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
- 3,594
- 較 2021 年第 3 季 +409 家
- 持有股數
- 20.9 億
- 較 2021 年第 3 季 +28.1 萬 (0.0%)
- 總市值
- $3,301 億
- 較 2021 年第 3 季 −$114.0 億 (−3.3%)
- 新進機構
- 497
- 另有 1,592 家加碼
- 清倉機構
- 88
- 另有 1,167 家減碼
另有 54 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 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $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 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| Sycomore Asset Management | 2,700 | $42.8 萬 | 0.07% | 00.0% | 不變 |
| Lazard Freres Gestion S.A.S. | 5,598 | $42.8 萬 | 0.01% | +4,298+330.6% | 加碼 |
| Blackston Financial Advisory Group, LLC | 2,703 | $42.8 萬 | 0.25% | +2,703 | 新進 |
| Robbins Farley LLC | 2,715 | $43.0 萬 | 0.32% | −796−22.7% | 減碼 |
| Market Street Wealth Management Advisors LLC | 2,716 | $43.0 萬 | 0.14% | −500−15.5% | 減碼 |
| Trellis Advisors, LLC | 2,714 | $43.0 萬 | 0.20% | −50−1.8% | 減碼 |
| Capital Counsel LLC | 2,717 | $43.0 萬 | 0.02% | 00.0% | 不變 |
| Avion Wealth | 2,716 | $43.0 萬 | 0.12% | 00.0% | 不變 |
| Dock Street Asset Management Inc | 2,715 | $43.0 萬 | 0.07% | 00.0% | 不變 |
| Reik & Co., LLC | 2,722 | $43.1 萬 | 0.10% | 00.0% | 不變 |
| Murphy Pohlad Asset Management LLC | 2,725 | $43.1 萬 | 0.17% | 00.0% | 不變 |
| Apeiron RIA LLC | 2,721 | $43.1 萬 | 0.18% | +2,721 | 新進 |
| Firethorn Wealth Partners, LLC | 2,720 | $43.1 萬 | 0.32% | +2,720 | 新進 |
| JFG Wealth Management, LLC | 2,730 | $43.2 萬 | 0.16% | −160−5.5% | 減碼 |
| CMG Global Holdings, LLC | 2,728 | $43.2 萬 | 0.28% | +34+1.3% | 加碼 |
| Guild Investment Management, Inc. | 2,732 | $43.3 萬 | 0.44% | −45−1.6% | 減碼 |
| Yarger Wealth Strategies, LLC | 2,737 | $43.3 萬 | 0.47% | +2,737 | 新進 |
| Intrinsic Value Partners, LLC | 2,732 | $43.3 萬 | 0.46% | +2,732 | 新進 |
| Wedgewood Investors Inc | 2,741 | $43.4 萬 | 0.51% | 00.0% | 不變 |
| Act Wealth Management, LLC | 2,749 | $43.5 萬 | 0.25% | +559+25.5% | 加碼 |
| Arcadia Investment Management Corp | 2,744 | $43.5 萬 | 0.07% | +684+33.2% | 加碼 |
| Hofer & Associates. Inc | 2,745 | $43.5 萬 | 0.39% | +2,745 | 新進 |
| Community Financial Services Group, LLC | 2,761 | $43.7 萬 | 0.11% | 00.0% | 不變 |
| Financial Council Asset Management Inc | 2,775 | $43.9 萬 | 0.52% | −69−2.4% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,782 | $44.0 萬 | 0.23% | +42+1.5% | 加碼 |
| Diligent Investors, LLC | 2,777 | $44.0 萬 | 0.12% | +136+5.1% | 加碼 |
| Snider Financial Group | 2,729 | $44.1 萬 | 0.19% | +79+3.0% | 加碼 |
| Palisades Hudson Asset Management, L.P. | 2,796 | $44.2 萬 | 0.19% | +52+1.9% | 加碼 |
| Strid Group, LLC | 2,800 | $44.3 萬 | 0.09% | 00.0% | 不變 |
