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 5,157 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
- 3,594
- 較 2021 年第 3 季 +409 家
- 持有股數
- 20.9 億
- 較 2021 年第 3 季 +28.1 萬 (0.0%)
- 總市值
- $3,301 億
- 較 2021 年第 3 季 −$114.0 億 (−3.3%)
- 新進機構
- 497
- 另有 1,592 家加碼
- 清倉機構
- 88
- 另有 1,167 家減碼
另有 54 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| Personal Capital Advisors Corp | 918,828 | $1.46 億 | 0.67% | +19,302+2.1% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 919,358 | $1.46 億 | 0.75% | −81,848−8.2% | 減碼 |
| Douglas Lane & Associates, LLC | 917,525 | $1.45 億 | 1.93% | −3,692−0.4% | 減碼 |
| Federated Hermes, Inc. | 916,682 | $1.45 億 | 0.27% | −10,370−1.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 882,037 | $1.40 億 | 0.33% | −1,878,479−68.0% | 減碼 |
| M&G Investment Management Ltd | 881,906 | $1.39 億 | 1.01% | −409,155−31.7% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 868,520 | $1.38 億 | 2.96% | +49,774+6.1% | 加碼 |
| ACR Alpine Capital Research, LLC | 859,307 | $1.36 億 | 7.31% | −20,068−2.3% | 減碼 |
| American International Group, Inc. | 854,869 | $1.35 億 | 0.68% | −4,181−0.5% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 840,233 | $1.33 億 | 1.28% | −48,329−5.4% | 減碼 |
| Compagnie Lombard Odier SCmA | 819,088 | $1.30 億 | 2.57% | +44,722+5.8% | 加碼 |
| Arizona State Retirement System | 818,396 | $1.30 億 | 0.99% | −25,755−3.1% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 805,546 | $1.28 億 | 1.12% | −65,100−7.5% | 減碼 |
| Zacks Investment Management | 803,253 | $1.27 億 | 1.79% | +14,738+1.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 800,216 | $1.27 億 | 0.61% | +52,948+7.1% | 加碼 |
| Douglass Winthrop Advisors, LLC | 797,837 | $1.26 億 | 2.83% | −16,604−2.0% | 減碼 |
| Amalgamated Bank | 794,623 | $1.26 億 | 0.93% | −13,040−1.6% | 減碼 |
| Rathbone Brothers plc | 790,283 | $1.25 億 | 1.22% | +69,764+9.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 775,099 | $1.23 億 | 0.20% | +30,599+4.1% | 加碼 |
| Argent Capital Management LLC | 767,559 | $1.22 億 | 3.51% | −4,066−0.5% | 減碼 |
| Pinebridge Investments, L.P. | 765,239 | $1.21 億 | 1.24% | +4,446+0.6% | 加碼 |
| Gofen & Glossberg LLC | 753,357 | $1.19 億 | 2.57% | −6,736−0.9% | 減碼 |
| USS Investment Management Ltd | 753,124 | $1.19 億 | 0.95% | 00.0% | 不變 |
| NFJ Investment Group, LLC | 749,261 | $1.19 億 | 2.16% | +7,227+1.0% | 加碼 |
| State of Michigan Retirement System | 744,043 | $1.18 億 | 0.62% | −6,300−0.8% | 減碼 |
| James Hambro & Partners | 725,192 | $1.15 億 | 7.79% | +26,749+3.8% | 加碼 |
| United Capital Financial Advisers, LLC | 723,324 | $1.15 億 | 0.53% | −1,597−0.2% | 減碼 |
| Quilter Plc | 706,891 | $1.14 億 | 2.98% | +77,096+12.2% | 加碼 |
| Sculptor Capital LP | 716,892 | $1.14 億 | 1.03% | −561,869−43.9% | 減碼 |
| LGT Group Foundation | 716,107 | $1.13 億 | 2.92% | +716,107 | 新進 |
