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 |
|---|---|---|---|---|---|
| Cohen Lawrence B | 43,089 | $682.3 萬 | 2.66% | +9,986+30.2% | 加碼 |
| Gamble Jones Investment Counsel | 42,911 | $679.5 萬 | 0.40% | +160+0.4% | 加碼 |
| American Money Management, LLC | 42,711 | $676.3 萬 | 1.76% | +686+1.6% | 加碼 |
| Premier Fund Managers Ltd | 42,600 | $674.9 萬 | 0.22% | +131+0.3% | 加碼 |
| Pensionfund DSM Netherlands | 42,500 | $673.0 萬 | 0.78% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 42,449 | $672.2 萬 | 2.24% | −352−0.8% | 減碼 |
| Baker Ellis Asset Management LLC | 42,403 | $671.5 萬 | 1.18% | +201+0.5% | 加碼 |
| Intrust Bank NA | 42,319 | $670.1 萬 | 0.81% | −514−1.2% | 減碼 |
| SevenBridge Financial Group, LLC | 42,240 | $668.9 萬 | 2.02% | −20.0% | 減碼 |
| Laurel Wealth Advisors, Inc. | 42,192 | $668.1 萬 | 0.52% | +22,663+116.0% | 加碼 |
| Systematic Alpha Investments, LLC | 42,004 | $665.1 萬 | 0.31% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 41,939 | $664.1 萬 | 0.02% | +1,450+3.6% | 加碼 |
| Somerset Trust Co | 41,943 | $664.1 萬 | 2.42% | +1,611+4.0% | 加碼 |
| Asset Dedication, LLC | 41,795 | $662.7 萬 | 0.80% | +968+2.4% | 加碼 |
| LVW Advisors, LLC | 41,680 | $660.0 萬 | 1.12% | −1,496−3.5% | 減碼 |
| Van Strum & Towne Inc. | 41,603 | $658.8 萬 | 2.39% | −200−0.5% | 減碼 |
| Abbot Financial Management, Inc. | 41,555 | $658.0 萬 | 2.94% | −21−0.1% | 減碼 |
| Kempen Capital Management N.V. | 41,405 | $655.6 萬 | 0.20% | +2,855+7.4% | 加碼 |
| L & S Advisors Inc | 41,362 | $655.0 萬 | 0.71% | −30,566−42.5% | 減碼 |
| RPG Investment Advisory, LLC | 41,365 | $655.0 萬 | 1.02% | −6,431−13.5% | 減碼 |
| Lincoln Capital Corp | 41,184 | $652.2 萬 | 3.14% | +499+1.2% | 加碼 |
| Gibraltar Capital Management, Inc. | 41,139 | $651.4 萬 | 2.95% | −1,528−3.6% | 減碼 |
| Fulton Bank, N.A. | 41,106 | $650.9 萬 | 0.29% | +972+2.4% | 加碼 |
| Marietta Wealth Management, LLC | 41,094 | $650.7 萬 | 1.31% | +667+1.6% | 加碼 |
| Concentric Wealth Management, LLC | 40,981 | $648.9 萬 | 1.83% | −134−0.3% | 減碼 |
| Change Path, LLC | 40,946 | $648.4 萬 | 0.32% | +1,674+4.3% | 加碼 |
| Stony Point Wealth Management Inc. | 40,942 | $648.3 萬 | 3.43% | +6,360+18.4% | 加碼 |
| Belpointe Asset Management LLC | 40,888 | $647.5 萬 | 0.40% | +1,508+3.8% | 加碼 |
| Red Door Wealth Management, LLC | 40,870 | $647.1 萬 | 2.12% | +1,760+4.5% | 加碼 |
| Intersect Capital LLC | 40,826 | $646.5 萬 | 1.19% | −14,807−26.6% | 減碼 |
| Univest Financial Corp | 40,790 | $645.9 萬 | 1.64% | −469−1.1% | 減碼 |
| Peloton Wealth Strategists | 40,749 | $645.3 萬 | 2.59% | −1,400−3.3% | 減碼 |
| Monticello Wealth Management, LLC | 40,716 | $644.7 萬 | 0.58% | +2,763+7.3% | 加碼 |
