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 |
|---|---|---|---|---|---|
| Factory Mutual Insurance Co | 516,575 | $1.69 億 | 1.59% | −2,650−0.5% | 減碼 |
| Swiss Life Asset Management Ltd | 512,674 | $1.68 億 | 0.69% | −15,496−2.9% | 減碼 |
| Midwest Trust Co | 512,205 | $1.68 億 | 1.90% | +63,864+14.2% | 加碼 |
| Samlyn Capital, LLC | 507,845 | $1.66 億 | 2.76% | −832,107−62.1% | 減碼 |
| Nissay Asset Management Corp | 507,520 | $1.66 億 | 0.70% | +112,954+28.6% | 加碼 |
| Employees Retirement System of Texas | 504,900 | $1.65 億 | 1.31% | −8,500−1.7% | 減碼 |
| AE Wealth Management LLC | 504,021 | $1.65 億 | 0.77% | +40,209+8.7% | 加碼 |
| NewEdge Wealth, LLC | 499,797 | $1.64 億 | 1.65% | +7,232+1.5% | 加碼 |
| Xponance, Inc. | 495,998 | $1.62 億 | 1.00% | +5,504+1.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 496,510 | $1.62 億 | 1.28% | −51,072−9.3% | 減碼 |
| Davis Asset Management, L.P. | 493,896 | $1.62 億 | 4.09% | +25,110+5.4% | 加碼 |
| RE Advisers Corp | 492,925 | $1.61 億 | 4.01% | −61,500−11.1% | 減碼 |
| Commerzbank Aktiengesellschaft | 489,209 | $1.60 億 | 3.20% | +3,964+0.8% | 加碼 |
| Bridges Investment Management Inc | 489,080 | $1.60 億 | 1.95% | −3,992−0.8% | 減碼 |
| LSV Asset Management | 487,792 | $1.60 億 | 0.29% | −94,400−16.2% | 減碼 |
| MUFG Securities EMEA plc | 485,037 | $1.59 億 | 1.67% | −80,798−14.3% | 減碼 |
| Lazard Asset Management LLC | 478,470 | $1.57 億 | 0.24% | +61,354+14.7% | 加碼 |
| Davis Selected Advisers | 476,389 | $1.56 億 | 0.67% | −80,063−14.4% | 減碼 |
| Empowered Funds, LLC | 475,472 | $1.56 億 | 0.82% | +11,078+2.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 474,800 | $1.55 億 | 0.72% | +12,851+2.8% | 加碼 |
| TCW Group Inc | 474,603 | $1.55 億 | 1.04% | −9,984−2.1% | 減碼 |
| Basswood Capital Management, L.L.C. | 469,496 | $1.54 億 | 6.58% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 462,140 | $1.51 億 | 0.88% | +114,144+32.8% | 加碼 |
| Amalgamated Bank | 461,859 | $1.51 億 | 1.05% | −28,477−5.8% | 減碼 |
| Varma Mutual Pension Insurance Co | 461,411 | $1.51 億 | 0.80% | +10,900+2.4% | 加碼 |
| ING Groep NV | 456,036 | $1.49 億 | 0.73% | −51,907−10.2% | 減碼 |
| Agf Management Ltd | 452,551 | $1.48 億 | 0.57% | −24,629−5.2% | 減碼 |
| Advisors Capital Management, LLC | 444,797 | $1.46 億 | 1.54% | +6,311+1.4% | 加碼 |
| Rakuten Investment Management, Inc. | 438,419 | $1.44 億 | 0.42% | +36,975+9.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 440,848 | $1.44 億 | 1.50% | +5,808+1.3% | 加碼 |
| Stephens Inc | 438,978 | $1.44 億 | 1.61% | +14,908+3.5% | 加碼 |
| NEOS Investment Management LLC | 438,527 | $1.44 億 | 0.53% | +36,477+9.1% | 加碼 |
| ABN AMRO Bank N.V. | 435,428 | $1.43 億 | 1.84% | +27,984+6.9% | 加碼 |
