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 Long Island Investors, LLC | 116,356 | $3,809 萬 | 2.70% | +480.0% | 加碼 |
| Patten & Patten Inc | 116,320 | $3,808 萬 | 2.02% | −693−0.6% | 減碼 |
| Resources Investment Advisors, LLC. | 115,785 | $3,790 萬 | 0.32% | +7,278+6.7% | 加碼 |
| Anchor Capital Advisors LLC | 115,282 | $3,774 萬 | 1.06% | −35,806−23.7% | 減碼 |
| Horizon Investments, LLC | 115,540 | $3,765 萬 | 0.42% | −15,814−12.0% | 減碼 |
| First Citizens Bank & Trust Co | 114,604 | $3,751 萬 | 0.56% | −37,727−24.8% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 114,574 | $3,750 萬 | 1.19% | −440−0.4% | 減碼 |
| Wealthspire Advisors, LLC | 114,563 | $3,750 萬 | 0.21% | +51,054+80.4% | 加碼 |
| Texas Yale Capital Corp. | 114,186 | $3,738 萬 | 0.81% | −450−0.4% | 減碼 |
| Nemes Rush Group LLC | 114,157 | $3,737 萬 | 3.09% | +2,546+2.3% | 加碼 |
| GAMMA Investing LLC | 114,132 | $3,736 萬 | 1.39% | +7,067+6.6% | 加碼 |
| Stonebridge Capital Advisors LLC | 113,983 | $3,731 萬 | 2.39% | −2,230−1.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 113,083 | $3,702 萬 | 0.64% | −3,714−3.2% | 減碼 |
| Talbot Financial, LLC | 112,910 | $3,696 萬 | 2.72% | +1,642+1.5% | 加碼 |
| Freestone Capital Holdings, LLC | 112,378 | $3,678 萬 | 0.96% | +7,092+6.7% | 加碼 |
| Hantz Financial Services, Inc. | 111,857 | $3,661 萬 | 0.50% | +1,827+1.7% | 加碼 |
| Dana Investment Advisors, Inc. | 111,619 | $3,654 萬 | 0.95% | −6,730−5.7% | 減碼 |
| Colonial Trust Advisors | 110,940 | $3,631 萬 | 2.53% | +718+0.7% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 110,715 | $3,624 萬 | 4.16% | +174+0.2% | 加碼 |
| Mission Wealth Management, LP | 110,524 | $3,618 萬 | 0.45% | +47,275+74.7% | 加碼 |
| Metis Global Partners, LLC | 110,375 | $3,613 萬 | 0.82% | −26,463−19.3% | 減碼 |
| Cary Street Partners Financial LLC | 110,329 | $3,611 萬 | 0.79% | +5,133+4.9% | 加碼 |
| Private Capital Management, LLC | 110,170 | $3,606 萬 | 3.27% | −1,776−1.6% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 110,073 | $3,603 萬 | 6.81% | −11,135−9.2% | 減碼 |
| Schwerin Boyle Capital Management Inc | 109,913 | $3,598 萬 | 4.41% | −1,700−1.5% | 減碼 |
| ARS Wealth Advisors Group, LLC | 109,673 | $3,590 萬 | 2.81% | −1,096−1.0% | 減碼 |
| Shufro Rose & Co LLC | 109,595 | $3,587 萬 | 2.06% | −4,403−3.9% | 減碼 |
| Hudson Bay Capital Management LP | 109,391 | $3,581 萬 | 0.17% | −88,385−44.7% | 減碼 |
| Private Management Group Inc | 109,133 | $3,572 萬 | 0.94% | −601−0.5% | 減碼 |
| Fullerton Fund Management Co Ltd. | 109,052 | $3,570 萬 | 2.29% | +103,614+1,905.4% | 加碼 |
| SCS Capital Management LLC | 108,904 | $3,565 萬 | 0.34% | −942−0.9% | 減碼 |
| Culbertson A N & Co Inc | 108,791 | $3,561 萬 | 4.15% | −694−0.6% | 減碼 |
| Sit Investment Associates Inc | 108,572 | $3,554 萬 | 0.67% | −3,329−3.0% | 減碼 |
