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 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $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 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 888,562 | $1.46 億 | 1.53% | +234,540+35.9% | 加碼 |
| ACR Alpine Capital Research, LLC | 879,375 | $1.44 億 | 8.16% | −19,528−2.2% | 減碼 |
| Susquehanna International Group, LLP | 877,008 | $1.44 億 | 0.18% | −2,119,887−70.7% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 870,646 | $1.43 億 | 1.31% | −23,646−2.6% | 減碼 |
| Nissay Asset Management Corp | 864,423 | $1.41 億 | 1.20% | +90,914+11.8% | 加碼 |
| American International Group, Inc. | 859,050 | $1.41 億 | 0.75% | −1,361,241−61.3% | 減碼 |
| Arizona State Retirement System | 844,151 | $1.38 億 | 1.13% | −10,806−1.3% | 減碼 |
| AMP Capital Investors Ltd | 832,893 | $1.36 億 | 0.75% | −172,282−17.1% | 減碼 |
| Capital Wealth Planning, LLC | 824,026 | $1.35 億 | 3.71% | +47,377+6.1% | 加碼 |
| Factory Mutual Insurance Co | 823,342 | $1.35 億 | 1.68% | −11,300−1.4% | 減碼 |
| Capital International Inc | 821,651 | $1.34 億 | 1.30% | −238,395−22.5% | 減碼 |
| Smead Capital Management, Inc. | 820,070 | $1.34 億 | 4.59% | +24,324+3.1% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 818,746 | $1.34 億 | 3.14% | +4,199+0.5% | 加碼 |
| Douglass Winthrop Advisors, LLC | 814,441 | $1.33 億 | 3.27% | −11,813−1.4% | 減碼 |
| Amalgamated Bank | 807,663 | $1.32 億 | 1.12% | −40,900−4.8% | 減碼 |
| Citadel Advisors LLC | 794,843 | $1.30 億 | 0.14% | +424,979+114.9% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 790,682 | $1.29 億 | 3.37% | −21,036−2.6% | 減碼 |
| Zacks Investment Management | 788,515 | $1.29 億 | 2.04% | +11,205+1.4% | 加碼 |
| Fort Washington Investment Advisors Inc | 785,663 | $1.29 億 | 0.82% | +423,963+117.2% | 加碼 |
| Compagnie Lombard Odier SCmA | 774,366 | $1.27 億 | 2.74% | +50,571+7.0% | 加碼 |
| Argent Capital Management LLC | 771,625 | $1.26 億 | 4.00% | −4,537−0.6% | 減碼 |
| Pinebridge Investments, L.P. | 760,793 | $1.25 億 | 1.49% | −106,368−12.3% | 減碼 |
| Gofen & Glossberg LLC | 760,093 | $1.24 億 | 2.92% | −4,754−0.6% | 減碼 |
| USS Investment Management Ltd | 753,124 | $1.23 億 | 1.06% | +573,460+319.2% | 加碼 |
| State of Michigan Retirement System | 750,343 | $1.23 億 | 0.70% | −10,600−1.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 747,268 | $1.22 億 | 0.66% | −74,714−9.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 744,500 | $1.22 億 | 0.22% | +29,625+4.1% | 加碼 |
| NFJ Investment Group, LLC | 742,034 | $1.21 億 | 2.38% | +19,983+2.8% | 加碼 |
| Comerica Bank | 704,174 | $1.21 億 | 0.73% | −139,040−16.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 728,038 | $1.19 億 | 0.15% | −27,067−3.6% | 減碼 |
| United Capital Financial Advisers, LLC | 724,921 | $1.19 億 | 0.59% | +5,754+0.8% | 加碼 |
