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 24 家機構申報持有 JPM。看 2026 年第 3 季
- 持有機構
- 5,158
- 較 2026 年第 1 季 +123 家
- 持有股數
- 19.7 億
- 較 2026 年第 1 季 +2,529 萬 (+1.3%)
- 總市值
- $6,437 億
- 較 2026 年第 1 季 +$734.2 億 (+12.9%)
- 新進機構
- 237
- 另有 2,268 家加碼
- 清倉機構
- 114
- 另有 2,116 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 |
|---|---|---|---|---|---|
| Legacy Capital Group California, Inc. | 6,630 | $217.0 萬 | 0.65% | −141−2.1% | 減碼 |
| Northstar Financial Companies, Inc. | 6,637 | $217.2 萬 | 1.46% | +606+10.0% | 加碼 |
| Golden Reserve Retirement LLC | 6,656 | $217.9 萬 | 0.34% | +3,544+113.9% | 加碼 |
| Traveka Wealth, LLC | 6,662 | $218.1 萬 | 0.73% | −158−2.3% | 減碼 |
| Sunflower Bank, N.A. | 6,671 | $218.4 萬 | 0.52% | +274+4.3% | 加碼 |
| Aspen Grove Capital, LLC | 6,670 | $218.4 萬 | 0.31% | +20.0% | 加碼 |
| Flagstone Financial Management | 6,694 | $219.1 萬 | 0.49% | 00.0% | 不變 |
| Carr Financial Group Corp | 6,695 | $219.1 萬 | 0.50% | +33+0.5% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 6,712 | $219.7 萬 | 0.07% | −10−0.1% | 減碼 |
| Almanack Investment Partners, LLC. | 6,721 | $220.0 萬 | 0.28% | +1,980+41.8% | 加碼 |
| LVZ Advisors, Inc. | 6,727 | $220.2 萬 | 0.22% | +227+3.5% | 加碼 |
| Orca Investment Management, LLC | 6,744 | $220.8 萬 | 1.60% | −64−0.9% | 減碼 |
| Smith Thornton Advisors LLC | 6,600 | $220.8 萬 | 0.97% | +1,852+39.0% | 加碼 |
| TLWM | 6,765 | $221.4 萬 | 0.36% | −83−1.2% | 減碼 |
| Berry Wealth Group, LP | 6,766 | $221.5 萬 | 7.12% | +20+0.3% | 加碼 |
| GTS Securities LLC | 6,769 | $221.6 萬 | 0.05% | −18,429−73.1% | 減碼 |
| Symphony Financial Services, Inc. | 6,769 | $221.6 萬 | 1.00% | −218−3.1% | 減碼 |
| Coquina Private Wealth LLC | 6,776 | $221.8 萬 | 1.51% | +13+0.2% | 加碼 |
| Jefferson Bridge Capital, LLC | 6,785 | $222.1 萬 | 1.92% | 00.0% | 不變 |
| Winmill & Co. Inc | 6,800 | $222.6 萬 | 0.49% | 00.0% | 不變 |
| Leonteq Securities AG | 6,805 | $222.7 萬 | 0.13% | −1,911−21.9% | 減碼 |
| Investment Research Partners LLC | 6,822 | $223.3 萬 | 0.76% | +883+14.9% | 加碼 |
| Cascades Capital Asset Management, LLC | 6,827 | $223.5 萬 | 0.83% | +52+0.8% | 加碼 |
| Beacon Investment Advisors LLC | 6,833 | $223.7 萬 | 0.70% | +30.0% | 加碼 |
| Talisman Wealth Advisors LLC | 6,836 | $223.8 萬 | 1.72% | +251+3.8% | 加碼 |
| Colton Groome Financial Advisors, LLC | 6,856 | $224.4 萬 | 0.54% | +522+8.2% | 加碼 |
| Virtue Asset Management LLC | 6,857 | $224.4 萬 | 1.58% | +459+7.2% | 加碼 |
| Richard W. Paul & Associates, LLC | 6,858 | $224.5 萬 | 0.69% | +571+9.1% | 加碼 |
| Pacific Point Advisors, LLC | 6,874 | $225.0 萬 | 1.03% | +2,382+53.0% | 加碼 |
| Fairscale Capital, LLC | 6,876 | $225.1 萬 | 1.34% | −28−0.4% | 減碼 |
