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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 5,158 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。

其他股別AMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM

2026 年第 2 季與 2026 年第 1 季比較

持有 JPMorgan Chase & Co 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

JPM 的 13F 持有人:2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數5,103685,158+123
股數19.5 億608.5 萬19.7 億+2,529 萬 (+1.3%)
市值$5,720 億$17.9 億$6,437 億+$734.2 億 (+12.9%)

68 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(237 家)

2026 年第 2 季季末持有 JPMorgan Chase & Co、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 237 家。

2026 年第 2 季新進 JPM 的機構
機構股數市值佔組合 %
Norges Bank36,122,327$118.2 億1.18%
Jupiter Topco LLC3,892,479$12.7 億0.52%
Nykredit A/S709,840$2.32 億0.89%
Altshuler Shaham Ltd360,000$1.18 億1.47%
Evelyn Partners Group Ltd357,839$1.17 億2.19%
Mutual of America Capital Management LLC303,176$9,924 萬0.97%
IMC-Chicago, LLC279,599$9,152 萬0.84%
Longaeva Partners L.P.254,986$8,346 萬2.41%
Point72 Asset Management, L.P.239,772$7,848 萬0.12%
Trust Co of Vermont215,608$7,057 萬2.63%
Harding Loevner LP181,377$5,938 萬0.56%
Global Retirement Partners, LLC127,872$4,186 萬0.64%
SS&H Financial Advisors, Inc.104,790$3,430 萬8.77%
BSN Capital Partners Ltd100,000$3,335 萬1.51%
Thomasville National Bank101,633$3,327 萬1.83%
Canandaigua National Bank & Trust Co81,950$2,682 萬2.26%
CTC LLC81,497$2,668 萬1.57%
Logan Capital Management Inc69,053$2,260 萬0.84%
TriCert Investment Counsel Inc.64,298$2,105 萬1.96%
Cape Cod Five Cents Savings Bank62,804$2,056 萬1.67%
Quantitative Investment Management, LLC53,263$1,743 萬1.90%
LDIC Inc.51,698$1,692 萬10.60%
Axxion S.A.44,349$1,452 萬1.04%
IFG Advisory, LLC43,108$1,411 萬0.49%
Liontrust Investment Partners LLP41,143$1,347 萬0.20%
Bellars Harris Wealth Management, LLC39,817$1,303 萬2.65%
Moore Capital Management, LP37,008$1,211 萬0.28%
Mirova US LLC31,658$1,036 萬0.11%
Temasek Holdings (Private) Ltd29,588$968.5 萬0.03%
Liberty Capital Management, Inc.27,048$885.4 萬1.52%
Mirae Asset Securities (USA) Inc.25,083$821.0 萬0.37%
Bridgewater Associates, LP23,548$770.8 萬0.03%
Markowski Investments22,514$737.0 萬1.62%
Entropy Technologies, LP22,416$733.7 萬0.29%
Daniel Investment Group, Inc.21,906$717.1 萬4.25%
LMR Partners LLP18,511$605.9 萬0.04%
Worth Financial Advisory Group, LLC15,893$520.2 萬2.17%
Campbell & CO Investment Adviser LLC13,733$449.5 萬0.24%
Lionhunter Capital Management, LLC12,558$411.1 萬1.85%
Compass Financial Management LLC11,737$401.2 萬0.49%
Keeler Thomas Management LLC11,667$381.9 萬1.35%
NBH Bank11,166$365.5 萬1.54%
Stonebridge Financial Group, LLC10,963$358.8 萬0.50%
