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 +410 家
- 持有股數
- 20.9 億
- 較 2021 年第 3 季 +28.2 萬 (0.0%)
- 總市值
- $3,301 億
- 較 2021 年第 3 季 −$113.9 億 (−3.3%)
- 新進機構
- 498
- 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 | 5,103 | $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 |
|---|---|---|---|---|---|
| Summit Wealth Group, LLC | 3,190 | $50.5 萬 | 0.58% | −375−10.5% | 減碼 |
| Aevitas Wealth Management, Inc. | 3,193 | $50.6 萬 | 0.30% | +86+2.8% | 加碼 |
| LGL Partners, LLC | 3,197 | $50.6 萬 | 0.06% | +3,197 | 新進 |
| Verus Financial Partners, Inc. | 3,203 | $50.7 萬 | 0.07% | −241−7.0% | 減碼 |
| Atticus Wealth Management, LLC | 3,208 | $50.8 萬 | 0.20% | +863+36.8% | 加碼 |
| Neo Ivy Capital Management | 3,211 | $50.8 萬 | 0.73% | +3,211 | 新進 |
| Pine Haven Investment Counsel, Inc | 3,211 | $50.8 萬 | 0.47% | +3,211 | 新進 |
| Parkside Investments, LLC | 3,217 | $50.9 萬 | 0.10% | +9+0.3% | 加碼 |
| Westshore Wealth, LLC | 3,228 | $51.1 萬 | 0.35% | +263+8.9% | 加碼 |
| Provident Trust Co | 3,232 | $51.2 萬 | 0.01% | 00.0% | 不變 |
| Wolff Financial Management LLC | 3,233 | $51.2 萬 | 0.19% | +17+0.5% | 加碼 |
| Wayfinding Financial, LLC | 3,526 | $51.2 萬 | 0.41% | +3,526 | 新進 |
| Truehand, Inc | 3,247 | $51.4 萬 | 0.30% | −820−20.2% | 減碼 |
| Resource Planning Group | 3,255 | $51.5 萬 | 0.35% | −3,279−50.2% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 3,250 | $51.5 萬 | 0.05% | −260−7.4% | 減碼 |
| David J Yvars Group | 3,254 | $51.5 萬 | 0.32% | +15+0.5% | 加碼 |
| Alethea Capital Management, LLC | 3,250 | $51.5 萬 | 0.45% | 00.0% | 不變 |
| Mayfair Advisory Group, LLC | 3,142 | $51.5 萬 | 0.68% | +2+0.1% | 加碼 |
| Sustainable Insight Capital Management, LLC | 3,256 | $51.6 萬 | 0.28% | −839−20.5% | 減碼 |
| Cim, LLC | 3,522 | $51.6 萬 | 0.10% | −37−1.0% | 減碼 |
| NFP Retirement, Inc. | 3,262 | $51.7 萬 | 0.18% | +7+0.2% | 加碼 |
| Cypress Capital, LLC | 3,268 | $51.7 萬 | 0.06% | +50+1.6% | 加碼 |
| Koss-Olinger Consulting, LLC | 3,267 | $51.7 萬 | 0.08% | +565+20.9% | 加碼 |
| Astoria Portfolio Advisors LLC. | 3,279 | $51.9 萬 | 0.41% | +3,279 | 新進 |
| Engrave Wealth Partners LLC | 3,292 | $52.1 萬 | 0.15% | −1,558−32.1% | 減碼 |
| Vista Wealth Management Group, LLC | 3,292 | $52.1 萬 | 0.09% | −517−13.6% | 減碼 |
| Cladis Investment Advisory, LLC | 3,293 | $52.1 萬 | 0.42% | +3,293 | 新進 |
| Legacy Advisors, LLC | 3,298 | $52.2 萬 | 0.19% | −19−0.6% | 減碼 |
| Powell Investment Advisors, LLC | 3,295 | $52.2 萬 | 0.30% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 3,298 | $52.2 萬 | 0.20% | +53+1.6% | 加碼 |