| USS Investment Management Ltd | 435,160 | $1.42 億 | 0.56% | −18,073−4.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 431,535 | $1.41 億 | 0.96% | +10,704+2.5% | 加碼 |
| ASR Vermogensbeheer N.V. | 430,472 | $1.41 億 | 1.45% | −66,802−13.4% | 減碼 |
| HM Payson & Co | 423,411 | $1.39 億 | 1.84% | −58,438−12.1% | 減碼 |
| HRT Financial LP | 421,531 | $1.38 億 | 0.25% | +83,460+24.7% | 加碼 |
| Pinnacle Associates Ltd | 413,954 | $1.35 億 | 1.48% | +294+0.1% | 加碼 |
| Staley Capital Advisers Inc | 411,588 | $1.35 億 | 5.25% | −5,824−1.4% | 減碼 |
| Eastern Bank | 408,756 | $1.34 億 | 2.05% | +10,060+2.5% | 加碼 |
| Utah Retirement Systems | 405,969 | $1.33 億 | 1.26% | −35,707−8.1% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 403,266 | $1.32 億 | 1.17% | −14,395−3.4% | 減碼 |
| Glenview Trust Co | 402,882 | $1.32 億 | 1.82% | +8,746+2.2% | 加碼 |
| British Columbia Investment Management Corp | 402,122 | $1.32 億 | 0.82% | +26,934+7.2% | 加碼 |
| Adviser Investments LLC | 401,962 | $1.32 億 | 1.26% | +11,045+2.8% | 加碼 |
| Hardy Reed LLC | 401,332 | $1.31 億 | 8.43% | +1,014+0.3% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 401,188 | $1.31 億 | 0.98% | −16,515−4.0% | 減碼 |
| Guidance Point Advisors, LLC | 401,007 | $1.31 億 | 27.72% | 00.0% | 不變 |
| Border to Coast Pensions Partnership Ltd | 399,401 | $1.31 億 | 1.93% | 00.0% | 不變 |
| Ilmarinen Mutual Pension Insurance Co | 399,018 | $1.31 億 | 0.88% | +12,613+3.3% | 加碼 |
| D.A. Davidson & Co. | 392,911 | $1.29 億 | 0.71% | −5,550−1.4% | 減碼 |
| Smead Capital Management, Inc. | 392,900 | $1.29 億 | 2.76% | −23,194−5.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 390,881 | $1.28 億 | 0.64% | +16,204+4.3% | 加碼 |
| Virginia Retirement Systems Et Al | 390,538 | $1.28 億 | 0.76% | −720−0.2% | 減碼 |
| Umb Bank N A | 389,201 | $1.27 億 | 1.61% | −48,437−11.1% | 減碼 |
| TCTC Holdings, LLC | 388,195 | $1.27 億 | 3.34% | +1260.0% | 加碼 |
| Oppenheimer & Co Inc | 386,843 | $1.27 億 | 1.35% | +3,887+1.0% | 加碼 |
| Renaissance Technologies LLC | 385,678 | $1.26 億 | 0.17% | −302,672−44.0% | 減碼 |
| Abn Amro Investment Solutions | 383,145 | $1.25 億 | 1.09% | +60,034+18.6% | 加碼 |
| Associated Banc-Corp | 380,490 | $1.25 億 | 2.96% | −5,294−1.4% | 減碼 |
| Davis R M Inc | 378,479 | $1.24 億 | 1.95% | +5,284+1.4% | 加碼 |
| EFG International AG | 377,555 | $1.24 億 | 2.26% | −16,583−4.2% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 375,197 | $1.23 億 | 0.79% | −193,237−34.0% | 減碼 |
| Beck Mack & Oliver LLC | 374,875 | $1.23 億 | 2.39% | −12,860−3.3% | 減碼 |
| Ieq Capital, LLC | 374,144 | $1.22 億 | 0.56% | −20,745−5.3% | 減碼 |
| United Capital Financial Advisers, LLC | 373,822 | $1.22 億 | 0.68% | +3,062+0.8% | 加碼 |
