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 |
|---|---|---|---|---|---|
| Red Cedar Investment Management, LLC | 17,211 | $272.5 萬 | 0.33% | 00.0% | 不變 |
| Ethic Inc. | 17,168 | $271.9 萬 | 0.21% | +1,106+6.9% | 加碼 |
| Spreng Capital Management, Inc. | 17,164 | $271.8 萬 | 1.57% | −501−2.8% | 減碼 |
| Benedict Financial Advisors Inc | 17,155 | $271.6 萬 | 0.71% | +56+0.3% | 加碼 |
| Emfo, LLC | 17,120 | $271.1 萬 | 2.39% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 17,100 | $270.8 萬 | 0.20% | −227−1.3% | 減碼 |
| WealthTrust Asset Management, LLC | 17,086 | $270.6 萬 | 1.80% | +414+2.5% | 加碼 |
| George Kaiser Family Foundation | 16,957 | $268.5 萬 | 0.39% | 00.0% | 不變 |
| Pinnacle Private Wealth, LLC | 16,935 | $268.2 萬 | 0.84% | +16,935 | 新進 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 16,902 | $267.6 萬 | 0.91% | +1,571+10.2% | 加碼 |
| Optimum Investment Advisors | 16,875 | $267.2 萬 | 1.04% | +103+0.6% | 加碼 |
| Twin Lakes Capital Management, LLC | 16,808 | $266.2 萬 | 1.42% | +45+0.3% | 加碼 |
| Aries Wealth Management | 16,795 | $265.9 萬 | 1.01% | −161−0.9% | 減碼 |
| WESPAC Advisors, LLC | 16,773 | $265.6 萬 | 1.78% | −2,629−13.6% | 減碼 |
| Magnolia Capital Advisors LLC | 16,656 | $263.8 萬 | 0.77% | −1,235−6.9% | 減碼 |
| Guardian Investment Management | 16,659 | $263.7 萬 | 1.83% | 00.0% | 不變 |
| Warther Private Wealth, LLC | 16,266 | $263.0 萬 | 1.95% | +1,256+8.4% | 加碼 |
| Financial Architects, Inc | 16,573 | $262.4 萬 | 0.35% | +265+1.6% | 加碼 |
| Rational Advisors LLC | 16,547 | $262.0 萬 | 0.16% | +3,769+29.5% | 加碼 |
| Compass Financial Advisors LLC | 16,547 | $262.0 萬 | 2.89% | +16,547 | 新進 |
| Fulcrum Asset Management LLP | – | $261.6 萬 | 1.28% | – | – |
| Manchester Capital Management LLC | 16,494 | $261.2 萬 | 0.34% | −7,185−30.3% | 減碼 |
| Institute for Wealth Management, LLC. | 16,430 | $260.2 萬 | 0.42% | −41−0.2% | 減碼 |
| Krilogy Financial LLC | 16,417 | $260.0 萬 | 0.26% | −62−0.4% | 減碼 |
| Field & Main Bank | 16,406 | $259.8 萬 | 1.50% | +90+0.6% | 加碼 |
| Providence Wealth Advisors, LLC | 15,502 | $259.6 萬 | 1.63% | −50−0.3% | 減碼 |
| Rollins Financial | 16,362 | $259.1 萬 | 0.75% | +16,362 | 新進 |
| Ritter Daniher Financial Advisory, LLC | 16,333 | $258.6 萬 | 1.72% | +436+2.7% | 加碼 |
| Fiera Capital Corp | 16,262 | $257.5 萬 | 0.01% | −4,299−20.9% | 減碼 |
| Greytown Advisors Inc. | 16,257 | $257.4 萬 | 1.09% | +159+1.0% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 16,251 | $257.3 萬 | 0.01% | −2,400−12.9% | 減碼 |
| Orleans Capital Management Corp | 16,223 | $256.9 萬 | 1.46% | +199+1.2% | 加碼 |
| Coastal Investment Advisors, Inc. | 16,226 | $256.9 萬 | 0.57% | +571+3.6% | 加碼 |
