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 48 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 |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 9,780 | $320.1 萬 | 1.86% | −8,861−47.5% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 9,795 | $320.6 萬 | 0.57% | 00.0% | 不變 |
| Hartford Funds Management Co LLC | 9,801 | $320.9 萬 | 0.26% | +827+9.2% | 加碼 |
| Kidder Stephen W | 9,803 | $320.9 萬 | 0.81% | 00.0% | 不變 |
| Compass Capital Management, Inc | 9,804 | $320.9 萬 | 0.19% | −10−0.1% | 減碼 |
| Sjbenen Advisory, LLC | 9,700 | $321.0 萬 | 1.90% | 00.0% | 不變 |
| Adelphi Trust Co | 9,825 | $321.6 萬 | 2.13% | +2,383+32.0% | 加碼 |
| Corundum Group, Inc. | 9,835 | $321.9 萬 | 0.95% | +87+0.9% | 加碼 |
| Wernau Asset Management Inc. | 9,835 | $321.9 萬 | 3.05% | +220+2.3% | 加碼 |
| Sage Rhino Capital LLC | 9,855 | $322.6 萬 | 0.53% | +53+0.5% | 加碼 |
| US Asset Management LLC | 9,861 | $322.8 萬 | 2.46% | −151−1.5% | 減碼 |
| Childress Capital Advisors, LLC | 9,867 | $323.0 萬 | 0.53% | +324+3.4% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 9,869 | $323.0 萬 | 1.36% | −212−2.1% | 減碼 |
| Directional Asset Management | 9,878 | $323.3 萬 | 3.08% | −1,261−11.3% | 減碼 |
| Cooper Financial Group | 9,911 | $324.4 萬 | 0.27% | −451−4.4% | 減碼 |
| Norris Perne & French LLP | 9,917 | $324.6 萬 | 0.14% | −9,209−48.1% | 減碼 |
| Barrett & Company, Inc. | 9,919 | $324.7 萬 | 0.91% | +373+3.9% | 加碼 |
| S.E.E.D. Planning Group LLC | 9,927 | $324.9 萬 | 0.86% | −92−0.9% | 減碼 |
| Legacy Wealth Management, LLC | 9,928 | $325.0 萬 | 0.83% | −2,537−20.4% | 減碼 |
| Crux Wealth Advisors | 9,938 | $325.3 萬 | 1.13% | −376−3.6% | 減碼 |
| PKS Advisory Services, LLC | 9,943 | $325.5 萬 | 0.52% | +471+5.0% | 加碼 |
| Lee Financial Co | 9,947 | $325.6 萬 | 0.42% | −138−1.4% | 減碼 |
| Private Client Services, LLC | 9,949 | $325.7 萬 | 0.85% | −164−1.6% | 減碼 |
| Vista Investment Partners LLC | 9,951 | $325.7 萬 | 0.82% | +17+0.2% | 加碼 |
| CKW Financial Group | 9,755 | $325.9 萬 | 0.32% | +41+0.4% | 加碼 |
| Fortis Capital Advisors, LLC | 9,975 | $326.5 萬 | 0.37% | +1,475+17.4% | 加碼 |
| Personal Cfo Solutions, LLC | 9,982 | $326.7 萬 | 0.47% | +131+1.3% | 加碼 |
| United Community Bank | 10,015 | $327.8 萬 | 1.01% | −328−3.2% | 減碼 |
| Oslo Pensjonsforsikring AS | 10,019 | $328.0 萬 | 0.38% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 10,026 | $328.2 萬 | 0.33% | −147−1.4% | 減碼 |
| First Financial Corp | 10,030 | $328.3 萬 | 1.14% | −79−0.8% | 減碼 |
| Hemenway Trust Co LLC | 10,040 | $328.6 萬 | 0.23% | −57−0.6% | 減碼 |
| Woodward Diversified Capital, LLC | 10,056 | $329.2 萬 | 1.45% | −382−3.7% | 減碼 |
