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 |
|---|---|---|---|---|---|
| Birmingham Capital Management Co Inc | 6,035 | $197.5 萬 | 0.75% | 00.0% | 不變 |
| Diligent Investors, LLC | 6,037 | $197.6 萬 | 0.44% | +49+0.8% | 加碼 |
| Bay Rivers Group | 6,041 | $197.7 萬 | 0.68% | 00.0% | 不變 |
| Hamrick Investment Counsel, llc | 6,042 | $197.8 萬 | 1.31% | −314−4.9% | 減碼 |
| Delta Investment Management, LLC | 6,049 | $198.0 萬 | 0.33% | −83−1.4% | 減碼 |
| Gould Asset Management LLC | 6,064 | $198.5 萬 | 0.31% | +163+2.8% | 加碼 |
| Systematic Financial Management LP | 6,075 | $198.9 萬 | 0.04% | 00.0% | 不變 |
| Dutch Asset Corp | 6,076 | $198.9 萬 | 0.99% | +292+5.0% | 加碼 |
| New World Advisors LLC | 6,080 | $199.0 萬 | 0.34% | +775+14.6% | 加碼 |
| City National Bank of Florida | 6,085 | $199.2 萬 | 0.84% | +1,624+36.4% | 加碼 |
| JM2 Capital Inc. | 6,086 | $199.2 萬 | 1.37% | −66−1.1% | 減碼 |
| Tandem Investment Partners LLC | 6,095 | $199.5 萬 | 1.54% | −320−5.0% | 減碼 |
| Sentry LLC | 6,101 | $199.7 萬 | 0.56% | 00.0% | 不變 |
| Garrett Wealth Advisory Group, LLC | 6,116 | $200.2 萬 | 0.31% | −280−4.4% | 減碼 |
| St. Clair Advisors, LLC | 6,116 | $200.2 萬 | 0.52% | 00.0% | 不變 |
| EJMK Ventures LLC | 6,119 | $200.3 萬 | 0.91% | −1,141−15.7% | 減碼 |
| Willow Creek Capital Management, Inc. | 6,122 | $200.4 萬 | 1.95% | +6,122 | 新進 |
| Ark Wealth Advisors LLC | 6,123 | $200.4 萬 | 1.78% | +502+8.9% | 加碼 |
| PUREfi Wealth, LLC | 6,131 | $200.7 萬 | 1.10% | +322+5.5% | 加碼 |
| Bull Harbor Capital LLC | 6,136 | $200.8 萬 | 0.39% | +1,928+45.8% | 加碼 |
| Bluedoor Private Wealth, LLC | 6,137 | $200.9 萬 | 0.85% | +16+0.3% | 加碼 |
| Financial Partners Group, Inc | 6,143 | $201.1 萬 | 0.20% | −26−0.4% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 6,155 | $201.5 萬 | 0.63% | 00.0% | 不變 |
| Legacy Capital Wealth Partners, LLC | 6,160 | $201.6 萬 | 0.39% | −15−0.2% | 減碼 |
| CM Wealth Advisors LLC | 6,163 | $201.7 萬 | 0.36% | +142+2.4% | 加碼 |
| Guardian Asset Advisors, LLC | 6,156 | $202.0 萬 | 0.93% | +1,318+27.2% | 加碼 |
| Arbor Capital Management Inc | 5,978 | $202.0 萬 | 1.99% | −721−10.8% | 減碼 |
| BayBridge Capital Group, LLC | 6,179 | $202.3 萬 | 1.05% | +455+7.9% | 加碼 |
| Darden Wealth Group Inc | 6,181 | $202.3 萬 | 0.80% | +336+5.7% | 加碼 |
| Colonial River Wealth Management, LLC | 6,187 | $202.5 萬 | 0.58% | −408−6.2% | 減碼 |
| Capital Square, LLC | 6,020 | $202.6 萬 | 0.89% | −44−0.7% | 減碼 |
| Hofer & Associates. Inc | 6,190 | $202.6 萬 | 0.98% | +195+3.3% | 加碼 |
| Virtu Financial LLC | 6,202 | $203.0 萬 | 0.06% | +6,202 | 新進 |