| Game Plan Financial Advisors, LLC | 16,219 | $256.8 萬 | 1.37% | +500+3.2% | 加碼 |
| RKL Wealth Management LLC | 16,160 | $255.9 萬 | 0.30% | +19+0.1% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 16,128 | $255.4 萬 | 1.28% | +16,128 | 新進 |
| Alta Capital Management LLC | 16,127 | $255.3 萬 | 0.13% | +866+5.7% | 加碼 |
| Cornerstone Wealth Management, LLC | 16,047 | $255.1 萬 | 0.24% | +940+6.2% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 16,113 | $255.1 萬 | 0.20% | +16,017+16,684.4% | 加碼 |
| Resurgent Financial Advisors LLC | 16,107 | $255.1 萬 | 2.10% | +16,107 | 新進 |
| Covenant Asset Management, LLC | 16,105 | $255.0 萬 | 0.69% | +125+0.8% | 加碼 |
| Jmac Enterprises LLC | 16,377 | $255.0 萬 | 0.60% | +16,377 | 新進 |
| RSM US Wealth Management LLC | 16,065 | $254.4 萬 | 0.12% | +2,301+16.7% | 加碼 |
| WBH Advisory Inc | 16,027 | $253.8 萬 | 0.29% | +69+0.4% | 加碼 |
| Zullo Investment Group, Inc. | 15,965 | $252.8 萬 | 1.30% | +15,965 | 新進 |
| O'Shares Investment Advisers, LLC | 15,957 | $252.7 萬 | 0.18% | +1,155+7.8% | 加碼 |
| Cedar Brook Financial Partners, LLC | 15,918 | $252.1 萬 | 0.65% | +133+0.8% | 加碼 |
| Sterling Investment Management, Inc. | 15,907 | $251.9 萬 | 1.57% | −170−1.1% | 減碼 |
| Aigen Investment Management, LP | 15,772 | $251.9 萬 | 0.15% | +15,772 | 新進 |
| GFS Advisors, LLC | 15,871 | $251.3 萬 | 0.41% | +1,145+7.8% | 加碼 |
| Altman Advisors, Inc. | 17,313 | $251.2 萬 | 1.53% | +9,663+126.3% | 加碼 |
| Davidson Trust Co | 15,857 | $251.1 萬 | 1.72% | −180−1.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 15,846 | $251.0 萬 | 0.02% | −26,288−62.4% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 15,834 | $250.7 萬 | 0.01% | −36−0.2% | 減碼 |
| Aberdeen Wealth Management LLC | 15,794 | $250.1 萬 | 1.63% | −510−3.1% | 減碼 |
| Sugarloaf Wealth Management, LLC | 15,787 | $250.0 萬 | 0.59% | +952+6.4% | 加碼 |
| Ironwood Financial, llc | 15,781 | $249.9 萬 | 0.68% | −12−0.1% | 減碼 |
| Oak Asset Management, LLC | 15,761 | $249.6 萬 | 0.95% | +225+1.4% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 15,731 | $249.1 萬 | 1.85% | +334+2.2% | 加碼 |
| Birmingham Capital Management Co Inc | 15,720 | $248.9 萬 | 0.90% | −125−0.8% | 減碼 |
| StrongBox Wealth, LLC | 15,721 | $248.9 萬 | 1.24% | +1,585+11.2% | 加碼 |
| Bull Street Advisors, LLC | 15,696 | $248.5 萬 | 1.18% | −257−1.6% | 減碼 |
| BCGM Wealth Management, LLC | 15,693 | $248.5 萬 | 1.34% | +392+2.6% | 加碼 |
| AIA Group Ltd | 15,665 | $248.1 萬 | 0.12% | +3,946+33.7% | 加碼 |
| Moseley Investment Management Inc | 15,655 | $247.9 萬 | 1.13% | −158−1.0% | 減碼 |
| Matrix Private Capital Group LLC | 15,656 | $247.9 萬 | 1.17% | +249+1.6% | 加碼 |
