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 |
|---|---|---|---|---|---|
| Neville Rodie & Shaw Inc | 147,093 | $2,408 萬 | 1.87% | +2,055+1.4% | 加碼 |
| Reilly Financial Advisors, LLC | 146,965 | $2,406 萬 | 2.07% | +5,171+3.6% | 加碼 |
| BLB&B Advisors, LLC | 146,141 | $2,392 萬 | 1.60% | +8,668+6.3% | 加碼 |
| Vancity Investment Management Ltd | 145,976 | $2,390 萬 | 3.05% | +13,666+10.3% | 加碼 |
| Rockland Trust Co | 145,937 | $2,389 萬 | 1.67% | −2,460−1.7% | 減碼 |
| Easterly Investment Partners LLC | 145,865 | $2,388 萬 | 1.62% | +138,632+1,916.7% | 加碼 |
| Man Group plc | 145,786 | $2,386 萬 | 0.08% | −91,590−38.6% | 減碼 |
| Private Asset Management Inc | 145,305 | $2,379 萬 | 3.24% | −903−0.6% | 減碼 |
| Resources Management Corp | 144,878 | $2,372 萬 | 3.41% | −332−0.2% | 減碼 |
| Grand Jean Capital Management Inc | 144,869 | $2,371 萬 | 5.99% | +3,485+2.5% | 加碼 |
| Trust Co of Vermont | 144,696 | $2,369 萬 | 1.68% | +1,442+1.0% | 加碼 |
| Laurion Capital Management LP | 144,481 | $2,365 萬 | 0.34% | +141,812+5,313.3% | 加碼 |
| First American Bank | 144,326 | $2,363 萬 | 1.37% | +6,367+4.6% | 加碼 |
| Lido Advisors, LLC | 144,275 | $2,362 萬 | 0.53% | −10,829−7.0% | 減碼 |
| Wolverine Trading, LLC | 141,210 | $2,343 萬 | 0.48% | +77,231+120.7% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 144,692 | $2,336 萬 | 1.01% | +144,692 | 新進 |
| Patten & Patten Inc | 142,446 | $2,332 萬 | 1.77% | +77+0.1% | 加碼 |
| Ulysses Management LLC | 141,500 | $2,316 萬 | 4.10% | +115,000+434.0% | 加碼 |
| Acadian Asset Management LLC | 141,115 | $2,309 萬 | 0.09% | −93,027−39.7% | 減碼 |
| Bank of the West | 140,922 | $2,307 萬 | 2.41% | +4,527+3.3% | 加碼 |
| Parsons Capital Management Inc | 140,668 | $2,303 萬 | 1.80% | −406−0.3% | 減碼 |
| Narwhal Capital Management | 140,296 | $2,297 萬 | 2.90% | +647+0.5% | 加碼 |
| Bailard, Inc. | 140,190 | $2,295 萬 | 0.78% | −1,297−0.9% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 139,597 | $2,285 萬 | 1.16% | +18,650+15.4% | 加碼 |
| Banque Cantonale Vaudoise | 138,876 | $2,273 萬 | 0.98% | +36,800+36.1% | 加碼 |
| Fukoku Mutual Life Insurance Co | 138,781 | $2,272 萬 | 1.78% | +1,350+1.0% | 加碼 |
| Bollard Group LLC | 137,755 | $2,255 萬 | 0.74% | +7,781+6.0% | 加碼 |
| Logan Capital Management Inc | 137,665 | $2,254 萬 | 1.05% | −10,069−6.8% | 減碼 |
| Cullinan Associates Inc | 136,925 | $2,241 萬 | 1.24% | −11,752−7.9% | 減碼 |
| Courant Investment Management LLC | 136,592 | $2,236 萬 | 18.87% | 00.0% | 不變 |
| Churchill Management Corp | 136,572 | $2,236 萬 | 0.34% | +32,809+31.6% | 加碼 |
| Dixon Mitchell Investment Counsel Inc. | 135,221 | $2,213 萬 | 1.55% | +7,429+5.8% | 加碼 |
| UBS Oconnor LLC | 135,000 | $2,210 萬 | 0.19% | −5,000−3.6% | 減碼 |