| Cacti Asset Management LLC | 10,060 | $329.3 萬 | 0.17% | 00.0% | 不變 |
| Pointe Capital Management LLC | 10,062 | $329.4 萬 | 1.47% | +123+1.2% | 加碼 |
| InTrack Investment Management Inc | 10,068 | $329.6 萬 | 1.63% | +52+0.5% | 加碼 |
| Meadowbrook Advisors Group, LLC | 10,074 | $329.8 萬 | 1.76% | −868−7.9% | 減碼 |
| Oder Investment Management, LLC | 10,080 | $330.0 萬 | 2.22% | +92+0.9% | 加碼 |
| Morris Financial Concepts, Inc. | 10,088 | $330.2 萬 | 1.01% | −104−1.0% | 減碼 |
| Global Trust Asset Management, LLC | 10,091 | $330.3 萬 | 1.03% | +2,374+30.8% | 加碼 |
| Abel Hall, LLC | 10,120 | $331.2 萬 | 0.57% | +3,024+42.6% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 10,130 | $331.6 萬 | 2.02% | −1,329−11.6% | 減碼 |
| Basecamp Wealth Advisors LLC | 10,141 | $332.0 萬 | 0.62% | −7−0.1% | 減碼 |
| Sandy Cove Advisors, LLC | 10,142 | $332.0 萬 | 0.83% | +374+3.8% | 加碼 |
| London & Capital Asset Management Ltd | 10,164 | $332.6 萬 | 0.03% | −437−4.1% | 減碼 |
| Beech Hill Advisors, Inc. | 10,181 | $333.3 萬 | 1.47% | −457−4.3% | 減碼 |
| Bleichroeder LP | 10,200 | $333.9 萬 | 0.60% | −4,800−32.0% | 減碼 |
| Hunter Associates Investment Management LLC | 10,205 | $333.9 萬 | 0.38% | +37+0.4% | 加碼 |
| WBH Advisory Inc | 10,201 | $333.9 萬 | 0.22% | −624−5.8% | 減碼 |
| JSF Financial, LLC | 10,206 | $334.1 萬 | 0.54% | −263−2.5% | 減碼 |
| IKE Capital, LLC | 10,216 | $334.4 萬 | 1.76% | −753−6.9% | 減碼 |
| Plancorp, LLC | 9,998 | $334.5 萬 | 0.08% | +153+1.6% | 加碼 |
| Z3 Capital Partners, LLC | 10,255 | $335.7 萬 | 0.70% | −68−0.7% | 減碼 |
| Arcataur Capital Management LLC | 10,256 | $335.7 萬 | 0.83% | +51+0.5% | 加碼 |
| Allegheny Financial Group LTD | 10,284 | $336.6 萬 | 0.36% | +282+2.8% | 加碼 |
| Autumn Glory Partners, LLC | 10,293 | $336.9 萬 | 0.95% | +10.0% | 加碼 |
| Elmwood Wealth Management, Inc. | 10,295 | $337.0 萬 | 0.84% | +502+5.1% | 加碼 |
| Westfuller Advisors, LLC | 10,306 | $337.4 萬 | 1.23% | +2,559+33.0% | 加碼 |
| Letson Investment Management, Inc. | 10,311 | $337.5 萬 | 1.24% | −169−1.6% | 減碼 |
| Strategies Wealth Advisors, LLC | 10,314 | $337.6 萬 | 0.30% | −115−1.1% | 減碼 |
| RFP Financial Group LLC | 10,316 | $337.7 萬 | 1.51% | +4,427+75.2% | 加碼 |
| RW Investment Management LLC | 10,318 | $337.7 萬 | 0.30% | 00.0% | 不變 |
| Summit Financial Strategies, Inc. | 10,328 | $338.1 萬 | 0.24% | −272−2.6% | 減碼 |
| Peak Retirement Planning, Inc. | 10,332 | $338.2 萬 | 0.54% | +1,296+14.3% | 加碼 |
| Shum Financial Group, Inc. | 10,337 | $338.4 萬 | 2.04% | −50−0.5% | 減碼 |
| Granite Group Advisors, LLC | 10,352 | $338.8 萬 | 2.01% | −23−0.2% | 減碼 |
| SHP Wealth Management | 10,354 | $338.9 萬 | 0.23% | +528+5.4% | 加碼 |
