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 |
|---|---|---|---|---|---|
| Nwam LLC | 23,600 | $386.3 萬 | 0.35% | −850−3.5% | 減碼 |
| Evermay Wealth Management LLC | 23,585 | $386.1 萬 | 0.75% | −1,036−4.2% | 減碼 |
| Nichols & Pratt Advisers LLP | 23,093 | $386.0 萬 | 0.29% | 00.0% | 不變 |
| Peddock Capital Advisors, LLC | 23,546 | $385.4 萬 | 1.37% | +108+0.5% | 加碼 |
| Platform Technology Partners | 23,510 | $384.8 萬 | 1.75% | −4,495−16.1% | 減碼 |
| Lee Danner & Bass Inc | 23,490 | $384.5 萬 | 0.35% | −910−3.7% | 減碼 |
| FLC Capital Advisors | 23,473 | $384.2 萬 | 1.13% | 00.0% | 不變 |
| Liberty Capital Management, Inc. | 23,472 | $384.2 萬 | 1.13% | +606+2.7% | 加碼 |
| Anchor Investment Management, LLC | 23,469 | $384.2 萬 | 0.53% | +917+4.1% | 加碼 |
| MV Capital Management, Inc. | 23,463 | $384.1 萬 | 0.64% | +4,100+21.2% | 加碼 |
| Roberts Wealth Advisors, LLC | 23,464 | $384.1 萬 | 1.52% | +23,464 | 新進 |
| Indiana Trust & Investment Management CO | 23,455 | $383.9 萬 | 1.93% | −1,654−6.6% | 減碼 |
| Grove Bank & Trust | 23,425 | $383.4 萬 | 0.81% | +1,071+4.8% | 加碼 |
| RDA Financial Network | 23,392 | $382.9 萬 | 1.69% | −400−1.7% | 減碼 |
| Gradient Capital Advisors, LLC | 23,334 | $382.0 萬 | 1.75% | +781+3.5% | 加碼 |
| Aspen Investment Management Inc | 23,248 | $380.5 萬 | 2.01% | +625+2.8% | 加碼 |
| First Commonwealth Financial Corp | 23,239 | $380.4 萬 | 1.37% | −458−1.9% | 減碼 |
| TCG Advisory Services, LLC | 23,204 | $379.8 萬 | 1.00% | +101+0.4% | 加碼 |
| SOA Wealth Advisors, LLC. | 23,197 | $379.7 萬 | 0.97% | +39+0.2% | 加碼 |
| Spirit of America Management Corp | 23,142 | $378.9 萬 | 0.82% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 23,137 | $378.8 萬 | 1.95% | −4,459−16.2% | 減碼 |
| Hayek Kallen Investment Management | 23,136 | $378.7 萬 | 1.73% | −200−0.9% | 減碼 |
| Arkadios Wealth Advisors | 23,134 | $378.6 萬 | 0.55% | −5,838−20.2% | 減碼 |
| Balasa Dinverno & Foltz LLC | 23,132 | $378.6 萬 | 0.26% | +1,046+4.7% | 加碼 |
| Avidian Wealth Solutions, LLC | 23,089 | $377.9 萬 | 0.29% | +1,856+8.7% | 加碼 |
| SlateStone Wealth, LLC | 23,054 | $377.4 萬 | 0.86% | −288−1.2% | 減碼 |
| Union Heritage Capital, LLC | 23,000 | $376.5 萬 | 1.77% | 00.0% | 不變 |
| Butensky & Cohen Financial Security, Inc | 22,988 | $376.3 萬 | 1.50% | +21+0.1% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 22,974 | $376.1 萬 | 1.26% | +72+0.3% | 加碼 |
| Wealthcare Advisory Partners LLC | 22,952 | $375.7 萬 | 0.25% | +955+4.3% | 加碼 |
| Rehmann Capital Advisory Group | 23,049 | $374.9 萬 | 0.36% | +278+1.2% | 加碼 |
| Norway Savings Bank | 22,886 | $374.7 萬 | 1.76% | +267+1.2% | 加碼 |
| Magnus Financial Group LLC | 22,891 | $374.7 萬 | 0.79% | +618+2.8% | 加碼 |
