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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 3,278 | $107.3 萬 | 0.20% | −96−2.8% | 減碼 |
| Eubel Brady & Suttman Asset Management Inc | 3,282 | $107.4 萬 | 0.13% | 00.0% | 不變 |
| Sanchez Gaunt Capital Management, LLC | 3,286 | $107.6 萬 | 0.60% | −122−3.6% | 減碼 |
| Themes Management Co LLC | 3,291 | $107.7 萬 | 0.71% | −522−13.7% | 減碼 |
| Cornerstone Select Advisors, LLC | 3,301 | $108.1 萬 | 0.45% | +644+24.2% | 加碼 |
| BCS Wealth Management | 3,305 | $108.2 萬 | 0.19% | +329+11.1% | 加碼 |
| Western Financial Corp | 3,309 | $108.3 萬 | 0.32% | +112+3.5% | 加碼 |
| Payne Capital Management, LLC | 3,320 | $108.7 萬 | 0.29% | +567+20.6% | 加碼 |
| Capital Management Associates, Inc | 3,325 | $108.8 萬 | 0.22% | +63+1.9% | 加碼 |
| South Shore Capital Advisors | 3,327 | $108.9 萬 | 0.73% | +10.0% | 加碼 |
| Buttonwood Financial Advisors Inc. | 3,329 | $109.0 萬 | 0.33% | −6−0.2% | 減碼 |
| apricus wealth, LLC | 3,334 | $109.1 萬 | 0.52% | +56+1.7% | 加碼 |
| Lionshead Wealth Management, LLC | 3,336 | $109.2 萬 | 0.71% | +144+4.5% | 加碼 |
| Rede Wealth, LLC | 3,338 | $109.3 萬 | 0.36% | 00.0% | 不變 |
| FSA Advisors, Inc. | 3,339 | $109.5 萬 | 0.50% | −26−0.8% | 減碼 |
| Ecofi Investissements SA | 3,350 | $109.6 萬 | 3.92% | −350−9.5% | 減碼 |
| Cogent Private Wealth, Inc. | 3,349 | $109.6 萬 | 0.69% | +254+8.2% | 加碼 |
| Peck Wealth Management, LLC | 3,352 | $109.7 萬 | 0.92% | −500−13.0% | 減碼 |
| Guidance Capital, Inc | 3,198 | $109.7 萬 | 0.23% | 00.0% | 不變 |
| Bright Futures Wealth Management, LLC. | 3,357 | $109.9 萬 | 0.71% | −64−1.9% | 減碼 |
| Wall Street Financial Group, Inc. | 3,358 | $109.9 萬 | 0.59% | +316+10.4% | 加碼 |
| Keating Financial Advisory Services, Inc. | 3,359 | $109.9 萬 | 0.14% | +515+18.1% | 加碼 |
| Acorn Creek Capital LLC | 3,361 | $110.0 萬 | 0.37% | −44−1.3% | 減碼 |
| RVW Wealth, LLC | 3,365 | $110.2 萬 | 0.07% | −73−2.1% | 減碼 |
| Mullooly Asset Management, Inc. | 3,368 | $110.3 萬 | 0.34% | +11+0.3% | 加碼 |
| Granville Capital, Inc. | 3,375 | $110.5 萬 | 0.49% | −200−5.6% | 減碼 |
| Diamant Asset Management, Inc. | 3,376 | $110.5 萬 | 0.75% | −989,708−99.7% | 減碼 |
| Core Capital Management & Research, inc. | 3,102 | $110.6 萬 | 0.58% | +3,102 | 新進 |
| Next Capital Management LLC | 3,380 | $110.6 萬 | 0.30% | +87+2.6% | 加碼 |
| Wealth Quarterback LLC | 3,386 | $110.8 萬 | 0.34% | +1,146+51.2% | 加碼 |
| Hanlon Investment Management, Inc. | 3,388 | $110.9 萬 | 0.59% | −192−5.4% | 減碼 |
| Magnolia Private Wealth, LLC | 3,388 | $110.9 萬 | 0.61% | +88+2.7% | 加碼 |
