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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 5,158 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。

其他股別AMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM

2021 年第 4 季與 2021 年第 3 季比較

持有 JPMorgan Chase & Co 的機構從 2021 年第 3 季到 2021 年第 4 季的變化。

2021 年第 4 季全部持有人2021 年第 3 季全部持有人

JPM 的 13F 持有人:2021 年第 3 季與 2021 年第 4 季比較
項目2021 年第 3 季其中尚未申報 2021 年第 4 季2021 年第 4 季變化
持有家數3,239533,595+409
股數20.9 億356.3 萬20.9 億+27.5 萬 (0.0%)
市值$3,420 億$5.81 億$3,301 億−$114.0 億 (−3.3%)

53 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(498 家)

2021 年第 4 季季末持有 JPMorgan Chase & Co、2021 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 498 家。

2021 年第 4 季新進 JPM 的機構
機構股數市值佔組合 %
National Bank of Canada1,880,677$2.98 億1.25%
Allspring Global Investments Holdings, LLC1,751,712$2.77 億0.31%
TD Waterhouse Canada Inc.916,803$1.65 億1.61%
Paralel Advisors LLC1,028,000$1.63 億9.43%
LGT Group Foundation716,107$1.13 億2.92%
Yousif Capital Management, LLC500,119$7,919 萬0.82%
Stonegate Investment Group, LLC470,916$7,457 萬3.13%
Fullerton Fund Management Co Ltd.365,389$5,786 萬2.90%
Industrial Alliance Investment Management Inc.274,823$4,352 萬1.00%
B. Metzler seel. Sohn & Co. AG274,095$4,344 萬0.56%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH206,802$3,289 萬2.34%
MMBG Investment Advisors Co.200,910$3,181 萬3.06%
Mill Capital Management, LLC198,920$3,150 萬3.23%
Itau Unibanco Holding S.A.192,243$3,047 萬1.04%
Exane Asset Management167,254$2,648 萬6.91%
Congress Wealth Management LLC166,551$2,637 萬0.53%
Arvest Trust Co N A165,018$2,613 萬1.38%
Two Sigma Investments, LP155,819$2,467 萬0.06%
Gillson Capital LP130,342$2,064 萬1.34%
Eagle Rock Investment Company, LLC104,237$1,651 萬3.16%
Waverton Investment Management Ltd100,515$1,592 萬0.50%
NorthCrest Asset Manangement, LLC97,924$1,551 萬0.85%
Yarbrough Capital, LLC97,875$1,550 萬0.83%
Quest Investment Management LLC93,733$1,484 萬1.27%
Perfromance Wealth Partners, LLC89,795$1,422 萬0.57%
Discovery Capital Management, LLC86,300$1,367 萬1.06%
Desjardins Global Asset Management Inc.84,693$1,341 萬1.15%
Forum Financial Management, LP83,301$1,319 萬0.68%
CWM, LLC81,957$1,298 萬0.09%
Sonora Investment Management Group, LLC81,876$1,297 萬1.51%
Ardent Capital Management, Inc.77,109$1,221 萬8.11%
LGT Fund Management Co Ltd.62,550$990.5 萬2.85%
Altrafin AG61,118$967.8 萬3.50%
Carmel Capital Management L.L.C.56,568$895.8 萬4.40%
American Trust51,774$819.8 萬0.63%
Connectus Wealth, LLC48,101$762.3 萬0.30%
Washington Trust Advisors, Inc.47,610$753.8 萬0.51%
Axxcess Wealth Management, LLC46,038$729.1 萬0.55%
HB Wealth Management, LLC43,862$694.6 萬0.14%
Schechter Investment Advisors, LLC40,708$644.6 萬0.58%
Charles Carroll Financial Partners, LLC40,170$636.1 萬6.32%
