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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $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 | 4,680 | $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 | 3,710 | $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 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| Carlson Capital L P | 41,800 | $684.2 萬 | 0.36% | −115,533−73.4% | 減碼 |
| Hohimer Wealth Management, LLC | 41,772 | $683.8 萬 | 1.44% | −1,032−2.4% | 減碼 |
| Exencial Wealth Advisors, LLC | 41,690 | $682.5 萬 | 0.30% | +9,796+30.7% | 加碼 |
| Level Four Advisory Services, LLC | 41,591 | $680.8 萬 | 0.71% | −22,183−34.8% | 減碼 |
| Abbot Financial Management, Inc. | 41,576 | $680.6 萬 | 3.10% | +395+1.0% | 加碼 |
| Granite Investment Advisors, LLC | 41,517 | $679.6 萬 | 1.10% | −495−1.2% | 減碼 |
| White Pine Investment CO | 41,329 | $676.5 萬 | 2.37% | −1,417−3.3% | 減碼 |
| Univest Financial Corp | 41,259 | $675.4 萬 | 1.89% | +562+1.4% | 加碼 |
| Parcion Private Wealth LLC | 40,405 | $673.1 萬 | 0.60% | +905+2.3% | 加碼 |
| Security National Trust Co | 43,269 | $673.0 萬 | 1.56% | 00.0% | 不變 |
| Concentric Wealth Management, LLC | 41,115 | $673.0 萬 | 2.06% | +128+0.3% | 加碼 |
| Brown Miller Wealth Management, LLC | 41,066 | $672.2 萬 | 4.22% | +339+0.8% | 加碼 |
| Budros, Ruhlin & Roe, Inc. | 40,913 | $669.7 萬 | 0.76% | −560−1.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 40,894 | $669.4 萬 | 0.31% | +994+2.5% | 加碼 |
| Wealthspire Advisors, LLC | 40,896 | $669.4 萬 | 0.14% | +15,110+58.6% | 加碼 |
| Asset Dedication, LLC | 40,827 | $668.2 萬 | 0.88% | +7,735+23.4% | 加碼 |
| Lincoln Capital Corp | 40,685 | $666.0 萬 | 3.58% | −136−0.3% | 減碼 |
| Ballentine Partners, LLC | 40,631 | $665.1 萬 | 0.23% | +136+0.3% | 加碼 |
| City Holding Co | 40,518 | $663.2 萬 | 1.13% | +3,275+8.8% | 加碼 |
| Assenagon Asset Management S.A. | 40,489 | $662.8 萬 | 0.03% | +26,491+189.2% | 加碼 |
| Marietta Wealth Management, LLC | 40,427 | $661.7 萬 | 1.45% | +1,437+3.7% | 加碼 |
| Andra AP-fonden | 40,400 | $661.3 萬 | 0.14% | +1,500+3.9% | 加碼 |
| Somerset Trust Co | 40,332 | $660.2 萬 | 2.70% | −603−1.5% | 減碼 |
| Fulton Bank, N.A. | 40,134 | $657.0 萬 | 0.31% | +1,693+4.4% | 加碼 |
| AMJ Financial Wealth Management | 40,114 | $656.6 萬 | 2.69% | +19,235+92.1% | 加碼 |
| Alight Capital Management LP | 40,000 | $654.8 萬 | 2.41% | +40,000 | 新進 |
| Oxford Financial Group Ltd | 39,966 | $654.2 萬 | 0.83% | −389−1.0% | 減碼 |
| Buckhead Capital Management LLC | 39,824 | $651.9 萬 | 1.46% | −696−1.7% | 減碼 |
| Mechanics Bank Trust Department | 39,733 | $650.3 萬 | 1.05% | −62−0.2% | 減碼 |
| Consolidated Investment Group LLC | 39,692 | $649.7 萬 | 1.02% | −3,300−7.7% | 減碼 |
