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 |
|---|---|---|---|---|---|
| Balance Wealth, LLC | 8,145 | $266.6 萬 | 0.71% | +834+11.4% | 加碼 |
| Eagle Wealth Strategies LLC | 8,148 | $266.7 萬 | 1.02% | +6+0.1% | 加碼 |
| Birchbrook, Inc. | 8,157 | $267.0 萬 | 1.25% | −693−7.8% | 減碼 |
| Seeds Investor LLC | 8,159 | $267.1 萬 | 0.27% | +1,002+14.0% | 加碼 |
| Gilbert & Cook, Inc. | 8,168 | $267.3 萬 | 0.31% | +26+0.3% | 加碼 |
| First Heartland Consultants, Inc. | 8,168 | $267.4 萬 | 0.17% | +193+2.4% | 加碼 |
| Net Worth Advisory Group | 8,187 | $268.0 萬 | 0.68% | −553−6.3% | 減碼 |
| Gilman Hill Asset Management, LLC | 8,202 | $268.5 萬 | 0.37% | +458+5.9% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 8,229 | $269.4 萬 | 0.78% | −30−0.4% | 減碼 |
| Physicians Financial Services, Inc. | 8,232 | $269.5 萬 | 0.67% | 00.0% | 不變 |
| Wealth Group, Ltd. | 8,232 | $269.5 萬 | 0.67% | +3,686+81.1% | 加碼 |
| Northstar Advisory Group, LLC | 8,236 | $269.6 萬 | 0.84% | −415−4.8% | 減碼 |
| Wrapmanager Inc | 8,244 | $269.9 萬 | 0.84% | −105−1.3% | 減碼 |
| QTR Family Wealth, LLC | 8,244 | $269.9 萬 | 0.94% | +978+13.5% | 加碼 |
| Mendel Money Management | 8,250 | $270.0 萬 | 0.99% | −231−2.7% | 減碼 |
| Farrow Financial Inc. | 8,252 | $270.1 萬 | 1.44% | +110+1.4% | 加碼 |
| West Family Investments, Inc. | 8,256 | $270.2 萬 | 0.78% | +3,955+92.0% | 加碼 |
| Old Point Trust & Financial Services N A | 8,261 | $270.4 萬 | 0.82% | +695+9.2% | 加碼 |
| Stableford Capital II LLC | 8,265 | $270.5 萬 | 0.94% | −194−2.3% | 減碼 |
| Southeast Asset Advisors Inc. | 8,269 | $270.7 萬 | 0.27% | +20.0% | 加碼 |
| Cheviot Value Management, LLC | 8,273 | $270.8 萬 | 0.28% | +100+1.2% | 加碼 |
| Baker Tilly Wealth Management, LLC | 8,273 | $270.8 萬 | 0.58% | −86−1.0% | 減碼 |
| Corrado Advisors, LLC | 8,281 | $271.1 萬 | 1.25% | −33−0.4% | 減碼 |
| Deane Retirement Strategies, Inc. | 8,280 | $271.1 萬 | 1.15% | +8,280 | 新進 |
| Root Financial Partners, LLC | 8,305 | $271.9 萬 | 0.11% | +866+11.6% | 加碼 |
| Waterfront Wealth Inc. | 8,082 | $271.9 萬 | 0.42% | −16−0.2% | 減碼 |
| Milestone Asset Management, LLC | 8,308 | $271.9 萬 | 0.43% | +1,888+29.4% | 加碼 |
| Eaton Financial Holdings Company, LLC | 8,323 | $272.4 萬 | 0.75% | +320+4.0% | 加碼 |
| Orrstown Financial Services Inc | 8,327 | $272.6 萬 | 0.40% | −268−3.1% | 減碼 |
| Strait & Sound Wealth Management LLC | 8,348 | $273.3 萬 | 0.96% | −733−8.1% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 8,351 | $273.3 萬 | 0.33% | −130−1.5% | 減碼 |
| Monticello Wealth Management, LLC | 8,355 | $273.5 萬 | 0.15% | +907+12.2% | 加碼 |
