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
2026 年第 3 季的資料還在陸續進來，目前 13 家機構申報持有 JPM。看 2026 年第 3 季
- 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 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $2,789 億 |
| 2021 年第 4 季 | 3,595 | $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 |
|---|---|---|---|---|---|
| M.E. Allison & Co., Inc. | 5,356 | $175.3 萬 | 1.01% | +83+1.6% | 加碼 |
| Brucke Financial, Inc. | 5,357 | $175.3 萬 | 0.78% | −18−0.3% | 減碼 |
| Clifford Group, LLC | 5,361 | $175.5 萬 | 1.21% | +5+0.1% | 加碼 |
| Secured Retirement Advisors, LLC | 5,363 | $175.6 萬 | 0.90% | −1,919−26.4% | 減碼 |
| Jacobsen Capital Management | 5,373 | $175.9 萬 | 0.51% | +32+0.6% | 加碼 |
| Unified Investment Management | 5,376 | $176.0 萬 | 1.64% | +66+1.2% | 加碼 |
| Horizon Wealth Management, LLC | 5,376 | $176.0 萬 | 0.22% | +15+0.3% | 加碼 |
| Westhampton Capital, LLC | 5,378 | $176.0 萬 | 0.73% | 00.0% | 不變 |
| MinichMacGregor Wealth Management, LLC | 5,385 | $176.3 萬 | 0.27% | −101−1.8% | 減碼 |
| Spinnaker Investment Group, LLC | 5,389 | $176.4 萬 | 0.28% | +637+13.4% | 加碼 |
| Sandro Wealth Management LLC | 5,392 | $176.5 萬 | 1.28% | +189+3.6% | 加碼 |
| Founders Grove Wealth Partners, LLC | 5,395 | $176.6 萬 | 0.35% | +2,012+59.5% | 加碼 |
| Gsa Capital Partners LLP | 5,395 | $176.6 萬 | 0.11% | −8,066−59.9% | 減碼 |
| Grant Street Asset Management, Inc. | 5,396 | $176.6 萬 | 0.29% | −138−2.5% | 減碼 |
| Wilian Securities, LLC | 5,398 | $176.7 萬 | 1.04% | +2,244+71.1% | 加碼 |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 5,400 | $176.8 萬 | 0.87% | +5,400 | 新進 |
| Andrew Hill Investment Advisors, Inc. | 5,406 | $177.0 萬 | 1.31% | −3,998−42.5% | 減碼 |
| OFS Enterprise LLC | 5,414 | $177.2 萬 | 0.45% | −677−11.1% | 減碼 |
| Avaii Wealth Management, LLC | 5,419 | $177.4 萬 | 0.52% | −23,498−81.3% | 減碼 |
| Seven Mile Advisory | 5,420 | $177.4 萬 | 1.19% | −553−9.3% | 減碼 |
| Fell Capital Management | 5,420 | $177.4 萬 | 1.49% | −225−4.0% | 減碼 |
| Diversified Management Inc | 5,432 | $177.8 萬 | 0.38% | −14,474−72.7% | 減碼 |
| Fidelity D & D Bancorp Inc | 5,434 | $177.9 萬 | 0.61% | +119+2.2% | 加碼 |
| Creative Financial Designs Inc | 5,461 | $178.8 萬 | 0.09% | +496+10.0% | 加碼 |
| Garden State Investment Advisory Services LLC | 5,462 | $178.9 萬 | 0.35% | +37+0.7% | 加碼 |
| Prairie Advisory, LLC | 5,467 | $179.0 萬 | 0.43% | +5,467 | 新進 |
| GatePass Capital, LLC | 5,469 | $179.0 萬 | 0.68% | +267+5.1% | 加碼 |
| Proathlete Wealth Management LLC | 5,469 | $179.1 萬 | 0.44% | +19+0.3% | 加碼 |
| Fountainhead AM, LLC | 5,472 | $179.1 萬 | 1.34% | +2,445+80.8% | 加碼 |
| BWM Planning, LLC | 5,474 | $179.2 萬 | 0.42% | +591+12.1% | 加碼 |
