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 +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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Geller Advisors LLC | 4,484 | $71.0 萬 | 0.14% | +64+1.4% | 加碼 |
| Primoris Wealth Advisors, LLC | 4,493 | $71.0 萬 | 0.57% | +4,493 | 新進 |
| HHM Wealth Advisors, LLC | 4,488 | $71.1 萬 | 0.17% | +32+0.7% | 加碼 |
| Index Fund Advisors, Inc. | 4,491 | $71.1 萬 | 0.05% | +4,491 | 新進 |
| Lifeworks Advisors, LLC | 4,506 | $71.3 萬 | 0.57% | +4,506 | 新進 |
| F/M Investments LLC | 4,508 | $71.4 萬 | 0.52% | 00.0% | 不變 |
| Empowered Funds, LLC | 4,505 | $71.4 萬 | 0.08% | +762+20.4% | 加碼 |
| Sendero Wealth Management, LLC | 88,966 | $71.4 萬 | 0.32% | +88,966 | 新進 |
| Merrion Investment Management Co, LLC | 4,544 | $71.9 萬 | 0.53% | 00.0% | 不變 |
| Kowal Investment Group, LLC | 4,550 | $72.0 萬 | 0.21% | +246+5.7% | 加碼 |
| Heartwood Wealth Advisors LLC | 4,554 | $72.1 萬 | 0.11% | +672+17.3% | 加碼 |
| Berkeley Capital Partners, LLC | 4,557 | $72.2 萬 | 0.30% | +511+12.6% | 加碼 |
| Cottonwood Capital Advisors, LLC | 4,568 | $72.3 萬 | 0.56% | +4,568 | 新進 |
| GenWealth Group, Inc. | 4,582 | $72.5 萬 | 0.20% | 00.0% | 不變 |
| Financial Strategies Group, Inc. | 4,584 | $72.6 萬 | 0.30% | +507+12.4% | 加碼 |
| Sather Financial Group Inc | 4,592 | $72.7 萬 | 0.06% | 00.0% | 不變 |
| R.H. Dinel Investment Counsel, Inc. | 4,592 | $72.7 萬 | 0.50% | 00.0% | 不變 |
| Stelac Advisory Services LLC | 4,621 | $73.2 萬 | 0.20% | −1,501−24.5% | 減碼 |
| Wedge Capital Management L L P | 4,623 | $73.2 萬 | 0.01% | −96−2.0% | 減碼 |
| Bay Rivers Group | 4,631 | $73.3 萬 | 0.45% | −10−0.2% | 減碼 |
| Wimmer Associates 1, LLC | 4,637 | $73.4 萬 | 0.39% | +63+1.4% | 加碼 |
| Diamant Asset Management, Inc. | 4,661 | $73.8 萬 | 0.54% | 00.0% | 不變 |
| Keb Asset Management, LLC | 4,665 | $73.9 萬 | 0.47% | +4,665 | 新進 |
| Vanguard Capital Wealth Advisors | 4,684 | $74.1 萬 | 0.53% | +2,006+74.9% | 加碼 |
| Eagle Bay Advisors LLC | 4,686 | $74.2 萬 | 0.48% | −739−13.6% | 減碼 |
| Semmax Financial Advisors Inc. | 4,691 | $74.3 萬 | 0.27% | −1,233−20.8% | 減碼 |
| Advisory Alpha, LLC | 4,700 | $74.4 萬 | 0.04% | +1,495+46.6% | 加碼 |
| Grant Street Asset Management, Inc. | 4,705 | $74.5 萬 | 0.39% | +270+6.1% | 加碼 |
| HYA Advisors, Inc | 4,714 | $74.6 萬 | 0.27% | −197−4.0% | 減碼 |
| Merriman Wealth Management, LLC | 4,708 | $74.6 萬 | 0.05% | +635+15.6% | 加碼 |
| Arbor Investment Advisors, LLC | 4,717 | $74.7 萬 | 0.14% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 4,722 | $74.8 萬 | 0.23% | +1,090+30.0% | 加碼 |