| Welch & Forbes LLC | 715,397 | $1.13 億 | 1.70% | +6,247+0.9% | 加碼 |
| Fort Washington Investment Advisors Inc | 700,087 | $1.11 億 | 0.67% | −85,576−10.9% | 減碼 |
| Segall Bryant & Hamill, LLC | 685,148 | $1.09 億 | 1.00% | −17,247−2.5% | 減碼 |
| DnB Asset Management AS | 685,670 | $1.09 億 | 0.64% | −371,328−35.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 683,902 | $1.08 億 | 0.23% | +106,547+18.5% | 加碼 |
| Meitav Dash Investments Ltd | 680,303 | $1.08 億 | 1.76% | −24,760−3.5% | 減碼 |
| Bartlett & Co. LLC | 679,564 | $1.08 億 | 1.82% | +2,888+0.4% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 679,564 | $1.08 億 | 1.82% | +2,888+0.4% | 加碼 |
| CCLA Investment Management Ltd | 676,867 | $1.07 億 | 1.76% | −41,672−5.8% | 減碼 |
| Forsta Ap-Fonden | 671,500 | $1.06 億 | 1.07% | +23,600+3.6% | 加碼 |
| MUFG Americas Holdings Corp | 670,003 | $1.06 億 | 1.99% | +9,731+1.5% | 加碼 |
| AXA S.A. | 666,892 | $1.06 億 | 0.27% | −42,035−5.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 662,574 | $1.05 億 | 1.39% | −6,165−0.9% | 減碼 |
| CIBC Asset Management Inc | 660,692 | $1.05 億 | 0.38% | −11,230−1.7% | 減碼 |
| MetLife Investment Management | 652,943 | $1.03 億 | 0.85% | −21,965−3.3% | 減碼 |
| Comerica Bank | 689,690 | $1.01 億 | 0.74% | −14,484−2.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 637,683 | $1.01 億 | 1.00% | +33,351+5.5% | 加碼 |
| Williams Jones Wealth Management, LLC. | 613,965 | $9,722 萬 | 1.21% | +21,102+3.6% | 加碼 |
| Clark Capital Management Group, Inc. | 610,800 | $9,672 萬 | 1.19% | −12,594−2.0% | 減碼 |
| Whittier Trust Co | 608,633 | $9,638 萬 | 1.57% | +8,469+1.4% | 加碼 |
| Lazard Asset Management LLC | 607,080 | $9,613 萬 | 0.10% | −3,316,110−84.5% | 減碼 |
| Handelsbanken Fonder AB | 606,269 | $9,600 萬 | 0.47% | −55,178−8.3% | 減碼 |
| TCW Group Inc | 595,230 | $9,425 萬 | 0.78% | +16,884+2.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 594,634 | $9,416 萬 | 0.42% | +29,618+5.2% | 加碼 |
| Capitolis Advisors LLC | 585,754 | $9,275 萬 | 0.55% | −110,223−15.8% | 減碼 |
| Wilkinson Global Asset Management LLC | 578,155 | $9,155 萬 | 5.07% | +4,779+0.8% | 加碼 |
| Peapack Gladstone Financial Corp | 576,313 | $9,126 萬 | 1.72% | +2,409+0.4% | 加碼 |
| Creative Planning | 576,289 | $9,126 萬 | 0.15% | +533+0.1% | 加碼 |
| Edmond de Rothschild Holding S.A. | 575,983 | $9,121 萬 | 1.97% | +127,743+28.5% | 加碼 |
| Employees Retirement System of Texas | 575,258 | $9,109 萬 | 1.02% | −50,000−8.0% | 減碼 |
| Tiaa, FSB | 576,561 | $9,095 萬 | 0.30% | −48,885−7.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 573,798 | $9,086 萬 | 0.81% | −31,891−5.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 570,727 | $9,038 萬 | 0.99% | −75,472−11.7% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 570,065 | $9,027 萬 | 1.71% | −220,617−27.9% | 減碼 |
| Wafra Inc. | 565,387 | $8,953 萬 | 2.83% | +50,881+9.9% | 加碼 |
