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 4 季 13F 持有人
JPMorgan Chase & Co 在 2021/12/31 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
- 3,595
- 較 2021 年第 3 季 +409 家
- 持有股數
- 20.9 億
- 較 2021 年第 3 季 +27.5 萬 (0.0%)
- 總市值
- $3,301 億
- 較 2021 年第 3 季 −$114.0 億 (−3.3%)
- 新進機構
- 498
- 另有 1,592 家加碼
- 清倉機構
- 89
- 另有 1,167 家減碼
另有 53 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Keating Investment Counselors Inc | 6,198 | $98.1 萬 | 0.43% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 6,196 | $98.1 萬 | 0.29% | +60+1.0% | 加碼 |
| Aua Capital Management, LLC | 6,195 | $98.1 萬 | 0.58% | +1,807+41.2% | 加碼 |
| Riverbridge Partners LLC | 6,205 | $98.3 萬 | 0.01% | 00.0% | 不變 |
| McDaniel Terry & Co | 6,215 | $98.4 萬 | 0.10% | +1,395+28.9% | 加碼 |
| Crew Capital Management, Ltd. | 6,220 | $98.5 萬 | 0.83% | 00.0% | 不變 |
| Okabena Investment Services Inc | 6,221 | $98.5 萬 | 0.37% | +3,675+144.3% | 加碼 |
| Credential Qtrade Securities Inc. | 6,231 | $98.7 萬 | 0.07% | −4,192−40.2% | 減碼 |
| HBW Advisory Services LLC | 6,236 | $98.7 萬 | 0.23% | −518−7.7% | 減碼 |
| Stephens Consulting, LLC | 6,238 | $98.8 萬 | 0.84% | +6,238 | 新進 |
| Montz Harcus Wealth Management LLC | 6,241 | $98.8 萬 | 0.87% | +6,241 | 新進 |
| Berger Financial Group, Inc | 6,251 | $99.0 萬 | 0.13% | +2,338+59.7% | 加碼 |
| Westwood Management Corp | 6,260 | $99.1 萬 | 0.08% | 00.0% | 不變 |
| Costello Asset Management, INC | 6,256 | $99.1 萬 | 0.61% | +987+18.7% | 加碼 |
| Landaas & Co | 6,254 | $99.1 萬 | 0.53% | +3,204+105.0% | 加碼 |
| Consilium Wealth Advisory, LLC | 6,270 | $99.3 萬 | 0.64% | +6,270 | 新進 |
| Denali Advisors LLC | 6,300 | $99.8 萬 | 0.37% | −200−3.1% | 減碼 |
| Westfield Capital Management Co LP | 6,300 | $99.8 萬 | 0.01% | 00.0% | 不變 |
| Fullen Financial Group | 6,303 | $99.8 萬 | 0.56% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 6,319 | $100.1 萬 | 0.05% | −9,329−59.6% | 減碼 |
| Vision Capital Management, Inc. | 6,330 | $100.2 萬 | 0.15% | +29+0.5% | 加碼 |
| Altus Wealth Group LLC | 6,330 | $100.2 萬 | 0.83% | +49+0.8% | 加碼 |
| BCS Wealth Management | 6,336 | $100.3 萬 | 0.36% | +4,552+255.2% | 加碼 |
| Monument Capital Management | 6,338 | $100.4 萬 | 0.31% | +1,488+30.7% | 加碼 |
| Private Wealth Advisors | 6,345 | $100.5 萬 | 0.32% | 00.0% | 不變 |
| Wilkins Investment Counsel Inc | 6,354 | $100.6 萬 | 0.22% | 00.0% | 不變 |
| Regent Peak Wealth Advisors LLC | 6,350 | $100.6 萬 | 0.27% | +140+2.3% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 29,424 | $100.8 萬 | 0.45% | +25,745+699.8% | 加碼 |
| Crumly & Associates Inc. | 6,812 | $101.3 萬 | 0.40% | −1,076−13.6% | 減碼 |
| Saturna Capital CORP | 6,401 | $101.4 萬 | 0.02% | −350−5.2% | 減碼 |
