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 |
|---|---|---|---|---|---|
| Gentry Private Wealth, LLC | 2,693 | $88.2 萬 | 0.45% | +367+15.8% | 加碼 |
| Forum Private Client Group LLC | 2,693 | $88.2 萬 | 0.26% | +178+7.1% | 加碼 |
| Prudent Investors Network | 2,698 | $88.3 萬 | 0.17% | +110+4.3% | 加碼 |
| Lansing Street Advisors | 2,703 | $88.5 萬 | 0.19% | +353+15.0% | 加碼 |
| Red Lighthouse Investment Management, LLC | 2,703 | $88.5 萬 | 0.26% | +46+1.7% | 加碼 |
| Elevated Capital Advisors, LLC | 2,706 | $88.6 萬 | 0.24% | −1,735−39.1% | 減碼 |
| Burton Enright Welch | 2,713 | $88.8 萬 | 0.10% | −731−21.2% | 減碼 |
| Pachira Investments Inc. | 2,713 | $88.8 萬 | 0.34% | +426+18.6% | 加碼 |
| Stronghold Wealth Management L.L.C. | 2,716 | $88.9 萬 | 1.19% | −64−2.3% | 減碼 |
| Lord & Richards Wealth Management, LLC | 2,715 | $88.9 萬 | 0.70% | −182−6.3% | 減碼 |
| Ssi Investment Management LLC | 2,717 | $88.9 萬 | 0.05% | 00.0% | 不變 |
| Essex Investment Management Co LLC | 2,721 | $89.1 萬 | 0.12% | 00.0% | 不變 |
| Riverview Capital Advisers, LLC | 2,725 | $89.2 萬 | 0.26% | +28+1.0% | 加碼 |
| Prospect Financial Group LLC | 2,725 | $89.2 萬 | 0.72% | +144+5.6% | 加碼 |
| Blackstone Group Inc. | 2,726 | $89.2 萬 | 0.00% | +437+19.1% | 加碼 |
| Burkett Asset Management Ltd | 2,730 | $89.4 萬 | 0.84% | −265−8.8% | 減碼 |
| My Personal CFO, LLC | 2,730 | $89.4 萬 | 0.35% | −55−2.0% | 減碼 |
| Activest Wealth Management | 2,732 | $89.4 萬 | 0.17% | −3,856−58.5% | 減碼 |
| Global Strategic Investment Solutions, LLC | 2,735 | $89.5 萬 | 0.08% | +53+2.0% | 加碼 |
| Burkett Financial Services, LLC | 2,737 | $89.6 萬 | 0.28% | −7−0.3% | 減碼 |
| Code Waechter LLC | 2,750 | $90.0 萬 | 0.47% | −71−2.5% | 減碼 |
| Goepper Burkhardt LLC | 2,764 | $90.5 萬 | 0.27% | −2−0.1% | 減碼 |
| Allen Wealth Management, LLC | 2,767 | $90.6 萬 | 0.44% | −100−3.5% | 減碼 |
| Cambridge Financial Group, LLC | 2,768 | $90.6 萬 | 0.29% | −79−2.8% | 減碼 |
| Sherman Asset Management, Inc. | 2,770 | $90.7 萬 | 0.70% | +2,200+386.0% | 加碼 |
| Financial Security Advisor, Inc. | 2,770 | $90.7 萬 | 0.15% | +44+1.6% | 加碼 |
| WMG Financial Advisors, LLC | 2,771 | $90.7 萬 | 0.34% | −113−3.9% | 減碼 |
| Eagle Bay Advisors LLC | 2,772 | $90.7 萬 | 0.68% | +28+1.0% | 加碼 |
| Reyes Financial Architecture, Inc. | 2,772 | $90.8 萬 | 0.51% | −13−0.5% | 減碼 |
| Insight Wealth Partners, LLC | 2,785 | $91.2 萬 | 0.12% | −109−3.8% | 減碼 |
| Washburn Capital Management, Inc. | 2,789 | $91.3 萬 | 0.45% | −1,482−34.7% | 減碼 |
| Sovereign Investment Advisors, LLC | 2,790 | $91.3 萬 | 0.17% | 00.0% | 不變 |
