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 |
|---|---|---|---|---|---|
| Concorde Financial Corp | 30,559 | $508.5 萬 | 3.20% | +30,559 | 新進 |
| Delta Capital Management LLC | 32,045 | $507.4 萬 | 2.84% | +40+0.1% | 加碼 |
| First Personal Financial Services | 32,038 | $507.3 萬 | 1.14% | +1,297+4.2% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32,022 | $506.9 萬 | 0.42% | +1,061+3.4% | 加碼 |
| Bank Ozk | 31,946 | $505.8 萬 | 2.06% | +45+0.1% | 加碼 |
| Lincoln Capital LLC | 31,918 | $505.4 萬 | 1.25% | −50.0% | 減碼 |
| Laidlaw Wealth Management LLC | 31,870 | $504.7 萬 | 0.81% | +3,691+13.1% | 加碼 |
| Strategic Wealth Partners, Ltd. | 31,818 | $503.8 萬 | 0.95% | +1,987+6.7% | 加碼 |
| First Interstate Bank | 31,805 | $503.6 萬 | 0.49% | +34+0.1% | 加碼 |
| Ahl Investment Management, Inc. | 31,805 | $503.6 萬 | 4.60% | +31,805 | 新進 |
| Principal Street Partners, LLC | 31,794 | $503.5 萬 | 1.21% | −481−1.5% | 減碼 |
| Brandywine Oak Private Wealth LLC | 31,534 | $503.3 萬 | 0.55% | −1,131−3.5% | 減碼 |
| Triangle Securities Wealth Management | 31,772 | $503.1 萬 | 1.57% | −255−0.8% | 減碼 |
| Trustmark National Bank Trust Department | 31,749 | $502.7 萬 | 0.38% | +1,999+6.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 31,708 | $502.1 萬 | 0.33% | +175+0.6% | 加碼 |
| Andesa Financial Management Inc. | 31,691 | $501.8 萬 | 2.47% | +608+2.0% | 加碼 |
| Aureus Asset Management, LLC | 31,690 | $501.8 萬 | 0.31% | +614+2.0% | 加碼 |
| Wasatch Advisors Inc | 31,657 | $501.3 萬 | 0.02% | +500+1.6% | 加碼 |
| West Branch Capital LLC | 31,612 | $500.6 萬 | 2.13% | +1,038+3.4% | 加碼 |
| Rocky Mountain Advisers, LLC | 31,484 | $498.5 萬 | 5.66% | +40.0% | 加碼 |
| Pegasus Asset Management, Inc. | 31,461 | $498.2 萬 | 2.04% | +473+1.5% | 加碼 |
| Citizens & Northern Corp | 31,410 | $497.4 萬 | 1.78% | −407−1.3% | 減碼 |
| McBroom & Associates, LLC | 31,397 | $497.2 萬 | 3.74% | +31,397 | 新進 |
| Sunbelt Securities, Inc. | 31,860 | $496.8 萬 | 0.81% | −3,177−9.1% | 減碼 |
| Kavar Capital Partners Group, LLC | 31,325 | $496.0 萬 | 1.03% | +1,083+3.6% | 加碼 |
| Horizon Investments, LLC | 31,508 | $496.0 萬 | 0.15% | +2,432+8.4% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 31,265 | $495.1 萬 | 0.29% | −95−0.3% | 減碼 |
| Mendel Money Management | 31,261 | $495.0 萬 | 2.85% | −338−1.1% | 減碼 |
| Addison Capital Co | 31,256 | $494.9 萬 | 2.22% | +1,551+5.2% | 加碼 |
| Bill Few Associates, Inc. | 31,252 | $494.9 萬 | 2.56% | +31,252 | 新進 |
| Western Wealth Management, LLC | 31,158 | $493.7 萬 | 0.49% | +31,158 | 新進 |
| Lauterbach Financial Advisors, LLC | 31,180 | $493.7 萬 | 4.36% | +31,180 | 新進 |
