JPMorgan Chase & Co
AMJB- 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 74 家機構在 13F 申報持有，市值合計 $4.33 億；沒有大師持有。
2026 年第 2 季 13F 持有人
JPMorgan Chase & Co 在 2026/6/30 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
- 74
- 較 2026 年第 1 季 +3 家
- 持有股數
- 1,254 萬
- 較 2026 年第 1 季 +22.4 萬 (+1.8%)
- 總市值
- $4.33 億
- 較 2026 年第 1 季 +$1,151 萬 (+2.7%)
- 新進機構
- 6
- 另有 26 家加碼
- 清倉機構
- 3
- 另有 24 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AMJB 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 | 74 | $4.33 億 |
| 2026 年第 1 季 | 71 | $4.22 億 |
| 2025 年第 4 季 | 69 | $3.64 億 |
| 2025 年第 3 季 | 58 | $4.08 億 |
| 2025 年第 2 季 | 58 | $3.70 億 |
| 2025 年第 1 季 | 63 | $4.27 億 |
| 2024 年第 4 季 | 54 | $4.55 億 |
| 2024 年第 3 季 | 60 | $5.94 億 |
| 2024 年第 2 季 | 57 | $6.57 億 |
| 2024 年第 1 季 | 2 | $2.25 億 |
| 2023 年第 4 季 | 0 | $0 |
| 2023 年第 3 季 | 0 | $0 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 0 | $0 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2026 年第 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | 3,983,296 | $1.37 億 | 0.17% | +276,076+7.4% | 加碼 |
| JPMorgan Chase & Co | 1,907,023 | $6,570 萬 | 0.00% | −254,000−11.8% | 減碼 |
| Equitable Holdings, Inc. | 1,380,520 | $4,761 萬 | 0.28% | +98,940+7.7% | 加碼 |
| Keybank National Association | 599,629 | $2,068 萬 | 0.07% | +4,874+0.8% | 加碼 |
| LPL Financial LLC | 530,493 | $1,830 萬 | 0.00% | +21,265+4.2% | 加碼 |
| Osborne Partners Capital Management, LLC | 364,721 | $1,258 萬 | 0.70% | −3,231−0.9% | 減碼 |
| Nicolet Bankshares Inc | 322,369 | $1,105 萬 | 0.35% | −8,008−2.4% | 減碼 |
| Warren Averett Asset Management, LLC | 319,590 | $1,102 萬 | 0.06% | −34,153−9.7% | 減碼 |
| Goldman Sachs Group Inc | 311,777 | $1,075 萬 | 0.00% | −30,392−8.9% | 減碼 |
| Baird Financial Group, Inc. | 271,646 | $936.9 萬 | 0.01% | +3,774+1.4% | 加碼 |
| FF Advisors,LLC | 203,102 | $700.5 萬 | 2.62% | +4,621+2.3% | 加碼 |
| MAI Capital Management | 189,489 | $653.5 萬 | 0.02% | +17,952+10.5% | 加碼 |
| Vident Advisory, LLC | 167,115 | $576.4 萬 | 0.04% | −27,003−13.9% | 減碼 |
| RPg Family Wealth Advisory, LLC | 165,639 | $571.3 萬 | 0.53% | +45,061+37.4% | 加碼 |
| Noesis Capital Mangement Corp | 157,497 | $543.2 萬 | 0.65% | +975+0.6% | 加碼 |
| Risk Paradigm Group, LLC | 150,358 | $518.6 萬 | 4.07% | +38,210+34.1% | 加碼 |
| Lake Street Financial LLC | 142,795 | $492.5 萬 | 0.56% | −4,215−2.9% | 減碼 |
| Everett Harris & Co | 99,310 | $342.5 萬 | 0.04% | +565+0.6% | 加碼 |
| Smallwood Wealth Investment Management, LLC | 93,326 | $321.9 萬 | 1.41% | +1,424+1.5% | 加碼 |
| United Capital Financial Advisers, LLC | 92,000 | $317.3 萬 | 0.02% | 00.0% | 不變 |
| Argyle Capital Partners, LLC | 74,702 | $257.6 萬 | 1.62% | +4,098+5.8% | 加碼 |
| Americana Partners, LLC | 73,667 | $254.1 萬 | 0.06% | +2,685+3.8% | 加碼 |
| Morgan Stanley | 63,569 | $219.2 萬 | 0.00% | +8,427+15.3% | 加碼 |
| My Personal CFO, LLC | 62,084 | $214.1 萬 | 0.84% | −40−0.1% | 減碼 |
| UBS Group AG | 61,845 | $213.3 萬 | 0.00% | +145+0.2% | 加碼 |
| Benchmark Financial, LLC | 48,654 | $167.8 萬 | 1.37% | −96−0.2% | 減碼 |
| Susquehanna International Group, LLP | 42,205 | $145.6 萬 | 0.00% | +42,205 | 新進 |
| Beckerman Institutional, LLC | 41,857 | $144.4 萬 | 0.69% | +1,533+3.8% | 加碼 |
| HighTower Advisors, LLC | 41,213 | $142.1 萬 | 0.00% | −5,564−11.9% | 減碼 |
| Hancock Whitney Corp | 40,925 | $141.2 萬 | 0.02% | −6,080−12.9% | 減碼 |
