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 5,157 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
- 5,157
- 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 2,117 家減碼
另有 68 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Avid Wealth Partners LLC | 2,211 | $72.4 萬 | 0.35% | −151−6.4% | 減碼 |
| Wealth Advisors Northwest LLC | 2,213 | $72.5 萬 | 0.25% | +144+7.0% | 加碼 |
| Gratus Wealth Advisors, LLC | 2,213 | $72.5 萬 | 0.09% | −64−2.8% | 減碼 |
| Compton Financial Group, LLC | 2,214 | $72.5 萬 | 0.14% | 00.0% | 不變 |
| Copley Financial Group, Inc. | 2,218 | $72.6 萬 | 0.44% | −481−17.8% | 減碼 |
| Southern Capital Advisors, LLC | 2,218 | $72.6 萬 | 0.30% | +10+0.5% | 加碼 |
| Dynamic Wealth Strategies, LLC | 2,220 | $72.7 萬 | 0.39% | +39+1.8% | 加碼 |
| Wealthcare Capital Management LLC | 2,222 | $72.7 萬 | 0.07% | −7−0.3% | 減碼 |
| Oxbow Advisors, LLC | 2,226 | $72.9 萬 | 0.06% | +1,224+122.2% | 加碼 |
| Vilga Financial Planning LLC | 2,229 | $73.0 萬 | 0.55% | +48+2.2% | 加碼 |
| OneAscent Investment Solutions LLC | 2,231 | $73.0 萬 | 0.69% | −78−3.4% | 減碼 |
| Darwin Advisors, LLC | 2,235 | $73.2 萬 | 0.20% | +52+2.4% | 加碼 |
| RTD Financial Advisors, Inc. | 2,240 | $73.3 萬 | 0.08% | +2,240 | 新進 |
| Pitti Group Wealth Management, LLC | 2,240 | $73.3 萬 | 0.53% | +2+0.1% | 加碼 |
| Reuter James Wealth Management, LLC | 2,241 | $73.3 萬 | 0.10% | −5−0.2% | 減碼 |
| Decker Wealth Management LLC | 2,241 | $73.4 萬 | 0.16% | 00.0% | 不變 |
| Safe Harbor Fiduciary, LLC | 2,242 | $73.4 萬 | 0.57% | +4+0.2% | 加碼 |
| M1 Capital Management LLC | 2,242 | $73.4 萬 | 0.27% | −6−0.3% | 減碼 |
| Beacon Bridge Wealth Partners, LLC | 2,243 | $73.4 萬 | 0.21% | +293+15.0% | 加碼 |
| LifeGoal Wealth Advisors | 2,243 | $73.4 萬 | 0.34% | +383+20.6% | 加碼 |
| Bell Investment Advisors, Inc | 2,246 | $73.5 萬 | 0.11% | +3+0.1% | 加碼 |
| CBIZ Investment Advisory Services, LLC | 2,500 | $73.5 萬 | 0.03% | 00.0% | 不變 |
| J2 Capital Management Inc | 2,247 | $73.5 萬 | 0.49% | +902+67.1% | 加碼 |
| Waycross Partners, LLC | 2,247 | $73.6 萬 | 0.06% | 00.0% | 不變 |
| Opus Capital Group, LLC | 2,248 | $73.6 萬 | 0.07% | −51−2.2% | 減碼 |
| Sachetta, LLC | 2,252 | $73.7 萬 | 0.36% | +48+2.2% | 加碼 |
| Beirne Wealth Consulting Services, LLC | 2,252 | $73.7 萬 | 0.15% | −134−5.6% | 減碼 |
| Vista Private Wealth Partners. LLC | 2,044 | $74.2 萬 | 0.24% | +125+6.5% | 加碼 |
| Piedmont Capital Management, LLC | 2,268 | $74.2 萬 | 0.45% | −147−6.1% | 減碼 |
| Ehrenkranz Partners L.P. | 2,268 | $74.2 萬 | 0.43% | 00.0% | 不變 |
| Wisconsin Wealth Advisors, LLC | 2,273 | $74.4 萬 | 0.64% | −112−4.7% | 減碼 |
