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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Switzerland) SA | 28,548 | $452.1 萬 | 0.29% | +1,317+4.8% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 28,503 | $451.4 萬 | 0.12% | +36+0.1% | 加碼 |
| Account Management LLC | 28,477 | $450.9 萬 | 3.89% | +28,477 | 新進 |
| Advisor Resource Council | 28,411 | $449.9 萬 | 0.35% | +15,922+127.5% | 加碼 |
| CAPROCK Group, Inc. | 28,405 | $449.8 萬 | 0.37% | −2,691−8.7% | 減碼 |
| Old Port Advisors | 27,168 | $449.7 萬 | 1.52% | −397−1.4% | 減碼 |
| Flagship Harbor Advisors, LLC | 28,364 | $449.1 萬 | 0.43% | +3,134+12.4% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 28,322 | $448.5 萬 | 0.35% | +1,575+5.9% | 加碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 28,320 | $448.4 萬 | 3.07% | −8,680−23.5% | 減碼 |
| Nikulski Financial, Inc. | 28,181 | $446.2 萬 | 1.87% | +379+1.4% | 加碼 |
| Ameritas Advisory Services, LLC | 28,181 | $446.2 萬 | 0.16% | +28,181 | 新進 |
| SeaBridge Investment Advisors LLC | 28,165 | $446.0 萬 | 1.43% | −3,066−9.8% | 減碼 |
| Seven Eight Capital, LP | 28,167 | $446.0 萬 | 0.80% | +28,167 | 新進 |
| Capital Investment Advisory Services, LLC | 28,095 | $444.9 萬 | 0.53% | +795+2.9% | 加碼 |
| JT Stratford LLC | 28,083 | $444.7 萬 | 1.22% | +539+2.0% | 加碼 |
| Hixon Zuercher, LLC | 28,014 | $443.6 萬 | 2.23% | +1,220+4.6% | 加碼 |
| Avidian Wealth Solutions, LLC | 27,926 | $442.2 萬 | 0.28% | +4,837+20.9% | 加碼 |
| Act Two Investors LLC | 27,851 | $441.0 萬 | 3.48% | −61−0.2% | 減碼 |
| Allen Capital Group, LLC | 27,840 | $440.8 萬 | 0.62% | −256−0.9% | 減碼 |
| Pitcairn Co | 27,830 | $440.7 萬 | 0.28% | −488−1.7% | 減碼 |
| Tiemann Investment Advisors, LLC | 27,820 | $440.5 萬 | 1.86% | −39−0.1% | 減碼 |
| GDS Wealth Management | 27,809 | $440.4 萬 | 0.99% | +27,809 | 新進 |
| Hudock, Inc. | 27,810 | $440.3 萬 | 1.24% | −306−1.1% | 減碼 |
| Zurich Insurance Group Ltd | 27,800 | $440.2 萬 | 0.05% | 00.0% | 不變 |
| United Bank | 27,744 | $439.3 萬 | 2.36% | +666+2.5% | 加碼 |
| Baader Bank INC | 27,725 | $439.0 萬 | 0.35% | +27,725 | 新進 |
| RFG Advisory, LLC | 27,709 | $438.8 萬 | 0.30% | +1,292+4.9% | 加碼 |
| NEXT Financial Group, Inc | 27,555 | $436.4 萬 | 0.29% | +298+1.1% | 加碼 |
| Orion Portfolio Solutions, LLC | 27,555 | $436.3 萬 | 0.15% | +2,202+8.7% | 加碼 |
| LSV Asset Management | 27,500 | $435.5 萬 | 0.01% | −35,660−56.5% | 減碼 |
| Barings LLC | 27,498 | $435.4 萬 | 0.11% | +2,652+10.7% | 加碼 |
| Enhancing Capital LLC | 27,490 | $435.3 萬 | 4.73% | +27,490 | 新進 |
| Hayek Kallen Investment Management | 27,481 | $435.2 萬 | 1.55% | +4,345+18.8% | 加碼 |
