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 |
|---|---|---|---|---|---|
| Citizens Business Bank | 87,357 | $1,430 萬 | 1.90% | −8,810−9.2% | 減碼 |
| Hilton Capital Management, LLC | 87,212 | $1,428 萬 | 1.40% | +900+1.0% | 加碼 |
| Ledyard National Bank | 86,993 | $1,424 萬 | 1.47% | +1,925+2.3% | 加碼 |
| Biondo Investment Advisors, LLC | 86,974 | $1,424 萬 | 2.44% | +566+0.7% | 加碼 |
| BBVA USA | 86,946 | $1,423 萬 | 0.83% | −7,448−7.9% | 減碼 |
| Courier Capital LLC | 86,813 | $1,421 萬 | 1.35% | −451−0.5% | 減碼 |
| Cohen Capital Management, Inc. | 86,752 | $1,420 萬 | 2.47% | −15,365−15.0% | 減碼 |
| Freestone Capital Holdings, LLC | 86,449 | $1,415 萬 | 0.71% | −5,305−5.8% | 減碼 |
| River & Mercantile Asset Management LLP | 86,384 | $1,414 萬 | 1.10% | −38,052−30.6% | 減碼 |
| Prospector Partners LLC | 86,050 | $1,409 萬 | 1.81% | −4,600−5.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 85,899 | $1,406 萬 | 0.95% | +3,129+3.8% | 加碼 |
| Sand Hill Global Advisors, LLC | 85,893 | $1,406 萬 | 0.85% | −1,533−1.8% | 減碼 |
| Circle Wealth Management, LLC | 85,709 | $1,403 萬 | 2.02% | −2,116−2.4% | 減碼 |
| Steel Peak Wealth Management LLC | 85,549 | $1,400 萬 | 0.95% | +7,501+9.6% | 加碼 |
| JCIC Asset Management Inc. | 85,420 | $1,398 萬 | 4.60% | −190−0.2% | 減碼 |
| World Asset Management Inc | 85,377 | $1,398 萬 | 1.39% | −5,755−6.3% | 減碼 |
| Peak Asset Management, LLC | 85,261 | $1,396 萬 | 3.44% | +1,253+1.5% | 加碼 |
| Cohen Klingenstein LLC | 85,126 | $1,393 萬 | 0.61% | −11,053−11.5% | 減碼 |
| Diversified Trust Co | 84,837 | $1,389 萬 | 0.50% | −1,442−1.7% | 減碼 |
| Lyell Wealth Management, LP | 84,126 | $1,377 萬 | 1.67% | +356+0.4% | 加碼 |
| Cape Cod Five Cents Savings Bank | 84,080 | $1,376 萬 | 1.41% | +1,221+1.5% | 加碼 |
| Rice Partnership, LLC | 84,031 | $1,376 萬 | 4.35% | −616−0.7% | 減碼 |
| IBM Retirement Fund | 83,868 | $1,373 萬 | 1.07% | −943−1.1% | 減碼 |
| Hoylecohen, LLC | 83,599 | $1,368 萬 | 1.30% | −727−0.9% | 減碼 |
| Integrated Advisors Network LLC | 83,427 | $1,366 萬 | 0.91% | +5,645+7.3% | 加碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 83,150 | $1,361 萬 | 2.49% | 00.0% | 不變 |
| Transform Wealth, LLC | 82,715 | $1,354 萬 | 1.55% | −486−0.6% | 減碼 |
| IFP Advisors, Inc | 82,744 | $1,354 萬 | 0.27% | +7,769+10.4% | 加碼 |
| Hudson Valley Investment Advisors Inc | 82,496 | $1,350 萬 | 2.32% | −669−0.8% | 減碼 |
| Charter Trust Co | 82,471 | $1,350 萬 | 1.26% | −1,044−1.3% | 減碼 |
| Ferris Capital, LLC | 80,264 | $1,345 萬 | 2.88% | +80,264 | 新進 |
| NJ State Employees Deferred Compensation Plan | 82,000 | $1,342 萬 | 1.82% | 00.0% | 不變 |
| Cypress Capital Group | 81,617 | $1,336 萬 | 1.82% | +811+1.0% | 加碼 |