| TruNorth Capital Management, LLC | 3,389 | $110.9 萬 | 0.18% | +15+0.4% | 加碼 |
| Oxford Wealth Group, LLC | 3,389 | $110.9 萬 | 0.50% | −109−3.1% | 減碼 |
| Tenet Wealth Partners, LLC | 3,118 | $111.1 萬 | 0.83% | +3,118 | 新進 |
| Maltin Wealth Management, Inc. | 3,397 | $111.2 萬 | 0.37% | −11−0.3% | 減碼 |
| Ackerman Capital Advisors, LLC | 3,398 | $111.2 萬 | 0.22% | +62+1.9% | 加碼 |
| Beckerman Institutional, LLC | 3,400 | $111.3 萬 | 0.53% | 00.0% | 不變 |
| Holcombe Financial, Inc. | 3,408 | $111.6 萬 | 0.63% | +261+8.3% | 加碼 |
| ZRC Wealth Management, LLC | 3,409 | $111.6 萬 | 0.33% | +181+5.6% | 加碼 |
| Caxton Associates LLP | 3,411 | $111.7 萬 | 0.02% | −978−22.3% | 減碼 |
| Mainsail Asset Management, LLC | 3,282 | $111.9 萬 | 0.44% | −984−23.1% | 減碼 |
| Freedom Day Solutions, LLC | 3,422 | $112.0 萬 | 0.25% | +1,895+124.1% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,423 | $112.0 萬 | 0.13% | +546+19.0% | 加碼 |
| Pacific Excel Wealth Advisors, Inc. | 3,425 | $112.1 萬 | 0.43% | +2,209+181.7% | 加碼 |
| Heritage Family Offices, LLP | 3,425 | $112.1 萬 | 0.43% | +1,027+42.8% | 加碼 |
| Ascension Capital Advisors, Inc. | 3,430 | $112.3 萬 | 0.32% | +126+3.8% | 加碼 |
| Cardinal Strategic Wealth Guidance | 3,432 | $112.3 萬 | 0.25% | −114−3.2% | 減碼 |
| Gouws Capital LLC | 3,433 | $112.4 萬 | 0.52% | 00.0% | 不變 |
| Quantum Private Wealth, LLC | 3,438 | $112.5 萬 | 0.29% | −10−0.3% | 減碼 |
| Bank & Trust Co | 3,438 | $112.5 萬 | 0.71% | +81+2.4% | 加碼 |
| Vawter Financial, Ltd. | 3,442 | $112.7 萬 | 0.42% | +116+3.5% | 加碼 |
| Old North State Wealth Management, LLC | 3,437 | $112.9 萬 | 0.48% | +43+1.3% | 加碼 |
| Firestone Capital Management | 3,451 | $113.0 萬 | 0.21% | −12−0.3% | 減碼 |
| Bellevue Asset Management, LLC | 3,456 | $113.1 萬 | 0.52% | +10+0.3% | 加碼 |
| NFP Retirement, Inc. | 3,457 | $113.1 萬 | 0.06% | +44+1.3% | 加碼 |
| Coastwise Capital Group, LLC | 3,457 | $113.2 萬 | 0.66% | −202−5.5% | 減碼 |
| Richmond Brothers, Inc. | 3,459 | $113.2 萬 | 0.59% | +3,459 | 新進 |
| Landaas & Co | 3,464 | $113.4 萬 | 0.21% | −707−17.0% | 減碼 |
| W.H. Cornerstone Investments Inc. | 3,474 | $113.7 萬 | 0.64% | +1,610+86.4% | 加碼 |
| Delta Wealth Advisors LLC | 3,477 | $113.8 萬 | 0.81% | +1,701+95.8% | 加碼 |
| Isthmus Partners, LLC | 3,481 | $113.9 萬 | 0.11% | −32−0.9% | 減碼 |
| Millennium Capital Advisors, LLC | 3,481 | $114.0 萬 | 0.62% | 00.0% | 不變 |
| Single Point Partners, LLC | 3,482 | $114.0 萬 | 0.20% | +10.0% | 加碼 |
| Wealthedge Investment Advisors, LLC | 3,490 | $114.3 萬 | 0.39% | −123−3.4% | 減碼 |
| WJ Interests, LLC | 3,498 | $114.5 萬 | 0.44% | 00.0% | 不變 |