| Broyhill Asset Management | 2,794 | $91.5 萬 | 0.81% | 00.0% | 不變 |
| Parkside Investments, LLC | 2,796 | $91.5 萬 | 0.10% | −540−16.2% | 減碼 |
| Colter Lewis Investment Partners LLC | 2,798 | $91.6 萬 | 0.41% | −3,790−57.5% | 減碼 |
| ISAM Funds (UK) Ltd | 2,800 | $91.7 萬 | 0.65% | −666−19.2% | 減碼 |
| Quattro Financial Advisors LLC | 2,800 | $91.7 萬 | 0.20% | +2,800 | 新進 |
| Constant Guidance Financial LLC | 2,802 | $91.7 萬 | 0.58% | +2,802 | 新進 |
| Keb Asset Management, LLC | 2,807 | $91.9 萬 | 0.15% | −8−0.3% | 減碼 |
| XY Planning Network, Inc. | 2,808 | $91.9 萬 | 0.12% | +349+14.2% | 加碼 |
| KFA Private Wealth Group, LLC | 2,809 | $92.0 萬 | 0.22% | −732−20.7% | 減碼 |
| Dakota Community Bank & Trust NA | 2,811 | $92.0 萬 | 2.85% | +104+3.8% | 加碼 |
| Tandem Wealth Advisors LLC | 2,826 | $92.5 萬 | 0.37% | +171+6.4% | 加碼 |
| Asset Planning,Inc | 2,827 | $92.5 萬 | 0.60% | +5+0.2% | 加碼 |
| 4WEALTH Advisors, Inc. | 2,810 | $92.6 萬 | 0.71% | +435+18.3% | 加碼 |
| Flynn Zito Capital Management, LLC | 2,830 | $92.6 萬 | 0.25% | +30+1.1% | 加碼 |
| Meridian Wealth Partners, LLC | 2,836 | $92.8 萬 | 0.11% | +8+0.3% | 加碼 |
| Endeavor Private Wealth, Inc. | 2,838 | $92.9 萬 | 0.23% | −199−6.6% | 減碼 |
| QP Wealth Management, LLC | 2,838 | $92.9 萬 | 1.33% | −6−0.2% | 減碼 |
| Bensler, LLC | 2,840 | $92.9 萬 | 0.08% | −45−1.6% | 減碼 |
| Friday Financial | 2,741 | $93.0 萬 | 0.25% | +361+15.2% | 加碼 |
| Keener Financial Planning LLC | 2,843 | $93.0 萬 | 0.33% | +299+11.8% | 加碼 |
| Planned Solutions, Inc. | 2,843 | $93.1 萬 | 0.27% | +110+4.0% | 加碼 |
| Pin Oak Investment Advisors Inc | 2,846 | $93.2 萬 | 0.66% | +20+0.7% | 加碼 |
| BankChampaign, National Association | 2,848 | $93.2 萬 | 0.72% | +1,570+122.8% | 加碼 |
| Capstone Wealth Management, LLC | 2,852 | $93.4 萬 | 0.43% | +1,585+125.1% | 加碼 |
| Hamilton Capital, LLC | 2,853 | $93.4 萬 | 0.05% | −568−16.6% | 減碼 |
| PCB Capital LLC | 2,856 | $93.5 萬 | 1.14% | +130+4.8% | 加碼 |
| Compass Capital Corp | 2,561 | $93.6 萬 | 0.30% | −91−3.4% | 減碼 |
| Renaissance Group LLC | 2,860 | $93.6 萬 | 0.04% | −51−1.8% | 減碼 |
| Ninepoint Partners LP | 2,861 | $93.6 萬 | 0.08% | −136−4.5% | 減碼 |
| Caerus Investment Advisors, LLC | 2,865 | $93.8 萬 | 0.32% | +798+38.6% | 加碼 |
| Summit Wealth Group, LLC | 2,868 | $93.9 萬 | 0.19% | +10.0% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 2,877 | $94.1 萬 | 0.04% | −1,677−36.8% | 減碼 |
| Objective Capital Management, LLC | 2,874 | $94.1 萬 | 0.84% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 2,876 | $94.1 萬 | 0.13% | +2,876 | 新進 |
