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 |
|---|---|---|---|---|---|
| Adalta Capital Management LLC | 59,695 | $945.3 萬 | 4.36% | +10,000+20.1% | 加碼 |
| Camden National Bank | 59,519 | $942.5 萬 | 1.66% | −383−0.6% | 減碼 |
| Boyar Asset Management Inc. | 59,456 | $941.5 萬 | 5.67% | −300−0.5% | 減碼 |
| Ropes Wealth Advisors LLC | 59,314 | $939.2 萬 | 1.65% | −13,078−18.1% | 減碼 |
| Woodstock Corp | 59,277 | $938.7 萬 | 0.98% | +258+0.4% | 加碼 |
| Independent Investors Inc | 59,149 | $936.6 萬 | 2.00% | −200−0.3% | 減碼 |
| Bard Financial Services, Inc. | 59,090 | $935.7 萬 | 0.75% | 00.0% | 不變 |
| Gifford Fong Associates | 58,800 | $931.1 萬 | 1.63% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 58,862 | $930.9 萬 | 0.50% | +2,461+4.4% | 加碼 |
| Apollon Wealth Management, LLC | 58,532 | $926.9 萬 | 0.75% | +12,831+28.1% | 加碼 |
| Spectrum Management Group, LLC | 58,469 | $925.9 萬 | 1.33% | +725+1.3% | 加碼 |
| Oak Harvest Investment Services | 58,313 | $923.4 萬 | 2.29% | +91+0.2% | 加碼 |
| Altium Wealth Management LLC | 58,203 | $921.7 萬 | 0.59% | +4,651+8.7% | 加碼 |
| Fred Alger Management, LLC | 57,776 | $914.9 萬 | 0.02% | −591−1.0% | 減碼 |
| Summit Global Investments | 57,765 | $914.7 萬 | 0.59% | +21,764+60.5% | 加碼 |
| United Fire Group Inc | 57,736 | $914.3 萬 | 4.30% | 00.0% | 不變 |
| AMG National Trust Bank | 57,646 | $912.8 萬 | 0.27% | −2,844−4.7% | 減碼 |
| Clear Street Markets LLC | 57,600 | $912.1 萬 | 0.82% | −38,376−40.0% | 減碼 |
| Level Four Advisory Services, LLC | 57,598 | $912.1 萬 | 0.70% | +16,007+38.5% | 加碼 |
| Laurel Wealth Advisors LLC | 57,507 | $910.6 萬 | 1.90% | +702+1.2% | 加碼 |
| Balyasny Asset Management LLC | 57,487 | $910.3 萬 | 0.04% | −653,852−91.9% | 減碼 |
| Miramar Capital, LLC | 57,270 | $906.9 萬 | 3.08% | +327+0.6% | 加碼 |
| Bridgecreek Investment Management, LLC | 57,110 | $904.3 萬 | 1.23% | 00.0% | 不變 |
| Royal Fund Management, LLC | 56,976 | $902.2 萬 | 1.29% | +1,091+2.0% | 加碼 |
| Xcel Wealth Management, LLC | 56,613 | $896.5 萬 | 2.30% | +155+0.3% | 加碼 |
| Perennial Advisors, LLC | 56,617 | $896.5 萬 | 2.42% | +971+1.7% | 加碼 |
| One Capital Management, LLC | 56,614 | $896.4 萬 | 0.68% | +9,916+21.2% | 加碼 |
| Koshinski Asset Management, Inc. | 56,588 | $896.1 萬 | 0.72% | +787+1.4% | 加碼 |
| Carmel Capital Management L.L.C. | 56,568 | $895.8 萬 | 4.40% | +56,568 | 新進 |
| Family Capital Trust Co | 56,513 | $894.9 萬 | 2.50% | +319+0.6% | 加碼 |
| Sompo Asset Management Co., Ltd. | 56,410 | $893.2 萬 | 1.78% | +1,920+3.5% | 加碼 |
| McGinn Investment Management, Inc. | 56,390 | $892.9 萬 | 5.90% | −362−0.6% | 減碼 |
