8 萬 | 1.60% | +2,315+4.5% | 加碼 |
| Fulcrum Capital LLC | 54,164 | $886.6 萬 | 2.12% | +1,064+2.0% | 加碼 |
| Wealth Advisory Solutions, LLC | 54,041 | $884.6 萬 | 1.97% | +90.0% | 加碼 |
| Viking Fund Management LLC | 54,000 | $883.9 萬 | 2.56% | 00.0% | 不變 |
| PEAK6 Investments LLC | 53,930 | $882.8 萬 | 0.18% | −54,794−50.4% | 減碼 |
| Cadence Bank NA | 53,897 | $882.2 萬 | 2.62% | −40−0.1% | 減碼 |
| Altium Wealth Management LLC | 53,552 | $876.6 萬 | 0.63% | +893+1.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 53,487 | $875.5 萬 | 1.01% | +5,634+11.8% | 加碼 |
| First Hawaiian Bank | 53,428 | $874.5 萬 | 0.36% | +101+0.2% | 加碼 |
| Shelton Capital Management | 53,413 | $874.3 萬 | 0.34% | −2,036−3.7% | 減碼 |
| Permanens Capital L.P. | 53,403 | $874.2 萬 | 1.58% | +1,971+3.8% | 加碼 |
| Sumitomo Life Insurance Co | 53,056 | $868.5 萬 | 0.23% | −2,113−3.8% | 減碼 |
| Investment Management of Virginia LLC | 52,655 | $861.9 萬 | 1.66% | +1,226+2.4% | 加碼 |
| Schulhoff & Co Inc | 52,623 | $861.3 萬 | 3.88% | −290−0.5% | 減碼 |
| Harbor Investment Advisory, LLC | 52,594 | $860.9 萬 | 1.17% | +613+1.2% | 加碼 |
| Windward Capital Management Co | 52,512 | $859.6 萬 | 0.80% | +323+0.6% | 加碼 |
| Baldwin Investment Management, LLC | 52,419 | $858.0 萬 | 1.49% | −263−0.5% | 減碼 |
| Essex Financial Services, Inc. | 52,382 | $857.4 萬 | 0.98% | +10,493+25.0% | 加碼 |
| Duncker Streett & Co Inc | 52,232 | $855.0 萬 | 1.62% | −1,868−3.5% | 減碼 |
| AGF Investments America Inc. | 52,215 | $854.7 萬 | 1.78% | 00.0% | 不變 |
| Ipswich Investment Management Co., Inc. | 51,973 | $850.7 萬 | 2.18% | +4,182+8.8% | 加碼 |
| Ascent Wealth Partners, LLC | 51,941 | $850.2 萬 | 1.63% | −206−0.4% | 減碼 |
| Capstone Financial Advisors, Inc. | 51,863 | $849.0 萬 | 0.67% | +405+0.8% | 加碼 |
| Pacific Global Investment Management CO | 51,811 | $848.1 萬 | 1.71% | −51−0.1% | 減碼 |
| Enterprise Financial Services Corp | 51,603 | $844.7 萬 | 1.09% | +17,820+52.7% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 51,570 | $844.1 萬 | 2.52% | +821+1.6% | 加碼 |
| Stokes Family Office, LLC | 51,566 | $844.1 萬 | 1.17% | +2,940+6.0% | 加碼 |
| McDonald Partners LLC | 51,562 | $844.0 萬 | 1.98% | +903+1.8% | 加碼 |
| Lynch & Associates | 51,541 | $843.7 萬 | 2.19% | +701+1.4% | 加碼 |
| TT International Asset Management LTD | 51,509 | $843.2 萬 | 0.47% | −33,572−39.5% | 減碼 |
| Landsberg, Bennett, & Dubbaneh LLC | 50,403 | $842.4 萬 | 1.07% | +266+0.5% | 加碼 |
| Nixon Peabody Trust Co | 51,460 | $842.3 萬 | 3.04% | +1,873+3.8% | 加碼 |
| Cardan Capital Partners, LLC | 51,308 | $839.9 萬 | 0.94% | +135+0.3% | 加碼 |
| K.J. Harrison & Partners Inc | 50,982 | $839.3 萬 | 1.22% | +2,017+4.1% | 加碼 |
| Baldwin Brothers Inc | 51,098 | $836.4 萬 | 0.93% | +9,268+22.2% | 加碼 |
| Naples Global Advisors, LLC | 51,015 | $835.1 萬 | 1.10% | +80+0.2% | 加碼 |
| Sargent Bickham Lagudis LLC | 51,020 | $835.1 萬 | 0.68% | +1,096+2.2% | 加碼 |
| Mirador Capital Partners LP | 50,923 | $833.6 萬 | 1.89% | +784+1.6% | 加碼 |
| Green Square Capital Advisors LLC | 50,774 | $831.1 萬 | 1.89% | −250−0.5% | 減碼 |
| Garland Capital Management Inc | 50,665 | $829.3 萬 | 5.93% | −450−0.9% | 減碼 |
| Cardinal Capital Management | 50,389 | $824.8 萬 | 1.79% | −791−1.5% | 減碼 |
| Hamel Associates, Inc. | 50,350 | $824.2 萬 | 3.22% | +387+0.8% | 加碼 |
| Parallel Advisors, LLC | 50,263 | $822.8 萬 | 0.33% | +2,055+4.3% | 加碼 |
| QVT Financial LP | 50,262 | $822.7 萬 | 0.65% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 50,158 | $821.0 萬 | 0.43% | +1,728+3.6% | 加碼 |
| JS Capital Management LLC | 50,000 | $818.5 萬 | 0.49% | −120,000−70.6% | 減碼 |
| JBF Capital, Inc. | 50,000 | $818.5 萬 | 1.77% | 00.0% | 不變 |
| Bizma Investimentos Ltda | 50,000 | $818.5 萬 | 5.04% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 49,814 | $815.6 萬 | 1.09% | 00.0% | 不變 |
| Cumberland Advisors Inc | 49,825 | $815.6 萬 | 1.89% | +370+0.7% | 加碼 |
| Fairfield, Bush & Co. | 49,810 | $815.3 萬 | 2.65% | −20,717−29.4% | 減碼 |
| Adalta Capital Management LLC | 49,695 | $813.4 萬 | 4.50% | 00.0% | 不變 |
| Arjuna Capital | 49,692 | $813.4 萬 | 3.31% | +2,260+4.8% | 加碼 |
| Meiji Yasuda Life Insurance Co | 49,667 | $813.0 萬 | 0.14% | −2,334−4.5% | 減碼 |
| Granite Investment Partners, LLC | 49,625 | $812.3 萬 | 0.25% | +371+0.8% | 加碼 |
| Ballast Advisors LLC | 49,543 | $811.0 萬 | 3.37% | −125−0.3% | 減碼 |
| Roundview Capital LLC | 49,535 | $810.8 萬 | 0.89% | +228+0.5% | 加碼 |