| Natixis | 728,848 | $1.19 億 | 0.41% | +10,569+1.5% | 加碼 |
| Rathbone Brothers plc | 720,519 | $1.18 億 | 1.27% | +54,807+8.2% | 加碼 |
| CCLA Investment Management Ltd | 718,539 | $1.18 億 | 2.02% | −57,419−7.4% | 減碼 |
| Balyasny Asset Management LLC | 711,339 | $1.16 億 | 0.56% | +445,846+167.9% | 加碼 |
| Welch & Forbes LLC | 709,150 | $1.16 億 | 1.93% | −11,540−1.6% | 減碼 |
| AXA S.A. | 708,927 | $1.16 億 | 0.33% | −146,125−17.1% | 減碼 |
| Capitolis Advisors LLC | 695,977 | $1.16 億 | 1.05% | −2,211−0.3% | 減碼 |
| Meitav Dash Investments Ltd | 705,063 | $1.15 億 | 1.89% | +318,860+82.6% | 加碼 |
| Segall Bryant & Hamill, LLC | 702,395 | $1.15 億 | 1.10% | −885−0.1% | 減碼 |
| James Hambro & Partners | 698,443 | $1.14 億 | 8.53% | +20,604+3.0% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 676,676 | $1.11 億 | 2.11% | +3,178+0.5% | 加碼 |
| Bartlett & Co. LLC | 676,676 | $1.11 億 | 2.11% | +3,178+0.5% | 加碼 |
| MetLife Investment Management | 674,908 | $1.10 億 | 0.99% | −26,919−3.8% | 減碼 |
| CIBC Asset Management Inc | 671,922 | $1.10 億 | 0.44% | +7,846+1.2% | 加碼 |
| Phoenix Holdings Ltd. | 668,998 | $1.10 億 | 1.95% | −9,712−1.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 668,739 | $1.09 億 | 1.56% | −1,091−0.2% | 減碼 |
| Handelsbanken Fonder AB | 661,447 | $1.08 億 | 0.57% | +9,334+1.4% | 加碼 |
| MUFG Americas Holdings Corp | 660,272 | $1.08 億 | 2.05% | +24,705+3.9% | 加碼 |
| Forsta Ap-Fonden | 647,900 | $1.06 億 | 1.20% | −25,400−3.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 646,199 | $1.06 億 | 1.21% | −15,627−2.4% | 減碼 |
| Focused Investors LLC | 642,500 | $1.05 億 | 3.51% | −21,600−3.3% | 減碼 |
| Quilter Plc | 629,795 | $1.03 億 | 2.88% | +29,405+4.9% | 加碼 |
| Tiaa, FSB | 625,446 | $1.02 億 | 0.36% | +5,847+0.9% | 加碼 |
| Employees Retirement System of Texas | 625,258 | $1.02 億 | 1.19% | +693+0.1% | 加碼 |
| Bridgewater Associates, LP | 624,057 | $1.02 億 | 0.56% | +133,096+27.1% | 加碼 |
| Clark Capital Management Group, Inc. | 623,394 | $1.02 億 | 1.40% | +54,422+9.6% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 605,689 | $9,915 萬 | 0.92% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 604,332 | $9,892 萬 | 1.03% | +22,096+3.8% | 加碼 |
| Whittier Trust Co | 600,164 | $9,824 萬 | 1.79% | −4,356−0.7% | 減碼 |
| Kovitz Investment Group Partners, LLC | 594,718 | $9,735 萬 | 1.94% | −2,231−0.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 593,529 | $9,715 萬 | 1.25% | −14,977−2.5% | 減碼 |
| Williams Jones Wealth Management, LLC. | 592,863 | $9,705 萬 | 1.36% | −465−0.1% | 減碼 |
| TCW Group Inc | 578,346 | $9,467 萬 | 0.83% | −7,771−1.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 577,355 | $9,451 萬 | 0.24% | +28,167+5.1% | 加碼 |
