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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 37,223 | $589.5 萬 | 0.36% | −1,290−3.3% | 減碼 |
| Gotham Asset Management, LLC | 37,161 | $588.4 萬 | 0.19% | −5,211−12.3% | 減碼 |
| AdvisorNet Financial, Inc | 37,036 | $586.5 萬 | 0.36% | −1,149−3.0% | 減碼 |
| Shepherd Financial Partners LLC | 36,854 | $584.4 萬 | 1.01% | +960+2.7% | 加碼 |
| NatWest Group plc | 36,908 | $584.4 萬 | 3.01% | +8,958+32.1% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 36,278 | $583.8 萬 | 0.27% | −2,690−6.9% | 減碼 |
| Stillwater Investment Management, LLC | 36,763 | $582.1 萬 | 1.43% | +61+0.2% | 加碼 |
| Andra AP-fonden | 36,700 | $581.1 萬 | 0.12% | −3,700−9.2% | 減碼 |
| Cottage Street Advisors LLC | 36,589 | $579.4 萬 | 3.28% | +179+0.5% | 加碼 |
| Excalibur Management Corp | 36,587 | $579.4 萬 | 2.34% | +315+0.9% | 加碼 |
| Institutional & Family Asset Management, LLC | 36,585 | $579.3 萬 | 0.91% | +134+0.4% | 加碼 |
| Tradewinds, LLC. | 33,986 | $578.1 萬 | 6.82% | +33,986 | 新進 |
| Mandatum Life Insurance Co Ltd | 36,500 | $578.0 萬 | 1.53% | 00.0% | 不變 |
| Martingale Asset Management L P | 36,490 | $577.9 萬 | 0.07% | +36,490 | 新進 |
| Northwest Bancshares, Inc. | 36,469 | $577.5 萬 | 1.14% | −1,122−3.0% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 36,458 | $577.3 萬 | 4.63% | +1,192+3.4% | 加碼 |
| Buckhead Capital Management LLC | 36,391 | $576.3 萬 | 1.22% | −3,433−8.6% | 減碼 |
| American National Insurance Co | 36,345 | $575.5 萬 | 1.27% | −257,866−87.6% | 減碼 |
| YorkBridge Wealth Partners, LLC | 36,202 | $573.3 萬 | 1.28% | −522−1.4% | 減碼 |
| Jacobi Capital Management LLC | 36,202 | $573.3 萬 | 0.68% | +1,404+4.0% | 加碼 |
| Souders Financial Advisors | 36,164 | $572.7 萬 | 1.64% | +2,223+6.5% | 加碼 |
| Varma Mutual Pension Insurance Co | 36,125 | $572.0 萬 | 0.08% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 36,078 | $571.3 萬 | 0.83% | +6,239+20.9% | 加碼 |
| Bowling Portfolio Management LLC | 36,032 | $570.6 萬 | 1.18% | −727−2.0% | 減碼 |
| Avantax Planning Partners, Inc. | 35,957 | $569.4 萬 | 0.23% | +1,271+3.7% | 加碼 |
| Baugh & Associates, LLC | 35,751 | $566.1 萬 | 3.13% | −20−0.1% | 減碼 |
| Strategic Financial Services, Inc, | 35,728 | $565.8 萬 | 0.42% | −1,434−3.9% | 減碼 |
| Contravisory Investment Management, Inc. | 35,659 | $564.7 萬 | 1.52% | +1,033+3.0% | 加碼 |
| Providence Capital Advisors, LLC | 35,647 | $564.5 萬 | 1.56% | −20,383−36.4% | 減碼 |
| Aristotle Capital Management, LLC | 35,566 | $563.2 萬 | 0.01% | −7,398−17.2% | 減碼 |
| Clarius Group, LLC | 35,560 | $563.1 萬 | 0.45% | +1,069+3.1% | 加碼 |
| NEIRG Wealth Management, LLC | 35,559 | $563.1 萬 | 1.08% | +35,559 | 新進 |