| Truepoint, Inc. | 3,499 | $114.5 萬 | 0.02% | +133+4.0% | 加碼 |
| Postrock Partners LLC | 3,502 | $114.6 萬 | 0.47% | 00.0% | 不變 |
| Concentrum Wealth Management | 3,504 | $114.7 萬 | 0.27% | +222+6.8% | 加碼 |
| Knuff & Co LLC | 3,507 | $114.8 萬 | 0.29% | +1,225+53.7% | 加碼 |
| Wallace Capital Management Inc. | 3,515 | $115.1 萬 | 0.13% | +1,125+47.1% | 加碼 |
| Hilton Head Capital Partners, LLC | 3,516 | $115.1 萬 | 0.58% | −302−7.9% | 減碼 |
| Hobart Private Capital, LLC | 3,519 | $115.2 萬 | 0.20% | +13+0.4% | 加碼 |
| Opal Wealth Advisors, LLC | 3,519 | $115.2 萬 | 0.25% | +215+6.5% | 加碼 |
| Abound Wealth Management | 3,520 | $115.2 萬 | 0.23% | −250−6.6% | 減碼 |
| SPWM Advisors LLC | 3,381 | $115.3 萬 | 1.07% | −634−15.8% | 減碼 |
| Lexington Hill Partners, LLC | 3,525 | $115.4 萬 | 0.56% | +484+15.9% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $115.5 萬 | 0.00% | 00.0% | 不變 |
| Henrickson Nauta Wealth Advisors, Inc. | 3,531 | $115.6 萬 | 0.28% | +29+0.8% | 加碼 |
| Sonoma Private Wealth LLC | 3,533 | $115.6 萬 | 1.24% | −61−1.7% | 減碼 |
| Horst & Graben Wealth Management LLC | 3,472 | $116.0 萬 | 0.15% | +2+0.1% | 加碼 |
| TCFG Investment Advisors, LLC | 3,543 | $116.0 萬 | 0.39% | +150+4.4% | 加碼 |
| Pennsylvania Capital Management Inc | 3,546 | $116.1 萬 | 0.29% | +830+30.6% | 加碼 |
| BlueSky Wealth Advisors, LLC | 3,547 | $116.1 萬 | 0.13% | −182−4.9% | 減碼 |
| Wealth Advisors of Iowa, LLC | 3,550 | $116.2 萬 | 0.31% | +10.0% | 加碼 |
| Hamilton Wealth, LLC | 3,551 | $116.2 萬 | 0.21% | +103+3.0% | 加碼 |
| Strathmore Capital Advisors, Inc. | 3,372 | $116.4 萬 | 0.31% | 00.0% | 不變 |
| Alliance Wealth Management Group | 3,557 | $116.4 萬 | 0.23% | −616−14.8% | 減碼 |
| tru Independence LLC | 3,562 | $116.6 萬 | 0.51% | −638−15.2% | 減碼 |
| TFB Advisors LLC | 3,565 | $116.7 萬 | 0.51% | +1,093+44.2% | 加碼 |
| Tilson Financial Group, Inc. | 3,570 | $116.9 萬 | 0.32% | +3+0.1% | 加碼 |
| Meramec Financial Planners, LLC | 3,288 | $117.1 萬 | 0.43% | +933+39.6% | 加碼 |
| IVC Wealth Advisors LLC | 3,583 | $117.3 萬 | 0.46% | −18−0.5% | 減碼 |
| Cooper/Haims Advisors, LLC | 3,583 | $117.3 萬 | 0.50% | −731−16.9% | 減碼 |
| 1776 Wealth LLC | 3,584 | $117.3 萬 | 0.41% | +2+0.1% | 加碼 |
| Greenline Wealth Management LLC | 3,592 | $117.6 萬 | 0.97% | +199+5.9% | 加碼 |
| J.E. Simmons & Co., P.C. | 3,594 | $117.6 萬 | 0.66% | 00.0% | 不變 |
| Summa Corp. | 3,600 | $117.8 萬 | 0.37% | −200−5.3% | 減碼 |
| Fortitude Family Office, LLC | 3,600 | $117.8 萬 | 0.23% | +195+5.7% | 加碼 |
| Renasant Bank | 3,601 | $117.9 萬 | 0.76% | −2,707−42.9% | 減碼 |