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 |
|---|---|---|---|---|---|
| BlueCrest Capital Management Ltd | 7,434 | $243.3 萬 | 0.10% | −44,758−85.8% | 減碼 |
| Forty-three Eighteen Advisors, LLC | 7,437 | $243.4 萬 | 1.64% | −11,424−60.6% | 減碼 |
| Moment Partners, LLC | 7,442 | $243.6 萬 | 0.44% | +75+1.0% | 加碼 |
| Altus Wealth Group LLC | 7,445 | $243.7 萬 | 0.88% | +244+3.4% | 加碼 |
| Intrua Financial, LLC | 7,463 | $244.3 萬 | 0.23% | +166+2.3% | 加碼 |
| Thrive Wealth Management, LLC | 7,467 | $244.4 萬 | 0.31% | +10.0% | 加碼 |
| Tortoise Investment Management, LLC | 7,492 | $245.2 萬 | 0.18% | +146+2.0% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 7,494 | $245.3 萬 | 2.20% | −9−0.1% | 減碼 |
| May Hill Capital, LLC | 7,496 | $245.4 萬 | 0.51% | +403+5.7% | 加碼 |
| WJ Financial Advisors LLC | 7,517 | $246.1 萬 | 1.81% | 00.0% | 不變 |
| Phillips Wealth Planners LLC | 7,254 | $246.1 萬 | 1.81% | +13+0.2% | 加碼 |
| Karras Company, Inc. | 7,518 | $246.1 萬 | 2.23% | −36−0.5% | 減碼 |
| Hexagon Capital Partners LLC | 7,528 | $246.4 萬 | 0.35% | +922+14.0% | 加碼 |
| Integrated Quantitative Investments LLC | 7,529 | $246.4 萬 | 0.40% | −3,552−32.1% | 減碼 |
| First National Bank Sioux Falls | 7,954 | $246.5 萬 | 0.67% | 00.0% | 不變 |
| Advus Financial Partners, LLC | 7,541 | $246.8 萬 | 0.70% | +6,702+798.8% | 加碼 |
| CFO4Life Group, LLC | 7,557 | $247.4 萬 | 0.33% | +69+0.9% | 加碼 |
| CPA Asset Management LLC | 7,561 | $247.5 萬 | 0.71% | +158+2.1% | 加碼 |
| Petros Family Wealth, LLC | 7,566 | $247.7 萬 | 1.52% | +110+1.5% | 加碼 |
| Vista Capital Partners, Inc. | 7,589 | $248.4 萬 | 0.22% | +52+0.7% | 加碼 |
| Genus Capital Management Inc. | 7,592 | $248.5 萬 | 0.24% | −1,900−20.0% | 減碼 |
| Wealth Dimensions Group, Ltd. | 7,596 | $248.6 萬 | 0.45% | −17−0.2% | 減碼 |
| Riverbend Wealth Management, LLC | 7,606 | $249.0 萬 | 1.27% | +378+5.2% | 加碼 |
| ZEGA Investments, LLC | 7,609 | $249.1 萬 | 0.42% | −8,741−53.5% | 減碼 |
| Kozak & Associates, Inc. | 7,459 | $249.2 萬 | 0.43% | +40+0.5% | 加碼 |
| Pacific Capital Partners Ltd | 7,622 | $249.5 萬 | 2.16% | +3,722+95.4% | 加碼 |
| BXM Wealth LLC | 7,659 | $250.7 萬 | 1.36% | +985+14.8% | 加碼 |
| Kirtland Hills Capital Management, LLC | 7,665 | $250.9 萬 | 0.71% | +776+11.3% | 加碼 |
| O'Brien Greene & Co. Inc | 7,668 | $251.0 萬 | 0.69% | −973−11.3% | 減碼 |
| Oakwell Private Wealth Management, LLC | 7,670 | $251.1 萬 | 0.42% | −876−10.3% | 減碼 |
| Miller Financial Services LLC | 7,673 | $251.2 萬 | 2.03% | +7,673 | 新進 |
| Menard Financial Group LLC | 7,688 | $251.6 萬 | 1.37% | +902+13.3% | 加碼 |
