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 |
|---|---|---|---|---|---|
| Carl P. Sherr & Co., LLC | 11,108 | $175.9 萬 | 1.06% | +6,240+128.2% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 11,139 | $176.4 萬 | 1.27% | −125−1.1% | 減碼 |
| Evergreen Wealth Solutions, LLC | 11,140 | $176.4 萬 | 1.60% | +11,140 | 新進 |
| Lineweaver Wealth Advisors, LLC | 11,177 | $176.9 萬 | 0.51% | +313+2.9% | 加碼 |
| Gries Financial LLC | 11,181 | $177.0 萬 | 0.72% | −8,336−42.7% | 減碼 |
| Lincluden Management Ltd | 11,175 | $177.0 萬 | 0.16% | −400−3.5% | 減碼 |
| TBH Global Asset Management, LLC | 11,200 | $177.3 萬 | 0.37% | +178+1.6% | 加碼 |
| Warren Averett Asset Management, LLC | 11,539 | $177.6 萬 | 0.15% | +210+1.9% | 加碼 |
| St. Johns Investment Management Company, LLC | 11,233 | $177.9 萬 | 0.91% | −185−1.6% | 減碼 |
| JNBA Financial Advisors | 11,261 | $178.3 萬 | 0.22% | +297+2.7% | 加碼 |
| Creative Financial Designs Inc | 11,265 | $178.4 萬 | 0.27% | +1,225+12.2% | 加碼 |
| Maven Securities LTD | 11,265 | $178.4 萬 | 0.22% | +4,770+73.4% | 加碼 |
| MBA Advisors LLC | 11,274 | $178.5 萬 | 1.11% | +3,839+51.6% | 加碼 |
| Everhart Financial Group, Inc. | 11,338 | $179.5 萬 | 1.08% | +44+0.4% | 加碼 |
| Auxano Advisors, LLC | 11,339 | $179.6 萬 | 0.80% | +224+2.0% | 加碼 |
| First National Bank of South Miami | 11,353 | $179.8 萬 | 1.09% | +803+7.6% | 加碼 |
| Peak Planning Group, LLC | 11,370 | $180.0 萬 | 1.33% | +515+4.7% | 加碼 |
| Perpetual Investment Management Ltd | 11,391 | $180.4 萬 | 0.21% | −867−7.1% | 減碼 |
| Monte Financial Group, LLC | 11,411 | $180.7 萬 | 0.95% | −100−0.9% | 減碼 |
| Fort Point Capital Partners LLC | 11,417 | $180.8 萬 | 0.25% | +550+5.1% | 加碼 |
| Traphagen Investment Advisors LLC | 11,458 | $181.4 萬 | 0.30% | +471+4.3% | 加碼 |
| Blue Square Asset Management, LLC | 11,460 | $181.5 萬 | 1.13% | +79+0.7% | 加碼 |
| Palumbo Wealth Management LLC | 11,467 | $181.6 萬 | 1.14% | +430+3.9% | 加碼 |
| Strategic Investment Advisors | 11,466 | $181.6 萬 | 0.35% | +1,075+10.3% | 加碼 |
| Concord Wealth Partners | 11,497 | $182.0 萬 | 0.45% | +7,169+165.6% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 11,506 | $182.2 萬 | 1.65% | +11,506 | 新進 |
| Saxon Interests, Inc. | 10,877 | $182.2 萬 | 1.03% | +10,877 | 新進 |
| Mather Group, LLC. | 11,512 | $182.3 萬 | 0.04% | +3,699+47.3% | 加碼 |
| Calton & Associates, Inc. | 16,494 | $182.5 萬 | 0.49% | −1,204−6.8% | 減碼 |
| Grant/GrossMendelsohn, LLC | 10,918 | $182.7 萬 | 1.45% | −1,056−8.8% | 減碼 |
| Trust Co | 11,536 | $182.7 萬 | 0.43% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 11,570 | $183.2 萬 | 0.72% | −683−5.6% | 減碼 |
