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 |
|---|---|---|---|---|---|
| Hancock Whitney Investment Services Inc. | 19,718 | $313.4 萬 | 0.54% | +19,718 | 新進 |
| Ausdal Financial Partners, Inc. | 19,764 | $313.0 萬 | 0.42% | +6,963+54.4% | 加碼 |
| Harvey Investment Co LLC | 19,663 | $311.4 萬 | 0.36% | 00.0% | 不變 |
| Studio Investment Management LLC | 19,648 | $311.1 萬 | 1.12% | −1,000−4.8% | 減碼 |
| Royal Capital Wealth Management, LLC | 19,601 | $310.4 萬 | 3.01% | +19,601 | 新進 |
| Intellectus Partners, LLC | 19,536 | $309.3 萬 | 0.79% | −1,245−6.0% | 減碼 |
| Signature Wealth Management Partners, LLC | 19,508 | $308.9 萬 | 2.62% | +20.0% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 19,504 | $308.8 萬 | 0.81% | −148−0.8% | 減碼 |
| Bogart Wealth, LLC | 19,391 | $307.1 萬 | 0.28% | +2,248+13.1% | 加碼 |
| Archer Investment Corp | 19,378 | $306.9 萬 | 1.04% | +225+1.2% | 加碼 |
| Quest Capital Management Inc | 19,362 | $306.6 萬 | 0.53% | +440+2.3% | 加碼 |
| Coastline Trust Co | 19,351 | $306.4 萬 | 0.35% | +30+0.2% | 加碼 |
| Hollencrest Capital Management | 19,326 | $306.0 萬 | 0.24% | +19+0.1% | 加碼 |
| Golden State Equity Partners | 19,311 | $305.8 萬 | 1.54% | +81+0.4% | 加碼 |
| Condor Capital Management | 19,268 | $305.1 萬 | 0.33% | +313+1.7% | 加碼 |
| Aldebaran Financial Inc. | 19,254 | $304.9 萬 | 2.38% | +559+3.0% | 加碼 |
| Brooks, Moore & Associates, Inc. | 19,188 | $303.8 萬 | 1.78% | −100−0.5% | 減碼 |
| Beaumont Financial Partners, LLC | 19,154 | $303.3 萬 | 0.22% | −247−1.3% | 減碼 |
| O'Dell Group, LLC | 19,153 | $303.3 萬 | 0.88% | +56+0.3% | 加碼 |
| New Century Advisors, LLC | 19,125 | $302.8 萬 | 2.87% | +19,125 | 新進 |
| Long Run Wealth Advisors, LLC | 18,997 | $302.1 萬 | 1.05% | +18,997 | 新進 |
| Tandem Capital Management Corp | 19,056 | $301.8 萬 | 1.74% | +1,691+9.7% | 加碼 |
| Clarity Wealth Advisors, LLC | 19,053 | $301.7 萬 | 1.40% | +1,908+11.1% | 加碼 |
| WP Advisors, LLC | 19,033 | $301.4 萬 | 1.26% | −404−2.1% | 減碼 |
| Prosperity Consulting Group, LLC | 20,099 | $301.4 萬 | 2.26% | +20,099 | 新進 |
| Hanson & Doremus Investment Management | 18,969 | $300.4 萬 | 0.64% | −38−0.2% | 減碼 |
| Miller Investment Management, LP | 18,935 | $299.8 萬 | 0.43% | 00.0% | 不變 |
| Landmark Financial Advisors, LLC | 18,924 | $299.7 萬 | 1.33% | +14+0.1% | 加碼 |
| Valley National Advisers Inc | 18,904 | $299.3 萬 | 0.55% | −357−1.9% | 減碼 |
| Dillon & Associates Inc | 18,931 | $299.1 萬 | 0.52% | +118+0.6% | 加碼 |
| Leonteq Securities AG | 18,886 | $299.1 萬 | 0.14% | +18,886 | 新進 |
| Holderness Investments Co | 18,860 | $298.6 萬 | 0.88% | +99+0.5% | 加碼 |
