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 |
|---|---|---|---|---|---|
| First National Trust Co | 155,919 | $5,104 萬 | 1.73% | −20,901−11.8% | 減碼 |
| Allen Investment Management LLC | 155,655 | $5,095 萬 | 0.60% | +94+0.1% | 加碼 |
| Blue Chip Partners, Inc. | 154,400 | $5,054 萬 | 3.19% | +767+0.5% | 加碼 |
| Franklin Street Advisors Inc | 154,156 | $5,046 萬 | 2.82% | +10,733+7.5% | 加碼 |
| Farmers & Merchants Investments Inc | 153,996 | $5,041 萬 | 1.22% | +1,567+1.0% | 加碼 |
| First Horizon Corp | 152,877 | $5,004 萬 | 1.93% | −3,811−2.4% | 減碼 |
| Delaney Capital Management Ltd. | 152,800 | $5,002 萬 | 7.91% | +3,733+2.5% | 加碼 |
| Fisher Funds Management LTD | 151,953 | $4,974 萬 | 1.42% | +10.0% | 加碼 |
| Wilsey Asset Management Inc | 151,901 | $4,972 萬 | 7.30% | +3,385+2.3% | 加碼 |
| Smith Group Asset Management, LLC | 151,610 | $4,963 萬 | 2.02% | +10,917+7.8% | 加碼 |
| Bailard, Inc. | 151,505 | $4,959 萬 | 1.01% | +1,158+0.8% | 加碼 |
| Discovery Capital Management, LLC | 151,300 | $4,953 萬 | 2.06% | −3,400−2.2% | 減碼 |
| Prime Capital Investment Advisors, LLC | 151,129 | $4,947 萬 | 0.48% | +6,636+4.6% | 加碼 |
| MMBG Investment Advisors Co. | 150,943 | $4,941 萬 | 3.91% | +6,922+4.8% | 加碼 |
| Highland Capital Management, LLC | 150,626 | $4,930 萬 | 2.27% | −7,795−4.9% | 減碼 |
| Kingsview Wealth Management, LLC | 150,478 | $4,926 萬 | 0.60% | −3,660−2.4% | 減碼 |
| Fishman Jay A Ltd | 150,214 | $4,917 萬 | 3.91% | −1,819−1.2% | 減碼 |
| Bollard Group LLC | 149,952 | $4,908 萬 | 1.49% | +3,383+2.3% | 加碼 |
| Vident Advisory, LLC | 149,682 | $4,900 萬 | 0.36% | −14,073−8.6% | 減碼 |
| Triglav Skladi, D.O.O. | 149,596 | $4,896 萬 | 2.58% | +7,921+5.6% | 加碼 |
| Hartford Investment Management Co | 148,204 | $4,851 萬 | 1.38% | −5,479−3.6% | 減碼 |
| Brandes Investment Partners, LP | 147,529 | $4,829 萬 | 0.34% | +1,867+1.3% | 加碼 |
| Madison Asset Management, LLC | 147,323 | $4,822 萬 | 0.57% | +5,181+3.6% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 145,973 | $4,778 萬 | 0.91% | +2,720+1.9% | 加碼 |
| Wesleyan Assurance Society | 145,884 | $4,773 萬 | 2.41% | +280+0.2% | 加碼 |
| Los Angeles Capital Management LLC | 145,381 | $4,759 萬 | 0.17% | −192,130−56.9% | 減碼 |
| Fifth Third Wealth Advisors LLC | 145,144 | $4,751 萬 | 1.33% | +4,032+2.9% | 加碼 |
| CSM Advisors, LLC | 144,025 | $4,714 萬 | 1.01% | −2,499−1.7% | 減碼 |
| Maryland State Retirement & Pension System | 143,851 | $4,709 萬 | 0.81% | +7,176+5.3% | 加碼 |
| Voloridge Investment Management, LLC | 143,170 | $4,686 萬 | 0.20% | −349,486−70.9% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 142,989 | $4,681 萬 | 1.75% | +1,714+1.2% | 加碼 |
| Brookstone Capital Management | 142,934 | $4,679 萬 | 0.47% | +39,033+37.6% | 加碼 |
