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 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $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 |
|---|---|---|---|---|---|
| Eagle Global Advisors LLC | 207,176 | $3,281 萬 | 2.07% | −3,092−1.5% | 減碼 |
| First Foundation Advisors | 206,940 | $3,277 萬 | 1.13% | −2,639−1.3% | 減碼 |
| Estabrook Capital Management | 206,399 | $3,268 萬 | 4.64% | −2,819−1.3% | 減碼 |
| Wealthfront Advisers LLC | 204,126 | $3,232 萬 | 0.14% | +5,206+2.6% | 加碼 |
| Pictet & Cie (Europe) SA | 203,110 | $3,216 萬 | 1.10% | 00.0% | 不變 |
| Bank of Nova Scotia Trust Co | 202,779 | $3,211 萬 | 2.78% | −2,554−1.2% | 減碼 |
| MMBG Investment Advisors Co. | 200,910 | $3,181 萬 | 3.06% | +200,910 | 新進 |
| St Germain D J Co Inc | 200,891 | $3,181 萬 | 1.75% | −4,114−2.0% | 減碼 |
| Shufro Rose & Co LLC | 200,657 | $3,177 萬 | 2.30% | −394−0.2% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 200,581 | $3,176 萬 | 2.74% | −1,074−0.5% | 減碼 |
| Ziegler Capital Management, LLC | 200,469 | $3,166 萬 | 1.14% | −25,958−11.5% | 減碼 |
| First Horizon Advisors, Inc. | 199,565 | $3,160 萬 | 0.95% | −1,373−0.7% | 減碼 |
| Mill Capital Management, LLC | 198,920 | $3,150 萬 | 3.23% | +198,920 | 新進 |
| Salem Investment Counselors Inc | 197,515 | $3,128 萬 | 1.09% | +4,220+2.2% | 加碼 |
| Smith, Salley & Associates | 196,399 | $3,110 萬 | 2.20% | −1,389−0.7% | 減碼 |
| Silvercrest Asset Management Group LLC | 196,144 | $3,106 萬 | 0.20% | +3,331+1.7% | 加碼 |
| Main Street Research LLC | 193,196 | $3,059 萬 | 2.36% | +9,959+5.4% | 加碼 |
| Itau Unibanco Holding S.A. | 192,243 | $3,047 萬 | 1.04% | +192,243 | 新進 |
| SG Americas Securities, LLC | 191,993 | $3,040 萬 | 0.20% | +83,170+76.4% | 加碼 |
| Jane Street Group, LLC | 191,333 | $3,030 萬 | 0.06% | −221,787−53.7% | 減碼 |
| HRT Financial LP | 190,637 | $3,019 萬 | 0.17% | −227,183−54.4% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 190,500 | $3,017 萬 | 1.14% | 00.0% | 不變 |
| Palisade Capital Management LLC | 190,498 | $3,017 萬 | 0.61% | +3,650+2.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 190,143 | $3,010 萬 | 0.40% | +9,985+5.5% | 加碼 |
| Achmea Investment Management B.V. | 189,983 | $3,008 萬 | 1.43% | −11,736−5.8% | 減碼 |
| Sit Investment Associates Inc | 189,906 | $3,007 萬 | 0.71% | +6,095+3.3% | 加碼 |
| LaFleur & Godfrey LLC | 189,328 | $2,998 萬 | 3.84% | +2,272+1.2% | 加碼 |
| Oakworth Capital, Inc. | 188,177 | $2,980 萬 | 2.53% | +5,373+2.9% | 加碼 |
| Cetera Advisors LLC | 187,906 | $2,976 萬 | 0.60% | −13,396−6.7% | 減碼 |
| Janney Capital Management LLC | 187,011 | $2,961 萬 | 1.93% | −2,587−1.4% | 減碼 |
| Ninety One UK Ltd | 186,738 | $2,957 萬 | 0.07% | −138,283−42.5% | 減碼 |
| Central Trust Co | 185,823 | $2,943 萬 | 0.83% | +1,495+0.8% | 加碼 |
