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 |
|---|---|---|---|---|---|
| Texas Capital Bank Wealth Management Services Inc | 73,257 | $1,160 萬 | 1.00% | −1,913−2.5% | 減碼 |
| Close Asset Management Ltd | 73,259 | $1,160 萬 | 0.41% | −2,719−3.6% | 減碼 |
| Picton Mahoney Asset Management | 73,110 | $1,158 萬 | 0.42% | +4,240+6.2% | 加碼 |
| Chicago Partners Investment Group LLC | 75,808 | $1,156 萬 | 0.82% | +461+0.6% | 加碼 |
| Buckingham Capital Management, Inc. | 72,932 | $1,155 萬 | 1.79% | +408+0.6% | 加碼 |
| Redpoint Investment Management Pty Ltd | 72,857 | $1,154 萬 | 0.92% | −1,919−2.6% | 減碼 |
| Whitener Capital Management, Inc. | 72,858 | $1,154 萬 | 4.12% | +2,003+2.8% | 加碼 |
| Trust Co of Toledo NA | 72,775 | $1,152 萬 | 1.72% | +270+0.4% | 加碼 |
| Cohen Klingenstein LLC | 72,700 | $1,151 萬 | 0.46% | −12,426−14.6% | 減碼 |
| Polaris Wealth Advisory Group, LLC | 72,613 | $1,150 萬 | 0.66% | +3,579+5.2% | 加碼 |
| ARS Wealth Advisors Group, LLC | 72,309 | $1,145 萬 | 1.92% | +1,281+1.8% | 加碼 |
| Boenning & Scattergood, Inc. | 72,048 | $1,141 萬 | 1.82% | +381+0.5% | 加碼 |
| Palisade Asset Management, LLC | 71,907 | $1,139 萬 | 1.27% | +1,413+2.0% | 加碼 |
| Hoertkorn Richard Charles | 71,731 | $1,136 萬 | 4.60% | −385−0.5% | 減碼 |
| Wellington Shields Capital Management, LLC | 71,449 | $1,131 萬 | 1.45% | −615−0.9% | 減碼 |
| Moody National Bank Trust Division | 71,421 | $1,131 萬 | 0.34% | −240,002−77.1% | 減碼 |
| Mark Stevens | 71,292 | $1,129 萬 | 1.19% | −5,290−6.9% | 減碼 |
| Strategy Asset Managers LLC | 71,165 | $1,127 萬 | 2.93% | −1,540−2.1% | 減碼 |
| Philadelphia Trust Co | 71,017 | $1,125 萬 | 0.81% | +13,513+23.5% | 加碼 |
| Farmers Trust Co | 70,866 | $1,122 萬 | 2.31% | −445−0.6% | 減碼 |
| Visionary Wealth Advisors | 70,425 | $1,115 萬 | 0.91% | +541+0.8% | 加碼 |
| Core Alternative Capital | 68,960 | $1,115 萬 | 2.24% | +2,080+3.1% | 加碼 |
| Vantis Investment Advisers L.P. | 70,200 | $1,112 萬 | 11.51% | +49,600+240.8% | 加碼 |
| Copeland Capital Management, LLC | 70,125 | $1,110 萬 | 0.29% | +1,137+1.6% | 加碼 |
| Steel Peak Wealth Management LLC | 70,032 | $1,109 萬 | 0.67% | −15,517−18.1% | 減碼 |
| Shelton Capital Management | 69,970 | $1,108 萬 | 0.39% | +16,557+31.0% | 加碼 |
| Venator Management LLC | 69,961 | $1,108 萬 | 3.03% | −86,141−55.2% | 減碼 |
| Caldwell Trust Co | 69,755 | $1,105 萬 | 1.27% | −1,726−2.4% | 減碼 |
| Gratus Capital LLC | 69,400 | $1,099 萬 | 1.02% | +3,055+4.6% | 加碼 |
| Icon Advisers Inc | 69,295 | $1,097 萬 | 1.76% | 00.0% | 不變 |
| Sumitomo Mitsui Financial Group, Inc. | 69,280 | $1,097 萬 | 0.32% | +8,830+14.6% | 加碼 |