| Kennedy Investment Group | 5,493 | $179.8 萬 | 0.61% | −85−1.5% | 減碼 |
| Baring Financial LLC | 5,494 | $179.8 萬 | 0.99% | −74−1.3% | 減碼 |
| Weinberger Asset Management, Inc | 5,121 | $180.2 萬 | 0.58% | +31+0.6% | 加碼 |
| WealthTrust Axiom LLC | 5,508 | $180.3 萬 | 0.40% | −135−2.4% | 減碼 |
| Financial Council Asset Management Inc | 5,509 | $180.3 萬 | 0.58% | −16−0.3% | 減碼 |
| Avalon Trust Co | 5,510 | $180.4 萬 | 0.11% | −210−3.7% | 減碼 |
| First National Bank | 5,514 | $180.5 萬 | 0.71% | +336+6.5% | 加碼 |
| KFG Wealth Management, LLC | 5,520 | $180.7 萬 | 0.20% | +1,923+53.5% | 加碼 |
| Portland Global Advisors LLC | 5,521 | $180.7 萬 | 0.17% | +111+2.1% | 加碼 |
| Parkway Wealth Management Group, LLC | 5,521 | $180.7 萬 | 0.21% | −95−1.7% | 減碼 |
| Legacy Financial Strategies, LLC | 5,533 | $181.1 萬 | 0.28% | −150−2.6% | 減碼 |
| Silvia McColl Wealth Management, LLC | 5,533 | $181.1 萬 | 1.09% | −34−0.6% | 減碼 |
| Elgethun Capital Management | 5,565 | $182.1 萬 | 0.25% | +220+4.1% | 加碼 |
| Yoffe Investment Management, LLC | 5,574 | $182.5 萬 | 2.09% | +5+0.1% | 加碼 |
| Crown Wealth Group, LLC | 5,581 | $182.7 萬 | 0.46% | +76+1.4% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,594 | $183.1 萬 | 0.52% | +380+7.3% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 5,596 | $183.2 萬 | 0.68% | −9,240−62.3% | 減碼 |
| New Covenant Trust Company, N.A. | 5,620 | $184.0 萬 | 1.39% | +85+1.5% | 加碼 |
| Wilkins Miller Wealth Management, LLC | 5,620 | $184.0 萬 | 1.01% | +167+3.1% | 加碼 |
| One + One Wealth Management, LLC | 5,623 | $184.1 萬 | 0.81% | −79−1.4% | 減碼 |
| Sepio Capital, LP | 5,637 | $184.5 萬 | 0.09% | −5,403−48.9% | 減碼 |
| Proffitt & Goodson Inc | 5,642 | $184.7 萬 | 0.25% | −228−3.9% | 減碼 |
| Brave Warrior Advisors, LLC | 5,643 | $184.7 萬 | 0.04% | 00.0% | 不變 |
| Evansbrook LLC | 5,652 | $185.0 萬 | 1.10% | −7−0.1% | 減碼 |
| Nadler Financial Group, Inc. | 5,659 | $185.2 萬 | 0.16% | −68−1.2% | 減碼 |
| Crusonia Wealth Advisors LLC | 5,674 | $185.7 萬 | 0.31% | +609+12.0% | 加碼 |
| Capital Investment Counsel, Inc | 5,675 | $185.8 萬 | 0.20% | −8−0.1% | 減碼 |
| Arwa LLC | 5,415 | $185.8 萬 | 0.77% | −396−6.8% | 減碼 |
| RMR Capital Management, LLC | 5,677 | $185.8 萬 | 1.28% | 00.0% | 不變 |
| Fairvoy Private Wealth, LLC | 5,679 | $185.9 萬 | 0.38% | +500+9.7% | 加碼 |
| Independent Solutions Wealth Management, LLC | 5,680 | $185.9 萬 | 0.24% | −4,443−43.9% | 減碼 |
| Navis Wealth Advisors, LLC | 5,687 | $186.1 萬 | 0.71% | −433−7.1% | 減碼 |
| DB&C Advisors, LLC | 5,702 | $186.7 萬 | 2.02% | +16+0.3% | 加碼 |
| Bridgewealth Advisory Group, LLC | 5,703 | $186.7 萬 | 0.35% | −11−0.2% | 減碼 |
| Evernest Financial Advisors, LLC | 5,706 | $186.8 萬 | 0.39% | +320+5.9% | 加碼 |
