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 |
|---|---|---|---|---|---|
| Mach-1 Financial Group, Inc. | 3,601 | $117.9 萬 | 0.46% | −3,826−51.5% | 減碼 |
| Aegis Wealth Management LLC | 3,605 | $118.0 萬 | 0.55% | +3,605 | 新進 |
| Compass Ion Advisors, LLC | 3,610 | $118.2 萬 | 0.10% | −277−7.1% | 減碼 |
| Towercrest Capital Management | 3,612 | $118.2 萬 | 0.16% | −616−14.6% | 減碼 |
| Amussen Hunsaker Associates LLC | 3,617 | $118.4 萬 | 0.11% | +62+1.7% | 加碼 |
| Rasp Wealth Solutions, LLC | 3,620 | $118.5 萬 | 0.39% | +3,620 | 新進 |
| LifePlan Investment Advisors, Inc. | 3,630 | $118.8 萬 | 0.41% | +155+4.5% | 加碼 |
| Carlson Financial, Inc. | 3,638 | $119.1 萬 | 0.61% | +116+3.3% | 加碼 |
| Puff Wealth Management, LLC | 3,650 | $119.5 萬 | 1.22% | +3,650 | 新進 |
| Elevated Financial Group LLC | 3,652 | $119.5 萬 | 0.34% | −663−15.4% | 減碼 |
| Dock Street Asset Management Inc | 3,652 | $119.5 萬 | 0.11% | −445−10.9% | 減碼 |
| Napier Financial, LLC | 3,652 | $119.5 萬 | 0.25% | −58−1.6% | 減碼 |
| Opal Capital LLC | 3,654 | $119.6 萬 | 0.21% | −643−15.0% | 減碼 |
| Bravera Wealth | 3,658 | $119.7 萬 | 0.46% | +318+9.5% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 3,660 | $119.8 萬 | 0.28% | +36+1.0% | 加碼 |
| Client 1st Advisory Group, LLC | 3,659 | $119.8 萬 | 0.32% | +155+4.4% | 加碼 |
| GLR Partners, LLC | 3,660 | $119.8 萬 | 0.56% | −113−3.0% | 減碼 |
| Holland Advisory Services, Inc. | 3,663 | $119.9 萬 | 1.32% | −199−5.2% | 減碼 |
| Advance Capital Management, Inc. | 3,664 | $119.9 萬 | 0.04% | −159−4.2% | 減碼 |
| DecisionMap Wealth Management, LLC | 3,665 | $120.0 萬 | 0.67% | +386+11.8% | 加碼 |
| Pine Haven Investment Counsel, Inc | 3,666 | $120.0 萬 | 0.81% | 00.0% | 不變 |
| Retirement Income Solutions, Inc | 4,083 | $120.1 萬 | 0.21% | 00.0% | 不變 |
| Castlekeep Investment Advisors LLC | 3,676 | $120.3 萬 | 0.60% | −255−6.5% | 減碼 |
| Wealth Science Advisors LLC | 3,681 | $120.5 萬 | 0.54% | +569+18.3% | 加碼 |
| Custom Index Systems, LLC | 3,684 | $120.6 萬 | 0.43% | −7−0.2% | 減碼 |
| Accuvest Global Advisors | 3,684 | $120.6 萬 | 1.04% | +549+17.5% | 加碼 |
| Semus Wealth Partners LLC | 3,689 | $120.8 萬 | 0.58% | −35−0.9% | 減碼 |
| Bluesphere Advisors, LLC | 3,690 | $120.8 萬 | 0.37% | −6−0.2% | 減碼 |
| MFA Wealth Services | 3,691 | $120.8 萬 | 0.72% | +17+0.5% | 加碼 |
| Northbridge Financial Group, LLC | 3,692 | $120.9 萬 | 0.46% | +181+5.2% | 加碼 |
| Michael Brady & Co., LLC | 3,692 | $120.9 萬 | 1.07% | −200−5.1% | 減碼 |
| NCP Inc. | 3,700 | $121.1 萬 | 1.69% | 00.0% | 不變 |
| Invenio Wealth Partners LLC | 3,702 | $121.2 萬 | 0.43% | +57+1.6% | 加碼 |
