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 |
|---|---|---|---|---|---|
| Wasatch Advisors Inc | 31,157 | $510.0 萬 | 0.02% | −41−0.1% | 減碼 |
| Country Club Trust Company, n.a. | 30,718 | $509.7 萬 | 0.44% | +241+0.8% | 加碼 |
| CAPROCK Group, Inc. | 31,096 | $509.0 萬 | 0.45% | −2,707−8.0% | 減碼 |
| Andesa Financial Management Inc. | 31,083 | $508.8 萬 | 2.77% | −25,844−45.4% | 減碼 |
| Aureus Asset Management, LLC | 31,076 | $508.7 萬 | 0.33% | −2,160−6.5% | 減碼 |
| High Pines Wealth Management, LLC | 31,053 | $508.3 萬 | 3.49% | +4,184+15.6% | 加碼 |
| Thoroughbred Financial Services, LLC | 31,039 | $508.0 萬 | 1.24% | +887+2.9% | 加碼 |
| Pegasus Asset Management, Inc. | 30,988 | $507.2 萬 | 2.33% | +265+0.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30,961 | $506.7 萬 | 0.42% | −893−2.8% | 減碼 |
| Jackson Square Capital, LLC | 30,934 | $506.4 萬 | 1.65% | −501−1.6% | 減碼 |
| Brighton Jones LLC | 30,778 | $503.8 萬 | 0.26% | +625+2.1% | 加碼 |
| First Personal Financial Services | 30,741 | $503.2 萬 | 1.25% | +357+1.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 31,533 | $502.5 萬 | 0.36% | −3,351−9.6% | 減碼 |
| Horizon Investment Services, LLC | 30,681 | $502.2 萬 | 2.47% | −667−2.1% | 減碼 |
| SOL Capital Management CO | 30,662 | $501.9 萬 | 1.00% | −370−1.2% | 減碼 |
| Capital Insight Partners, LLC | 30,621 | $501.2 萬 | 1.09% | +542+1.8% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 30,598 | $500.9 萬 | 1.59% | +1,706+5.9% | 加碼 |
| Good Life Advisors, LLC | 30,589 | $500.7 萬 | 0.68% | +11,873+63.4% | 加碼 |
| West Branch Capital LLC | 30,574 | $500.5 萬 | 2.41% | −28−0.1% | 減碼 |
| Trustcore Financial Services, LLC | 30,494 | $499.2 萬 | 0.49% | +1,199+4.1% | 加碼 |
| Investors Asset Management of Georgia Inc | 30,470 | $498.8 萬 | 2.59% | +558+1.9% | 加碼 |
| Lakeview Capital Partners, LLC | 30,433 | $498.2 萬 | 2.30% | −369−1.2% | 減碼 |
| B. Riley Wealth Management, Inc. | 208,235 | $497.6 萬 | 0.38% | +5,431+2.7% | 加碼 |
| Meristem Family Wealth, LLC | 30,262 | $495.4 萬 | 0.48% | +16,169+114.7% | 加碼 |
| Ritholtz Wealth Management | 30,248 | $495.1 萬 | 0.34% | +1,335+4.6% | 加碼 |
| Kavar Capital Partners Group, LLC | 30,242 | $495.0 萬 | 1.13% | +672+2.3% | 加碼 |
| Triasima Portfolio Management inc. | 30,145 | $493.4 萬 | 0.26% | +245+0.8% | 加碼 |
| Hudson Bay Capital Management LP | 30,000 | $491.1 萬 | 0.07% | −25,000−45.5% | 減碼 |
| Monetta Financial Services Inc | 30,000 | $491.1 萬 | 3.98% | 00.0% | 不變 |
| Allen Holding Inc | 30,000 | $491.1 萬 | 0.73% | 00.0% | 不變 |
| Bleichroeder LP | 30,000 | $491.1 萬 | 0.80% | 00.0% | 不變 |
| Nicholas Investment Partners, LP | 30,000 | $491.1 萬 | 0.36% | +30,000 | 新進 |