Patient Capital Management, LLC39,900$631.8 萬2.56%
Tradewinds, LLC.33,986$578.1 萬6.82%
Martingale Asset Management L P36,490$577.9 萬0.07%
NEIRG Wealth Management, LLC35,559$563.1 萬1.08%
Arrowstreet Capital, Limited Partnership35,391$560.4 萬0.01%
Chemistry Wealth Management LLC35,160$556.8 萬4.67%
Next Level Private LLC35,160$556.8 萬4.67%
Confluence Wealth Services, Inc.33,865$536.2 萬1.73%
Concorde Financial Corp30,559$508.5 萬3.20%
Ahl Investment Management, Inc.31,805$503.6 萬4.60%
McBroom & Associates, LLC31,397$497.2 萬3.74%
Bill Few Associates, Inc.31,252$494.9 萬2.56%
Western Wealth Management, LLC31,158$493.7 萬0.49%
Lauterbach Financial Advisors, LLC31,180$493.7 萬4.36%
Wealth Effects LLC30,780$487.4 萬2.02%
Castleview Partners, LLC766,449$484.0 萬0.04%
Audent Global Asset Management, LLC30,104$476.7 萬2.00%
Ally Financial Inc.30,000$475.1 萬0.43%
CSS LLC30,000$475.0 萬0.21%
Highlander Partners, L.P.29,000$459.2 萬5.60%
RBA Wealth Management, LLC28,665$453.9 萬2.14%
Andrew Hill Investment Advisors, Inc.28,608$453.0 萬4.23%
Account Management LLC28,477$450.9 萬3.89%
Ameritas Advisory Services, LLC28,181$446.2 萬0.16%
Seven Eight Capital, LP28,167$446.0 萬0.80%
GDS Wealth Management27,809$440.4 萬0.99%
Baader Bank INC27,725$439.0 萬0.35%
Enhancing Capital LLC27,490$435.3 萬4.73%
Ascent Group, LLC29,891$433.7 萬0.55%
apricus wealth, LLC26,864$425.4 萬3.80%
Options Solutions, LLC26,422$418.4 萬3.80%
Peterson Wealth Services25,960$411.1 萬2.73%
Metis Global Partners, LLC25,882$409.9 萬1.14%
Financial Advisory Partners, LLC25,631$405.9 萬1.48%
MBB Public Markets I LLC25,373$401.8 萬0.08%
Magnetar Financial LLC25,367$401.7 萬0.04%
Duality Advisers, LP25,323$401.0 萬0.43%
Mechanics Financial Corp24,800$392.7 萬1.86%
Udine Wealth Management, Inc.24,379$386.0 萬3.98%
NCM Capital Management, LLC22,928$363.1 萬3.22%
Scissortail Wealth Management, LLC22,677$359.1 萬1.38%
Dynamic Technology Lab Private Ltd22,265$352.6 萬0.39%
Mystic Asset Management, Inc.22,246$352.2 萬1.66%
C2C Wealth Management, LLC21,759$344.5 萬0.49%
Stone Point Wealth LLC21,697$344.4 萬2.79%
Braun-Bostich & Associates Inc.22,847$343.4 萬0.82%
Northcape Wealth Management, LLC21,618$342.3 萬1.15%
CoreCap Advisors, LLC21,004$332.6 萬0.22%
Silicon Valley Community Foundation20,905$331.0 萬0.22%
Comprehensive Financial Consultants Institutional, Inc.22,016$325.7 萬2.09%
Northstar Advisory Group, LLC20,421$323.4 萬1.92%
Passive Capital Management, LLC.20,117$318.6 萬1.80%
Fractal Investments LLC20,089$318.1 萬1.10%
Hancock Whitney Investment Services Inc.19,718$313.4 萬0.54%
Royal Capital Wealth Management, LLC19,601$310.4 萬3.01%
New Century Advisors, LLC19,125$302.8 萬2.87%
Long Run Wealth Advisors, LLC18,997$302.1 萬1.05%
Prosperity Consulting Group, LLC20,099$301.4 萬2.26%
Leonteq Securities AG18,886$299.1 萬0.14%

清倉機構(89 家)