| AIA Group Ltd | 142,918 | $4,678 萬 | 0.59% | −59,346−29.3% | 減碼 |
| Banque Transatlantique SA | 142,029 | $4,675 萬 | 1.01% | +82,470+138.5% | 加碼 |
| Carret Asset Management, LLC | 142,669 | $4,670 萬 | 4.08% | −1,977−1.4% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 141,609 | $4,635 萬 | 1.08% | −11,866−7.7% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 141,369 | $4,627 萬 | 1.68% | +9,869+7.5% | 加碼 |
| Private Wealth Partners, LLC | 140,251 | $4,591 萬 | 3.30% | −10,608−7.0% | 減碼 |
| Osterweis Capital Management Inc | 140,002 | $4,583 萬 | 2.16% | −1,451−1.0% | 減碼 |
| Central Securities Corp | 140,000 | $4,583 萬 | 3.42% | 00.0% | 不變 |
| Noesis Capital Mangement Corp | 139,566 | $4,568 萬 | 5.49% | +3,737+2.8% | 加碼 |
| Bleakley Financial Group, LLC | 139,437 | $4,564 萬 | 0.58% | +7,635+5.8% | 加碼 |
| Chicago Capital, LLC | 139,172 | $4,556 萬 | 1.10% | +214+0.2% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 138,684 | $4,540 萬 | 0.85% | +133,764+2,718.8% | 加碼 |
| Summit Trail Advisors, LLC | 137,531 | $4,502 萬 | 0.57% | −2,683−1.9% | 減碼 |
| Louisiana State Employees Retirement System | 136,900 | $4,481 萬 | 0.66% | −500−0.4% | 減碼 |
| Intech Investment Management LLC | 136,891 | $4,481 萬 | 0.41% | −4,052−2.9% | 減碼 |
| Parallel Advisors, LLC | 136,858 | $4,480 萬 | 0.68% | +1,344+1.0% | 加碼 |
| Lowe Brockenbrough & Co Inc | 136,772 | $4,477 萬 | 1.99% | −1,696−1.2% | 減碼 |
| Kanawha Capital Management LLC | 136,735 | $4,476 萬 | 2.91% | −258−0.2% | 減碼 |
| Axxcess Wealth Management, LLC | 136,590 | $4,471 萬 | 0.71% | +6,515+5.0% | 加碼 |
| Community Trust & Investment Co | 136,556 | $4,470 萬 | 2.31% | −1,528−1.1% | 減碼 |
| 71 West Capital Partners | 136,313 | $4,462 萬 | 1.54% | +7,285+5.6% | 加碼 |
| First American Bank | 136,259 | $4,460 萬 | 2.49% | +204+0.1% | 加碼 |
| Penobscot Investment Management Company, Inc. | 135,777 | $4,444 萬 | 3.05% | −1,084−0.8% | 減碼 |
| Segall Bryant & Hamill, LLC | 135,428 | $4,433 萬 | 0.53% | +27,100+25.0% | 加碼 |
| Miracle Mile Advisors, LLC | 135,192 | $4,425 萬 | 0.52% | +1,623+1.2% | 加碼 |
| Independent Advisor Alliance | 134,957 | $4,418 萬 | 1.03% | +4,113+3.1% | 加碼 |
| LMCG Investments, LLC | 134,321 | $4,397 萬 | 2.35% | −3,248−2.4% | 減碼 |
| Conning Inc. | 134,209 | $4,393 萬 | 1.32% | −2,504−1.8% | 減碼 |
| New Mexico Educational Retirement Board | 134,050 | $4,388 萬 | 1.10% | +7,400+5.8% | 加碼 |
| WSFS Capital Management, LLC | 133,139 | $4,358 萬 | 1.90% | +691+0.5% | 加碼 |
| Verition Fund Management LLC | 132,952 | $4,352 萬 | 0.31% | +26,416+24.8% | 加碼 |
| Matrix Asset Advisors Inc | 132,893 | $4,350 萬 | 3.54% | −1,642−1.2% | 減碼 |
| Perigon Wealth Management, LLC | 132,182 | $4,327 萬 | 0.69% | −311−0.2% | 減碼 |
