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 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 444,535 | $7,277 萬 | 0.38% | −67,370−13.2% | 減碼 |
| E. Ohman J:or Asset Management AB | 440,485 | $7,210 萬 | 2.27% | +300+0.1% | 加碼 |
| Seizert Capital Partners, LLC | 439,582 | $7,196 萬 | 3.30% | +9,255+2.2% | 加碼 |
| Umb Bank N A | 439,520 | $7,195 萬 | 1.62% | +3,558+0.8% | 加碼 |
| Bowen Hanes & Co Inc | 438,076 | $7,171 萬 | 2.20% | +3,095+0.7% | 加碼 |
| Berkshire Asset Management LLC | 437,537 | $7,162 萬 | 4.79% | +6,089+1.4% | 加碼 |
| Private Advisor Group, LLC | 434,750 | $7,116 萬 | 0.45% | +134,409+44.8% | 加碼 |
| Gamco Investors, Inc. Et Al | 430,633 | $7,049 萬 | 0.62% | −25,715−5.6% | 減碼 |
| Cooke & Bieler LP | 423,039 | $6,925 萬 | 0.63% | −7,332−1.7% | 減碼 |
| Becker Capital Management Inc | 423,006 | $6,924 萬 | 2.92% | +513+0.1% | 加碼 |
| Corvex Management LP | 422,998 | $6,924 萬 | 3.04% | +1,398+0.3% | 加碼 |
| Prio Wealth Limited Partnership | 422,345 | $6,913 萬 | 2.33% | −2,692−0.6% | 減碼 |
| Squarepoint Ops LLC | 421,051 | $6,892 萬 | 0.48% | +298,780+244.4% | 加碼 |
| HRT Financial LP | 417,820 | $6,839 萬 | 0.42% | +208,577+99.7% | 加碼 |
| Westpac Banking Corp | 417,610 | $6,836 萬 | 0.73% | −70,469−14.4% | 減碼 |
| People's United Financial, Inc. | 413,903 | $6,775 萬 | 1.51% | −1,093−0.3% | 減碼 |
| Captrust Financial Advisors | 413,612 | $6,770 萬 | 0.56% | +39,718+10.6% | 加碼 |
| Jane Street Group, LLC | 413,120 | $6,762 萬 | 0.17% | −240,881−36.8% | 減碼 |
| Mutual of America Capital Management LLC | 412,242 | $6,748 萬 | 0.67% | −3,048−0.7% | 減碼 |
| Swiss Life Asset Management Ltd | 408,600 | $6,687 萬 | 0.93% | −37,376−8.4% | 減碼 |
| Pinnacle Associates Ltd | 407,112 | $6,664 萬 | 1.23% | +3,152+0.8% | 加碼 |
| Washington Trust Co | 406,668 | $6,657 萬 | 1.88% | −2,474−0.6% | 減碼 |
| IFM Investors Pty Ltd | 404,096 | $6,615 萬 | 1.37% | −938−0.2% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 403,304 | $6,602 萬 | 1.56% | +3,641+0.9% | 加碼 |
| Guggenheim Capital LLC | 402,861 | $6,595 萬 | 0.40% | +31,575+8.5% | 加碼 |
| Colony Group LLC | 401,543 | $6,573 萬 | 1.26% | +3,281+0.8% | 加碼 |
| Jupiter Asset Management Ltd | 400,967 | $6,565 萬 | 0.74% | −50,108−11.1% | 減碼 |
| Guidance Point Advisors, LLC | 400,544 | $6,557 萬 | 23.93% | +20.0% | 加碼 |
| Commerzbank Aktiengesellschaft | 393,712 | $6,445 萬 | 3.85% | +46,514+13.4% | 加碼 |
| Country Trust Bank | 392,037 | $6,417 萬 | 1.88% | +53,610+15.8% | 加碼 |
| Cambridge Trust Co | 391,154 | $6,403 萬 | 2.42% | +328+0.1% | 加碼 |
| Cerity Partners LLC | 391,099 | $6,402 萬 | 1.41% | +4,855+1.3% | 加碼 |
| Barrett Asset Management, LLC | 389,047 | $6,368 萬 | 2.92% | −2,923−0.7% | 減碼 |
