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 |
|---|---|---|---|---|---|
| Pictet & Cie (Europe) SA | 203,110 | $3,325 萬 | 1.23% | 00.0% | 不變 |
| Spire Wealth Management | 200,693 | $3,309 萬 | 0.88% | +4,500+2.3% | 加碼 |
| Achmea Investment Management B.V. | 201,719 | $3,302 萬 | 1.00% | −6,183−3.0% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 201,655 | $3,301 萬 | 3.19% | +1,892+0.9% | 加碼 |
| Cetera Advisors LLC | 201,302 | $3,295 萬 | 0.64% | +31,322+18.4% | 加碼 |
| Shufro Rose & Co LLC | 201,051 | $3,291 萬 | 2.58% | +3,463+1.8% | 加碼 |
| First Horizon Advisors, Inc. | 200,938 | $3,289 萬 | 1.07% | +77,173+62.4% | 加碼 |
| PFS Investments Inc. | 192,882 | $3,261 萬 | 0.67% | +15,892+9.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 199,115 | $3,259 萬 | 0.12% | −137,588−40.9% | 減碼 |
| Wealthfront Advisers LLC | 198,920 | $3,256 萬 | 0.15% | +22,238+12.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 198,809 | $3,254 萬 | 0.76% | +3,808+2.0% | 加碼 |
| Clearstead Advisors, LLC | 198,737 | $3,253 萬 | 2.43% | +228+0.1% | 加碼 |
| New Mexico Educational Retirement Board | 198,150 | $3,244 萬 | 1.13% | −5,300−2.6% | 減碼 |
| Smith, Salley & Associates | 197,788 | $3,238 萬 | 2.55% | +3,110+1.6% | 加碼 |
| Congress Asset Management Co | 195,761 | $3,204 萬 | 0.25% | +22,049+12.7% | 加碼 |
| Qci Asset Management Inc | 194,584 | $3,185 萬 | 1.85% | +1,315+0.7% | 加碼 |
| Salem Investment Counselors Inc | 193,295 | $3,164 萬 | 1.73% | +6,117+3.3% | 加碼 |
| Silvercrest Asset Management Group LLC | 192,813 | $3,156 萬 | 0.21% | −11,285−5.5% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 190,500 | $3,118 萬 | 1.23% | −85,000−30.9% | 減碼 |
| Janney Capital Management LLC | 189,598 | $3,104 萬 | 2.08% | −6,236−3.2% | 減碼 |
| Old National Bancorp | 187,419 | $3,068 萬 | 1.16% | −5,068−2.6% | 減碼 |
| LaFleur & Godfrey LLC | 187,056 | $3,062 萬 | 4.23% | +1,804+1.0% | 加碼 |
| Palisade Capital Management LLC | 186,848 | $3,059 萬 | 0.67% | −530−0.3% | 減碼 |
| Citizens Financial Group Inc | 186,406 | $3,051 萬 | 1.13% | −72,300−27.9% | 減碼 |
| Veritable, L.P. | 186,368 | $3,051 萬 | 0.49% | +1,764+1.0% | 加碼 |
| Louisiana State Employees Retirement System | 186,000 | $3,045 萬 | 0.74% | −2,700−1.4% | 減碼 |
| Morningstar Investment Services LLC | 182,521 | $3,029 萬 | 0.36% | −2,237−1.2% | 減碼 |
| Central Trust Co | 184,328 | $3,017 萬 | 1.08% | +5,043+2.8% | 加碼 |
| Sit Investment Associates Inc | 183,811 | $3,009 萬 | 0.78% | −3,225−1.7% | 減碼 |
| Main Street Research LLC | 183,237 | $2,999 萬 | 2.62% | +6,685+3.8% | 加碼 |
| Oakworth Capital, Inc. | 182,804 | $2,992 萬 | 2.89% | +4,031+2.3% | 加碼 |
| Community Trust & Investment Co | 182,188 | $2,982 萬 | 2.49% | +14,715+8.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 180,158 | $2,952 萬 | 0.46% | −21,060−10.5% | 減碼 |