| LifePro Asset Management | 6,417 | $101.6 萬 | 0.30% | −67,110−91.3% | 減碼 |
| Zimmermann Investment Management & Planning LLC | 6,416 | $101.6 萬 | 0.57% | +6,416 | 新進 |
| NTB Financial Corp | 6,415 | $101.6 萬 | 0.71% | +6,415 | 新進 |
| Capital Management Associates | 6,435 | $101.9 萬 | 1.00% | −140−2.1% | 減碼 |
| Dean Investment Associates, LLC | 6,440 | $102.0 萬 | 0.18% | −187−2.8% | 減碼 |
| Ami Asset Management Corp | 6,444 | $102.0 萬 | 0.05% | +778+13.7% | 加碼 |
| Prudent Man Advisors, LLC | 6,446 | $102.1 萬 | 0.39% | −1,033−13.8% | 減碼 |
| Apella Capital, LLC | 6,457 | $102.2 萬 | 0.13% | +1,162+21.9% | 加碼 |
| New Jersey Better Educational Savings Trust | 6,461 | $102.3 萬 | 2.27% | −1,490−18.7% | 減碼 |
| Sterneck Capital Management, LLC | 6,462 | $102.3 萬 | 0.61% | 00.0% | 不變 |
| Investors Financial Group, LLC | 6,461 | $102.3 萬 | 0.48% | +7+0.1% | 加碼 |
| Foresight Wealth Management, LLC | 6,504 | $103.0 萬 | 0.39% | +213+3.4% | 加碼 |
| Community Capital Management, Inc. | 8,700 | $103.1 萬 | 1.10% | 00.0% | 不變 |
| Cooper Financial Group | 6,512 | $103.1 萬 | 0.39% | −1,471−18.4% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 6,523 | $103.3 萬 | 0.65% | −622−8.7% | 減碼 |
| Triumph Capital Management | 6,523 | $103.3 萬 | 0.45% | +2,242+52.4% | 加碼 |
| E Fund Management Co., Ltd. | 6,532 | $103.4 萬 | 0.04% | −36−0.5% | 減碼 |
| Waypoint Capital Advisors, LLC | 6,531 | $103.4 萬 | 0.71% | +6,531 | 新進 |
| InTrack Investment Management Inc | 6,543 | $103.6 萬 | 0.72% | −820−11.1% | 減碼 |
| Renasant Bank | 6,543 | $103.6 萬 | 0.70% | −101−1.5% | 減碼 |
| Wealth Dimensions Group, Ltd. | 6,551 | $103.7 萬 | 0.51% | +704+12.0% | 加碼 |
| Tennessee Valley Asset Management Partners | 6,556 | $103.8 萬 | 0.35% | +140+2.2% | 加碼 |
| Solstein Capital, LLC | 6,561 | $103.9 萬 | 0.63% | 00.0% | 不變 |
| Cozad Asset Management Inc | 6,577 | $104.1 萬 | 0.15% | +42+0.6% | 加碼 |
| Donald L. Hagan, LLC | 6,576 | $104.1 萬 | 0.54% | +193+3.0% | 加碼 |
| Alesco Advisors LLC | 6,600 | $104.5 萬 | 0.03% | −605−8.4% | 減碼 |
| Security Financial Services, INC. | 6,598 | $104.5 萬 | 0.35% | +6,598 | 新進 |
| Rodgers Brothers Inc. | 6,607 | $104.6 萬 | 0.19% | 00.0% | 不變 |
| Keystone Financial Services | 6,606 | $104.6 萬 | 0.54% | +6,606 | 新進 |
| L2 Asset Management, LLC | 6,613 | $104.7 萬 | 0.73% | +6,613 | 新進 |
| Paulson Wealth Management Inc. | 6,630 | $105.0 萬 | 0.47% | −684−9.4% | 減碼 |
| Northside Capital Management, LLC | 6,628 | $105.0 萬 | 0.28% | −393−5.6% | 減碼 |
| Cambridge Advisors Inc. | 6,632 | $105.0 萬 | 0.24% | +29+0.4% | 加碼 |
| Security National Bank | 6,660 | $105.4 萬 | 0.24% | +122+1.9% | 加碼 |
| First National Bank of Hutchinson | 6,678 | $105.7 萬 | 0.60% | −50−0.7% | 減碼 |