| Karp Capital Management Corp | 39,459 | $645.9 萬 | 0.91% | +1,857+4.9% | 加碼 |
| Wellington Shields & Co., LLC | 39,437 | $645.5 萬 | 2.25% | +20+0.1% | 加碼 |
| Symmetry Partners, LLC | 38,240 | $645.0 萬 | 0.42% | +4,806+14.4% | 加碼 |
| Change Path, LLC | 39,272 | $641.9 萬 | 0.38% | +549+1.4% | 加碼 |
| Fieldpoint Private Securities, LLC | 39,181 | $641.4 萬 | 1.42% | +207+0.5% | 加碼 |
| Surevest, LLC | 39,139 | $640.7 萬 | 1.62% | +513+1.3% | 加碼 |
| Red Door Wealth Management, LLC | 39,110 | $640.2 萬 | 2.45% | +3,247+9.1% | 加碼 |
| Empirical Finance, LLC | 39,000 | $638.4 萬 | 0.96% | +2,098+5.7% | 加碼 |
| Heritage Wealth Advisors | 38,967 | $637.9 萬 | 0.39% | −248−0.6% | 減碼 |
| Value Partners Investments Inc. | 39,120 | $636.7 萬 | 0.54% | +39+0.1% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 38,968 | $636.1 萬 | 0.31% | −41−0.1% | 減碼 |
| Howland Capital Management LLC | 38,711 | $633.7 萬 | 0.33% | −3,350−8.0% | 減碼 |
| ACG Wealth | 38,679 | $633.1 萬 | 0.83% | −986−2.5% | 減碼 |
| Joel Isaacson & Co., LLC | 38,652 | $632.7 萬 | 0.48% | +3,927+11.3% | 加碼 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 38,568 | $631.3 萬 | 0.90% | −200−0.5% | 減碼 |
| Kempen Capital Management N.V. | 38,550 | $631.1 萬 | 0.23% | −4,025−9.5% | 減碼 |
| Capital Analysts, LLC | 38,513 | $630.4 萬 | 0.41% | +215+0.6% | 加碼 |
| Meritage Portfolio Management | 38,357 | $627.9 萬 | 0.38% | +389+1.0% | 加碼 |
| Schmidt P J Investment Management Inc | 36,611 | $627.5 萬 | 1.23% | −165−0.4% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 38,308 | $627.1 萬 | 2.28% | +1,365+3.7% | 加碼 |
| Werlinich Asset Management, LLC | 38,265 | $626.4 萬 | 5.06% | 00.0% | 不變 |
| Advanced Asset Management Advisors Inc | 38,247 | $626.1 萬 | 1.34% | +10.0% | 加碼 |
| Greenline Partners, LLC | 38,229 | $625.8 萬 | 1.31% | +12,484+48.5% | 加碼 |
| AdvisorNet Financial, Inc | 38,185 | $625.1 萬 | 0.44% | −3,000−7.3% | 減碼 |
| Montecito Bank & Trust | 38,192 | $625.1 萬 | 1.21% | +305+0.8% | 加碼 |
| Clarity Financial LLC | 38,191 | $625.1 萬 | 1.17% | +3,452+9.9% | 加碼 |
| Vectors Research Management, LLC | 38,152 | $624.5 萬 | 1.47% | +663+1.8% | 加碼 |
| Chemung Canal Trust Co | 38,140 | $624.3 萬 | 1.20% | −30.0% | 減碼 |
| Mitchell Capital Management Co | 38,100 | $623.7 萬 | 1.40% | +1,610+4.4% | 加碼 |
| Castleark Management LLC | 38,070 | $623.2 萬 | 0.24% | 00.0% | 不變 |
| CastleArk Alternatives, LLC | 38,070 | $623.2 萬 | 0.24% | +38,070 | 新進 |
| Chronos Wealth Management, LLC | 38,045 | $622.8 萬 | 4.24% | −70−0.2% | 減碼 |
| Shorepoint Capital Partners LLC | 37,970 | $621.5 萬 | 2.79% | +37,970 | 新進 |
| Monticello Wealth Management, LLC | 37,953 | $621.2 萬 | 0.60% | +34,996+1,183.5% | 加碼 |
| Dorchester Wealth Management Co | 37,938 | $621.0 萬 | 1.53% | −1,850−4.6% | 減碼 |
