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 5,156 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。
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
- 5,156
- 較 2026 年第 1 季 +123 家
- 持有股數
- 19.7 億
- 較 2026 年第 1 季 +2,528 萬 (+1.3%)
- 總市值
- $6,437 億
- 較 2026 年第 1 季 +$734.1 億 (+12.9%)
- 新進機構
- 237
- 另有 2,266 家加碼
- 清倉機構
- 114
- 另有 2,116 家減碼
另有 69 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 | 5,156 | $6,437 億 |
| 2026 年第 1 季 | 5,102 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,679 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $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 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
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 |
|---|---|---|---|---|---|
| Pittenger & Anderson Inc | 76,028 | $2,489 萬 | 0.89% | +2,117+2.9% | 加碼 |
| Sagespring Wealth Partners, LLC | 75,894 | $2,484 萬 | 0.38% | +1,797+2.4% | 加碼 |
| M Holdings Securities, Inc. | 75,214 | $2,470 萬 | 3.38% | −1,014−1.3% | 減碼 |
| Charter Trust Co | 75,397 | $2,468 萬 | 1.33% | −446−0.6% | 減碼 |
| Legacy Private Trust Co. | 75,310 | $2,465 萬 | 1.38% | −1,063−1.4% | 減碼 |
| Palisade Asset Management, LLC | 75,182 | $2,461 萬 | 2.27% | −315−0.4% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 75,156 | $2,460 萬 | 0.61% | −1,489−1.9% | 減碼 |
| Courier Capital LLC | 74,868 | $2,451 萬 | 1.22% | −1,842−2.4% | 減碼 |
| Goelzer Investment Management, Inc. | 74,845 | $2,450 萬 | 1.07% | +6,599+9.7% | 加碼 |
| Novare Capital Management LLC | 74,708 | $2,445 萬 | 1.74% | −1,521−2.0% | 減碼 |
| DSG Capital Advisors, LLC | 71,163 | $2,440 萬 | 3.47% | −196−0.3% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 74,286 | $2,432 萬 | 1.09% | −1,532−2.0% | 減碼 |
| Securian Asset Management, Inc | 71,205 | $2,429 萬 | 0.87% | −1,939−2.7% | 減碼 |
| Cullinan Associates Inc | 73,638 | $2,410 萬 | 1.82% | +9,005+13.9% | 加碼 |
| IHT Wealth Management, LLC | 73,319 | $2,400 萬 | 0.51% | +965+1.3% | 加碼 |
| Greenwood Gearhart Inc | 73,271 | $2,398 萬 | 1.12% | +2,601+3.7% | 加碼 |
| Cabot Wealth Management Inc | 73,122 | $2,393 萬 | 2.44% | −364−0.5% | 減碼 |
| Geneos Wealth Management Inc. | 73,096 | $2,393 萬 | 0.49% | +320.0% | 加碼 |
| Clarity Financial LLC | 73,022 | $2,390 萬 | 2.04% | +20,033+37.8% | 加碼 |
| Wellington Shields Capital Management, LLC | 72,948 | $2,388 萬 | 3.03% | +701+1.0% | 加碼 |
| BTC Capital Management, Inc. | 72,923 | $2,387 萬 | 1.45% | −2,802−3.7% | 減碼 |
| Spire Wealth Management | 72,887 | $2,387 萬 | 0.72% | −280−0.4% | 減碼 |
| Siemens Fonds Invest GmbH | 72,905 | $2,386 萬 | 1.17% | −2,526−3.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 72,888 | $2,386 萬 | 0.75% | +392+0.5% | 加碼 |
| PFG Investments, LLC | 72,804 | $2,383 萬 | 0.92% | +1,903+2.7% | 加碼 |
| Cohen Klingenstein LLC | 72,700 | $2,380 萬 | 0.68% | 00.0% | 不變 |