| Penn Davis McFarland Inc | 3,312 | $52.4 萬 | 0.09% | 00.0% | 不變 |
| Capital Planning LLC | 3,311 | $52.4 萬 | 0.19% | 00.0% | 不變 |
| Sovereign Financial Group, Inc. | 3,324 | $52.6 萬 | 0.22% | +1,504+82.6% | 加碼 |
| Bell Rock Capital LLC | 3,141 | $52.7 萬 | 0.39% | +3,141 | 新進 |
| Unionview, LLC | 3,336 | $52.8 萬 | 0.49% | +3,336 | 新進 |
| Capstone Wealth Management Group, LLC | 3,345 | $53.0 萬 | 0.43% | +3,345 | 新進 |
| GeoWealth Management, LLC | 3,359 | $53.2 萬 | 0.04% | +27+0.8% | 加碼 |
| Heck Capital Advisors, LLC | 3,364 | $53.3 萬 | 0.10% | −242−6.7% | 減碼 |
| Corbett Road Capital Management, LLC | 3,374 | $53.4 萬 | 0.92% | +116+3.6% | 加碼 |
| Cascade Investment Advisors, Inc. | 3,373 | $53.4 萬 | 0.31% | 00.0% | 不變 |
| Oldfather Financial Services, LLC | 3,451 | $53.5 萬 | 0.28% | +160+4.9% | 加碼 |
| Roberts Glore & Co Inc | 3,391 | $53.7 萬 | 0.14% | 00.0% | 不變 |
| HITE Hedge Asset Management LLC | 3,392 | $53.7 萬 | 0.06% | 00.0% | 不變 |
| TrueWealth Advisors, LLC | 3,391 | $53.7 萬 | 0.24% | +334+10.9% | 加碼 |
| HM Capital Management, LLC | 3,391 | $53.7 萬 | 0.20% | +3,391 | 新進 |
| Bridge Advisory, LLC | 3,412 | $54.0 萬 | 0.24% | +1,315+62.7% | 加碼 |
| Eukles Asset Management | 3,427 | $54.3 萬 | 0.26% | +423+14.1% | 加碼 |
| Mosaic Advisors LLC | 3,436 | $54.4 萬 | 0.40% | −468−12.0% | 減碼 |
| Hutner Capital Management Inc | 3,439 | $54.5 萬 | 0.32% | 00.0% | 不變 |
| MinichMacGregor Wealth Management, LLC | 3,443 | $54.5 萬 | 0.17% | +92+2.7% | 加碼 |
| Sound Income Strategies, LLC | 3,448 | $54.6 萬 | 0.06% | +123+3.7% | 加碼 |
| Cavalier Investments, LLC | 3,460 | $54.8 萬 | 0.14% | +3,460 | 新進 |
| Family Firm, Inc. | 3,479 | $55.1 萬 | 0.14% | −116−3.2% | 減碼 |
| Full Sail Capital, LLC | 3,779 | $55.3 萬 | 0.05% | +211+5.9% | 加碼 |
| Gitterman Wealth Management, LLC | 3,499 | $55.4 萬 | 0.41% | −142−3.9% | 減碼 |
| Shelton Wealth Management, LLC | 3,496 | $55.4 萬 | 0.44% | +3,496 | 新進 |
| Cooper/Haims Advisors, LLC | 3,502 | $55.5 萬 | 0.34% | +10.0% | 加碼 |
| Legal Advantage Investments, Inc. | 3,520 | $55.7 萬 | 0.38% | 00.0% | 不變 |
| Firestone Capital Management | 3,515 | $55.7 萬 | 0.18% | −72−2.0% | 減碼 |
| Manhattan West Asset Management, LLC | 3,522 | $55.8 萬 | 0.33% | +3,522 | 新進 |
| Aaron Wealth Advisors | 3,551 | $56.2 萬 | 0.16% | +479+15.6% | 加碼 |
| Marshall Financial Group LLC | 3,558 | $56.3 萬 | 0.21% | −624−14.9% | 減碼 |
| Financial Advisory Group | 3,554 | $56.3 萬 | 0.11% | +1,452+69.1% | 加碼 |
| Oxbow Advisors, LLC | 3,564 | $56.4 萬 | 0.05% | −120−3.3% | 減碼 |
| Patron Partners Advisors, LLC | 3,562 | $56.4 萬 | 0.37% | −57−1.6% | 減碼 |