| Absher Wealth Management, LLC | 134,615 | $2,204 萬 | 4.08% | −7,513−5.3% | 減碼 |
| Edge Capital Group, LLC | 134,092 | $2,195 萬 | 1.75% | −939−0.7% | 減碼 |
| Verity & Verity, LLC | 127,377 | $2,172 萬 | 3.25% | +154+0.1% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 131,243 | $2,148 萬 | 1.23% | +26,259+25.0% | 加碼 |
| Albion Financial Group | 129,653 | $2,122 萬 | 1.86% | −2,115−1.6% | 減碼 |
| Davidson Investment Advisors | 129,543 | $2,121 萬 | 1.65% | −629−0.5% | 減碼 |
| Norinchukin Bank, The | 129,242 | $2,116 萬 | 0.29% | +9,886+8.3% | 加碼 |
| Jones Financial Companies LLLP | 128,911 | $2,110 萬 | 0.03% | −2,263−1.7% | 減碼 |
| Atlantic Union Bankshares Corp | 128,878 | $2,110 萬 | 1.99% | −1,447−1.1% | 減碼 |
| Hi-Line Capital Management, LLC | 128,664 | $2,106 萬 | 7.52% | +3,732+3.0% | 加碼 |
| Cypress Capital Management LLC | 135,048 | $2,101 萬 | 2.78% | 00.0% | 不變 |
| Middleton & Co Inc | 127,903 | $2,094 萬 | 2.24% | +330.0% | 加碼 |
| Kanawha Capital Management LLC | 127,656 | $2,090 萬 | 1.93% | −1,406−1.1% | 減碼 |
| Stillwater Capital Advisors, LLC | 127,282 | $2,084 萬 | 3.43% | −1,424−1.1% | 減碼 |
| Banque Pictet & Cie SA | 127,199 | $2,082 萬 | 0.22% | −127−0.1% | 減碼 |
| Advisor Partners LLC | 127,157 | $2,081 萬 | 1.40% | −1,402−1.1% | 減碼 |
| Ironvine Capital Partners, LLC | 126,150 | $2,065 萬 | 2.19% | −16,533−11.6% | 減碼 |
| Focus Financial Network, Inc. | 125,922 | $2,061 萬 | 2.75% | +896+0.7% | 加碼 |
| Sigma Planning Corp | 125,529 | $2,055 萬 | 0.62% | −1,513−1.2% | 減碼 |
| Tufton Capital Management | 125,327 | $2,051 萬 | 3.47% | −1,142−0.9% | 減碼 |
| Forbes J M & Co LLP | 125,274 | $2,051 萬 | 2.59% | +1,542+1.2% | 加碼 |
| Callahan Advisors, LLC | 124,659 | $2,041 萬 | 2.57% | +1,517+1.2% | 加碼 |
| Moors & Cabot, Inc. | 124,580 | $2,039 萬 | 1.28% | +2,516+2.1% | 加碼 |
| Regentatlantic Capital LLC | 123,961 | $2,029 萬 | 0.61% | +5,126+4.3% | 加碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 123,941 | $2,029 萬 | 1.50% | −674−0.5% | 減碼 |
| United Asset Strategies, Inc. | 123,781 | $2,026 萬 | 2.61% | +33,020+36.4% | 加碼 |
| Thompson Siegel & Walmsley LLC | 123,749 | $2,026 萬 | 0.29% | −109−0.1% | 減碼 |
| Osborne Partners Capital Management, LLC | 123,337 | $2,019 萬 | 1.62% | +1,598+1.3% | 加碼 |
| Ossiam | 122,976 | $2,013 萬 | 0.57% | −157,804−56.2% | 減碼 |
| Dakota Wealth Management | 122,632 | $2,007 萬 | 2.32% | −107−0.1% | 減碼 |
| Advisory Research Inc | 122,631 | $2,007 萬 | 1.29% | −40,248−24.7% | 減碼 |
| Kemnay Advisory Services Inc. | 122,500 | $2,005 萬 | 2.63% | 00.0% | 不變 |
| Rempart Asset Management Inc. | 121,829 | $1,994 萬 | 4.20% | +1,586+1.3% | 加碼 |
| Rbo & Co LLC | 120,849 | $1,978 萬 | 3.47% | 00.0% | 不變 |