| Palisade Capital Management LLC | 108,558 | $3,553 萬 | 1.55% | −9,743−8.2% | 減碼 |
| Resources Management Corp | 108,066 | $3,537 萬 | 4.46% | −2,427−2.2% | 減碼 |
| Alley Investment Management Company, LLC | 107,291 | $3,512 萬 | 4.10% | −2,462−2.2% | 減碼 |
| Polar Capital Holdings Plc | 107,219 | $3,510 萬 | 0.10% | −6,055−5.3% | 減碼 |
| Abner Herrman & Brock LLC | 106,960 | $3,501 萬 | 3.32% | −14,396−11.9% | 減碼 |
| Principal Securities, Inc. | 106,584 | $3,489 萬 | 0.42% | +3,990+3.9% | 加碼 |
| Stillwater Capital Advisors, LLC | 106,504 | $3,486 萬 | 3.56% | −757−0.7% | 減碼 |
| Oak Associates, Ltd | 106,443 | $3,484 萬 | 1.95% | −710−0.7% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 104,989 | $3,437 萬 | 0.72% | +2,015+2.0% | 加碼 |
| SS&H Financial Advisors, Inc. | 104,790 | $3,430 萬 | 8.77% | +104,790 | 新進 |
| ProVise Management Group, LLC | 104,741 | $3,428 萬 | 2.30% | +286+0.3% | 加碼 |
| Congress Asset Management Co | 104,517 | $3,421 萬 | 0.21% | −3,084−2.9% | 減碼 |
| KMG Fiduciary Partners, LLC | 104,464 | $3,419 萬 | 3.18% | −16,957−14.0% | 減碼 |
| Rossmore Private Capital | 104,381 | $3,417 萬 | 2.77% | +370+0.4% | 加碼 |
| CAPROCK Group, Inc. | 104,320 | $3,415 萬 | 0.65% | +4,664+4.7% | 加碼 |
| Insigneo Advisory Services, LLC | 104,033 | $3,405 萬 | 1.28% | +68,747+194.8% | 加碼 |
| Great Valley Advisor Group, Inc. | 103,960 | $3,403 萬 | 0.54% | +2,231+2.2% | 加碼 |
| Rothschild Capital Partners, LLC | 103,901 | $3,401 萬 | 7.32% | +808+0.8% | 加碼 |
| Lyell Wealth Management, LP | 103,574 | $3,390 萬 | 2.08% | +2,996+3.0% | 加碼 |
| Empirical Finance, LLC | 103,311 | $3,382 萬 | 1.41% | +3,073+3.1% | 加碼 |
| Absher Wealth Management, LLC | 103,185 | $3,378 萬 | 3.85% | −330.0% | 減碼 |
| Chicago Partners Investment Group LLC | 96,420 | $3,374 萬 | 0.68% | +2,743+2.9% | 加碼 |
| Callan Family Office, LLC | 102,480 | $3,354 萬 | 0.66% | +1,557+1.5% | 加碼 |
| Sumitomo Life Insurance Co | 102,165 | $3,344 萬 | 0.55% | −1,497−1.4% | 減碼 |
| Hosking Partners LLP | 102,010 | $3,339 萬 | 1.11% | −1,635−1.6% | 減碼 |
| BSN Capital Partners Ltd | 100,000 | $3,335 萬 | 1.51% | +100,000 | 新進 |
| Oak Harvest Investment Services | 101,694 | $3,329 萬 | 3.11% | +16,970+20.0% | 加碼 |
| Coldstream Capital Management Inc | 101,640 | $3,327 萬 | 0.42% | −3,661−3.5% | 減碼 |
| Thomasville National Bank | 101,633 | $3,327 萬 | 1.83% | +101,633 | 新進 |
| Bragg Financial Advisors, Inc | 101,376 | $3,318 萬 | 0.89% | +2,008+2.0% | 加碼 |
| Diversified Trust Co | 101,235 | $3,314 萬 | 0.53% | +724+0.7% | 加碼 |
| Harvest Portfolios Group Inc. | 101,104 | $3,309 萬 | 0.47% | −533−0.5% | 減碼 |
| Fiduciary Alliance LLC | 100,605 | $3,293 萬 | 2.23% | −18,774−15.7% | 減碼 |