| Mason & Associates Inc | 7,696 | $251.9 萬 | 0.41% | −71−0.9% | 減碼 |
| Trust Co of the South | 7,701 | $252.1 萬 | 0.35% | −5−0.1% | 減碼 |
| Castle Wealth Management LLC | 7,701 | $252.1 萬 | 0.75% | +52+0.7% | 加碼 |
| Defined Wealth Management, LLC | 7,705 | $252.2 萬 | 1.30% | +71+0.9% | 加碼 |
| Blue Line Capital, LLC | 7,706 | $252.2 萬 | 2.18% | +2,441+46.4% | 加碼 |
| PFC Capital Group, Inc. | 7,710 | $252.3 萬 | 0.97% | −141−1.8% | 減碼 |
| Howard Financial Services, Ltd. | 7,710 | $252.4 萬 | 0.25% | +551+7.7% | 加碼 |
| KRS Capital Management, LLC | 7,713 | $252.5 萬 | 1.18% | +39+0.5% | 加碼 |
| Eley Financial Management, Inc | 7,726 | $252.9 萬 | 0.82% | −238−3.0% | 減碼 |
| W Advisors, LLC | 7,746 | $253.6 萬 | 1.15% | −26−0.3% | 減碼 |
| Palacios Wealth Management, LLC | 7,754 | $253.8 萬 | 1.50% | −15−0.2% | 減碼 |
| Dala Group, LLC | 7,756 | $253.9 萬 | 2.09% | −478−5.8% | 減碼 |
| Eukles Asset Management | 7,770 | $254.3 萬 | 1.05% | +142+1.9% | 加碼 |
| Holistic Planning, LLC | 7,770 | $254.3 萬 | 0.40% | +159+2.1% | 加碼 |
| Syntegra Private Wealth Group, LLC | 7,772 | $254.4 萬 | 0.20% | +297+4.0% | 加碼 |
| Mirabaud Asset Management Ltd | 7,738 | $254.9 萬 | 2.12% | −21,759−73.8% | 減碼 |
| Sather Financial Group Inc | 7,789 | $255.0 萬 | 0.15% | +482+6.6% | 加碼 |
| Lodestar Private Asset Management LLC | 7,792 | $255.1 萬 | 0.22% | +1,854+31.2% | 加碼 |
| COFG Advisors, LLC | 7,798 | $255.2 萬 | 0.44% | +2,510+47.5% | 加碼 |
| Cornerstone Planning Group LLC | 7,337 | $255.5 萬 | 0.32% | −21−0.3% | 減碼 |
| Syntax Research, Inc. | 7,806 | $255.5 萬 | 1.87% | +54+0.7% | 加碼 |
| Northwest Wealth Management, LLC | 7,818 | $255.9 萬 | 0.34% | +45+0.6% | 加碼 |
| Total Wealth Planning & Management, Inc. | 7,819 | $255.9 萬 | 1.86% | +284+3.8% | 加碼 |
| MBA Advisors LLC | 7,825 | $256.1 萬 | 0.87% | −54−0.7% | 減碼 |
| Regent Peak Wealth Advisors LLC | 7,828 | $256.2 萬 | 0.47% | +245+3.2% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 7,831 | $256.3 萬 | 0.65% | +24+0.3% | 加碼 |
| Brian Low Financial Group, LLC | 7,833 | $256.4 萬 | 1.50% | +1,084+16.1% | 加碼 |
| Alliance Private Wealth, LLC | 7,833 | $256.4 萬 | 0.89% | −410−5.0% | 減碼 |
| Security National Bank of So Dak | 7,839 | $256.6 萬 | 1.18% | −1,597−16.9% | 減碼 |
| Annandale Capital, LLC | 7,842 | $256.7 萬 | 0.38% | 00.0% | 不變 |
| Paulson Wealth Management Inc. | 7,845 | $256.8 萬 | 0.54% | +42+0.5% | 加碼 |
| Johnson & White Wealth Management, LLC | 7,866 | $257.5 萬 | 0.96% | −76−1.0% | 減碼 |
| Tortuga Wealth Management, Inc | 7,870 | $257.6 萬 | 1.95% | −278−3.4% | 減碼 |
| Florida Financial Advisors, LLC | 7,877 | $258.0 萬 | 0.44% | +1,043+15.3% | 加碼 |