| Creative Planning | 575,756 | $9,425 萬 | 0.17% | −9,291−1.6% | 減碼 |
| Peapack Gladstone Financial Corp | 573,904 | $9,394 萬 | 1.94% | +74,696+15.0% | 加碼 |
| Wilkinson Global Asset Management LLC | 573,376 | $9,386 萬 | 5.71% | −5,831−1.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 565,016 | $9,249 萬 | 0.46% | −17,121−2.9% | 減碼 |
| British Columbia Investment Management Corp | 559,962 | $9,166 萬 | 0.54% | −4,960−0.9% | 減碼 |
| Dodge & Cox | 554,441 | $9,076 萬 | 0.06% | −57,188−9.4% | 減碼 |
| Beck Mack & Oliver LLC | 541,912 | $8,871 萬 | 2.30% | −6,217−1.1% | 減碼 |
| HM Payson & Co | 541,580 | $8,865 萬 | 2.16% | +6,403+1.2% | 加碼 |
| SEI Investments Co | 540,051 | $8,833 萬 | 0.19% | −108,733−16.8% | 減碼 |
| PGGM Investments | 537,862 | $8,804 萬 | 0.45% | −80,045−13.0% | 減碼 |
| Utah Retirement Systems | 537,569 | $8,800 萬 | 1.19% | −35,900−6.3% | 減碼 |
| Manning & Napier Group, LLC | 535,297 | $8,762 萬 | 0.75% | −12,947−2.4% | 減碼 |
| Evercore Wealth Management, LLC | 532,528 | $8,717 萬 | 1.58% | +7,686+1.5% | 加碼 |
| Crawford Investment Counsel Inc | 527,957 | $8,642 萬 | 1.76% | −3,020−0.6% | 減碼 |
| Wafra Inc. | 514,506 | $8,422 萬 | 3.08% | 00.0% | 不變 |
| Park National Corp | 513,028 | $8,398 萬 | 3.54% | −4,033−0.8% | 減碼 |
| Tredje AP-fonden | 508,908 | $8,330 萬 | 1.75% | +508,908 | 新進 |
| Gabelli Funds LLC | 496,617 | $8,129 萬 | 0.54% | −6,550−1.3% | 減碼 |
| State of Alaska, Department of Revenue | 496,064 | $8,120 萬 | 0.82% | −41,292−7.7% | 減碼 |
| Boston Private Wealth LLC | 494,856 | $8,100 萬 | 1.04% | −46,204−8.5% | 減碼 |
| RNC Capital Management LLC | 494,438 | $8,094 萬 | 4.30% | −290−0.1% | 減碼 |
| Basswood Capital Management, L.L.C. | 491,000 | $8,037 萬 | 3.26% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 490,282 | $8,025 萬 | 1.62% | +1,295+0.3% | 加碼 |
| MML Investors Services, LLC | 487,995 | $7,988 萬 | 0.64% | +20,025+4.3% | 加碼 |
| Avalon Investment & Advisory | 479,781 | $7,854 萬 | 1.82% | −21,666−4.3% | 減碼 |
| Cornerstone Investment Partners, LLC | 473,979 | $7,759 萬 | 4.48% | −13,906−2.9% | 減碼 |
| Staley Capital Advisers Inc | 466,543 | $7,637 萬 | 4.10% | −2,390−0.5% | 減碼 |
| Financial Counselors Inc | 464,128 | $7,597 萬 | 1.63% | +5,058+1.1% | 加碼 |
| Texas Permanent School Fund | 461,617 | $7,556 萬 | 0.93% | −41,277−8.2% | 減碼 |
| Polaris Capital Management, LLC | 458,551 | $7,506 萬 | 2.39% | −4,300−0.9% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 457,984 | $7,497 萬 | 2.42% | +3,909+0.9% | 加碼 |
| Mackay Shields LLC | 456,478 | $7,472 萬 | 0.70% | −19,312−4.1% | 減碼 |
| EP Wealth Advisors, LLC | 455,838 | $7,462 萬 | 2.05% | +22,829+5.3% | 加碼 |
| Miller Value Partners, LLC | 451,963 | $7,398 萬 | 2.52% | −2,163−0.5% | 減碼 |
| Edmond de Rothschild Holding S.A. | 448,240 | $7,337 萬 | 1.70% | +100,189+28.8% | 加碼 |