| Tower Bridge Advisors | 179,865 | $2,944 萬 | 1.96% | +3,333+1.9% | 加碼 |
| Hyman Charles D | 179,690 | $2,941 萬 | 2.06% | +6,466+3.7% | 加碼 |
| FineMark National Bank & Trust | 179,519 | $2,939 萬 | 1.24% | −289−0.2% | 減碼 |
| Pacer Advisors, Inc. | 178,725 | $2,926 萬 | 0.37% | +2,532+1.4% | 加碼 |
| Ieq Capital, LLC | 178,230 | $2,918 萬 | 0.77% | +7,213+4.2% | 加碼 |
| American Assets Investment Management, LLC | 177,600 | $2,907 萬 | 3.60% | 00.0% | 不變 |
| Sandy Spring Bank | 177,270 | $2,902 萬 | 1.54% | −943−0.5% | 減碼 |
| Brinker Capital Investments, LLC | 185,438 | $2,894 萬 | 0.46% | −290.0% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 175,990 | $2,881 萬 | 2.06% | 00.0% | 不變 |
| DuPont Capital Management Corp | 175,547 | $2,874 萬 | 0.90% | −57,504−24.7% | 減碼 |
| Randolph Co Inc | 175,529 | $2,873 萬 | 3.69% | −700.0% | 減碼 |
| Cardinal Capital Management, Inc. | 174,150 | $2,851 萬 | 1.56% | +140+0.1% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 173,992 | $2,848 萬 | 1.78% | −8,200−4.5% | 減碼 |
| Kentucky Retirement Systems | 173,561 | $2,841 萬 | 1.34% | −2,713−1.5% | 減碼 |
| Wade G W & Inc | 173,431 | $2,839 萬 | 1.35% | +1,351+0.8% | 加碼 |
| Thomasville National Bank | 172,828 | $2,829 萬 | 2.93% | +5,754+3.4% | 加碼 |
| Baker Avenue Asset Management, LP | 172,077 | $2,817 萬 | 1.64% | +2,018+1.2% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 171,861 | $2,813 萬 | 2.20% | −2,142−1.2% | 減碼 |
| Howe & Rusling Inc | 171,537 | $2,808 萬 | 3.52% | +5,949+3.6% | 加碼 |
| Arvest Bank Trust Division | 171,478 | $2,807 萬 | 1.57% | −1,084−0.6% | 減碼 |
| BTR Capital Management Inc | 169,572 | $2,776 萬 | 3.44% | +3,291+2.0% | 加碼 |
| McDonald Capital Investors Inc | 168,582 | $2,760 萬 | 2.14% | −5,360−3.1% | 減碼 |
| Brewin Dolphin Ltd | 167,868 | $2,748 萬 | 1.13% | +5,392+3.3% | 加碼 |
| Graticule Asia Macro Advisors LLC | 167,581 | $2,743 萬 | 5.16% | +167,581 | 新進 |
| Appleton Partners Inc | 167,570 | $2,743 萬 | 2.28% | +5,836+3.6% | 加碼 |
| Wharton Business Group, LLC | 167,461 | $2,741 萬 | 2.78% | +9,640+6.1% | 加碼 |
| Kingsview Wealth Management, LLC | 167,346 | $2,739 萬 | 1.30% | +8,083+5.1% | 加碼 |
| Doyle Wealth Management | 167,328 | $2,739 萬 | 2.18% | +2,637+1.6% | 加碼 |
| KCM Investment Advisors LLC | 166,611 | $2,727 萬 | 1.09% | +4,019+2.5% | 加碼 |
| Atria Investments LLC | 166,255 | $2,721 萬 | 0.49% | +18,124+12.2% | 加碼 |
| Cresset Asset Management, LLC | 165,526 | $2,710 萬 | 0.36% | +11,527+7.5% | 加碼 |
| Carret Asset Management, LLC | 164,914 | $2,700 萬 | 3.22% | −662−0.4% | 減碼 |
| Northeast Financial Consultants Inc | 164,099 | $2,687 萬 | 1.79% | +1,406+0.9% | 加碼 |