| Knightsbridge Asset Management, LLC | 3,704 | $121.2 萬 | 0.16% | +612+19.8% | 加碼 |
| FORM Wealth Advisors, LLC | 3,705 | $121.3 萬 | 0.13% | −717−16.2% | 減碼 |
| Gambit Capital Management, LLC | 3,710 | $121.4 萬 | 0.71% | +15+0.4% | 加碼 |
| Rooted Wealth Advisors, Inc. | 3,711 | $121.5 萬 | 0.30% | +20+0.5% | 加碼 |
| Hughes Financial Services, LLC | 3,713 | $121.5 萬 | 0.16% | +66+1.8% | 加碼 |
| William Mack & Associates, Inc. | 3,717 | $121.7 萬 | 0.43% | +1,248+50.5% | 加碼 |
| Santori & Peters | 3,719 | $121.7 萬 | 0.34% | +9+0.2% | 加碼 |
| Wealthcare Capital Partners, LLC | 3,720 | $121.8 萬 | 0.50% | +9+0.2% | 加碼 |
| Pennington Partners & Co., LLC | 3,724 | $121.9 萬 | 0.39% | +285+8.3% | 加碼 |
| von Borstel & Associates, Inc. | 3,732 | $122.1 萬 | 0.25% | +26+0.7% | 加碼 |
| Investment Planning Advisors, Inc. | 3,743 | $122.5 萬 | 0.28% | +246+7.0% | 加碼 |
| KDT Advisors, LLC | 3,747 | $122.7 萬 | 1.70% | 00.0% | 不變 |
| Rise Advisors, LLC | 3,750 | $122.8 萬 | 0.35% | +116+3.2% | 加碼 |
| Fulcrum Equity Management | 3,757 | $123.0 萬 | 1.00% | +11+0.3% | 加碼 |
| Crescent Grove Advisors, LLC | 3,763 | $123.2 萬 | 0.10% | −3,176−45.8% | 減碼 |
| Walser Wealth Management Company, A Ltd Liability Co | 3,773 | $123.5 萬 | 0.51% | −48−1.3% | 減碼 |
| Heck Capital Advisors, LLC | 3,780 | $123.7 萬 | 0.07% | −11−0.3% | 減碼 |
| Stonebridge Financial Group, LLC | 3,785 | $123.9 萬 | 0.82% | −46−1.2% | 減碼 |
| D.B. Root & Company, LLC | 3,785 | $123.9 萬 | 0.26% | +49+1.3% | 加碼 |
| Prostatis Group LLC | 3,790 | $124.1 萬 | 0.29% | −1,039−21.5% | 減碼 |
| Langley Wealth Management, LLC | 3,799 | $124.3 萬 | 1.21% | +3,799 | 新進 |
| Vance Wealth, Inc. | 3,799 | $124.4 萬 | 0.28% | +518+15.8% | 加碼 |
| Juncture Wealth Strategies, LLC | 3,809 | $124.7 萬 | 0.32% | +2,864+303.1% | 加碼 |
| Poehling Capital Management, LLC | 3,810 | $124.7 萬 | 0.27% | −283−6.9% | 減碼 |
| Roberts Glore & Co Inc | 3,814 | $124.8 萬 | 0.31% | −52−1.3% | 減碼 |
| Shulman DeMeo Asset Management LLC | 3,815 | $124.9 萬 | 0.23% | −119−3.0% | 減碼 |
| DMG Group, LLC | 3,815 | $124.9 萬 | 0.86% | −1,124−22.8% | 減碼 |
| Eagle Harbor Asset Management Inc | 3,815 | $124.9 萬 | 0.99% | −422−10.0% | 減碼 |
| First Community Trust NA | 3,816 | $124.9 萬 | 0.56% | +77+2.1% | 加碼 |
| Harbor Group, Inc. | 3,820 | $125.0 萬 | 0.15% | +19+0.5% | 加碼 |
| Secure Asset Management, LLC | 3,831 | $125.4 萬 | 0.18% | −536−12.3% | 減碼 |
| Wescott Financial Advisory Group, LLC | 3,832 | $125.4 萬 | 0.10% | +128+3.5% | 加碼 |
| Future Fund LLC | 3,842 | $125.8 萬 | 0.36% | +48+1.3% | 加碼 |