| Income Insurance Ltd | 8,359 | $273.6 萬 | 1.63% | 00.0% | 不變 |
| WMS Group LLC | 8,364 | $273.8 萬 | 3.53% | −396−4.5% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 8,372 | $274.0 萬 | 0.68% | −967−10.4% | 減碼 |
| Cypress Capital Management LLC (WY) | 8,379 | $274.3 萬 | 2.29% | −12−0.1% | 減碼 |
| Bay Capital Advisors, LLC | 8,380 | $274.3 萬 | 1.47% | −18−0.2% | 減碼 |
| Samalin Investment Counsel, LLC | 8,381 | $274.3 萬 | 0.88% | −220−2.6% | 減碼 |
| Roxbury Financial LLC | 8,385 | $274.5 萬 | 2.17% | +68+0.8% | 加碼 |
| Ethos Capital Management, Inc. | 8,398 | $274.9 萬 | 1.96% | +2,339+38.6% | 加碼 |
| South Plains Financial, Inc. | 8,399 | $274.9 萬 | 1.48% | +999+13.5% | 加碼 |
| 111 Capital | 8,402 | $275.0 萬 | 0.47% | +2,645+45.9% | 加碼 |
| Convergence Investment Partners, LLC | 8,406 | $275.1 萬 | 0.26% | −6,551−43.8% | 減碼 |
| Citadel Investment Advisory, Inc. | 8,422 | $275.7 萬 | 1.25% | 00.0% | 不變 |
| Lazari Capital Management, Inc. | 8,427 | $275.8 萬 | 0.85% | −79−0.9% | 減碼 |
| Keystone Wealth Services, LLC | 8,437 | $276.2 萬 | 0.51% | +270+3.3% | 加碼 |
| Johnson Financial Group, LLC | 8,455 | $276.7 萬 | 0.15% | +2,697+46.8% | 加碼 |
| Icapital Wealth LLC | 8,462 | $277.0 萬 | 1.55% | 00.0% | 不變 |
| Matrix Private Capital Group LLC | 8,470 | $277.2 萬 | 1.21% | +11+0.1% | 加碼 |
| Fortitude Advisory Group L.L.C. | 8,476 | $277.4 萬 | 1.06% | +283+3.5% | 加碼 |
| Rodgers Brothers Inc. | 8,478 | $277.5 萬 | 0.27% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 8,488 | $277.8 萬 | 0.24% | +711+9.1% | 加碼 |
| Bouchey Financial Group Ltd | 8,495 | $278.1 萬 | 0.18% | +172+2.1% | 加碼 |
| Capital Management Associates | 8,500 | $278.2 萬 | 3.58% | 00.0% | 不變 |
| Curtis Advisory Group, LLC | 8,500 | $278.2 萬 | 0.54% | 00.0% | 不變 |
| Verum Partners LLC | 8,511 | $278.6 萬 | 0.42% | +1,852+27.8% | 加碼 |
| First National Bank & Trust Co of Newtown | 7,921 | $278.6 萬 | 0.57% | −8−0.1% | 減碼 |
| Virtue Capital Management, LLC | 8,533 | $279.3 萬 | 0.37% | −393−4.4% | 減碼 |
| Affiance Financial, LLC | 8,532 | $279.3 萬 | 0.40% | 00.0% | 不變 |
| Trust Investment Advisors | 8,541 | $279.6 萬 | 1.34% | −24−0.3% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 8,543 | $279.6 萬 | 0.03% | −592−6.5% | 減碼 |
| PCG Asset Management, LLC | 8,554 | $280.0 萬 | 2.01% | +21+0.2% | 加碼 |
| Westbourne Investment Advisors, Inc. | 8,555 | $280.0 萬 | 0.77% | 00.0% | 不變 |
| Invst, LLC | 8,563 | $280.3 萬 | 0.27% | +31+0.4% | 加碼 |
| Greatmark Investment Partners, Inc. | 8,577 | $280.8 萬 | 0.31% | 00.0% | 不變 |
| Greykasell Wealth Strategies, Inc. | 8,577 | $280.8 萬 | 1.02% | +20+0.2% | 加碼 |