| Legacy Wealth Asset Management, LLC | 6,693 | $106.0 萬 | 0.36% | +71+1.1% | 加碼 |
| Wagner Wealth Management, LLC | 6,691 | $106.0 萬 | 0.81% | +403+6.4% | 加碼 |
| Alta Wealth Advisors LLC | 6,704 | $106.2 萬 | 0.65% | +180+2.8% | 加碼 |
| CWS Financial Advisors, LLC | 6,705 | $106.2 萬 | 0.37% | +6,705 | 新進 |
| Meridian Investment Counsel Inc. | 6,730 | $106.6 萬 | 0.35% | +1,621+31.7% | 加碼 |
| Cherry Creek Investment Advisors, Inc. | 6,753 | $106.9 萬 | 0.66% | +56+0.8% | 加碼 |
| BNC Wealth Management, LLC | 6,760 | $107.0 萬 | 0.51% | +35+0.5% | 加碼 |
| Kolinsky Wealth Management, LLC | 6,755 | $107.0 萬 | 0.99% | +6,755 | 新進 |
| Portland Investment Counsel Inc. | 6,765 | $107.1 萬 | 0.47% | 00.0% | 不變 |
| Amplius Wealth Advisors, LLC | 6,769 | $107.1 萬 | 0.15% | +6,769 | 新進 |
| Syntal Capital Partners, LLC | 6,783 | $107.4 萬 | 0.46% | −32−0.5% | 減碼 |
| Profit Investment Management, LLC | 6,784 | $107.5 萬 | 0.68% | +1,467+27.6% | 加碼 |
| Winmill & Co. Inc | 6,800 | $107.7 萬 | 0.31% | 00.0% | 不變 |
| Galibier Capital Management Ltd. | 6,831 | $108.2 萬 | 0.16% | 00.0% | 不變 |
| Summit Financial Strategies, Inc. | 6,840 | $108.3 萬 | 0.21% | −138−2.0% | 減碼 |
| Wall Street Access Asset Management, LLC | 6,866 | $108.6 萬 | 0.58% | −876−11.3% | 減碼 |
| Krane Funds Advisors LLC | 6,883 | $109.0 萬 | 0.03% | −1,114−13.9% | 減碼 |
| Bigelow Investment Advisors, LLC | 6,886 | $109.0 萬 | 0.50% | +69+1.0% | 加碼 |
| Veracity Capital LLC | 6,883 | $109.0 萬 | 0.44% | +114+1.7% | 加碼 |
| Northwest Wealth Management, LLC | 6,885 | $109.0 萬 | 0.51% | +224+3.4% | 加碼 |
| First Bank & Trust | 6,893 | $109.1 萬 | 0.46% | −2,732−28.4% | 減碼 |
| First Citizens Financial Corp | 6,897 | $109.2 萬 | 0.80% | −67−1.0% | 減碼 |
| Greylin Investment Mangement Inc | 6,900 | $109.3 萬 | 0.21% | 00.0% | 不變 |
| United Capital Management of KS, Inc. | 6,914 | $109.5 萬 | 0.41% | +6,914 | 新進 |
| Investors Research Corp | 6,935 | $109.8 萬 | 0.33% | 00.0% | 不變 |
| Ignite Planners, LLC | 7,280 | $109.8 萬 | 0.71% | +7,280 | 新進 |
| Successful Portfolios LLC | 6,939 | $109.9 萬 | 0.60% | +74+1.1% | 加碼 |
| Michael B. Yongue | 6,967 | $110.3 萬 | 0.73% | +150+2.2% | 加碼 |
| Affiance Financial, LLC | 6,979 | $110.5 萬 | 0.46% | 00.0% | 不變 |
| SignalPoint Asset Management, LLC | 6,982 | $110.5 萬 | 0.34% | +85+1.2% | 加碼 |
| Addison Advisors LLC | 7,006 | $110.9 萬 | 0.69% | +2,442+53.5% | 加碼 |
| Round Table Services, LLC | 7,033 | $111.4 萬 | 0.21% | +1,112+18.8% | 加碼 |
| Axiom Investment Management LLC | 7,040 | $111.5 萬 | 1.08% | +1,570+28.7% | 加碼 |
| Future Financial Wealth Managment LLC | 6,910 | $111.7 萬 | 0.89% | +197+2.9% | 加碼 |
| Brookfield Asset Management Inc. | 7,063 | $111.8 萬 | 0.00% | −72,795−91.2% | 減碼 |