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 |
|---|---|---|---|---|---|
| Bridges Investment Management Inc | 289,516 | $4,739 萬 | 1.49% | −5,656−1.9% | 減碼 |
| Payden & Rygel | 289,056 | $4,732 萬 | 2.46% | −4,200−1.4% | 減碼 |
| Shell Asset Management Co | 288,027 | $4,715 萬 | 1.06% | −15,628−5.1% | 減碼 |
| ING Groep NV | 287,066 | $4,699 萬 | 0.60% | −284,583−49.8% | 減碼 |
| Moody Lynn & Lieberson, LLC | 283,290 | $4,637 萬 | 3.48% | −16,630−5.5% | 減碼 |
| Capital Advisors Inc | 278,336 | $4,556 萬 | 1.35% | +5,978+2.2% | 加碼 |
| Massmutual Trust Co FSB | 276,900 | $4,533 萬 | 1.87% | +12,247+4.6% | 加碼 |
| ZWJ Investment Counsel Inc | 276,862 | $4,532 萬 | 2.57% | −2,585−0.9% | 減碼 |
| Bryn Mawr Trust Co | 276,444 | $4,525 萬 | 1.75% | −3,278−1.2% | 減碼 |
| First National Bank of Omaha | 274,864 | $4,499 萬 | 2.28% | −22,011−7.4% | 減碼 |
| North Star Investment Management Corp. | 273,459 | $4,476 萬 | 3.63% | +1,386+0.5% | 加碼 |
| WestEnd Advisors, LLC | – | $4,427 萬 | 1.33% | – | – |
| Chartwell Investment Partners, LLC | 268,013 | $4,387 萬 | 1.37% | +361+0.1% | 加碼 |
| Advisors Capital Management, LLC | 265,464 | $4,345 萬 | 1.33% | +9,130+3.6% | 加碼 |
| ArrowMark Colorado Holdings LLC | 264,989 | $4,338 萬 | 0.34% | −39,000−12.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 264,837 | $4,335 萬 | 1.77% | +4,063+1.6% | 加碼 |
| Capital International Ltd | 264,446 | $4,329 萬 | 2.36% | −5,978−2.2% | 減碼 |
| Braun Stacey Associates Inc | 262,930 | $4,304 萬 | 1.72% | −5,324−2.0% | 減碼 |
| Nexus Investment Management ULC | 262,497 | $4,297 萬 | 4.64% | −17,973−6.4% | 減碼 |
| Vantage Investment Partners, LLC | 261,190 | $4,275 萬 | 2.23% | +186,943+251.8% | 加碼 |
| Alpha Cubed Investments, LLC | 258,229 | $4,227 萬 | 3.18% | −3,626−1.4% | 減碼 |
| Vestor Capital, LLC | 257,981 | $4,223 萬 | 4.41% | +8,719+3.5% | 加碼 |
| Cornerstone Advisors, LLC | 257,000 | $4,207 萬 | 2.44% | 00.0% | 不變 |
| PM Capital Ltd | 256,978 | $4,207 萬 | 7.90% | −7,770−2.9% | 減碼 |
| Flputnam Investment Management Co | 256,251 | $4,195 萬 | 1.42% | +4,872+1.9% | 加碼 |
| Campbell Newman Asset Management Inc | 255,059 | $4,175 萬 | 4.27% | +287+0.1% | 加碼 |
| Chilton Capital Management LLC | 255,018 | $4,174 萬 | 2.37% | +1,666+0.7% | 加碼 |
| Gillespie Robinson & Grimm Inc | 254,978 | $4,174 萬 | 3.52% | −1,585−0.6% | 減碼 |
| Busey Wealth Management | 253,848 | $4,155 萬 | 1.67% | +8,534+3.5% | 加碼 |
| Taurus Asset Management, LLC | 251,101 | $4,110 萬 | 4.28% | +533+0.2% | 加碼 |
| Sabal Trust CO | 250,323 | $4,098 萬 | 2.93% | +1,483+0.6% | 加碼 |
| Securian Asset Management, Inc | 249,332 | $4,081 萬 | 0.84% | −5,968−2.3% | 減碼 |
| Anchor Capital Advisors LLC | 249,002 | $4,076 萬 | 0.85% | −268−0.1% | 減碼 |