| BOK Financial Private Wealth, Inc. | 56,378 | $892.7 萬 | 0.62% | −222−0.4% | 減碼 |
| Terry L. Blaker | 56,265 | $891.0 萬 | 0.69% | −71−0.1% | 減碼 |
| Allied Investment Advisors, LLC | 56,189 | $889.8 萬 | 3.04% | +971+1.8% | 加碼 |
| Buckingham Strategic Wealth, LLC | 56,133 | $888.9 萬 | 0.17% | −553−1.0% | 減碼 |
| Icon Wealth Partners, LLC | 56,121 | $888.7 萬 | 0.89% | −3,951−6.6% | 減碼 |
| Princeton Global Asset Management LLC | 56,026 | $887.2 萬 | 2.48% | +144+0.3% | 加碼 |
| Buckley Wealth Management, LLC | 56,017 | $887.0 萬 | 2.59% | −628−1.1% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 55,932 | $885.7 萬 | 0.44% | +5,774+11.5% | 加碼 |
| M&R Capital Management Inc | 55,723 | $882.3 萬 | 1.83% | −292−0.5% | 減碼 |
| Fulcrum Capital LLC | 55,514 | $879.1 萬 | 1.91% | +1,350+2.5% | 加碼 |
| Fundamentun, LLC | 55,500 | $878.9 萬 | 1.39% | +123+0.2% | 加碼 |
| Pine Ridge Advisers LLC | 55,500 | $878.8 萬 | 2.41% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 55,450 | $878.0 萬 | 0.45% | −12,379−18.3% | 減碼 |
| Goelzer Investment Management, Inc. | 55,400 | $877.3 萬 | 0.71% | +26,783+93.6% | 加碼 |
| Bray Capital Advisors | 55,341 | $876.3 萬 | 2.14% | +865+1.6% | 加碼 |
| CMT Capital Markets Trading GmbH | 55,300 | $875.7 萬 | 2.52% | +52,500+1,875.0% | 加碼 |
| River Wealth Advisors LLC | 54,998 | $870.9 萬 | 1.35% | +715+1.3% | 加碼 |
| Fort Sheridan Advisors LLC | 54,945 | $870.1 萬 | 2.51% | −75−0.1% | 減碼 |
| Old Second National Bank of Aurora | 67,569 | $869.4 萬 | 2.58% | +4,398+7.0% | 加碼 |
| Sanders Morris Harris LLC | 54,100 | $868.9 萬 | 1.50% | +29,438+119.4% | 加碼 |
| Constitution Capital LLC | 54,853 | $868.6 萬 | 4.63% | +515+0.9% | 加碼 |
| Stolper Co | 54,816 | $868.0 萬 | 3.87% | −70−0.1% | 減碼 |
| Rench Wealth Management, Inc. | 54,804 | $867.8 萬 | 3.91% | −969−1.7% | 減碼 |
| Cutler Investment Counsel LLC | 54,735 | $866.7 萬 | 1.30% | +386+0.7% | 加碼 |
| QV Investors Inc. | 54,690 | $866.0 萬 | 0.60% | −4,500−7.6% | 減碼 |
| Davis-Rea Ltd. | 54,498 | $863.0 萬 | 4.01% | −2,353−4.1% | 減碼 |
| Prudential PLC | 54,440 | $862.1 萬 | 0.12% | +44,192+431.2% | 加碼 |
| Viking Fund Management LLC | 54,000 | $855.1 萬 | 2.25% | 00.0% | 不變 |
| Paradiem, LLC | 57,266 | $851.0 萬 | 2.77% | 00.0% | 不變 |
| Lynch & Associates | 53,712 | $850.5 萬 | 2.01% | +2,171+4.2% | 加碼 |
| Ami Investment Management Inc | 53,699 | $850.3 萬 | 3.51% | −500−0.9% | 減碼 |
| K.J. Harrison & Partners Inc | 53,605 | $850.2 萬 | 1.20% | +2,623+5.1% | 加碼 |
| Bremer Bank National Association | 53,611 | $849.0 萬 | 1.40% | −10,836−16.8% | 減碼 |
| Nixon Peabody Trust Co | 53,609 | $848.9 萬 | 2.57% | +2,149+4.2% | 加碼 |
| AGF Investments America Inc. | 53,488 | $847.0 萬 | 1.62% | +1,273+2.4% | 加碼 |