| Veritable, L.P. | 185,754 | $2,941 萬 | 0.44% | −614−0.3% | 減碼 |
| Louisiana State Employees Retirement System | 185,200 | $2,933 萬 | 0.64% | −800−0.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 184,814 | $2,927 萬 | 0.76% | −61,374−24.9% | 減碼 |
| Voloridge Investment Management, LLC | 184,583 | $2,923 萬 | 0.16% | +166,758+935.5% | 加碼 |
| Bridgeway Capital Management, LLC | 183,945 | $2,913 萬 | 0.54% | −43,900−19.3% | 減碼 |
| Community Trust & Investment Co | 183,649 | $2,908 萬 | 2.24% | +1,461+0.8% | 加碼 |
| Citizens Financial Group Inc | 183,574 | $2,907 萬 | 0.98% | −2,832−1.5% | 減碼 |
| Vontobel Holding Ltd. | 183,312 | $2,905 萬 | 0.24% | +25,758+16.3% | 加碼 |
| Atria Investments LLC | 183,071 | $2,899 萬 | 0.52% | +16,816+10.1% | 加碼 |
| New Mexico Educational Retirement Board | 182,550 | $2,891 萬 | 0.97% | −15,600−7.9% | 減碼 |
| FineMark National Bank & Trust | 181,922 | $2,881 萬 | 1.10% | +2,403+1.3% | 加碼 |
| Ieq Capital, LLC | 181,911 | $2,881 萬 | 0.67% | +3,681+2.1% | 加碼 |
| Omers Administration Corp | 181,464 | $2,874 萬 | 0.37% | +72,900+67.1% | 加碼 |
| Morningstar Investment Services LLC | 180,476 | $2,858 萬 | 0.32% | −2,045−1.1% | 減碼 |
| Tower Bridge Advisors | 180,369 | $2,856 萬 | 1.75% | +504+0.3% | 加碼 |
| Hyman Charles D | 180,142 | $2,853 萬 | 1.81% | +452+0.3% | 加碼 |
| Kentucky Retirement Systems | 180,052 | $2,851 萬 | 1.16% | +6,491+3.7% | 加碼 |
| Sandy Spring Bank | 179,528 | $2,843 萬 | 1.36% | +2,258+1.3% | 加碼 |
| American Assets Investment Management, LLC | 177,600 | $2,812 萬 | 3.03% | 00.0% | 不變 |
| Congress Asset Management Co | 176,773 | $2,799 萬 | 0.21% | −18,988−9.7% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 175,990 | $2,787 萬 | 1.83% | 00.0% | 不變 |
| Howe & Rusling Inc | 175,706 | $2,782 萬 | 3.26% | +4,169+2.4% | 加碼 |
| Randolph Co Inc | 175,202 | $2,774 萬 | 3.35% | −327−0.2% | 減碼 |
| Cardinal Capital Management, Inc. | 175,116 | $2,773 萬 | 1.29% | +966+0.6% | 加碼 |
| Wade G W & Inc | 174,740 | $2,767 萬 | 1.20% | +1,309+0.8% | 加碼 |
| Thomasville National Bank | 173,222 | $2,743 萬 | 2.62% | +394+0.2% | 加碼 |
| Kingsview Wealth Management, LLC | 172,456 | $2,731 萬 | 1.15% | +5,110+3.1% | 加碼 |
| Wharton Business Group, LLC | 171,896 | $2,722 萬 | 1.68% | +4,435+2.6% | 加碼 |
| Illinois Municipal Retirement Fund | 171,893 | $2,722 萬 | 0.76% | +60,372+54.1% | 加碼 |
| Aristotle Atlantic Partners, LLC | 171,768 | $2,720 萬 | 1.58% | +15,671+10.0% | 加碼 |
| Appleton Partners Inc | 169,942 | $2,691 萬 | 2.03% | +2,372+1.4% | 加碼 |
| KCM Investment Advisors LLC | 169,917 | $2,691 萬 | 0.94% | +3,306+2.0% | 加碼 |
| Old National Bancorp | 169,495 | $2,684 萬 | 0.96% | −17,924−9.6% | 減碼 |
| BTR Capital Management Inc | 169,482 | $2,684 萬 | 3.03% | −90−0.1% | 減碼 |