| JNBA Financial Advisors | 8,578 | $280.8 萬 | 0.21% | +20+0.2% | 加碼 |
| Serenity Investment Advisors | 8,008 | $281.5 萬 | 1.20% | −206−2.5% | 減碼 |
| Platform Wealth Management, LLC | 8,613 | $281.9 萬 | 1.03% | +8,613 | 新進 |
| 1620 Investment Advisors, Inc. | 8,618 | $282.1 萬 | 1.75% | −262−3.0% | 減碼 |
| Shaker Investments LLC | 8,630 | $282.5 萬 | 1.02% | −82−0.9% | 減碼 |
| Wealth Management Associates, Inc. | 8,631 | $282.5 萬 | 0.78% | +305+3.7% | 加碼 |
| O'Domhnaill Enterprises, Inc. | 8,635 | $282.6 萬 | 2.26% | +3,868+81.1% | 加碼 |
| Sovereign Financial Group, Inc. | 8,640 | $282.8 萬 | 0.43% | +257+3.1% | 加碼 |
| Cora Capital Advisors LLC | 8,648 | $283.1 萬 | 0.79% | −183−2.1% | 減碼 |
| Cim, LLC | 8,651 | $283.2 萬 | 0.37% | +309+3.7% | 加碼 |
| City State Bank | 8,656 | $283.3 萬 | 0.65% | −49−0.6% | 減碼 |
| Berkeley Capital Partners, LLC | 8,667 | $283.7 萬 | 0.58% | +132+1.5% | 加碼 |
| Anchyra Partners LLC | 8,683 | $284.2 萬 | 0.68% | +536+6.6% | 加碼 |
| Costello Asset Management, INC | 8,700 | $284.8 萬 | 0.85% | +132+1.5% | 加碼 |
| LBMC Investment Advisors, LLC | 8,716 | $285.3 萬 | 0.15% | +170+2.0% | 加碼 |
| Clear Wave Wealth Management LLC | 8,720 | $285.4 萬 | 0.63% | +145+1.7% | 加碼 |
| Bath Savings Trust Co | 8,729 | $285.7 萬 | 0.30% | +555+6.8% | 加碼 |
| Prairie Wealth Advisors, Inc. | 0 | $285.8 萬 | 0.68% | 0 | 不變 |
| Mainstream Capital Management LLC | 8,738 | $286.0 萬 | 1.72% | −17−0.2% | 減碼 |
| Waterway Wealth Management, LLC | 8,739 | $286.0 萬 | 0.58% | +114+1.3% | 加碼 |
| Hummer Financial Advisory Services Inc | 8,740 | $286.1 萬 | 1.88% | 00.0% | 不變 |
| IFG Advisors, LLC | 8,748 | $286.3 萬 | 0.39% | −41−0.5% | 減碼 |
| Chancellor Financial Group WB LP | 8,754 | $286.6 萬 | 1.77% | +689+8.5% | 加碼 |
| Navalign, LLC | 8,756 | $286.6 萬 | 0.67% | −29−0.3% | 減碼 |
| Winning Points Advisors, LLC | 20,661 | $286.8 萬 | 3.78% | −274−1.3% | 減碼 |
| M. Kraus & Co | 8,762 | $286.8 萬 | 0.76% | +35+0.4% | 加碼 |
| Fairtree Asset Management (Pty) Ltd | 8,773 | $287.2 萬 | 1.10% | 00.0% | 不變 |
| Atwood & Palmer Inc | 8,799 | $288.0 萬 | 0.15% | −52−0.6% | 減碼 |
| Bennett Selby Investments LP | 8,800 | $288.0 萬 | 0.92% | +39+0.4% | 加碼 |
| Ak Global Asset Management, LLC | 8,800 | $288.1 萬 | 2.44% | +350+4.1% | 加碼 |
| Bolthouse Investments, LLC | 8,802 | $288.1 萬 | 2.33% | 00.0% | 不變 |
| Legacy Edge Advisors, LLC | 8,830 | $289.0 萬 | 0.27% | −63−0.7% | 減碼 |
| Benchmark Investment Advisors LLC | 8,840 | $289.4 萬 | 1.27% | −146−1.6% | 減碼 |
| FORA Capital, LLC | 8,849 | $289.6 萬 | 0.20% | +5,389+155.8% | 加碼 |