| Augustine Asset Management Inc | 37,915 | $620.6 萬 | 3.31% | +633+1.7% | 加碼 |
| R.m.sincerbeaux Capital Management LLC | 37,890 | $620.2 萬 | 4.06% | 00.0% | 不變 |
| Swarthmore Group Inc | 39,856 | $619.9 萬 | 1.60% | 00.0% | 不變 |
| Banco de Sabadell, S.A | 19,821 | $619.8 萬 | 4.17% | −13,179−39.9% | 減碼 |
| Waldron Private Wealth LLC | 37,825 | $619.1 萬 | 0.36% | −14,891−28.2% | 減碼 |
| HNP Capital LLC | 37,761 | $618.1 萬 | 1.55% | +272+0.7% | 加碼 |
| Johnson Financial Group, Inc. | 37,756 | $618.0 萬 | 0.42% | +4,458+13.4% | 加碼 |
| Kinneret Advisory, LLC | 37,734 | $617.7 萬 | 0.73% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 37,685 | $616.9 萬 | 1.70% | +1,531+4.2% | 加碼 |
| Hedeker Wealth, LLC | 37,682 | $616.8 萬 | 1.91% | +1,507+4.2% | 加碼 |
| Exchange Traded Concepts, LLC | 37,660 | $616.5 萬 | 0.16% | +34,073+949.9% | 加碼 |
| Paradigm Asset Management Co LLC | 37,650 | $616.3 萬 | 1.69% | −2,000−5.0% | 減碼 |
| Belpointe Asset Management LLC | 39,380 | $615.9 萬 | 0.42% | +2,232+6.0% | 加碼 |
| Northwest Bancshares, Inc. | 37,591 | $615.4 萬 | 1.40% | +101+0.3% | 加碼 |
| Toroso Investments, LLC | 37,581 | $615.2 萬 | 0.23% | +3,997+11.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 37,548 | $614.6 萬 | 0.08% | −92,473−71.1% | 減碼 |
| MSD Partners, L.P. | 37,500 | $613.8 萬 | 0.23% | −37,500−50.0% | 減碼 |
| Lake Street Advisors Group, LLC | 37,458 | $613.2 萬 | 0.66% | +20,793+124.8% | 加碼 |
| Bangor Savings Bank | 37,431 | $612.7 萬 | 0.64% | +4,119+12.4% | 加碼 |
| Meridian Wealth Advisors, LLC | 37,364 | $611.6 萬 | 1.70% | +850+2.3% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 37,358 | $611.5 萬 | 1.18% | +431+1.2% | 加碼 |
| CPWM, LLC | 37,302 | $610.6 萬 | 0.56% | −99−0.3% | 減碼 |
| Stokes Capital Advisors, LLC | 37,222 | $609.3 萬 | 1.97% | +1,642+4.6% | 加碼 |
| PFG Advisors | 37,217 | $609.2 萬 | 0.69% | +934+2.6% | 加碼 |
| Strategic Financial Services, Inc, | 37,162 | $608.3 萬 | 0.48% | −752−2.0% | 減碼 |
| Family Management Corp | 37,105 | $607.4 萬 | 1.68% | −1,058−2.8% | 減碼 |
| FORA Capital, LLC | 37,037 | $606.3 萬 | 1.53% | +37,037 | 新進 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 37,000 | $605.7 萬 | 3.23% | 00.0% | 不變 |
| Traynor Capital Management, Inc. | 36,995 | $605.5 萬 | 0.83% | +2,488+7.2% | 加碼 |
| Bank of New Hampshire | 38,868 | $604.6 萬 | 1.62% | 00.0% | 不變 |
| Alpha Omega Wealth Management LLC | 36,936 | $604.6 萬 | 0.99% | −179−0.5% | 減碼 |
| Source Financial Advisors LLC | 36,797 | $602.3 萬 | 1.56% | −6,420−14.9% | 減碼 |
| Bowling Portfolio Management LLC | 36,759 | $601.7 萬 | 1.35% | −208−0.6% | 減碼 |
| YorkBridge Wealth Partners, LLC | 36,724 | $601.1 萬 | 1.51% | +1,658+4.7% | 加碼 |
| Stillwater Investment Management, LLC | 36,702 | $600.8 萬 | 1.60% | −155−0.4% | 減碼 |