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 |
|---|---|---|---|---|---|
| Triad Financial Advisors, Inc. | 9,492 | $150.3 萬 | 0.89% | +9,492 | 新進 |
| Sage Rhino Capital LLC | 9,519 | $150.7 萬 | 0.42% | −44−0.5% | 減碼 |
| Vigilare Wealth Management | 9,521 | $150.8 萬 | 0.89% | +519+5.8% | 加碼 |
| Philo Smith Capital Corp | 9,550 | $151.2 萬 | 0.58% | 00.0% | 不變 |
| Capital One Financial Corp | 9,555 | $151.3 萬 | 0.18% | +100+1.1% | 加碼 |
| Hollow Brook Wealth Management LLC | 9,576 | $151.6 萬 | 0.78% | +346+3.7% | 加碼 |
| Fiduciary Planning LLC | 9,599 | $152.0 萬 | 0.85% | −4,436−31.6% | 減碼 |
| BHK Investment Advisors, LLC | 9,632 | $152.5 萬 | 0.60% | −371−3.7% | 減碼 |
| Vista Investment Management | 9,646 | $152.7 萬 | 0.83% | +260+2.8% | 加碼 |
| Wedmont Private Capital | 9,076 | $152.7 萬 | 0.47% | +9,076 | 新進 |
| Newbridge Financial Services Group, Inc. | 9,658 | $152.9 萬 | 0.72% | +5,672+142.3% | 加碼 |
| US Asset Management LLC | 9,699 | $153.6 萬 | 1.47% | −9−0.1% | 減碼 |
| Port Capital LLC | 9,733 | $154.1 萬 | 0.09% | −962−9.0% | 減碼 |
| Blackhawk Capital Partners LLC. | 9,745 | $154.3 萬 | 0.93% | −741−7.1% | 減碼 |
| Lion Street Advisors, LLC | 9,746 | $154.3 萬 | 0.75% | +165+1.7% | 加碼 |
| Burgundy Asset Management Ltd. | 9,761 | $154.6 萬 | 0.02% | 00.0% | 不變 |
| First Financial Corp | 9,776 | $154.8 萬 | 0.95% | +430+4.6% | 加碼 |
| Childress Capital Advisors, LLC | 9,797 | $155.1 萬 | 0.64% | −1,680−14.6% | 減碼 |
| West Michigan Advisors, LLC | 9,822 | $155.5 萬 | 1.16% | +9,822 | 新進 |
| Covenant Partners, LLC | 9,837 | $155.8 萬 | 0.58% | 00.0% | 不變 |
| Front Row Advisors LLC | 9,837 | $155.8 萬 | 0.58% | +614+6.7% | 加碼 |
| Oxler Private Wealth LLC | 9,861 | $156.1 萬 | 0.65% | −270−2.7% | 減碼 |
| KC Investment Advisors, LLC | 9,869 | $156.3 萬 | 1.05% | +189+2.0% | 加碼 |
| JSF Financial, LLC | 9,884 | $156.5 萬 | 0.76% | −472−4.6% | 減碼 |
| Wealthquest Corp | 9,951 | $157.5 萬 | 0.24% | −436−4.2% | 減碼 |
| Holowesko Partners Ltd. | 10,000 | $158.4 萬 | 0.69% | 00.0% | 不變 |
| Colton Groome Financial Advisors, LLC | 10,005 | $158.4 萬 | 0.64% | +125+1.3% | 加碼 |
| Davidson Investment Advisors | 10,016 | $158.6 萬 | 0.11% | −119,527−92.3% | 減碼 |
| PEAK6 Investments LLC | 10,033 | $158.9 萬 | 0.04% | −43,897−81.4% | 減碼 |
| CKW Financial Group | 10,055 | $159.0 萬 | 0.24% | 00.0% | 不變 |
| Trust Investment Advisors | 10,044 | $159.0 萬 | 1.25% | +527+5.5% | 加碼 |
| Morris Financial Concepts, Inc. | 10,040 | $159.0 萬 | 1.33% | +10,040 | 新進 |
| Towercrest Capital Management | 10,048 | $159.1 萬 | 0.29% | 00.0% | 不變 |
| Alterity Financial Group, LLC | 10,047 | $159.1 萬 | 1.72% | +10,047 | 新進 |