| Indie Asset Partners, LLC | 2,801 | $44.4 萬 | 0.32% | −1,267−31.1% | 減碼 |
| McNaughton Wealth Management, LLC | 2,656 | $44.4 萬 | 0.29% | +486+22.4% | 加碼 |
| Tranquilli Financial Advisor LLC | 2,812 | $44.5 萬 | 0.31% | −5−0.2% | 減碼 |
| Coco Enterprises, LLC | 2,810 | $44.5 萬 | 0.35% | +108+4.0% | 加碼 |
| Meridian Wealth Partners, LLC | 2,811 | $44.6 萬 | 0.09% | +604+27.4% | 加碼 |
| Corrigan Financial, Inc. | 2,817 | $44.6 萬 | 0.13% | +10.0% | 加碼 |
| Raffa Wealth Management, LLC | 2,821 | $44.7 萬 | 0.15% | −164−5.5% | 減碼 |
| Columbus Macro, LLC | 2,833 | $44.9 萬 | 0.15% | −243−7.9% | 減碼 |
| Fortis Advisors, LLC | 2,847 | $45.1 萬 | 0.26% | +25+0.9% | 加碼 |
| Pure Financial Advisors, Inc. | 2,858 | $45.2 萬 | 0.02% | −78−2.7% | 減碼 |
| Pin Oak Investment Advisors Inc | 2,854 | $45.2 萬 | 0.46% | +75+2.7% | 加碼 |
| Levy Wealth Management Group, LLC | 2,861 | $45.3 萬 | 0.21% | +14+0.5% | 加碼 |
| Horizon Kinetics Asset Management LLC | 2,867 | $45.4 萬 | 0.01% | −7−0.2% | 減碼 |
| Financial Advisory Corp | 2,869 | $45.4 萬 | 0.22% | 00.0% | 不變 |
| Lenox Wealth Advisors, LLC | 2,886 | $45.7 萬 | 0.05% | −188−6.1% | 減碼 |
| Sequent Asset Management, LLC | 2,889 | $45.7 萬 | 0.25% | −74−2.5% | 減碼 |
| IVC Wealth Advisors LLC | 2,891 | $45.8 萬 | 0.30% | +19+0.7% | 加碼 |
| Fountainhead AM, LLC | 2,901 | $45.9 萬 | 0.20% | −460−13.7% | 減碼 |
| Ocean Capital Management, LLC | 2,900 | $45.9 萬 | 0.17% | −150−4.9% | 減碼 |
| Gemmer Asset Management LLC | 2,927 | $46.3 萬 | 0.05% | −28−0.9% | 減碼 |
| Avenir Corp | 2,924 | $46.3 萬 | 0.04% | 00.0% | 不變 |
| Magnolia Capital Management Ltd | 2,925 | $46.3 萬 | 0.36% | 00.0% | 不變 |
| FFT Wealth Management LLC | 2,931 | $46.4 萬 | 0.04% | −865−22.8% | 減碼 |
| Resolute Financial, LLC | 2,929 | $46.4 萬 | 0.35% | +2,929 | 新進 |
| TNF LLC | 2,956 | $46.7 萬 | 0.20% | 00.0% | 不變 |
| Cadinha & Co LLC | 2,969 | $47.0 萬 | 0.06% | −105−3.4% | 減碼 |
| Standard Family Office LLC | 2,966 | $47.0 萬 | 4.17% | +2,411+434.4% | 加碼 |
| Ackerman Capital Advisors, LLC | 2,987 | $47.3 萬 | 0.11% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 2,990 | $47.3 萬 | 0.04% | +132+4.6% | 加碼 |
| Howard Wealth Management, LLC | 2,992 | $47.3 萬 | 0.25% | +251+9.2% | 加碼 |
| Claret Asset Management Corp | 2,994 | $47.4 萬 | 0.09% | −50−1.6% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 2,995 | $47.4 萬 | 0.22% | 00.0% | 不變 |
| Foster Group, Inc. | 2,993 | $47.4 萬 | 0.04% | +15+0.5% | 加碼 |
| Tobam | 2,992 | $47.4 萬 | 0.02% | +548+22.4% | 加碼 |
| Gladius Capital Management LP | 2,991 | $47.4 萬 | 0.16% | +2,991 | 新進 |
| Avondale Wealth Management | 3,000 | $47.5 萬 | 0.48% | −2,100−41.2% | 減碼 |
