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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 112,973 | $1,789 萬 | 1.85% | −1,955−1.7% | 減碼 |
| MSD Partners, L.P. | 112,500 | $1,781 萬 | 0.22% | +75,000+200.0% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 111,891 | $1,772 萬 | 3.46% | −80−0.1% | 減碼 |
| Drexel Morgan & Co. | 111,606 | $1,767 萬 | 5.11% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 111,527 | $1,766 萬 | 0.85% | +5,995+5.7% | 加碼 |
| Ashburton (Jersey) Ltd | 111,404 | $1,764 萬 | 7.39% | −470.0% | 減碼 |
| Prospera Financial Services Inc | 111,325 | $1,763 萬 | 0.76% | +15,056+15.6% | 加碼 |
| Worldquant Millennium Advisors LLC | 111,031 | $1,758 萬 | 0.35% | +66,405+148.8% | 加碼 |
| Pictet North America Advisors SA | 110,923 | $1,757 萬 | 1.73% | +850+0.8% | 加碼 |
| MainStreet Investment Advisors LLC | 110,696 | $1,753 萬 | 1.53% | −743−0.7% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 110,642 | $1,752 萬 | 1.41% | +2,457+2.3% | 加碼 |
| Fort Pitt Capital Group, LLC | 110,317 | $1,747 萬 | 0.63% | +14,489+15.1% | 加碼 |
| Grassi Investment Management | 110,000 | $1,742 萬 | 1.76% | −480.0% | 減碼 |
| Meridian Wealth Management, LLC | 109,657 | $1,736 萬 | 1.85% | +2,044+1.9% | 加碼 |
| Aptus Capital Advisors, LLC | 109,202 | $1,729 萬 | 0.59% | +12,444+12.9% | 加碼 |
| Torray LLC | 108,599 | $1,720 萬 | 2.54% | −6,003−5.2% | 減碼 |
| Culbertson A N & Co Inc | 108,592 | $1,720 萬 | 3.24% | −1,213−1.1% | 減碼 |
| KMG Fiduciary Partners, LLC | 108,327 | $1,715 萬 | 2.65% | +2,784+2.6% | 加碼 |
| Gluskin Sheff & Assoc Inc | 108,243 | $1,714 萬 | 0.71% | −6,481−5.6% | 減碼 |
| Northwest & Ethical Investments L.P. | 107,528 | $1,703 萬 | 0.50% | −10,199−8.7% | 減碼 |
| Freemont Management S.A. | 107,400 | $1,701 萬 | 4.47% | 00.0% | 不變 |
| Rothschild Capital Partners, LLC | 107,326 | $1,700 萬 | 5.07% | +2,193+2.1% | 加碼 |
| Myriad Asset Management Ltd. | 107,055 | $1,695 萬 | 1.85% | +5,800+5.7% | 加碼 |
| Adell Harriman & Carpenter Inc | 107,001 | $1,694 萬 | 1.57% | +1,348+1.3% | 加碼 |
| National Asset Management, Inc. | 106,865 | $1,692 萬 | 0.49% | −2,522−2.3% | 減碼 |
| Dearborn Partners LLC | 106,728 | $1,690 萬 | 0.61% | −1,192−1.1% | 減碼 |
| Amica Mutual Insurance Co | 106,543 | $1,687 萬 | 1.43% | 00.0% | 不變 |
| Canandaigua National Corp | 106,394 | $1,685 萬 | 2.49% | +654+0.6% | 加碼 |
| Montag A & Associates Inc | 105,568 | $1,672 萬 | 0.82% | +2,267+2.2% | 加碼 |
| Corient Capital Partners, LLC | 105,375 | $1,669 萬 | 1.11% | −126−0.1% | 減碼 |
| EFG Asset Management (Americas) Corp. | 104,980 | $1,666 萬 | 2.80% | +420+0.4% | 加碼 |
| Matthew 25 Management Corp | 105,000 | $1,663 萬 | 4.43% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 104,700 | $1,658 萬 | 0.48% | +6,835+7.0% | 加碼 |
