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 +122 家
- 持有股數
- 19.7 億
- 較 2026 年第 1 季 +2,527 萬 (+1.3%)
- 總市值
- $6,437 億
- 較 2026 年第 1 季 +$734.1 億 (+12.9%)
- 新進機構
- 236
- 另有 2,267 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 |
|---|---|---|---|---|---|
| Asset Advisors Investment Management, LLC | 4,369 | $143.0 萬 | 0.13% | −200−4.4% | 減碼 |
| Luts & Greenleigh Group, Inc | 4,373 | $143.1 萬 | 1.08% | −11−0.3% | 減碼 |
| Blue Rock Wealth Management LLC | 4,396 | $143.2 萬 | 0.80% | 00.0% | 不變 |
| Global Assets Advisory, LLC | 4,290 | $143.3 萬 | 0.31% | −9,842−69.6% | 減碼 |
| California First Leasing Corp | 4,380 | $143.4 萬 | 0.30% | 00.0% | 不變 |
| Lumbard & Kellner, LLC | 4,387 | $143.6 萬 | 0.44% | +153+3.6% | 加碼 |
| Alpha Zero LLC | 4,187 | $143.7 萬 | 0.54% | +621+17.4% | 加碼 |
| WNY Asset Management, LLC | 4,391 | $143.7 萬 | 0.13% | −179−3.9% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,393 | $143.8 萬 | 0.23% | −284−6.1% | 減碼 |
| Larry Mathis Financial Planning, LLC | 4,403 | $144.1 萬 | 1.10% | −24−0.5% | 減碼 |
| Dougherty Wealth Advisers LLC | 4,413 | $144.5 萬 | 0.79% | 00.0% | 不變 |
| Flagship Wealth Advisors, LLC | 4,420 | $144.7 萬 | 0.32% | +783+21.5% | 加碼 |
| Hara Capital LLC | 4,421 | $144.7 萬 | 0.76% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 4,439 | $145.3 萬 | 0.70% | −10,523−70.3% | 減碼 |
| TPG Advisors LLC | 4,443 | $145.4 萬 | 0.80% | +3+0.1% | 加碼 |
| Borer Denton & Associates, Inc. | 4,444 | $145.5 萬 | 0.48% | +40+0.9% | 加碼 |
| TrustBank | 4,446 | $145.5 萬 | 0.49% | −30−0.7% | 減碼 |
| Severin Investments, LLC | 4,446 | $145.5 萬 | 1.10% | +546+14.0% | 加碼 |
| Tevis Investment Management | 4,456 | $145.9 萬 | 0.80% | −207−4.4% | 減碼 |
| Prosperity Bancshares Inc | 4,458 | $145.9 萬 | 0.95% | +100+2.3% | 加碼 |
| Liberty Wealth Management LLC | 4,963 | $146.0 萬 | 0.18% | 00.0% | 不變 |
| Mayfair Advisory Group, LLC | 4,147 | $146.5 萬 | 0.44% | +410+11.0% | 加碼 |
| Van Diest Capital, LLC | 4,487 | $146.9 萬 | 1.32% | −514−10.3% | 減碼 |
| Retirement Planning Co of New England, Inc. | 4,493 | $147.1 萬 | 0.53% | −280−5.9% | 減碼 |
| Womack Financial LLC | 4,496 | $147.2 萬 | 0.97% | −227−4.8% | 減碼 |
| Mainsail Financial Group, LLC | 4,501 | $147.3 萬 | 0.50% | +51+1.1% | 加碼 |
| Veracity Capital LLC | 4,507 | $147.5 萬 | 0.40% | +74+1.7% | 加碼 |
| State of Wyoming | 4,511 | $147.7 萬 | 0.15% | −323−6.7% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 4,516 | $147.8 萬 | 0.13% | +540+13.6% | 加碼 |
| Goldstein Advisors, LLC | 4,518 | $147.9 萬 | 0.14% | +295+7.0% | 加碼 |