| Tempus Wealth Planning, LLC | 10,053 | $159.2 萬 | 0.86% | +393+4.1% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 10,064 | $159.4 萬 | 1.50% | +10,064 | 新進 |
| Gilman Hill Asset Management, LLC | 10,081 | $159.6 萬 | 0.36% | +30+0.3% | 加碼 |
| Uncommon Cents Investing LLC | 10,077 | $159.6 萬 | 0.60% | +155+1.6% | 加碼 |
| DRW Securities, LLC | 10,081 | $159.6 萬 | 0.14% | +2,510+33.2% | 加碼 |
| Round Hill Asset Management | 10,084 | $159.7 萬 | 0.80% | −150−1.5% | 減碼 |
| Evanson Asset Management, LLC | 10,110 | $160.1 萬 | 0.14% | −946−8.6% | 減碼 |
| Mason Investment Advisory Services, Inc. | 10,114 | $160.2 萬 | 0.13% | −2,385−19.1% | 減碼 |
| Longfellow Investment Management Co LLC | 10,124 | $160.4 萬 | 0.26% | +308+3.1% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 10,186 | $161.3 萬 | 1.68% | +10,186 | 新進 |
| Loomis Sayles & Co L P | 10,222 | $161.8 萬 | 0.00% | −1,696−14.2% | 減碼 |
| Clear Perspective Advisors, LLC | 10,254 | $162.4 萬 | 0.49% | −132−1.3% | 減碼 |
| Total Clarity Wealth Management, Inc. | 10,256 | $162.4 萬 | 0.74% | +64+0.6% | 加碼 |
| B&D White Capital Company, LLC | 10,256 | $162.4 萬 | 0.53% | +883+9.4% | 加碼 |
| BerganKDV Wealth Management, LLC | 10,255 | $162.4 萬 | 0.17% | +977+10.5% | 加碼 |
| Commons Capital, LLC | 10,257 | $162.4 萬 | 1.61% | +10,257 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 10,278 | $162.8 萬 | 0.00% | +140+1.4% | 加碼 |
| Onyx Bridge Wealth Group LLC | 10,077 | $162.9 萬 | 0.55% | +533+5.6% | 加碼 |
| N.E.W. Advisory Services LLC | 10,305 | $163.2 萬 | 0.25% | +7+0.1% | 加碼 |
| Mizuho Markets Cayman LP | 10,307 | $163.2 萬 | 0.17% | +10,307 | 新進 |
| Venturi Wealth Management, LLC | 10,311 | $163.3 萬 | 0.12% | −961−8.5% | 減碼 |
| Oder Investment Management, LLC | 10,318 | $163.3 萬 | 2.30% | +344+3.4% | 加碼 |
| Townsend & Associates, Inc | 10,405 | $164.3 萬 | 0.90% | +161+1.6% | 加碼 |
| Eagle Capital Management LLC | 10,385 | $164.4 萬 | 0.00% | 00.0% | 不變 |
| Kiley Juergens Wealth Management, LLC | 10,383 | $164.4 萬 | 0.62% | +10,383 | 新進 |
| Avestar Capital, LLC | 10,395 | $164.6 萬 | 0.30% | +21+0.2% | 加碼 |
| Elmwood Wealth Management, Inc. | 10,400 | $164.7 萬 | 0.79% | +10,400 | 新進 |
| Prostatis Group LLC | 10,417 | $165.0 萬 | 1.01% | +9,092+686.2% | 加碼 |
| Ballast, Inc. | 10,434 | $165.2 萬 | 0.64% | +100+1.0% | 加碼 |
| Winthrop Advisory Group LLC | 10,443 | $165.4 萬 | 0.33% | +201+2.0% | 加碼 |
| Texas Capital Bancshares Inc | 10,490 | $166.1 萬 | 0.99% | 00.0% | 不變 |
| BigSur Wealth Management LLC | 10,492 | $166.1 萬 | 0.65% | 00.0% | 不變 |
| Capital Square, LLC | 10,162 | $166.4 萬 | 1.15% | −33−0.3% | 減碼 |