| Alpine Woods Capital Investors, LLC | 104,347 | $1,652 萬 | 1.63% | +1,841+1.8% | 加碼 |
| NBT Bank N A | 104,236 | $1,651 萬 | 2.12% | −1,807−1.7% | 減碼 |
| Eagle Rock Investment Company, LLC | 104,237 | $1,651 萬 | 3.16% | +104,237 | 新進 |
| United Bank | 104,226 | $1,650 萬 | 2.03% | −400−0.4% | 減碼 |
| Novare Capital Management LLC | 103,744 | $1,643 萬 | 1.67% | −127−0.1% | 減碼 |
| Kings Point Capital Management | 103,224 | $1,635 萬 | 1.35% | −422−0.4% | 減碼 |
| Baxter Bros Inc | 102,975 | $1,631 萬 | 2.36% | +207+0.2% | 加碼 |
| Texas Yale Capital Corp. | 102,845 | $1,629 萬 | 0.83% | −254−0.2% | 減碼 |
| Colonial Trust Advisors | 102,679 | $1,626 萬 | 1.82% | −759−0.7% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 102,378 | $1,621 萬 | 2.38% | −274−0.3% | 減碼 |
| Equitable Holdings, Inc. | 102,376 | $1,621 萬 | 0.26% | +6,364+6.6% | 加碼 |
| Valeo Financial Advisors, LLC | 126,584 | $1,619 萬 | 0.88% | −503−0.4% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 102,162 | $1,618 萬 | 1.00% | +2,071+2.1% | 加碼 |
| Socorro Asset Management LP | 101,603 | $1,609 萬 | 4.59% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 101,035 | $1,600 萬 | 1.39% | +290.0% | 加碼 |
| Waverton Investment Management Ltd | 100,515 | $1,592 萬 | 0.50% | +100,515 | 新進 |
| Wallington Asset Management, LLC | 100,237 | $1,587 萬 | 2.42% | +461+0.5% | 加碼 |
| Fiduciary Group LLC | 100,029 | $1,584 萬 | 1.76% | +977+1.0% | 加碼 |
| Guardian Point Capital, LP | 100,000 | $1,584 萬 | 3.67% | 00.0% | 不變 |
| Murphy Capital Management Inc | 99,863 | $1,581 萬 | 1.70% | −340−0.3% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 99,386 | $1,574 萬 | 1.99% | −387−0.4% | 減碼 |
| CCM Investment Advisers LLC | 99,325 | $1,573 萬 | 1.91% | +7,234+7.9% | 加碼 |
| First Financial Bank - Trust Division | 98,321 | $1,557 萬 | 1.57% | −1,202−1.2% | 減碼 |
| Addenda Capital Inc. | 97,956 | $1,551 萬 | 0.67% | +2,149+2.2% | 加碼 |
| NorthCrest Asset Manangement, LLC | 97,924 | $1,551 萬 | 0.85% | +97,924 | 新進 |
| Yarbrough Capital, LLC | 97,875 | $1,550 萬 | 0.83% | +97,875 | 新進 |
| Anderson Hoagland & Co | 106,568 | $1,545 萬 | 2.02% | +1,231+1.2% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 97,207 | $1,539 萬 | 0.54% | +3,536+3.8% | 加碼 |
| Advisory Services Network, LLC | 96,973 | $1,536 萬 | 0.44% | +583+0.6% | 加碼 |
| River & Mercantile Asset Management LLP | 96,887 | $1,534 萬 | 1.20% | +10,503+12.2% | 加碼 |
| We Are One Seven, LLC | 96,833 | $1,533 萬 | 1.59% | +31,792+48.9% | 加碼 |
| Penobscot Investment Management Company, Inc. | 96,446 | $1,527 萬 | 2.06% | −185−0.2% | 減碼 |
| New England Asset Management Inc | 96,427 | $1,527 萬 | 0.23% | +4,675+5.1% | 加碼 |
