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
- 3,595
- 較 2021 年第 3 季 +410 家
- 持有股數
- 20.9 億
- 較 2021 年第 3 季 +28.2 萬 (0.0%)
- 總市值
- $3,301 億
- 較 2021 年第 3 季 −$113.9 億 (−3.3%)
- 新進機構
- 498
- 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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 287,881 | $4,559 萬 | 3.19% | +14,422+5.3% | 加碼 |
| Daiwa Securities Group Inc. | 287,371 | $4,551 萬 | 0.27% | +41,765+17.0% | 加碼 |
| Capital Advisors Inc | 286,818 | $4,542 萬 | 1.22% | +8,482+3.0% | 加碼 |
| Moody Lynn & Lieberson, LLC | 285,014 | $4,513 萬 | 3.03% | +1,724+0.6% | 加碼 |
| Massmutual Trust Co FSB | 284,996 | $4,513 萬 | 1.68% | +8,096+2.9% | 加碼 |
| Advisors Capital Management, LLC | 279,809 | $4,431 萬 | 1.20% | +14,345+5.4% | 加碼 |
| South Dakota Investment Council | 277,999 | $4,402 萬 | 0.74% | −12,810−4.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 276,400 | $4,377 萬 | 0.28% | −21,834−7.3% | 減碼 |
| Industrial Alliance Investment Management Inc. | 274,823 | $4,352 萬 | 1.00% | +274,823 | 新進 |
| ZWJ Investment Counsel Inc | 274,592 | $4,348 萬 | 2.23% | −2,270−0.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 274,095 | $4,344 萬 | 0.56% | +274,095 | 新進 |
| WestEnd Advisors, LLC | 273,365 | $4,329 萬 | 1.18% | – | – |
| Whittier Trust Co of Nevada Inc | 272,709 | $4,318 萬 | 1.58% | +7,872+3.0% | 加碼 |
| Vantage Investment Partners, LLC | 269,758 | $4,272 萬 | 2.18% | +8,568+3.3% | 加碼 |
| Bryn Mawr Trust Co | 268,860 | $4,257 萬 | 1.53% | −7,584−2.7% | 減碼 |
| First National Bank of Omaha | 268,743 | $4,256 萬 | 2.04% | −6,121−2.2% | 減碼 |
| Vigilant Capital Management, LLC | 268,643 | $4,254 萬 | 2.98% | +39,622+17.3% | 加碼 |
| Mercer Global Advisors Inc | 268,231 | $4,247 萬 | 0.26% | +20,099+8.1% | 加碼 |
| Giverny Capital Inc.大師吉維尼資本 | 267,287 | $4,233 萬 | 2.26% | −114,483−30.0% | 減碼 |
| Alpha Cubed Investments, LLC | 266,955 | $4,227 萬 | 2.77% | +8,726+3.4% | 加碼 |
| Braun Stacey Associates Inc | 266,645 | $4,222 萬 | 1.54% | +3,715+1.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 266,609 | $4,222 萬 | 0.73% | +193,194+263.2% | 加碼 |
| Flputnam Investment Management Co | 265,924 | $4,211 萬 | 1.29% | +9,673+3.8% | 加碼 |
| Capital International Ltd | 265,474 | $4,204 萬 | 2.14% | +1,028+0.4% | 加碼 |
| ArrowMark Colorado Holdings LLC | 263,589 | $4,174 萬 | 0.34% | −1,400−0.5% | 減碼 |
| Bridgewater Associates, LP | 263,049 | $4,165 萬 | 0.24% | −361,008−57.8% | 減碼 |
| Penserra Capital Management LLC | 260,292 | $4,122 萬 | 0.88% | +104,245+66.8% | 加碼 |
| Chilton Capital Management LLC | 259,056 | $4,102 萬 | 2.10% | +4,038+1.6% | 加碼 |
| Nexus Investment Management ULC | 258,487 | $4,093 萬 | 4.16% | −4,010−1.5% | 減碼 |
| Gillespie Robinson & Grimm Inc | 257,966 | $4,085 萬 | 3.18% | +2,988+1.2% | 加碼 |
