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 |
|---|---|---|---|---|---|
| Berkshire Asset Management LLC | 432,233 | $6,844 萬 | 4.17% | −5,304−1.2% | 減碼 |
| Barrett Asset Management, LLC | 427,273 | $6,766 萬 | 2.55% | +38,226+9.8% | 加碼 |
| Corvex Management LP | 426,398 | $6,752 萬 | 3.23% | +3,400+0.8% | 加碼 |
| GWM Advisors LLC | 425,153 | $6,732 萬 | 1.02% | +77,080+22.1% | 加碼 |
| Bowen Hanes & Co Inc | 424,721 | $6,726 萬 | 1.90% | −13,355−3.0% | 減碼 |
| MUFG Securities EMEA plc | 423,624 | $6,708 萬 | 1.40% | −471,891−52.7% | 減碼 |
| SEI Investments Co | 423,502 | $6,704 萬 | 0.13% | −116,549−21.6% | 減碼 |
| Phoenix Holdings Ltd. | 421,610 | $6,677 萬 | 1.13% | −247,388−37.0% | 減碼 |
| Prio Wealth Limited Partnership | 419,012 | $6,635 萬 | 2.04% | −3,333−0.8% | 減碼 |
| Cerity Partners LLC | 429,283 | $6,635 萬 | 1.01% | +38,184+9.8% | 加碼 |
| Gamco Investors, Inc. Et Al | 417,737 | $6,615 萬 | 0.57% | −12,896−3.0% | 減碼 |
| Commerzbank Aktiengesellschaft | 417,504 | $6,611 萬 | 3.75% | +23,792+6.0% | 加碼 |
| PGGM Investments | 416,741 | $6,599 萬 | 0.33% | −121,121−22.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 415,680 | $6,582 萬 | 1.37% | +12,376+3.1% | 加碼 |
| Avalon Investment & Advisory | 414,326 | $6,561 萬 | 1.62% | −65,455−13.6% | 減碼 |
| Westpac Banking Corp | 412,784 | $6,536 萬 | 0.68% | −4,826−1.2% | 減碼 |
| Mutual of America Capital Management LLC | 409,194 | $6,480 萬 | 0.66% | −3,048−0.7% | 減碼 |
| Alberta Investment Management Corp | 408,983 | $6,476 萬 | 0.40% | +97,560+31.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 407,729 | $6,456 萬 | 0.98% | +28,758+7.6% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 407,400 | $6,451 萬 | 0.14% | −1,669,520−80.4% | 減碼 |
| Citadel Advisors LLC | 406,336 | $6,434 萬 | 0.07% | −388,507−48.9% | 減碼 |
| Seizert Capital Partners, LLC | 406,315 | $6,434 萬 | 2.88% | −33,267−7.6% | 減碼 |
| Texas Permanent School Fund | 405,811 | $6,426 萬 | 0.79% | −55,806−12.1% | 減碼 |
| Miller Value Partners, LLC | 405,209 | $6,416 萬 | 2.27% | −46,754−10.3% | 減碼 |
| Cooke & Bieler LP | 404,024 | $6,398 萬 | 0.55% | −19,015−4.5% | 減碼 |
| Becker Capital Management Inc | 403,402 | $6,388 萬 | 2.53% | −19,604−4.6% | 減碼 |
| Pinnacle Associates Ltd | 403,347 | $6,387 萬 | 1.10% | −3,765−0.9% | 減碼 |
| Country Trust Bank | 401,177 | $6,353 萬 | 1.72% | +9,140+2.3% | 加碼 |
| Guidance Point Advisors, LLC | 400,443 | $6,341 萬 | 22.98% | −1010.0% | 減碼 |
| Bokf, NA | 397,833 | $6,300 萬 | 0.97% | +16,331+4.3% | 加碼 |
| IFM Investors Pty Ltd | 397,050 | $6,287 萬 | 1.15% | −7,046−1.7% | 減碼 |
| Cambridge Trust Co | 396,170 | $6,273 萬 | 2.02% | +5,016+1.3% | 加碼 |
| Pinnacle Financial Partners Inc | 390,252 | $6,180 萬 | 1.93% | +18,567+5.0% | 加碼 |
