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 |
|---|---|---|---|---|---|
| Mawer Investment Management Ltd. | 927,802 | $3.04 億 | 2.06% | −185,777−16.7% | 減碼 |
| Montrusco Bolton Investments Inc. | 924,638 | $3.03 億 | 4.69% | −321,542−25.8% | 減碼 |
| Mairs & Power Inc | 923,550 | $3.02 億 | 2.77% | −130,647−12.4% | 減碼 |
| Teacher Retirement System of Texas | 910,802 | $2.98 億 | 0.80% | +181,373+24.9% | 加碼 |
| Zacks Investment Management | 910,319 | $2.98 億 | 2.12% | −2,580−0.3% | 減碼 |
| LGT Group Foundation | 907,653 | $2.97 億 | 3.36% | −7,607−0.8% | 減碼 |
| Employees Provident Fund Board | 900,000 | $2.95 億 | 1.69% | −230,000−20.4% | 減碼 |
| Empower Advisory Group, LLC | 884,396 | $2.89 億 | 0.69% | +17,506+2.0% | 加碼 |
| Actiam N.V. | 882,774 | $2.89 億 | 2.22% | −5,284−0.6% | 減碼 |
| Artisan Partners Limited Partnership | 870,063 | $2.85 億 | 0.46% | −348,588−28.6% | 減碼 |
| Tredje AP-fonden | 869,560 | $2.85 億 | 1.29% | −3,011−0.3% | 減碼 |
| Nisa Investment Advisors, LLC | 869,016 | $2.84 億 | 0.89% | −21,141−2.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 868,483 | $2.84 億 | 0.97% | −66,198−7.1% | 減碼 |
| Retirement Systems of Alabama | 865,976 | $2.83 億 | 0.85% | −9,655−1.1% | 減碼 |
| Clark Capital Management Group, Inc. | 857,246 | $2.81 億 | 1.53% | +11,448+1.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 855,351 | $2.80 億 | 0.53% | +64,070+8.1% | 加碼 |
| Assetmark, Inc | 853,617 | $2.79 億 | 0.48% | +31,214+3.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 853,322 | $2.79 億 | 1.43% | −143,639−14.4% | 減碼 |
| AMF Pensionsforsakring AB | 853,194 | $2.79 億 | 1.65% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 818,145 | $2.68 億 | 0.82% | +167,668+25.8% | 加碼 |
| Cullen Capital Management LLC | 810,780 | $2.65 億 | 2.61% | +2,132+0.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 805,701 | $2.64 億 | 0.26% | −192,481−19.3% | 減碼 |
| Groupama Asset Managment | 787,079 | $2.59 億 | 3.27% | +54,067+7.4% | 加碼 |
| CIBC Asset Management Inc | 786,840 | $2.58 億 | 0.56% | −61,617−7.3% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 781,500 | $2.56 億 | 1.92% | +145,100+22.8% | 加碼 |
| Rafferty Asset Management, LLC | 780,568 | $2.56 億 | 0.58% | +125,070+19.1% | 加碼 |
| Resona Asset Management Co.,Ltd. | 774,721 | $2.54 億 | 1.19% | −84,892−9.9% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 772,764 | $2.53 億 | 0.99% | +1,500+0.2% | 加碼 |
| DnB Asset Management AS | 770,267 | $2.52 億 | 0.71% | +2,494+0.3% | 加碼 |
| Czech National Bank | 762,691 | $2.50 億 | 1.36% | +28,393+3.9% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 754,633 | $2.47 億 | 2.13% | −194,101−20.5% | 減碼 |
| Arizona State Retirement System | 744,264 | $2.44 億 | 1.22% | −1,613−0.2% | 減碼 |
