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 |
|---|---|---|---|---|---|
| Fort Sheridan Advisors LLC | 93,228 | $3,052 萬 | 3.29% | −94−0.1% | 減碼 |
| Easterly Investment Partners LLC | 93,158 | $3,049 萬 | 1.55% | +11,240+13.7% | 加碼 |
| Grimes & Company, Inc. | 93,017 | $3,045 萬 | 0.66% | −1,302−1.4% | 減碼 |
| Independence Bank of Kentucky | 92,790 | $3,037 萬 | 3.42% | −332−0.4% | 減碼 |
| Harbour Trust & Investment Management Co | 92,524 | $3,029 萬 | 2.92% | −846−0.9% | 減碼 |
| Albion Financial Group | 92,161 | $3,017 萬 | 1.75% | +80+0.1% | 加碼 |
| Leavell Investment Management, Inc. | 92,064 | $3,014 萬 | 1.10% | +1,369+1.5% | 加碼 |
| Ethic Inc. | 92,027 | $3,012 萬 | 0.38% | +8,322+9.9% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 91,856 | $3,007 萬 | 0.07% | −4,841−5.0% | 減碼 |
| GHP Investment Advisors, Inc. | 91,710 | $3,002 萬 | 1.10% | +809+0.9% | 加碼 |
| Arbejdsmarkedets Tillaegspension | 91,480 | $2,994 萬 | 0.65% | +4,830+5.6% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 90,555 | $2,964 萬 | 0.43% | +3,753+4.3% | 加碼 |
| Greenleaf Trust | 90,431 | $2,960 萬 | 0.28% | −340.0% | 減碼 |
| Polaris Capital Management, LLC | 90,291 | $2,955 萬 | 2.78% | −27,261−23.2% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 89,984 | $2,951 萬 | 0.96% | +59+0.1% | 加碼 |
| Quadrant Capital Group LLC | 90,075 | $2,948 萬 | 0.81% | −5,470−5.7% | 減碼 |
| Cincinnati Financial Corp | 90,000 | $2,946 萬 | 0.56% | 00.0% | 不變 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 89,911 | $2,943 萬 | 1.12% | −2,234−2.4% | 減碼 |
| Davis-Rea Ltd. | 89,501 | $2,930 萬 | 8.35% | −17,733−16.5% | 減碼 |
| Wedbush Securities Inc | 89,166 | $2,919 萬 | 0.75% | −3,408−3.7% | 減碼 |
| Cullen Investment Group, Ltd. | 89,073 | $2,916 萬 | 3.53% | −1,279−1.4% | 減碼 |
| Westpac Banking Corp | 88,855 | $2,908 萬 | 1.79% | +2,201+2.5% | 加碼 |
| Bourgeon Capital Management LLC | 88,712 | $2,904 萬 | 4.34% | −6,125−6.5% | 減碼 |
| MUFG Securities Americas Inc. | 88,605 | $2,900 萬 | 1.49% | +7,488+9.2% | 加碼 |
| Osmosis Investment Management UK Ltd | 88,370 | $2,893 萬 | 1.34% | −86,895−49.6% | 減碼 |
| Sienna Gestion | 86,434 | $2,879 萬 | 1.69% | −8,128−8.6% | 減碼 |
| Verdence Capital Advisors LLC | 87,633 | $2,869 萬 | 1.51% | +4,707+5.7% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 87,497 | $2,864 萬 | 0.09% | −3,910−4.3% | 減碼 |
| TritonPoint Partners, LLC | 87,436 | $2,862 萬 | 2.37% | +77,754+803.1% | 加碼 |
| Addenda Capital Inc. | 87,189 | $2,854 萬 | 0.78% | −1,321−1.5% | 減碼 |
| Moran Wealth Management, LLC | 86,958 | $2,846 萬 | 0.78% | +173+0.2% | 加碼 |
| Terry L. Blaker | 86,914 | $2,845 萬 | 1.00% | +7,827+9.9% | 加碼 |