Vaquero Private Wealth, Ltd9,767$319.7 萬0.66%
Yukon Wealth Management, Inc.9,039$295.9 萬0.85%
Platform Wealth Management, LLC8,613$281.9 萬1.03%
Deane Retirement Strategies, Inc.8,280$271.1 萬1.15%
Miller Financial Services LLC7,673$251.2 萬2.03%
Vantus Wealth LLC7,315$239.4 萬1.28%
Lombard Odier Asset Management (Europe) Ltd6,563$214.8 萬0.09%
Action Point Financial Planning, LLC6,411$209.4 萬0.21%
Capstone Triton Financial Group, LLC6,202$203.0 萬1.17%
Virtu Financial LLC6,202$203.0 萬0.06%
Willow Creek Capital Management, Inc.6,122$200.4 萬1.95%
REYL & Cie S.A.6,750$199.1 萬2.30%
Bridgefront Capital, LLC5,885$192.6 萬0.51%
Maloon Powers Pitre Higgins & Dennehy, LLC5,870$192.2 萬0.66%
Oak Barrel Wealth Advisory LLC5,865$192.0 萬0.85%
Prairie Advisory, LLC5,467$179.0 萬0.43%
Metatron Capital SICAV plc - Metatron Long Term Equity Fund5,400$176.8 萬0.87%
Bamco Inc5,300$173.5 萬0.00%
Quantum Financial Partners LLC5,194$170.0 萬0.87%
Polar Asset Management Partners Inc.5,043$165.1 萬0.03%
Maxele Advisors, LLC4,683$153.3 萬1.07%
Evanson Financial, LLC4,623$151.3 萬0.07%
Operose Advisors LLC4,291$140.5 萬0.27%
Elevated Private Wealth, LLC4,255$139.3 萬1.33%
Burnham & Co LLC3,955$129.5 萬1.04%
EntryPoint Capital, LLC3,929$128.6 萬0.31%
Langley Wealth Management, LLC3,799$124.3 萬1.21%
Puff Wealth Management, LLC3,650$119.5 萬1.22%
Rasp Wealth Solutions, LLC3,620$118.5 萬0.39%
Aegis Wealth Management LLC3,605$118.0 萬0.55%
Richmond Brothers, Inc.3,459$113.2 萬0.59%
Tenet Wealth Partners, LLC3,118$111.1 萬0.83%
Core Capital Management & Research, inc.3,102$110.6 萬0.58%
Rose Capital Advisors LLC3,234$105.8 萬0.57%
Serenus Wealth Advisors, LLC3,095$101.3 萬0.18%
Mission Financial Group, LLC2,975$97.4 萬0.81%
PDT Partners, LLC2,900$94.9 萬0.05%
Bayesian Capital Management, LP2,900$94.9 萬0.61%
Barometer Capital Management Inc.2,900$94.5 萬0.26%
Caitong International Asset Management Co., Ltd2,876$94.1 萬0.13%
Constant Guidance Financial LLC2,802$91.7 萬0.58%
Quattro Financial Advisors LLC2,800$91.7 萬0.20%
Flow Traders U.S. LLC2,614$85.6 萬0.04%
Capital Markets Trading UK LLP2,564$83.9 萬0.60%
Anchor Bay Capital, Inc.2,132$76.7 萬0.41%
Teucrium Investment Advisors, LLC2,343$76.7 萬0.68%
Gimbal Financial2,290$75.0 萬0.48%
RTD Financial Advisors, Inc.2,240$73.3 萬0.08%
Allied Private Wealth LLC2,188$72.4 萬0.46%
Copper Harbor Investment Advisors, LLC2,196$71.9 萬0.15%
Saranac Partners Ltd2,171$71.1 萬0.23%
Alongside, LLC2,135$69.9 萬0.13%
NovaPoint Capital, LLC2,111$69.1 萬0.14%
Capstone Wealth Management Group, Inc.2,039$66.8 萬0.40%
MW Advisory, LLC1,942$63.6 萬0.25%
Toews Corp1,799$58.9 萬0.09%
Quantessence Capital LLC1,746$57.2 萬1.68%