| Schechter Investment Advisors, LLC | 40,708 | $644.6 萬 | 0.58% | +40,708 | 新進 |
| Centaurus Financial, Inc. | 40,456 | $640.6 萬 | 0.48% | +6,200+18.1% | 加碼 |
| White Pine Investment CO | 40,289 | $638.0 萬 | 2.12% | −1,040−2.5% | 減碼 |
| Charles Carroll Financial Partners, LLC | 40,170 | $636.1 萬 | 6.32% | +40,170 | 新進 |
| Bluefin Capital Management, LLC | 40,152 | $635.8 萬 | 0.50% | −26,593−39.8% | 減碼 |
| Heritage Wealth Advisors | 40,137 | $635.6 萬 | 0.35% | +1,170+3.0% | 加碼 |
| Oxford Financial Group Ltd | 40,098 | $634.9 萬 | 0.71% | +132+0.3% | 加碼 |
| American National Bank | 40,001 | $633.4 萬 | 1.24% | +3,831+10.6% | 加碼 |
| Patient Capital Management, LLC | 39,900 | $631.8 萬 | 2.56% | +39,900 | 新進 |
| Bristlecone Advisors, LLC | 39,828 | $630.7 萬 | 0.76% | −2,684−6.3% | 減碼 |
| Fieldpoint Private Securities, LLC | 39,811 | $630.4 萬 | 1.24% | +630+1.6% | 加碼 |
| Hohimer Wealth Management, LLC | 39,801 | $630.2 萬 | 1.33% | −1,971−4.7% | 減碼 |
| Parcion Private Wealth LLC | 39,869 | $629.5 萬 | 0.57% | −536−1.3% | 減碼 |
| Modera Wealth Management, LLC | 39,735 | $629.2 萬 | 0.24% | +28,219+245.0% | 加碼 |
| Consolidated Investment Group LLC | 39,692 | $628.6 萬 | 1.00% | 00.0% | 不變 |
| Bank of New Hampshire | 39,605 | $627.2 萬 | 1.52% | +737+1.9% | 加碼 |
| Brown Miller Wealth Management, LLC | 39,558 | $626.4 萬 | 3.58% | −1,508−3.7% | 減碼 |
| Paradigm Asset Management Co LLC | 39,491 | $625.3 萬 | 1.56% | +1,841+4.9% | 加碼 |
| Alpha Omega Wealth Management LLC | 37,107 | $624.2 萬 | 0.96% | +171+0.5% | 加碼 |
| David Loasby | 39,414 | $624.1 萬 | 0.77% | −2,561−6.1% | 減碼 |
| Wellington Shields & Co., LLC | 39,396 | $623.8 萬 | 1.25% | −41−0.1% | 減碼 |
| AlphaCrest Capital Management LLC | 39,164 | $620.2 萬 | 0.23% | +35,188+885.0% | 加碼 |
| Vectors Research Management, LLC | 39,143 | $619.8 萬 | 1.31% | +991+2.6% | 加碼 |
| Bangor Savings Bank | 39,139 | $619.7 萬 | 0.59% | +1,708+4.6% | 加碼 |
| Dorchester Wealth Management Co | 39,128 | $619.6 萬 | 1.23% | +1,190+3.1% | 加碼 |
| Budros, Ruhlin & Roe, Inc. | 39,035 | $618.1 萬 | 0.67% | −1,878−4.6% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 39,025 | $618.0 萬 | 2.08% | +717+1.9% | 加碼 |
| Mitchell Capital Management Co | 38,911 | $616.2 萬 | 1.25% | +811+2.1% | 加碼 |
| Traynor Capital Management, Inc. | 38,883 | $615.7 萬 | 0.73% | +1,888+5.1% | 加碼 |
| City Holding Co | 43,410 | $615.6 萬 | 1.03% | +2,892+7.1% | 加碼 |
| Mechanics Bank Trust Department | 38,863 | $615.4 萬 | 0.91% | −870−2.2% | 減碼 |
| Lake Street Advisors Group, LLC | 38,800 | $614.4 萬 | 0.39% | +1,342+3.6% | 加碼 |
| Meritage Portfolio Management | 38,738 | $613.4 萬 | 0.35% | +381+1.0% | 加碼 |