| Delta Asset Management LLC | 15,651 | $247.8 萬 | 0.22% | −50−0.3% | 減碼 |
| Blue Edge Capital, LLC | 15,630 | $247.5 萬 | 0.48% | −372−2.3% | 減碼 |
| Golden State Wealth Management, LLC | 15,604 | $247.1 萬 | 0.43% | +1,840+13.4% | 加碼 |
| LS Investment Advisors, LLC | 15,597 | $247.0 萬 | 0.37% | −4,252−21.4% | 減碼 |
| High Pointe Capital Management LLC | 15,581 | $246.7 萬 | 1.65% | +1,807+13.1% | 加碼 |
| Brown Advisory Securities, LLC | 15,562 | $246.3 萬 | 1.05% | −20,969−57.4% | 減碼 |
| Paradigm Capital Management, LLC | 15,514 | $245.7 萬 | 2.44% | +15,514 | 新進 |
| Westwood Wealth Management | 15,492 | $245.3 萬 | 1.52% | +15,492 | 新進 |
| Keystone Financial Group | 15,475 | $245.0 萬 | 0.40% | −2,656−14.6% | 減碼 |
| Fortem Financial Group, LLC | 15,390 | $243.7 萬 | 1.11% | +143+0.9% | 加碼 |
| Boit C F David | 15,329 | $242.7 萬 | 1.54% | 00.0% | 不變 |
| Laird Norton Trust Company, LLC | 15,331 | $242.7 萬 | 0.23% | +2,292+17.6% | 加碼 |
| KCS Wealth Advisory | 15,301 | $242.3 萬 | 0.97% | −323−2.1% | 減碼 |
| Qtron Investments LLC | 15,304 | $242.3 萬 | 0.55% | 00.0% | 不變 |
| First City Capital Management, Inc. | 15,865 | $242.0 萬 | 1.36% | +347+2.2% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 15,277 | $241.9 萬 | 0.83% | +15,277 | 新進 |
| MSH Capital Advisors LLC | 15,271 | $241.8 萬 | 1.08% | +15,271 | 新進 |
| HWG Holdings LP | 15,262 | $241.7 萬 | 1.14% | +15,262 | 新進 |
| Gryphon Financial Partners LLC | 15,240 | $241.4 萬 | 0.48% | +1,935+14.5% | 加碼 |
| Titleist Asset Management, Ltd. | 15,212 | $240.9 萬 | 0.48% | +15,212 | 新進 |
| Pantheon Investment Group, LLC | 15,153 | $240.5 萬 | 1.89% | +51+0.3% | 加碼 |
| Continental Advisors LLC | 15,135 | $239.7 萬 | 1.89% | −1,500−9.0% | 減碼 |
| Intrua Financial, LLC | 15,112 | $239.3 萬 | 0.42% | −1,210−7.4% | 減碼 |
| Mission Creek Capital Partners, Inc. | 15,103 | $239.2 萬 | 0.48% | +982+7.0% | 加碼 |
| Windsor Group LTD | 14,253 | $239.2 萬 | 0.44% | +429+3.1% | 加碼 |
| Brendel Financial Advisors LLC | 15,066 | $238.6 萬 | 1.24% | +79+0.5% | 加碼 |
| Notis-McConarty Edward | 15,034 | $238.1 萬 | 0.79% | −20−0.1% | 減碼 |
| Mastrapasqua Asset Management Inc | 15,035 | $238.1 萬 | 0.23% | +2,010+15.4% | 加碼 |
| Wealth Alliance | 15,025 | $237.9 萬 | 0.48% | −55−0.4% | 減碼 |
| Tranquility Partners, LLC | 14,959 | $236.9 萬 | 1.10% | −767−4.9% | 減碼 |
| Midwest Wealth Management Inc. | 14,961 | $236.9 萬 | 1.48% | +626+4.4% | 加碼 |
| Washington Capital Management Inc | 14,955 | $236.8 萬 | 1.92% | −1,495−9.1% | 減碼 |
| Weik Capital Management | 14,945 | $236.7 萬 | 0.90% | −15−0.1% | 減碼 |
| LCNB Corp | 14,920 | $236.3 萬 | 1.08% | +795+5.6% | 加碼 |