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 |
|---|---|---|---|---|---|
| Perfromance Wealth Partners, LLC | 219,412 | $7,182 萬 | 1.78% | +3,120+1.4% | 加碼 |
| Aristotle Atlantic Partners, LLC | 217,720 | $7,127 萬 | 2.95% | +3,287+1.5% | 加碼 |
| Ossiam | 217,315 | $7,113 萬 | 0.94% | +196,502+944.1% | 加碼 |
| Seizert Capital Partners, LLC | 216,882 | $7,099 萬 | 2.93% | −8,021−3.6% | 減碼 |
| Trust Co of Vermont | 215,608 | $7,057 萬 | 2.63% | +215,608 | 新進 |
| Destination Wealth Management | 214,857 | $7,033 萬 | 1.64% | −955−0.4% | 減碼 |
| Pensionmark Financial Group, LLC | 235,534 | $6,949 萬 | 1.15% | −5,404−2.2% | 減碼 |
| GW&K Investment Management, LLC | 211,142 | $6,911 萬 | 0.54% | −3,391−1.6% | 減碼 |
| Kempen Capital Management N.V. | 210,989 | $6,906 萬 | 0.53% | +2,606+1.3% | 加碼 |
| Mizuho Securities USA LLC | 209,775 | $6,867 萬 | 1.11% | +46,778+28.7% | 加碼 |
| Atria Investments LLC | 209,540 | $6,859 萬 | 0.69% | +845+0.4% | 加碼 |
| Arkadios Wealth Advisors | 208,806 | $6,835 萬 | 1.05% | +4,895+2.4% | 加碼 |
| Gulf International Bank (UK) Ltd | 206,989 | $6,775 萬 | 1.34% | −3,431−1.6% | 減碼 |
| Kimelman & Baird, LLC | 206,537 | $6,761 萬 | 4.98% | −1,441−0.7% | 減碼 |
| Gradient Investments LLC | 205,948 | $6,741 萬 | 0.93% | +12,346+6.4% | 加碼 |
| Modera Wealth Management, LLC | 205,295 | $6,720 萬 | 0.72% | −6,780−3.2% | 減碼 |
| Spears Abacus Advisors LLC | 205,233 | $6,718 萬 | 1.19% | −3,987−1.9% | 減碼 |
| Crawford Investment Counsel Inc | 205,139 | $6,715 萬 | 1.12% | −519−0.3% | 減碼 |
| Oakworth Capital, Inc. | 203,525 | $6,709 萬 | 3.19% | +2,802+1.4% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 204,863 | $6,706 萬 | 2.05% | 00.0% | 不變 |
| Deprince Race & Zollo Inc | 204,646 | $6,699 萬 | 1.12% | −25,101−10.9% | 減碼 |
| We Are One Seven, LLC | 204,412 | $6,691 萬 | 1.11% | +38,684+23.3% | 加碼 |
| RiverFront Investment Group, LLC | 203,413 | $6,658 萬 | 0.88% | +12,517+6.6% | 加碼 |
| Pictet & Cie (Europe) SA | 202,264 | $6,621 萬 | 1.29% | −163−0.1% | 減碼 |
| Pacer Advisors, Inc. | 199,910 | $6,544 萬 | 0.17% | +64,970+48.1% | 加碼 |
| Dakota Wealth Management | 199,334 | $6,525 萬 | 1.25% | −22,027−10.0% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 198,905 | $6,511 萬 | 2.04% | +34,552+21.0% | 加碼 |
| Brinker Capital Investments, LLC | 198,839 | $6,509 萬 | 0.50% | −2,190−1.1% | 減碼 |
| Mill Capital Management, LLC | 198,650 | $6,502 萬 | 4.34% | +139+0.1% | 加碼 |
| Nomura Holdings Inc | 197,188 | $6,455 萬 | 0.27% | +150,164+319.3% | 加碼 |
| Mount Yale Investment Advisors, LLC | 196,682 | $6,438 萬 | 1.19% | +25,171+14.7% | 加碼 |
| Moody Lynn & Lieberson, LLC | 195,923 | $6,413 萬 | 3.38% | −5,542−2.8% | 減碼 |
| Meridian Wealth Management, LLC | 195,616 | $6,403 萬 | 1.98% | +2,528+1.3% | 加碼 |