清倉機構(114 家)

2026 年第 1 季季末持有 JPMorgan Chase & Co、2026 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 114 家。

2026 年第 2 季清倉 JPM 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Livforsakringsbolaget Skandia, Omsesidigt200,900$5,910 萬
Sculptor Capital LP164,800$4,848 萬
Jain Global LLC153,753$4,523 萬
Crake Asset Management LLP129,019$3,795 萬
Susquehanna Portfolio Strategies, LLC118,349$3,481 萬
CMT Capital Markets Trading GmbH98,586$2,900 萬
DuPont Capital Management Corp67,065$1,973 萬
Gemsstock Limited63,400$1,865 萬
Cincinnati Casualty Co46,500$1,368 萬
Cincinnati Specialty Underwriters Insurance CO46,500$1,368 萬
Evoke Wealth, LLC39,316$1,157 萬
Ally Financial Inc.33,000$970.7 萬
BW Gestao de Investimentos Ltda.30,020$883.1 萬
ExodusPoint Capital Management, LP28,046$825.0 萬
Group One Trading, L.P.26,729$786.3 萬
Beacon Harbor Wealth Advisors, Inc.25,495$750.0 萬
Dnca Finance20,000$588.3 萬
Oasis Advisors, LLC19,779$581.8 萬
Kettle Hill Capital Management, LLC19,052$560.4 萬
SummitTX Capital, L.P.15,938$468.8 萬
Niles Investment Management, LLC15,646$460.2 萬
Blue Capital, Inc.14,508$426.8 萬
Freemont Management S.A.13,500$397.1 萬
Gladius Capital Management LP12,541$368.9 萬
ADAPT Investment Managers SA12,329$362.7 萬
Wolverine Asset Management LLC11,888$349.7 萬
Bank of Jackson Hole Trust10,988$323.2 萬
Alphadyne Asset Management LP10,721$315.4 萬
Neumann Capital Management, LLC9,786$287.9 萬
Chapman Investment Management, LLC9,521$280.1 萬
Absolute Gestao de Investimentos Ltda.9,000$264.7 萬
Vivaldi Capital Management, LLC8,869$260.9 萬
Cavalier Investments, LLC8,249$242.7 萬
Weiss Asset Management LP7,670$225.6 萬
Limestone Investment Advisors LP6,652$195.7 萬
Pinnacle Wealth Management, LLC5,877$172.9 萬
Dorsey Wright & Associates5,862$172.4 萬
Barden Capital Management, Inc.5,772$169.8 萬
Coastal Investment Advisors, Inc.5,691$167.4 萬
Sander Capital Advisors Inc5,375$158.1 萬
BIT Capital GmbH5,076$149.3 萬
Pathfinder Wealth Consulting, Inc.4,376$128.7 萬
Manatuck Hill Partners, LLC4,000$117.7 萬
a16z Perennial Management, L.P.3,789$111.5 萬
Carmignac Gestion3,308$97.3 萬
RBA Wealth Management, LLC3,142$92.4 萬
Maimon Wealth Management Ltd.3,016$85.6 萬
Perbak Capital Partners LLP2,811$82.7 萬
Breakthru Advisory Services, LLC2,553$75.1 萬
Sassicaia Capital Advisers LLC2,500$73.5 萬
Moody Aldrich Partners LLC2,324$68.4 萬
LGL Partners, LLC2,091$61.5 萬
Redwood Wealth Management Group, LLC2,018$59.4 萬
One River Asset Management, LLC1,993$58.6 萬
Garton & Associates Financial Advisors LLC1,886$55.5 萬
Allie Family Office LLC1,791$52.7 萬
Polymer Capital Management (HK) LTD1,659$48.8 萬
Clear Street Markets LLC1,573$46.3 萬
Axim Planning & Wealth1,544$45.4 萬
AdvisorShares Investments LLC1,490$43.8 萬
Strategic Financial Concepts, LLC1,442$42.1 萬
Mad River Investors1,417$41.7 萬
Resolute Partners Group1,413$41.6 萬
Polymer Capital Management (US) LLC1,187$34.9 萬
Clayton Financial Group LLC1,170$34.4 萬
Tandem Investment Advisors, Inc.1,164$34.2 萬
Bellwether Advisors, LLC1,155$34.0 萬
Mirabella Financial Services LLP1,137$33.4 萬
Rochester Wealth Strategies, LLC1,112$32.7 萬
Northland Securities, Inc.1,104$32.5 萬
Capital Asset Managemnet, LLC1,087$32.0 萬
Jackson Wealth Management, LLC1,059$31.2 萬
TrueWealth Financial Partners1,060$31.2 萬
Mountain Capital Investment Advisors, Inc965$30.1 萬
Counterpoint Mutual Funds LLC1,018$29.9 萬
New Harbor Financial Group, LLC1,017$29.9 萬
McGrath & Associates, Inc.996$29.3 萬
Timothy G. Youngquist 2020 Irrevocable Trust962$28.3 萬
ETF Store, Inc.951$28.0 萬
Patton Fund Management, Inc.941$27.7 萬
Lombard Odier Asset Management (USA) Corp922$27.1 萬
Mraz, Amerine & Associates, Inc.912$26.8 萬
Parrish Capital LLC848$24.9 萬
Cornerstone Advisors Asset Management, LLC842$24.8 萬
Newport Capital Group, LLC838$24.7 萬
Peak Financial Management, Inc.778$22.9 萬
ICONIQ Capital, LLC778$22.9 萬
Tfo-TDC, LLC778$22.9 萬
Impact Investors, Inc767$22.6 萬
Grand Wealth Management, LLC746$21.9 萬
East Coast Asset Management, LLC.739$21.7 萬
Teza Capital Management LLC725$21.3 萬
Dynamic Technology Lab Private Ltd724$21.3 萬
Pinnacle Family Advisors, LLC702$20.6 萬
AAFCPAs Wealth Management, LLC693$20.4 萬
Breachway Investments LLC683$20.2 萬
Passive Capital Management, LLC.680$20.0 萬
Hamilton Capital Partners, LLC680$20.0 萬
Itau Unibanco Holding S.A.484$14.2 萬
Curio Wealth, LLC480$14.1 萬

