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 |
|---|---|---|---|---|---|
| Founders Capital Management | 25,566 | $404.8 萬 | 2.60% | −686−2.6% | 減碼 |
| Proequities, Inc. | 25,532 | $404.3 萬 | 0.23% | −1,488−5.5% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 25,528 | $404.2 萬 | 1.78% | +598+2.4% | 加碼 |
| Nwam LLC | 25,447 | $403.0 萬 | 0.32% | +1,847+7.8% | 加碼 |
| Burney Co | 25,416 | $402.5 萬 | 0.17% | −279−1.1% | 減碼 |
| Resonant Capital Advisors, LLC | 25,419 | $402.5 萬 | 0.61% | +1,697+7.2% | 加碼 |
| MBB Public Markets I LLC | 25,373 | $401.8 萬 | 0.08% | +25,373 | 新進 |
| Magnetar Financial LLC | 25,367 | $401.7 萬 | 0.04% | +25,367 | 新進 |
| StrategIQ Financial Group, LLC | 25,354 | $401.5 萬 | 0.40% | +8,394+49.5% | 加碼 |
| Anchor Investment Management, LLC | 25,353 | $401.5 萬 | 0.50% | +1,884+8.0% | 加碼 |
| Magnus Financial Group LLC | 25,332 | $401.1 萬 | 0.76% | +2,441+10.7% | 加碼 |
| Mayflower Financial Advisors, LLC | 25,321 | $401.0 萬 | 0.53% | +42+0.2% | 加碼 |
| Duality Advisers, LP | 25,323 | $401.0 萬 | 0.43% | +25,323 | 新進 |
| Bank Hapoalim BM | 25,200 | $399.0 萬 | 0.40% | −2,218−8.1% | 減碼 |
| Arkadios Wealth Advisors | 25,178 | $398.7 萬 | 0.53% | +2,044+8.8% | 加碼 |
| Papp L Roy & Associates | 25,136 | $398.0 萬 | 0.46% | +60.0% | 加碼 |
| Lee Danner & Bass Inc | 25,035 | $396.4 萬 | 0.34% | +1,545+6.6% | 加碼 |
| St. Louis Trust Co | 25,007 | $396.0 萬 | 0.84% | +7,297+41.2% | 加碼 |
| Summit Financial, LLC | 24,967 | $395.3 萬 | 0.30% | +5,190+26.2% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 24,954 | $395.1 萬 | 2.99% | −49−0.2% | 減碼 |
| Fairhaven Wealth Management, LLC | 24,936 | $394.9 萬 | 1.54% | +191+0.8% | 加碼 |
| MV Capital Management, Inc. | 24,911 | $394.5 萬 | 0.57% | +1,448+6.2% | 加碼 |
| Malaga Cove Capital, LLC | 24,872 | $393.8 萬 | 1.55% | −79−0.3% | 減碼 |
| Boston Research & Management Inc | 24,858 | $393.6 萬 | 1.07% | +15+0.1% | 加碼 |
| Vident Investment Advisory, LLC | 24,848 | $393.5 萬 | 0.10% | +4,591+22.7% | 加碼 |
| Mechanics Financial Corp | 24,800 | $392.7 萬 | 1.86% | +24,800 | 新進 |
| Aspiriant, LLC | 24,719 | $391.6 萬 | 0.21% | +722+3.0% | 加碼 |
| Minot Wealth Management LLC | 24,724 | $391.5 萬 | 0.75% | +4,457+22.0% | 加碼 |
| Grove Bank & Trust | 24,683 | $390.8 萬 | 0.75% | +1,258+5.4% | 加碼 |
| S&CO Inc | 24,655 | $390.4 萬 | 0.28% | +1,000+4.2% | 加碼 |
| Winch Advisory Services, LLC | 24,628 | $390.0 萬 | 1.29% | +110+0.4% | 加碼 |
| Balentine LLC | 24,496 | $387.9 萬 | 0.14% | +4,791+24.3% | 加碼 |
| Udine Wealth Management, Inc. | 24,379 | $386.0 萬 | 3.98% | +24,379 | 新進 |
| Platte River Wealth Advisors, LLC | 22,954 | $384.5 萬 | 1.32% | +284+1.3% | 加碼 |