| HNP Capital LLC | 38,699 | $612.8 萬 | 1.39% | +938+2.5% | 加碼 |
| Shorepoint Capital Partners LLC | 38,685 | $612.6 萬 | 2.49% | +715+1.9% | 加碼 |
| Joel Isaacson & Co., LLC | 38,671 | $612.4 萬 | 0.42% | +190.0% | 加碼 |
| Montecito Bank & Trust | 38,641 | $611.9 萬 | 1.09% | +449+1.2% | 加碼 |
| Huber Capital Management LLC | 38,637 | $611.8 萬 | 1.61% | −3,586−8.5% | 減碼 |
| Johnson Financial Group, Inc. | 38,593 | $611.2 萬 | 0.39% | +837+2.2% | 加碼 |
| CPWM, LLC | 37,302 | $610.6 萬 | 0.48% | 00.0% | 不變 |
| Howland Capital Management LLC | 38,473 | $609.2 萬 | 0.31% | −238−0.6% | 減碼 |
| Clarity Financial LLC | 38,442 | $608.7 萬 | 0.96% | +251+0.7% | 加碼 |
| Waldron Private Wealth LLC | 38,421 | $608.3 萬 | 0.30% | +596+1.6% | 加碼 |
| Redmond Asset Management, LLC | 38,380 | $607.8 萬 | 1.70% | +6,315+19.7% | 加碼 |
| Surevest, LLC | 38,379 | $607.7 萬 | 1.44% | −760−1.9% | 減碼 |
| Chemung Canal Trust Co | 38,360 | $607.5 萬 | 1.10% | +220+0.6% | 加碼 |
| Werlinich Asset Management, LLC | 38,265 | $605.9 萬 | 4.41% | 00.0% | 不變 |
| Chronos Wealth Management, LLC | 38,264 | $605.9 萬 | 3.67% | +219+0.6% | 加碼 |
| Advanced Asset Management Advisors Inc | 38,248 | $605.7 萬 | 1.25% | +10.0% | 加碼 |
| Castleark Management LLC | 38,070 | $602.8 萬 | 0.22% | 00.0% | 不變 |
| Pinkerton Retirement Specialists, LLC | 38,030 | $602.2 萬 | 1.05% | +672+1.8% | 加碼 |
| DT Investment Partners, LLC | 38,027 | $602.1 萬 | 0.78% | +4,336+12.9% | 加碼 |
| Meridian Wealth Advisors, LLC | 37,895 | $600.1 萬 | 1.46% | +531+1.4% | 加碼 |
| R.m.sincerbeaux Capital Management LLC | 37,890 | $600.0 萬 | 3.59% | 00.0% | 不變 |
| Patton Albertson Miller Group, LLC | 37,862 | $599.5 萬 | 0.97% | +2,738+7.8% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 37,852 | $599.4 萬 | 0.58% | +19,543+106.7% | 加碼 |
| Checchi Capital Advisers, LLC | 37,837 | $599.1 萬 | 0.66% | +2,343+6.6% | 加碼 |
| Stokes Capital Advisors, LLC | 37,818 | $598.8 萬 | 1.78% | +596+1.6% | 加碼 |
| Kinneret Advisory, LLC | 37,734 | $597.5 萬 | 0.62% | 00.0% | 不變 |
| Family Management Corp | 37,698 | $596.9 萬 | 1.55% | +593+1.6% | 加碼 |
| Augustine Asset Management Inc | 37,686 | $596.8 萬 | 2.92% | −229−0.6% | 減碼 |
| PFG Advisors | 37,638 | $596.0 萬 | 0.60% | +421+1.1% | 加碼 |
| Oliver Luxxe Assets LLC | 37,616 | $595.7 萬 | 1.51% | −69−0.2% | 減碼 |
| Exchange Traded Concepts, LLC | 37,595 | $595.3 萬 | 0.12% | −65−0.2% | 減碼 |
| Hedeker Wealth, LLC | 37,478 | $593.4 萬 | 1.72% | −204−0.5% | 減碼 |
| Bridgewater Advisors Inc. | 37,350 | $591.4 萬 | 1.30% | +2,195+6.2% | 加碼 |
| Greenline Partners, LLC | 37,254 | $589.9 萬 | 1.11% | −975−2.6% | 減碼 |