| Swiss Re Ltd | 3,843 | $125.8 萬 | 0.11% | +3,509+1,050.6% | 加碼 |
| Grey Fox Wealth Advisors, LLC | 3,845 | $125.9 萬 | 0.20% | +696+22.1% | 加碼 |
| Arlington Trust Co LLC | 3,846 | $125.9 萬 | 0.11% | +298+8.4% | 加碼 |
| LCM Capital Management Inc | 3,854 | $126.2 萬 | 0.55% | −26−0.7% | 減碼 |
| Avantra Family Wealth, Inc. | 3,857 | $126.3 萬 | 0.81% | +14+0.4% | 加碼 |
| Persium Advisors, LLC | 3,857 | $126.3 萬 | 0.82% | +320+9.0% | 加碼 |
| Wimmer Associates 1, LLC | 3,861 | $126.4 萬 | 0.57% | 00.0% | 不變 |
| Lifeworks Advisors, LLC | 3,864 | $126.5 萬 | 0.13% | +174+4.7% | 加碼 |
| Fermata Advisors, LLC | 3,867 | $126.6 萬 | 0.26% | +183+5.0% | 加碼 |
| Center For Asset Management LLC | 3,868 | $126.6 萬 | 0.56% | −629−14.0% | 減碼 |
| Merrion Investment Management Co, LLC | 3,872 | $126.7 萬 | 0.60% | 00.0% | 不變 |
| Wendell David Associates Inc | 3,875 | $126.9 萬 | 0.13% | −125−3.1% | 減碼 |
| Owl Creek Wealth Partners LLC | 3,878 | $126.9 萬 | 0.37% | +318+8.9% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 3,765 | $127.1 萬 | 0.38% | +11+0.3% | 加碼 |
| Tanager Wealth Management LLP | 3,885 | $127.2 萬 | 0.11% | +177+4.8% | 加碼 |
| TrueWealth Advisors, LLC | 3,888 | $127.3 萬 | 0.29% | −79−2.0% | 減碼 |
| Affinity Capital Advisors, LLC | 3,769 | $127.3 萬 | 0.16% | −43−1.1% | 減碼 |
| R.H. Dinel Investment Counsel, Inc. | 3,892 | $127.4 萬 | 0.98% | −200−4.9% | 減碼 |
| Hoxton Planning & Management, LLC | 3,897 | $127.6 萬 | 0.33% | +57+1.5% | 加碼 |
| Options Solutions, LLC | 3,900 | $127.7 萬 | 0.91% | 00.0% | 不變 |
| Ardent Capital Management, Inc. | 3,902 | $127.7 萬 | 0.53% | −5−0.1% | 減碼 |
| Skba Capital Management LLC | 3,907 | $127.9 萬 | 0.21% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 3,908 | $127.9 萬 | 0.16% | −85−2.1% | 減碼 |
| Prasad Wealth Partners, LLC | 3,910 | $128.0 萬 | 0.31% | +79+2.1% | 加碼 |
| Cascade Financial Partners, LLC | 3,916 | $128.2 萬 | 0.11% | −58−1.5% | 減碼 |
| Magnolia Capital Management Ltd | 3,916 | $128.2 萬 | 0.88% | +11+0.3% | 加碼 |
| Ariadne Wealth Management, LP | 3,927 | $128.5 萬 | 0.57% | +432+12.4% | 加碼 |
| EntryPoint Capital, LLC | 3,929 | $128.6 萬 | 0.31% | +3,929 | 新進 |
| Long Road Investment Counsel, LLC | 3,932 | $128.7 萬 | 0.47% | 00.0% | 不變 |
| Michael B. Yongue | 3,936 | $128.8 萬 | 0.90% | −85−2.1% | 減碼 |
| Riverview Trust Co | 3,936 | $128.8 萬 | 1.53% | 00.0% | 不變 |
| Keyvantage Wealth, LLC | 3,939 | $128.9 萬 | 0.49% | +62+1.6% | 加碼 |
| Fiduciary Wealth Partners, LLC | 3,941 | $129.0 萬 | 0.71% | +32+0.8% | 加碼 |
| Clark & Stuart, Inc | 3,943 | $129.1 萬 | 0.81% | +55+1.4% | 加碼 |