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 North America Advisors SA | 110,073 | $1,802 萬 | 1.78% | −285−0.3% | 減碼 |
| Grassi Investment Management | 110,048 | $1,801 萬 | 2.03% | −98−0.1% | 減碼 |
| Culbertson A N & Co Inc | 109,805 | $1,797 萬 | 3.68% | +1,742+1.6% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 109,469 | $1,792 萬 | 1.48% | −5,205−4.5% | 減碼 |
| National Asset Management, Inc. | 109,387 | $1,788 萬 | 0.57% | +10,725+10.9% | 加碼 |
| SG Americas Securities, LLC | 108,823 | $1,781 萬 | 0.10% | −704,945−86.6% | 減碼 |
| Omers Administration Corp | 108,564 | $1,777 萬 | 0.26% | +108,564 | 新進 |
| Baltimore-Washington Financial Advisors, Inc. | 108,185 | $1,771 萬 | 1.56% | +4,085+3.9% | 加碼 |
| Dearborn Partners LLC | 107,920 | $1,767 萬 | 0.72% | −1,701−1.6% | 減碼 |
| Meridian Wealth Management, LLC | 107,613 | $1,762 萬 | 2.17% | +584+0.5% | 加碼 |
| Freemont Management S.A. | 107,400 | $1,758 萬 | 2.36% | +400+0.4% | 加碼 |
| Amica Mutual Insurance Co | 106,543 | $1,744 萬 | 1.82% | 00.0% | 不變 |
| NBT Bank N A | 106,043 | $1,736 萬 | 2.41% | −3,396−3.1% | 減碼 |
| Alerus Financial NA | 106,000 | $1,735 萬 | 1.58% | −10,079−8.7% | 減碼 |
| Canandaigua National Corp | 105,740 | $1,731 萬 | 2.82% | −473−0.4% | 減碼 |
| Adell Harriman & Carpenter Inc | 105,653 | $1,729 萬 | 1.80% | −1,857−1.7% | 減碼 |
| KMG Fiduciary Partners, LLC | 105,543 | $1,728 萬 | 2.94% | +2,738+2.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 105,532 | $1,728 萬 | 0.96% | +926+0.9% | 加碼 |
| Corient Capital Partners, LLC | 105,501 | $1,727 萬 | 1.26% | +4,583+4.5% | 加碼 |
| Anderson Hoagland & Co | 105,337 | $1,724 萬 | 2.20% | −1,509−1.4% | 減碼 |
| Rothschild Capital Partners, LLC | 105,133 | $1,721 萬 | 5.50% | −345−0.3% | 減碼 |
| Matthew 25 Management Corp | 105,000 | $1,719 萬 | 4.87% | −5,000−4.5% | 減碼 |
| EFG Asset Management (Americas) Corp. | 104,560 | $1,715 萬 | 3.05% | +6,922+7.1% | 加碼 |
| United Bank | 104,626 | $1,713 萬 | 2.29% | +93+0.1% | 加碼 |
| Novare Capital Management LLC | 103,871 | $1,700 萬 | 1.89% | +506+0.5% | 加碼 |
| Fiduciary Group LLC | 99,052 | $1,698 萬 | 1.93% | −614−0.6% | 減碼 |
| Kings Point Capital Management | 103,646 | $1,697 萬 | 1.52% | +3,559+3.6% | 加碼 |
| Colonial Trust Advisors | 103,438 | $1,693 萬 | 2.09% | −928−0.9% | 減碼 |
| Community Bank of Raymore | 103,315 | $1,691 萬 | 5.07% | +200+0.2% | 加碼 |
| Montag A & Associates Inc | 103,301 | $1,691 萬 | 0.91% | −1,719−1.6% | 減碼 |
| Transcend Wealth Collective, LLC | 98,643 | $1,691 萬 | 1.52% | +98,643 | 新進 |
| Texas Yale Capital Corp. | 103,099 | $1,688 萬 | 0.96% | −28,211−21.5% | 減碼 |
| Baxter Bros Inc | 102,768 | $1,682 萬 | 2.69% | +102,768 | 新進 |