| Del-Sette Capital Management, LLC | 4,727 | $74.9 萬 | 0.72% | +4,727 | 新進 |
| FirstPurpose Wealth LLC | 4,733 | $74.9 萬 | 0.47% | +4,733 | 新進 |
| Cohen & Steers, Inc. | 4,739 | $75.0 萬 | 0.00% | −831−14.9% | 減碼 |
| GPS Wealth Strategies Group, LLC | 4,739 | $75.0 萬 | 0.17% | −72−1.5% | 減碼 |
| Crewe Advisors LLC | 4,736 | $75.0 萬 | 0.15% | +1,299+37.8% | 加碼 |
| Mosaic Family Wealth, LLC | 4,741 | $75.1 萬 | 0.20% | −790−14.3% | 減碼 |
| Drive Wealth Management, LLC | 4,742 | $75.1 萬 | 0.66% | +4,742 | 新進 |
| Retirement Income Solutions, Inc | 4,748 | $75.2 萬 | 0.20% | +1,620+51.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 4,757 | $75.3 萬 | 0.45% | −100−2.1% | 減碼 |
| Fairview Capital Investment Management, LLC | 4,761 | $75.3 萬 | 0.05% | +539+12.8% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 4,764 | $75.4 萬 | 0.32% | −21−0.4% | 減碼 |
| Corundum Group, Inc. | 4,774 | $75.6 萬 | 0.49% | +641+15.5% | 加碼 |
| Birchcreek Wealth Management, LLC | 4,782 | $75.7 萬 | 0.66% | +19+0.4% | 加碼 |
| TriaGen Wealth Management LLC | 4,800 | $76.0 萬 | 0.38% | 00.0% | 不變 |
| Dohj, LLC | 4,842 | $76.7 萬 | 0.34% | +159+3.4% | 加碼 |
| Garde Capital, Inc. | 4,841 | $76.7 萬 | 0.08% | +32+0.7% | 加碼 |
| American Research & Management Co. | 4,861 | $77.0 萬 | 0.17% | +265+5.8% | 加碼 |
| Rock Creek Group, LP | 4,872 | $77.1 萬 | 0.11% | +122+2.6% | 加碼 |
| Bluestein R H & Co | 4,880 | $77.3 萬 | 0.03% | +1,000+25.8% | 加碼 |
| First National Bank | 4,922 | $77.9 萬 | 0.68% | +65+1.3% | 加碼 |
| Garrett Investment Advisors LLC | 4,919 | $77.9 萬 | 0.20% | +149+3.1% | 加碼 |
| Echo45 Advisors LLC | 4,920 | $77.9 萬 | 0.62% | +4,920 | 新進 |
| Millennium Capital Advisors, LLC | 4,924 | $78.0 萬 | 0.61% | +4,924 | 新進 |
| Echo Street Capital Management LLC | 4,928 | $78.0 萬 | 0.01% | +1,917+63.7% | 加碼 |
| Arkansas Financial Group, Inc. | 4,938 | $78.2 萬 | 0.16% | 00.0% | 不變 |
| Odey Holdings Ltd | 4,942 | $78.3 萬 | 4.35% | 00.0% | 不變 |
| Delta Investment Management, LLC | 4,946 | $78.3 萬 | 0.23% | +27+0.5% | 加碼 |
| Benson Investment Management Company, Inc. | 4,950 | $78.4 萬 | 0.38% | 00.0% | 不變 |
| Geneva Partners, LLC | 4,965 | $78.6 萬 | 0.39% | 00.0% | 不變 |
| Vicus Capital | 5,279 | $78.6 萬 | 0.08% | +5,279 | 新進 |
| FSB Premier Wealth Management, Inc. | 4,972 | $78.7 萬 | 0.33% | −294−5.6% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 4,974 | $78.8 萬 | 0.40% | 00.0% | 不變 |
| Paragon Private Wealth Management, LLC | 4,990 | $79.0 萬 | 0.70% | +4,990 | 新進 |
| Alera Investment Advisors, LLC | 4,995 | $79.1 萬 | 0.22% | −526−9.5% | 減碼 |