| Kestra Advisory Services, LLC | 386,696 | $6,123 萬 | 0.62% | −1,541−0.4% | 減碼 |
| Nicholas Company, Inc. | 382,605 | $6,059 萬 | 0.99% | −500.0% | 減碼 |
| Investment Management Corp of Ontario | 380,000 | $6,017 萬 | 2.79% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 379,189 | $6,005 萬 | 0.78% | −29,411−7.2% | 減碼 |
| D.A. Davidson & Co. | 377,857 | $5,984 萬 | 0.64% | −2,241−0.6% | 減碼 |
| Davis R M Inc | 375,262 | $5,942 萬 | 1.32% | +11,892+3.3% | 加碼 |
| People's United Financial, Inc. | 374,479 | $5,930 萬 | 1.42% | −39,424−9.5% | 減碼 |
| Banco Santander, S.A. | 374,116 | $5,924 萬 | 0.32% | +34,794+10.3% | 加碼 |
| Associated Banc-Corp | 373,411 | $5,913 萬 | 2.17% | −3,521−0.9% | 減碼 |
| Waters Parkerson & Co., LLC | 371,938 | $5,890 萬 | 3.11% | −826−0.2% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 370,938 | $5,874 萬 | 0.62% | −3,528−0.9% | 減碼 |
| MAI Capital Management | 365,794 | $5,792 萬 | 0.94% | +13,558+3.8% | 加碼 |
| Fullerton Fund Management Co Ltd. | 365,389 | $5,786 萬 | 2.90% | +365,389 | 新進 |
| Washington Trust Co | 365,319 | $5,785 萬 | 2.17% | −41,349−10.2% | 減碼 |
| RMB Capital Management, LLC | 364,270 | $5,768 萬 | 1.74% | −1,485−0.4% | 減碼 |
| Synovus Financial Corp | 363,761 | $5,765 萬 | 0.57% | +4,686+1.3% | 加碼 |
| Brandes Investment Partners, LP | 357,833 | $5,666 萬 | 1.24% | +2,956+0.8% | 加碼 |
| InterOcean Capital Group, LLC | 356,271 | $5,642 萬 | 2.47% | +14,014+4.1% | 加碼 |
| Vaughan David Investments LLC | 353,597 | $5,599 萬 | 1.64% | −270−0.1% | 減碼 |
| TCTC Holdings, LLC | 353,534 | $5,598 萬 | 2.39% | −699−0.2% | 減碼 |
| Henshaw Capital LLC | 347,780 | $5,507 萬 | 3.08% | +548+0.2% | 加碼 |
| Colony Group LLC | 346,523 | $5,487 萬 | 0.96% | −55,020−13.7% | 減碼 |
| Todd Asset Management LLC | 345,664 | $5,474 萬 | 1.18% | −16,996−4.7% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 344,390 | $5,453 萬 | 0.83% | 00.0% | 不變 |
| Private Advisor Group, LLC | 340,415 | $5,390 萬 | 0.40% | −94,335−21.7% | 減碼 |
| Virginia Retirement Systems Et Al | 340,358 | $5,390 萬 | 0.50% | +1000.0% | 加碼 |
| Global Frontier Investments LLC | 339,000 | $5,368 萬 | 20.27% | +94,000+38.4% | 加碼 |
| Foundry Partners, LLC | 338,699 | $5,363 萬 | 1.90% | +300+0.1% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 337,094 | $5,333 萬 | 1.80% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 334,909 | $5,303 萬 | 0.93% | +6,221+1.9% | 加碼 |
| Principle Wealth Partners LLC | 334,689 | $5,300 萬 | 5.56% | +910.0% | 加碼 |
| Metropolitan Life Insurance Co | 334,638 | $5,299 萬 | 0.72% | −16,502−4.7% | 減碼 |
| Cambiar Investors LLC | 332,976 | $5,273 萬 | 1.81% | −5,661−1.7% | 減碼 |
| Conning Inc. | 330,622 | $5,232 萬 | 1.39% | −16,334−4.7% | 減碼 |