| First Manhattan Co | 257,343 | $4,075 萬 | 0.13% | +9,896+4.0% | 加碼 |
| Cornerstone Advisors, LLC | 257,000 | $4,070 萬 | 2.21% | 00.0% | 不變 |
| Campbell Newman Asset Management Inc | 255,876 | $4,052 萬 | 3.61% | +817+0.3% | 加碼 |
| Taurus Asset Management, LLC | 254,654 | $4,032 萬 | 3.80% | +3,553+1.4% | 加碼 |
| Xponance, Inc. | 253,067 | $4,007 萬 | 0.63% | +38,808+18.1% | 加碼 |
| Signature Estate & Investment Advisors LLC | 252,565 | $3,999 萬 | 1.79% | +187,351+287.3% | 加碼 |
| Baskin Financial Services Inc. | 250,460 | $3,966 萬 | 3.16% | +8,383+3.5% | 加碼 |
| Securian Asset Management, Inc | 249,201 | $3,946 萬 | 0.73% | −131−0.1% | 減碼 |
| Sabal Trust CO | 248,963 | $3,942 萬 | 2.50% | −1,360−0.5% | 減碼 |
| Chartwell Investment Partners, LLC | 247,834 | $3,925 萬 | 1.14% | −20,179−7.5% | 減碼 |
| Busey Wealth Management | 247,405 | $3,918 萬 | 1.48% | −6,443−2.5% | 減碼 |
| PM Capital Ltd | 246,978 | $3,911 萬 | 7.47% | −10,000−3.9% | 減碼 |
| Polar Capital Holdings Plc | 244,968 | $3,879 萬 | 0.20% | +20,293+9.0% | 加碼 |
| Mairs & Power Inc | 243,681 | $3,859 萬 | 0.36% | +21,619+9.7% | 加碼 |
| Meyer Handelman Co | 243,630 | $3,858 萬 | 1.44% | −5,272−2.1% | 減碼 |
| Argent Trust Co | 243,231 | $3,852 萬 | 2.25% | −698−0.3% | 減碼 |
| Crestwood Advisors Group LLC | 243,026 | $3,848 萬 | 1.00% | −1,148−0.5% | 減碼 |
| Fishman Jay A Ltd | 240,239 | $3,804 萬 | 4.06% | +4,891+2.1% | 加碼 |
| NS Partners Ltd | 240,154 | $3,803 萬 | 1.78% | −1,220−0.5% | 減碼 |
| Levin Capital Strategies, L.P. | 239,867 | $3,798 萬 | 3.56% | −4,753−1.9% | 減碼 |
| Anchor Capital Advisors LLC | 239,657 | $3,795 萬 | 0.75% | −9,345−3.8% | 減碼 |
| Barr E S & Co | 239,111 | $3,786 萬 | 2.52% | +4,022+1.7% | 加碼 |
| Spears Abacus Advisors LLC | 237,280 | $3,757 萬 | 2.54% | +923+0.4% | 加碼 |
| First National Trust Co | 237,053 | $3,754 萬 | 1.97% | +9,559+4.2% | 加碼 |
| Shell Asset Management Co | 236,534 | $3,746 萬 | 0.77% | −51,493−17.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 235,141 | $3,724 萬 | 1.37% | +8,716+3.8% | 加碼 |
| Private Wealth Partners, LLC | 234,675 | $3,716 萬 | 3.14% | −639−0.3% | 減碼 |
| Stock Yards Bank & Trust Co | 233,171 | $3,692 萬 | 1.94% | +12,431+5.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 232,341 | $3,679 萬 | 0.81% | +5,647+2.5% | 加碼 |
| HBK Sorce Advisory LLC | 231,781 | $3,670 萬 | 1.86% | +2,327+1.0% | 加碼 |
| Allstate Corp | 231,368 | $3,664 萬 | 0.70% | +153,241+196.1% | 加碼 |
| Cetera Investment Advisers | 230,239 | $3,646 萬 | 0.52% | +5,593+2.5% | 加碼 |
| Central Securities Corp | 230,000 | $3,642 萬 | 3.62% | 00.0% | 不變 |
| Spire Wealth Management | 228,926 | $3,628 萬 | 0.80% | +28,233+14.1% | 加碼 |
| Gradient Investments LLC | 228,751 | $3,622 萬 | 0.92% | +9,720+4.4% | 加碼 |
| Johnson Investment Counsel Inc | 228,038 | $3,611 萬 | 0.44% | +17,602+8.4% | 加碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 227,900 | $3,609 萬 | 0.29% | 00.0% | 不變 |