| Orion Capital Management LLC | 10,510 | $166.4 萬 | 0.95% | +1,120+11.9% | 加碼 |
| First Farmers & Merchants Bank / Trust | 10,561 | $167.2 萬 | 1.66% | +10,561 | 新進 |
| Paradigm Financial Advisors, LLC | 10,589 | $167.7 萬 | 0.37% | 00.0% | 不變 |
| Icapital Wealth LLC | 10,593 | $167.7 萬 | 0.65% | +10,593 | 新進 |
| Invst, LLC | 11,304 | $168.1 萬 | 0.26% | +248+2.2% | 加碼 |
| Trinity Financial Advisors LLC | 10,656 | $168.7 萬 | 1.00% | −565−5.0% | 減碼 |
| Private Capital Group, LLC | 10,662 | $168.8 萬 | 0.36% | −255−2.3% | 減碼 |
| HC Advisors, LLC | 10,670 | $169.0 萬 | 1.04% | +6+0.1% | 加碼 |
| Cidel Asset Management Inc | 10,675 | $169.0 萬 | 0.06% | +22+0.2% | 加碼 |
| WealthBridge Capital Management, LLC | 10,691 | $169.3 萬 | 0.63% | +7+0.1% | 加碼 |
| Accurate Wealth Management, LLC | 5,973 | $169.3 萬 | 1.40% | +167+2.9% | 加碼 |
| Ssi Investment Management LLC | 10,721 | $169.8 萬 | 0.10% | −30−0.3% | 減碼 |
| Bassett Hargrove Investment Counsel, LLC | 10,732 | $169.9 萬 | 2.45% | −80−0.7% | 減碼 |
| JFS Wealth Advisors, LLC | 10,736 | $170.0 萬 | 0.16% | +3,180+42.1% | 加碼 |
| Roman Butler Fullerton & Co | 10,745 | $170.2 萬 | 0.75% | +40+0.4% | 加碼 |
| Formidable Asset Management, LLC | 10,340 | $171.0 萬 | 0.33% | +876+9.3% | 加碼 |
| Woodward Diversified Capital, LLC | 10,811 | $171.2 萬 | 1.01% | +1,454+15.5% | 加碼 |
| Allred Capital Management, LLC | 10,821 | $171.3 萬 | 0.83% | +117+1.1% | 加碼 |
| Breiter Capital Management Inc | 10,844 | $171.7 萬 | 0.84% | +67+0.6% | 加碼 |
| Westbourne Investment Advisors, Inc. | 10,890 | $172.4 萬 | 0.68% | +500+4.8% | 加碼 |
| One Charles Private Wealth Services, LLC | 10,908 | $172.7 萬 | 1.00% | −1,012−8.5% | 減碼 |
| Lavaca Capital LLC | 10,912 | $172.8 萬 | 0.77% | −2,191−16.7% | 減碼 |
| Tiger Eye Capital LLC | 10,910 | $172.8 萬 | 0.48% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 10,914 | $172.8 萬 | 0.41% | +346+3.3% | 加碼 |
| Wealth Architects, LLC | 10,939 | $173.2 萬 | 0.30% | +328+3.1% | 加碼 |
| Alps Advisors Inc | 10,940 | $173.3 萬 | 0.02% | −1,022,895−98.9% | 減碼 |
| Next Capital Management LLC | 10,975 | $173.8 萬 | 1.20% | −6,470−37.1% | 減碼 |
| Buckingham Strategic Partners | 10,968 | $173.8 萬 | 0.36% | +10,968 | 新進 |
| All Terrain Financial Advisors, LLC | 10,996 | $174.1 萬 | 0.74% | −225−2.0% | 減碼 |
| BlackDiamond Wealth Management Inc. | 11,007 | $174.3 萬 | 2.00% | +11,007 | 新進 |
| Klingman & Associates, LLC | 11,079 | $175.4 萬 | 0.15% | +329+3.1% | 加碼 |
| CFO4Life Group, LLC | 11,104 | $175.8 萬 | 0.36% | +1,227+12.4% | 加碼 |
| Cacti Asset Management LLC | 11,110 | $175.9 萬 | 0.14% | 00.0% | 不變 |