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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| Ibex Wealth Advisors | 8,850 | $289.7 萬 | 0.23% | −16,383−64.9% | 減碼 |
| ELCO Management Co., LLC | 8,856 | $289.9 萬 | 1.25% | +92+1.0% | 加碼 |
| Foster Group, Inc. | 8,862 | $290.1 萬 | 0.08% | +162+1.9% | 加碼 |
| Range Advisory, LLC | 8,876 | $290.5 萬 | 0.35% | +2,586+41.1% | 加碼 |
| Ambassador Advisors, LLC | 8,883 | $290.8 萬 | 0.35% | −435−4.7% | 減碼 |
| Byrne Asset Management LLC | 8,888 | $290.9 萬 | 1.58% | −727−7.6% | 減碼 |
| Schneider Downs Wealth Management Advisors, LP | 8,889 | $291.0 萬 | 0.27% | +13+0.1% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 8,898 | $291.3 萬 | 1.02% | −627−6.6% | 減碼 |
| Lederer & Associates Investment Counsel | 8,899 | $291.3 萬 | 1.92% | −168−1.9% | 減碼 |
| Deltec Asset Management LLC | 8,925 | $292.1 萬 | 0.43% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 8,925 | $292.1 萬 | 0.63% | +90+1.0% | 加碼 |
| Keystone Financial Services | 8,929 | $292.3 萬 | 0.75% | +80+0.9% | 加碼 |
| Monte Financial Group, LLC | 8,321 | $292.7 萬 | 0.94% | −75−0.9% | 減碼 |
| Security National Bank of Sioux City Iowa | 8,952 | $293.0 萬 | 1.20% | +1,928+27.4% | 加碼 |
| Carson Advisory Inc. | 8,963 | $293.4 萬 | 1.35% | −11−0.1% | 減碼 |
| Cape Ann Savings Bank | 8,972 | $293.7 萬 | 1.38% | −70−0.8% | 減碼 |
| Vista Investment Partners II, LLC | 8,972 | $293.7 萬 | 1.15% | −63−0.7% | 減碼 |
| Storen Legacy Partners, LLC | 8,978 | $293.9 萬 | 0.80% | +1,205+15.5% | 加碼 |
| Cannon Capital Management, Inc. | 8,980 | $293.9 萬 | 2.50% | +74+0.8% | 加碼 |
| World Equity Group, Inc. | 8,987 | $294.2 萬 | 0.66% | −129−1.4% | 減碼 |
| Emprise Bank | 8,997 | $294.5 萬 | 1.08% | −76−0.8% | 減碼 |
| Washington Capital Management Inc | 9,000 | $294.6 萬 | 1.94% | +5,455+153.9% | 加碼 |
| Talon Private Wealth, LLC | 9,004 | $294.7 萬 | 0.34% | −361−3.9% | 減碼 |
| Brown Financial Advisors | 9,025 | $295.4 萬 | 1.03% | +49+0.5% | 加碼 |
| KC Investment Advisors, LLC | 9,032 | $295.7 萬 | 0.56% | +244+2.8% | 加碼 |
| Pitcairn Wealth Advisors LLC | 9,034 | $295.7 萬 | 0.32% | −900−9.1% | 減碼 |
| MWA Asset Management | 9,038 | $295.8 萬 | 1.34% | −69−0.8% | 減碼 |
| Yukon Wealth Management, Inc. | 9,039 | $295.9 萬 | 0.85% | +9,039 | 新進 |
| BlackDiamond Wealth Management Inc. | 8,225 | $295.9 萬 | 1.20% | −36−0.4% | 減碼 |
| Mendel Capital Management LLC | 9,065 | $296.7 萬 | 1.34% | −130−1.4% | 減碼 |
| Keebeck Wealth Management, LLC | 9,065 | $296.8 萬 | 0.29% | +629+7.5% | 加碼 |
| Astoria Portfolio Advisors LLC. | 9,073 | $297.0 萬 | 0.50% | +898+11.0% | 加碼 |
