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 5,159 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 | 5,159 | $6,437 億 |
| 2026 年第 1 季 | 5,104 | $5,720 億 |
| 2025 年第 4 季 | 5,155 | $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 |
|---|---|---|---|---|---|
| VisionPoint Advisory Group, LLC | 7,253 | $121.9 萬 | 0.54% | −1,625−18.3% | 減碼 |
| Weather Gauge Advisory, LLC | 7,448 | $121.9 萬 | 1.57% | −493−6.2% | 減碼 |
| Advus Financial Partners, LLC | 7,696 | $121.9 萬 | 0.67% | +7,696 | 新進 |
| Princeton Capital Management LLC | 7,442 | $121.8 萬 | 0.39% | −36−0.5% | 減碼 |
| Purus Wealth Management, LLC | 7,438 | $121.8 萬 | 0.84% | +281+3.9% | 加碼 |
| MBA Advisors LLC | 7,435 | $121.7 萬 | 0.90% | +30.0% | 加碼 |
| Carmichael Hill & Associates, Inc. | 7,397 | $121.1 萬 | 0.68% | +41+0.6% | 加碼 |
| IFG Advisors, LLC | 7,398 | $121.1 萬 | 0.56% | +66+0.9% | 加碼 |
| Signet Financial Management, LLC | 7,357 | $120.4 萬 | 0.21% | +1,091+17.4% | 加碼 |
| Tradition Wealth Management, LLC | 7,331 | $120.0 萬 | 0.17% | +273+3.9% | 加碼 |
| Insight Wealth Strategies, LLC | 7,334 | $120.0 萬 | 0.17% | +444+6.4% | 加碼 |
| Bouchey Financial Group Ltd | 7,332 | $120.0 萬 | 0.17% | +1,195+19.5% | 加碼 |
| Atlas Capital Advisors LLC | 7,317 | $119.8 萬 | 0.19% | 00.0% | 不變 |
| Paulson Wealth Management Inc. | 7,314 | $119.7 萬 | 0.57% | −354−4.6% | 減碼 |
| Iron Financial, LLC | 7,310 | $119.7 萬 | 0.57% | −111−1.5% | 減碼 |
| M. Kraus & Co | 7,313 | $119.7 萬 | 0.43% | +11+0.2% | 加碼 |
| Armbruster Capital Management, Inc. | 7,287 | $119.3 萬 | 0.34% | 00.0% | 不變 |
| Insight Advisors, LLC | 7,024 | $118.2 萬 | 0.35% | +558+8.6% | 加碼 |
| Sippican Capital Advisors | 7,215 | $118.1 萬 | 1.02% | −95−1.3% | 減碼 |
| Proffitt & Goodson Inc | 7,215 | $118.1 萬 | 0.22% | 00.0% | 不變 |
| Alesco Advisors LLC | 7,205 | $117.9 萬 | 0.04% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 7,196 | $117.8 萬 | 0.70% | −200−2.7% | 減碼 |
| Collective Family Office LLC | 7,198 | $117.8 萬 | 0.51% | +51+0.7% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 7,195 | $117.8 萬 | 0.08% | +175+2.5% | 加碼 |
| Stephenson National Bank & Trust | 7,180 | $117.5 萬 | 0.75% | +350+5.1% | 加碼 |
| HMS Capital Management, LLC | 7,176 | $117.5 萬 | 0.55% | +976+15.7% | 加碼 |
| First Quadrant L P | 7,169 | $117.3 萬 | 0.14% | +471+7.0% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 7,145 | $117.0 萬 | 0.84% | −1,888−20.9% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 7,120 | $116.5 萬 | 0.57% | +108+1.5% | 加碼 |
| Carolinas Wealth Consulting LLC | 7,089 | $116.0 萬 | 0.27% | −450−6.0% | 減碼 |
| Wealth Management Partners, LLC | 7,087 | $116.0 萬 | 0.86% | −29−0.4% | 減碼 |