| Independent Financial Group, LLC | 22,707 | $371.7 萬 | 0.38% | −204−0.9% | 減碼 |
| Investment Research & Advisory Group, Inc. | 22,567 | $371.4 萬 | 2.48% | +128+0.6% | 加碼 |
| Platte River Wealth Advisors, LLC | 22,670 | $371.1 萬 | 1.37% | +14,867+190.5% | 加碼 |
| Harbor Advisory Corp | 22,648 | $370.7 萬 | 1.61% | +85+0.4% | 加碼 |
| Piscataqua Savings Bank | 22,621 | $370.3 萬 | 3.20% | +20+0.1% | 加碼 |
| Sutton Wealth Advisors Inc. | 22,573 | $369.5 萬 | 1.36% | +317+1.4% | 加碼 |
| Blue Fin Capital, Inc. | 22,538 | $368.9 萬 | 1.13% | −87−0.4% | 減碼 |
| Pinnacle Bancorp, Inc. | 22,538 | $368.9 萬 | 1.48% | +11,189+98.6% | 加碼 |
| Valmark Advisers, Inc. | 22,489 | $368.1 萬 | 0.07% | +48+0.2% | 加碼 |
| Wunderlich Capital Managemnt | 22,486 | $368.1 萬 | 1.77% | +620+2.8% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 22,455 | $367.6 萬 | 0.30% | +950+4.4% | 加碼 |
| Heritage Way Advisors, LLC | 22,434 | $367.2 萬 | 1.53% | −39−0.2% | 減碼 |
| Canton Hathaway, LLC | 22,390 | $366.5 萬 | 1.05% | +685+3.2% | 加碼 |
| Claraphi Advisory Network, LLC | 22,323 | $365.4 萬 | 1.29% | −70.0% | 減碼 |
| Pavion Blue Capital, LLC | 22,287 | $364.8 萬 | 2.27% | −155−0.7% | 減碼 |
| Beaton Management Co. Inc. | 22,278 | $364.7 萬 | 2.41% | −60.0% | 減碼 |
| Compton Wealth Advisory Group, LLC | 22,267 | $364.5 萬 | 1.71% | −350−1.5% | 減碼 |
| Wealthsource Partners, LLC | 22,192 | $363.3 萬 | 0.32% | +1,927+9.5% | 加碼 |
| Proquility Private Wealth Partners, LLC | 22,109 | $361.9 萬 | 1.37% | +581+2.7% | 加碼 |
| AllGen Financial Advisors, Inc. | 22,084 | $361.5 萬 | 2.95% | +4,404+24.9% | 加碼 |
| First United Bank Trust | 22,060 | $361.1 萬 | 1.47% | +82+0.4% | 加碼 |
| Merit Financial Group, LLC | 21,972 | $359.7 萬 | 0.38% | +981+4.7% | 加碼 |
| Cascadia Advisory Services, LLC | 21,927 | $358.9 萬 | 0.73% | +156+0.7% | 加碼 |
| Leisure Capital Management | 21,915 | $358.7 萬 | 1.93% | +1,314+6.4% | 加碼 |
| Adirondack Trust Co | 21,104 | $358.6 萬 | 1.71% | −176−0.8% | 減碼 |
| Evoke Wealth, LLC | 21,879 | $358.1 萬 | 0.13% | +2,113+10.7% | 加碼 |
| Nicolet Bankshares Inc | 21,795 | $356.8 萬 | 0.92% | +1,271+6.2% | 加碼 |
| Founders Financial Alliance, LLC | 21,792 | $356.7 萬 | 1.67% | +596+2.8% | 加碼 |
| Armor Investment Advisors, LLC | 21,729 | $355.7 萬 | 2.23% | −554−2.5% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 21,730 | $355.7 萬 | 2.59% | −25−0.1% | 減碼 |
| Boston Financial Mangement LLC | 21,723 | $355.6 萬 | 0.14% | +2,697+14.2% | 加碼 |
| Almanack Investment Partners, LLC. | 21,703 | $355.3 萬 | 0.31% | +975+4.7% | 加碼 |
| Poehling Capital Management, LLC | 21,684 | $354.9 萬 | 1.20% | −709−3.2% | 減碼 |