| Northeast Investment Management | 194,762 | $6,375 萬 | 2.35% | +352+0.2% | 加碼 |
| Argent Capital Management LLC | 194,449 | $6,365 萬 | 2.01% | −10,455−5.1% | 減碼 |
| Klingenstein Fields & Co LP | 191,888 | $6,281 萬 | 2.20% | −1,091−0.6% | 減碼 |
| Ingalls & Snyder LLC | 191,298 | $6,262 萬 | 1.71% | −2,195−1.1% | 減碼 |
| Howe & Rusling Inc | 189,938 | $6,217 萬 | 3.61% | +3,638+2.0% | 加碼 |
| Modern Wealth Management, LLC | 189,020 | $6,187 萬 | 0.74% | +25,089+15.3% | 加碼 |
| Howard Capital Management Group, LLC | 188,440 | $6,168 萬 | 3.77% | −1,534−0.8% | 減碼 |
| Motley Fool Asset Management LLC | 188,228 | $6,161 萬 | 2.38% | −24,940−11.7% | 減碼 |
| Jefferies Financial Group Inc. | 187,957 | $6,152 萬 | 0.57% | +90,393+92.6% | 加碼 |
| Saudi Central Bank | 187,756 | $6,146 萬 | 0.81% | +87,274+86.9% | 加碼 |
| NS Partners Ltd | 187,157 | $6,126 萬 | 2.63% | −6,901−3.6% | 減碼 |
| Heritage Investors Management Corp | 185,967 | $6,087 萬 | 1.68% | −4,523−2.4% | 減碼 |
| Advisory Services Network, LLC | 185,812 | $6,082 萬 | 0.69% | +7,706+4.3% | 加碼 |
| Picton Mahoney Asset Management | 185,755 | $6,080 萬 | 0.56% | +58,380+45.8% | 加碼 |
| Lazard Freres Gestion S.A.S. | 185,508 | $6,072 萬 | 1.05% | +13,912+8.1% | 加碼 |
| Cornerstone Advisors, LLC | 184,785 | $6,049 萬 | 1.99% | +6,789+3.8% | 加碼 |
| LGT Fund Management Co Ltd. | 183,562 | $6,009 萬 | 2.50% | −16,912−8.4% | 減碼 |
| Allianz SE | 183,047 | $5,992 萬 | 0.63% | −989−0.5% | 減碼 |
| La Banque Postale Asset Management SA | 182,506 | $5,974 萬 | 0.60% | +46,637+34.3% | 加碼 |
| American Assets Investment Management, LLC | 259,400 | $5,964 萬 | 3.61% | −2,000,000−88.5% | 減碼 |
| St Germain D J Co Inc | 181,638 | $5,946 萬 | 2.14% | −2,551−1.4% | 減碼 |
| Harding Loevner LP | 181,377 | $5,938 萬 | 0.56% | +181,377 | 新進 |
| Nexus Investment Management ULC | 180,374 | $5,904 萬 | 7.70% | −6,005−3.2% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 176,488 | $5,777 萬 | 0.54% | +9,307+5.6% | 加碼 |
| Levin Capital Strategies, L.P. | 175,800 | $5,754 萬 | 3.87% | −1,527−0.9% | 減碼 |
| Summit Financial, LLC | 174,535 | $5,713 萬 | 0.63% | −21,704−11.1% | 減碼 |
| Clifford Swan Investment Counsel LLC | 174,259 | $5,704 萬 | 1.84% | −3,686−2.1% | 減碼 |
| Braun Stacey Associates Inc | 173,933 | $5,693 萬 | 1.61% | −4,219−2.4% | 減碼 |
| Benjamin Edwards Inc | 173,008 | $5,664 萬 | 0.52% | +14,779+9.3% | 加碼 |
| Kentucky Retirement Systems | 171,502 | $5,614 萬 | 1.39% | −138,862−44.7% | 減碼 |
| Snowden Capital Advisors LLC | 171,403 | $5,611 萬 | 1.33% | −6,770−3.8% | 減碼 |
| Randolph Co Inc | 171,309 | $5,607 萬 | 4.72% | +136+0.1% | 加碼 |
| Chesley Taft & Associates LLC | 171,069 | $5,600 萬 | 2.18% | −4,050−2.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 170,877 | $5,592 萬 | 0.35% | −90,277−34.6% | 減碼 |