| Leigh Baldwin & Co., LLC | 2,274 | $74.4 萬 | 0.40% | +15+0.7% | 加碼 |
| Kaizen Financial Strategies | 2,230 | $74.5 萬 | 0.29% | −134−5.7% | 減碼 |
| LongView Wealth Management | 2,276 | $74.5 萬 | 0.19% | −685−23.1% | 減碼 |
| Able Wealth Management LLC | 2,278 | $74.6 萬 | 0.17% | +473+26.2% | 加碼 |
| Foresight Global Investors, Inc. | 2,278 | $74.6 萬 | 0.45% | 00.0% | 不變 |
| CMG Global Holdings, LLC | 2,281 | $74.7 萬 | 0.32% | +3+0.1% | 加碼 |
| Navigate Wealth Management, LLC | 2,192 | $74.8 萬 | 0.46% | +1,435+189.6% | 加碼 |
| Synergy Investment Management, LLC | 2,217 | $74.8 萬 | 0.18% | +1,148+107.4% | 加碼 |
| IFS Group,LLC | 2,287 | $74.9 萬 | 1.03% | −297−11.5% | 減碼 |
| Rik Saylor Financial, Inc. | 2,288 | $74.9 萬 | 0.50% | +125+5.8% | 加碼 |
| Gimbal Financial | 2,290 | $75.0 萬 | 0.48% | +2,290 | 新進 |
| SMART Wealth LLC | 2,290 | $75.0 萬 | 0.16% | −165−6.7% | 減碼 |
| MontVue Capital Management, Inc. | 2,301 | $75.3 萬 | 0.43% | +1,015+78.9% | 加碼 |
| Watershed Private Wealth LLC | 2,302 | $75.4 萬 | 0.21% | −1,126−32.8% | 減碼 |
| American Investment Services, Inc. | 2,302 | $75.4 萬 | 0.16% | 00.0% | 不變 |
| Detalus Advisors, LLC | 2,303 | $75.4 萬 | 0.15% | −323−12.3% | 減碼 |
| Swan Global Investments, LLC | 2,304 | $75.4 萬 | 0.03% | +240+11.6% | 加碼 |
| Broadway Wealth Solutions, Inc. | 2,306 | $75.5 萬 | 0.35% | +26+1.1% | 加碼 |
| Ellsworth Advisors, LLC | 2,178 | $75.6 萬 | 0.12% | +1,083+98.9% | 加碼 |
| Clune & Associates, Ltd. | 2,309 | $75.6 萬 | 0.11% | −953−29.2% | 減碼 |
| Connecticut Capital Management Group, LLC | 2,312 | $75.7 萬 | 0.61% | 00.0% | 不變 |
| Squire Investment Management Company, LLC | 2,313 | $75.7 萬 | 0.18% | +28+1.2% | 加碼 |
| Wagner Wealth Management, Corp | 2,318 | $75.9 萬 | 0.61% | +2+0.1% | 加碼 |
| Ariston Services Group | 2,321 | $76.0 萬 | 0.42% | +2,321 | 加碼 |
| Corps Capital Advisors, LLC | 2,330 | $76.3 萬 | 0.62% | 00.0% | 不變 |
| Drum Hill Capital, LLC | 2,334 | $76.4 萬 | 0.78% | −17−0.7% | 減碼 |
| Silver Coast Investments LLC | 2,335 | $76.4 萬 | 0.23% | +19+0.8% | 加碼 |
| Rexford Capital Inc | 2,339 | $76.6 萬 | 0.47% | +43+1.9% | 加碼 |
| Sterling Financial Planning, Inc. | 2,343 | $76.7 萬 | 0.21% | +357+18.0% | 加碼 |
| Teucrium Investment Advisors, LLC | 2,343 | $76.7 萬 | 0.68% | +2,343 | 新進 |
| Anchor Bay Capital, Inc. | 2,132 | $76.7 萬 | 0.41% | +2,132 | 新進 |
| Clean Yield Group | 2,347 | $76.8 萬 | 0.19% | +139+6.3% | 加碼 |
| Jump Financial, LLC | 2,355 | $77.1 萬 | 0.01% | −8,025−77.3% | 減碼 |
| SLT Holdings LLC | 2,360 | $77.2 萬 | 0.49% | −61−2.5% | 減碼 |