| Bedel Financial Consulting, Inc. | 31,132 | $493.0 萬 | 1.53% | −3,340−9.7% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 31,136 | $493.0 萬 | 1.48% | +538+1.8% | 加碼 |
| Trustcore Financial Services, LLC | 31,133 | $493.0 萬 | 0.56% | +639+2.1% | 加碼 |
| Horizon Investment Services, LLC | 31,125 | $492.9 萬 | 2.26% | +444+1.4% | 加碼 |
| Salem Capital Management Inc | 31,080 | $492.1 萬 | 2.55% | −258−0.8% | 減碼 |
| Capital Insight Partners, LLC | 31,046 | $491.6 萬 | 1.00% | +425+1.4% | 加碼 |
| Jackson Square Capital, LLC | 30,817 | $488.0 萬 | 1.40% | −117−0.4% | 減碼 |
| Wealth Effects LLC | 30,780 | $487.4 萬 | 2.02% | +30,780 | 新進 |
| Smithfield Trust Co | 30,672 | $485.8 萬 | 0.30% | −1,011−3.2% | 減碼 |
| Country Club Trust Company, n.a. | 30,657 | $485.8 萬 | 0.38% | −61−0.2% | 減碼 |
| First Nebraska Trust Co | 30,656 | $485.4 萬 | 0.58% | −604−1.9% | 減碼 |
| TRUE Private Wealth Advisors | 30,656 | $485.4 萬 | 0.69% | +726+2.4% | 加碼 |
| Castleview Partners, LLC | 766,449 | $484.0 萬 | 0.04% | +766,449 | 新進 |
| ARGI Investment Services, LLC | 30,545 | $483.7 萬 | 0.14% | +1,319+4.5% | 加碼 |
| SOL Capital Management CO | 30,492 | $482.8 萬 | 0.87% | −170−0.6% | 減碼 |
| Triasima Portfolio Management inc. | 30,475 | $482.6 萬 | 0.23% | +330+1.1% | 加碼 |
| Baker Tilly Wealth Management, LLC | 30,459 | $482.3 萬 | 0.52% | +2,136+7.5% | 加碼 |
| Good Life Advisors, LLC | 30,449 | $482.2 萬 | 0.59% | −140−0.5% | 減碼 |
| Investors Asset Management of Georgia Inc | 30,430 | $481.9 萬 | 2.30% | −40−0.1% | 減碼 |
| Essex LLC | 30,433 | $481.9 萬 | 1.29% | +1,006+3.4% | 加碼 |
| Meristem Family Wealth, LLC | 30,384 | $481.1 萬 | 0.41% | +122+0.4% | 加碼 |
| Marcum Wealth, LLC | 30,375 | $481.0 萬 | 0.67% | +745+2.5% | 加碼 |
| SRN Advisors, LLC | 30,357 | $480.7 萬 | 1.73% | −1,103−3.5% | 減碼 |
| Canal Capital Management, LLC | 30,312 | $480.0 萬 | 1.16% | +2,445+8.8% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 30,298 | $479.8 萬 | 2.78% | +5,575+22.5% | 加碼 |
| Reliant Investment Management, LLC | 30,285 | $479.6 萬 | 1.97% | +980+3.3% | 加碼 |
| MTM Investment Management, LLC | 30,267 | $479.3 萬 | 2.28% | +503+1.7% | 加碼 |
| Audent Global Asset Management, LLC | 30,104 | $476.7 萬 | 2.00% | +30,104 | 新進 |
| 55I, LLC | 30,081 | $476.4 萬 | 0.12% | +1,888+6.7% | 加碼 |
| Strategic Wealth Designers | 30,063 | $476.1 萬 | 1.24% | +4,847+19.2% | 加碼 |
| Zuckerman Investment Group, LLC | 30,042 | $475.7 萬 | 0.74% | +340+1.1% | 加碼 |
| Cna Financial Corp | 30,000 | $475.1 萬 | 1.24% | −2,500−7.7% | 減碼 |
| Allen Holding Inc | 30,000 | $475.1 萬 | 0.64% | 00.0% | 不變 |
| Bleichroeder LP | 30,000 | $475.1 萬 | 0.74% | 00.0% | 不變 |
