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 |
|---|---|---|---|---|---|
| Whalen Wealth Management Inc. | 10,708 | $350.5 萬 | 1.58% | +2,659+33.0% | 加碼 |
| Morton Capital Management LLC | 10,708 | $350.5 萬 | 0.48% | −110−1.0% | 減碼 |
| Core Wealth Partners LLC | 10,716 | $350.8 萬 | 1.49% | −1,136−9.6% | 減碼 |
| Gs Investments, Inc. | 10,718 | $350.8 萬 | 2.54% | −5,022−31.9% | 減碼 |
| Birinyi Associates Inc | 10,726 | $351.1 萬 | 0.83% | +30.0% | 加碼 |
| Continental Advisors LLC | 10,735 | $351.4 萬 | 2.06% | 00.0% | 不變 |
| O'Keefe Stevens Advisory, Inc. | 10,776 | $352.7 萬 | 0.72% | +161+1.5% | 加碼 |
| AA Financial Advisors, LLC | 10,780 | $352.8 萬 | 0.42% | +306+2.9% | 加碼 |
| Alesco Advisors LLC | 10,786 | $353.1 萬 | 0.08% | −8−0.1% | 減碼 |
| Clare Market Investments LLC | 10,789 | $353.1 萬 | 0.64% | −2,389−18.1% | 減碼 |
| Paradigm Capital Management, LLC | 10,831 | $354.5 萬 | 3.05% | −247−2.2% | 減碼 |
| Northern Financial Advisors Inc | 10,837 | $354.7 萬 | 2.35% | +97+0.9% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 10,848 | $355.1 萬 | 1.66% | −30.0% | 減碼 |
| Exchange Bank | 10,858 | $355.4 萬 | 2.21% | −208−1.9% | 減碼 |
| Aft, Forsyth & Company, Inc. | 10,868 | $355.7 萬 | 1.71% | −1,390−11.3% | 減碼 |
| Hudson Canyon Capital Management | 10,870 | $355.8 萬 | 1.90% | −370−3.3% | 減碼 |
| Cozad Asset Management Inc | 10,878 | $356.1 萬 | 0.23% | −70−0.6% | 減碼 |
| Rezny Wealth Management, Inc. | 10,895 | $356.6 萬 | 0.62% | +973+9.8% | 加碼 |
| Blodgett Wealth Advisors, LLC | 10,916 | $357.3 萬 | 2.39% | +126+1.2% | 加碼 |
| FinArc Investments, Inc. | 10,930 | $357.8 萬 | 3.24% | −97−0.9% | 減碼 |
| Etesian Wealth Advisors, Inc. | 10,931 | $357.8 萬 | 1.06% | −708−6.1% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 10,954 | $358.6 萬 | 2.03% | −2,465−18.4% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 10,955 | $358.6 萬 | 1.34% | −30.0% | 減碼 |
| Stonebridge Financial Group, LLC | 10,963 | $358.8 萬 | 0.50% | +10,963 | 新進 |
| Vicus Capital | 10,978 | $359.3 萬 | 0.23% | −331−2.9% | 減碼 |
| Connective Portfolio Management, LLC | 10,980 | $359.4 萬 | 5.99% | +7,000+175.9% | 加碼 |
| Bradyco, Inc. | 11,007 | $360.3 萬 | 4.13% | 00.0% | 不變 |
| James J. Burns & Company, LLC | 11,012 | $360.5 萬 | 0.39% | −315−2.8% | 減碼 |
| G&S Capital LLC | 11,024 | $360.8 萬 | 1.05% | +104+1.0% | 加碼 |
| Karani Asset Management LLC | 11,048 | $361.6 萬 | 2.63% | +944+9.3% | 加碼 |
| Fort Point Capital Partners LLC | 11,054 | $361.8 萬 | 0.39% | +1,170+11.8% | 加碼 |
| BCGM Wealth Management, LLC | 11,058 | $362.0 萬 | 0.77% | +286+2.7% | 加碼 |
| ROI Financial Advisors, LLC | 11,059 | $362.0 萬 | 1.87% | +122+1.1% | 加碼 |