| Brookwood Investment Group LLC | 4,522 | $148.0 萬 | 0.17% | +867+23.7% | 加碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,533 | $148.4 萬 | 0.22% | +122+2.8% | 加碼 |
| Myriad Asset Management US LP | 4,540 | $148.6 萬 | 2.05% | +1,315+40.8% | 加碼 |
| Lakeshore Capital Group, Inc. | 4,548 | $148.9 萬 | 1.10% | +3+0.1% | 加碼 |
| Campion Asset Management LLC | 4,560 | $149.3 萬 | 0.91% | −10.0% | 減碼 |
| Enclave Advisors LLC | 4,562 | $149.3 萬 | 0.19% | −14−0.3% | 減碼 |
| Jackson Thornton Asset Management, LLC | 4,564 | $149.4 萬 | 0.12% | +1,764+63.0% | 加碼 |
| Sykon Capital LLC | 4,567 | $149.5 萬 | 0.46% | +47+1.0% | 加碼 |
| Maridea Wealth Management LLC | 4,579 | $149.9 萬 | 0.16% | +2,028+79.5% | 加碼 |
| Sage Private Wealth Group, LLC | 4,579 | $149.9 萬 | 0.67% | +58+1.3% | 加碼 |
| Marshall Financial Group LLC | 4,585 | $150.1 萬 | 0.22% | −435−8.7% | 減碼 |
| Walkner Condon Financial Advisors LLC | 4,587 | $150.1 萬 | 0.17% | +221+5.1% | 加碼 |
| Novak & Powell Financial Services, Inc. | 4,588 | $150.2 萬 | 0.71% | +6+0.1% | 加碼 |
| Centerpoint Advisors, LLC | 4,594 | $150.4 萬 | 0.43% | −105−2.2% | 減碼 |
| LeConte Wealth Management, LLC | 4,600 | $150.6 萬 | 0.82% | +290+6.7% | 加碼 |
| NBZ Investment Advisors LLC | 4,602 | $150.6 萬 | 0.59% | +640+16.2% | 加碼 |
| Fca Corp | 4,609 | $150.9 萬 | 0.37% | +626+15.7% | 加碼 |
| Fiera Capital Corp | 4,616 | $151.1 萬 | 0.01% | −215−4.5% | 減碼 |
| Cyr Financial Inc. | 4,618 | $151.2 萬 | 0.79% | +294+6.8% | 加碼 |
| SBI Okasan Asset Management Co.Ltd. | 4,590 | $151.2 萬 | 0.05% | 00.0% | 不變 |
| Andrews Advisory Associates, LLC | 4,619 | $151.2 萬 | 0.73% | −133−2.8% | 減碼 |
| CWS Financial Advisors, LLC | 4,622 | $151.3 萬 | 0.34% | +7+0.2% | 加碼 |
| Evanson Financial, LLC | 4,623 | $151.3 萬 | 0.07% | +4,623 | 新進 |
| Sierra Capital LLC | 4,629 | $151.5 萬 | 0.15% | 00.0% | 不變 |
| OneAscent Family Office, LLC | 4,629 | $151.5 萬 | 0.76% | −634−12.0% | 減碼 |
| GSG Advisors LLC | 4,629 | $151.5 萬 | 0.33% | +63+1.4% | 加碼 |
| Hutchinson Capital Management | 4,630 | $151.5 萬 | 0.26% | +67+1.5% | 加碼 |
| Cambridge Advisors Inc. | 4,641 | $151.9 萬 | 0.26% | −135−2.8% | 減碼 |
| Paladin Wealth, LLC | 4,641 | $151.9 萬 | 0.88% | +293+6.7% | 加碼 |
| Unify Financial Advisors | 4,643 | $152.0 萬 | 1.40% | −69−1.5% | 減碼 |
| Armstrong Advisory Group, Inc | 4,650 | $152.2 萬 | 0.09% | −67−1.4% | 減碼 |
| Symmetry Partners, LLC | 4,650 | $152.2 萬 | 0.08% | +1,256+37.0% | 加碼 |
| Philo Smith Capital Corp | 4,650 | $152.2 萬 | 0.41% | −200−4.1% | 減碼 |
| Basso Capital Management, L.P. | 4,653 | $152.3 萬 | 0.38% | +4,049+670.4% | 加碼 |
| Providence First Trust Co | 4,659 | $152.5 萬 | 0.43% | −803−14.7% | 減碼 |