| Meyer Handelman Co | 248,902 | $4,074 萬 | 1.67% | −1000.0% | 減碼 |
| Mercer Global Advisors Inc | 248,132 | $4,062 萬 | 0.28% | +7,712+3.2% | 加碼 |
| First Manhattan Co | 247,447 | $4,050 萬 | 0.15% | +1,034+0.4% | 加碼 |
| SeaTown Holdings Pte. Ltd. | 246,740 | $4,039 萬 | 1.80% | +48,400+24.4% | 加碼 |
| Cumberland Partners Ltd | 246,548 | $4,036 萬 | 3.31% | −4,735−1.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 246,188 | $4,030 萬 | 0.99% | +136,485+124.4% | 加碼 |
| Daiwa Securities Group Inc. | 245,606 | $4,020 萬 | 0.26% | +18,320+8.1% | 加碼 |
| Global Frontier Investments LLC | 245,000 | $4,010 萬 | 29.26% | 00.0% | 不變 |
| Levin Capital Strategies, L.P. | 244,620 | $4,004 萬 | 4.10% | −860−0.4% | 減碼 |
| Crestwood Advisors Group LLC | 244,174 | $3,997 萬 | 1.13% | −380.0% | 減碼 |
| Argent Trust Co | 243,929 | $3,993 萬 | 2.57% | +6,189+2.6% | 加碼 |
| Baskin Financial Services Inc. | 242,077 | $3,963 萬 | 3.52% | +5,224+2.2% | 加碼 |
| NS Partners Ltd | 241,374 | $3,951 萬 | 2.01% | −114,093−32.1% | 減碼 |
| Hexavest Inc. | 238,840 | $3,910 萬 | 2.38% | −45,092−15.9% | 減碼 |
| Spears Abacus Advisors LLC | 236,357 | $3,869 萬 | 2.80% | +1,772+0.8% | 加碼 |
| Parallax Volatility Advisers, L.P. | 235,694 | $3,858 萬 | 0.41% | −13,249−5.3% | 減碼 |
| Fishman Jay A Ltd | 235,348 | $3,852 萬 | 4.77% | −6,932−2.9% | 減碼 |
| Private Wealth Partners, LLC | 235,314 | $3,852 萬 | 3.58% | −1,002−0.4% | 減碼 |
| Ruffer LLP | 231,431 | $3,851 萬 | 1.22% | −10,246−4.2% | 減碼 |
| Barr E S & Co | 235,089 | $3,848 萬 | 2.77% | −825−0.3% | 減碼 |
| Clifford Swan Investment Counsel LLC | 224,293 | $3,809 萬 | 1.40% | −1,086−0.5% | 減碼 |
| Central Securities Corp | 230,000 | $3,765 萬 | 3.99% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 229,454 | $3,756 萬 | 2.07% | +1,569+0.7% | 加碼 |
| Franklin Street Advisors Inc | 229,083 | $3,750 萬 | 3.18% | +17,315+8.2% | 加碼 |
| Vigilant Capital Management, LLC | 229,021 | $3,749 萬 | 3.00% | −2,520−1.1% | 減碼 |
| Maryland State Retirement & Pension System | 226,480 | $3,739 萬 | 1.06% | −2,036−0.9% | 減碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 227,900 | $3,731 萬 | 0.32% | 00.0% | 不變 |
| Bridgeway Capital Management, LLC | 227,845 | $3,730 萬 | 0.71% | −22,100−8.8% | 減碼 |
| First National Trust Co | 227,494 | $3,724 萬 | 2.22% | +9,300+4.3% | 加碼 |
| AE Wealth Management LLC | 227,098 | $3,717 萬 | 0.31% | +15,289+7.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 226,694 | $3,711 萬 | 0.94% | +1,683+0.7% | 加碼 |
| Ziegler Capital Management, LLC | 226,427 | $3,709 萬 | 1.34% | −50,857−18.3% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 226,425 | $3,706 萬 | 1.40% | +39,233+21.0% | 加碼 |