| Haverford Financial Services, Inc. | 81,559 | $1,335 萬 | 3.25% | −73−0.1% | 減碼 |
| Burns J W & Co Inc | 81,409 | $1,333 萬 | 2.09% | +2,159+2.7% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 81,258 | $1,330 萬 | 1.50% | +793+1.0% | 加碼 |
| Brown Brothers Harriman & Co | 81,058 | $1,327 萬 | 0.08% | −7,045−8.0% | 減碼 |
| Winslow Asset Management Inc | 80,634 | $1,320 萬 | 2.55% | −694−0.9% | 減碼 |
| D L Carlson Investment Group Inc | 80,147 | $1,312 萬 | 2.28% | +495+0.6% | 加碼 |
| Thompson Investment Management, Inc. | 80,040 | $1,310 萬 | 1.95% | −938−1.2% | 減碼 |
| Capital Growth Management LP | 80,000 | $1,310 萬 | 1.20% | −95,000−54.3% | 減碼 |
| General American Investors Co Inc | 80,000 | $1,310 萬 | 1.11% | 00.0% | 不變 |
| Brookfield Asset Management Inc. | 79,858 | $1,307 萬 | 0.05% | +79,858 | 新進 |
| Earnest Partners LLC | 79,566 | $1,302 萬 | 0.08% | −5,279−6.2% | 減碼 |
| American Portfolios Advisors | 79,488 | $1,301 萬 | 0.49% | −4,717−5.6% | 減碼 |
| Lincoln National Corp | 79,115 | $1,295 萬 | 0.28% | +1,587+2.0% | 加碼 |
| Sonora Investment Management, LLC | 78,904 | $1,292 萬 | 1.62% | +2,942+3.9% | 加碼 |
| 1st Source Bank | 78,775 | $1,289 萬 | 0.81% | −1,191−1.5% | 減碼 |
| Means Investment Co., Inc. | 78,707 | $1,288 萬 | 2.54% | +407+0.5% | 加碼 |
| Nicola Wealth Management Ltd. | 78,500 | $1,285 萬 | 1.32% | −6,000−7.1% | 減碼 |
| Private Advisory Group LLC | 78,404 | $1,283 萬 | 3.13% | +404+0.5% | 加碼 |
| Allstate Corp | 78,127 | $1,279 萬 | 0.53% | −5,454−6.5% | 減碼 |
| German American Bancorp, Inc. | 77,799 | $1,274 萬 | 1.96% | +2,340+3.1% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 77,575 | $1,270 萬 | 1.34% | −1,213−1.5% | 減碼 |
| Verdence Capital Advisors LLC | 77,487 | $1,268 萬 | 1.67% | −874−1.1% | 減碼 |
| Security Asset Management | 77,336 | $1,266 萬 | 5.12% | −3,179−3.9% | 減碼 |
| Siemens Fonds Invest GmbH | 77,254 | $1,265 萬 | 0.84% | +3,219+4.3% | 加碼 |
| Chicago Partners Investment Group LLC | 75,347 | $1,263 萬 | 0.89% | +299+0.4% | 加碼 |
| Ycg, LLC | 77,042 | $1,261 萬 | 1.19% | −726−0.9% | 減碼 |
| Girard Partners Ltd. | 76,896 | $1,259 萬 | 1.59% | +2,795+3.8% | 加碼 |
| Mark Stevens | 76,582 | $1,254 萬 | 1.40% | −821−1.1% | 減碼 |
| Compton Capital Management Inc | 76,539 | $1,253 萬 | 3.68% | −930−1.2% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 76,276 | $1,249 萬 | 0.63% | +1,850+2.5% | 加碼 |
| Close Asset Management Ltd | 75,978 | $1,244 萬 | 0.61% | +549+0.7% | 加碼 |
| Prime Capital Investment Advisors, LLC | 75,765 | $1,240 萬 | 0.77% | +17,612+30.3% | 加碼 |
| Cypress Asset Management Inc | 75,627 | $1,238 萬 | 3.21% | +229+0.3% | 加碼 |
| Park Avenue Securities LLC | 75,615 | $1,238 萬 | 0.25% | +4,059+5.7% | 加碼 |