| Kestra Advisory Services, LLC | 388,237 | $6,355 萬 | 0.64% | +15,277+4.1% | 加碼 |
| Nicholas Company, Inc. | 382,655 | $6,264 萬 | 1.10% | +250.0% | 加碼 |
| Giverny Capital Inc.大師吉維尼資本 | 381,770 | $6,249 萬 | 3.73% | +18,282+5.0% | 加碼 |
| Bokf, NA | 381,502 | $6,245 萬 | 1.07% | +381,502 | 新進 |
| D.A. Davidson & Co. | 380,098 | $6,222 萬 | 0.72% | +8,072+2.2% | 加碼 |
| Investment Management Corp of Ontario | 380,000 | $6,220 萬 | 4.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 378,971 | $6,203 萬 | 1.07% | +26,906+7.6% | 加碼 |
| Associated Banc-Corp | 376,932 | $6,170 萬 | 2.44% | −1660.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 374,466 | $6,130 萬 | 0.71% | −6,008−1.6% | 減碼 |
| Waters Parkerson & Co., LLC | 372,764 | $6,102 萬 | 3.51% | −1,103−0.3% | 減碼 |
| Pinnacle Financial Partners Inc | 371,685 | $6,084 萬 | 2.14% | +95,408+34.5% | 加碼 |
| RMB Capital Management, LLC | 365,755 | $5,987 萬 | 1.97% | +6,426+1.8% | 加碼 |
| Advisors Asset Management, Inc. | 364,088 | $5,960 萬 | 0.91% | −46,395−11.3% | 減碼 |
| Davis R M Inc | 363,370 | $5,948 萬 | 1.47% | +15,596+4.5% | 加碼 |
| Todd Asset Management LLC | 362,660 | $5,936 萬 | 1.36% | −2,198−0.6% | 減碼 |
| Synovus Financial Corp | 359,075 | $5,875 萬 | 0.62% | +3,026+0.8% | 加碼 |
| Brandes Investment Partners, LP | 354,877 | $5,809 萬 | 1.26% | −5,875−1.6% | 減碼 |
| TCTC Holdings, LLC | 354,233 | $5,799 萬 | 2.68% | +713+0.2% | 加碼 |
| Vaughan David Investments LLC | 353,867 | $5,792 萬 | 1.85% | −3,924−1.1% | 減碼 |
| MAI Capital Management | 352,236 | $5,766 萬 | 1.12% | +26,221+8.0% | 加碼 |
| Metropolitan Life Insurance Co | 351,140 | $5,748 萬 | 0.83% | −16,653−4.5% | 減碼 |
| GWM Advisors LLC | 348,073 | $5,698 萬 | 1.41% | +23,162+7.1% | 加碼 |
| Henshaw Capital LLC | 347,232 | $5,684 萬 | 3.55% | +480.0% | 加碼 |
| Conning Inc. | 346,956 | $5,676 萬 | 1.63% | +6,309+1.9% | 加碼 |
| Nan Shan Life Insurance Co., Ltd. | 344,390 | $5,637 萬 | 0.94% | +78,990+29.8% | 加碼 |
| InterOcean Capital Group, LLC | 342,257 | $5,602 萬 | 2.82% | +22,930+7.2% | 加碼 |
| Marshall Wace North America L.P. | 341,636 | $5,592 萬 | 0.24% | −368,286−51.9% | 減碼 |
| Virginia Retirement Systems Et Al | 340,258 | $5,570 萬 | 0.57% | −79,300−18.9% | 減碼 |
| Beutel, Goodman & Co Ltd. | 339,902 | $5,564 萬 | 0.34% | +14,078+4.3% | 加碼 |
| Banco Santander, S.A. | 339,322 | $5,554 萬 | 0.30% | −5,546−1.6% | 減碼 |
| Cambiar Investors LLC | 338,637 | $5,543 萬 | 1.90% | +2,041+0.6% | 加碼 |
| Foundry Partners, LLC | 338,399 | $5,539 萬 | 1.99% | −1,205−0.4% | 減碼 |
| Principle Wealth Partners LLC | 334,598 | $5,477 萬 | 6.32% | +463+0.1% | 加碼 |
| Westwood Holdings Group Inc. | 332,323 | $5,440 萬 | 0.59% | −14,384−4.1% | 減碼 |
| Oppenheimer & Co Inc | 328,688 | $5,380 萬 | 1.01% | +2,135+0.7% | 加碼 |