| O'Neil Global Advisors, Inc. | 3,560 | $56.4 萬 | 0.93% | +3,560 | 新進 |
| Dimension Capital Management LLC | 3,561 | $56.5 萬 | 0.11% | +72+2.1% | 加碼 |
| Youngs Advisory Group, Inc. | 3,586 | $56.8 萬 | 0.36% | +10.0% | 加碼 |
| Silver Lake Advisory, LLC | 3,587 | $56.8 萬 | 0.26% | +15+0.4% | 加碼 |
| Miller Howard Investments Inc | 3,587 | $56.8 萬 | 0.02% | +33+0.9% | 加碼 |
| Gordian Capital Singapore Pte Ltd | 3,589 | $56.9 萬 | 0.45% | +3,589 | 新進 |
| Vienna Asset Management LLC | 3,595 | $56.9 萬 | 0.52% | +3,595 | 新進 |
| Quantamental Technologies LLC | 3,600 | $57.0 萬 | 0.29% | +3,600 | 新進 |
| Elm Advisors, LLC | 3,612 | $57.2 萬 | 0.32% | −132−3.5% | 減碼 |
| Cranbrook Wealth Management, LLC | 3,620 | $57.3 萬 | 0.12% | 00.0% | 不變 |
| Security National Bank of Sioux City Iowa | 3,632 | $57.5 萬 | 0.39% | 00.0% | 不變 |
| Amussen Hunsaker Associates LLC | 3,429 | $57.5 萬 | 0.14% | +46+1.4% | 加碼 |
| First Community Trust NA | 3,636 | $57.6 萬 | 0.48% | +3,636 | 新進 |
| Virtu Financial LLC | 3,639 | $57.6 萬 | 0.06% | −1,381−27.5% | 減碼 |
| Kidder Stephen W | 3,637 | $57.6 萬 | 0.17% | 00.0% | 不變 |
| Albert D Mason Inc | 3,645 | $57.7 萬 | 0.34% | −52−1.4% | 減碼 |
| Sloy Dahl & Holst, LLC | 3,526 | $57.7 萬 | 0.12% | 00.0% | 不變 |
| BT Wealth Management LLC | 3,645 | $57.7 萬 | 0.16% | +660+22.1% | 加碼 |
| Holland Advisory Services, Inc. | 3,648 | $57.8 萬 | 0.67% | +3,648 | 新進 |
| Sage Private Wealth Group, LLC | 3,660 | $57.9 萬 | 0.72% | +48+1.3% | 加碼 |
| Sunburst Financial Group, LLC | 3,661 | $58.0 萬 | 0.29% | +503+15.9% | 加碼 |
| Total Investment Management Inc | 3,668 | $58.1 萬 | 0.10% | +140+4.0% | 加碼 |
| Dougherty Wealth Advisers LLC | 3,674 | $58.2 萬 | 0.81% | 00.0% | 不變 |
| Wick Capital Partners, LLC | 3,676 | $58.2 萬 | 0.45% | +3,676 | 新進 |
| Nottingham Advisors, Inc. | 3,683 | $58.3 萬 | 0.06% | −25−0.7% | 減碼 |
| First National Corp | 3,694 | $58.5 萬 | 0.13% | +28+0.8% | 加碼 |
| Harbor Group, Inc. | 3,714 | $58.8 萬 | 0.35% | +10+0.3% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 3,728 | $59.0 萬 | 0.17% | +396+11.9% | 加碼 |
| Raub Brock Capital Management LP | 3,619 | $59.2 萬 | 0.09% | 00.0% | 不變 |
| West Bancorporation Inc | 3,751 | $59.4 萬 | 0.47% | +3,751 | 新進 |
| Integrity Financial Corp | 3,759 | $59.5 萬 | 0.44% | +3,759 | 新進 |
| Beech Hill Advisors, Inc. | 3,762 | $59.6 萬 | 0.23% | 00.0% | 不變 |
| Fulton Breakefield Broenniman LLC | 3,795 | $60.1 萬 | 0.04% | +61+1.6% | 加碼 |
| Meridian Financial, LLC | 3,808 | $60.3 萬 | 0.56% | +3,808 | 新進 |
| XR Securities LLC | 3,810 | $60.3 萬 | 0.07% | +442+13.1% | 加碼 |