| Personal Cfo Solutions, LLC | 7,068 | $115.7 萬 | 0.24% | +92+1.3% | 加碼 |
| Meridian Financial Partners LLC | 7,163 | $115.3 萬 | 0.77% | −26−0.4% | 減碼 |
| Baystate Wealth Management LLC | 7,044 | $115.3 萬 | 0.11% | +247+3.6% | 加碼 |
| Northside Capital Management, LLC | 7,021 | $114.9 萬 | 0.32% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 6,989 | $114.4 萬 | 0.20% | +39+0.6% | 加碼 |
| Summit Financial Strategies, Inc. | 6,978 | $114.2 萬 | 0.24% | −727−9.4% | 減碼 |
| Affiance Financial, LLC | 6,979 | $114.2 萬 | 0.50% | −12−0.2% | 減碼 |
| First Citizens Financial Corp | 6,964 | $114.0 萬 | 0.91% | −125−1.8% | 減碼 |
| Investors Research Corp | 6,935 | $113.5 萬 | 0.38% | −5−0.1% | 減碼 |
| Greylin Investment Mangement Inc | 6,900 | $112.9 萬 | 0.23% | −50−0.7% | 減碼 |
| SignalPoint Asset Management, LLC | 6,897 | $112.9 萬 | 0.36% | +163+2.4% | 加碼 |
| Dixon Hubard Feinour & Brown Inc | 6,897 | $112.9 萬 | 0.24% | +680+10.9% | 加碼 |
| Successful Portfolios LLC | 6,865 | $112.4 萬 | 0.67% | +72+1.1% | 加碼 |
| Galibier Capital Management Ltd. | 6,831 | $111.8 萬 | 0.15% | 00.0% | 不變 |
| Michael B. Yongue | 6,817 | $111.6 萬 | 0.82% | −511−7.0% | 減碼 |
| Bigelow Investment Advisors, LLC | 6,817 | $111.6 萬 | 0.55% | +183+2.8% | 加碼 |
| Syntal Capital Partners, LLC | 6,815 | $111.5 萬 | 0.39% | −338−4.7% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 6,800 | $111.3 萬 | 0.07% | −2,436−26.4% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 6,798 | $111.3 萬 | 0.04% | −297−4.2% | 減碼 |
| Winmill & Co. Inc | 6,800 | $111.3 萬 | 0.36% | 00.0% | 不變 |
| Veracity Capital LLC | 6,769 | $110.8 萬 | 0.48% | −140,500−95.4% | 減碼 |
| Oak Ridge Investments LLC | 6,766 | $110.8 萬 | 0.10% | 00.0% | 不變 |
| Portland Investment Counsel Inc. | 6,765 | $110.7 萬 | 0.50% | 00.0% | 不變 |
| HBW Advisory Services LLC | 6,754 | $110.6 萬 | 0.29% | −509−7.0% | 減碼 |
| Saturna Capital CORP | 6,751 | $110.5 萬 | 0.02% | −6,000−47.1% | 減碼 |
| First National Bank of Hutchinson | 6,728 | $110.1 萬 | 0.62% | +53+0.8% | 加碼 |
| BNC Wealth Management, LLC | 6,725 | $110.1 萬 | 0.65% | +101+1.5% | 加碼 |
| Hotaling Investment Management, LLC | 6,709 | $109.8 萬 | 0.46% | −50−0.7% | 減碼 |
| State of Wyoming | 6,696 | $109.6 萬 | 0.70% | +3,106+86.5% | 加碼 |
| Cherry Creek Investment Advisors, Inc. | 6,697 | $109.6 萬 | 0.73% | +3,925+141.6% | 加碼 |
| Pasadena Private Wealth, LLC | 6,678 | $109.3 萬 | 0.38% | +66+1.0% | 加碼 |
| TFC Financial Management | 6,666 | $109.1 萬 | 0.36% | +966+16.9% | 加碼 |
| Northwest Wealth Management, LLC | 6,661 | $109.0 萬 | 0.57% | +10+0.2% | 加碼 |
| Renasant Bank | 6,644 | $108.7 萬 | 0.86% | −1,376−17.2% | 減碼 |