| Cumberland Partners Ltd | 227,598 | $3,604 萬 | 2.53% | −18,950−7.7% | 減碼 |
| Franklin Street Advisors Inc | 225,809 | $3,576 萬 | 2.70% | −3,274−1.4% | 減碼 |
| Maryland State Retirement & Pension System | 225,296 | $3,568 萬 | 0.93% | −1,184−0.5% | 減碼 |
| Elo Mutual Pension Insurance Co | 224,890 | $3,561 萬 | 0.98% | +14,084+6.7% | 加碼 |
| Man Group plc | 223,005 | $3,531 萬 | 0.11% | +77,219+53.0% | 加碼 |
| Clifford Swan Investment Counsel LLC | 222,880 | $3,529 萬 | 1.24% | −1,413−0.6% | 減碼 |
| Brinker Capital Investments, LLC | 222,235 | $3,519 萬 | 0.51% | +36,797+19.8% | 加碼 |
| Capital International Sarl | 221,751 | $3,511 萬 | 1.67% | +106,391+92.2% | 加碼 |
| Schwerin Boyle Capital Management Inc | 221,026 | $3,500 萬 | 2.84% | −1,509−0.7% | 減碼 |
| Cetera Advisor Networks LLC | 220,239 | $3,488 萬 | 0.43% | +5,556+2.6% | 加碼 |
| Highland Capital Management, LLC | 219,439 | $3,475 萬 | 1.97% | −1,438−0.7% | 減碼 |
| Roosevelt Investment Group LLC | 218,304 | $3,457 萬 | 1.91% | +6,533+3.1% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 216,550 | $3,429 萬 | 0.39% | 00.0% | 不變 |
| Hancock Whitney Corp | 216,086 | $3,422 萬 | 1.08% | +1,105+0.5% | 加碼 |
| Matrix Asset Advisors Inc | 215,682 | $3,415 萬 | 4.44% | +459+0.2% | 加碼 |
| PFS Investments Inc. | 215,053 | $3,405 萬 | 0.66% | +22,171+11.5% | 加碼 |
| Klingenstein Fields & Co LP | 214,574 | $3,398 萬 | 1.37% | −4,241−1.9% | 減碼 |
| Heritage Investors Management Corp | 214,454 | $3,396 萬 | 1.32% | −1,819−0.8% | 減碼 |
| Northeast Investment Management | 214,343 | $3,394 萬 | 1.66% | +620+0.3% | 加碼 |
| Dana Investment Advisors, Inc. | 214,282 | $3,393 萬 | 1.47% | −12,091−5.3% | 減碼 |
| Venture Visionary Partners LLC | 213,480 | $3,384 萬 | 2.20% | +2,051+1.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 213,308 | $3,378 萬 | 0.11% | +14,193+7.1% | 加碼 |
| Covington Capital Management | 213,026 | $3,373 萬 | 1.16% | −536−0.3% | 減碼 |
| Ingalls & Snyder LLC | 212,645 | $3,367 萬 | 1.53% | −12,098−5.4% | 減碼 |
| Howard Capital Management Group, LLC | 211,756 | $3,353 萬 | 2.77% | −1,420−0.7% | 減碼 |
| Oak Associates, Ltd | 211,745 | $3,353 萬 | 1.79% | −1,451−0.7% | 減碼 |
| Front Barnett Associates LLC | 210,656 | $3,336 萬 | 3.13% | −3,390−1.6% | 減碼 |
| AE Wealth Management LLC | 209,669 | $3,320 萬 | 0.23% | −17,429−7.7% | 減碼 |
| Chesley Taft & Associates LLC | 209,553 | $3,318 萬 | 1.72% | +2,284+1.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 208,997 | $3,309 萬 | 0.72% | +10,188+5.1% | 加碼 |
| Stewart & Patten Co LLC | 208,794 | $3,306 萬 | 4.94% | −6,147−2.9% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 206,802 | $3,289 萬 | 2.34% | +206,802 | 新進 |
| Ruffer LLP | 202,728 | $3,289 萬 | 0.79% | −28,703−12.4% | 減碼 |