| Sharp Financial Services, LLC | 2,362 | $77.3 萬 | 0.36% | −98−4.0% | 減碼 |
| Paul Damon & Associates, Inc. | 2,362 | $77.3 萬 | 0.30% | −34−1.4% | 減碼 |
| Waterford Advisors, LLC | 2,367 | $77.5 萬 | 0.21% | +154+7.0% | 加碼 |
| Awm Capital, LLC | 2,367 | $77.5 萬 | 0.06% | +351+17.4% | 加碼 |
| Viewpoint Capital Management LLC | 2,368 | $77.5 萬 | 0.39% | −2,712−53.4% | 減碼 |
| Legend Capital Advisors LLC | 2,374 | $77.7 萬 | 0.42% | 00.0% | 不變 |
| Atlas Private Wealth Advisors | 2,382 | $78.0 萬 | 0.17% | −2−0.1% | 減碼 |
| Retirement Planning Group, LLC | 2,385 | $78.1 萬 | 0.43% | +174+7.9% | 加碼 |
| Wealth Watch Advisors, INC | 2,388 | $78.2 萬 | 0.25% | +386+19.3% | 加碼 |
| 6th Street Advisors, LLC | 2,390 | $78.2 萬 | 0.45% | +55+2.4% | 加碼 |
| Tuttle Tactical Management | 2,391 | $78.3 萬 | 0.53% | 00.0% | 不變 |
| Coco Enterprises, LLC | 2,357 | $78.7 萬 | 0.40% | 00.0% | 不變 |
| Charter Research & Investment Group, Inc. | 2,406 | $78.8 萬 | 0.48% | 00.0% | 不變 |
| Catalyst Private Wealth, LLC | 2,407 | $78.8 萬 | 0.38% | +47+2.0% | 加碼 |
| Private Wealth Management Group, LLC | 2,407 | $78.8 萬 | 0.18% | +200+9.1% | 加碼 |
| Arbor Investment Advisors, LLC | 2,409 | $78.9 萬 | 0.09% | +4+0.2% | 加碼 |
| Broderick Brian C | 2,410 | $78.9 萬 | 0.12% | −150−5.9% | 減碼 |
| Wise Wealth Partners | 2,415 | $79.1 萬 | 1.34% | 00.0% | 不變 |
| Good Harbor Advisors, Inc. | 2,423 | $79.3 萬 | 0.78% | −252−9.4% | 減碼 |
| Rockbridge Capital Management LLC | 2,424 | $79.3 萬 | 0.52% | 00.0% | 不變 |
| Compass Financial Group, INC | 2,427 | $79.4 萬 | 0.09% | −10.0% | 減碼 |
| Mascagni Wealth Management, Inc. | 2,428 | $79.5 萬 | 0.49% | +1,576+185.0% | 加碼 |
| AMG Asset Management Group, Inc. | 2,428 | $79.5 萬 | 0.50% | +80+3.4% | 加碼 |
| True Link Financial Advisors, LLC | 2,434 | $79.7 萬 | 0.05% | −4−0.2% | 減碼 |
| Horizon Bancorp Inc | 2,434 | $79.7 萬 | 0.37% | −102−4.0% | 減碼 |
| New Insight Wealth Advisors | 2,437 | $79.8 萬 | 0.24% | −66−2.6% | 減碼 |
| Jacobs & Co | 2,444 | $79.9 萬 | 0.07% | +13+0.5% | 加碼 |
| Genesis Private Wealth, LLC | 2,443 | $80.0 萬 | 0.22% | −84−3.3% | 減碼 |
| Clay Northam Wealth Management, LLC | 2,447 | $80.1 萬 | 0.39% | 00.0% | 不變 |
| Entelevest, LLC | 2,458 | $80.5 萬 | 0.70% | +139+6.0% | 加碼 |
| Values Added Financial LLC | 2,463 | $80.6 萬 | 0.29% | +155+6.7% | 加碼 |
| Tactive Advisors, LLC | 2,465 | $80.7 萬 | 0.20% | −50−2.0% | 減碼 |
| jvl associates llc | 2,466 | $80.7 萬 | 0.23% | +38+1.6% | 加碼 |
| S&T Bank | 2,467 | $80.8 萬 | 0.24% | −32−1.3% | 減碼 |
| Fedenia Advisers LLC | 2,468 | $80.8 萬 | 0.19% | −102−4.0% | 減碼 |