| Christine Messmer PC | 6,897 | $225.8 萬 | 1.27% | +101+1.5% | 加碼 |
| Vigilare Wealth Management | 6,897 | $225.8 萬 | 0.69% | +45+0.7% | 加碼 |
| Collaborative Fund Advisors, LLC | 6,906 | $226.1 萬 | 1.32% | +1,860+36.9% | 加碼 |
| Ewa, LLC | 6,910 | $226.2 萬 | 0.41% | +722+11.7% | 加碼 |
| Cahill Financial Advisors Inc | 6,916 | $226.4 萬 | 0.22% | −32−0.5% | 減碼 |
| Nicholson Wealth Management Group, LLC | 6,940 | $227.2 萬 | 1.34% | +4,418+175.2% | 加碼 |
| Potomac Fund Management Inc | 6,946 | $227.4 萬 | 0.06% | −47−0.7% | 減碼 |
| Argyle Capital Partners, LLC | 6,957 | $227.7 萬 | 1.43% | −23−0.3% | 減碼 |
| Matrix Trust Co | 6,964 | $228.0 萬 | 0.33% | −2,366−25.4% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 6,977 | $228.4 萬 | 0.75% | +81+1.2% | 加碼 |
| Ruffer LLP | 7,000 | $228.9 萬 | 0.08% | 00.0% | 不變 |
| SC&H Financial Advisors, Inc. | 6,997 | $229.0 萬 | 0.30% | +10.0% | 加碼 |
| Werba Rubin Papier Wealth Management | 6,999 | $229.1 萬 | 0.28% | +245+3.6% | 加碼 |
| Buckland Partners Management Co LLC | 7,000 | $229.1 萬 | 1.12% | 00.0% | 不變 |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,010 | $229.5 萬 | 0.92% | +294+4.4% | 加碼 |
| Game Creek Capital, LP | 7,025 | $229.9 萬 | 0.99% | −725−9.4% | 減碼 |
| Westside Investment Management, Inc. | 7,028 | $230.0 萬 | 0.30% | +20+0.3% | 加碼 |
| JFS Wealth Advisors, LLC | 7,044 | $230.6 萬 | 0.11% | −179−2.5% | 減碼 |
| BCV Asset Management Inc. | 6,986 | $230.6 萬 | 0.07% | +4+0.1% | 加碼 |
| Trilogy Capital Inc. | 7,052 | $230.8 萬 | 0.09% | −497−6.6% | 減碼 |
| Topsail Wealth Management, LLC | 7,065 | $231.3 萬 | 0.30% | +72+1.0% | 加碼 |
| Bluebird Wealth Management LLC | 7,066 | $231.3 萬 | 2.01% | +1,094+18.3% | 加碼 |
| Landmark Wealth Management, LLC | 7,086 | $231.9 萬 | 0.56% | −659−8.5% | 減碼 |
| Granite Islands Private Wealth, LLC | 7,120 | $232.0 萬 | 1.72% | +197+2.8% | 加碼 |
| Corsicana & Co. | 7,096 | $232.3 萬 | 1.13% | +390+5.8% | 加碼 |
| Solidarilty Wealth, LLC | 7,104 | $232.5 萬 | 0.40% | −4,951−41.1% | 減碼 |
| My Purposeful Wealth Corp. | 7,118 | $233.0 萬 | 0.44% | +4,908+222.1% | 加碼 |
| Armor Investment Advisors, LLC | 7,122 | $233.1 萬 | 0.75% | −242−3.3% | 減碼 |
| Gilpin Wealth Management, LLC | 7,127 | $233.3 萬 | 1.61% | −179−2.5% | 減碼 |
| Up Strategic Wealth Investment Advisors LLC | 6,494 | $233.3 萬 | 1.39% | 00.0% | 不變 |
| Edgemoor Investment Advisors, Inc. | 7,132 | $233.5 萬 | 0.16% | −12−0.2% | 減碼 |
| Sustainable Insight Capital Management, LLC | 7,147 | $233.9 萬 | 1.00% | −9,510−57.1% | 減碼 |
| CWC Advisors, LLC. | 7,147 | $233.9 萬 | 1.04% | +5,491+331.6% | 加碼 |
| Penn Davis McFarland Inc | 7,150 | $234.0 萬 | 0.21% | +5,000+232.6% | 加碼 |