| Evercore Wealth Management, LLC | 541,916 | $8,581 萬 | 1.40% | +9,388+1.8% | 加碼 |
| HM Payson & Co | 537,032 | $8,504 萬 | 1.85% | −4,548−0.8% | 減碼 |
| Utah Retirement Systems | 533,769 | $8,452 萬 | 1.04% | −3,800−0.7% | 減碼 |
| Beck Mack & Oliver LLC | 533,377 | $8,446 萬 | 2.01% | −8,535−1.6% | 減碼 |
| MML Investors Services, LLC | 533,331 | $8,445 萬 | 0.61% | +45,336+9.3% | 加碼 |
| Factory Mutual Insurance Co | 594,050 | $8,383 萬 | 1.21% | −229,292−27.8% | 減碼 |
| British Columbia Investment Management Corp | 525,515 | $8,322 萬 | 0.47% | −34,447−6.2% | 減碼 |
| Dodge & Cox | 524,836 | $8,311 萬 | 0.05% | −29,605−5.3% | 減碼 |
| Crawford Investment Counsel Inc | 524,430 | $8,304 萬 | 1.58% | −3,527−0.7% | 減碼 |
| Manning & Napier Group, LLC | 518,739 | $8,214 萬 | 0.69% | −16,558−3.1% | 減碼 |
| ADAMCAPITAL Gestao de Recursos Ltda. | 517,398 | $8,193 萬 | 18.04% | −387,118−42.8% | 減碼 |
| Umb Bank N A | 511,524 | $8,100 萬 | 1.02% | +72,004+16.4% | 加碼 |
| Yousif Capital Management, LLC | 500,119 | $7,919 萬 | 0.82% | +500,119 | 新進 |
| Kovitz Investment Group Partners, LLC | 604,359 | $7,913 萬 | 1.87% | +9,641+1.6% | 加碼 |
| Park National Corp | 498,977 | $7,901 萬 | 3.08% | −14,051−2.7% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 497,734 | $7,882 萬 | 0.38% | +53,199+12.0% | 加碼 |
| RNC Capital Management LLC | 494,646 | $7,833 萬 | 3.88% | +2080.0% | 加碼 |
| Gabelli Funds LLC | 494,117 | $7,824 萬 | 0.49% | −2,500−0.5% | 減碼 |
| Basswood Capital Management, L.L.C. | 491,000 | $7,775 萬 | 3.57% | 00.0% | 不變 |
| Boston Private Wealth LLC | 489,855 | $7,757 萬 | 1.27% | −5,001−1.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 485,452 | $7,687 萬 | 1.09% | −108,077−18.2% | 減碼 |
| Focused Investors LLC | 479,800 | $7,598 萬 | 2.32% | −162,700−25.3% | 減碼 |
| Cullen/Frost Bankers, Inc. | 477,801 | $7,566 萬 | 1.44% | −12,481−2.5% | 減碼 |
| E. Ohman J:or Asset Management AB | 474,985 | $7,521 萬 | 2.17% | +34,500+7.8% | 加碼 |
| Tredje AP-fonden | 472,014 | $7,474 萬 | 1.45% | −36,894−7.2% | 減碼 |
| Stonegate Investment Group, LLC | 470,916 | $7,457 萬 | 3.13% | +470,916 | 新進 |
| Ferguson Wellman Capital Management, Inc | 469,662 | $7,437 萬 | 2.17% | +11,678+2.5% | 加碼 |
| EP Wealth Advisors, LLC | 466,238 | $7,383 萬 | 1.75% | +10,400+2.3% | 加碼 |
| State of Alaska, Department of Revenue | 461,014 | $7,300 萬 | 0.70% | −35,050−7.1% | 減碼 |
| Staley Capital Advisers Inc | 460,058 | $7,285 萬 | 3.48% | −6,485−1.4% | 減碼 |
| Cornerstone Investment Partners, LLC | 449,436 | $7,117 萬 | 3.95% | −24,543−5.2% | 減碼 |
| Captrust Financial Advisors | 443,564 | $7,024 萬 | 0.48% | +29,952+7.2% | 加碼 |
| Mackay Shields LLC | 441,494 | $6,991 萬 | 0.58% | −14,984−3.3% | 減碼 |
| Polaris Capital Management, LLC | 438,751 | $6,948 萬 | 2.24% | −19,800−4.3% | 減碼 |
| Financial Counselors Inc | 434,563 | $6,881 萬 | 1.41% | −29,565−6.4% | 減碼 |