| Bar Harbor Trust Services | 11,569 | $183.2 萬 | 0.49% | −309−2.6% | 減碼 |
| Bluesphere Advisors, LLC | 11,592 | $183.6 萬 | 1.52% | −228−1.9% | 減碼 |
| Latitude Advisors, LLC | 11,605 | $183.8 萬 | 0.51% | +450+4.0% | 加碼 |
| Sittner & Nelson, LLC | 11,634 | $184.2 萬 | 1.07% | +20.0% | 加碼 |
| CX Institutional | 11,637 | $184.3 萬 | 0.15% | −25−0.2% | 減碼 |
| Mainstay Capital Management LLC | 11,644 | $184.3 萬 | 0.56% | +11,644 | 新進 |
| Private Portfolio Partners LLC | 11,646 | $184.4 萬 | 0.47% | −552−4.5% | 減碼 |
| Optimas Capital Ltd | 11,678 | $184.9 萬 | 3.95% | +11,678 | 新進 |
| Mine & Arao Wealth Creation & Management, LLC. | 11,697 | $185.2 萬 | 1.02% | +478+4.3% | 加碼 |
| Deane Retirement Strategies, Inc. | 11,696 | $185.2 萬 | 0.98% | +11,696 | 新進 |
| De Burlo Group Inc | 11,700 | $185.3 萬 | 0.27% | +300+2.6% | 加碼 |
| Peterson Wealth Management | 11,719 | $185.6 萬 | 1.24% | +389+3.4% | 加碼 |
| Simon Quick Advisors, LLC | 11,755 | $186.1 萬 | 0.50% | +5,231+80.2% | 加碼 |
| Eudaimonia Advisors LLC | 11,763 | $186.3 萬 | 1.10% | +11,763 | 新進 |
| First Quadrant L P | 11,772 | $186.4 萬 | 0.20% | +4,603+64.2% | 加碼 |
| BancorpSouth Bank | 11,779 | $186.5 萬 | 0.23% | −75−0.6% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 11,775 | $186.5 萬 | 1.06% | +50+0.4% | 加碼 |
| Crescent Grove Advisors, LLC | 11,792 | $186.7 萬 | 0.18% | +722+6.5% | 加碼 |
| DFPG Investments, LLC | 12,658 | $186.9 萬 | 0.78% | −1,841−12.7% | 減碼 |
| Acorn Wealth Advisors, LLC | 11,816 | $187.1 萬 | 1.19% | +44+0.4% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 11,818 | $187.1 萬 | 1.50% | +11,818 | 新進 |
| Aire Advisors, LLC | 11,845 | $187.6 萬 | 0.81% | +11,845 | 新進 |
| Members Capital Advisors Inc | 11,881 | $188.1 萬 | 0.97% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 11,880 | $188.1 萬 | 0.30% | +1,113+10.3% | 加碼 |
| RMR Wealth Builders | 11,883 | $188.2 萬 | 0.54% | −14,813−55.5% | 減碼 |
| Kensington Investment Counsel, LLC | 11,886 | $188.2 萬 | 1.10% | +11,886 | 新進 |
| CoreFirst Bank & Trust | 11,907 | $188.6 萬 | 1.22% | −369−3.0% | 減碼 |
| San Luis Wealth Advisors LLC | 11,919 | $188.7 萬 | 1.92% | +3,880+48.3% | 加碼 |
| Cape Ann Savings Bank | 11,941 | $189.1 萬 | 1.14% | −241−2.0% | 減碼 |
| BSW Wealth Partners | 11,952 | $189.3 萬 | 0.48% | +1,343+12.7% | 加碼 |
| Highland Private Wealth Management | 12,000 | $190.0 萬 | 0.24% | −71−0.6% | 減碼 |
| Rosenbaum Jay D. | 12,010 | $190.2 萬 | 2.80% | −1,216−9.2% | 減碼 |
| Bowman & Co S.C. | 12,027 | $190.7 萬 | 1.47% | +12,027 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 12,062 | $191.0 萬 | 0.32% | −1,045−8.0% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,077 | $191.6 萬 | 0.81% | +193+1.5% | 加碼 |