| Rossby Financial, LCC | 9,077 | $297.1 萬 | 0.54% | +2,124+30.5% | 加碼 |
| CFC Planning Co LLC | 9,085 | $297.4 萬 | 1.76% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 9,101 | $297.9 萬 | 0.32% | +697+8.3% | 加碼 |
| Sunpointe, LLC | 9,130 | $298.9 萬 | 0.85% | −1,421−13.5% | 減碼 |
| Iron Financial, LLC | 9,134 | $299.0 萬 | 1.23% | −69−0.7% | 減碼 |
| Windsor Capital Management, LLC | 9,139 | $299.2 萬 | 0.78% | −748−7.6% | 減碼 |
| Cromwell Holdings LLC | 9,150 | $299.5 萬 | 1.34% | +237+2.7% | 加碼 |
| Chesapeake Wealth Management | 9,165 | $300.0 萬 | 0.84% | −340−3.6% | 減碼 |
| Kingstone Capital Partners Texas, LLC | 9,173 | $300.3 萬 | 1.60% | −361−3.8% | 減碼 |
| Asio Capital, LLC | 9,178 | $300.4 萬 | 0.38% | −319−3.4% | 減碼 |
| MRP Capital Investments, LLC | 9,208 | $301.4 萬 | 2.22% | −73−0.8% | 減碼 |
| Redwood Investment Management, LLC | 9,218 | $301.7 萬 | 0.30% | +321+3.6% | 加碼 |
| LexAurum Advisors, LLC | 9,218 | $301.7 萬 | 0.35% | −63−0.7% | 減碼 |
| Westmount Partners, LLC | 9,237 | $302.4 萬 | 0.67% | +113+1.2% | 加碼 |
| Navellier & Associates Inc | 9,240 | $302.5 萬 | 0.24% | +1,000+12.1% | 加碼 |
| Tower View Investment Management & Research LLC | 9,245 | $302.6 萬 | 1.33% | −512−5.2% | 減碼 |
| Front Row Advisors LLC | 8,362 | $302.7 萬 | 0.88% | −270−3.1% | 減碼 |
| Westview Management dba Westview Investment Advisors | 9,261 | $303.1 萬 | 1.48% | −302−3.2% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 9,296 | $304.3 萬 | 0.30% | −471−4.8% | 減碼 |
| Papamarkou Wellner Asset Management inc. | 10,344 | $304.3 萬 | 1.91% | 00.0% | 不變 |
| Prentice Wealth Management LLC | 9,298 | $304.4 萬 | 0.63% | +112+1.2% | 加碼 |
| Black Diamond Financial, LLC | 9,300 | $304.4 萬 | 0.27% | −6−0.1% | 減碼 |
| Walsky Investment Management, Inc. | 9,312 | $304.8 萬 | 2.83% | −174−1.8% | 減碼 |
| NorthStar Asset Management LLC | 9,326 | $305.3 萬 | 1.24% | −25−0.3% | 減碼 |
| Boomfish Wealth Group, LLC | 9,353 | $306.2 萬 | 1.39% | +222+2.4% | 加碼 |
| N.E.W. Advisory Services LLC | 9,356 | $306.3 萬 | 0.20% | +72+0.8% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 9,370 | $306.7 萬 | 1.66% | −125−1.3% | 減碼 |
| Financial Management Network Inc | 8,995 | $306.8 萬 | 0.44% | +97+1.1% | 加碼 |
| Alexander Randolph Advisory, Inc. | 9,385 | $307.2 萬 | 2.53% | −772−7.6% | 減碼 |
| Cadia Private Client LLC | 9,403 | $307.8 萬 | 2.21% | +40.0% | 加碼 |
| Terril Brothers, Inc. | 9,425 | $308.5 萬 | 0.80% | 00.0% | 不變 |
| Calton & Associates, Inc. | 9,436 | $308.9 萬 | 0.45% | −2,216−19.0% | 減碼 |
| Weil Company, Inc. | 9,436 | $308.9 萬 | 0.54% | −3,409−26.5% | 減碼 |
| P.A.W. Capital Corp | 9,445 | $309.2 萬 | 2.37% | −1,145−10.8% | 減碼 |