| Birch Hill Investment Advisors LLC | 119,795 | $1,961 萬 | 1.05% | +520+0.4% | 加碼 |
| Financial Partners Capital Management LLC | 119,323 | $1,953 萬 | 3.57% | −1,450−1.2% | 減碼 |
| Alley Co LLC | 119,244 | $1,952 萬 | 3.50% | +1,734+1.5% | 加碼 |
| CSM Advisors, LLC | 118,760 | $1,944 萬 | 1.45% | +300+0.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 118,278 | $1,937 萬 | 0.40% | −78,602−39.9% | 減碼 |
| Motco | 118,087 | $1,933 萬 | 1.26% | +61+0.1% | 加碼 |
| Northwest & Ethical Investments L.P. | 117,727 | $1,927 萬 | 0.63% | −2,374−2.0% | 減碼 |
| Avantax Advisory Services, Inc. | 117,505 | $1,924 萬 | 0.32% | +9,669+9.0% | 加碼 |
| Maryland Capital Management | 117,264 | $1,920 萬 | 1.15% | +7,531+6.9% | 加碼 |
| Linscomb & Williams, Inc. | 116,980 | $1,915 萬 | 0.99% | −1,240−1.0% | 減碼 |
| Osher Van de Voorde Investment Management | 116,744 | $1,911 萬 | 4.90% | −93−0.1% | 減碼 |
| Cabot Wealth Management Inc | 116,667 | $1,910 萬 | 2.56% | −1,492−1.3% | 減碼 |
| Bourgeon Capital Management LLC | 116,007 | $1,899 萬 | 4.06% | −596−0.5% | 減碼 |
| Stonebridge Capital Advisors LLC | 115,723 | $1,894 萬 | 2.30% | −770−0.7% | 減碼 |
| Overbrook Management Corp | 115,660 | $1,893 萬 | 4.11% | −1,780−1.5% | 減碼 |
| Capital International Sarl | 115,360 | $1,888 萬 | 1.67% | −7,029−5.7% | 減碼 |
| Endurance Wealth Management, Inc. | 115,291 | $1,887 萬 | 2.10% | −1,290−1.1% | 減碼 |
| Webster Bank, N. A. | 114,928 | $1,881 萬 | 2.10% | +135+0.1% | 加碼 |
| Gluskin Sheff & Assoc Inc | 114,724 | $1,878 萬 | 0.79% | +167+0.1% | 加碼 |
| Torray LLC | 114,602 | $1,876 萬 | 2.87% | +294+0.3% | 加碼 |
| First Long Island Investors, LLC | 114,589 | $1,876 萬 | 1.61% | +4,531+4.1% | 加碼 |
| Evergreen Capital Management LLC | 114,267 | $1,870 萬 | 0.84% | +13,052+12.9% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 113,948 | $1,865 萬 | 3.05% | −787−0.7% | 減碼 |
| Guardian Capital Advisors LP | 111,308 | $1,858 萬 | 1.93% | +160+0.1% | 加碼 |
| Ninety One SA (PTY) Ltd | 112,498 | $1,850 萬 | 7.19% | +106,899+1,909.3% | 加碼 |
| Liontrust Investment Partners LLP | 113,000 | $1,850 萬 | 0.26% | +113,000 | 新進 |
| Soros Fund Management LLC大師索羅斯基金管理 | 112,280 | $1,838 萬 | 0.36% | +112,280 | 新進 |
| Norris Perne & French LLP | 112,268 | $1,838 萬 | 1.58% | −21,241−15.9% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 111,971 | $1,833 萬 | 5.52% | −170−0.2% | 減碼 |
| Drexel Morgan & Co. | 111,606 | $1,827 萬 | 5.87% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 111,521 | $1,826 萬 | 0.67% | +1,254+1.1% | 加碼 |
| Ashburton (Jersey) Ltd | 111,451 | $1,824 萬 | 8.05% | −8,453−7.0% | 減碼 |
| MainStreet Investment Advisors LLC | 111,439 | $1,824 萬 | 1.76% | −1,780−1.6% | 減碼 |