| Community Bank, N.A. | 75,276 | $1,232 萬 | 1.50% | −2,447−3.1% | 減碼 |
| Eagle Ridge Investment Management | 75,183 | $1,231 萬 | 1.37% | +1,866+2.5% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 75,170 | $1,231 萬 | 1.26% | +27,708+58.4% | 加碼 |
| Punch & Associates Investment Management, Inc. | 75,068 | $1,229 萬 | 0.70% | +155+0.2% | 加碼 |
| Redpoint Investment Management Pty Ltd | 74,776 | $1,224 萬 | 1.04% | −3,002−3.9% | 減碼 |
| Everence Capital Management Inc | 74,775 | $1,224 萬 | 1.00% | +2,370+3.3% | 加碼 |
| Pettee Investors, Inc. | 74,525 | $1,220 萬 | 5.68% | +330.0% | 加碼 |
| Miracle Mile Advisors, LLC | 73,978 | $1,211 萬 | 0.58% | +3,377+4.8% | 加碼 |
| TownSquare Capital, LLC | 73,971 | $1,211 萬 | 0.35% | −593−0.8% | 減碼 |
| Intact Investment Management Inc. | 73,800 | $1,208 萬 | 0.34% | +2,700+3.8% | 加碼 |
| Resource Management, LLC | 73,569 | $1,204 萬 | 1.38% | +1,525+2.1% | 加碼 |
| LifePro Asset Management | 73,527 | $1,204 萬 | 3.65% | +68,624+1,399.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 73,415 | $1,202 萬 | 0.31% | −38,579−34.4% | 減碼 |
| Q Capital Solutions | 73,325 | $1,200 萬 | 8.80% | +24,700+50.8% | 加碼 |
| Sowell Financial Services LLC | 73,292 | $1,200 萬 | 0.81% | −5,517−7.0% | 減碼 |
| Northern Oak Wealth Management Inc | 73,177 | $1,198 萬 | 1.46% | −289−0.4% | 減碼 |
| Wetherby Asset Management Inc | 73,061 | $1,196 萬 | 0.74% | +1,537+2.1% | 加碼 |
| Great Lakes Advisors, LLC | 73,050 | $1,196 萬 | 0.19% | +1,416+2.0% | 加碼 |
| Farmers Trust Co | 71,311 | $1,192 萬 | 2.65% | −2,041−2.8% | 減碼 |
| Strategy Asset Managers LLC | 72,705 | $1,190 萬 | 2.65% | −5,356−6.9% | 減碼 |
| King Wealth | 72,604 | $1,189 萬 | 2.43% | +1,047+1.5% | 加碼 |
| Buckingham Capital Management, Inc. | 72,524 | $1,187 萬 | 1.94% | +234+0.3% | 加碼 |
| Trust Co of Toledo NA | 72,505 | $1,187 萬 | 1.94% | −757−1.0% | 減碼 |
| Ropes Wealth Advisors LLC | 72,392 | $1,185 萬 | 1.90% | −2,584−3.4% | 減碼 |
| Hoertkorn Richard Charles | 72,116 | $1,181 萬 | 5.31% | −225−0.3% | 減碼 |
| Wellington Shields Capital Management, LLC | 72,064 | $1,180 萬 | 1.61% | −1,559−2.1% | 減碼 |
| L & S Advisors Inc | 71,928 | $1,177 萬 | 1.27% | +37,072+106.4% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 69,034 | $1,174 萬 | 0.70% | +57,296+488.1% | 加碼 |
| Boenning & Scattergood, Inc. | 71,667 | $1,173 萬 | 2.06% | +974+1.4% | 加碼 |
| Gemsstock Limited | 71,500 | $1,170 萬 | 5.31% | −16,400−18.7% | 減碼 |
| Caldwell Trust Co | 71,481 | $1,170 萬 | 1.48% | +1,330+1.9% | 加碼 |
| Brookstone Capital Management | 72,593 | $1,169 萬 | 0.21% | −911−1.2% | 減碼 |
| Strategic Global Advisors, LLC | 71,300 | $1,167 萬 | 1.71% | +3,552+5.2% | 加碼 |