| Northstar Group, Inc. | 7,890 | $258.3 萬 | 0.33% | −50−0.6% | 減碼 |
| Ti-Trust, Inc | 7,895 | $258.4 萬 | 1.39% | 00.0% | 不變 |
| Kelly Lawrence W & Associates Inc | 7,903 | $258.7 萬 | 0.55% | −200−2.5% | 減碼 |
| Newbridge Financial Services Group, Inc. | 7,919 | $259.2 萬 | 0.32% | +3,966+100.3% | 加碼 |
| American State Bank (Iowa) | 7,939 | $259.9 萬 | 1.05% | +173+2.2% | 加碼 |
| Element Wealth, LLC | 7,946 | $260.1 萬 | 0.98% | −147−1.8% | 減碼 |
| Jmac Enterprises LLC | 7,956 | $260.4 萬 | 0.44% | 00.0% | 不變 |
| Stanley-Laman Group, Ltd. | 7,956 | $260.4 萬 | 0.26% | +86+1.1% | 加碼 |
| Accel Wealth Management | 7,968 | $260.8 萬 | 0.59% | −115−1.4% | 減碼 |
| Patron Partners Advisors, LLC | 7,985 | $261.4 萬 | 1.00% | +1,215+17.9% | 加碼 |
| GoodHaven Capital Management, LLC | 8,000 | $261.9 萬 | 0.83% | 00.0% | 不變 |
| Summit Wealth & Retirement Planning, Inc. | 8,002 | $261.9 萬 | 0.56% | −100−1.2% | 減碼 |
| Aspen Wealth Strategies, LLC | 8,013 | $262.3 萬 | 1.27% | −42−0.5% | 減碼 |
| Orographic Financial Advisors, LLC | 7,185 | $262.3 萬 | 1.74% | −645−8.2% | 減碼 |
| McAdam, LLC | 8,014 | $262.3 萬 | 0.10% | +1,994+33.1% | 加碼 |
| HBW Advisory Services LLC | 8,014 | $262.3 萬 | 0.24% | +945+13.4% | 加碼 |
| Cercano Management LLC | 8,022 | $262.6 萬 | 0.35% | −20,363−71.7% | 減碼 |
| Orion Capital Management LLC | 8,024 | $262.6 萬 | 0.82% | 00.0% | 不變 |
| Global Wealth Strategies & Associates | 8,027 | $262.7 萬 | 0.50% | +6,400+393.4% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 8,035 | $263.0 萬 | 0.64% | −279−3.4% | 減碼 |
| Centerpoint Advisory Group | 8,041 | $263.2 萬 | 1.67% | −538−6.3% | 減碼 |
| Ruggiero Investments, Inc. | 8,058 | $263.8 萬 | 2.24% | −3,523−30.4% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,058 | $263.8 萬 | 0.96% | +1,872+30.3% | 加碼 |
| Warm Springs Advisors Inc. | 8,067 | $264.1 萬 | 1.83% | 00.0% | 不變 |
| Lantz Financial LLC | 8,068 | $264.1 萬 | 0.48% | −15−0.2% | 減碼 |
| Fortem Financial Group, LLC | 8,070 | $264.1 萬 | 0.54% | −749−8.5% | 減碼 |
| Tudor Financial Inc. | 8,097 | $265.0 萬 | 1.19% | −33−0.4% | 減碼 |
| Saiph Capital, LLC | 8,098 | $265.1 萬 | 0.79% | +493+6.5% | 加碼 |
| Commons Capital, LLC | 8,098 | $265.1 萬 | 1.85% | +101+1.3% | 加碼 |
| Anb Bank | 8,101 | $265.2 萬 | 0.99% | −221−2.7% | 減碼 |
| 626 Financial, LLC | 8,117 | $265.7 萬 | 1.04% | −95−1.2% | 減碼 |
| Midway Capital Research & Management | 8,122 | $265.9 萬 | 2.11% | +72+0.9% | 加碼 |
| One Wealth Advisors, LLC | 8,131 | $266.1 萬 | 0.29% | +196+2.5% | 加碼 |
| Asset Advisory Group, Inc. | 8,142 | $266.5 萬 | 1.16% | 00.0% | 不變 |