| A4 Wealth Advisors LLC | 5,712 | $187.0 萬 | 1.26% | +531+10.2% | 加碼 |
| Oak Grove Capital LLC | 5,719 | $187.2 萬 | 0.14% | −1,281−18.3% | 減碼 |
| Gerber, LLC | 5,730 | $187.6 萬 | 0.88% | +5+0.1% | 加碼 |
| Peoples Bank | 5,740 | $187.9 萬 | 1.83% | −390−6.4% | 減碼 |
| Summit Wealth Group LLC | 5,743 | $188.0 萬 | 0.16% | +864+17.7% | 加碼 |
| Portland Investment Counsel Inc. | 5,752 | $188.3 萬 | 0.53% | 00.0% | 不變 |
| Willner & Heller, LLC | 5,762 | $188.6 萬 | 1.18% | +35+0.6% | 加碼 |
| Sendero Wealth Management, LLC | 5,790 | $189.5 萬 | 0.19% | −24−0.4% | 減碼 |
| Olistico Wealth, LLC | 5,795 | $189.7 萬 | 0.81% | −262−4.3% | 減碼 |
| Evolution Wealth Advisors, LLC | 5,806 | $190.0 萬 | 0.22% | −559−8.8% | 減碼 |
| Hurley Capital, LLC | 5,810 | $190.2 萬 | 0.99% | +114+2.0% | 加碼 |
| Blue Jean Financial LLC | 5,815 | $190.3 萬 | 1.32% | −107−1.8% | 減碼 |
| Shakespeare Wealth Management, Inc. | 5,821 | $190.5 萬 | 0.50% | −51−0.9% | 減碼 |
| Stonekeep Investments, LLC | 5,832 | $190.9 萬 | 1.11% | +1,877+47.5% | 加碼 |
| Cassia Capital Partners, LLC | 5,836 | $191.0 萬 | 0.93% | −21−0.4% | 減碼 |
| Tennessee Valley Asset Management Partners | 5,847 | $191.4 萬 | 0.21% | +105+1.8% | 加碼 |
| Oak Barrel Wealth Advisory LLC | 5,865 | $192.0 萬 | 0.85% | +5,865 | 新進 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 5,870 | $192.2 萬 | 0.66% | +5,870 | 新進 |
| BCJ Capital Management, LLC | 5,880 | $192.5 萬 | 0.10% | +560+10.5% | 加碼 |
| Investment House LLC | 5,881 | $192.5 萬 | 0.09% | −6,266−51.6% | 減碼 |
| Bridgefront Capital, LLC | 5,885 | $192.6 萬 | 0.51% | +5,885 | 新進 |
| Ridge Creek Global, Inc | 5,890 | $192.8 萬 | 1.50% | 00.0% | 不變 |
| Tilia Fiduciary Partners, Inc. | 5,901 | $193.2 萬 | 0.92% | +68+1.2% | 加碼 |
| Investment Partners Asset Management, Inc. | 5,911 | $193.5 萬 | 1.08% | +5+0.1% | 加碼 |
| McDonough Capital Management, Inc | 5,912 | $193.5 萬 | 0.97% | +360+6.5% | 加碼 |
| Deseret Mutual Benefit Administrators | 5,925 | $193.9 萬 | 0.63% | −581−8.9% | 減碼 |
| Madison Wealth Partners, Inc | 5,929 | $194.1 萬 | 0.25% | +780+15.1% | 加碼 |
| Seamount Financial Group Inc | 5,938 | $194.4 萬 | 0.78% | −47−0.8% | 減碼 |
| Alpha Family Trust | 5,950 | $194.8 萬 | 0.78% | 00.0% | 不變 |
| Cascade Investment Group, Inc. | 5,961 | $195.1 萬 | 1.09% | −23−0.4% | 減碼 |
| Moller Financial Services | 5,978 | $195.7 萬 | 0.35% | −3−0.1% | 減碼 |
| Richardson Financial Services Inc. | 5,983 | $195.8 萬 | 1.11% | +491+8.9% | 加碼 |
| Intercapital, LLC | 6,000 | $196.4 萬 | 0.86% | −2,000−25.0% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 6,016 | $196.9 萬 | 0.95% | −851−12.4% | 減碼 |
| Spectrum Strategic Capital Management, LLC | 6,016 | $196.9 萬 | 0.98% | +294+5.1% | 加碼 |