| tru Independence LLC | 27,403 | $433.9 萬 | 1.18% | −271−1.0% | 減碼 |
| Ascent Group, LLC | 29,891 | $433.7 萬 | 0.55% | +29,891 | 新進 |
| Hilltop Holdings Inc. | 27,305 | $432.4 萬 | 0.45% | +2,372+9.5% | 加碼 |
| Citizens National Bank Trust Department | 27,278 | $431.9 萬 | 1.64% | −20,165−42.5% | 減碼 |
| Goodwin Daniel L | 27,232 | $431.3 萬 | 1.89% | −320−1.2% | 減碼 |
| American National Registered Investment Advisor, Inc. | 27,225 | $431.1 萬 | 1.42% | −40.0% | 減碼 |
| Allworth Financial LP | 27,141 | $429.8 萬 | 0.06% | +1,524+5.9% | 加碼 |
| Eisler Capital (UK) Ltd. | 27,143 | $429.8 萬 | 0.57% | +14,160+109.1% | 加碼 |
| 9258 Wealth Management, LLC | 27,104 | $429.2 萬 | 0.98% | +1,299+5.0% | 加碼 |
| Altfest L J & Co Inc | 27,093 | $429.0 萬 | 0.82% | −89−0.3% | 減碼 |
| Atlas Brown,Inc. | 27,074 | $428.7 萬 | 1.66% | +404+1.5% | 加碼 |
| Aj Wealth Strategies, LLC | 27,054 | $428.4 萬 | 0.20% | −37,914−58.4% | 減碼 |
| Moloney Securities Asset Management, LLC | 27,032 | $428.0 萬 | 0.73% | −664−2.4% | 減碼 |
| Hall Capital Management Co Inc | 27,009 | $427.7 萬 | 2.42% | −728−2.6% | 減碼 |
| Two Sigma Securities, LLC | 26,989 | $427.4 萬 | 0.83% | +24,593+1,026.4% | 加碼 |
| Glen Eagle Advisors, LLC | 26,915 | $426.2 萬 | 1.11% | +1,957+7.8% | 加碼 |
| ProVise Management Group, LLC | 26,879 | $425.6 萬 | 0.39% | +113+0.4% | 加碼 |
| apricus wealth, LLC | 26,864 | $425.4 萬 | 3.80% | +26,864 | 新進 |
| GSB Wealth Management, LLC | 26,819 | $424.7 萬 | 1.22% | +3,682+15.9% | 加碼 |
| Zevenbergen Capital Investments LLC | 26,773 | $424.0 萬 | 0.09% | +2,025+8.2% | 加碼 |
| Sterling Investment Advisors, Ltd. | 26,566 | $420.7 萬 | 1.18% | −70−0.3% | 減碼 |
| Herold Advisors, Inc. | 26,568 | $420.7 萬 | 1.63% | +303+1.2% | 加碼 |
| Americana Partners, LLC | 26,467 | $419.1 萬 | 0.76% | −174−0.7% | 減碼 |
| Signet Investment Advisory Group, Inc. | 26,459 | $419.0 萬 | 2.38% | +462+1.8% | 加碼 |
| Shoker Investment Counsel, Inc. | 26,443 | $418.7 萬 | 1.92% | +63+0.2% | 加碼 |
| SkyOak Wealth, LLC | 26,431 | $418.5 萬 | 1.06% | +45+0.2% | 加碼 |
| Options Solutions, LLC | 26,422 | $418.4 萬 | 3.80% | +26,422 | 新進 |
| Eagle Capital Management, LLC | 26,414 | $418.3 萬 | 1.10% | +855+3.3% | 加碼 |
| Mathes Company, Inc. | 26,373 | $417.6 萬 | 1.44% | −605−2.2% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 26,364 | $417.5 萬 | 0.39% | +1,056+4.2% | 加碼 |
| Independence Bank of Kentucky | 26,255 | $415.7 萬 | 1.70% | −332−1.2% | 減碼 |
| Laffer Tengler Investments | 26,194 | $414.8 萬 | 1.20% | +274+1.1% | 加碼 |
| Johanson Financial Advisors, Inc. | 26,189 | $414.7 萬 | 1.27% | −430−1.6% | 減碼 |