| Eagle Global Advisors LLC | 170,365 | $5,577 萬 | 1.85% | −690.0% | 減碼 |
| South State Corp. | 169,973 | $5,564 萬 | 2.32% | +3,735+2.2% | 加碼 |
| Norinchukin Bank, The | 169,305 | $5,542 萬 | 0.54% | −2,850−1.7% | 減碼 |
| Capital International Sarl | 169,275 | $5,541 萬 | 0.78% | +1,739+1.0% | 加碼 |
| NFJ Investment Group, LLC | 168,025 | $5,500 萬 | 1.87% | +61,442+57.6% | 加碼 |
| Laird Norton Trust Company, LLC | 167,828 | $5,493 萬 | 1.06% | −1,405−0.8% | 減碼 |
| Farther Finance Advisors, LLC | 167,272 | $5,476 萬 | 0.43% | +24,292+17.0% | 加碼 |
| TCG Advisory Services, LLC | 166,772 | $5,459 萬 | 1.00% | +8,333+5.3% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 164,847 | $5,395 萬 | 0.26% | −17,550−9.6% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 164,655 | $5,390 萬 | 2.00% | −32,457−16.5% | 減碼 |
| Park Avenue Securities LLC | 164,625 | $5,389 萬 | 0.34% | +4,635+2.9% | 加碼 |
| Drexel Morgan & Co. | 163,589 | $5,355 萬 | 7.45% | 00.0% | 不變 |
| Generali Asset Management SPA SGR | 163,433 | $5,350 萬 | 0.97% | +9,743+6.3% | 加碼 |
| Central Trust Co | 163,219 | $5,343 萬 | 0.97% | −664−0.4% | 減碼 |
| Parsons Capital Management Inc | 162,510 | $5,319 萬 | 2.41% | −85,052−34.4% | 減碼 |
| Gamco Investors, Inc. Et Al | 162,491 | $5,319 萬 | 0.48% | −1,309−0.8% | 減碼 |
| Smith, Salley & Associates | 162,429 | $5,317 萬 | 2.31% | +1,342+0.8% | 加碼 |
| Wharton Business Group, LLC | 162,098 | $5,306 萬 | 1.77% | −305−0.2% | 減碼 |
| Estabrook Capital Management | 161,016 | $5,271 萬 | 7.14% | −1,291−0.8% | 減碼 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 160,900 | $5,267 萬 | 0.34% | 00.0% | 不變 |
| Choate Investment Advisors | 159,923 | $5,235 萬 | 0.92% | −910−0.6% | 減碼 |
| Rothschild Investment LLC | 159,525 | $5,222 萬 | 1.95% | +16,778+11.8% | 加碼 |
| RSM US Wealth Management LLC | 159,145 | $5,209 萬 | 0.57% | −6,763−4.1% | 減碼 |
| FreeGulliver LLC | 159,102 | $5,208 萬 | 18.36% | −631−0.4% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 159,053 | $5,206 萬 | 2.17% | −2,004−1.2% | 減碼 |
| Cambiar Investors LLC | 158,924 | $5,202 萬 | 2.26% | −505−0.3% | 減碼 |
| Fukoku Mutual Life Insurance Co | 158,696 | $5,195 萬 | 3.02% | +4,059+2.6% | 加碼 |
| Jupiter Asset Management Ltd | 158,424 | $5,186 萬 | 0.26% | +23,981+17.8% | 加碼 |
| Marco Investment Management LLC | 157,783 | $5,165 萬 | 3.40% | +700.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 153,504 | $5,150 萬 | 1.32% | +4,876+3.3% | 加碼 |
| Maple Capital Management, Inc. | 156,748 | $5,131 萬 | 3.05% | −2,916−1.8% | 減碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 156,450 | $5,121 萬 | 1.16% | −318,133−67.0% | 減碼 |
| First National Bank of Omaha | 155,692 | $5,107 萬 | 1.44% | −15,565−9.1% | 減碼 |