| CCM Investment Advisers LLC | 72,571 | $2,375 萬 | 1.84% | +838+1.2% | 加碼 |
| FourThought Financial Partners, LLC | 72,550 | $2,375 萬 | 1.83% | +350.0% | 加碼 |
| Stockman Wealth Management, Inc. | 72,393 | $2,370 萬 | 2.45% | −1,604−2.2% | 減碼 |
| Circle Wealth Management, LLC | 72,338 | $2,368 萬 | 0.30% | −2,562−3.4% | 減碼 |
| Douglass Winthrop Advisors, LLC | 72,324 | $2,367 萬 | 0.41% | +1,849+2.6% | 加碼 |
| Connors Investor Services Inc | 72,256 | $2,365 萬 | 2.05% | +148+0.2% | 加碼 |
| First Financial Bank - Trust Division | 72,092 | $2,360 萬 | 1.68% | −2,332−3.1% | 減碼 |
| Rbo & Co LLC | 71,865 | $2,352 萬 | 3.75% | −2,236−3.0% | 減碼 |
| Davy Global Fund Management Ltd | 71,790 | $2,350 萬 | 1.50% | −847−1.2% | 減碼 |
| Journey Advisory Group, LLC | 71,743 | $2,348 萬 | 1.79% | +415+0.6% | 加碼 |
| Everence Capital Management Inc | 71,665 | $2,346 萬 | 1.23% | 00.0% | 不變 |
| Stenger Family Office, LLC | 71,265 | $2,333 萬 | 3.80% | −330.0% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 71,175 | $2,330 萬 | 0.46% | −4,572−6.0% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 71,170 | $2,330 萬 | 1.39% | −444−0.6% | 減碼 |
| Richard C. Young & CO., LTD. | 70,788 | $2,317 萬 | 1.71% | +120.0% | 加碼 |
| Ledyard National Bank | 70,775 | $2,317 萬 | 1.86% | −2,940−4.0% | 減碼 |
| Courant Investment Management LLC | 70,697 | $2,314 萬 | 22.46% | 00.0% | 不變 |
| Allied Investment Advisors, LLC | 70,656 | $2,313 萬 | 2.90% | +1,139+1.6% | 加碼 |
| IFP Advisors, Inc | 70,542 | $2,309 萬 | 0.42% | +2,652+3.9% | 加碼 |
| Sowell Financial Services LLC | 70,498 | $2,308 萬 | 0.75% | +2,672+3.9% | 加碼 |
| Brighton Jones LLC | 70,406 | $2,305 萬 | 0.43% | +2,246+3.3% | 加碼 |
| TD Private Client Wealth LLC | 70,249 | $2,299 萬 | 0.42% | −4,245−5.7% | 減碼 |
| Linscomb & Williams, Inc. | 70,170 | $2,297 萬 | 1.00% | −6,397−8.4% | 減碼 |
| Caisse des Depots Et Consignations | 70,031 | $2,292 萬 | 0.39% | 00.0% | 不變 |
| Tufton Capital Management | 69,812 | $2,285 萬 | 3.83% | −1,366−1.9% | 減碼 |
| Strategy Asset Managers LLC | 69,657 | $2,280 萬 | 3.40% | +197+0.3% | 加碼 |
| River Wealth Advisors LLC | 69,572 | $2,277 萬 | 2.38% | +448+0.6% | 加碼 |
| Alerus Financial NA | 69,378 | $2,271 萬 | 0.99% | +2,019+3.0% | 加碼 |
| J. Safra Sarasin Holding AG | 73,960 | $2,262 萬 | 0.32% | +7,111+10.6% | 加碼 |
| First American Trust, FSB | 69,077 | $2,261 萬 | 1.36% | −16,044−18.8% | 減碼 |
| Logan Capital Management Inc | 69,053 | $2,260 萬 | 0.84% | +69,053 | 新進 |
| CenterBook Partners LP | 68,940 | $2,257 萬 | 1.11% | +1,330+2.0% | 加碼 |
| Woodstock Corp | 68,865 | $2,254 萬 | 1.87% | −180.0% | 減碼 |
| James Investment Research Inc | 68,483 | $2,242 萬 | 2.28% | −2,008−2.8% | 減碼 |
| Middleton & Co Inc | 68,448 | $2,241 萬 | 2.38% | −3,158−4.4% | 減碼 |
| Simmons Bank | 68,402 | $2,239 萬 | 1.28% | +5,553+8.8% | 加碼 |
| Carlson Capital L P | 68,285 | $2,235 萬 | 4.61% | +61,770+948.1% | 加碼 |
