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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 153,517 | $2,431 萬 | 0.25% | −25,208−14.1% | 減碼 |
| Blue Chip Partners, Inc. | 152,834 | $2,420 萬 | 3.04% | +2,831+1.9% | 加碼 |
| Squarepoint Ops LLC | 152,250 | $2,411 萬 | 0.12% | −268,801−63.8% | 減碼 |
| Vestor Capital, LLC | 152,162 | $2,410 萬 | 2.30% | −105,819−41.0% | 減碼 |
| Brewin Dolphin Ltd | 152,073 | $2,408 萬 | 1.06% | −15,795−9.4% | 減碼 |
| Tdam USA Inc. | 152,031 | $2,407 萬 | 1.49% | +3,974+2.7% | 加碼 |
| Allen Investment Management LLC | 151,653 | $2,401 萬 | 0.30% | +141,302+1,365.1% | 加碼 |
| Azimuth Capital Management LLC | 151,308 | $2,396 萬 | 0.97% | −1,515−1.0% | 減碼 |
| Manitou Investment Management Ltd. | 150,693 | $2,386 萬 | 3.82% | +2,199+1.5% | 加碼 |
| Acadian Asset Management LLC | 150,495 | $2,382 萬 | 0.09% | +9,380+6.6% | 加碼 |
| Wesleyan Assurance Society | 150,207 | $2,378 萬 | 2.81% | 00.0% | 不變 |
| Vancity Investment Management Ltd | 149,949 | $2,374 萬 | 2.73% | +3,973+2.7% | 加碼 |
| Neville Rodie & Shaw Inc | 148,793 | $2,356 萬 | 1.67% | +1,700+1.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 148,250 | $2,348 萬 | 0.45% | −1,536−1.0% | 減碼 |
| Trust Co of Vermont | 146,788 | $2,324 萬 | 1.47% | +2,092+1.4% | 加碼 |
| Fukoku Mutual Life Insurance Co | 146,741 | $2,324 萬 | 1.72% | +7,960+5.7% | 加碼 |
| Grand Jean Capital Management Inc | 146,524 | $2,320 萬 | 5.77% | +1,655+1.1% | 加碼 |
| Rockland Trust Co | 146,304 | $2,317 萬 | 1.48% | +367+0.3% | 加碼 |
| First American Bank | 145,639 | $2,306 萬 | 1.22% | +1,313+0.9% | 加碼 |
| Private Asset Management Inc | 144,877 | $2,294 萬 | 2.82% | −428−0.3% | 減碼 |
| Bailard, Inc. | 144,390 | $2,286 萬 | 0.73% | +4,200+3.0% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 144,392 | $2,286 萬 | 1.45% | −29,600−17.0% | 減碼 |
| SeaTown Holdings Pte. Ltd. | 143,740 | $2,276 萬 | 1.23% | −103,000−41.7% | 減碼 |
| Patten & Patten Inc | 142,523 | $2,257 萬 | 1.56% | +77+0.1% | 加碼 |
| Resources Management Corp | 142,393 | $2,255 萬 | 2.93% | −2,485−1.7% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 142,230 | $2,252 萬 | 1.40% | +7,009+5.2% | 加碼 |
| Reilly Financial Advisors, LLC | 142,084 | $2,250 萬 | 1.67% | −4,881−3.3% | 減碼 |
| Parsons Capital Management Inc | 140,621 | $2,227 萬 | 1.60% | −470.0% | 減碼 |
| Easterly Investment Partners LLC | 140,522 | $2,225 萬 | 1.62% | −5,343−3.7% | 減碼 |
| James Investment Research Inc | 140,190 | $2,220 萬 | 2.03% | −17,762−11.2% | 減碼 |
| Narwhal Capital Management | 139,604 | $2,211 萬 | 2.52% | −692−0.5% | 減碼 |
| Banque Cantonale Vaudoise | 139,493 | $2,209 萬 | 0.86% | +617+0.4% | 加碼 |
| Cypress Capital Management LLC | 138,481 | $2,193 萬 | 2.48% | +3,433+2.5% | 加碼 |