| Capstone Triton Financial Group, LLC | 6,202 | $203.0 萬 | 1.17% | +6,202 | 新進 |
| Frazier Financial Advisors, LLC | 6,202 | $203.0 萬 | 1.03% | −374−5.7% | 減碼 |
| Guardian Investment Management | 6,210 | $203.3 萬 | 1.39% | −743−10.7% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 6,215 | $203.4 萬 | 0.00% | +400+6.9% | 加碼 |
| AGH Wealth Advisors, LLC | 6,219 | $203.6 萬 | 1.28% | +256+4.3% | 加碼 |
| Powers Advisory Group, LLC | 6,227 | $203.8 萬 | 0.64% | −60−1.0% | 減碼 |
| Sippican Capital Advisors | 6,230 | $203.9 萬 | 1.24% | −15−0.2% | 減碼 |
| Bingham Private Wealth, LLC | 6,230 | $203.9 萬 | 1.40% | +59+1.0% | 加碼 |
| Kingdom Financial Group LLC. | 6,234 | $204.0 萬 | 0.52% | −214−3.3% | 減碼 |
| West Bancorporation Inc | 6,244 | $204.4 萬 | 0.87% | −356−5.4% | 減碼 |
| New England Research & Management, Inc. | 6,251 | $204.6 萬 | 0.80% | −725−10.4% | 減碼 |
| Fielder Capital Group LLC | 6,258 | $204.8 萬 | 0.44% | +38+0.6% | 加碼 |
| Birchcreek Wealth Management, LLC | 6,262 | $205.0 萬 | 0.80% | +541+9.5% | 加碼 |
| Rogco, LP | 6,268 | $205.2 萬 | 0.63% | −11−0.2% | 減碼 |
| Knollwood Investment Advisory, LLC | 6,273 | $205.3 萬 | 0.18% | 00.0% | 不變 |
| Alchemi Wealth, LLC | 6,275 | $205.4 萬 | 0.96% | +307+5.1% | 加碼 |
| Wilkerson Advisory Group LLC | 6,279 | $205.5 萬 | 0.63% | +149+2.4% | 加碼 |
| Longfellow Investment Management Co LLC | 6,281 | $205.6 萬 | 0.42% | 00.0% | 不變 |
| Keynote Financial Services LLC | 6,289 | $205.9 萬 | 0.96% | 00.0% | 不變 |
| Aventura Private Wealth, LLC | 6,291 | $205.9 萬 | 0.63% | +955+17.9% | 加碼 |
| Rosenberg Matthew Hamilton | 6,292 | $206.0 萬 | 0.38% | +133+2.2% | 加碼 |
| D'Orazio & Associates, Inc. | 6,303 | $206.3 萬 | 0.24% | +20+0.3% | 加碼 |
| SJS Investment Consulting Inc. | 6,304 | $206.4 萬 | 0.22% | +123+2.0% | 加碼 |
| Baron Wealth Management LLC | 6,315 | $206.7 萬 | 0.54% | +155+2.5% | 加碼 |
| Access Financial Services, Inc. | 6,330 | $207.2 萬 | 0.68% | −33−0.5% | 減碼 |
| Amplius Wealth Advisors, LLC | 6,336 | $207.4 萬 | 0.15% | +776+14.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 6,337 | $207.4 萬 | 0.01% | +5,455+618.5% | 加碼 |
| Hickory Point Bank & Trust | 6,342 | $207.6 萬 | 1.26% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 6,345 | $207.7 萬 | 0.51% | +4,985+366.5% | 加碼 |
| Aviso Wealth Management | 6,364 | $208.3 萬 | 0.82% | −513−7.5% | 減碼 |
| Berman McAleer LLC | 6,366 | $208.4 萬 | 0.24% | +71+1.1% | 加碼 |
| Curated Wealth Partners LLC | 6,369 | $208.5 萬 | 0.24% | +990+18.4% | 加碼 |
| KilterHowling LLC | 6,371 | $208.5 萬 | 0.93% | +176+2.8% | 加碼 |
| Miller Capital Partners, Inc. | 6,375 | $208.7 萬 | 0.82% | −17−0.3% | 減碼 |