| Enterprise Financial Services Corp | 24,234 | $383.8 萬 | 0.59% | −27,369−53.0% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 24,206 | $383.3 萬 | 1.06% | +4,096+20.4% | 加碼 |
| Valmark Advisers, Inc. | 24,190 | $383.1 萬 | 0.07% | +1,701+7.6% | 加碼 |
| Harbor Advisors LLC | 24,148 | $382.4 萬 | 0.71% | 00.0% | 不變 |
| Terril Brothers, Inc. | 24,135 | $382.2 萬 | 0.84% | −381−1.6% | 減碼 |
| Roanoke Asset Management Corp | 24,068 | $381.1 萬 | 1.26% | −164−0.7% | 減碼 |
| Bank of Stockton | 24,059 | $381.0 萬 | 1.12% | −40.0% | 減碼 |
| WD Rutherford LLC | 24,055 | $380.9 萬 | 1.93% | −270−1.1% | 減碼 |
| Lindbrook Capital, LLC | 24,018 | $380.3 萬 | 0.58% | +18,561+340.1% | 加碼 |
| X-Square Capital, LLC | 24,009 | $380.2 萬 | 1.91% | −1,316−5.2% | 減碼 |
| HCR Wealth Advisors | 23,963 | $379.5 萬 | 0.59% | −156−0.6% | 減碼 |
| Independent Financial Group, LLC | 23,890 | $378.3 萬 | 0.31% | +1,183+5.2% | 加碼 |
| Marietta Investment Partners LLC | 23,881 | $378.2 萬 | 0.80% | +250+1.1% | 加碼 |
| Gradient Capital Advisors, LLC | 23,850 | $377.7 萬 | 1.57% | +516+2.2% | 加碼 |
| AllGen Financial Advisors, Inc. | 23,803 | $376.9 萬 | 2.79% | +1,719+7.8% | 加碼 |
| SlateStone Wealth, LLC | 23,755 | $376.2 萬 | 0.80% | +701+3.0% | 加碼 |
| Mission Wealth Management, LP | 23,760 | $376.2 萬 | 0.17% | +5,266+28.5% | 加碼 |
| Platform Technology Partners | 23,736 | $375.9 萬 | 1.65% | +226+1.0% | 加碼 |
| Gables Capital Management Inc. | 23,726 | $375.7 萬 | 2.24% | −100−0.4% | 減碼 |
| Blume Capital Management, Inc. | 23,713 | $375.5 萬 | 1.24% | −406−1.7% | 減碼 |
| Peddock Capital Advisors, LLC | 23,660 | $374.6 萬 | 1.24% | +114+0.5% | 加碼 |
| Hudson Value Partners, LLC | 23,538 | $372.7 萬 | 1.81% | −705−2.9% | 減碼 |
| J. W. Coons Advisors, LLC | 23,417 | $371.3 萬 | 1.12% | −1,691−6.7% | 減碼 |
| Evermay Wealth Management LLC | 23,447 | $371.3 萬 | 0.66% | −138−0.6% | 減碼 |
| Roberts Wealth Advisors, LLC | 22,944 | $371.0 萬 | 1.34% | −520−2.2% | 減碼 |
| Sutton Wealth Advisors Inc. | 23,399 | $370.5 萬 | 1.24% | +826+3.7% | 加碼 |
| Aspen Investment Management Inc | 23,337 | $369.5 萬 | 1.82% | +89+0.4% | 加碼 |
| Van Eck Associates Corp | 23,228 | $367.8 萬 | 0.01% | −3,367−12.7% | 減碼 |
| West Oak Capital, LLC | 23,212 | $367.6 萬 | 1.35% | −1,245−5.1% | 減碼 |
| RDA Financial Network | 23,181 | $367.1 萬 | 1.50% | −211−0.9% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 23,184 | $367.1 萬 | 1.11% | +210+0.9% | 加碼 |
| TrimTabs Asset Management, LLC | 23,173 | $366.9 萬 | 1.80% | −2,701−10.4% | 減碼 |
| FLC Capital Advisors | 23,173 | $366.9 萬 | 1.02% | −300−1.3% | 減碼 |