2021 年第 3 季季末持有 JPMorgan Chase & Co、2021 年第 4 季有申報但已經沒有持有的機構。

2021 年第 4 季清倉 JPM 的機構
機構2021 年第 3 季股數2021 年第 3 季市值
AMP Capital Investors Ltd832,893$1.36 億
Beutel, Goodman & Co Ltd.339,902$5,564 萬
Parallax Volatility Advisers, L.P.235,694$3,858 萬
Ergoteles LLC210,083$3,439 萬
Graticule Asia Macro Advisors LLC167,581$2,743 萬
UBS Oconnor LLC135,000$2,210 萬
Lombard Odier Asset Management (Europe) Ltd131,243$2,148 萬
Capital Growth Management LP80,000$1,310 萬
Weiss Multi-Strategy Advisers LLC62,500$1,023 萬
Meeder Asset Management Inc56,682$927.9 萬
McDonald Partners LLC51,562$844.0 萬
TT International Asset Management LTD51,509$843.2 萬
QVT Financial LP50,262$822.7 萬
JS Capital Management LLC50,000$818.5 萬
Quantitative Investment Management, LLC44,643$730.7 萬
Carlson Capital L P41,800$684.2 萬
Alight Capital Management LP40,000$654.8 萬
Value Partners Investments Inc.39,120$636.7 萬
Taylor, Cottrill, Erickson & Associates, Inc.38,568$631.3 萬
CastleArk Alternatives, LLC38,070$623.2 萬
FORA Capital, LLC37,037$606.3 萬
Ilmarinen Mutual Pension Insurance Co35,000$572.9 萬
Global Retirement Partners, LLC34,392$563.0 萬
Point72 Hong Kong Ltd29,633$485.1 萬
Crestline Management, LP25,251$413.3 萬
Sawgrass Asset Management LLC23,719$388.3 萬
HAP Trading, LLC19,167$313.7 萬
DeDora Capital, Inc.16,984$278.0 萬
Quattro Financial Advisors LLC15,953$270.0 萬
MKP Capital Management, L.L.C.14,224$232.8 萬
MCF Advisors LLC13,398$219.3 萬
Sovarnum Capital L.P.12,500$204.6 萬
Granite Point Capital Management, L.P.10,000$163.7 萬
Bingham Osborn & Scarborough LLC9,893$161.9 萬
Kapitalo Investimentos Ltda8,500$139.1 萬
Advus Financial Partners, LLC7,696$121.9 萬
Cliftonlarsonallen Wealth Advisors, LLC6,798$111.3 萬
Interchange Capital Partners, LLC4,969$81.3 萬
Simplex Trading, LLC4,940$77.5 萬
Hobart Private Capital, LLC4,558$74.6 萬
Alyeska Investment Group, L.P.4,549$74.5 萬
Blue Water Life Science Advisors, LLC13,762$61.6 萬
Clal Insurance Enterprises Holdings Ltd3,500$57.3 萬
Botty Investors LLC3,198$52.3 萬
Matisse Capital3,031$49.6 萬
Tuttle Tactical Management3,026$49.5 萬
Blueshift Asset Management, LLC2,822$46.2 萬
Praetorian Wealth Management, Inc.2,628$43.0 萬
Golden Green, Inc.2,608$42.7 萬
Mountain Capital Investment Advisors, Inc2,432$41.4 萬
Walkner Condon Financial Advisors LLC2,446$40.1 萬
QVR LLC2,441$40.0 萬
Jeereddi Investments, LP2,313$37.9 萬
Wealth Advisors of Iowa, LLC2,164$35.4 萬
Joseph P. Lucia & Associates, LLC2,098$34.4 萬
BEAM Asset Management, LLC2,083$34.1 萬
Wescott Financial Advisory Group, LLC2,079$34.0 萬
Teza Capital Management LLC2,034$33.3 萬
Petix & Botte Co2,014$32.9 萬
ERn Financial, LLC1,879$30.8 萬
Alamar Capital Management, LLC1,796$29.4 萬
Ellsworth Advisors, LLC1,699$27.8 萬
Pinnacle Family Advisors, LLC1,628$26.6 萬
Seven Springs Wealth Group, LLC1,564$25.6 萬
Summit Place Financial Advisors, LLC1,499$24.5 萬
Twin Tree Management, LP1,479$24.2 萬
Essex Private Wealth Management, LLC1,436$23.5 萬
McGuire Investment Group, LLC1,432$23.4 萬
Quaker Wealth Management, LLC1,405$23.0 萬
Flaharty Asset Management, LLC1,381$22.6 萬
Cypress Point Wealth Management, LLC1,377$22.5 萬
GenTrust, LLC1,342$22.0 萬
Manatuck Hill Partners, LLC1,305$21.4 萬
Peak Financial Management, Inc.1,308$21.4 萬
Brand Asset Management Group, Inc.1,290$21.1 萬
Capstone Triton Financial Group, LLC1,224$20.9 萬
RHS Financial, LLC1,250$20.5 萬
Ashford Capital Management Inc1,242$20.3 萬
Burns Matteson Capital Management, LLC1,239$20.3 萬
White Lighthouse Investment Management Inc.1,227$20.1 萬
Atlas Private Wealth Advisors1,073$17.6 萬
Lountzis Asset Management, LLC1,050$17.2 萬
Cutler Capital Management, LLC1,000$16.4 萬
Resolute Partners Group726$11.9 萬
Red Tortoise LLC304$3.20 萬
Tfo-TDC, LLC185$3.00 萬
Cordant, Inc.45$7,000
True Link Financial Advisors, LLC43$7,000
Robinson Value Management, Ltd.37$6,000

