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 |
|---|---|---|---|---|---|
| Insight Advisors, LLC | 7,063 | $111.8 萬 | 0.33% | +39+0.6% | 加碼 |
| Hamilton Capital, LLC | 7,060 | $111.8 萬 | 0.09% | +4,137+141.5% | 加碼 |
| LexAurum Advisors, LLC | 7,064 | $111.9 萬 | 0.36% | −6,190−46.7% | 減碼 |
| Cardiff Park Advisors, LLC | 7,078 | $112.1 萬 | 0.15% | +7,078 | 新進 |
| Western Financial Corporation | 7,096 | $112.4 萬 | 0.59% | +741+11.7% | 加碼 |
| Meridian Financial Partners LLC | 7,557 | $112.5 萬 | 0.76% | +394+5.5% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 7,123 | $112.8 萬 | 0.42% | +7,123 | 新進 |
| Asset Allocation & Management Company, LLC | 7,129 | $112.9 萬 | 0.38% | +7,129 | 新進 |
| AllSquare Wealth Management LLC | 7,143 | $113.1 萬 | 0.66% | −53−0.7% | 減碼 |
| Proffitt & Goodson Inc | 7,162 | $113.4 萬 | 0.20% | −53−0.7% | 減碼 |
| Advisor OS, LLC | 7,166 | $113.5 萬 | 0.23% | +580+8.8% | 加碼 |
| TLWM | 7,181 | $113.7 萬 | 0.38% | −1,781−19.9% | 減碼 |
| Signet Financial Management, LLC | 7,183 | $113.7 萬 | 0.17% | −174−2.4% | 減碼 |
| Foundations Investment Advisors, LLC | 6,755 | $113.8 萬 | 0.04% | +457+7.3% | 加碼 |
| AXS Investments LLC | 7,207 | $114.1 萬 | 0.27% | +5,813+417.0% | 加碼 |
| Sterling Investment Counsel, LLC | 7,206 | $114.1 萬 | 0.77% | +7,206 | 新進 |
| Sippican Capital Advisors | 7,215 | $114.2 萬 | 0.97% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 7,214 | $114.2 萬 | 0.22% | +4,308+148.2% | 加碼 |
| Polar Asset Management Partners Inc. | 7,218 | $114.3 萬 | 0.01% | +5,708+378.0% | 加碼 |
| Pluribus Labs, LLC | 7,231 | $114.5 萬 | 1.21% | +7,231 | 新進 |
| Loudon Investment Management, LLC | 7,245 | $114.7 萬 | 0.73% | −300−4.0% | 減碼 |
| HMS Capital Management, LLC | 7,255 | $114.9 萬 | 0.50% | +79+1.1% | 加碼 |
| First National Bank Sioux Falls | 7,260 | $115.0 萬 | 1.23% | −205−2.7% | 減碼 |
| Gilbert & Cook, Inc. | 7,261 | $115.0 萬 | 0.19% | +272+3.9% | 加碼 |
| Objective Capital Management, LLC | 7,261 | $115.0 萬 | 0.81% | +7,261 | 新進 |
| Marble Harbor Investment Counsel, LLC | 7,268 | $115.1 萬 | 0.13% | +1,050+16.9% | 加碼 |
| VisionPoint Advisory Group, LLC | 7,557 | $115.3 萬 | 0.50% | +304+4.2% | 加碼 |
| Herbst Group, LLC | 7,280 | $115.3 萬 | 0.71% | +7,280 | 新進 |
| Tarbox Family Office, Inc. | 7,289 | $115.4 萬 | 0.20% | −4,188−36.5% | 減碼 |
| REDW Wealth LLC | 7,290 | $115.4 萬 | 0.34% | +665+10.0% | 加碼 |
| Iron Financial, LLC | 7,310 | $115.8 萬 | 0.52% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 7,317 | $115.9 萬 | 0.17% | 00.0% | 不變 |
| Halbert Hargrove Global Advisors, LLC | 7,319 | $115.9 萬 | 0.07% | +124+1.7% | 加碼 |