尚未申報 2026 年第 2 季的機構(68 家)

2026 年第 1 季季末持有 JPMorgan Chase & Co、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2026 年第 1 季持有 JPM、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Janus Henderson Group PLC4,175,138$12.3 億
CWM, LLC550,203$1.62 億
Evelyn Partners Investment Management LLP286,422$8,425 萬
TruWealth Advisors, LLC123,130$3,622 萬
Skopos Labs, Inc.99,972$2,941 萬
Canandaigua National Corp82,359$2,423 萬
U.S. Capital Wealth Advisors, LLC80,498$2,368 萬
Farmers Trust Co61,613$1,812 萬
Exencial Wealth Advisors, LLC60,711$1,786 萬
Vantage Investment Partners, LLC58,074$1,708 萬
Jaffetilchin Investment Partners, LLC49,723$1,463 萬
GM Advisory Group, Inc.39,273$1,155 萬
Journey Strategic Wealth LLC37,493$1,103 萬
Evelyn Partners Investment Management Services Ltd32,754$963.5 萬
VectorGlobal IAG, Inc.30,900$909.0 萬
Sunbelt Securities, Inc.27,562$810.8 萬
Mill Creek Capital Advisors, LLC27,010$794.5 萬
Moseley Investment Management Inc18,301$538.3 萬
Richard Bernstein Advisors LLC17,934$527.5 萬
Stillwater Wealth Management Group15,547$457.3 萬
Gibbs Wealth Management15,177$446.7 萬
Jackson Hole Capital Partners, LLC14,315$421.1 萬
Bedell Frazier Investment Counseling, LLC13,836$407.0 萬
Evelyn Partners Investment Management (Europe) Ltd13,803$406.0 萬
Capital Planning Advisors, LLC11,040$324.8 萬
TSG Advice Partners, LLC10,563$310.7 萬
Cfo Capital Management LLC10,008$286.6 萬
Charter Oak Capital Management, LLC9,293$273.4 萬
Claris Financial LLC9,121$268.3 萬
Signet Financial Management, LLC9,032$265.7 萬
RoundAngle Advisors LLC8,623$253.7 萬
Leo Wealth, LLC7,847$230.8 萬
McIlrath & Eck, LLC6,936$204.0 萬
Sandbox Financial Partners, LLC5,750$169.1 萬
Canandaigua National Trust Co of Florida4,979$146.5 萬
MLP3, LLC4,960$145.9 萬
Smart Portfolios, LLC4,730$139.1 萬
Evanson Asset Management, LLC4,623$136.0 萬
Reflection Asset Management4,285$126.9 萬
Trask Adam Roland3,955$116.3 萬
TCFG Wealth Management, LLC3,393$99.8 萬
DGS Capital Management, LLC2,763$81.3 萬
Arcadia Investment Management Corp2,752$81.0 萬
Catalina Capital Group, LLC2,528$74.4 萬
First Affirmative Financial Network2,521$74.2 萬
Coordinated Financial Services, Inc.2,341$68.9 萬
Efficient Advisors, LLC2,214$65.1 萬
Capstone Wealth Management Group LLC2,203$64.8 萬
Signature Wealth Management Group2,063$60.7 萬
Millington Securities, LLC1,935$56.9 萬
Fortress Financial Solutions, LLC1,849$54.4 萬
North Ridge Wealth Advisors, Inc.1,710$50.3 萬
Omnitrust Wealth Management, Inc1,673$49.2 萬
Financially in Tune, LLC1,130$33.2 萬
Anfield Capital Management, LLC976$28.7 萬
Coastline Complete Wealth LLC881$25.9 萬
Evelyn Partners Asset Management Ltd805$23.7 萬
Capital Developers, LLC779$22.9 萬
Sterling Manor Financial, LLC722$21.2 萬
Opes Wealth Management LLC716$21.1 萬
Red Tortoise LLC411$12.1 萬
Financial Connections Group, Inc.387$11.3 萬
Sofos Investments, Inc.382$11.2 萬
Tanaka Capital Management Inc188$5.50 萬
My Portfolio Guide, LLC173$5.08 萬
Horizons Wealth Management125$3.68 萬
Sapience Investments, LLC30$8,825
USA Financial Portformulas Corp3$882