| Nichols & Pratt Advisers LLP | 23,143 | $366.4 萬 | 0.25% | +50+0.2% | 加碼 |
| Spirit of America Management Corp | 23,142 | $366.4 萬 | 0.74% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 23,143 | $366.4 萬 | 0.81% | +1,348+6.2% | 加碼 |
| First Commonwealth Financial Corp | 23,127 | $366.2 萬 | 1.18% | −112−0.5% | 減碼 |
| FourThought Financial, LLC | 23,118 | $366.1 萬 | 0.46% | −1,196−4.9% | 減碼 |
| Csenge Advisory Group | 23,291 | $365.8 萬 | 0.33% | −956−3.9% | 減碼 |
| SOA Wealth Advisors, LLC. | 23,074 | $365.6 萬 | 0.89% | −123−0.5% | 減碼 |
| Indiana Trust & Investment Management CO | 23,080 | $365.5 萬 | 1.69% | −375−1.6% | 減碼 |
| Canton Hathaway, LLC | 23,054 | $365.1 萬 | 0.99% | +664+3.0% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 23,040 | $364.8 萬 | 0.27% | +585+2.6% | 加碼 |
| Kovack Advisors, Inc. | 23,002 | $364.2 萬 | 0.35% | −1,096−4.5% | 減碼 |
| Union Heritage Capital, LLC | 23,000 | $364.2 萬 | 1.71% | 00.0% | 不變 |
| Wealthsource Partners, LLC | 22,965 | $363.6 萬 | 0.29% | +773+3.5% | 加碼 |
| Argus Investors' Counsel, Inc. | 22,959 | $363.5 萬 | 2.19% | +6,954+43.4% | 加碼 |
| NCM Capital Management, LLC | 22,928 | $363.1 萬 | 3.22% | +22,928 | 新進 |
| UBP Investment Advisors SA | 22,896 | $363.0 萬 | 1.32% | +2,532+12.4% | 加碼 |
| Rehmann Capital Advisory Group | 22,921 | $363.0 萬 | 0.34% | −128−0.6% | 減碼 |
| Connolly Sarah T. | 22,894 | $362.5 萬 | 2.02% | +7,231+46.2% | 加碼 |
| Harbor Advisory Corp | 22,848 | $361.8 萬 | 1.47% | +200+0.9% | 加碼 |
| Almanack Investment Partners, LLC. | 22,773 | $360.6 萬 | 0.29% | +1,070+4.9% | 加碼 |
| Butensky & Cohen Financial Security, Inc | 22,761 | $360.4 萬 | 1.29% | −227−1.0% | 減碼 |
| OPSEU Pension Plan Trust Fund | 21,695 | $360.0 萬 | 0.82% | +1,476+7.3% | 加碼 |
| Scissortail Wealth Management, LLC | 22,677 | $359.1 萬 | 1.38% | +22,677 | 新進 |
| Blue Fin Capital, Inc. | 22,677 | $359.0 萬 | 0.99% | +139+0.6% | 加碼 |
| Liberty Capital Management, Inc. | 22,667 | $358.9 萬 | 0.97% | −805−3.4% | 減碼 |
| Balasa Dinverno & Foltz LLC | 22,648 | $358.6 萬 | 0.23% | −484−2.1% | 減碼 |
| Compton Wealth Advisory Group, LLC | 22,634 | $358.4 萬 | 1.54% | +367+1.6% | 加碼 |
| Evoke Wealth, LLC | 22,603 | $357.9 萬 | 0.11% | +724+3.3% | 加碼 |
| Piscataqua Savings Bank | 22,555 | $357.1 萬 | 2.81% | −66−0.3% | 減碼 |
| Norway Savings Bank | 22,534 | $356.8 萬 | 1.56% | −352−1.5% | 減碼 |
| Peachtree Investment Partners, LLC | 22,519 | $356.6 萬 | 1.50% | +2,842+14.4% | 加碼 |
| Cary Street Partners Asset Management LLC | 22,473 | $355.9 萬 | 0.76% | −1,854−7.6% | 減碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 21,086 | $354.7 萬 | 0.57% | +1,798+9.3% | 加碼 |