| Hotaling Investment Management, LLC | 7,324 | $116.0 萬 | 0.40% | +615+9.2% | 加碼 |
| McLean Asset Management Corp | 6,910 | $116.4 萬 | 0.45% | −584−7.8% | 減碼 |
| Wealth Management Partners, LLC | 7,000 | $116.4 萬 | 0.80% | −87−1.2% | 減碼 |
| Doheny Asset Management | 7,355 | $116.5 萬 | 0.82% | −334−4.3% | 減碼 |
| IFG Advisors, LLC | 7,386 | $117.0 萬 | 0.50% | −12−0.2% | 減碼 |
| Purus Wealth Management, LLC | 7,395 | $117.1 萬 | 0.73% | −43−0.6% | 減碼 |
| Alhambra Investment Partners LLC | 7,403 | $117.2 萬 | 0.82% | −345−4.5% | 減碼 |
| FJ Capital Management LLC | 7,000 | $117.5 萬 | 0.10% | +7,000 | 新進 |
| Angeles Investment Advisors, LLC | 7,426 | $117.6 萬 | 0.06% | +3,600+94.1% | 加碼 |
| Armbruster Capital Management, Inc. | 7,432 | $117.7 萬 | 0.27% | +145+2.0% | 加碼 |
| High Falls Advisors, Inc | 7,448 | $117.9 萬 | 0.30% | −87−1.2% | 減碼 |
| M. Kraus & Co | 7,446 | $117.9 萬 | 0.38% | +133+1.8% | 加碼 |
| Carmichael Hill & Associates, Inc. | 7,469 | $118.3 萬 | 0.60% | +72+1.0% | 加碼 |
| CRA Financial Services, LLC | 7,477 | $118.4 萬 | 0.35% | +1,267+20.4% | 加碼 |
| Lloyd Park, LLC | 7,474 | $118.4 萬 | 0.94% | +7,474 | 新進 |
| Caz Investments LP | 7,500 | $118.8 萬 | 2.12% | −1,200−13.8% | 減碼 |
| Princeton Capital Management LLC | 7,528 | $119.2 萬 | 0.34% | +86+1.2% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 7,534 | $119.3 萬 | 0.41% | +4,975+194.4% | 加碼 |
| Corsicana & Co. | 7,540 | $119.4 萬 | 0.72% | −450−5.6% | 減碼 |
| Aspireon Wealth Advisors | 7,541 | $119.4 萬 | 0.58% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 7,566 | $119.8 萬 | 0.19% | +8+0.1% | 加碼 |
| Collective Family Office LLC | 7,567 | $119.8 萬 | 0.47% | +369+5.1% | 加碼 |
| Lee Johnson Capital Management, LLC | 7,577 | $120.0 萬 | 0.98% | +7,577 | 新進 |
| Probity Advisors, Inc. | 7,591 | $120.2 萬 | 0.24% | −339−4.3% | 減碼 |
| Personal Cfo Solutions, LLC | 7,590 | $120.2 萬 | 0.23% | +522+7.4% | 加碼 |
| Cornerstone National Bank & Trust Co | 7,596 | $120.3 萬 | 0.53% | −41−0.5% | 減碼 |
| Sirios Capital Management L P | 7,602 | $120.4 萬 | 0.14% | −17,415−69.6% | 減碼 |
| Orrstown Financial Services Inc | 7,149 | $120.4 萬 | 1.84% | −336−4.5% | 減碼 |
| Pasadena Private Wealth, LLC | 7,602 | $120.4 萬 | 0.39% | +924+13.8% | 加碼 |
| Asset Management Corp | 7,625 | $120.7 萬 | 0.70% | +1,791+30.7% | 加碼 |
| Rockwood Wealth Management, LLC | 7,623 | $120.7 萬 | 0.54% | +7,623 | 新進 |
| Hall Laurie J Trustee | 7,645 | $121.1 萬 | 0.43% | −175−2.2% | 減碼 |
| Physicians Financial Services, Inc. | 7,657 | $121.2 萬 | 0.45% | −400−5.0% | 減碼 |