| Paladin Advisory Group, LLC | 2,877 | $94.2 萬 | 0.63% | 00.0% | 不變 |
| Kahn Brothers Group Inc | 2,878 | $94.2 萬 | 0.15% | +60+2.1% | 加碼 |
| Elite Life Management LLC | 2,624 | $94.3 萬 | 1.10% | −67−2.5% | 減碼 |
| Schoolcraft Capital LLC | 2,882 | $94.3 萬 | 0.17% | −86−2.9% | 減碼 |
| Nolet Wealth Management, LLC | 2,887 | $94.5 萬 | 0.52% | +351+13.8% | 加碼 |
| Barometer Capital Management Inc. | 2,900 | $94.5 萬 | 0.26% | +2,900 | 新進 |
| Strid Group, LLC | 2,890 | $94.6 萬 | 0.11% | +10.0% | 加碼 |
| Intelligence Driven Advisers, LLC | 2,890 | $94.6 萬 | 0.15% | +827+40.1% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 2,891 | $94.6 萬 | 0.08% | −145−4.8% | 減碼 |
| Cahaba Wealth Management, Inc. | 2,893 | $94.7 萬 | 0.06% | +141+5.1% | 加碼 |
| Fiducient Advisors LLC | 2,896 | $94.8 萬 | 0.14% | −287−9.0% | 減碼 |
| Reston Wealth Management LLC | 2,898 | $94.9 萬 | 0.26% | +12+0.4% | 加碼 |
| Capital Investment Management, Inc. | 2,900 | $94.9 萬 | 0.29% | −25−0.9% | 減碼 |
| PDT Partners, LLC | 2,900 | $94.9 萬 | 0.05% | +2,900 | 新進 |
| Bayesian Capital Management, LP | 2,900 | $94.9 萬 | 0.61% | +2,900 | 新進 |
| Ruggaard & Associates LLC | 2,908 | $95.2 萬 | 0.34% | 00.0% | 不變 |
| Meridian Financial, LLC | 2,912 | $95.3 萬 | 0.46% | +50+1.7% | 加碼 |
| CTC Alternative Strategies, Ltd. | 2,920 | $95.6 萬 | 1.38% | +1,800+160.7% | 加碼 |
| Expressive Wealth LLC | 2,927 | $95.8 萬 | 0.90% | −38−1.3% | 減碼 |
| Bayban | 2,930 | $95.9 萬 | 0.74% | −100−3.3% | 減碼 |
| Hyposwiss Advisors SA | 2,934 | $96.0 萬 | 0.91% | 00.0% | 不變 |
| Maripau Wealth Management LLC | 2,930 | $96.1 萬 | 0.34% | −55−1.8% | 減碼 |
| Alessandra Capital Management, LLC | 2,940 | $96.2 萬 | 0.68% | +130+4.6% | 加碼 |
| Waller Financial Planning Group, Inc | 2,942 | $96.3 萬 | 0.20% | +257+9.6% | 加碼 |
| Financial Freedom, LLC | 2,947 | $96.5 萬 | 0.44% | −27−0.9% | 減碼 |
| Morris Retirement Advisors, LLC | 2,951 | $96.6 萬 | 0.35% | −2,735−48.1% | 減碼 |
| Pine Harbor Wealth Management, LLC | 2,951 | $96.6 萬 | 0.26% | +10.0% | 加碼 |
| LightSquare Wealth Management, LLC | 2,952 | $96.6 萬 | 0.67% | +31+1.1% | 加碼 |
| E6 Portfolios, LLC | 2,952 | $96.6 萬 | 0.77% | +2,008+212.7% | 加碼 |
| Youngs Advisory Group, Inc. | 2,956 | $96.8 萬 | 0.30% | +4+0.1% | 加碼 |
| Torray LLC | 2,959 | $96.9 萬 | 0.13% | −35,900−92.4% | 減碼 |
| Aletheian Wealth Advisors LLC | 2,960 | $96.9 萬 | 0.41% | +235+8.6% | 加碼 |
| Laurion Capital Management LP | 2,962 | $97.0 萬 | 0.07% | −3,733−55.8% | 減碼 |
| Port Capital LLC | 2,964 | $97.0 萬 | 0.04% | −572−16.2% | 減碼 |