| Stokes Family Office, LLC | 53,440 | $846.2 萬 | 1.05% | +1,874+3.6% | 加碼 |
| Permanens Capital L.P. | 53,403 | $845.6 萬 | 1.33% | 00.0% | 不變 |
| Cadence Bank NA | 53,255 | $843.3 萬 | 2.30% | −642−1.2% | 減碼 |
| Parallel Advisors, LLC | 53,163 | $841.8 萬 | 0.31% | +2,900+5.8% | 加碼 |
| Radnor Capital Management, LLC | 53,135 | $841.4 萬 | 2.08% | +3,636+7.3% | 加碼 |
| Vestcor Inc | 53,081 | $840.5 萬 | 0.30% | −2,434−4.4% | 減碼 |
| Mirador Capital Partners LP | 53,007 | $839.4 萬 | 1.77% | +2,084+4.1% | 加碼 |
| Mount Yale Investment Advisors, LLC | 53,001 | $839.3 萬 | 0.88% | −486−0.9% | 減碼 |
| Capstone Financial Advisors, Inc. | 52,704 | $834.6 萬 | 0.60% | +841+1.6% | 加碼 |
| Duncker Streett & Co Inc | 52,702 | $834.5 萬 | 1.44% | +470+0.9% | 加碼 |
| Essex Financial Services, Inc. | 52,618 | $833.2 萬 | 0.82% | +236+0.5% | 加碼 |
| Baldwin Brothers Inc | 52,608 | $833.0 萬 | 0.83% | +1,510+3.0% | 加碼 |
| Windward Capital Management Co | 52,544 | $832.0 萬 | 0.69% | +32+0.1% | 加碼 |
| Cumberland Advisors Inc | 52,480 | $831.0 萬 | 1.74% | +2,655+5.3% | 加碼 |
| Harbor Investment Advisory, LLC | 52,466 | $830.8 萬 | 1.05% | −128−0.2% | 減碼 |
| Empirical Finance, LLC | 52,406 | $829.8 萬 | 0.98% | +13,406+34.4% | 加碼 |
| Walter & Keenan Financial Consulting Co | 52,338 | $828.8 萬 | 2.69% | −2,298−4.2% | 減碼 |
| Corbenic Partners LLC | 51,979 | $823.1 萬 | 1.60% | +4,982+10.6% | 加碼 |
| Hennessy Advisors Inc | 51,900 | $821.8 萬 | 0.47% | −13,300−20.4% | 減碼 |
| Investment Management of Virginia LLC | 51,840 | $820.9 萬 | 1.32% | −815−1.5% | 減碼 |
| Pendal Group Limited | 51,831 | $820.7 萬 | 0.07% | −44,136−46.0% | 減碼 |
| Naples Global Advisors, LLC | 51,797 | $820.2 萬 | 0.95% | +782+1.5% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 51,790 | $820.1 萬 | 2.41% | +220+0.4% | 加碼 |
| American Trust | 51,774 | $819.8 萬 | 0.63% | +51,774 | 新進 |
| Pacific Global Investment Management CO | 51,740 | $819.3 萬 | 1.51% | −71−0.1% | 減碼 |
| Ipswich Investment Management Co., Inc. | 51,715 | $818.9 萬 | 1.91% | −258−0.5% | 減碼 |
| Sumitomo Life Insurance Co | 51,569 | $816.6 萬 | 0.19% | −1,487−2.8% | 減碼 |
| Schulhoff & Co Inc | 51,450 | $814.7 萬 | 3.35% | −1,173−2.2% | 減碼 |
| Baldwin Investment Management, LLC | 51,274 | $811.9 萬 | 2.13% | −1,145−2.2% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 51,267 | $811.8 萬 | 0.07% | +3,131+6.5% | 加碼 |
| Nicholas Investment Partners, LP | 51,000 | $807.6 萬 | 0.51% | +21,000+70.0% | 加碼 |
| Fluent Financial, LLC | 50,950 | $806.8 萬 | 3.29% | +40,864+405.2% | 加碼 |
| Lake Street Financial LLC | 50,738 | $803.4 萬 | 1.42% | +6,378+14.4% | 加碼 |