| Savvy Advisors, Inc. | 68,127 | $2,230 萬 | 0.48% | +7,982+13.3% | 加碼 |
| Heritage Trust Co | 68,110 | $2,229 萬 | 1.93% | +509+0.8% | 加碼 |
| Community Bank, N.A. | 67,530 | $2,210 萬 | 2.39% | −1,365−2.0% | 減碼 |
| Eagle Rock Investment Company, LLC | 67,291 | $2,203 萬 | 2.73% | +3,488+5.5% | 加碼 |
| Barbara Oil Co. | 67,000 | $2,193 萬 | 7.38% | 00.0% | 不變 |
| Caldwell Trust Co | 66,710 | $2,184 萬 | 1.77% | +71+0.1% | 加碼 |
| AMG National Trust Bank | 66,023 | $2,161 萬 | 0.44% | −12,283−15.7% | 減碼 |
| Laffer Tengler Investments | 65,878 | $2,156 萬 | 2.76% | +1,190+1.8% | 加碼 |
| Ninety One SA (PTY) Ltd | 65,600 | $2,154 萬 | 1.17% | −19,748−23.1% | 減碼 |
| BKD Wealth Advisors, LLC | 65,662 | $2,149 萬 | 0.36% | +250.0% | 加碼 |
| Sand Hill Global Advisors, LLC | 65,525 | $2,145 萬 | 0.65% | −148−0.2% | 減碼 |
| Artemis Investment Management LLP | 65,464 | $2,143 萬 | 0.19% | +2,175+3.4% | 加碼 |
| Telos Capital Management, Inc. | 65,314 | $2,138 萬 | 1.88% | −280−0.4% | 減碼 |
| Kinsale Capital Group, Inc. | 65,270 | $2,136 萬 | 2.83% | +6,075+10.3% | 加碼 |
| Roundview Capital LLC | 65,218 | $2,135 萬 | 1.17% | +3,550+5.8% | 加碼 |
| Spinnaker Trust | 65,043 | $2,129 萬 | 1.03% | +1,160+1.8% | 加碼 |
| Granite Investment Partners, LLC | 64,986 | $2,127 萬 | 1.09% | −300.0% | 減碼 |
| Tompkins Financial Corp | 64,894 | $2,124 萬 | 1.49% | −1,294−2.0% | 減碼 |
| Pictet North America Advisors SA | 64,836 | $2,122 萬 | 1.87% | −2,674−4.0% | 減碼 |
| MidFirst Bank | 64,768 | $2,120 萬 | 1.50% | +830+1.3% | 加碼 |
| Generate Investment Management Ltd | 64,643 | $2,116 萬 | 0.87% | +36,136+126.8% | 加碼 |
| Western Wealth Management, LLC | 64,631 | $2,116 萬 | 0.69% | +942+1.5% | 加碼 |
| Integrated Advisors Network LLC | 64,583 | $2,114 萬 | 0.97% | +13,138+25.5% | 加碼 |
| Princeton Global Asset Management LLC | 64,373 | $2,107 萬 | 3.02% | −52−0.1% | 減碼 |
| TriCert Investment Counsel Inc. | 64,298 | $2,105 萬 | 1.96% | +64,298 | 新進 |
| Biondo Investment Advisors, LLC | 64,082 | $2,098 萬 | 2.57% | −13,632−17.5% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 64,062 | $2,097 萬 | 1.18% | −2,791−4.2% | 減碼 |
| 1st Source Bank | 63,985 | $2,094 萬 | 0.95% | −118−0.2% | 減碼 |
| Strategic Wealth Designers | 63,927 | $2,093 萬 | 2.54% | −6,834−9.7% | 減碼 |
| Means Investment Co., Inc. | 63,922 | $2,092 萬 | 1.58% | −1,237−1.9% | 減碼 |
| Capstone Financial Advisors, Inc. | 63,735 | $2,086 萬 | 1.02% | −2,278−3.5% | 減碼 |
| Strategic Wealth Partners, Ltd. | 63,666 | $2,084 萬 | 1.29% | +3,549+5.9% | 加碼 |
| Edgar Lomax Co | 63,662 | $2,084 萬 | 1.56% | −5,675−8.2% | 減碼 |
| Pettyjohn, Wood & White, Inc | 63,499 | $2,079 萬 | 3.02% | −329−0.5% | 減碼 |
| Leith Wheeler Investment Counsel Ltd. | 63,489 | $2,078 萬 | 1.58% | −548−0.9% | 減碼 |
| Griffin Asset Management, Inc. | 63,452 | $2,077 萬 | 2.19% | −767−1.2% | 減碼 |
| Essex Financial Services, Inc. | 63,447 | $2,077 萬 | 1.03% | −491−0.8% | 減碼 |