| Bollard Group LLC | 138,110 | $2,187 萬 | 0.70% | +355+0.3% | 加碼 |
| Churchill Management Corp | 137,923 | $2,184 萬 | 0.30% | +1,351+1.0% | 加碼 |
| Courant Investment Management LLC | 136,592 | $2,163 萬 | 17.47% | 00.0% | 不變 |
| Absher Wealth Management, LLC | 135,343 | $2,143 萬 | 3.59% | +728+0.5% | 加碼 |
| Ulysses Management LLC | 135,000 | $2,138 萬 | 3.69% | −6,500−4.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 134,546 | $2,131 萬 | 0.38% | +16,268+13.8% | 加碼 |
| BLB&B Advisors, LLC | 133,651 | $2,116 萬 | 1.38% | −12,490−8.5% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 132,747 | $2,102 萬 | 0.83% | −11,945−8.3% | 減碼 |
| Bank of the West | 132,614 | $2,100 萬 | 1.99% | −8,308−5.9% | 減碼 |
| Noesis Capital Mangement Corp | 132,546 | $2,099 萬 | 4.23% | −18,536−12.3% | 減碼 |
| Logan Capital Management Inc | 132,483 | $2,098 萬 | 0.91% | −5,182−3.8% | 減碼 |
| Jones Financial Companies LLLP | 131,163 | $2,077 萬 | 0.03% | +2,252+1.7% | 加碼 |
| Gillson Capital LP | 130,342 | $2,064 萬 | 1.34% | +130,342 | 新進 |
| Focus Financial Network, Inc. | 130,252 | $2,063 萬 | 3.02% | +4,330+3.4% | 加碼 |
| Curi Capital | 129,421 | $2,049 萬 | 3.54% | +127,568+6,884.4% | 加碼 |
| Hi-Line Capital Management, LLC | 129,009 | $2,043 萬 | 7.53% | +345+0.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 128,659 | $2,037 萬 | 0.19% | +91,111+242.7% | 加碼 |
| Ironvine Capital Partners, LLC | 128,564 | $2,036 萬 | 2.09% | +2,414+1.9% | 加碼 |
| Sigma Planning Corp | 128,436 | $2,034 萬 | 0.57% | +2,907+2.3% | 加碼 |
| Beach Investment Counsel Inc | 128,412 | $2,033 萬 | 2.69% | −34,000−20.9% | 減碼 |
| Atlantic Union Bankshares Corp | 127,993 | $2,027 萬 | 1.72% | −885−0.7% | 減碼 |
| Albion Financial Group | 127,868 | $2,025 萬 | 1.60% | −1,785−1.4% | 減碼 |
| Middleton & Co Inc | 127,842 | $2,024 萬 | 1.97% | −610.0% | 減碼 |
| Advisor Partners LLC | 127,589 | $2,020 萬 | 1.22% | +432+0.3% | 加碼 |
| Paloma Partners Management Co | 127,532 | $2,020 萬 | 0.64% | +118,132+1,256.7% | 加碼 |
| Moors & Cabot, Inc. | 127,424 | $2,018 萬 | 1.24% | +2,844+2.3% | 加碼 |
| Verity & Verity, LLC | 127,332 | $2,016 萬 | 2.88% | −450.0% | 減碼 |
| Regentatlantic Capital LLC | 126,966 | $2,011 萬 | 0.56% | +3,005+2.4% | 加碼 |
| Dakota Wealth Management | 126,505 | $2,003 萬 | 2.11% | +3,873+3.2% | 加碼 |
| Kanawha Capital Management LLC | 126,501 | $2,003 萬 | 1.69% | −1,155−0.9% | 減碼 |
| Callahan Advisors, LLC | 126,420 | $2,002 萬 | 2.25% | +1,761+1.4% | 加碼 |
| Forbes J M & Co LLP | 126,049 | $1,996 萬 | 2.29% | +775+0.6% | 加碼 |
| Avantax Advisory Services, Inc. | 125,416 | $1,986 萬 | 0.30% | +7,911+6.7% | 加碼 |
| United Asset Strategies, Inc. | 125,230 | $1,983 萬 | 2.36% | +1,449+1.2% | 加碼 |