| Valeo Financial Advisors, LLC | 127,087 | $1,682 萬 | 0.99% | +6,914+5.8% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 102,652 | $1,680 萬 | 2.69% | +452+0.4% | 加碼 |
| Alpine Woods Capital Investors, LLC | 102,506 | $1,678 萬 | 1.79% | −1,726−1.7% | 減碼 |
| Twin Capital Management Inc | 101,651 | $1,664 萬 | 1.70% | −10,934−9.7% | 減碼 |
| Kdi Capital Partners LLC | 101,615 | $1,663 萬 | 5.74% | −6,916−6.4% | 減碼 |
| Socorro Asset Management LP | 101,603 | $1,663 萬 | 4.69% | +15,104+17.5% | 加碼 |
| Myriad Asset Management Ltd. | 101,255 | $1,657 萬 | 1.73% | +88,430+689.5% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 101,006 | $1,653 萬 | 1.61% | +930+0.9% | 加碼 |
| Murphy Capital Management Inc | 100,203 | $1,640 萬 | 1.92% | −1,059−1.0% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 100,091 | $1,638 萬 | 1.16% | −2,158−2.1% | 減碼 |
| Guardian Point Capital, LP | 100,000 | $1,637 萬 | 3.79% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 99,773 | $1,633 萬 | 2.23% | −12,818−11.4% | 減碼 |
| Wallington Asset Management, LLC | 99,776 | $1,633 萬 | 2.72% | +199+0.2% | 加碼 |
| First Financial Bank - Trust Division | 99,523 | $1,629 萬 | 1.79% | −61−0.1% | 減碼 |
| Hantz Financial Services, Inc. | 97,865 | $1,602 萬 | 0.52% | +14,253+17.0% | 加碼 |
| Credit Agricole S A | 97,752 | $1,600 萬 | 0.58% | −32,272−24.8% | 減碼 |
| Aptus Capital Advisors, LLC | 96,758 | $1,584 萬 | 0.63% | +11,631+13.7% | 加碼 |
| Penobscot Investment Management Company, Inc. | 96,631 | $1,582 萬 | 2.35% | −224−0.2% | 減碼 |
| Advisory Services Network, LLC | 96,390 | $1,578 萬 | 0.50% | +10,917+12.8% | 加碼 |
| Prospera Financial Services Inc | 96,269 | $1,576 萬 | 0.79% | +3,744+4.0% | 加碼 |
| Richard Bernstein Advisors LLC | 96,155 | $1,574 萬 | 0.32% | +5,427+6.0% | 加碼 |
| Equitable Holdings, Inc. | 96,012 | $1,572 萬 | 0.27% | +1,630+1.7% | 加碼 |
| Clear Street Markets LLC | 95,976 | $1,571 萬 | 3.46% | −28,605−23.0% | 減碼 |
| Pendal Group Limited | 95,967 | $1,571 萬 | 0.13% | +18,748+24.3% | 加碼 |
| Washington Trust Bank | 95,848 | $1,569 萬 | 1.83% | +2,389+2.6% | 加碼 |
| Fort Pitt Capital Group, LLC | 95,828 | $1,569 萬 | 0.65% | +9,140+10.5% | 加碼 |
| Addenda Capital Inc. | 95,807 | $1,568 萬 | 0.74% | +1,638+1.7% | 加碼 |
| BTC Capital Management, Inc. | 95,341 | $1,560 萬 | 1.75% | −2,174−2.2% | 減碼 |
| Kornitzer Capital Management Inc | 95,049 | $1,556 萬 | 0.24% | +1,425+1.5% | 加碼 |
| Westchester Capital Management, Inc. | 94,961 | $1,554 萬 | 4.33% | −66−0.1% | 減碼 |
| Marshall Wace, LLP | 94,938 | $1,554 萬 | 0.08% | +20,425+27.4% | 加碼 |
| CWA Asset Management Group, LLC | 94,088 | $1,540 萬 | 1.22% | +6,751+7.7% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 94,076 | $1,540 萬 | 1.85% | +378+0.4% | 加碼 |