| Ally Financial Inc. | 30,000 | $475.1 萬 | 0.43% | +30,000 | 新進 |
| Monetta Financial Services Inc | 30,000 | $475.0 萬 | 3.67% | 00.0% | 不變 |
| CSS LLC | 30,000 | $475.0 萬 | 0.21% | +30,000 | 新進 |
| Sheets Smith Wealth Management | 29,905 | $473.5 萬 | 0.59% | +147+0.5% | 加碼 |
| Lakeview Capital Partners, LLC | 29,805 | $472.0 萬 | 2.76% | −628−2.1% | 減碼 |
| Bessemer Securities LLC | 29,781 | $471.6 萬 | 1.28% | +4,847+19.4% | 加碼 |
| Amarillo National Bank | 29,774 | $471.4 萬 | 0.92% | +32+0.1% | 加碼 |
| Congress Park Capital LLC | 29,753 | $471.1 萬 | 2.32% | −114−0.4% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $470.3 萬 | 1.44% | 00.0% | 不變 |
| Banco de Sabadell, S.A | 29,621 | $469.4 萬 | 2.63% | +9,800+49.4% | 加碼 |
| Comerica Securities,inc. | 29,530 | $467.6 萬 | 0.30% | +709+2.5% | 加碼 |
| Kore Private Wealth LLC | 29,524 | $467.5 萬 | 0.57% | −5,595−15.9% | 減碼 |
| Carderock Capital Management Inc | 29,495 | $467.1 萬 | 1.12% | +2,760+10.3% | 加碼 |
| Violich Capital Management, Inc. | 29,453 | $466.4 萬 | 0.67% | +430+1.5% | 加碼 |
| NewSquare Capital LLC | 29,423 | $465.9 萬 | 0.49% | +2,840+10.7% | 加碼 |
| Enterprise Bank & Trust Co | 29,388 | $465.4 萬 | 1.63% | +124+0.4% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 29,369 | $465.1 萬 | 1.05% | −260−0.9% | 減碼 |
| Charles Schwab Trust Co | 29,354 | $464.8 萬 | 0.75% | +1,298+4.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 29,259 | $463.3 萬 | 0.99% | +2,404+9.0% | 加碼 |
| High Pines Wealth Management, LLC | 29,193 | $462.3 萬 | 3.22% | −1,860−6.0% | 減碼 |
| Leuthold Group, LLC | 29,093 | $460.7 萬 | 0.54% | −520−1.8% | 減碼 |
| Trustco Bank Corp N Y | 29,095 | $460.7 萬 | 4.03% | −250−0.9% | 減碼 |
| Lafayette Investments, Inc. | 29,070 | $460.3 萬 | 1.15% | +103+0.4% | 加碼 |
| Shelter Mutual Insurance Co | 29,000 | $459.2 萬 | 1.19% | 00.0% | 不變 |
| Highlander Partners, L.P. | 29,000 | $459.2 萬 | 5.60% | +29,000 | 新進 |
| Morgan Jess S & Co Inc | 28,972 | $458.8 萬 | 2.82% | +255+0.9% | 加碼 |
| Trust Asset Management LLC | 28,942 | $458.3 萬 | 0.57% | 00.0% | 不變 |
| Secure Asset Management, LLC | 28,813 | $456.3 萬 | 1.85% | +8,770+43.8% | 加碼 |
| RBA Wealth Management, LLC | 28,665 | $453.9 萬 | 2.14% | +28,665 | 新進 |
| NorthRock Partners, LLC | 28,645 | $453.6 萬 | 0.34% | +2,727+10.5% | 加碼 |
| Brookmont Capital Management | 28,615 | $453.1 萬 | 2.40% | −1,262−4.2% | 減碼 |
| Strategic Blueprint, LLC | 28,610 | $453.0 萬 | 0.57% | +8,987+45.8% | 加碼 |
| Andrew Hill Investment Advisors, Inc. | 28,608 | $453.0 萬 | 4.23% | +28,608 | 新進 |
| Weil Company, Inc. | 28,562 | $452.3 萬 | 2.11% | −3,063−9.7% | 減碼 |