| Eastern Bank | 328,593 | $5,203 萬 | 2.27% | +1,241+0.4% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 328,288 | $5,198 萬 | 3.54% | +1,171+0.4% | 加碼 |
| Osterweis Capital Management Inc | 328,211 | $5,197 萬 | 2.60% | +2,295+0.7% | 加碼 |
| Advisors Asset Management, Inc. | 328,023 | $5,194 萬 | 0.74% | −36,065−9.9% | 減碼 |
| Westwood Holdings Group Inc. | 327,513 | $5,186 萬 | 0.47% | −4,810−1.4% | 減碼 |
| Palladium Partners LLC | 323,193 | $5,118 萬 | 2.09% | +4,045+1.3% | 加碼 |
| Qube Research & Technologies Ltd | 322,724 | $5,110 萬 | 0.39% | +320,360+13,551.6% | 加碼 |
| Fiduciary Trust Co | 321,799 | $5,096 萬 | 0.84% | +995+0.3% | 加碼 |
| Locust Wood Capital Advisers, LLC | 320,636 | $5,077 萬 | 2.86% | +4,502+1.4% | 加碼 |
| Madison Asset Management, LLC | 320,621 | $5,077 萬 | 0.67% | +3,737+1.2% | 加碼 |
| Raymond James Trust N.A. | 315,660 | $4,999 萬 | 1.49% | −5,247−1.6% | 減碼 |
| Private Management Group Inc | 314,541 | $4,981 萬 | 2.00% | −5,362−1.7% | 減碼 |
| Wesbanco Bank Inc | 314,276 | $4,977 萬 | 1.79% | −2,605−0.8% | 減碼 |
| Hartford Investment Management Co | 312,994 | $4,956 萬 | 1.14% | +20,871+7.1% | 加碼 |
| Impax Asset Management Group plc | 312,166 | $4,943 萬 | 0.18% | +8,007+2.6% | 加碼 |
| Jupiter Asset Management Ltd | 308,132 | $4,882 萬 | 0.54% | −92,835−23.2% | 減碼 |
| Parsec Financial Management, Inc. | 306,923 | $4,860 萬 | 2.01% | −3,163−1.0% | 減碼 |
| Carnegie Capital Asset Management, LLC | 305,908 | $4,844 萬 | 1.60% | −5,178−1.7% | 減碼 |
| Donaldson Capital Management, LLC | 305,115 | $4,832 萬 | 2.12% | +5,823+1.9% | 加碼 |
| Ancora Advisors, LLC | 303,182 | $4,801 萬 | 1.14% | +3,995+1.3% | 加碼 |
| Glenview Trust Co | 302,090 | $4,784 萬 | 1.58% | +2,267+0.8% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 301,839 | $4,780 萬 | 1.55% | +7,583+2.6% | 加碼 |
| Smith Group Asset Management, LLC | 301,617 | $4,779 萬 | 2.20% | −6,069−2.0% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 300,099 | $4,752 萬 | 1.85% | +1,444+0.5% | 加碼 |
| Natixis | 301,741 | $4,750 萬 | 0.16% | −427,107−58.6% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 297,160 | $4,705 萬 | 2.22% | −12,630−4.1% | 減碼 |
| Erste Asset Management GmbH | 295,094 | $4,679 萬 | 0.84% | +5,608+1.9% | 加碼 |
| Unigestion Holding SA | 294,528 | $4,663 萬 | 1.90% | +292,616+15,304.2% | 加碼 |
| Bridges Investment Management Inc | 294,284 | $4,660 萬 | 1.36% | +4,768+1.6% | 加碼 |
| Stephens Inc | 293,901 | $4,654 萬 | 0.70% | −5,947−2.0% | 減碼 |
| Payden & Rygel | 290,656 | $4,603 萬 | 2.13% | +1,600+0.6% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 290,590 | $4,602 萬 | 0.59% | −19,027−6.1% | 減碼 |
| Roffman Miller Associates Inc | 289,268 | $4,581 萬 | 3.10% | −2,480−0.9% | 減碼 |