| Sonata Capital Group Inc | 12,109 | $191.7 萬 | 0.80% | 00.0% | 不變 |
| Bath Savings Trust Co | 12,114 | $191.8 萬 | 0.20% | +92+0.8% | 加碼 |
| Continuum Advisory, LLC | 38,495 | $191.8 萬 | 0.43% | +432+1.1% | 加碼 |
| Wrapmanager Inc | 12,128 | $192.0 萬 | 0.48% | +174+1.5% | 加碼 |
| Summit X, LLC | 12,170 | $192.5 萬 | 0.45% | +134+1.1% | 加碼 |
| First Dallas Securities Inc. | 12,175 | $192.8 萬 | 1.26% | 00.0% | 不變 |
| Cornell Pochily Investment Advisors, Inc. | 12,181 | $192.9 萬 | 0.75% | −10−0.1% | 減碼 |
| Patton Fund Management, Inc. | 12,203 | $193.2 萬 | 0.59% | +12,203 | 新進 |
| Burke & Herbert Bank & Trust Co | 12,230 | $193.7 萬 | 1.14% | +1,950+19.0% | 加碼 |
| Windsor Capital Management, LLC | 12,247 | $193.9 萬 | 0.58% | +9+0.1% | 加碼 |
| Pointe Capital Management LLC | 12,275 | $194.4 萬 | 1.23% | 00.0% | 不變 |
| Insight Inv LLC | 12,292 | $194.6 萬 | 1.79% | +12,292 | 新進 |
| Delta Financial Advisors LLC | 12,326 | $195.2 萬 | 0.80% | +136+1.1% | 加碼 |
| Perennial Investment Advisors, LLC | 12,332 | $195.3 萬 | 0.61% | −16−0.1% | 減碼 |
| Regatta Capital Group, LLC | 12,354 | $195.6 萬 | 0.68% | +12,354 | 新進 |
| Quent Capital, LLC | 12,352 | $195.6 萬 | 0.41% | +12,352 | 新進 |
| Mizuho Securities USA LLC | 12,362 | $195.8 萬 | 0.18% | −1,218−9.0% | 減碼 |
| Chatham Capital Group, Inc. | 12,385 | $196.1 萬 | 0.35% | −500−3.9% | 減碼 |
| Crystal Rock Capital Management | 12,393 | $196.2 萬 | 1.06% | 00.0% | 不變 |
| Verition Fund Management LLC | 12,492 | $197.8 萬 | 0.02% | +9,725+351.5% | 加碼 |
| Kelly Lawrence W & Associates Inc | 12,562 | $198.9 萬 | 0.39% | −983−7.3% | 減碼 |
| Amica Retiree Medical Trust | 12,563 | $198.9 萬 | 1.69% | 00.0% | 不變 |
| Occidental Asset Management, LLC | 12,579 | $199.2 萬 | 0.47% | +758+6.4% | 加碼 |
| Doman Group, LLC | 12,578 | $199.2 萬 | 1.75% | +12,578 | 新進 |
| Nicholas Hoffman & Company, LLC. | 12,594 | $199.4 萬 | 0.06% | +478+3.9% | 加碼 |
| Heron Financial Group, LLC | 13,196 | $199.5 萬 | 1.07% | −883−6.3% | 減碼 |
| Liberty One Investment Management, LLC | 12,599 | $199.5 萬 | 0.30% | +317+2.6% | 加碼 |
| Boston Common Asset Management, LLC | 12,604 | $199.6 萬 | 0.08% | +491+4.1% | 加碼 |
| Arabesque Asset Management Ltd | 12,604 | $199.6 萬 | 0.58% | +2,450+24.1% | 加碼 |
| Ibex Wealth Advisors | 12,697 | $201.0 萬 | 0.36% | +1,514+13.5% | 加碼 |
| Missouri Trust & Investment Co | 12,691 | $201.0 萬 | 1.16% | +12,691 | 新進 |
| Pacitti Group Inc. | 12,706 | $201.2 萬 | 1.31% | −34−0.3% | 減碼 |
| Sunflower Bank, N.A. | 12,757 | $202.0 萬 | 0.27% | −41−0.3% | 減碼 |