| Acropolis Investment Management, LLC | 18,802 | $297.7 萬 | 0.27% | +475+2.6% | 加碼 |
| Strategic Capital Advisers, Inc. | 18,776 | $297.3 萬 | 2.13% | +1,019+5.7% | 加碼 |
| Octavia Wealth Advisors, LLC | 18,746 | $296.8 萬 | 0.64% | +1,191+6.8% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 18,708 | $296.2 萬 | 2.83% | +18,708 | 新進 |
| RB Capital Management, LLC | 18,638 | $295.1 萬 | 0.92% | −77−0.4% | 減碼 |
| Guerra Pan Advisors, LLC | 18,523 | $293.3 萬 | 2.91% | +18,523 | 新進 |
| Certified Advisory Corp | 18,506 | $293.0 萬 | 0.65% | +180+1.0% | 加碼 |
| Birinyi Associates Inc | 18,500 | $292.9 萬 | 0.92% | +4,700+34.1% | 加碼 |
| Graybill Bartz & Assoc Ltd | 18,472 | $292.5 萬 | 1.33% | +161+0.9% | 加碼 |
| Seeyond | 18,448 | $292.1 萬 | 0.27% | −203−1.1% | 減碼 |
| Leeward Financial Partners, LLC | 18,378 | $291.0 萬 | 1.82% | +18,378 | 新進 |
| Assetmark, Inc | 18,351 | $290.6 萬 | 0.01% | +12,287+202.6% | 加碼 |
| Stableford Capital II LLC | 20,014 | $290.1 萬 | 1.22% | +1,196+6.4% | 加碼 |
| Valley Brook Capital Group | 18,319 | $290.0 萬 | 2.50% | +70+0.4% | 加碼 |
| Home Federal Bank of Tennessee | 18,267 | $289.3 萬 | 0.96% | −135−0.7% | 減碼 |
| Deseret Mutual Benefit Administrators | 18,267 | $289.3 萬 | 0.49% | 00.0% | 不變 |
| Autumn Glory Partners, LLC | 18,272 | $289.3 萬 | 1.21% | +18,272 | 新進 |
| WT Wealth Management | 18,252 | $289.0 萬 | 1.06% | +3,554+24.2% | 加碼 |
| Financial Advocates Investment Management | 18,197 | $288.1 萬 | 0.21% | +716+4.1% | 加碼 |
| Engineers Gate Manager LP | 18,196 | $288.1 萬 | 0.13% | +18,196 | 新進 |
| Boltwood Capital Management | 18,138 | $287.2 萬 | 1.06% | −130−0.7% | 減碼 |
| Smith, Moore & Co. | 18,135 | $287.2 萬 | 0.40% | +279+1.6% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 18,133 | $287.1 萬 | 0.61% | +506+2.9% | 加碼 |
| Jefferies Group LLC | 18,084 | $286.4 萬 | 0.05% | −1,462−7.5% | 減碼 |
| Sage Investment Advisers LLC | 18,081 | $286.3 萬 | 3.68% | +18,081 | 新進 |
| SkyView Investment Advisors, LLC | 18,063 | $286.0 萬 | 0.64% | +413+2.3% | 加碼 |
| Chilton Investment Co LLC | 18,062 | $286.0 萬 | 0.06% | +843+4.9% | 加碼 |
| Cito Capital Group, LLC | 18,025 | $285.4 萬 | 1.19% | +60.0% | 加碼 |
| Eads & Heald Wealth Management | 18,018 | $285.3 萬 | 1.24% | −64−0.4% | 減碼 |
| Burleson & Company, LLC | 18,019 | $285.3 萬 | 0.42% | +50.0% | 加碼 |
| Parkside Financial Bank & Trust | 18,013 | $285.2 萬 | 0.70% | +3,238+21.9% | 加碼 |
| West Paces Advisors Inc. | 17,992 | $284.9 萬 | 0.89% | +551+3.2% | 加碼 |
| GFG Capital, LLC | 17,987 | $284.8 萬 | 0.86% | +307+1.7% | 加碼 |
| Trinity Legacy Partners, LLC | 17,955 | $284.3 萬 | 0.96% | +1,522+9.3% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 17,935 | $284.0 萬 | 0.15% | +1,245+7.5% | 加碼 |