| LeClair Wealth Partners LLC | 6,379 | $208.8 萬 | 1.08% | +4,813+307.3% | 加碼 |
| Crew Capital Management, Ltd. | 6,381 | $208.9 萬 | 1.14% | +208+3.4% | 加碼 |
| Patriot Investment Management Inc. | 6,397 | $209.4 萬 | 0.12% | −12−0.2% | 減碼 |
| Action Point Financial Planning, LLC | 6,411 | $209.4 萬 | 0.21% | +6,411 | 新進 |
| ABLE Financial Group, LLC | 6,400 | $209.5 萬 | 0.35% | −480−7.0% | 減碼 |
| Granite Harbor Advisors, Inc. | 6,413 | $209.9 萬 | 0.83% | −4−0.1% | 減碼 |
| Meadowbrook Wealth Management, LLC | 6,423 | $210.2 萬 | 2.26% | −60−0.9% | 減碼 |
| Garde Capital, Inc. | 6,432 | $210.5 萬 | 0.09% | +1,350+26.6% | 加碼 |
| Wiser Advisor Group LLC | 6,433 | $210.6 萬 | 2.31% | −5−0.1% | 減碼 |
| Eagle Strategies LLC | 6,449 | $211.1 萬 | 0.21% | +810+14.4% | 加碼 |
| Elevation Advisory Partners LLC | 6,242 | $211.5 萬 | 2.17% | −414−6.2% | 減碼 |
| Solstein Capital, LLC | 6,473 | $211.9 萬 | 0.73% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 6,474 | $211.9 萬 | 0.75% | 00.0% | 不變 |
| Stoneridge Investment Partners LLC | 6,027 | $212.0 萬 | 1.39% | +3,913+185.1% | 加碼 |
| Armstrong, Fleming & Moore, Inc | 6,490 | $212.4 萬 | 0.70% | −1,914−22.8% | 減碼 |
| 55 North Private Wealth, LLC | 6,506 | $212.9 萬 | 0.42% | +861+15.3% | 加碼 |
| Principal Street Partners, LLC | 6,514 | $213.2 萬 | 0.31% | −44−0.7% | 減碼 |
| Sunburst Financial Group, LLC | 6,517 | $213.3 萬 | 0.36% | +75+1.2% | 加碼 |
| Cornerstone National Bank & Trust Co | 6,412 | $214.2 萬 | 0.72% | −763−10.6% | 減碼 |
| CoreFirst Bank & Trust | 6,547 | $214.3 萬 | 1.07% | −155−2.3% | 減碼 |
| Rainier Family Wealth Inc | 6,548 | $214.3 萬 | 1.22% | −150−2.2% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 6,563 | $214.8 萬 | 0.09% | +6,563 | 新進 |
| Finward Bancorp | 6,563 | $214.8 萬 | 1.63% | −30−0.5% | 減碼 |
| Disciplined Investors, L.L.C. | 6,585 | $215.6 萬 | 1.08% | −81−1.2% | 減碼 |
| Vega Investment Solutions | 6,597 | $215.9 萬 | 0.31% | −7,057−51.7% | 減碼 |
| Alhambra Investment Partners LLC | 6,611 | $216.4 萬 | 0.94% | −201−3.0% | 減碼 |
| Crumly & Associates Inc. | 6,613 | $216.5 萬 | 0.41% | +147+2.3% | 加碼 |
| Pflug Koory, LLC | 6,617 | $216.6 萬 | 0.87% | 00.0% | 不變 |
| Montis Financial, LLC | 6,620 | $216.7 萬 | 0.44% | +9+0.1% | 加碼 |
| Warner Group LLC | 6,623 | $216.8 萬 | 0.53% | +5,191+362.5% | 加碼 |
| Whitaker-Myers Wealth Managers, LTD. | 6,623 | $216.8 萬 | 0.36% | +2,315+53.7% | 加碼 |
| HMV Wealth Advisors, LLC | 6,629 | $217.0 萬 | 0.84% | +465+7.5% | 加碼 |
| Legacy Capital Group California, Inc. | 6,630 | $217.0 萬 | 0.65% | −141−2.1% | 減碼 |