| Columbia Trust Co 01012016 | 21,622 | $353.9 萬 | 1.87% | +691+3.3% | 加碼 |
| Farr Miller & Washington LLC | 21,592 | $353.4 萬 | 0.23% | 00.0% | 不變 |
| Modus Advisors, LLC | 21,527 | $352.4 萬 | 1.52% | +97+0.5% | 加碼 |
| Affinity Wealth Management LLC | 21,251 | $352.3 萬 | 0.72% | −571−2.6% | 減碼 |
| Court Place Advisors, LLC | 21,486 | $351.7 萬 | 1.04% | −200−0.9% | 減碼 |
| Cordatus Wealth Management LLC | 21,468 | $351.4 萬 | 2.70% | +21,468 | 新進 |
| VeraBank, N.A. | 21,443 | $351.0 萬 | 1.99% | +770+3.7% | 加碼 |
| Cobblestone Capital Advisors LLC | 21,337 | $349.3 萬 | 0.24% | −1,450−6.4% | 減碼 |
| New Potomac Partners, LLC | 21,300 | $348.7 萬 | 2.41% | −150−0.7% | 減碼 |
| Essex Savings Bank | 21,765 | $348.1 萬 | 1.27% | +354+1.7% | 加碼 |
| Investment Partners, Ltd. | 21,241 | $347.7 萬 | 1.58% | −72−0.3% | 減碼 |
| Brightworth | 21,245 | $347.7 萬 | 0.32% | +1,754+9.0% | 加碼 |
| Lederer & Associates Investment Counsel | 21,170 | $346.5 萬 | 2.24% | +227+1.1% | 加碼 |
| Little House Capital LLC | 21,114 | $345.6 萬 | 2.03% | −4,851−18.7% | 減碼 |
| Great Diamond Partners, LLC | 21,083 | $345.1 萬 | 0.95% | +1,363+6.9% | 加碼 |
| Northstar Asset Management LLC | 21,058 | $344.7 萬 | 0.90% | +250+1.2% | 加碼 |
| WC Walker & Associates, Inc. | 21,032 | $344.3 萬 | 1.84% | +364+1.8% | 加碼 |
| Convergence Investment Partners, LLC | 20,920 | $342.4 萬 | 1.84% | −6,331−23.2% | 減碼 |
| Oarsman Capital, Inc. | 20,901 | $342.1 萬 | 1.38% | −928−4.3% | 減碼 |
| Advisors Management Group Inc | 20,854 | $341.4 萬 | 1.06% | +142+0.7% | 加碼 |
| Ashfield Capital Partners, LLC | 20,828 | $340.9 萬 | 0.24% | 00.0% | 不變 |
| CNB Bank | 20,806 | $340.6 萬 | 2.05% | +1,322+6.8% | 加碼 |
| Intellectus Partners, LLC | 20,781 | $340.2 萬 | 0.82% | +37+0.2% | 加碼 |
| McMillion Capital Management Inc | 20,745 | $339.6 萬 | 2.00% | −1,994−8.8% | 減碼 |
| Integrated Investment Consultants, LLC | 20,703 | $338.9 萬 | 0.99% | +220+1.1% | 加碼 |
| Studio Investment Management LLC | 20,648 | $338.0 萬 | 1.45% | +20,648 | 新進 |
| Vantis Investment Advisers L.P. | 20,600 | $337.2 萬 | 3.53% | −39,100−65.5% | 減碼 |
| Sawyer & Company, Inc | 20,589 | $337.0 萬 | 1.59% | −150−0.7% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,572 | $336.7 萬 | 1.10% | +14+0.1% | 加碼 |
| Clear Creek Financial Management, LLC | 20,567 | $336.7 萬 | 0.54% | +972+5.0% | 加碼 |
| Fiera Capital Corp | 20,561 | $336.5 萬 | 0.01% | −4,907−19.3% | 減碼 |
| Pacifica Partners Inc. | 20,630 | $336.0 萬 | 2.45% | −54−0.3% | 減碼 |
| OPSEU Pension Plan Trust Fund | 20,219 | $333.9 萬 | 0.84% | −307−1.5% | 減碼 |
| Elgethun Capital Management | 20,370 | $333.6 萬 | 1.15% | −64−0.3% | 減碼 |