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 |
|---|---|---|---|---|---|
| Radnor Capital Management, LLC | 49,499 | $810.2 萬 | 4.81% | +7,465+17.8% | 加碼 |
| Parkwood LLC | 49,291 | $806.8 萬 | 1.38% | −6,395−11.5% | 減碼 |
| Wittenberg Investment Management, Inc. | 49,142 | $804.4 萬 | 3.09% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 48,957 | $801.4 萬 | 1.64% | +6,193+14.5% | 加碼 |
| Parthenon LLC | 48,867 | $799.9 萬 | 1.20% | −1,156−2.3% | 減碼 |
| Nelson Capital Management, LLC | 48,384 | $792.0 萬 | 1.58% | −155−0.3% | 減碼 |
| KG&L Capital Management,LLC | 48,334 | $791.2 萬 | 3.48% | +1,191+2.5% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 48,136 | $787.9 萬 | 0.08% | −1,702−3.4% | 減碼 |
| Inverness Counsel LLC | 48,105 | $787.4 萬 | 0.29% | +27,749+136.3% | 加碼 |
| Frisch Financial Group, Inc. | 47,953 | $785.0 萬 | 2.62% | −75−0.2% | 減碼 |
| Covington Investment Advisors Inc. | 47,939 | $784.7 萬 | 1.69% | +6,080+14.5% | 加碼 |
| RPG Investment Advisory, LLC | 47,796 | $782.4 萬 | 1.29% | +1,545+3.3% | 加碼 |
| Beacon Financial Group | 47,131 | $782.1 萬 | 1.08% | +500+1.1% | 加碼 |
| Harbour Capital Advisors, LLC | 47,766 | $781.9 萬 | 2.06% | +683+1.5% | 加碼 |
| Arden Trust Co | 47,700 | $780.8 萬 | 1.33% | −2,197−4.4% | 減碼 |
| Davy Global Fund Management Ltd | 47,695 | $780.7 萬 | 1.19% | −814−1.7% | 減碼 |
| McKinley Capital Management LLC /Delaware | 47,670 | $780.3 萬 | 0.73% | −76,690−61.7% | 減碼 |
| Avitas Wealth Management LLC | 47,629 | $779.6 萬 | 1.42% | −278−0.6% | 減碼 |
| EagleClaw Capital Managment, LLC | 47,548 | $778.7 萬 | 2.01% | +642+1.4% | 加碼 |
| Citizens National Bank Trust Department | 47,443 | $776.6 萬 | 2.21% | −77−0.2% | 減碼 |
| Bridge Creek Capital Management LLC | 47,442 | $776.6 萬 | 2.89% | +705+1.5% | 加碼 |
| Wintrust Investments LLC | 47,061 | $770.3 萬 | 1.04% | +1,022+2.2% | 加碼 |
| Signaturefd, LLC | 47,045 | $770.1 萬 | 0.27% | +2,123+4.7% | 加碼 |
| Corbenic Partners LLC | 46,997 | $769.3 萬 | 1.87% | +6,041+14.7% | 加碼 |
| HighTower Trust Services, LTA | 46,945 | $768.4 萬 | 0.94% | −329−0.7% | 減碼 |
| Clear Harbor Asset Management, LLC | 46,838 | $766.7 萬 | 0.91% | +2,094+4.7% | 加碼 |
| One Capital Management, LLC | 46,698 | $764.3 萬 | 0.63% | −457−1.0% | 減碼 |
| Aviance Capital Partners, LLC | 46,555 | $762.1 萬 | 1.35% | +971+2.1% | 加碼 |
| Altavista Wealth Management, Inc. | 46,164 | $755.7 萬 | 1.68% | −2,187−4.5% | 減碼 |
| Odey Asset Management Group Ltd | 46,167 | $755.7 萬 | 2.02% | +21,942+90.6% | 加碼 |
| WealthPLAN Partners, LLC | 46,330 | $753.2 萬 | 0.50% | −1,407−2.9% | 減碼 |
| Veriti Management LLC | 46,004 | $753.0 萬 | 1.07% | +2,918+6.8% | 加碼 |
| RBF Capital, LLC | 46,000 | $752.9 萬 | 0.43% | 00.0% | 不變 |