| Wellspring Financial Advisors, LLC | 37,224 | $128.4 萬 | 0.08% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 35,043 | $120.9 萬 | 0.00% | +730+2.1% | 加碼 |
| Regal Investment Advisors LLC | 34,710 | $119.7 萬 | 0.06% | −128−0.4% | 減碼 |
| IFP Advisors, Inc | 34,383 | $118.6 萬 | 0.02% | −300−0.9% | 減碼 |
| Cura Wealth Advisors, LLC | 31,143 | $107.4 萬 | 0.46% | −500−1.6% | 減碼 |
| Parkside Financial Bank & Trust | 26,669 | $92.0 萬 | 0.06% | −1,215−4.4% | 減碼 |
| Waystone Advisors LLC | 26,418 | $91.1 萬 | 0.68% | −784−2.9% | 減碼 |
| Creative Planning | 24,575 | $84.8 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 23,304 | $80.4 萬 | 0.00% | +23,304 | 新進 |
| Commerce Bank | 20,547 | $70.9 萬 | 0.00% | −5,073−19.8% | 減碼 |
| GWM Advisors LLC | 20,355 | $70.2 萬 | 0.00% | +14,300+236.2% | 加碼 |
| Pacific Center for Financial Services | 20,059 | $69.2 萬 | 0.15% | +269+1.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 18,258 | $63.0 萬 | 0.00% | −56−0.3% | 減碼 |
| Bank of America Corp | – | $62.5 萬 | 0.00% | – | – |
| Cetera Investment Advisers | 17,648 | $60.9 萬 | 0.00% | +267+1.5% | 加碼 |
| Eagle Global Advisors LLC | 14,770 | $50.9 萬 | 0.02% | 00.0% | 不變 |
| Raymond James Financial Inc | 13,999 | $48.3 萬 | 0.00% | +1,410+11.2% | 加碼 |
| North Capital, Inc. | 12,582 | $43.4 萬 | 0.33% | −190−1.5% | 減碼 |
| Stonebridge Financial Group, LLC | 12,108 | $41.7 萬 | 0.06% | +12,108 | 新進 |
| Covenant Asset Management, LLC | 10,955 | $37.8 萬 | 0.07% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 10,744 | $37.1 萬 | 0.00% | +798+8.0% | 加碼 |
| Activest Wealth Management | 9,392 | $32.4 萬 | 0.06% | +9,392 | 新進 |
| Northwestern Mutual Wealth Management Co | 9,079 | $31.3 萬 | 0.00% | +28+0.3% | 加碼 |
| Cresset Asset Management, LLC | 8,785 | $30.3 萬 | 0.00% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 7,698 | $26.8 萬 | 0.00% | +467+6.5% | 加碼 |
| Private Capital Management, LLC | 7,343 | $25.3 萬 | 0.02% | −390−5.0% | 減碼 |
| Mariner, LLC | 7,324 | $25.3 萬 | 0.00% | −106−1.4% | 減碼 |
| AQR Capital Management LLC | 7,235 | $25.0 萬 | 0.00% | −337−4.5% | 減碼 |
| Crestwood Advisors Group LLC | 6,818 | $23.5 萬 | 0.00% | −8,095−54.3% | 減碼 |
| First Horizon Corp | 6,171 | $21.3 萬 | 0.01% | +6,171 | 新進 |
| Parallel Advisors, LLC | 5,660 | $19.5 萬 | 0.00% | −620−9.9% | 減碼 |
| Avalon Trust Co | 4,945 | $17.1 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 4,444 | $15.3 萬 | 0.00% | 00.0% | 不變 |
| Elequin Capital LP | 3,427 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 2,000 | $6.90 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 1,407 | $4.85 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 970 | $3.35 萬 | 0.00% | +970 | 新進 |
| Boyd Watterson Asset Management LLC | 943 | $3.25 萬 | 0.01% | 00.0% | 不變 |
| Private Trust Co NA | 858 | $2.96 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 627 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 635 | $2.19 萬 | 0.00% | +119+23.1% | 加碼 |
| Harbour Investments, Inc. | 348 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 35 | $1,208 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 20 | $690 | 0.00% | 00.0% | 不變 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −21,841−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −5,194−100.0% | 清倉 |
| Wells Fargo & Company | 0 | $0 | 0.00% | −1,901−100.0% | 清倉 |