| Ignite Planners, LLC | 11,082 | $362.8 萬 | 0.50% | +185+1.7% | 加碼 |
| TCI Wealth Advisors, Inc. | 11,105 | $363.5 萬 | 0.16% | +360+3.4% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 11,109 | $363.6 萬 | 0.37% | −290−2.5% | 減碼 |
| TRB Wealth Management, LLC | 11,124 | $364.1 萬 | 0.48% | −1,278−10.3% | 減碼 |
| Strong Retirement Solutions LLC | 11,131 | $364.4 萬 | 2.18% | +549+5.2% | 加碼 |
| Pekin Hardy Strauss, Inc. | 11,136 | $364.5 萬 | 0.32% | −354−3.1% | 減碼 |
| Slocum, Gordon & Co LLP | 11,136 | $364.5 萬 | 2.42% | −17−0.2% | 減碼 |
| NBH Bank | 11,166 | $365.5 萬 | 1.54% | +11,166 | 新進 |
| Dickmeyer Boyce Financial Management, Inc. | 11,209 | $366.9 萬 | 1.90% | −32−0.3% | 減碼 |
| West Paces Advisors Inc. | 11,218 | $367.2 萬 | 0.62% | +264+2.4% | 加碼 |
| LCNB Corp | 11,238 | $367.9 萬 | 1.13% | −193−1.7% | 減碼 |
| Millstone Evans Group, LLC | 11,258 | $368.5 萬 | 1.99% | −97−0.9% | 減碼 |
| Auxano Advisors, LLC | 11,259 | $368.5 萬 | 0.70% | +30.0% | 加碼 |
| Aldebaran Capital, LLC | 11,282 | $369.3 萬 | 2.77% | 00.0% | 不變 |
| LifeSteps Financial, Inc. | 11,304 | $370.0 萬 | 1.72% | +923+8.9% | 加碼 |
| Money Concepts Capital Corp | 11,334 | $371.0 萬 | 0.17% | −17−0.1% | 減碼 |
| BSW Wealth Partners | 11,347 | $371.4 萬 | 0.41% | −219−1.9% | 減碼 |
| Valley National Advisers Inc | 11,352 | $371.6 萬 | 0.41% | −108−0.9% | 減碼 |
| Vision Capital Management, Inc. | 11,362 | $371.9 萬 | 0.42% | +2,879+33.9% | 加碼 |
| Lakeshore Financial Planning, Inc. | 11,366 | $372.1 萬 | 1.20% | +2,889+34.1% | 加碼 |
| Mitchell Sinkler & Starr | 11,373 | $372.3 萬 | 1.55% | −15−0.1% | 減碼 |
| Aspire Growth Partners LLC | 11,378 | $372.4 萬 | 2.16% | +605+5.6% | 加碼 |
| Defiance ETFs, LLC | 11,156 | $372.7 萬 | 0.05% | +2,636+30.9% | 加碼 |
| Gallagher Capital Advisors, LLC | 11,390 | $372.8 萬 | 2.16% | −82−0.7% | 減碼 |
| Hilltop National Bank | 11,391 | $372.9 萬 | 0.80% | +216+1.9% | 加碼 |
| Rhodes Investment Advisors Inc | 11,404 | $373.3 萬 | 2.75% | −235−2.0% | 減碼 |
| Miller Investment Management, LP | 11,410 | $373.5 萬 | 0.34% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 11,416 | $373.7 萬 | 0.76% | +1,076+10.4% | 加碼 |
| Spahn Wealth & Retirement LLC | 11,441 | $374.5 萬 | 2.41% | −80−0.7% | 減碼 |
| Invesco, LLC | 11,444 | $374.6 萬 | 1.16% | −77−0.7% | 減碼 |
| OMC Financial Services LTD | 11,450 | $374.8 萬 | 1.24% | +15+0.1% | 加碼 |
| U S Wealth Group, LLC. | 11,454 | $374.9 萬 | 2.24% | +1,204+11.7% | 加碼 |
| Aspetuck Financial Management LLC | 11,461 | $375.2 萬 | 2.21% | +75+0.7% | 加碼 |
| Ponta Wealth Partners, LLC | 11,487 | $376.0 萬 | 2.01% | +3,142+37.7% | 加碼 |