| Stillwater Capital Advisors, LLC | 125,150 | $1,982 萬 | 3.02% | −2,132−1.7% | 減碼 |
| Osborne Partners Capital Management, LLC | 125,005 | $1,980 萬 | 1.44% | +1,668+1.4% | 加碼 |
| Tufton Capital Management | 124,976 | $1,979 萬 | 3.04% | −351−0.3% | 減碼 |
| Norinchukin Bank, The | 123,988 | $1,963 萬 | 0.25% | −5,254−4.1% | 減碼 |
| Thompson Siegel & Walmsley LLC | 123,194 | $1,951 萬 | 0.27% | −555−0.4% | 減碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 122,786 | $1,944 萬 | 1.18% | −1,155−0.9% | 減碼 |
| Maryland Capital Management | 122,153 | $1,934 萬 | 1.05% | +4,889+4.2% | 加碼 |
| Alley Co LLC | 121,284 | $1,921 萬 | 3.05% | +2,040+1.7% | 加碼 |
| Rbo & Co LLC | 120,849 | $1,914 萬 | 3.01% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 120,199 | $1,903 萬 | 0.76% | +5,932+5.2% | 加碼 |
| Liontrust Investment Partners LLP | 120,000 | $1,900 萬 | 0.23% | +7,000+6.2% | 加碼 |
| Birch Hill Investment Advisors LLC | 119,780 | $1,897 萬 | 0.94% | −150.0% | 減碼 |
| Cabot Wealth Management Inc | 119,746 | $1,896 萬 | 2.40% | +3,079+2.6% | 加碼 |
| Rempart Asset Management Inc. | 119,579 | $1,894 萬 | 3.59% | −2,250−1.8% | 減碼 |
| Osher Van de Voorde Investment Management | 119,575 | $1,894 萬 | 4.19% | +2,831+2.4% | 加碼 |
| Lockheed Martin Investment Management Co | 118,820 | $1,882 萬 | 1.01% | +29,000+32.3% | 加碼 |
| Stonebridge Capital Advisors LLC | 118,602 | $1,878 萬 | 2.07% | +2,879+2.5% | 加碼 |
| CSM Advisors, LLC | 118,390 | $1,875 萬 | 1.26% | −370−0.3% | 減碼 |
| Financial Partners Capital Management LLC | 117,888 | $1,867 萬 | 3.31% | −1,435−1.2% | 減碼 |
| Linscomb & Williams, Inc. | 117,835 | $1,866 萬 | 0.89% | +855+0.7% | 加碼 |
| Guardian Capital Advisors LP | 110,451 | $1,860 萬 | 1.79% | −857−0.8% | 減碼 |
| Motco | 116,654 | $1,847 萬 | 1.14% | −1,433−1.2% | 減碼 |
| Overbrook Management Corp | 115,937 | $1,836 萬 | 3.70% | +277+0.2% | 加碼 |
| DuPont Capital Management Corp | 115,748 | $1,833 萬 | 0.65% | −59,799−34.1% | 減碼 |
| Laurion Capital Management LP | 115,339 | $1,826 萬 | 0.31% | −29,142−20.2% | 減碼 |
| First Long Island Investors, LLC | 115,338 | $1,826 萬 | 1.43% | +749+0.7% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 115,325 | $1,826 萬 | 2.75% | +1,377+1.2% | 加碼 |
| Norris Perne & French LLP | 114,450 | $1,812 萬 | 1.41% | +2,182+1.9% | 加碼 |
| Endurance Wealth Management, Inc. | 114,041 | $1,806 萬 | 1.94% | −1,250−1.1% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 113,719 | $1,801 萬 | 1.25% | +4,250+3.9% | 加碼 |
| Waratah Capital Advisors Ltd. | 113,402 | $1,796 萬 | 0.83% | −45,078−28.4% | 減碼 |
| Bourgeon Capital Management LLC | 113,387 | $1,796 萬 | 3.70% | −2,620−2.3% | 減碼 |
| Ossiam | 113,345 | $1,795 萬 | 0.47% | −9,631−7.8% | 減碼 |