| Tiaa Trust, National Association | 10,367 | $339.3 萬 | 0.20% | −9,022−46.5% | 減碼 |
| Drive Wealth Management, LLC | 10,377 | $339.7 萬 | 0.61% | +929+9.8% | 加碼 |
| Harmony Asset Management LLC | 10,378 | $339.7 萬 | 0.91% | 00.0% | 不變 |
| Legacy Capital Wealth Management, LLC | 10,392 | $340.2 萬 | 1.58% | +767+8.0% | 加碼 |
| Gould Capital, LLC | 10,405 | $340.6 萬 | 1.90% | +210+2.1% | 加碼 |
| Union Savings Bank | 10,421 | $341.1 萬 | 1.37% | −264−2.5% | 減碼 |
| MEMBERS Trust Co | 10,430 | $341.4 萬 | 0.11% | +40+0.4% | 加碼 |
| Philadelphia Investment Partners, LLC | 10,442 | $341.7 萬 | 2.13% | +174+1.7% | 加碼 |
| Quantbot Technologies LP | 10,446 | $341.9 萬 | 0.13% | −15,174−59.2% | 減碼 |
| Balboa Wealth Partners | 10,462 | $342.4 萬 | 0.47% | +861+9.0% | 加碼 |
| V-Square Quantitative Management LLC | 10,469 | $342.7 萬 | 0.33% | +2,527+31.8% | 加碼 |
| China Universal Asset Management Co., Ltd. | 10,483 | $343.1 萬 | 0.21% | +2,731+35.2% | 加碼 |
| Uhlmann Price Securities, LLC | 10,486 | $343.3 萬 | 0.13% | −4,842−31.6% | 減碼 |
| WealthBridge Capital Management, LLC | 10,503 | $343.8 萬 | 0.68% | +31+0.3% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 10,505 | $343.8 萬 | 0.40% | +250+2.4% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 10,516 | $344.2 萬 | 0.91% | −126−1.2% | 減碼 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 10,537 | $344.9 萬 | 2.38% | 00.0% | 不變 |
| SHUTTLEWORTH & Co | 10,567 | $345.9 萬 | 2.77% | +6+0.1% | 加碼 |
| Gleason Group, Inc. | 10,577 | $346.2 萬 | 0.30% | +66+0.6% | 加碼 |
| Well Done, LLC | 10,579 | $346.3 萬 | 0.47% | −520−4.7% | 減碼 |
| Retirement Planning Group | 10,597 | $346.9 萬 | 0.09% | +534+5.3% | 加碼 |
| BankPlus Wealth Management LLC | 10,609 | $347.4 萬 | 1.56% | −181−1.7% | 減碼 |
| Eads & Heald Wealth Management | 10,618 | $347.6 萬 | 1.70% | −829−7.2% | 減碼 |
| Meridian Financial Partners LLC | 10,029 | $347.9 萬 | 1.19% | +574+6.1% | 加碼 |
| Perennial Investment Advisors, LLC | 10,630 | $347.9 萬 | 0.23% | +1,750+19.7% | 加碼 |
| Bigelow Investment Advisors, LLC | 10,630 | $348.0 萬 | 1.26% | +89+0.8% | 加碼 |
| Financial Perspectives, Inc | 10,646 | $348.5 萬 | 0.85% | +30.0% | 加碼 |
| Financial Solutions Advisory Group, Inc. | 10,413 | $349.3 萬 | 0.44% | −76−0.7% | 減碼 |
| Samara Investment Management, LLC | 10,680 | $349.6 萬 | 3.22% | +1,030+10.7% | 加碼 |
| Alta Advisers Ltd | 10,684 | $349.7 萬 | 0.79% | 00.0% | 不變 |
| Versant Capital Management, Inc | 10,685 | $349.7 萬 | 0.31% | −1,540−12.6% | 減碼 |
| HHM Wealth Advisors, LLC | 10,692 | $350.0 萬 | 0.35% | +138+1.3% | 加碼 |
| Bernicke Wealth Management, Ltd. | 10,706 | $350.4 萬 | 0.41% | −156−1.4% | 減碼 |