| Source Financial Advisors LLC | 35,521 | $562.5 萬 | 1.52% | −1,276−3.5% | 減碼 |
| Brick & Kyle, Associates | 35,444 | $561.3 萬 | 2.62% | +1,092+3.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 35,391 | $560.4 萬 | 0.01% | +35,391 | 新進 |
| Connable Office Inc | 35,373 | $560.1 萬 | 0.71% | −1,319−3.6% | 減碼 |
| Legacy Financial Advisors, Inc. | 35,344 | $559.7 萬 | 1.28% | +577+1.7% | 加碼 |
| Grandfield & Dodd, LLC | 35,150 | $557.0 萬 | 0.36% | +186+0.5% | 加碼 |
| Chemistry Wealth Management LLC | 35,160 | $556.8 萬 | 4.67% | +35,160 | 新進 |
| Next Level Private LLC | 35,160 | $556.8 萬 | 4.67% | +35,160 | 新進 |
| Equitable Trust Co | 35,138 | $556.4 萬 | 0.34% | +3,125+9.8% | 加碼 |
| MidWestOne Financial Group, Inc. | 35,035 | $554.8 萬 | 1.16% | −156−0.4% | 減碼 |
| E&G Advisors, LP | 35,002 | $554.3 萬 | 1.38% | −150−0.4% | 減碼 |
| V Wealth Advisors LLC | 34,929 | $553.1 萬 | 0.81% | −750−2.1% | 減碼 |
| Affinity Investment Advisors, LLC | 34,822 | $551.4 萬 | 2.21% | −287−0.8% | 減碼 |
| Coerente Capital Management | 34,822 | $551.4 萬 | 1.04% | −200−0.6% | 減碼 |
| La Financiere de L'Echiquier | 34,700 | $549.5 萬 | 0.19% | −7,300−17.4% | 減碼 |
| Wealthspire Advisors, LLC | 34,702 | $549.5 萬 | 0.12% | −6,194−15.1% | 減碼 |
| Headinvest, LLC | 34,698 | $549.4 萬 | 0.97% | +179+0.5% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 34,662 | $548.9 萬 | 0.90% | +7,526+27.7% | 加碼 |
| Schmidt P J Investment Management Inc | 36,870 | $547.9 萬 | 1.09% | +259+0.7% | 加碼 |
| Essex Investment Management Co LLC | 34,529 | $546.8 萬 | 0.63% | −23−0.1% | 減碼 |
| Chicago Trust Co NA | 34,531 | $546.8 萬 | 1.09% | +1,262+3.8% | 加碼 |
| IHT Wealth Management, LLC | 34,431 | $545.2 萬 | 0.40% | +1,386+4.2% | 加碼 |
| Forte Capital LLC | 34,330 | $543.6 萬 | 0.69% | +1,134+3.4% | 加碼 |
| Chou Associates Management Inc.大師Chou Associates | 34,275 | $542.7 萬 | 3.76% | 00.0% | 不變 |
| Harbour Investments, Inc. | 34,251 | $542.4 萬 | 0.32% | −31,715−48.1% | 減碼 |
| Journey Advisory Group, LLC | 34,228 | $542.0 萬 | 1.50% | +2,798+8.9% | 加碼 |
| Dixon Hubard Feinour & Brown Inc | 34,018 | $538.7 萬 | 0.52% | +27,121+393.2% | 加碼 |
| Quadrant Capital Group LLC | 33,957 | $537.7 萬 | 0.64% | +7,955+30.6% | 加碼 |
| ACG Wealth | 33,908 | $536.9 萬 | 0.76% | −4,771−12.3% | 減碼 |
| Confluence Wealth Services, Inc. | 33,865 | $536.2 萬 | 1.73% | +33,865 | 新進 |
| Horan Capital Advisors, LLC. | 33,833 | $535.7 萬 | 2.12% | +901+2.7% | 加碼 |
| Ritholtz Wealth Management | 33,774 | $534.8 萬 | 0.33% | +3,526+11.7% | 加碼 |
| Opus Investment Management Inc | 33,750 | $534.4 萬 | 0.76% | 00.0% | 不變 |
| Blue Zone Wealth Advisors, LLC | 33,677 | $533.3 萬 | 1.76% | +315+0.9% | 加碼 |