| Wedbush Securities Inc | 93,813 | $1,536 萬 | 0.73% | +898+1.0% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 93,671 | $1,533 萬 | 0.60% | +1,539+1.7% | 加碼 |
| TD Private Client Wealth LLC | 93,312 | $1,527 萬 | 0.65% | +1,052+1.1% | 加碼 |
| Cincinnati Casualty Co | 93,000 | $1,522 萬 | 9.04% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $1,522 萬 | 6.12% | 00.0% | 不變 |
| Choate Investment Advisors | 92,418 | $1,513 萬 | 0.97% | −1,468−1.6% | 減碼 |
| Telemus Capital, LLC | 92,339 | $1,512 萬 | 1.28% | +145+0.2% | 加碼 |
| CCM Investment Advisers LLC | 92,091 | $1,507 萬 | 1.96% | −218−0.2% | 減碼 |
| EULAV Asset Management | 92,000 | $1,506 萬 | 0.40% | −11,000−10.7% | 減碼 |
| TruWealth Advisors, LLC | 91,971 | $1,506 萬 | 1.68% | +1,905+2.1% | 加碼 |
| Cigna Investments Inc | 91,799 | $1,503 萬 | 1.12% | −2,760−2.9% | 減碼 |
| New England Asset Management Inc | 91,752 | $1,502 萬 | 0.26% | +4,230+4.8% | 加碼 |
| Geneos Wealth Management Inc. | 89,812 | $1,502 萬 | 0.58% | +4,065+4.7% | 加碼 |
| Connors Investor Services Inc | 91,591 | $1,499 萬 | 1.59% | +1,243+1.4% | 加碼 |
| First American Trust, FSB | 91,482 | $1,497 萬 | 2.26% | +3,495+4.0% | 加碼 |
| Trust Co of Virginia | 91,242 | $1,494 萬 | 1.66% | +1,045+1.2% | 加碼 |
| Regent Investment Management LLC | 91,228 | $1,493 萬 | 3.58% | −1,998−2.1% | 減碼 |
| Psagot Investment House Ltd. | 90,984 | $1,489 萬 | 2.57% | −304,510−77.0% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 90,984 | $1,489 萬 | 2.57% | +90,984 | 新進 |
| Edge Wealth Management LLC | 90,962 | $1,489 萬 | 2.90% | +3,544+4.1% | 加碼 |
| Rossmore Private Capital | 90,919 | $1,488 萬 | 2.55% | −543−0.6% | 減碼 |
| Profund Advisors LLC | 90,854 | $1,487 萬 | 0.50% | −189,217−67.6% | 減碼 |
| Private Trust Co NA | 90,387 | $1,480 萬 | 2.15% | +1,674+1.9% | 加碼 |
| First Citizens Bank & Trust Co | 90,104 | $1,475 萬 | 0.70% | −133−0.1% | 減碼 |
| Cincinnati Financial Corp | 90,000 | $1,473 萬 | 0.36% | 00.0% | 不變 |
| Simmons Bank | 89,989 | $1,473 萬 | 1.07% | +5,160+6.1% | 加碼 |
| Dowling & Yahnke LLC | 89,913 | $1,472 萬 | 0.81% | −848−0.9% | 減碼 |
| Lockheed Martin Investment Management Co | 89,820 | $1,470 萬 | 0.80% | −44,402−33.1% | 減碼 |
| Calamos Wealth Management LLC | 89,347 | $1,463 萬 | 1.18% | +329+0.4% | 加碼 |
| Leavell Investment Management, Inc. | 89,184 | $1,460 萬 | 1.09% | +1,796+2.1% | 加碼 |
| Alexandria Capital, LLC | 88,535 | $1,449 萬 | 1.34% | −341−0.4% | 減碼 |
| Adviser Investments LLC | 87,692 | $1,435 萬 | 1.07% | +1,838+2.1% | 加碼 |
| Bragg Financial Advisors, Inc | 87,614 | $1,434 萬 | 0.92% | +957+1.1% | 加碼 |
| Cannell Peter B & Co Inc | 87,560 | $1,433 萬 | 0.44% | −2,006−2.2% | 減碼 |