| Washington Trust Bank | 96,307 | $1,525 萬 | 1.47% | +459+0.5% | 加碼 |
| Brookstone Capital Management | 91,106 | $1,523 萬 | 0.26% | +18,513+25.5% | 加碼 |
| TruWealth Advisors, LLC | 96,152 | $1,523 萬 | 1.54% | +4,181+4.5% | 加碼 |
| Mitchell Sinkler & Starr | 95,927 | $1,519 萬 | 4.51% | +87,942+1,101.3% | 加碼 |
| Gemsstock Limited | 95,800 | $1,517 萬 | 5.82% | +24,300+34.0% | 加碼 |
| BTC Capital Management, Inc. | 95,444 | $1,511 萬 | 1.49% | +103+0.1% | 加碼 |
| Edge Capital Group, LLC | 95,283 | $1,509 萬 | 1.07% | −38,809−28.9% | 減碼 |
| Twin Capital Management Inc | 95,105 | $1,506 萬 | 1.51% | −6,546−6.4% | 減碼 |
| Credit Agricole S A | 95,028 | $1,505 萬 | 0.50% | −2,724−2.8% | 減碼 |
| EULAV Asset Management | 95,000 | $1,504 萬 | 0.38% | +3,000+3.3% | 加碼 |
| Westchester Capital Management, Inc. | 94,871 | $1,502 萬 | 3.84% | −90−0.1% | 減碼 |
| Kornitzer Capital Management Inc | 94,398 | $1,495 萬 | 0.22% | −651−0.7% | 減碼 |
| First American Trust, FSB | 94,194 | $1,492 萬 | 2.04% | +2,712+3.0% | 加碼 |
| Sequoia Financial Advisors, LLC | 93,970 | $1,488 萬 | 0.41% | +69,376+282.1% | 加碼 |
| Quest Investment Management LLC | 93,733 | $1,484 萬 | 1.27% | +93,733 | 新進 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 93,220 | $1,476 萬 | 1.61% | −856−0.9% | 減碼 |
| Cincinnati Casualty Co | 93,000 | $1,473 萬 | 7.90% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $1,473 萬 | 5.13% | 00.0% | 不變 |
| Wedbush Securities Inc | 92,766 | $1,469 萬 | 0.63% | −1,047−1.1% | 減碼 |
| First Citizens Bank & Trust Co | 92,760 | $1,469 萬 | 0.57% | +2,656+2.9% | 加碼 |
| Freestone Capital Holdings, LLC | 92,700 | $1,468 萬 | 0.62% | +6,251+7.2% | 加碼 |
| Telemus Capital, LLC | 92,328 | $1,462 萬 | 1.18% | −110.0% | 減碼 |
| Clearstead Advisors, LLC | 92,245 | $1,461 萬 | 1.00% | −106,492−53.6% | 減碼 |
| Weitz Investment Management, Inc.大師韋茲投資管理 | 92,065 | $1,458 萬 | 0.58% | −67,935−42.5% | 減碼 |
| Regent Investment Management LLC | 92,062 | $1,458 萬 | 3.18% | +834+0.9% | 加碼 |
| Edge Wealth Management LLC | 92,004 | $1,457 萬 | 2.67% | +1,042+1.1% | 加碼 |
| Connors Investor Services Inc | 91,908 | $1,455 萬 | 1.43% | +317+0.3% | 加碼 |
| Profund Advisors LLC | 91,903 | $1,455 萬 | 0.48% | +1,049+1.2% | 加碼 |
| Trust Co of Virginia | 91,863 | $1,455 萬 | 1.45% | +621+0.7% | 加碼 |
| Rossmore Private Capital | 90,951 | $1,440 萬 | 2.25% | +320.0% | 加碼 |
| Stevens Capital Management LP | 90,779 | $1,438 萬 | 3.30% | +29,766+48.8% | 加碼 |
| Bragg Financial Advisors, Inc | 87,614 | $1,434 萬 | 0.92% | 00.0% | 不變 |
| Choate Investment Advisors | 90,443 | $1,432 萬 | 0.84% | −1,975−2.1% | 減碼 |
| TD Private Client Wealth LLC | 90,406 | $1,432 萬 | 0.59% | −2,906−3.1% | 減碼 |