| WealthBridge Investment Counsel Inc. | 69,270 | $1,097 萬 | 4.65% | −1,155−1.6% | 減碼 |
| Autus Asset Management, LLC | 69,217 | $1,096 萬 | 1.10% | +93+0.1% | 加碼 |
| Perigon Wealth Management, LLC | 69,058 | $1,094 萬 | 0.78% | +6,055+9.6% | 加碼 |
| First Hawaiian Bank | 69,010 | $1,093 萬 | 0.32% | +15,582+29.2% | 加碼 |
| Greenwood Gearhart Inc | 68,782 | $1,089 萬 | 1.50% | +5,137+8.1% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 68,367 | $1,083 萬 | 1.54% | +212+0.3% | 加碼 |
| Heritage Trust Co | 68,307 | $1,082 萬 | 1.39% | −214−0.3% | 減碼 |
| Buffington Mohr McNeal | 68,155 | $1,079 萬 | 1.85% | +1,192+1.8% | 加碼 |
| Ar Asset Management Inc | 68,031 | $1,077 萬 | 2.73% | −200−0.3% | 減碼 |
| Legacy Private Trust Co. | 67,762 | $1,073 萬 | 0.81% | +1,676+2.5% | 加碼 |
| Iowa State Bank | 67,428 | $1,068 萬 | 2.51% | +5,636+9.1% | 加碼 |
| Telos Capital Management, Inc. | 67,343 | $1,066 萬 | 1.33% | +502+0.8% | 加碼 |
| Griffin Asset Management, Inc. | 67,255 | $1,065 萬 | 1.32% | −1,241−1.8% | 減碼 |
| Harvey Capital Management Inc | 67,167 | $1,064 萬 | 3.30% | −3,550−5.0% | 減碼 |
| Taylor Wealth Management Partners | 67,152 | $1,063 萬 | 3.75% | +308+0.5% | 加碼 |
| Cigna Investments Inc | 67,066 | $1,062 萬 | 0.83% | −24,733−26.9% | 減碼 |
| JGP Wealth Management, LLC | 64,843 | $1,062 萬 | 1.98% | +1,926+3.1% | 加碼 |
| GAM Holding AG | 67,047 | $1,062 萬 | 0.47% | −319−0.5% | 減碼 |
| Barbara Oil Co. | 67,000 | $1,061 萬 | 4.59% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 66,647 | $1,055 萬 | 1.11% | +2,920+4.6% | 加碼 |
| Greenwood Capital Associates LLC | 66,633 | $1,055 萬 | 1.49% | −1,054−1.6% | 減碼 |
| Schnieders Capital Management LLC | 66,536 | $1,054 萬 | 2.47% | +1,245+1.9% | 加碼 |
| Coldstream Capital Management Inc | 66,275 | $1,050 萬 | 0.33% | +15,334+30.1% | 加碼 |
| Sowell Financial Services LLC | 66,051 | $1,046 萬 | 0.60% | −7,241−9.9% | 減碼 |
| Integrated Wealth Concepts LLC | 65,932 | $1,044 萬 | 0.31% | +3,920+6.3% | 加碼 |
| Stockman Wealth Management, Inc. | 65,780 | $1,042 萬 | 2.13% | −348−0.5% | 減碼 |
| Nomura Holdings Inc | 67,099 | $1,042 萬 | 0.06% | +4,402+7.0% | 加碼 |
| Spinnaker Trust | 65,709 | $1,041 萬 | 0.67% | +428+0.7% | 加碼 |
| SFE Investment Counsel | 65,603 | $1,039 萬 | 2.67% | +2,148+3.4% | 加碼 |
| Greenleaf Trust | 65,375 | $1,035 萬 | 0.12% | +5,472+9.1% | 加碼 |
| Tompkins Financial Corp | 65,055 | $1,030 萬 | 1.83% | +80.0% | 加碼 |
| Frontier Wealth Management LLC | 64,969 | $1,029 萬 | 0.68% | +6,085+10.3% | 加碼 |
| Foster & Motley Inc | 64,698 | $1,025 萬 | 0.80% | −1,678−2.5% | 減碼 |
| Sara-Bay Financial | 64,684 | $1,024 萬 | 3.08% | +705+1.1% | 加碼 |
