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。
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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| Carolinas Wealth Consulting LLC | 8,090 | $128.1 萬 | 0.28% | +1,001+14.1% | 加碼 |
| Stephenson National Bank & Trust | 8,109 | $128.4 萬 | 0.74% | +929+12.9% | 加碼 |
| Fortitude Advisory Group L.L.C. | 8,116 | $128.5 萬 | 0.66% | +8,116 | 新進 |
| Relyea Zuckerberg Hanson LLC | 8,874 | $128.7 萬 | 0.47% | +640+7.8% | 加碼 |
| Bridgefront Capital, LLC | 8,161 | $129.2 萬 | 1.25% | +8,161 | 新進 |
| Keeley-Teton Advisors, LLC | 8,173 | $129.4 萬 | 0.14% | 00.0% | 不變 |
| Navalign, LLC | 8,192 | $129.7 萬 | 0.52% | −173−2.1% | 減碼 |
| Legacy Bridge, LLC | 8,198 | $129.8 萬 | 0.68% | −80−1.0% | 減碼 |
| Carson Advisory Inc. | 8,211 | $130.0 萬 | 1.32% | +8,211 | 新進 |
| Tradition Wealth Management, LLC | 8,224 | $130.2 萬 | 0.16% | +893+12.2% | 加碼 |
| DMG Group, LLC | 8,976 | $130.4 萬 | 1.12% | +8,976 | 新進 |
| Clearview Wealth Advisors LLC | 8,243 | $130.5 萬 | 0.80% | +406+5.2% | 加碼 |
| Voya Financial Advisors, Inc. | 8,246 | $130.7 萬 | 0.15% | +787+10.6% | 加碼 |
| 1620 Investment Advisors, Inc. | 8,260 | $130.8 萬 | 1.46% | +8,260 | 新進 |
| ELCO Management Co., LLC | 8,282 | $131.1 萬 | 0.94% | +25+0.3% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 8,295 | $131.4 萬 | 0.49% | −77−0.9% | 減碼 |
| Spinnaker Investment Group, LLC | 8,823 | $131.4 萬 | 0.46% | +8,823 | 新進 |
| Founders Financial Securities LLC | 8,309 | $131.6 萬 | 0.24% | +184+2.3% | 加碼 |
| Wealth Management Associates, Inc. | 8,320 | $131.8 萬 | 0.71% | −119−1.4% | 減碼 |
| Twin Focus Capital Partners, LLC | 8,324 | $131.8 萬 | 0.26% | +1,743+26.5% | 加碼 |
| Keel Point, LLC | 8,373 | $132.6 萬 | 0.19% | +158+1.9% | 加碼 |
| Bouchey Financial Group Ltd | 8,373 | $132.6 萬 | 0.18% | +1,041+14.2% | 加碼 |
| First National Bank & Trust Co of Newtown | 8,380 | $132.7 萬 | 0.26% | −60−0.7% | 減碼 |
| Hemenway Trust Co LLC | 8,404 | $133.1 萬 | 0.12% | −764−8.3% | 減碼 |
| City State Bank | 8,434 | $133.6 萬 | 0.82% | +8,434 | 新進 |
| Opus Capital Group, LLC | 8,444 | $133.7 萬 | 0.28% | −35−0.4% | 減碼 |
| Ti-Trust, Inc | 8,447 | $133.8 萬 | 1.19% | +8,447 | 新進 |
| Menard Financial Group LLC | 8,473 | $134.2 萬 | 1.10% | +53+0.6% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 8,482 | $134.3 萬 | 0.40% | +138+1.7% | 加碼 |
| SC&H Financial Advisors, Inc. | 8,479 | $134.3 萬 | 0.74% | +8,479 | 新進 |
| KRS Capital Management, LLC | 8,482 | $134.3 萬 | 1.15% | +8,482 | 新進 |
| Silicon Hills Wealth Management, LLC | 8,499 | $134.6 萬 | 0.83% | 00.0% | 不變 |