| Martin Capital Partners, LLC | 45,955 | $752.2 萬 | 3.80% | −154−0.3% | 減碼 |
| Hallmark Capital Management Inc | 45,922 | $751.7 萬 | 0.66% | −703−1.5% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 45,878 | $751.0 萬 | 0.67% | +418+0.9% | 加碼 |
| Mid Atlantic Financial Management Inc | 45,857 | $750.6 萬 | 0.50% | +2,974+6.9% | 加碼 |
| HGK Asset Management Inc | 45,799 | $749.7 萬 | 2.46% | +259+0.6% | 加碼 |
| Asset Planning Services Inc | 45,757 | $749.0 萬 | 4.42% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 45,701 | $748.1 萬 | 1.03% | +15,204+49.9% | 加碼 |
| XML Financial, LLC | 45,576 | $746.0 萬 | 1.00% | +29,395+181.7% | 加碼 |
| Farmers National Bank | 58,621 | $744.9 萬 | 2.97% | +442+0.8% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 45,428 | $743.6 萬 | 0.69% | −333−0.7% | 減碼 |
| Elk River Wealth Management, LLC | 45,400 | $743.2 萬 | 1.88% | −208−0.5% | 減碼 |
| Unified Trust Company, N.A. | 45,228 | $740.3 萬 | 2.18% | +159+0.4% | 加碼 |
| BKD Wealth Advisors, LLC | 45,181 | $739.6 萬 | 0.34% | +5,163+12.9% | 加碼 |
| Pittenger & Anderson Inc | 45,129 | $738.7 萬 | 0.37% | +615+1.4% | 加碼 |
| Berkshire Bank | 45,094 | $738.2 萬 | 1.80% | −180.0% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 45,075 | $737.8 萬 | 1.94% | +590+1.3% | 加碼 |
| Stratos Wealth Advisors, LLC | 44,807 | $733.5 萬 | 0.63% | +5,215+13.2% | 加碼 |
| Resources Investment Advisors, LLC. | 44,738 | $732.3 萬 | 0.29% | +1,938+4.5% | 加碼 |
| Quantitative Investment Management, LLC | 44,643 | $730.7 萬 | 0.66% | +44,643 | 新進 |
| Worldquant Millennium Advisors LLC | 44,626 | $730.5 萬 | 0.16% | +32,410+265.3% | 加碼 |
| McRae Capital Management Inc | 44,592 | $729.9 萬 | 1.61% | +715+1.6% | 加碼 |
| DF Dent & Co Inc | 44,500 | $728.4 萬 | 0.07% | −28−0.1% | 減碼 |
| North Star Asset Management Inc | 44,389 | $726.6 萬 | 0.40% | +750+1.7% | 加碼 |
| Wisconsin Capital Management LLC | 44,360 | $726.1 萬 | 2.98% | −2,900−6.1% | 減碼 |
| Lake Street Financial LLC | 44,360 | $726.1 萬 | 1.78% | +775+1.8% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 44,036 | $720.8 萬 | 1.71% | +349+0.8% | 加碼 |
| Selway Asset Management | 44,020 | $720.6 萬 | 3.94% | −500−1.1% | 減碼 |
| Argyle Capital Management Inc. | 44,012 | $720.4 萬 | 2.39% | −150−0.3% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 43,983 | $720.0 萬 | 1.50% | −365−0.8% | 減碼 |
| Abbrea Capital, LLC | 43,812 | $717.2 萬 | 1.07% | +1,646+3.9% | 加碼 |
| Harrell Investment Partners, LLC | 43,767 | $716.4 萬 | 2.31% | +1,767+4.2% | 加碼 |
| Whalerock Point Partners, LLC | 43,734 | $715.9 萬 | 2.77% | +1,576+3.7% | 加碼 |
| Brewin Dolphin Wealth Management Ltd | 43,628 | $714.1 萬 | 0.81% | +900+2.1% | 加碼 |