| Summit Asset Management, LLC | 4,995 | $79.1 萬 | 0.22% | +605+13.8% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 5,000 | $79.2 萬 | 0.02% | 00.0% | 不變 |
| Eagle Strategies LLC | 4,998 | $79.2 萬 | 0.31% | +4,998 | 新進 |
| Hurlow Wealth Management Group, Inc. | 6,166 | $79.3 萬 | 0.62% | +69+1.1% | 加碼 |
| Centerpoint Advisors, LLC | 5,007 | $79.3 萬 | 0.35% | +1,183+30.9% | 加碼 |
| Gould Asset Management LLC | 5,016 | $79.4 萬 | 0.22% | +1,470+41.5% | 加碼 |
| TCM Advisors, LLC | 5,000 | $79.5 萬 | 0.70% | +5,000 | 新進 |
| Austin Private Wealth, LLC | 5,024 | $79.6 萬 | 0.16% | −459−8.4% | 減碼 |
| Financial Perspectives, Inc | 5,031 | $79.7 萬 | 0.38% | 00.0% | 不變 |
| Integral Investment Advisors, Inc. | 5,055 | $80.0 萬 | 0.58% | +5,055 | 新進 |
| Mid-American Wealth Advisory Group, Inc. | 5,049 | $80.0 萬 | 0.64% | +5,049 | 新進 |
| Southland Equity Partners LLC | 5,060 | $80.1 萬 | 0.33% | +115+2.3% | 加碼 |
| Southeast Asset Advisors Inc. | 5,067 | $80.2 萬 | 0.11% | +209+4.3% | 加碼 |
| TFC Financial Management | 5,084 | $80.5 萬 | 0.24% | −1,582−23.7% | 減碼 |
| Independent Wealth Network Inc. | 5,083 | $80.5 萬 | 0.50% | +337+7.1% | 加碼 |
| Sax Wealth Advisors, LLC | 5,083 | $80.5 萬 | 0.17% | +144+2.9% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 5,131 | $81.2 萬 | 0.35% | +81+1.6% | 加碼 |
| Campion Asset Management LLC | 5,137 | $81.3 萬 | 0.67% | +600+13.2% | 加碼 |
| Great Point Wealth Advisors, LLC | 5,141 | $81.4 萬 | 0.25% | 00.0% | 不變 |
| Copperwynd Financial, LLC | 5,142 | $81.4 萬 | 0.31% | +30+0.6% | 加碼 |
| Reston Wealth Management LLC | 5,146 | $81.5 萬 | 0.40% | +52+1.0% | 加碼 |
| Hexagon Capital Partners LLC | 5,145 | $81.5 萬 | 0.21% | +86+1.7% | 加碼 |
| Thrive Capital Management, LLC | 5,154 | $81.6 萬 | 0.53% | −3,473−40.3% | 減碼 |
| Lantz Financial LLC | 5,151 | $81.6 萬 | 0.38% | −116−2.2% | 減碼 |
| Powers Advisory Group, LLC | 5,156 | $81.6 萬 | 0.58% | +5,156 | 新進 |
| Gray Wealth Management Inc. | 5,168 | $81.8 萬 | 0.41% | +150+3.0% | 加碼 |
| Black Swift Group, LLC | 5,189 | $82.2 萬 | 0.34% | −38,408−88.1% | 減碼 |
| Hemington Wealth Management | 6,465 | $82.2 萬 | 0.38% | −2,873−30.8% | 減碼 |
| Humankind Investments LLC | 5,188 | $82.2 萬 | 0.33% | +340+7.0% | 加碼 |
| Santori & Peters | 5,200 | $82.3 萬 | 0.43% | +19+0.4% | 加碼 |
| Red Wave Investments LLC | 5,210 | $82.5 萬 | 0.28% | +87+1.7% | 加碼 |
| Willner & Heller, LLC | 5,042 | $82.5 萬 | 1.10% | +5,042 | 新進 |
| Oak Family Advisors, LLC | 5,216 | $82.6 萬 | 0.40% | +2,101+67.4% | 加碼 |
| Hutchinson Capital Management | 5,225 | $82.7 萬 | 0.18% | +39+0.8% | 加碼 |