| Dana Investment Advisors, Inc. | 226,373 | $3,706 萬 | 1.68% | −25,242−10.0% | 減碼 |
| Ingalls & Snyder LLC | 224,743 | $3,679 萬 | 1.70% | −12,375−5.2% | 減碼 |
| Polar Capital Holdings Plc | 224,675 | $3,678 萬 | 0.20% | −4,556−2.0% | 減碼 |
| Cetera Investment Advisers | 224,646 | $3,677 萬 | 0.58% | +4,594+2.1% | 加碼 |
| Schwerin Boyle Capital Management Inc | 222,535 | $3,643 萬 | 3.07% | −125−0.1% | 減碼 |
| Mairs & Power Inc | 222,062 | $3,635 萬 | 0.36% | +2,385+1.1% | 加碼 |
| Highland Capital Management, LLC | 220,877 | $3,616 萬 | 2.19% | −3,878−1.7% | 減碼 |
| Stock Yards Bank & Trust Co | 220,740 | $3,613 萬 | 2.28% | +7,996+3.8% | 加碼 |
| Gradient Investments LLC | 219,031 | $3,585 萬 | 1.00% | +28,747+15.1% | 加碼 |
| Klingenstein Fields & Co LP | 218,815 | $3,582 萬 | 1.53% | −2,946−1.3% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 216,550 | $3,545 萬 | 0.45% | 00.0% | 不變 |
| Heritage Investors Management Corp | 216,273 | $3,540 萬 | 1.49% | −4,462−2.0% | 減碼 |
| Matrix Asset Advisors Inc | 215,223 | $3,523 萬 | 4.96% | +730+0.3% | 加碼 |
| Hancock Whitney Corp | 214,981 | $3,519 萬 | 1.23% | −16,252−7.0% | 減碼 |
| Stewart & Patten Co LLC | 214,941 | $3,518 萬 | 5.75% | −3,535−1.6% | 減碼 |
| Cetera Advisor Networks LLC | 214,683 | $3,514 萬 | 0.48% | +19,824+10.2% | 加碼 |
| Xponance, Inc. | 214,259 | $3,507 萬 | 0.67% | −16,929−7.3% | 減碼 |
| Front Barnett Associates LLC | 214,046 | $3,504 萬 | 3.60% | −2,419−1.1% | 減碼 |
| Northeast Investment Management | 213,723 | $3,498 萬 | 1.87% | +1,980+0.9% | 加碼 |
| Covington Capital Management | 213,562 | $3,496 萬 | 1.32% | −2,121−1.0% | 減碼 |
| Oak Associates, Ltd | 213,196 | $3,490 萬 | 1.99% | +40.0% | 加碼 |
| Howard Capital Management Group, LLC | 213,176 | $3,490 萬 | 3.23% | +945+0.4% | 加碼 |
| Roosevelt Investment Group LLC | 211,771 | $3,467 萬 | 2.15% | −6,337−2.9% | 減碼 |
| Venture Visionary Partners LLC | 211,429 | $3,462 萬 | 2.46% | +16,637+8.5% | 加碼 |
| Elo Mutual Pension Insurance Co | 210,806 | $3,451 萬 | 1.11% | −2,538−1.2% | 減碼 |
| Johnson Investment Counsel Inc | 210,436 | $3,445 萬 | 0.46% | +2,481+1.2% | 加碼 |
| Eagle Global Advisors LLC | 210,268 | $3,442 萬 | 2.27% | +3,254+1.6% | 加碼 |
| Ergoteles LLC | 210,083 | $3,439 萬 | 1.27% | +170,968+437.1% | 加碼 |
| First Foundation Advisors | 209,579 | $3,431 萬 | 1.28% | +8,300+4.1% | 加碼 |
| Estabrook Capital Management | 209,218 | $3,425 萬 | 5.39% | −7,997−3.7% | 減碼 |
| Chesley Taft & Associates LLC | 207,269 | $3,393 萬 | 1.93% | +1,765+0.9% | 加碼 |
| Bank of Nova Scotia Trust Co | 205,333 | $3,361 萬 | 3.03% | +826+0.4% | 加碼 |
| St Germain D J Co Inc | 205,005 | $3,356 萬 | 2.07% | −5,370−2.6% | 減碼 |
| Renaissance Technologies LLC | 203,286 | $3,328 萬 | 0.04% | −230,900−53.2% | 減碼 |