| Old Dominion Capital Management Inc | 29,992 | $490.9 萬 | 1.05% | −33−0.1% | 減碼 |
| Coldstream Capital Management Inc | 50,941 | $490.4 萬 | 0.24% | +1,003+2.0% | 加碼 |
| TRUE Private Wealth Advisors | 29,930 | $489.9 萬 | 0.71% | −388−1.3% | 減碼 |
| Brookmont Capital Management | 29,877 | $489.1 萬 | 2.88% | +189+0.6% | 加碼 |
| Congress Park Capital LLC | 29,867 | $488.9 萬 | 2.50% | −478−1.6% | 減碼 |
| Cornercap Investment Counsel Inc | 29,839 | $488.4 萬 | 0.56% | −735−2.4% | 減碼 |
| Strategic Wealth Partners, Ltd. | 29,831 | $488.3 萬 | 1.43% | +5,297+21.6% | 加碼 |
| MTM Investment Management, LLC | 29,764 | $487.2 萬 | 2.65% | −1,608−5.1% | 減碼 |
| Sheets Smith Wealth Management | 29,758 | $487.1 萬 | 0.66% | +318+1.1% | 加碼 |
| Trustmark National Bank Trust Department | 29,750 | $486.9 萬 | 0.39% | −377−1.3% | 減碼 |
| Amarillo National Bank | 29,742 | $486.9 萬 | 1.01% | +300+1.0% | 加碼 |
| Addison Capital Co | 29,705 | $486.3 萬 | 2.25% | −25−0.1% | 減碼 |
| Zuckerman Investment Group, LLC | 29,702 | $486.2 萬 | 0.81% | −303−1.0% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $486.2 萬 | 1.60% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 29,633 | $485.1 萬 | 0.37% | +26,137+747.6% | 加碼 |
| Marcum Wealth, LLC | 29,630 | $485.0 萬 | 0.76% | −4,381−12.9% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 29,629 | $485.0 萬 | 1.11% | −335−1.1% | 減碼 |
| Leuthold Group, LLC | 29,613 | $484.7 萬 | 0.59% | +29,613 | 新進 |
| Winning Points Advisors, LLC | 29,640 | $483.7 萬 | 3.65% | +750+2.6% | 加碼 |
| Edgestream Partners, L.P. | 29,502 | $482.9 萬 | 0.30% | −38,336−56.5% | 減碼 |
| Essex LLC | 29,427 | $481.7 萬 | 1.34% | +29,427 | 新進 |
| Trustco Bank Corp N Y | 29,345 | $480.4 萬 | 4.48% | −1,088−3.6% | 減碼 |
| Reliant Investment Management, LLC | 29,305 | $479.7 萬 | 2.39% | −85−0.3% | 減碼 |
| Enterprise Bank & Trust Co | 29,264 | $479.0 萬 | 1.89% | +179+0.6% | 加碼 |
| ARGI Investment Services, LLC | 29,226 | $478.4 萬 | 0.15% | +4,674+19.0% | 加碼 |
| Pegasus Partners Ltd. | 29,145 | $477.1 萬 | 0.87% | −1,288−4.2% | 減碼 |
| Violich Capital Management, Inc. | 29,023 | $475.1 萬 | 0.76% | +1,530+5.6% | 加碼 |
| Shelter Mutual Insurance Co | 29,000 | $474.7 萬 | 1.34% | 00.0% | 不變 |
| Lafayette Investments, Inc. | 28,967 | $474.2 萬 | 1.29% | +243+0.8% | 加碼 |
| Trust Asset Management LLC | 28,942 | $473.8 萬 | 0.65% | +1,199+4.3% | 加碼 |
| Horizon Investments, LLC | 29,076 | $473.1 萬 | 0.15% | −5,837−16.7% | 減碼 |
| Comerica Securities,inc. | 28,821 | $471.8 萬 | 0.34% | +1,227+4.4% | 加碼 |
| Morgan Jess S & Co Inc | 28,717 | $470.1 萬 | 3.10% | +1,343+4.9% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 28,467 | $469.2 萬 | 0.14% | +8,000+39.1% | 加碼 |