| Gotham Asset Management, LLC | 100,082 | $3,276 萬 | 0.08% | −13,992−12.3% | 減碼 |
| Titan Investment Solutions Ltd | 99,954 | $3,272 萬 | 3.66% | +4,963+5.2% | 加碼 |
| Forbes J M & Co LLP | 99,800 | $3,267 萬 | 2.57% | +188+0.2% | 加碼 |
| Ritholtz Wealth Management | 99,633 | $3,261 萬 | 0.49% | +2,625+2.7% | 加碼 |
| Capital Group Private Client Services, Inc. | 99,547 | $3,258 萬 | 0.46% | −12,817−11.4% | 減碼 |
| Northwest & Ethical Investments L.P. | 99,488 | $3,257 萬 | 0.76% | +5,095+5.4% | 加碼 |
| CWA Asset Management Group, LLC | 99,413 | $3,254 萬 | 1.00% | +2,472+2.6% | 加碼 |
| Kornitzer Capital Management Inc | 99,333 | $3,251 萬 | 0.68% | −731−0.7% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 99,281 | $3,250 萬 | 2.37% | −310.0% | 減碼 |
| Mutual Advisors, LLC | 99,030 | $3,242 萬 | 0.61% | +758+0.8% | 加碼 |
| Old National Bancorp | 98,543 | $3,226 萬 | 0.64% | −6,537−6.2% | 減碼 |
| Clear Harbor Asset Management, LLC | 98,481 | $3,224 萬 | 2.02% | −6,571−6.3% | 減碼 |
| Level Four Advisory Services, LLC | 98,167 | $3,213 萬 | 0.91% | +2,944+3.1% | 加碼 |
| First Foundation Advisors | 97,905 | $3,205 萬 | 1.15% | −1,566−1.6% | 減碼 |
| Yarbrough Capital, LLC | 97,875 | $3,204 萬 | 0.96% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 97,875 | $3,204 萬 | 0.56% | −10,484−9.7% | 減碼 |
| United Bank | 97,846 | $3,203 萬 | 3.76% | −341−0.3% | 減碼 |
| Avanza Fonder AB | 97,703 | $3,198 萬 | 0.70% | +5,894+6.4% | 加碼 |
| Cidel Asset Management Inc | 97,432 | $3,189 萬 | 1.53% | +3,446+3.7% | 加碼 |
| Ballentine Partners, LLC | 96,996 | $3,175 萬 | 0.39% | −338−0.3% | 減碼 |
| Gillespie Robinson & Grimm Inc | 96,055 | $3,144 萬 | 2.00% | −1,045−1.1% | 減碼 |
| GDS Wealth Management | 95,954 | $3,141 萬 | 1.49% | +5,078+5.6% | 加碼 |
| Manning & Napier Advisors LLC | 94,965 | $3,128 萬 | 0.40% | −6,365−6.3% | 減碼 |
| Trust Co of Toledo NA | 95,364 | $3,122 萬 | 2.60% | −864−0.9% | 減碼 |
| Assenagon Asset Management S.A. | 95,313 | $3,120 萬 | 0.04% | +698+0.7% | 加碼 |
| Canada Post Corp Registered Pension Plan | 95,250 | $3,118 萬 | 1.09% | +2,945+3.2% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 95,120 | $3,114 萬 | 1.80% | +714+0.8% | 加碼 |
| Pallas Capital Advisors LLC | 94,790 | $3,103 萬 | 0.95% | +4,197+4.6% | 加碼 |
| Azimuth Capital Investment Management LLC | 94,747 | $3,101 萬 | 1.05% | −2,290−2.4% | 減碼 |
| Callahan Advisors, LLC | 94,588 | $3,096 萬 | 2.33% | −820−0.9% | 減碼 |
| Birch Hill Investment Advisors LLC | 94,380 | $3,089 萬 | 1.25% | −1,130−1.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 94,226 | $3,084 萬 | 1.50% | −3,143−3.2% | 減碼 |
| Lockheed Martin Investment Management Co | 94,089 | $3,080 萬 | 1.22% | −8,081−7.9% | 減碼 |
| Osborne Partners Capital Management, LLC | 93,527 | $3,061 萬 | 1.70% | −17,192−15.5% | 減碼 |