| Hoey Investments, Inc | 64,472 | $1,021 萬 | 2.68% | +2,233+3.6% | 加碼 |
| Pioneer Trust Bank N A | 64,452 | $1,021 萬 | 2.65% | −420−0.6% | 減碼 |
| First Midwest Bank Trust Division | 64,385 | $1,020 萬 | 1.31% | +1,188+1.9% | 加碼 |
| Pettyjohn, Wood & White, Inc | 64,232 | $1,017 萬 | 2.10% | −48−0.1% | 減碼 |
| Plimoth Trust Co LLC | 64,014 | $1,014 萬 | 2.57% | +1,144+1.8% | 加碼 |
| Skylands Capital, LLC | 63,650 | $1,008 萬 | 1.16% | +525+0.8% | 加碼 |
| Hills Bank & Trust Co | 63,645 | $1,008 萬 | 1.38% | +459+0.7% | 加碼 |
| Boston Family Office LLC | 63,619 | $1,007 萬 | 0.65% | +257+0.4% | 加碼 |
| Wright Investors Service Inc | 63,583 | $1,007 萬 | 2.55% | +7,906+14.2% | 加碼 |
| Grimes & Company, Inc. | 62,863 | $995.4 萬 | 0.46% | +123+0.2% | 加碼 |
| Chicago Capital, LLC | 62,783 | $994.2 萬 | 0.37% | +522+0.8% | 加碼 |
| Fagan Associates, Inc. | 62,779 | $994.1 萬 | 1.89% | +691+1.1% | 加碼 |
| Woodmont Investment Counsel LLC | 62,737 | $993.4 萬 | 1.27% | +2,078+3.4% | 加碼 |
| Graypoint LLC | 62,609 | $991.4 萬 | 1.04% | +280.0% | 加碼 |
| LGT Fund Management Co Ltd. | 62,550 | $990.5 萬 | 2.85% | +62,550 | 新進 |
| Cornerstone Wealth Group, LLC | 62,435 | $988.7 萬 | 1.69% | +29,852+91.6% | 加碼 |
| Valicenti Advisory Services Inc | 62,221 | $985.3 萬 | 2.45% | −394−0.6% | 減碼 |
| Dynamic Advisor Solutions LLC | 61,888 | $980.0 萬 | 0.70% | +2,766+4.7% | 加碼 |
| WoodTrust Financial Corp | 61,729 | $977.4 萬 | 2.02% | +3,081+5.3% | 加碼 |
| Mengis Capital Management, Inc. | 61,660 | $976.4 萬 | 1.83% | +1,116+1.8% | 加碼 |
| Pallas Capital Advisors LLC | 67,176 | $974.6 萬 | 1.19% | +5,418+8.8% | 加碼 |
| Spearhead Capital Advisors, LLC | 61,308 | $970.8 萬 | 1.17% | +1,229+2.0% | 加碼 |
| Altrafin AG | 61,118 | $967.8 萬 | 3.50% | +61,118 | 新進 |
| Sigma Investment Counselors Inc | 60,872 | $963.9 萬 | 0.67% | −198−0.3% | 減碼 |
| Savant Capital, LLC | 60,754 | $962.0 萬 | 0.31% | −628−1.0% | 減碼 |
| Farmers National Bank | 60,639 | $960.2 萬 | 3.18% | +2,018+3.4% | 加碼 |
| Wells Trecaso Financial Group, LLC | 60,422 | $956.8 萬 | 4.16% | −312−0.5% | 減碼 |
| Mutual Advisors, LLC | 60,376 | $956.1 萬 | 0.51% | +1,032+1.7% | 加碼 |
| Inlet Private Wealth, LLC | 60,259 | $954.2 萬 | 2.31% | −90.0% | 減碼 |
| Bank of Hawaii | 60,040 | $950.7 萬 | 0.49% | −79−0.1% | 減碼 |
| Nwi Management LP | 60,000 | $950.1 萬 | 1.21% | 00.0% | 不變 |
| Bright Rock Capital Management, LLC | 60,000 | $950.1 萬 | 2.16% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 59,875 | $948.1 萬 | 2.20% | −301−0.5% | 減碼 |
| Apriem Advisors | 59,787 | $946.7 萬 | 1.34% | −1,072−1.8% | 減碼 |
| Arrow Financial Corp | 59,736 | $945.9 萬 | 1.12% | −2,185−3.5% | 減碼 |