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 |
|---|---|---|---|---|---|
| Andra AP-fonden | 322,085 | $1.05 億 | 1.21% | −60,600−15.8% | 減碼 |
| Fort Washington Investment Advisors Inc | 318,112 | $1.04 億 | 0.52% | +2,803+0.9% | 加碼 |
| Meyer Handelman Co | 317,169 | $1.04 億 | 2.94% | +3,895+1.2% | 加碼 |
| E. Ohman J:or Asset Management AB | 316,051 | $1.03 億 | 2.41% | +41,537+15.1% | 加碼 |
| Prudential PLC | 315,680 | $1.03 億 | 0.73% | +42,894+15.7% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 314,532 | $1.03 億 | 1.62% | +2,563+0.8% | 加碼 |
| Global Frontier Investments LLC | 314,000 | $1.03 億 | 17.69% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 311,115 | $1.02 億 | 2.48% | +39,286+14.5% | 加碼 |
| Fiduciary Trust Co | 308,296 | $1.01 億 | 1.10% | −5,066−1.6% | 減碼 |
| Private Advisor Group, LLC | 306,392 | $1.00 億 | 0.46% | −59,002−16.1% | 減碼 |
| Mutual of America Capital Management LLC | 303,176 | $9,924 萬 | 0.97% | +303,176 | 新進 |
| OP Asset Management Ltd | 302,068 | $9,888 萬 | 1.05% | +20,516+7.3% | 加碼 |
| Aptus Capital Advisors, LLC | 301,725 | $9,876 萬 | 0.72% | +4,383+1.5% | 加碼 |
| Donaldson Capital Management, LLC | 300,144 | $9,825 萬 | 2.81% | −42,176−12.3% | 減碼 |
| Park National Corp | 299,326 | $9,798 萬 | 2.74% | −4,368−1.4% | 減碼 |
| Wesbanco Bank Inc | 298,981 | $9,787 萬 | 2.43% | +730.0% | 加碼 |
| First Manhattan Co | 294,172 | $9,629 萬 | 0.25% | +900+0.3% | 加碼 |
| Yousif Capital Management, LLC | 293,651 | $9,612 萬 | 1.08% | −21,186−6.7% | 減碼 |
| Atlantic Union Bankshares Corp | 291,617 | $9,546 萬 | 1.59% | −652−0.2% | 減碼 |
| BNP Paribas | 290,350 | $9,487 萬 | 2.57% | +16,474+6.0% | 加碼 |
| Argent Trust Co | 289,302 | $9,470 萬 | 2.74% | +3,017+1.1% | 加碼 |
| Ofi Invest Asset Management | 327,756 | $9,448 萬 | 0.94% | −5,168−1.6% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 288,483 | $9,443 萬 | 4.79% | −9,483−3.2% | 減碼 |
| Jane Street Group, LLC | 287,113 | $9,398 萬 | 0.06% | −452,981−61.2% | 減碼 |
| Gabelli Funds LLC | 285,292 | $9,338 萬 | 0.60% | −12,191−4.1% | 減碼 |
| Milford Funds Ltd | 284,028 | $9,297 萬 | 1.51% | +95,513+50.7% | 加碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 283,200 | $9,270 萬 | 1.66% | +55,012+24.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 282,368 | $9,243 萬 | 0.11% | −67,225−19.2% | 減碼 |
| SRS Capital Advisors, Inc. | 279,772 | $9,158 萬 | 0.61% | +229,108+452.2% | 加碼 |
| IMC-Chicago, LLC | 279,599 | $9,152 萬 | 0.84% | +279,599 | 新進 |
| State of Alaska, Department of Revenue | 279,362 | $9,144 萬 | 0.91% | +10,973+4.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 277,039 | $9,068 萬 | 0.78% | +34,293+14.1% | 加碼 |
| Welch Group, LLC | 276,835 | $9,062 萬 | 3.10% | −169−0.1% | 減碼 |