| Abner Herrman & Brock LLC | 162,462 | $2,659 萬 | 3.74% | −3,234−2.0% | 減碼 |
| Beach Investment Counsel Inc | 162,412 | $2,659 萬 | 2.52% | −336−0.2% | 減碼 |
| Marco Investment Management LLC | 162,217 | $2,655 萬 | 2.93% | +1,685+1.0% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 162,129 | $2,654 萬 | 5.18% | −6,077−3.6% | 減碼 |
| Hosking Partners LLP | 161,886 | $2,650 萬 | 0.66% | −19,467−10.7% | 減碼 |
| Maple Capital Management, Inc. | 161,458 | $2,643 萬 | 3.35% | +1,837+1.2% | 加碼 |
| Destination Wealth Management | 160,374 | $2,625 萬 | 1.02% | −5,067−3.1% | 減碼 |
| Rothschild Investment Corp | 160,094 | $2,621 萬 | 2.20% | −8,286−4.9% | 減碼 |
| Weitz Investment Management, Inc.大師韋茲投資管理 | 160,000 | $2,619 萬 | 1.10% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 159,933 | $2,618 萬 | 0.39% | −1,461−0.9% | 減碼 |
| HighPoint Advisor Group LLC | 159,545 | $2,612 萬 | 2.56% | +2,347+1.5% | 加碼 |
| Wilsey Asset Management Inc | 159,392 | $2,609 萬 | 6.37% | −3,601−2.2% | 減碼 |
| Waratah Capital Advisors Ltd. | 158,480 | $2,594 萬 | 1.33% | +61,101+62.7% | 加碼 |
| James Investment Research Inc | 157,952 | $2,586 萬 | 2.40% | −1,120−0.7% | 減碼 |
| Vontobel Holding Ltd. | 157,554 | $2,579 萬 | 0.23% | +21,061+15.4% | 加碼 |
| South State Corp. | 156,940 | $2,569 萬 | 2.16% | −933−0.6% | 減碼 |
| Villere St Denis J & Co LLC | 156,807 | $2,567 萬 | 1.49% | −3,216−2.0% | 減碼 |
| Venator Management LLC | 156,102 | $2,555 萬 | 6.86% | +1,065+0.7% | 加碼 |
| Aristotle Atlantic Partners, LLC | 156,097 | $2,555 萬 | 1.69% | +2,731+1.8% | 加碼 |
| Penserra Capital Management LLC | 156,047 | $2,554 萬 | 0.53% | +25,504+19.5% | 加碼 |
| Independent Advisor Alliance | 153,957 | $2,520 萬 | 1.40% | −9,818−6.0% | 減碼 |
| Azimuth Capital Management LLC | 152,823 | $2,502 萬 | 1.07% | −2,864−1.8% | 減碼 |
| Willis Investment Counsel | 151,303 | $2,477 萬 | 1.42% | +180+0.1% | 加碼 |
| Foster Dykema Cabot & Co Inc | 151,150 | $2,474 萬 | 3.08% | −856−0.6% | 減碼 |
| Noesis Capital Mangement Corp | 151,082 | $2,473 萬 | 4.83% | +1,989+1.3% | 加碼 |
| FDx Advisors, Inc. | 150,806 | $2,469 萬 | 0.79% | +5,702+3.9% | 加碼 |
| Wesleyan Assurance Society | 150,207 | $2,459 萬 | 3.14% | 00.0% | 不變 |
| Blue Chip Partners, Inc. | 150,003 | $2,455 萬 | 3.45% | +2,197+1.5% | 加碼 |
| Capital Investment Advisors, LLC | 149,964 | $2,455 萬 | 0.83% | +7,442+5.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 149,786 | $2,452 萬 | 0.49% | +12,317+9.0% | 加碼 |
| Farmers & Merchants Investments Inc | 149,582 | $2,449 萬 | 1.03% | +20,074+15.5% | 加碼 |
| Lowe Brockenbrough & Co Inc | 149,041 | $2,440 萬 | 1.90% | −25,009−14.4% | 減碼 |
| Manitou Investment Management Ltd. | 148,494 | $2,431 萬 | 4.45% | +175+0.1% | 加碼 |
| Tdam USA Inc. | 148,057 | $2,424 萬 | 1.60% | −454−0.3% | 減碼 |