| Powell Investment Advisors, LLC | 9,451 | $309.4 萬 | 0.98% | −402−4.1% | 減碼 |
| Inman Jager Wealth Management, LLC | 9,452 | $309.4 萬 | 1.65% | +784+9.0% | 加碼 |
| Vivid Wealth Management, LLC | 9,453 | $309.4 萬 | 1.09% | −52−0.5% | 減碼 |
| High Net Worth Advisory Group LLC | 9,458 | $309.6 萬 | 0.66% | +41+0.4% | 加碼 |
| Kapstone Financial Advisors LLC | 9,463 | $309.8 萬 | 1.30% | +313+3.4% | 加碼 |
| Spreng Capital Management, Inc. | 9,476 | $310.2 萬 | 1.13% | +33+0.3% | 加碼 |
| Trillium Asset Management, LLC | 9,482 | $310.4 萬 | 0.10% | −124−1.3% | 減碼 |
| Keudell/Morrison Wealth Management | 9,490 | $310.6 萬 | 0.59% | +16+0.2% | 加碼 |
| Grant Private Wealth Management Inc | 9,490 | $310.6 萬 | 1.31% | +512+5.7% | 加碼 |
| HMS Capital Management, LLC | 9,506 | $311.2 萬 | 1.16% | −147−1.5% | 減碼 |
| Quantum Financial Advisors, LLC | 9,511 | $311.3 萬 | 0.31% | +180+1.9% | 加碼 |
| South Street Advisors LLC | 9,518 | $311.6 萬 | 0.41% | 00.0% | 不變 |
| Bullock Wealth Management Group | 9,341 | $312.1 萬 | 1.35% | +1,856+24.8% | 加碼 |
| First Bank & Trust | 9,538 | $312.2 萬 | 0.46% | −80−0.8% | 減碼 |
| Mosaic Financial Group, LLC | 9,540 | $312.3 萬 | 2.00% | +301+3.3% | 加碼 |
| Sunbeam Capital Management, LLC | 9,542 | $312.3 萬 | 1.43% | +214+2.3% | 加碼 |
| Ducere Wealth Management LLC | 9,545 | $312.4 萬 | 0.94% | +112+1.2% | 加碼 |
| First Citizens Financial Corp | 9,571 | $313.3 萬 | 1.31% | −305−3.1% | 減碼 |
| De Burlo Group Inc | 9,581 | $313.6 萬 | 0.57% | +10.0% | 加碼 |
| Reik & Co., LLC | 9,590 | $313.9 萬 | 0.82% | 00.0% | 不變 |
| Woodard & Co Asset Management Group Inc | 9,594 | $314.0 萬 | 0.45% | +363+3.9% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 9,602 | $314.3 萬 | 1.05% | +491+5.4% | 加碼 |
| Wealthquest Corp | 9,622 | $315.0 萬 | 0.20% | +558+6.2% | 加碼 |
| Notis-McConarty Edward | 9,628 | $315.2 萬 | 1.36% | 00.0% | 不變 |
| GoalVest Advisory LLC | 9,656 | $316.1 萬 | 0.59% | −4,676−32.6% | 減碼 |
| TKG Advisors, LLC | 9,667 | $316.4 萬 | 1.10% | +534+5.8% | 加碼 |
| Evergreen Wealth Management, LLC | 9,704 | $317.6 萬 | 1.49% | +1,457+17.7% | 加碼 |
| Legacy Bridge, LLC | 9,712 | $317.9 萬 | 0.98% | 00.0% | 不變 |
| First Command Advisory Services, Inc. | 9,714 | $318.0 萬 | 0.02% | −1,901−16.4% | 減碼 |
| Bannerstone Capital Management, LLC | 9,720 | $318.2 萬 | 2.68% | −30.0% | 減碼 |
| First County Bank | 9,744 | $319.0 萬 | 1.50% | +1,156+13.5% | 加碼 |
| Vaquero Private Wealth, Ltd | 9,767 | $319.7 萬 | 0.66% | +9,767 | 新進 |
| Applied Capital LLC | 9,771 | $319.8 萬 | 2.14% | −10−0.1% | 減碼 |
| Gen-Wealth Partners Inc | 9,777 | $320.0 萬 | 0.89% | +511+5.5% | 加碼 |