| Quilter Plc | 741,791 | $2.43 億 | 3.65% | +23,429+3.3% | 加碼 |
| Ci Investments Inc. | 741,663 | $2.43 億 | 0.78% | −3,016−0.4% | 減碼 |
| Federated Hermes, Inc. | 740,574 | $2.42 億 | 0.35% | +273,514+58.6% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 739,408 | $2.42 億 | 3.03% | +717+0.1% | 加碼 |
| Sanctuary Advisors, LLC | 737,445 | $2.41 億 | 1.12% | +19,252+2.7% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 728,201 | $2.38 億 | 2.91% | −20,684−2.8% | 減碼 |
| Boston Trust Walden Corp | 726,541 | $2.38 億 | 1.81% | −13,136−1.8% | 減碼 |
| EP Wealth Advisors, LLC | 724,174 | $2.37 億 | 0.91% | +66,424+10.1% | 加碼 |
| Panagora Asset Management Inc | 719,879 | $2.36 億 | 0.72% | +74,212+11.5% | 加碼 |
| Nykredit A/S | 709,840 | $2.32 億 | 0.89% | +709,840 | 新進 |
| Calamos Advisors LLC | 708,384 | $2.32 億 | 0.84% | −96,552−12.0% | 減碼 |
| Pinebridge Investments LLC | 706,660 | $2.31 億 | 1.91% | −54,048−7.1% | 減碼 |
| Nomura Asset Management International Inc. | 702,937 | $2.30 億 | 0.35% | +11,186+1.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 702,078 | $2.30 億 | 0.44% | +217,342+44.8% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 701,872 | $2.30 億 | 1.59% | −2,055−0.3% | 減碼 |
| Life Cycle Investment Partners Ltd | 699,121 | $2.29 億 | 1.07% | +130,752+23.0% | 加碼 |
| Whittier Trust Co | 676,814 | $2.29 億 | 2.24% | +5,174+0.8% | 加碼 |
| Kestra Advisory Services, LLC | 688,749 | $2.25 億 | 0.73% | +116,977+20.5% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 687,767 | $2.25 億 | 1.08% | −4,480−0.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 687,077 | $2.25 億 | 0.50% | +1,752+0.3% | 加碼 |
| State of Michigan Retirement System | 686,031 | $2.25 億 | 0.99% | −18,300−2.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 667,485 | $2.23 億 | 0.34% | +76,252+12.9% | 加碼 |
| Epoch Investment Partners, Inc. | 679,231 | $2.22 億 | 1.26% | −121,311−15.2% | 減碼 |
| First Financial Bankshares Inc | 674,682 | $2.21 億 | 4.13% | +1,401+0.2% | 加碼 |
| ProShare Advisors LLC | 671,683 | $2.20 億 | 0.32% | +3,077+0.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 670,018 | $2.19 億 | 1.02% | −61,943−8.5% | 減碼 |
| Eurizon Capital SGR S.p.A. | 666,069 | $2.18 億 | 0.59% | −26,555−3.8% | 減碼 |
| Walleye Capital LLC | 663,632 | $2.17 億 | 1.03% | +656,541+9,258.8% | 加碼 |
| Banco Santander, S.A. | 658,183 | $2.15 億 | 1.34% | +134,548+25.7% | 加碼 |
| James Hambro & Partners | 655,842 | $2.15 億 | 7.76% | −9,027−1.4% | 減碼 |
| Welch & Forbes LLC | 645,494 | $2.11 億 | 2.57% | −7,413−1.1% | 減碼 |
| Vinva Investment Management Ltd | 633,327 | $2.09 億 | 1.40% | +247,387+64.1% | 加碼 |
| Erste Asset Management GmbH | 625,637 | $2.06 億 | 1.60% | +266,757+74.3% | 加碼 |
| MetLife Investment Management | 612,924 | $2.01 億 | 0.91% | −17,411−2.8% | 減碼 |