| Trust Co | 7,156 | $234.2 萬 | 0.21% | −2,714−27.5% | 減碼 |
| Caldwell Sutter Capital, Inc. | 7,167 | $234.6 萬 | 0.88% | −1,829−20.3% | 減碼 |
| Promethium Advisors,llc | 7,174 | $234.8 萬 | 1.13% | −550−7.1% | 減碼 |
| Sun Financial Inc | 6,529 | $234.9 萬 | 1.11% | +264+4.2% | 加碼 |
| McGuire Capital Advisors Inc | 7,198 | $235.6 萬 | 1.29% | +576+8.7% | 加碼 |
| TFC Financial Management | 7,198 | $235.6 萬 | 0.26% | +426+6.3% | 加碼 |
| Cladis Investment Advisory, LLC | 7,203 | $235.8 萬 | 1.10% | 00.0% | 不變 |
| Elser Financial Planning, Inc | 7,205 | $235.8 萬 | 0.10% | −748−9.4% | 減碼 |
| Fjell Capital, LLC | 7,209 | $236.0 萬 | 1.61% | +428+6.3% | 加碼 |
| Heartwood Wealth Advisors LLC | 7,210 | $236.0 萬 | 0.18% | −94−1.3% | 減碼 |
| Nabity-Jensen Investment Management Inc | 7,210 | $236.0 萬 | 1.45% | 00.0% | 不變 |
| McNaughton Wealth Management, LLC | 7,222 | $236.4 萬 | 0.84% | +406+6.0% | 加碼 |
| Shepherd Street Advisors LLC | 6,815 | $236.4 萬 | 2.07% | 00.0% | 不變 |
| bLong Financial, LLC | 7,225 | $236.5 萬 | 1.54% | −100−1.4% | 減碼 |
| Sterling Wealth Management, Inc. | 7,228 | $236.6 萬 | 0.59% | 00.0% | 不變 |
| Ames National Corp | 7,255 | $237.5 萬 | 1.31% | −150−2.0% | 減碼 |
| Sutton Place Investors LLC | 7,261 | $237.7 萬 | 1.15% | +24+0.3% | 加碼 |
| Hendershot Investments Inc. | 7,263 | $237.7 萬 | 0.31% | 00.0% | 不變 |
| Wincap Financial LLC | 7,273 | $238.1 萬 | 1.29% | −57−0.8% | 減碼 |
| Plante Moran Financial Advisors, LLC | 7,276 | $238.2 萬 | 0.11% | −1,689−18.8% | 減碼 |
| Altman Advisors, Inc. | 7,290 | $238.6 萬 | 0.86% | −84−1.1% | 減碼 |
| Onefund, LLC | 7,303 | $239.0 萬 | 1.36% | −177−2.4% | 減碼 |
| Vantus Wealth LLC | 7,315 | $239.4 萬 | 1.28% | +7,315 | 新進 |
| Cannon Advisors, Inc. | 6,989 | $239.6 萬 | 1.46% | −5,502−44.0% | 減碼 |
| Fortress Private Ledger, LLC | 7,347 | $240.5 萬 | 0.66% | +442+6.4% | 加碼 |
| Atticus Wealth Management, LLC | 7,354 | $240.7 萬 | 0.57% | −59−0.8% | 減碼 |
| BHK Investment Advisors, LLC | 7,361 | $240.9 萬 | 0.72% | −174−2.3% | 減碼 |
| GWN Securities Inc. | 7,361 | $241.0 萬 | 0.40% | +249+3.5% | 加碼 |
| 5th Street Advisors, LLC | 7,362 | $241.0 萬 | 0.93% | 00.0% | 不變 |
| Garrison Point Advisors, LLC | 7,371 | $241.3 萬 | 0.98% | −30−0.4% | 減碼 |
| R.H. Investment Group, LLC | 7,390 | $241.9 萬 | 1.82% | 00.0% | 不變 |
| Thompson David Blair | 7,402 | $242.3 萬 | 1.21% | +650+9.6% | 加碼 |
| Forteris Wealth Management Inc. | 7,403 | $242.3 萬 | 1.98% | −117−1.6% | 減碼 |
| Five Oceans Advisors | 7,409 | $242.5 萬 | 0.78% | −8−0.1% | 減碼 |
| General Partner, Inc. | 7,422 | $242.9 萬 | 1.31% | 00.0% | 不變 |
| McLean Asset Management Corp | 6,908 | $243.0 萬 | 0.32% | +97+1.4% | 加碼 |