| Sierra Capital LLC | 8,502 | $134.6 萬 | 0.20% | +271+3.3% | 加碼 |
| Beacon Financial Advisory LLC | 8,532 | $135.1 萬 | 0.62% | +218+2.6% | 加碼 |
| Joseph Group Capital Management | 8,542 | $135.3 萬 | 1.30% | +8,542 | 新進 |
| Deuterium Capital Management, LLC | 8,559 | $135.5 萬 | 2.01% | +8,559 | 新進 |
| Reynders McVeigh Capital Management, LLC | 8,563 | $135.6 萬 | 0.08% | +1,763+25.9% | 加碼 |
| Waddell & Associates, LLC | 8,583 | $135.9 萬 | 0.22% | −158−1.8% | 減碼 |
| Defined Wealth Management, LLC | 8,586 | $136.0 萬 | 1.11% | 00.0% | 不變 |
| West Family Investments, Inc. | 8,592 | $136.1 萬 | 0.38% | −834−8.8% | 減碼 |
| Prentice Wealth Management LLC | 8,621 | $136.4 萬 | 0.64% | −70−0.8% | 減碼 |
| Orca Investment Management, LLC | 8,627 | $136.6 萬 | 1.12% | −358−4.0% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 8,143 | $136.7 萬 | 0.26% | +56+0.7% | 加碼 |
| Derbend Asset Management | 8,648 | $136.9 萬 | 1.34% | −124−1.4% | 減碼 |
| Accel Wealth Management | 8,652 | $137.0 萬 | 0.67% | +535+6.6% | 加碼 |
| MEMBERS Trust Co | 8,659 | $137.1 萬 | 0.04% | +614+7.6% | 加碼 |
| Taylor Hoffman Wealth Management | 8,669 | $137.3 萬 | 0.52% | −155−1.8% | 減碼 |
| Insight Wealth Strategies, LLC | 8,677 | $137.4 萬 | 0.20% | +1,343+18.3% | 加碼 |
| Baystate Wealth Management LLC | 8,683 | $137.5 萬 | 0.12% | +1,639+23.3% | 加碼 |
| Charter Oak Capital Management, LLC | 8,719 | $138.1 萬 | 0.16% | +77+0.9% | 加碼 |
| IMS Capital Management | 8,721 | $138.1 萬 | 0.71% | +2,450+39.1% | 加碼 |
| Clarus Group, Inc. | 8,699 | $138.2 萬 | 0.93% | 00.0% | 不變 |
| Bell Bank | 8,762 | $138.7 萬 | 0.16% | −733−7.7% | 減碼 |
| Howard Financial Services, Ltd. | 8,773 | $138.9 萬 | 0.42% | −230−2.6% | 減碼 |
| Virtue Capital Management, LLC | 8,770 | $138.9 萬 | 0.20% | +660+8.1% | 加碼 |
| Benchmark Investment Advisors LLC | 8,773 | $138.9 萬 | 1.14% | +8,773 | 新進 |
| MJP Associates Inc | 8,610 | $139.2 萬 | 0.42% | −725−7.8% | 減碼 |
| Mendel Capital Management LLC | 8,823 | $139.7 萬 | 1.28% | +8,823 | 新進 |
| CapWealth Advisors, LLC | 8,827 | $139.8 萬 | 0.14% | −10.0% | 減碼 |
| Cutter & CO Brokerage, Inc. | 8,848 | $140.1 萬 | 0.38% | +88+1.0% | 加碼 |
| Ategra Capital Management, LLC | 8,851 | $140.2 萬 | 0.64% | −3,120−26.1% | 減碼 |
| Heartland Bank & Trust Co | 8,852 | $140.2 萬 | 1.04% | −54−0.6% | 減碼 |
| Ayrshire Capital Management LLC | 8,871 | $140.5 萬 | 0.71% | +82+0.9% | 加碼 |
| Hendershot Investments Inc. | 8,873 | $140.5 萬 | 0.21% | +5,965+205.1% | 加碼 |
| Money Concepts Capital Corp | 8,900 | $140.9 萬 | 0.12% | +8,900 | 新進 |
| Cheviot Value Management, LLC | 8,906 | $141.0 萬 | 0.33% | −69−0.8% | 減碼 |