| REDW Wealth LLC | 6,625 | $108.5 萬 | 0.35% | −82−1.2% | 減碼 |
| Dean Investment Associates, LLC | 6,627 | $108.5 萬 | 0.20% | −48−0.7% | 減碼 |
| Legacy Wealth Asset Management, LLC | 6,622 | $108.4 萬 | 0.50% | +4+0.1% | 加碼 |
| Rodgers Brothers Inc. | 6,607 | $108.1 萬 | 0.22% | −40−0.6% | 減碼 |
| Cambridge Advisors Inc. | 6,603 | $108.1 萬 | 0.26% | +23+0.3% | 加碼 |
| Advisor OS, LLC | 6,586 | $107.8 萬 | 0.23% | −123−1.8% | 減碼 |
| Cypress Wealth Services, LLC | 6,582 | $107.7 萬 | 0.32% | −786−10.7% | 減碼 |
| Twin Focus Capital Partners, LLC | 6,581 | $107.7 萬 | 0.25% | +87+1.3% | 加碼 |
| Capital Management Associates | 6,575 | $107.6 萬 | 1.06% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 6,568 | $107.5 萬 | 0.04% | +6,568 | 新進 |
| Solstein Capital, LLC | 6,561 | $107.4 萬 | 0.62% | +2,903+79.4% | 加碼 |
| Resource Planning Group | 6,534 | $107.0 萬 | 0.67% | −116−1.7% | 減碼 |
| Cozad Asset Management Inc | 6,535 | $107.0 萬 | 0.17% | 00.0% | 不變 |
| Security National Bank | 6,538 | $107.0 萬 | 0.27% | +1,066+19.5% | 加碼 |
| Reitz Capital Advisors LLC | 6,527 | $106.8 萬 | 0.80% | −1,325−16.9% | 減碼 |
| Alta Wealth Advisors LLC | 6,524 | $106.8 萬 | 0.78% | +20.0% | 加碼 |
| Wagner Wealth Management, LLC | 6,288 | $106.8 萬 | 0.85% | −155−2.4% | 減碼 |
| Simon Quick Advisors, LLC | 6,524 | $106.7 萬 | 0.27% | +746+12.9% | 加碼 |
| Denali Advisors LLC | 6,500 | $106.4 萬 | 0.45% | +2,800+75.7% | 加碼 |
| Maven Securities LTD | 6,495 | $106.3 萬 | 0.12% | −425−6.1% | 減碼 |
| Foundations Investment Advisors, LLC | 6,298 | $106.2 萬 | 0.05% | +746+13.4% | 加碼 |
| Sterneck Capital Management, LLC | 6,462 | $105.8 萬 | 0.67% | 00.0% | 不變 |
| Investors Financial Group, LLC | 6,454 | $105.7 萬 | 0.56% | +655+11.3% | 加碼 |
| Single Point Partners, LLC | 6,449 | $105.6 萬 | 2.31% | −527−7.6% | 減碼 |
| Tennessee Valley Asset Management Partners | 6,416 | $105.0 萬 | 0.40% | +6,416 | 新進 |
| Donald L. Hagan, LLC | 6,383 | $104.5 萬 | 0.61% | +408+6.8% | 加碼 |
| Future Financial Wealth Managment LLC | 6,713 | $104.4 萬 | 1.07% | 00.0% | 不變 |
| Castle Rock Wealth Management, LLC | 6,173 | $104.4 萬 | 0.36% | +20+0.3% | 加碼 |
| Kozak & Associates, Inc. | 6,249 | $104.1 萬 | 0.62% | +6,249 | 新進 |
| Wilkins Investment Counsel Inc | 6,354 | $104.0 萬 | 0.25% | −125−1.9% | 減碼 |
| Western Financial Corporation | 6,355 | $104.0 萬 | 0.62% | −17−0.3% | 減碼 |
| Westfield Capital Management Co LP | 6,300 | $103.1 萬 | 0.01% | 00.0% | 不變 |
| Vision Capital Management, Inc. | 6,301 | $103.1 萬 | 0.17% | 00.0% | 不變 |
| Foresight Wealth Management, LLC | 6,291 | $103.0 萬 | 0.45% | −379−5.7% | 減碼 |
| Skba Capital Management LLC | 6,282 | $102.8 萬 | 0.20% | −100−1.6% | 減碼 |