| Capital Planning Advisors, LLC | 26,169 | $414.4 萬 | 0.79% | +809+3.2% | 加碼 |
| Atlantic Trust, LLC | 26,144 | $414.0 萬 | 2.44% | +118+0.5% | 加碼 |
| High Note Wealth, LLC | 26,109 | $413.5 萬 | 1.39% | +448+1.7% | 加碼 |
| Scott & Selber, Inc. | 26,108 | $413.4 萬 | 1.47% | −28−0.1% | 減碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 26,106 | $413.3 萬 | 2.86% | −7,300−21.9% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 26,070 | $412.8 萬 | 0.04% | −1,065−3.9% | 減碼 |
| Cordatus Wealth Management LLC | 26,045 | $412.4 萬 | 1.21% | +4,577+21.3% | 加碼 |
| Tiedemann Advisors, LLC | 26,037 | $412.2 萬 | 0.20% | −10.0% | 減碼 |
| Marino, Stram & Associates LLC | 26,019 | $412.0 萬 | 1.26% | +335+1.3% | 加碼 |
| Eos Management, L.P. | 26,000 | $411.7 萬 | 2.42% | 00.0% | 不變 |
| BFSG, LLC | 25,998 | $411.7 萬 | 0.57% | +1,798+7.4% | 加碼 |
| Brightworth | 26,000 | $411.7 萬 | 0.38% | +4,755+22.4% | 加碼 |
| Peterson Wealth Services | 25,960 | $411.1 萬 | 2.73% | +25,960 | 新進 |
| Hengehold Capital Management LLC | 25,941 | $410.8 萬 | 0.51% | −169−0.6% | 減碼 |
| Parisi Gray Wealth Management | 25,939 | $410.7 萬 | 1.54% | +128+0.5% | 加碼 |
| Claro Advisors LLC | 25,914 | $410.4 萬 | 1.48% | +757+3.0% | 加碼 |
| Metis Global Partners, LLC | 25,882 | $409.9 萬 | 1.14% | +25,882 | 新進 |
| Pekin Hardy Strauss, Inc. | 25,878 | $409.8 萬 | 0.56% | +899+3.6% | 加碼 |
| Pathstone Family Office, LLC | 25,858 | $409.8 萬 | 0.10% | +1,368+5.6% | 加碼 |
| Canvas Wealth Advisors, LLC | 25,864 | $409.6 萬 | 1.47% | +101+0.4% | 加碼 |
| IMA Wealth, Inc. | 25,856 | $409.4 萬 | 0.90% | +1,008+4.1% | 加碼 |
| JB Capital LLC | 25,835 | $409.1 萬 | 0.41% | −2,446−8.6% | 減碼 |
| Arlington Financial Advisors, LLC | 25,830 | $409.0 萬 | 1.39% | −685−2.6% | 減碼 |
| First Business Financial Services, Inc. | 25,810 | $408.7 萬 | 0.43% | +588+2.3% | 加碼 |
| PDS Planning, Inc | 25,794 | $408.4 萬 | 0.78% | −130−0.5% | 減碼 |
| Chesapeake Wealth Management | 25,739 | $407.6 萬 | 1.37% | +18+0.1% | 加碼 |
| Mount Vernon Associates Inc | 25,732 | $407.5 萬 | 3.53% | −175−0.7% | 減碼 |
| Nicollet Investment Management, Inc. | 25,719 | $407.3 萬 | 1.64% | −510−1.9% | 減碼 |
| Am Investment Strategies LLC | 25,722 | $407.3 萬 | 0.98% | +162+0.6% | 加碼 |
| Coastal Bridge Advisors, LLC | 25,701 | $407.0 萬 | 0.85% | +2,098+8.9% | 加碼 |
| Curbstone Financial Management Corp | 25,698 | $406.9 萬 | 0.72% | +542+2.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 25,684 | $406.7 萬 | 0.97% | −1,169−4.4% | 減碼 |
| Financial Advisory Partners, LLC | 25,631 | $405.9 萬 | 1.48% | +25,631 | 新進 |
| Capital Asset Advisory Services LLC | 25,613 | $405.6 萬 | 0.43% | −677−2.6% | 減碼 |