| Valeo Financial Advisors, LLC | 130,662 | $4,277 萬 | 0.90% | −637−0.5% | 減碼 |
| Martingale Asset Management L P | 130,544 | $4,273 萬 | 1.01% | +4,562+3.6% | 加碼 |
| AlphaCore Capital LLC | 130,321 | $4,266 萬 | 0.78% | +36,190+38.4% | 加碼 |
| Narwhal Capital Management | 129,578 | $4,241 萬 | 2.93% | −231−0.2% | 減碼 |
| Neville Rodie & Shaw Inc | 128,730 | $4,214 萬 | 2.73% | −1,712−1.3% | 減碼 |
| Squarepoint Ops LLC | 128,664 | $4,212 萬 | 0.08% | −87,140−40.4% | 減碼 |
| Global Retirement Partners, LLC | 127,872 | $4,186 萬 | 0.64% | +127,872 | 新進 |
| Ostrum Asset Management | 126,799 | $4,151 萬 | 2.00% | +361+0.3% | 加碼 |
| Bridgeway Capital Management, LLC | 126,582 | $4,143 萬 | 0.73% | +3,189+2.6% | 加碼 |
| DKRT Investments Corp. | 125,000 | $4,092 萬 | 10.00% | 00.0% | 不變 |
| Fred Alger Management, LLC | 124,930 | $4,089 萬 | 0.14% | +2,986+2.4% | 加碼 |
| Ceredex Value Advisors LLC | 124,557 | $4,077 萬 | 1.15% | −16,867−11.9% | 減碼 |
| Appleton Partners Inc | 124,463 | $4,074 萬 | 2.50% | −2,127−1.7% | 減碼 |
| Verity & Verity, LLC | 124,033 | $4,060 萬 | 2.79% | −1,114−0.9% | 減碼 |
| Moors & Cabot, Inc. | 123,524 | $4,043 萬 | 1.57% | −2,158−1.7% | 減碼 |
| Heritage Wealth Advisors | 123,143 | $4,031 萬 | 1.38% | −2,198−1.8% | 減碼 |
| LaFleur & Godfrey LLC | 122,829 | $4,021 萬 | 4.77% | −2,510−2.0% | 減碼 |
| NBT Bank N A | 122,789 | $4,019 萬 | 2.66% | −2,219−1.8% | 減碼 |
| Tower Bridge Advisors | 122,394 | $4,006 萬 | 3.61% | −3,137−2.5% | 減碼 |
| Payden & Rygel | 121,650 | $3,982 萬 | 3.06% | +1,800+1.5% | 加碼 |
| WestEnd Advisors, LLC | 121,431 | $3,975 萬 | 0.89% | −14,869−10.9% | 減碼 |
| HBK Sorce Advisory LLC | 110,636 | $3,975 萬 | 0.78% | +1,415+1.3% | 加碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 120,843 | $3,956 萬 | 1.19% | +7,307+6.4% | 加碼 |
| Holocene Advisors, LP | 120,442 | $3,942 萬 | 0.09% | −278,913−69.8% | 減碼 |
| BLB&B Advisors, LLC | 118,791 | $3,888 萬 | 1.42% | −887−0.7% | 減碼 |
| Adell Harriman & Carpenter Inc | 118,553 | $3,881 萬 | 1.99% | +1,636+1.4% | 加碼 |
| Foster Dykema Cabot & Partners, LLC | 118,488 | $3,878 萬 | 2.25% | +140.0% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 118,358 | $3,874 萬 | 0.51% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 118,264 | $3,871 萬 | 1.12% | −138−0.1% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 117,984 | $3,862 萬 | 3.83% | −1,893−1.6% | 減碼 |
| Woodbridge Co Ltd | 117,593 | $3,849 萬 | 0.15% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 115,433 | $3,847 萬 | 1.22% | −2,388−2.0% | 減碼 |
| Dodge & Cox | 117,130 | $3,834 萬 | 0.02% | −1,325−1.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 116,871 | $3,826 萬 | 1.19% | +20,594+21.4% | 加碼 |
| Villere St Denis J & Co LLC | 116,855 | $3,825 萬 | 4.57% | −11,274−8.8% | 減碼 |