| Fiduciary Group LLC | 86,519 | $2,832 萬 | 2.22% | −1,138−1.3% | 減碼 |
| Barlow Wealth Partners, Inc. | 85,274 | $2,819 萬 | 3.05% | +913+1.1% | 加碼 |
| Baldwin Brothers Inc | 86,040 | $2,816 萬 | 1.84% | +1,313+1.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 85,910 | $2,812 萬 | 0.33% | −361−0.4% | 減碼 |
| Calamos Wealth Management LLC | 85,773 | $2,808 萬 | 0.85% | −4,133−4.6% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 85,606 | $2,802 萬 | 1.40% | +763+0.9% | 加碼 |
| Signaturefd, LLC | 85,250 | $2,790 萬 | 0.37% | +1,374+1.6% | 加碼 |
| Edge Wealth Management LLC | 85,227 | $2,790 萬 | 4.70% | −2,085−2.4% | 減碼 |
| Guardian Partners Inc. | 85,096 | $2,785 萬 | 2.51% | −10,792−11.3% | 減碼 |
| Anderson Hoagland & Co | 85,086 | $2,785 萬 | 2.18% | −494−0.6% | 減碼 |
| WCG Wealth Advisors LLC | 84,933 | $2,780 萬 | 0.66% | +999+1.2% | 加碼 |
| Summitry LLC | 84,829 | $2,777 萬 | 0.91% | −360.0% | 減碼 |
| WoodTrust Financial Corp | 84,705 | $2,773 萬 | 3.29% | +11,586+15.8% | 加碼 |
| Buckingham Strategic Partners | 84,252 | $2,758 萬 | 0.23% | +4,684+5.9% | 加碼 |
| Red Door Wealth Management, LLC | 84,114 | $2,753 萬 | 2.51% | +1,029+1.2% | 加碼 |
| Aviance Capital Partners, LLC | 83,837 | $2,744 萬 | 2.85% | +2,710+3.3% | 加碼 |
| Webster Bank, N. A. | 83,576 | $2,736 萬 | 2.37% | −3,589−4.1% | 減碼 |
| Rockland Trust Co | 83,244 | $2,725 萬 | 1.07% | −5,365−6.1% | 減碼 |
| OpenArc Corporate Advisory, LLC | 83,239 | $2,725 萬 | 0.32% | +2,559+3.2% | 加碼 |
| Trust Co of Virginia | 83,227 | $2,724 萬 | 2.06% | −1,523−1.8% | 減碼 |
| North Star Asset Management Inc | 83,084 | $2,720 萬 | 1.07% | −845−1.0% | 減碼 |
| Dearborn Partners LLC | 83,018 | $2,717 萬 | 1.54% | −138−0.2% | 減碼 |
| Boston Private Wealth LLC | 82,982 | $2,716 萬 | 1.71% | −11,629−12.3% | 減碼 |
| Woodmont Investment Counsel LLC | 82,732 | $2,708 萬 | 1.48% | +170.0% | 加碼 |
| Peak Asset Management, LLC | 82,577 | $2,703 萬 | 3.97% | +5,406+7.0% | 加碼 |
| Meeder Advisory Services, Inc. | 82,381 | $2,697 萬 | 0.99% | +1,946+2.4% | 加碼 |
| Westchester Capital Management, Inc. | 82,058 | $2,686 萬 | 4.84% | −1,355−1.6% | 減碼 |
| Fairview Capital Investment Management, LLC | 81,981 | $2,683 萬 | 1.42% | +5,440+7.1% | 加碼 |
| Rempart Asset Management Inc. | 81,980 | $2,683 萬 | 5.50% | −4,880−5.6% | 減碼 |
| Canandaigua National Bank & Trust Co | 81,950 | $2,682 萬 | 2.26% | +81,950 | 新進 |
| Turtle Creek Wealth Advisors, LLC | 81,865 | $2,680 萬 | 1.41% | +9,527+13.2% | 加碼 |
| Motco | 81,786 | $2,677 萬 | 2.29% | −636−0.8% | 減碼 |
| Tritonpoint Wealth, LLC | 81,693 | $2,674 萬 | 2.63% | −2,023−2.4% | 減碼 |
| Cohen Capital Management, Inc. | 81,681 | $2,674 萬 | 3.64% | −4,147−4.8% | 減碼 |