| Fortune Financial Advisors, LLC | 11,490 | $376.1 萬 | 1.61% | +655+6.0% | 加碼 |
| Legato Capital Management LLC | 11,504 | $376.6 萬 | 0.31% | −4,061−26.1% | 減碼 |
| Sonata Capital Group Inc | 11,510 | $376.8 萬 | 1.22% | +100+0.9% | 加碼 |
| Hager Investment Management Services, LLC | 11,515 | $376.9 萬 | 1.73% | −430−3.6% | 減碼 |
| Cookson Peirce & Co Inc | 11,520 | $377.1 萬 | 0.12% | +96+0.8% | 加碼 |
| Daytona Street Capital LLC | 11,203 | $377.6 萬 | 2.76% | −143−1.3% | 減碼 |
| Blueprint Financial Advisors LLC | 11,552 | $378.1 萬 | 0.42% | +1,234+12.0% | 加碼 |
| Beacon Financial Advisory LLC | 11,556 | $378.3 萬 | 0.74% | −42−0.4% | 減碼 |
| Rockingstone Advisors LLC | 11,562 | $378.5 萬 | 1.52% | +160+1.4% | 加碼 |
| Ballast Rock Private Wealth LLC | 11,577 | $379.0 萬 | 1.75% | +7+0.1% | 加碼 |
| Great Diamond Partners, LLC | 11,594 | $379.5 萬 | 0.65% | +40+0.3% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 10,913 | $380.0 萬 | 1.22% | −276−2.5% | 減碼 |
| Mainstay Capital Management LLC | 11,642 | $381.1 萬 | 0.28% | +36+0.3% | 加碼 |
| GKV Capital Management Co., Inc. | 11,642 | $381.1 萬 | 1.23% | −150−1.3% | 減碼 |
| Aristotle Capital Management, LLC | 11,643 | $381.1 萬 | 0.01% | −10.0% | 減碼 |
| Summit Asset Management, LLC | 11,656 | $381.5 萬 | 0.49% | +68+0.6% | 加碼 |
| Keeler Thomas Management LLC | 11,667 | $381.9 萬 | 1.35% | +11,667 | 新進 |
| Henson-Edgewater Management, LLC | 10,462 | $382.1 萬 | 1.99% | +300+3.0% | 加碼 |
| Financial Management Professionals, Inc. | 11,693 | $382.7 萬 | 0.36% | +190+1.7% | 加碼 |
| Sky Investment Group LLC | 11,693 | $382.8 萬 | 0.60% | +198+1.7% | 加碼 |
| Tempus Wealth Planning, LLC | 11,735 | $384.1 萬 | 0.75% | +170+1.5% | 加碼 |
| Zions Bancorporation, National Association | 11,747 | $384.5 萬 | 0.23% | −472−3.9% | 減碼 |
| Sym Financial Corp | 11,784 | $385.7 萬 | 0.31% | +755+6.8% | 加碼 |
| Lantern Wealth Advisors, LLC | 11,818 | $386.8 萬 | 1.77% | −208−1.7% | 減碼 |
| Capstone Investment Advisors, LLC | 11,844 | $387.7 萬 | 0.03% | −38,600−76.5% | 減碼 |
| Kennebec Savings Bank | 11,869 | $388.5 萬 | 3.12% | +1,832+18.3% | 加碼 |
| Correct Capital Wealth Management | 11,906 | $389.7 萬 | 0.67% | −199−1.6% | 減碼 |
| Peoples Bank | 11,909 | $389.8 萬 | 2.00% | +164+1.4% | 加碼 |
| North Dallas Bank & Trust Co | 11,919 | $390.1 萬 | 2.31% | +346+3.0% | 加碼 |
| Jones Kertz & Associates, Inc. | 11,949 | $391.1 萬 | 1.80% | −1,190−9.1% | 減碼 |
| CRA Financial Services, LLC | 11,963 | $391.6 萬 | 0.45% | +282+2.4% | 加碼 |
| Roman Butler Fullerton & Co | 11,708 | $391.7 萬 | 0.93% | +45+0.4% | 加碼 |
| Lakeridge Wealth Management LLC | 11,987 | $392.4 萬 | 1.44% | +111+0.9% | 加碼 |