尚未申報 2021 年第 4 季的機構(53 家)

2021 年第 3 季季末持有 JPMorgan Chase & Co、還沒有申報 2021 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 3 季持有 JPM、尚未申報 2021 年第 4 季的機構
機構2021 年第 3 季股數2021 年第 3 季市值
B. Metzler seel. Sohn & Co. Holding AG1,079,324$1.77 億
Marshall Wace North America L.P.341,636$5,592 萬
Hexavest Inc.238,840$3,910 萬
Qci Asset Management Inc194,584$3,185 萬
Arvest Bank Trust Division171,478$2,807 萬
HighPoint Advisor Group LLC159,545$2,612 萬
Kdi Capital Partners LLC101,615$1,663 萬
Psagot Investment House Ltd.90,984$1,489 萬
Alexandria Capital, LLC88,535$1,449 萬
BBVA USA86,946$1,423 萬
World Asset Management Inc85,377$1,398 萬
Sonora Investment Management, LLC78,904$1,292 萬
NorthCoast Asset Management LLC58,963$965.9 萬
Eudaimonia Partners, LLC54,173$886.8 萬
Wealth Advisory Solutions, LLC54,041$884.6 萬
Landsberg, Bennett, & Dubbaneh LLC50,403$842.4 萬
Cardan Capital Partners, LLC51,308$839.9 萬
Mid Atlantic Financial Management Inc45,857$750.6 萬
Unified Trust Company, N.A.45,228$740.3 萬
Homrich & Berg42,629$697.8 萬
Granite Investment Advisors, LLC41,517$679.6 萬
Security National Trust Co43,269$673.0 萬
New England Investment & Retirement Group, Inc.35,338$578.5 萬
Fma Advisory Inc34,477$564.3 萬
Old Dominion Capital Management Inc29,992$490.9 萬
Ameritas Investment Company, LLC25,651$419.9 萬
Cascadia Advisory Services, LLC21,927$358.9 萬
Farr Miller & Washington LLC21,592$353.4 萬
Berman Capital Advisors, LLC16,833$275.4 萬
Knott David M16,740$274.0 萬
Harbor Financial Services, LLC13,806$226.0 萬
Professional Planning12,889$210.9 萬
Heritage Wealth Management, LLC11,730$192.0 萬
CAMG Solamere Management, LLC11,604$189.8 萬
Covenant Multifamily Offices, LLC10,574$178.3 萬
First Mercantile Trust Co10,486$171.7 萬
Mercer Capital Advisers, Inc.10,244$167.7 萬
Optimal Asset Management, Inc.9,883$161.8 萬
Green Harvest Asset Management LLC8,794$138.5 萬
Weather Gauge Advisory, LLC7,448$121.9 萬
Newport Wealth Strategies, Inc.4,137$67.7 萬
Filbrandt Wealth Management, LLC3,914$64.1 萬
BFT Financial Group, LLC3,297$54.0 萬
Gryphon International Investment CORP2,972$48.6 萬
Swaine & Leidel Wealth Services, LLC2,961$48.4 萬
Spotlight Asset Group, Inc.2,739$44.8 萬
Rinet Co LLC2,531$41.4 萬
Brouwer & Janachowski, LLC2,182$35.7 萬
Wealth Quarterback LLC16,131$33.7 萬
Derby & Company, Inc2,041$33.4 萬
Pacific Edge Advisors, LLC1,878$30.7 萬
Harborview Advisors, LLC1,812$29.7 萬
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,324$21.7 萬