| Maple Capital Management, Inc. | 169,201 | $2,679 萬 | 2.92% | +7,743+4.8% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 168,858 | $2,674 萬 | 1.97% | −3,003−1.7% | 減碼 |
| Baker Avenue Asset Management, LP | 168,050 | $2,661 萬 | 1.36% | −4,027−2.3% | 減碼 |
| Doyle Wealth Management | 167,344 | $2,650 萬 | 1.90% | +160.0% | 加碼 |
| Exane Asset Management | 167,254 | $2,648 萬 | 6.91% | +167,254 | 新進 |
| Lowe Brockenbrough & Co Inc | 166,929 | $2,643 萬 | 1.93% | +17,888+12.0% | 加碼 |
| Congress Wealth Management LLC | 166,551 | $2,637 萬 | 0.53% | +166,551 | 新進 |
| Northeast Financial Consultants Inc | 165,518 | $2,621 萬 | 1.58% | +1,419+0.9% | 加碼 |
| Arvest Trust Co N A | 165,018 | $2,613 萬 | 1.38% | +165,018 | 新進 |
| Marco Investment Management LLC | 164,492 | $2,605 萬 | 2.56% | +2,275+1.4% | 加碼 |
| McDonald Capital Investors Inc | 163,769 | $2,593 萬 | 1.82% | −4,813−2.9% | 減碼 |
| Cresset Asset Management, LLC | 163,543 | $2,590 萬 | 0.25% | −1,983−1.2% | 減碼 |
| Carret Asset Management, LLC | 162,709 | $2,577 萬 | 2.85% | −2,205−1.3% | 減碼 |
| Destination Wealth Management | 162,667 | $2,576 萬 | 0.91% | +2,293+1.4% | 加碼 |
| Wilsey Asset Management Inc | 161,348 | $2,555 萬 | 5.79% | +1,956+1.2% | 加碼 |
| Abner Herrman & Brock LLC | 160,286 | $2,538 萬 | 3.31% | −2,176−1.3% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 160,147 | $2,536 萬 | 1.20% | +20,550+14.7% | 加碼 |
| Tocqueville Asset Management L.P. | 160,128 | $2,536 萬 | 0.35% | +195+0.1% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 159,613 | $2,528 萬 | 4.49% | −2,516−1.6% | 減碼 |
| Rothschild Investment Corp | 159,429 | $2,525 萬 | 1.96% | −665−0.4% | 減碼 |
| Willis Investment Counsel | 159,271 | $2,522 萬 | 1.33% | +7,968+5.3% | 加碼 |
| FDx Advisors, Inc. | 159,151 | $2,520 萬 | 0.70% | +8,345+5.5% | 加碼 |
| Hosking Partners LLP | 158,875 | $2,516 萬 | 0.61% | −3,011−1.9% | 減碼 |
| Capital Investment Advisors, LLC | 157,624 | $2,496 萬 | 0.76% | +7,660+5.1% | 加碼 |
| Foster Dykema Cabot & Co Inc | 156,680 | $2,481 萬 | 2.80% | +5,530+3.7% | 加碼 |
| Banque Pictet & Cie SA | 156,302 | $2,475 萬 | 0.18% | +29,103+22.9% | 加碼 |
| Independent Advisor Alliance | 156,068 | $2,471 萬 | 1.22% | +2,111+1.4% | 加碼 |
| Two Sigma Investments, LP | 155,819 | $2,467 萬 | 0.06% | +155,819 | 新進 |
| Cullinan Associates Inc | 155,721 | $2,466 萬 | 1.26% | +18,796+13.7% | 加碼 |
| Villere St Denis J & Co LLC | 155,356 | $2,460 萬 | 1.41% | −1,451−0.9% | 減碼 |
| Lido Advisors, LLC | 155,167 | $2,457 萬 | 0.47% | +10,892+7.5% | 加碼 |
| South State Corp. | 154,638 | $2,449 萬 | 1.91% | −2,302−1.5% | 減碼 |
| Farmers & Merchants Investments Inc | 154,248 | $2,443 萬 | 0.91% | +4,666+3.1% | 加碼 |
| Kemnay Advisory Services Inc. | 153,947 | $2,438 萬 | 3.42% | +31,447+25.7% | 加碼 |