| Eastern Bank | 327,352 | $5,359 萬 | 2.59% | −750.0% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 327,117 | $5,355 萬 | 4.01% | +10,420+3.3% | 加碼 |
| Osterweis Capital Management Inc | 325,916 | $5,335 萬 | 2.91% | −19,995−5.8% | 減碼 |
| Ninety One UK Ltd | 325,021 | $5,320 萬 | 0.14% | +118,342+57.3% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 337,094 | $5,310 萬 | 1.81% | 00.0% | 不變 |
| Raymond James Trust N.A. | 320,907 | $5,253 萬 | 1.75% | +1,510+0.5% | 加碼 |
| Fiduciary Trust Co | 320,804 | $5,251 萬 | 0.93% | −2,182−0.7% | 減碼 |
| Private Management Group Inc | 319,903 | $5,237 萬 | 2.19% | −3,519−1.1% | 減碼 |
| Palladium Partners LLC | 319,148 | $5,224 萬 | 2.38% | −3,070−1.0% | 減碼 |
| Parsec Financial Management, Inc. | 310,086 | $5,203 萬 | 2.21% | −6,315−2.0% | 減碼 |
| Madison Asset Management, LLC | 316,884 | $5,187 萬 | 0.71% | −9,796−3.0% | 減碼 |
| Wesbanco Bank Inc | 316,881 | $5,187 萬 | 1.99% | −3,693−1.2% | 減碼 |
| Locust Wood Capital Advisers, LLC | 316,134 | $5,175 萬 | 3.28% | +3,910+1.3% | 加碼 |
| Moody National Bank Trust Division | 311,423 | $5,098 萬 | 0.75% | −449−0.1% | 減碼 |
| Alberta Investment Management Corp | 311,423 | $5,098 萬 | 0.44% | +187,390+151.1% | 加碼 |
| Carnegie Capital Asset Management, LLC | 311,086 | $5,095 萬 | 1.92% | +5,446+1.8% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 309,790 | $5,071 萬 | 2.65% | −20,420−6.2% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 309,617 | $5,068 萬 | 0.66% | −15,605−4.8% | 減碼 |
| Smith Group Asset Management, LLC | 307,686 | $5,039 萬 | 2.58% | +307,686 | 新進 |
| Impax Asset Management Group plc | 304,159 | $4,979 萬 | 0.20% | +349+0.1% | 加碼 |
| Stephens Inc | 299,848 | $4,908 萬 | 0.76% | −20,014−6.3% | 減碼 |
| Glenview Trust Co | 299,823 | $4,908 萬 | 1.90% | +4,361+1.5% | 加碼 |
| Donaldson Capital Management, LLC | 299,292 | $4,899 萬 | 2.47% | −74,037−19.8% | 減碼 |
| Ancora Advisors, LLC | 299,187 | $4,897 萬 | 1.27% | +9,830+3.4% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 298,655 | $4,889 萬 | 2.02% | −4,823−1.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 298,234 | $4,882 萬 | 0.33% | −7,033−2.3% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 294,256 | $4,817 萬 | 1.75% | +294,256 | 新進 |
| American National Insurance Co | 294,211 | $4,816 萬 | 1.81% | −195−0.1% | 減碼 |
| Erste Asset Management GmbH | 289,486 | $4,797 萬 | 0.95% | −3,040−1.0% | 減碼 |
| Hartford Investment Management Co | 292,123 | $4,782 萬 | 1.32% | −39,771−12.0% | 減碼 |
| Roffman Miller Associates Inc | 291,748 | $4,776 萬 | 3.55% | −253,809−46.5% | 減碼 |
| South Dakota Investment Council | 290,809 | $4,760 萬 | 0.85% | −4,600−1.6% | 減碼 |