| Systematic Alpha Investments, LLC | 42,004 | $713.6 萬 | 0.31% | +200+0.5% | 加碼 |
| Black Swift Group, LLC | 43,597 | $713.6 萬 | 3.23% | +43,597 | 新進 |
| Bedell Frazier Investment Counseling, LLC | 43,580 | $713.4 萬 | 1.96% | +2,682+6.6% | 加碼 |
| Redwood Investments, LLC | 43,534 | $712.6 萬 | 0.60% | −3,416−7.3% | 減碼 |
| Gyroscope Capital Management Group, LLC | 43,534 | $712.6 萬 | 2.69% | +486+1.1% | 加碼 |
| Annex Advisory Services, LLC | 43,492 | $711.7 萬 | 0.58% | +2,652+6.5% | 加碼 |
| Smithbridge Asset Management Inc | 43,415 | $710.7 萬 | 2.36% | −225−0.5% | 減碼 |
| Brave Asset Management Inc | 43,411 | $710.6 萬 | 2.05% | −541−1.2% | 減碼 |
| Stamos Capital Partners, L.P. | 43,350 | $709.6 萬 | 3.97% | −6,190−12.5% | 減碼 |
| Strategic Advisors LLC | 43,316 | $709.0 萬 | 1.53% | +1,195+2.8% | 加碼 |
| Community Bank & Trust, Waco, Texas | 43,304 | $708.8 萬 | 2.31% | +545+1.3% | 加碼 |
| LVW Advisors, LLC | 43,176 | $706.7 萬 | 1.24% | +2,198+5.4% | 加碼 |
| Guyasuta Investment Advisors Inc | 43,168 | $706.6 萬 | 0.50% | −177−0.4% | 減碼 |
| BDO Wealth Advisors, LLC | 43,079 | $705.2 萬 | 0.78% | −461−1.1% | 減碼 |
| Premier Fund Managers Ltd | 42,469 | $704.7 萬 | 0.23% | +3,830+9.9% | 加碼 |
| Aristotle Capital Management, LLC | 42,964 | $703.3 萬 | 0.01% | −3,891,446−98.9% | 減碼 |
| Welch Group, LLC | 42,911 | $702.4 萬 | 0.48% | +3,540+9.0% | 加碼 |
| Intrust Bank NA | 42,833 | $701.1 萬 | 0.93% | +1,049+2.5% | 加碼 |
| Boyd Watterson Asset Management LLC | 42,801 | $700.6 萬 | 2.58% | +280+0.7% | 加碼 |
| Gamble Jones Investment Counsel | 42,751 | $699.8 萬 | 0.46% | +1,222+2.9% | 加碼 |
| Gibraltar Capital Management, Inc. | 42,667 | $698.4 萬 | 3.55% | +139+0.3% | 加碼 |
| Baker Ellis Asset Management LLC | 42,202 | $697.9 萬 | 1.34% | −648−1.5% | 減碼 |
| Homrich & Berg | 42,629 | $697.8 萬 | 0.16% | −2,501−5.5% | 減碼 |
| Bristlecone Advisors, LLC | 42,512 | $695.9 萬 | 0.91% | −1,119−2.6% | 減碼 |
| Pensionfund DSM Netherlands | 42,500 | $695.7 萬 | 0.88% | −21,000−33.1% | 減碼 |
| Gotham Asset Management, LLC | 42,372 | $693.6 萬 | 0.28% | −5,287−11.1% | 減碼 |
| SevenBridge Financial Group, LLC | 42,242 | $691.5 萬 | 2.31% | −907−2.1% | 減碼 |
| Huber Capital Management LLC | 42,223 | $691.1 萬 | 1.79% | +500+1.2% | 加碼 |
| Peloton Wealth Strategists | 42,149 | $689.9 萬 | 2.82% | −1,000−2.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 42,134 | $689.7 萬 | 0.08% | +2,142+5.4% | 加碼 |
| American Money Management, LLC | 42,025 | $687.9 萬 | 1.94% | +107+0.3% | 加碼 |
| La Financiere de L'Echiquier | 42,000 | $687.5 萬 | 0.23% | −4,000−8.7% | 減碼 |
| David Loasby | 41,975 | $687.5 萬 | 0.87% | +894+2.2% | 加碼 |
| Van Strum & Towne Inc. | 41,803 | $684.3 萬 | 2.70% | −50−0.1% | 減碼 |