| Twelve Points Wealth Management LLC | 17,886 | $283.2 萬 | 2.29% | +17,886 | 新進 |
| High Net Worth Advisory Group LLC | 17,844 | $282.6 萬 | 0.99% | +17,844 | 新進 |
| Seascape Capital Management | 17,811 | $282.0 萬 | 1.32% | +854+5.0% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 17,801 | $281.9 萬 | 0.92% | −23−0.1% | 減碼 |
| Ironwood Investment Counsel, LLC | 17,802 | $281.9 萬 | 0.64% | +317+1.8% | 加碼 |
| Financial Planning & Information Services, Inc. | 17,752 | $281.1 萬 | 0.69% | −142−0.8% | 減碼 |
| Fragasso Group Inc. | 17,744 | $281.0 萬 | 0.33% | −1,037−5.5% | 減碼 |
| True North Advisors, LLC | 17,703 | $280.3 萬 | 0.47% | +2,455+16.1% | 加碼 |
| Key Financial Inc | 17,680 | $280.0 萬 | 1.40% | +129+0.7% | 加碼 |
| TCWP LLC | 17,682 | $279.9 萬 | 0.56% | +17,682 | 新進 |
| NVWM, LLC | 17,671 | $279.8 萬 | 0.87% | +45+0.3% | 加碼 |
| Martin & Co Inc | 17,648 | $279.5 萬 | 0.64% | −136−0.8% | 減碼 |
| First Capital Advisors Group, LLC. | 17,650 | $279.5 萬 | 1.54% | +17,650 | 新進 |
| Arbor Trust Wealth Advisors, LLC | 17,611 | $278.9 萬 | 1.61% | −25−0.1% | 減碼 |
| Moser Wealth Advisors, LLC | 17,573 | $278.3 萬 | 1.68% | −350−2.0% | 減碼 |
| Agate Pass Investment Management, LLC | 17,567 | $278.2 萬 | 1.73% | +17,567 | 新進 |
| Front Street Capital Management, Inc. | 17,565 | $278.1 萬 | 0.51% | +55+0.3% | 加碼 |
| Everett Harris & Co | 17,509 | $277.3 萬 | 0.04% | −480−2.7% | 減碼 |
| Vivaldi Capital Management, LLC | 17,512 | $277.3 萬 | 0.64% | −295−1.7% | 減碼 |
| Dividend Assets Capital, LLC | 17,499 | $277.1 萬 | 0.51% | +9,004+106.0% | 加碼 |
| Inscription Capital, LLC | 17,484 | $276.9 萬 | 0.76% | +968+5.9% | 加碼 |
| Edgewood Management LLC | 17,464 | $276.5 萬 | 0.00% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 17,450 | $276.3 萬 | 0.57% | +161+0.9% | 加碼 |
| Fosun International Ltd | 17,410 | $276.0 萬 | 0.16% | +13,450+339.6% | 加碼 |
| Summit Trail Advisors, LLC | 17,423 | $275.9 萬 | 0.18% | +2,823+19.3% | 加碼 |
| Zions Bancorporation, N.A. | 17,411 | $275.7 萬 | 0.24% | +558+3.3% | 加碼 |
| O'Rourke & Company, Inc | 17,385 | $275.3 萬 | 1.84% | +17,385 | 新進 |
| Quantinno Capital Management LP | 17,303 | $274.0 萬 | 0.50% | +17,303 | 新進 |
| Investment Advisory Services Inc | 17,278 | $273.6 萬 | 1.49% | −531−3.0% | 減碼 |
| Cambria Investment Management, L.P. | 17,280 | $273.6 萬 | 0.46% | +1,760+11.3% | 加碼 |
| Pacific Asset Management LLC | 17,264 | $273.3 萬 | 1.95% | +17,264 | 新進 |
| A. D. Beadell Investment Counsel, Inc. | 17,255 | $273.2 萬 | 1.71% | −700−3.9% | 減碼 |
| Blodgett Wealth Advisors, LLC | 17,235 | $272.9 萬 | 2.14% | +17,235 | 新進 |