| Dynamic Advisor Solutions LLC | 81,651 | $2,673 萬 | 0.76% | +620+0.8% | 加碼 |
| Ascent Group, LLC | 81,618 | $2,672 萬 | 0.80% | −949−1.1% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 81,539 | $2,669 萬 | 2.18% | −916−1.1% | 減碼 |
| CTC LLC | 81,497 | $2,668 萬 | 1.57% | +81,497 | 新進 |
| JGP Wealth Management, LLC | 81,331 | $2,662 萬 | 2.39% | +893+1.1% | 加碼 |
| Fidelis Capital Partners, LLC | 81,211 | $2,658 萬 | 1.53% | +8,657+11.9% | 加碼 |
| Cadinha & Co LLC | 81,210 | $2,658 萬 | 3.94% | +48,634+149.3% | 加碼 |
| King Wealth | 80,935 | $2,649 萬 | 2.90% | +50+0.1% | 加碼 |
| SNS Financial Group, LLC | 80,885 | $2,648 萬 | 0.51% | +78,586+3,418.3% | 加碼 |
| Nixon Peabody Trust Co | 80,182 | $2,625 萬 | 1.86% | −121−0.2% | 減碼 |
| Rice Partnership, LLC | 80,160 | $2,624 萬 | 3.18% | −1,268−1.6% | 減碼 |
| General American Investors Co Inc | 80,000 | $2,619 萬 | 1.59% | 00.0% | 不變 |
| Archon Partners LLC | 80,000 | $2,619 萬 | 2.80% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 79,821 | $2,613 萬 | 1.02% | −9,775−10.9% | 減碼 |
| Venturi Wealth Management, LLC | 79,433 | $2,600 萬 | 1.01% | +497+0.6% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 79,362 | $2,598 萬 | 2.23% | +11,037+16.2% | 加碼 |
| Diversify Wealth Management, LLC | 72,679 | $2,589 萬 | 0.43% | +1,090+1.5% | 加碼 |
| Diversify Advisory Services, LLC | 72,679 | $2,589 萬 | 0.43% | +68,151+1,505.1% | 加碼 |
| Montag A & Associates Inc | 79,072 | $2,588 萬 | 1.09% | −3,195−3.9% | 減碼 |
| Thoroughbred Financial Services, LLC | 78,969 | $2,585 萬 | 1.24% | +233+0.3% | 加碼 |
| North Dakota State Investment Board | 78,820 | $2,580 萬 | 1.05% | +102+0.1% | 加碼 |
| Advisors Asset Management, Inc. | 78,621 | $2,574 萬 | 0.39% | +2,116+2.8% | 加碼 |
| Cypress Capital Group | 78,303 | $2,563 萬 | 2.39% | +6,396+8.9% | 加碼 |
| Willis Investment Counsel | 77,798 | $2,547 萬 | 1.21% | −81−0.1% | 減碼 |
| SlateStone Wealth, LLC | 77,730 | $2,544 萬 | 1.95% | +960+1.3% | 加碼 |
| Burns J W & Co Inc | 77,579 | $2,539 萬 | 2.65% | −1,579−2.0% | 減碼 |
| Cyndeo Wealth Partners, LLC | 77,465 | $2,536 萬 | 1.19% | −39−0.1% | 減碼 |
| Atomi Financial Group, Inc. | 77,143 | $2,525 萬 | 0.66% | +1,312+1.7% | 加碼 |
| JB Capital LLC | 77,083 | $2,523 萬 | 0.87% | +4,115+5.6% | 加碼 |
| Whitener Capital Management, Inc. | 77,075 | $2,523 萬 | 5.34% | +205+0.3% | 加碼 |
| Trajan Wealth LLC | 76,924 | $2,518 萬 | 0.95% | +8,801+12.9% | 加碼 |
| Baxter Bros Inc | 76,917 | $2,518 萬 | 2.91% | +993+1.3% | 加碼 |
| Moneta Group Investment Advisors LLC | 76,436 | $2,502 萬 | 0.19% | +1,651+2.2% | 加碼 |
| Washington Trust Bank | 76,431 | $2,502 萬 | 1.75% | −9,518−11.1% | 減碼 |