| Kathmere Capital Management, LLC | 3,005 | $47.6 萬 | 0.08% | −1,164−27.9% | 減碼 |
| Permit Capital, LLC | 3,014 | $47.7 萬 | 0.13% | −141−4.5% | 減碼 |
| American Investment Services, Inc. | 3,012 | $47.7 萬 | 0.10% | 00.0% | 不變 |
| North Point Portfolio Managers Corp | 3,020 | $47.8 萬 | 0.06% | −30−1.0% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 3,028 | $47.9 萬 | 0.29% | +3,028 | 新進 |
| Charter Research & Investment Group, Inc. | 3,031 | $48.0 萬 | 0.38% | 00.0% | 不變 |
| Morris Retirement Advisors, LLC | 3,030 | $48.0 萬 | 0.37% | +21+0.7% | 加碼 |
| Redmont Wealth Advisors LLC | 3,030 | $48.0 萬 | 0.53% | +3,030 | 新進 |
| Investmark Advisory Group LLC | 3,036 | $48.0 萬 | 0.45% | +3,036 | 新進 |
| Insight Wealth Partners, LLC | 3,035 | $48.1 萬 | 0.27% | +3,035 | 新進 |
| Capital Investment Counsel, Inc | 3,042 | $48.2 萬 | 0.09% | 00.0% | 不變 |
| Sicart Associates LLC | 3,043 | $48.2 萬 | 0.13% | +3,043 | 新進 |
| Ulland Investment Advisors, LLC | 3,043 | $48.2 萬 | 0.31% | +3,043 | 新進 |
| S. R. Schill & Associates | 3,071 | $48.6 萬 | 0.19% | −1,021−25.0% | 減碼 |
| Bridgeworth, LLC | 3,068 | $48.6 萬 | 0.11% | +561+22.4% | 加碼 |
| Arbor Wealth Management, LLC | 3,073 | $48.7 萬 | 0.11% | +453+17.3% | 加碼 |
| Summitry LLC | 3,083 | $48.8 萬 | 0.03% | +3,083 | 新進 |
| Weaver Consulting Group | 3,094 | $49.0 萬 | 0.24% | +59+1.9% | 加碼 |
| Toroso Investments, LLC | 3,098 | $49.1 萬 | 0.02% | −34,483−91.8% | 減碼 |
| Private Capital Management LLC | 3,100 | $49.1 萬 | 0.17% | +410+15.2% | 加碼 |
| Independent Family Office, LLC | 3,105 | $49.2 萬 | 0.19% | 00.0% | 不變 |
| Navis Wealth Advisors, LLC | 3,110 | $49.2 萬 | 0.41% | +14+0.5% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 3,111 | $49.3 萬 | 0.44% | +3,111 | 新進 |
| DSC Advisors, L.P. | 3,127 | $49.5 萬 | 0.57% | −338−9.8% | 減碼 |
| Hourglass Capital, LLC | 3,124 | $49.5 萬 | 0.17% | +125+4.2% | 加碼 |
| Sanford Advisory Services, LLC | 3,131 | $49.6 萬 | 0.11% | −139−4.3% | 減碼 |
| West Chester Capital Advisors, Inc | 3,154 | $49.9 萬 | 0.34% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 3,199 | $49.9 萬 | 0.10% | +744+30.3% | 加碼 |
| Zhang Financial LLC | 3,153 | $50.0 萬 | 0.09% | +217+7.4% | 加碼 |
| Alliance Wealth Advisors, LLC | 3,165 | $50.1 萬 | 0.41% | −62−1.9% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,169 | $50.2 萬 | 0.18% | −6−0.2% | 減碼 |
| Harvest Volatility Management LLC | 3,173 | $50.2 萬 | 0.03% | +3,173 | 新進 |
| Aveo Capital Partners, LLC | 3,178 | $50.3 萬 | 0.09% | −45−1.4% | 減碼 |
| TRH Financial, LLC | 3,183 | $50.4 萬 | 0.16% | +56+1.8% | 加碼 |
| Summit Wealth Group, LLC | 3,190 | $50.5 萬 | 0.58% | −375−10.5% | 減碼 |