| Renaissance Group LLC | 7,660 | $121.3 萬 | 0.05% | +141+1.9% | 加碼 |
| Dixon Fnancial Services, Inc. | 7,674 | $121.5 萬 | 0.89% | +7,674 | 新進 |
| Richard P Slaughter Associates Inc | 7,704 | $121.9 萬 | 0.43% | −116−1.5% | 減碼 |
| QP Wealth Management, LLC | 7,700 | $121.9 萬 | 1.29% | +67+0.9% | 加碼 |
| State of Wyoming | 7,705 | $122.0 萬 | 0.57% | +1,009+15.1% | 加碼 |
| Reitz Capital Advisors LLC | 7,852 | $122.1 萬 | 0.86% | +1,325+20.3% | 加碼 |
| ASB Consultores, LLC | 7,713 | $122.1 萬 | 0.60% | +7,713 | 新進 |
| Jackson Hole Capital Partners, LLC | 7,786 | $123.3 萬 | 0.39% | +1,530+24.5% | 加碼 |
| Searle & Co. | 7,811 | $123.7 萬 | 0.45% | −544−6.5% | 減碼 |
| Masso Torrence Wealth Management Inc. | 7,812 | $123.7 萬 | 0.86% | +7,812 | 新進 |
| Pflug Koory, LLC | 7,830 | $124.0 萬 | 0.63% | −20−0.3% | 減碼 |
| Ironwood Investment Management LLC | 7,848 | $124.3 萬 | 0.61% | 00.0% | 不變 |
| Plancorp, LLC | 7,857 | $124.4 萬 | 0.08% | −197−2.4% | 減碼 |
| W Advisors, LLC | 7,871 | $124.7 萬 | 0.93% | +7,871 | 新進 |
| O'Brien Greene & Co. Inc | 7,891 | $125.0 萬 | 0.41% | −618−7.3% | 減碼 |
| Antonetti Capital Management LLC | 7,900 | $125.1 萬 | 0.98% | −244−3.0% | 減碼 |
| Finer Wealth Management, Inc. | 7,907 | $125.2 萬 | 1.04% | +7,907 | 新進 |
| Sky Investment Group LLC | 7,928 | $125.5 萬 | 0.25% | −25−0.3% | 減碼 |
| Garrison Point Advisors, LLC | 7,927 | $125.5 萬 | 0.83% | −30−0.4% | 減碼 |
| Viewpoint Capital Management LLC | 7,930 | $125.6 萬 | 0.91% | +7,930 | 新進 |
| CVA Family Office, LLC | 7,988 | $126.5 萬 | 0.31% | +5,298+197.0% | 加碼 |
| Executive Wealth Management, LLC | 8,001 | $126.6 萬 | 0.13% | −329−3.9% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 8,000 | $126.7 萬 | 0.54% | −7,000−46.7% | 減碼 |
| GoodHaven Capital Management, LLC | 8,000 | $126.7 萬 | 0.74% | 00.0% | 不變 |
| Atwood & Palmer Inc | 8,011 | $126.9 萬 | 0.11% | +62+0.8% | 加碼 |
| LBMC Investment Advisors, LLC | 8,017 | $127.0 萬 | 0.11% | +2,681+50.2% | 加碼 |
| Fortress Wealth Group, LLC | 8,126 | $127.2 萬 | 0.95% | +277+3.5% | 加碼 |
| Redwood Investment Management, LLC | 8,039 | $127.3 萬 | 0.17% | −10,068−55.6% | 減碼 |
| MONECO Advisors, LLC | 8,560 | $127.3 萬 | 0.48% | +135+1.6% | 加碼 |
| Shaker Investments LLC | 8,038 | $127.3 萬 | 0.55% | −72−0.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 8,046 | $127.4 萬 | 0.01% | −5,592−41.0% | 減碼 |
| Revolve Wealth Partners, LLC | 8,055 | $127.5 萬 | 0.37% | +8,055 | 新進 |
| Global Trust Asset Management, LLC | 8,059 | $127.6 萬 | 0.50% | −400−4.7% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 8,088 | $128.1 萬 | 0.56% | +968+13.6% | 加碼 |