| Symmetry Partners, LLC | 33,597 | $532.0 萬 | 0.34% | −4,643−12.1% | 減碼 |
| MRJ Capital Inc | 33,518 | $530.7 萬 | 3.06% | −2,374−6.6% | 減碼 |
| Thoroughbred Financial Services, LLC | 33,496 | $530.4 萬 | 1.11% | +2,457+7.9% | 加碼 |
| Family Legacy, Inc. | 31,583 | $529.0 萬 | 2.16% | +617+2.0% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 33,378 | $528.5 萬 | 1.75% | +477+1.4% | 加碼 |
| Exencial Wealth Advisors, LLC | 33,346 | $528.0 萬 | 0.26% | −8,344−20.0% | 減碼 |
| NTV Asset Management LLC | 33,220 | $526.0 萬 | 0.87% | −96−0.3% | 減碼 |
| TrinityPoint Wealth, LLC | 33,196 | $525.7 萬 | 0.93% | −311−0.9% | 減碼 |
| Fusion Capital, LLC | 33,167 | $525.2 萬 | 2.67% | +1,536+4.9% | 加碼 |
| Monetary Management Group Inc | 33,114 | $524.4 萬 | 1.30% | +1,075+3.4% | 加碼 |
| GM Advisory Group, Inc. | 33,111 | $524.3 萬 | 0.47% | +746+2.3% | 加碼 |
| Pinnacle Bancorp, Inc. | 33,080 | $523.8 萬 | 1.85% | +10,542+46.8% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $522.6 萬 | 1.34% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 32,972 | $522.1 萬 | 0.57% | −398−1.2% | 減碼 |
| Brighton Jones LLC | 32,943 | $521.6 萬 | 0.25% | +2,165+7.0% | 加碼 |
| Meridian Management Co | 32,920 | $521.3 萬 | 1.51% | +254+0.8% | 加碼 |
| SPC Financial, Inc. | 32,873 | $520.5 萬 | 0.58% | +231+0.7% | 加碼 |
| Silvant Capital Management LLC | 32,866 | $520.4 萬 | 0.89% | −1,714−5.0% | 減碼 |
| Keebeck Wealth Management, LLC | 32,862 | $520.4 萬 | 0.93% | +1,364+4.3% | 加碼 |
| Westover Capital Advisors, LLC | 32,776 | $519.0 萬 | 1.51% | −1,186−3.5% | 減碼 |
| Sentry Investment Management LLC | 32,774 | $519.0 萬 | 1.36% | 00.0% | 不變 |
| BBR Partners, LLC | 32,709 | $517.9 萬 | 0.61% | +743+2.3% | 加碼 |
| TFG Advisers LLC | 32,627 | $516.6 萬 | 2.25% | −412−1.2% | 減碼 |
| Unison Asset Management LLC | 32,627 | $516.6 萬 | 4.26% | 00.0% | 不變 |
| Townsend Asset Management Corp | 32,583 | $515.9 萬 | 2.46% | +519+1.6% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 32,565 | $515.7 萬 | 1.23% | +1,197+3.8% | 加碼 |
| Paradigm Financial Partners, LLC | 32,484 | $514.4 萬 | 1.08% | +1,217+3.9% | 加碼 |
| Regal Investment Advisors LLC | 32,479 | $514.3 萬 | 0.46% | −1,881−5.5% | 減碼 |
| Monarch Capital Management Inc | 32,436 | $513.6 萬 | 1.32% | +471+1.5% | 加碼 |
| Exchange Capital Management, Inc. | 32,260 | $510.8 萬 | 0.93% | +52+0.2% | 加碼 |
| Patten Group, Inc. | 32,221 | $510.2 萬 | 1.35% | +512+1.6% | 加碼 |
| Duff & Phelps Investment Management Co | 32,195 | $509.8 萬 | 0.06% | +155+0.5% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 32,189 | $509.7 萬 | 0.43% | +12,518+63.6% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 32,440 | $509.2 萬 | 2.46% | +1,263+4.1% | 加碼 |