| RMB Capital Management, LLC | 373,734 | $1.22 億 | 1.89% | −33,946−8.3% | 減碼 |
| New York Life Investment Management LLC | 373,305 | $1.22 億 | 0.85% | −1,331−0.4% | 減碼 |
| Wealthfront Advisers LLC | 372,908 | $1.22 億 | 0.23% | +3,163+0.9% | 加碼 |
| Allworth Financial LP | 369,423 | $1.21 億 | 0.51% | −42,285−10.3% | 減碼 |
| Carnegie Capital Asset Management, LLC | 375,035 | $1.20 億 | 2.40% | −45,763−10.9% | 減碼 |
| Macquarie Group Ltd | 364,639 | $1.19 億 | 0.51% | +37,532+11.5% | 加碼 |
| Cresset Asset Management, LLC | 362,177 | $1.19 億 | 0.43% | +10,961+3.1% | 加碼 |
| Altshuler Shaham Ltd | 360,000 | $1.18 億 | 1.47% | +360,000 | 新進 |
| Principle Wealth Partners LLC | 357,917 | $1.17 億 | 5.78% | +1490.0% | 加碼 |
| Evelyn Partners Group Ltd | 357,839 | $1.17 億 | 2.19% | +357,839 | 新進 |
| Sapient Capital LLC | 351,479 | $1.15 億 | 1.51% | −14,756−4.0% | 減碼 |
| Becker Capital Management Inc | 347,316 | $1.14 億 | 3.06% | −2,763−0.8% | 減碼 |
| Berkshire Asset Management LLC | 346,587 | $1.13 億 | 4.45% | +247+0.1% | 加碼 |
| Edmond de Rothschild Holding S.A. | 343,644 | $1.12 億 | 1.48% | +15,017+4.6% | 加碼 |
| Cullen/Frost Bankers, Inc. | 343,499 | $1.12 億 | 1.11% | +2,107+0.6% | 加碼 |
| Flputnam Investment Management Co | 343,254 | $1.12 億 | 1.34% | −2,689−0.8% | 減碼 |
| Quadrature Capital Ltd | 343,067 | $1.12 億 | 0.96% | +239,077+229.9% | 加碼 |
| Stock Yards Bank & Trust Co | 342,484 | $1.12 億 | 3.21% | −4,007−1.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 325,514 | $1.10 億 | 2.07% | −2,821−0.9% | 減碼 |
| Pzena Investment Management LLC | 334,094 | $1.09 億 | 0.32% | −3,168−0.9% | 減碼 |
| Barr E S & Co | 333,377 | $1.09 億 | 6.12% | −8,090−2.4% | 減碼 |
| Achmea Investment Management B.V. | 332,824 | $1.09 億 | 2.73% | −45,147−11.9% | 減碼 |
| Henshaw Capital LLC | 332,564 | $1.09 億 | 3.54% | −4,575−1.4% | 減碼 |
| Citizens Financial Group Inc | 331,758 | $1.09 億 | 1.31% | −19,380−5.5% | 減碼 |
| DJE Kapital AG | 315,080 | $1.08 億 | 2.04% | +47,122+17.6% | 加碼 |
| Hancock Whitney Corp | 330,704 | $1.08 億 | 1.80% | −7,536−2.2% | 減碼 |
| Waters Parkerson & Co., LLC | 330,333 | $1.08 億 | 5.33% | −8,312−2.5% | 減碼 |
| Vaughan David Investments LLC | 329,846 | $1.08 億 | 2.15% | −764−0.2% | 減碼 |
| Raiffeisen Bank International AG | 327,698 | $1.08 億 | 1.27% | −1,270−0.4% | 減碼 |
| Oregon Public Employees Retirement Fund | 329,476 | $1.08 億 | 1.16% | +20,704+6.7% | 加碼 |
| Vontobel Holding Ltd. | 328,793 | $1.08 億 | 0.36% | −2,387−0.7% | 減碼 |
| Mediolanum International Funds Ltd | 326,002 | $1.07 億 | 0.92% | −1620.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 325,397 | $1.07 億 | 1.17% | −20,432−5.9% | 減碼 |