| PSI Advisors, LLC | 8,918 | $141.2 萬 | 0.57% | +30+0.3% | 加碼 |
| Keebeck Alpha, LP | 8,920 | $141.2 萬 | 0.51% | +3,028+51.4% | 加碼 |
| Hardy Reed LLC | 8,936 | $141.5 萬 | 0.23% | −188−2.1% | 減碼 |
| Winfield Associates, Inc. | 8,933 | $141.5 萬 | 0.47% | +3,900+77.5% | 加碼 |
| Hummer Financial Advisory Services Inc | 8,972 | $142.1 萬 | 1.20% | 00.0% | 不變 |
| Well Done, LLC | 8,982 | $142.2 萬 | 0.29% | −330−3.5% | 減碼 |
| LVM Capital Management Ltd | 8,995 | $142.4 萬 | 0.19% | −13−0.1% | 減碼 |
| Lionsbridge Wealth Management LLC | 9,029 | $142.9 萬 | 1.54% | −166−1.8% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 9,037 | $143.1 萬 | 0.70% | 00.0% | 不變 |
| Salzhauer Michael | 11,460 | $143.1 萬 | 0.54% | +2,800+32.3% | 加碼 |
| Capital Markets Trading UK LLP | 9,053 | $143.4 萬 | 1.81% | +9,053 | 新進 |
| Samalin Investment Counsel, LLC | 9,084 | $143.8 萬 | 0.86% | +1,197+15.2% | 加碼 |
| Financial Management Professionals, Inc. | 9,095 | $144.0 萬 | 0.31% | −45−0.5% | 減碼 |
| LifeSteps Financial, Inc. | 9,115 | $144.3 萬 | 1.02% | −5,621−38.1% | 減碼 |
| South Street Advisors LLC | 9,114 | $144.3 萬 | 0.25% | +730+8.7% | 加碼 |
| Cowen and Company, LLC | 9,176 | $145.3 萬 | 0.14% | +9,176 | 新進 |
| Ascension Asset Management LLC | 9,204 | $145.7 萬 | 0.87% | −100−1.1% | 減碼 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 9,216 | $145.9 萬 | 0.26% | +723+8.5% | 加碼 |
| Royal Harbor Partners, LLC | 9,227 | $146.1 萬 | 0.93% | +321+3.6% | 加碼 |
| Marion Wealth Management | 9,240 | $146.3 萬 | 0.69% | +9,240 | 新進 |
| Phocas Financial Corp. | 9,248 | $146.4 萬 | 0.19% | +191+2.1% | 加碼 |
| Citadel Investment Advisory, Inc. | 9,265 | $146.7 萬 | 0.86% | −225−2.4% | 減碼 |
| Camden Capital, LLC | 9,281 | $147.0 萬 | 0.32% | −1,676−15.3% | 減碼 |
| Central Bank & Trust Co | 9,283 | $147.0 萬 | 0.23% | +55+0.6% | 加碼 |
| Guardian Capital LP | 9,305 | $147.3 萬 | 0.03% | −800−7.9% | 減碼 |
| Delphi Management Inc | 9,311 | $147.4 萬 | 1.39% | +217+2.4% | 加碼 |
| One + One Wealth Management, LLC | 9,356 | $148.2 萬 | 1.02% | 00.0% | 不變 |
| Bennett Selby Investments LP | 9,377 | $148.5 萬 | 0.86% | +30.0% | 加碼 |
| Guardian Wealth Advisors, LLC | 9,394 | $148.8 萬 | 0.64% | +9,394 | 新進 |
| Blueprint Investment Partners LLC | 9,417 | $149.1 萬 | 0.37% | +3,994+73.6% | 加碼 |
| Helios Capital Management Pte. Ltd | 9,420 | $149.2 萬 | 1.35% | +9,420 | 新進 |
| Nations Financial Group Inc, | 9,428 | $149.3 萬 | 0.20% | +1,062+12.7% | 加碼 |
| Morton Capital Management LLC | 9,477 | $150.1 萬 | 0.61% | +9,477 | 新進 |
| Financial Partners Group, Inc | 10,108 | $150.2 萬 | 0.33% | +10+0.1% | 加碼 |