| Crestwood Advisors Group LLC | 274,922 | $8,999 萬 | 1.33% | +7,997+3.0% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 274,631 | $8,990 萬 | 1.57% | −1,174−0.4% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 270,680 | $8,860 萬 | 1.26% | −27,951−9.4% | 減碼 |
| M&G Plc | 270,161 | $8,834 萬 | 0.44% | −14,810−5.2% | 減碼 |
| Chilton Capital Management LLC | 268,794 | $8,798 萬 | 2.78% | −14,516−5.1% | 減碼 |
| Westwood Holdings Group Inc. | 264,218 | $8,649 萬 | 0.65% | −89,750−25.4% | 減碼 |
| Clearstead Advisors, LLC | 263,732 | $8,633 萬 | 0.82% | −26,197−9.0% | 減碼 |
| Massmutual Trust Co FSB | 263,591 | $8,628 萬 | 2.23% | +5,711+2.2% | 加碼 |
| Equitable Holdings, Inc. | 263,530 | $8,626 萬 | 0.52% | −25,590−8.9% | 減碼 |
| North Star Investment Management Corp. | 262,927 | $8,606 萬 | 4.68% | −1,162−0.4% | 減碼 |
| Ancora Advisors, LLC | 261,581 | $8,562 萬 | 1.66% | −18,776−6.7% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 261,453 | $8,558 萬 | 2.13% | +3,424+1.3% | 加碼 |
| Country Trust Bank | 259,654 | $8,499 萬 | 1.49% | +3,255+1.3% | 加碼 |
| HB Wealth Management, LLC | 259,187 | $8,484 萬 | 0.48% | +1,353+0.5% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 258,869 | $8,474 萬 | 5.28% | −11,703−4.3% | 減碼 |
| RNC Capital Management LLC | 258,829 | $8,472 萬 | 3.49% | −808−0.3% | 減碼 |
| Capital Fund Management S.A. | 256,815 | $8,406 萬 | 0.60% | +57,895+29.1% | 加碼 |
| Venture Visionary Partners LLC | 256,731 | $8,404 萬 | 2.34% | +8,468+3.4% | 加碼 |
| CBOE Vest Financial, LLC | 255,362 | $8,359 萬 | 0.88% | +17,434+7.3% | 加碼 |
| Longaeva Partners L.P. | 254,986 | $8,346 萬 | 2.41% | +254,986 | 新進 |
| iA Global Asset Management Inc. | 252,825 | $8,276 萬 | 0.98% | −10,330−3.9% | 減碼 |
| Investment Management Corp of Ontario | 252,715 | $8,272 萬 | 1.05% | −95,002−27.3% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 252,550 | $8,267 萬 | 0.63% | 00.0% | 不變 |
| Vise Technologies, Inc. | 251,991 | $8,248 萬 | 0.93% | +119,974+90.9% | 加碼 |
| Meitav Dash Investments Ltd | 251,402 | $8,229 萬 | 0.55% | +14,111+5.9% | 加碼 |
| Allstate Corp | 250,584 | $8,202 萬 | 0.82% | −29,700−10.6% | 減碼 |
| Nicholas Company, Inc. | 248,520 | $8,135 萬 | 1.49% | +130+0.1% | 加碼 |
| Wilkinson Global Asset Management LLC | 248,470 | $8,133 萬 | 6.46% | −82,769−25.0% | 減碼 |
| TIAA Wealth Investment Management LLC | 248,345 | $8,129 萬 | 0.54% | +12,386+5.2% | 加碼 |
| Alyeska Investment Group, L.P. | 248,028 | $8,119 萬 | 0.21% | −84,499−25.4% | 減碼 |
| Silvercrest Asset Management Group LLC | 247,889 | $8,114 萬 | 0.53% | +11,742+5.0% | 加碼 |
| McDonald Capital Investors Inc | 247,821 | $8,112 萬 | 5.92% | −20,435−7.6% | 減碼 |
| Bowen Hanes & Co Inc | 275,470 | $8,103 萬 | 1.97% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 245,528 | $8,037 萬 | 1.79% | −2,612−1.1% | 減碼 |