| Goelzer Investment Management, Inc. | 28,617 | $468.4 萬 | 0.41% | −967−3.3% | 減碼 |
| Old Port Advisors | 27,565 | $465.9 萬 | 1.69% | +479+1.8% | 加碼 |
| Baker Tilly Wealth Management, LLC | 28,323 | $463.6 萬 | 0.61% | +890+3.2% | 加碼 |
| Pitcairn Co | 28,318 | $463.5 萬 | 0.32% | −511−1.8% | 減碼 |
| JB Capital LLC | 28,281 | $462.9 萬 | 0.60% | +28,281 | 新進 |
| 55I, LLC | 28,193 | $461.5 萬 | 0.14% | +4,810+20.6% | 加碼 |
| Laidlaw Wealth Management LLC | 28,179 | $461.3 萬 | 1.18% | +2,818+11.1% | 加碼 |
| Hudock, Inc. | 28,116 | $460.2 萬 | 1.39% | +172+0.6% | 加碼 |
| Allen Capital Group, LLC | 28,096 | $459.9 萬 | 0.94% | +1,488+5.6% | 加碼 |
| Charles Schwab Trust Co | 28,056 | $459.2 萬 | 0.90% | +606+2.2% | 加碼 |
| NatWest Group plc | 27,950 | $457.5 萬 | 2.46% | +6,980+33.3% | 加碼 |
| Act Two Investors LLC | 27,912 | $456.9 萬 | 1.08% | 00.0% | 不變 |
| Canal Capital Management, LLC | 27,867 | $456.2 萬 | 1.30% | −655−2.3% | 減碼 |
| Tiemann Investment Advisors, LLC | 27,859 | $456.0 萬 | 2.17% | −255−0.9% | 減碼 |
| Zurich Insurance Group Ltd | 27,800 | $455.1 萬 | 0.05% | 00.0% | 不變 |
| Nikulski Financial, Inc. | 27,802 | $455.1 萬 | 2.10% | +531+1.9% | 加碼 |
| Hall Capital Management Co Inc | 27,737 | $454.0 萬 | 2.90% | +384+1.4% | 加碼 |
| Moloney Securities Asset Management, LLC | 27,696 | $453.4 萬 | 0.82% | −4,963−15.2% | 減碼 |
| tru Independence LLC | 27,674 | $453.0 萬 | 1.27% | +61+0.2% | 加碼 |
| JT Stratford LLC | 27,544 | $450.9 萬 | 1.38% | +553+2.0% | 加碼 |
| Goodwin Daniel L | 27,552 | $450.8 萬 | 2.09% | 00.0% | 不變 |
| Bank Hapoalim BM | 27,418 | $448.8 萬 | 0.47% | +18+0.1% | 加碼 |
| Capital Investment Advisory Services, LLC | 27,300 | $446.9 萬 | 0.56% | +2,071+8.2% | 加碼 |
| NEXT Financial Group, Inc | 27,257 | $446.2 萬 | 0.35% | +4,444+19.5% | 加碼 |
| American National Registered Investment Advisor, Inc. | 27,229 | $445.7 萬 | 1.61% | −99−0.4% | 減碼 |
| Altfest L J & Co Inc | 27,182 | $444.9 萬 | 0.93% | −1,003−3.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 27,136 | $444.2 萬 | 1.04% | +340+1.3% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 27,135 | $444.2 萬 | 0.05% | +3,465+14.6% | 加碼 |
| United Bank | 27,078 | $443.2 萬 | 2.81% | +573+2.2% | 加碼 |
| Proequities, Inc. | 27,020 | $442.3 萬 | 0.27% | +811+3.1% | 加碼 |
| Mathes Company, Inc. | 26,978 | $441.6 萬 | 1.64% | −1,285−4.5% | 減碼 |
| Procyon Private Wealth Partners, LLC | 26,855 | $439.6 萬 | 1.13% | +2,338+9.5% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 26,853 | $439.6 萬 | 0.80% | +23,230+641.2% | 加碼 |
| Hixon Zuercher, LLC | 26,794 | $438.6 萬 | 2.56% | +1,103+4.3% | 加碼 |