| Pinnacle Financial Partners, Inc. | 610,353 | $2.00 億 | 1.36% | −6,513−1.1% | 減碼 |
| IFM Investors Pty Ltd | 602,652 | $1.97 億 | 1.31% | +57,822+10.6% | 加碼 |
| Sarasin & Partners LLP | 602,262 | $1.97 億 | 2.31% | −306,305−33.7% | 減碼 |
| Bristol John W & Co Inc | 599,431 | $1.96 億 | 2.90% | −4,806−0.8% | 減碼 |
| Daiwa Securities Group Inc. | 599,047 | $1.96 億 | 0.44% | +14,081+2.4% | 加碼 |
| Groupe la Francaise | 601,145 | $1.96 億 | 2.41% | +128,030+27.1% | 加碼 |
| Toroso Investments, LLC | 595,339 | $1.95 億 | 0.47% | +45,936+8.4% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 591,831 | $1.94 億 | 0.94% | −36,229−5.8% | 減碼 |
| Trexquant Investment LP | 588,465 | $1.93 億 | 1.19% | +493,360+518.8% | 加碼 |
| Woodline Partners LP | 584,992 | $1.91 億 | 0.59% | +55,873+10.6% | 加碼 |
| Brown Brothers Harriman & Co | 583,009 | $1.91 億 | 0.84% | +18,448+3.3% | 加碼 |
| Loomis Sayles & Co L P | 582,767 | $1.91 億 | 0.24% | −57,731−9.0% | 減碼 |
| Douglas Lane & Associates, LLC | 581,483 | $1.90 億 | 2.58% | −15,078−2.5% | 減碼 |
| Capital International Inc | 580,817 | $1.90 億 | 1.33% | −14,840−2.5% | 減碼 |
| Balyasny Asset Management LLC | 578,090 | $1.89 億 | 0.35% | +496,865+611.7% | 加碼 |
| Williams Jones Wealth Management, LLC. | 573,129 | $1.88 億 | 2.12% | −7,759−1.3% | 減碼 |
| Kames Capital plc | 572,949 | $1.88 億 | 2.00% | +12,052+2.1% | 加碼 |
| Capital Advisors Inc | 565,120 | $1.85 億 | 2.72% | −1,858−0.3% | 減碼 |
| Parnassus Investments | 562,698 | $1.84 億 | 0.49% | −12,032−2.1% | 減碼 |
| Lido Advisors, LLC | 557,608 | $1.83 億 | 0.65% | +18,489+3.4% | 加碼 |
| Gateway Investment Advisers LLC | 557,205 | $1.82 億 | 1.80% | −22,424−3.9% | 減碼 |
| Peapack Gladstone Financial Corp | 556,645 | $1.82 億 | 2.09% | −5,991−1.1% | 減碼 |
| Union Bancaire Privee, UBP SA | 570,073 | $1.80 億 | 2.78% | +5,861+1.0% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 550,820 | $1.80 億 | 1.50% | +3,000+0.5% | 加碼 |
| MAI Capital Management | 549,021 | $1.80 億 | 0.68% | +77,810+16.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 544,268 | $1.78 億 | 0.80% | +67,467+14.1% | 加碼 |
| JustInvest LLC | 542,873 | $1.78 億 | 1.46% | +40,408+8.0% | 加碼 |
| Susquehanna International Group, LLP | 541,729 | $1.77 億 | 0.16% | −86,617−13.8% | 減碼 |
| Zurich Insurance Group Ltd | 538,373 | $1.76 億 | 1.22% | +40,622+8.2% | 加碼 |
| Pathstone Holdings, LLC | 534,744 | $1.75 億 | 0.51% | +41,192+8.3% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 525,934 | $1.72 億 | 3.03% | +5,168+1.0% | 加碼 |
| Davenport & Co LLC | 520,419 | $1.71 億 | 0.87% | −9,156−1.7% | 減碼 |
| Evercore Wealth Management, LLC | 519,610 | $1.70 億 | 2.41% | −12,523−2.4% | 減碼 |
| QRG Capital Management, Inc. | 517,473 | $1.69 億 | 1.39% | +39,973+8.4% | 加碼 |