| Merit Financial Group, LLC | 245,022 | $8,020 萬 | 0.50% | +67,152+37.8% | 加碼 |
| Todd Asset Management LLC | 244,161 | $7,992 萬 | 1.42% | +19,994+8.9% | 加碼 |
| Salem Investment Counselors Inc | 242,447 | $7,936 萬 | 1.97% | +1,053+0.4% | 加碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 242,256 | $7,930 萬 | 0.27% | +5,470+2.3% | 加碼 |
| Tocqueville Asset Management L.P. | 240,659 | $7,878 萬 | 1.04% | −10,684−4.3% | 減碼 |
| Point72 Asset Management, L.P. | 239,772 | $7,848 萬 | 0.12% | +239,772 | 新進 |
| Americana Partners, LLC | 239,187 | $7,829 萬 | 1.76% | +15,822+7.1% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 239,030 | $7,823 萬 | 6.28% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 238,916 | $7,820 萬 | 0.57% | +4,910+2.1% | 加碼 |
| Voleon Capital Management LP | 238,577 | $7,809 萬 | 1.42% | +75,061+45.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 236,030 | $7,726 萬 | 0.78% | +703+0.3% | 加碼 |
| Capital Investment Advisors, LLC | 235,686 | $7,715 萬 | 1.02% | +2,147+0.9% | 加碼 |
| Integrated Wealth Concepts LLC | 233,142 | $7,631 萬 | 0.50% | +35,582+18.0% | 加碼 |
| Elo Mutual Pension Insurance Co | 232,892 | $7,623 萬 | 0.98% | +46,413+24.9% | 加碼 |
| Cornerstone Investment Partners, LLC | 231,074 | $7,564 萬 | 2.53% | +62,133+36.8% | 加碼 |
| Illinois Municipal Retirement Fund | 230,826 | $7,556 萬 | 0.85% | −4,983−2.1% | 減碼 |
| Prospera Financial Services Inc | 229,858 | $7,527 萬 | 1.09% | −2,170−0.9% | 減碼 |
| Aviso Financial Inc. | 228,890 | $7,492 萬 | 2.61% | −3,903−1.7% | 減碼 |
| Washington Trust Co | 228,325 | $7,474 萬 | 2.32% | −3,688−1.6% | 減碼 |
| KCM Investment Advisors LLC | 227,545 | $7,448 萬 | 2.21% | +2,791+1.2% | 加碼 |
| Roffman Miller Associates Inc | 227,318 | $7,441 萬 | 3.89% | −4,384−1.9% | 減碼 |
| Danica Pension, Livsforsikringsaktieselskab | 227,154 | $7,435 萬 | 1.19% | −33,203−12.8% | 減碼 |
| Savant Capital, LLC | 221,096 | $7,435 萬 | 0.22% | +66,950+43.4% | 加碼 |
| Guggenheim Capital LLC | 226,975 | $7,430 萬 | 0.48% | −1,562−0.7% | 減碼 |
| Foundations Investment Advisors, LLC | 226,670 | $7,420 萬 | 0.76% | +15,922+7.6% | 加碼 |
| Main Street Research LLC | 226,299 | $7,407 萬 | 3.50% | +2,537+1.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 225,657 | $7,386 萬 | 0.96% | −12,557−5.3% | 減碼 |
| ZWJ Investment Counsel Inc | 225,108 | $7,368 萬 | 2.38% | +4,944+2.2% | 加碼 |
| Bokf, NA | 223,025 | $7,300 萬 | 1.01% | −1,082−0.5% | 減碼 |
| Baker Avenue Asset Management, LP | 221,738 | $7,258 萬 | 1.38% | +9,617+4.5% | 加碼 |
| Apollon Wealth Management, LLC | 221,179 | $7,240 萬 | 0.88% | +2,099+1.0% | 加碼 |
| Sterling Capital Management LLC | 221,144 | $7,239 萬 | 1.23% | −15,391−6.5% | 減碼 |
| Busey Wealth Management | 220,073 | $7,204 萬 | 1.75% | −645−0.3% | 減碼 |