| PFW Advisors LLC | 4,664 | $152.7 萬 | 0.45% | −50−1.1% | 減碼 |
| STAR Financial Bank | 4,664 | $152.7 萬 | 0.62% | +260+5.9% | 加碼 |
| Red Wave Investments LLC | 4,665 | $152.7 萬 | 0.39% | −79−1.7% | 減碼 |
| S.A. Mason LLC | 4,668 | $152.8 萬 | 0.47% | +173+3.8% | 加碼 |
| Grove Street Fiduciary, LLC | 4,673 | $153.0 萬 | 0.65% | 00.0% | 不變 |
| Emerald Advisors, LLC | 4,678 | $153.1 萬 | 0.19% | +584+14.3% | 加碼 |
| Insight 2811, Inc. | 4,679 | $153.1 萬 | 0.62% | +64+1.4% | 加碼 |
| TAGStone Capital, Inc. | 4,680 | $153.2 萬 | 0.49% | +68+1.5% | 加碼 |
| Maxele Advisors, LLC | 4,683 | $153.3 萬 | 1.07% | +4,683 | 新進 |
| Omnia Family Wealth, LLC | 4,683 | $153.3 萬 | 0.41% | −1,352−22.4% | 減碼 |
| Insight Advisors, LLC | 4,693 | $153.6 萬 | 0.27% | −242−4.9% | 減碼 |
| August Group Capital Ltd | 4,715 | $154.3 萬 | 1.70% | −264−5.3% | 減碼 |
| Firethorn Wealth Partners, LLC | 4,716 | $154.4 萬 | 0.50% | +547+13.1% | 加碼 |
| Shelton Wealth Management, LLC | 4,720 | $154.5 萬 | 0.61% | −173−3.5% | 減碼 |
| Whelan Financial | 4,729 | $154.8 萬 | 0.42% | +607+14.7% | 加碼 |
| Morse Asset Management, Inc | 4,730 | $154.8 萬 | 0.26% | +26+0.6% | 加碼 |
| WealthSpring Partners, LLC | 4,730 | $154.8 萬 | 1.33% | +34+0.7% | 加碼 |
| McLaughlin Asset Management, Inc. | 4,732 | $154.9 萬 | 1.07% | +33+0.7% | 加碼 |
| Fiduciary Planning LLC | 4,733 | $154.9 萬 | 0.41% | +20.0% | 加碼 |
| Requisite Capital Management, LLC | 4,734 | $155.0 萬 | 0.26% | −1,307−21.6% | 減碼 |
| Aurora Private Wealth, Inc. | 4,738 | $155.1 萬 | 0.98% | −215−4.3% | 減碼 |
| Mayport, LLC | 4,747 | $155.4 萬 | 0.24% | −14−0.3% | 減碼 |
| Green Ridge Wealth Planning LLC | 4,749 | $155.4 萬 | 0.65% | −90−1.9% | 減碼 |
| International Private Wealth Advisors LLC | 4,750 | $155.5 萬 | 0.80% | +1,821+62.2% | 加碼 |
| Taylor Hoffman Capital Management LLC | 4,752 | $155.5 萬 | 0.38% | 00.0% | 不變 |
| MBE Wealth Management, LLC | 4,768 | $156.1 萬 | 0.55% | −11−0.2% | 減碼 |
| Glass Wealth Management Co LLC | 4,772 | $156.2 萬 | 0.52% | +1,416+42.2% | 加碼 |
| Davis Investment Partners, LLC | 4,775 | $156.3 萬 | 0.48% | 00.0% | 不變 |
| Cravens & Co Advisors, LLC | 4,783 | $156.6 萬 | 1.05% | −753−13.6% | 減碼 |
| AJ Advisors, LLC | 4,784 | $156.6 萬 | 0.49% | +15+0.3% | 加碼 |
| Matauro, LLC | 4,784 | $156.6 萬 | 0.21% | +34+0.7% | 加碼 |
| Mfg Wealth Management, Inc. | 4,802 | $157.2 萬 | 1.12% | −19−0.4% | 減碼 |
| Trust Co of Oklahoma | 4,803 | $157.2 萬 | 0.40% | +549+12.9% | 加碼 |
| Centurion Wealth Management LLC | 4,808 | $157.4 萬 | 0.38% | −1,334−21.7% | 減碼 |
| Cardiff Park Advisors, LLC | 4,812 | $157.5 萬 | 0.12% | +3+0.1% | 加碼 |