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 |
|---|---|---|---|---|---|
| Marin Bay Wealth Advisors, LLC | 11,990 | $392.5 萬 | 2.11% | −1,409−10.5% | 減碼 |
| Bayview Asset Management, LLC | 12,000 | $392.8 萬 | 2.94% | −1,500−11.1% | 減碼 |
| EULAV Asset Management | 12,000 | $392.8 萬 | 0.13% | 00.0% | 不變 |
| Wulff, Hansen & Co. | 12,005 | $393.0 萬 | 3.01% | −96−0.8% | 減碼 |
| Falcon Wealth Planning | 12,006 | $393.0 萬 | 0.25% | −91−0.8% | 減碼 |
| SWP Investment Management LLC | 12,012 | $393.2 萬 | 2.72% | +440+3.8% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 12,045 | $394.3 萬 | 0.89% | −65−0.5% | 減碼 |
| Revisor Wealth Management LLC | 12,050 | $394.5 萬 | 0.95% | +821+7.3% | 加碼 |
| Monument Capital Management | 12,063 | $394.8 萬 | 0.79% | +543+4.7% | 加碼 |
| Atlas Capital Advisors LLC | 12,081 | $395.4 萬 | 0.43% | −319−2.6% | 減碼 |
| Paragon Private Wealth Management, LLC | 12,117 | $396.6 萬 | 1.04% | +1,378+12.8% | 加碼 |
| VisionPoint Advisory Group, LLC | 12,118 | $396.7 萬 | 0.65% | +282+2.4% | 加碼 |
| Insight Wealth Strategies, LLC | 11,874 | $396.7 萬 | 0.39% | +412+3.6% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 12,122 | $396.8 萬 | 0.51% | +495+4.3% | 加碼 |
| Sage Investment Advisers LLC | 12,143 | $397.5 萬 | 2.67% | +43+0.4% | 加碼 |
| Virtus Wealth Solutions LLC | 12,175 | $398.5 萬 | 0.54% | −109−0.9% | 減碼 |
| Capital Advisors Wealth Management, LLC | 12,180 | $398.7 萬 | 0.47% | +217+1.8% | 加碼 |
| Park Edge Advisors, LLC | 12,180 | $398.7 萬 | 0.85% | −1,287−9.6% | 減碼 |
| Brady Martz Wealth Solutions, LLC | 12,189 | $399.0 萬 | 0.60% | +163+1.4% | 加碼 |
| MB, Levis & Associates, LLC | 12,200 | $399.4 萬 | 1.47% | −17−0.1% | 減碼 |
| TradeWell Securities, LLC. | 12,204 | $399.5 萬 | 1.43% | −35−0.3% | 減碼 |
| Finivi Inc. | 12,207 | $399.6 萬 | 2.05% | +84+0.7% | 加碼 |
| Aft, Forsyth & Sober, LLC | 13,600 | $400.1 萬 | 1.25% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 12,233 | $400.4 萬 | 1.84% | −152−1.2% | 減碼 |
| Greenspring Advisors, LLC | 12,236 | $400.5 萬 | 0.22% | +792+6.9% | 加碼 |
| Old Peak Finance LLC | 12,238 | $400.6 萬 | 1.94% | +7,647+166.6% | 加碼 |
| QV Investors Inc. | 12,245 | $400.8 萬 | 0.31% | −400−3.2% | 減碼 |
| Security Financial Services, INC. | 12,249 | $401.0 萬 | 0.56% | +448+3.8% | 加碼 |
| Compass Financial Management LLC | 11,737 | $401.2 萬 | 0.49% | +11,737 | 新進 |
| Pinnacle Holdings, LLC | 12,269 | $401.6 萬 | 1.24% | −434−3.4% | 減碼 |
| Bernard Wealth Management Corp. | 12,270 | $401.6 萬 | 1.48% | −439−3.5% | 減碼 |
| St. Johns Investment Management Company, LLC | 12,275 | $401.8 萬 | 1.52% | +397+3.3% | 加碼 |
| Ellerson Group Inc | 12,309 | $402.9 萬 | 2.38% | 00.0% | 不變 |
| Edgewood Management LLC | 12,311 | $403.0 萬 | 0.04% | −6,860−35.8% | 減碼 |
| Carl P. Sherr & Co., LLC | 12,349 | $404.2 萬 | 1.69% | −31−0.3% | 減碼 |
| Aldebaran Financial Inc. | 12,351 | $404.3 萬 | 3.28% | +367+3.1% | 加碼 |
| Alpha Financial Partners, LLC | 12,364 | $404.7 萬 | 2.13% | +13+0.1% | 加碼 |
| Fortress Wealth Group, LLC | 11,472 | $405.2 萬 | 1.41% | +77+0.7% | 加碼 |
| Wealth Management Partners, LLC | 12,391 | $405.6 萬 | 0.95% | +602+5.1% | 加碼 |
| Clark Asset Management, LLC | 12,407 | $406.1 萬 | 0.32% | +1,035+9.1% | 加碼 |
| Royal Harbor Partners, LLC | 12,410 | $406.2 萬 | 1.26% | +64+0.5% | 加碼 |
| Winthrop Capital Management, LLC | 12,427 | $406.8 萬 | 0.98% | −10.0% | 減碼 |
| Brendel Financial Advisors LLC | 12,504 | $409.3 萬 | 1.90% | −300−2.3% | 減碼 |
| Jeppson Wealth Management, LLC | 12,527 | $410.1 萬 | 1.21% | −30−0.2% | 減碼 |
| Focused Alpha, LLC | 12,533 | $410.3 萬 | 1.05% | −2,771−18.1% | 減碼 |
| Meriwether Wealth & Planning, LLC | 12,539 | $410.4 萬 | 2.03% | +101+0.8% | 加碼 |
| One Charles Private Wealth Services, LLC | 12,551 | $410.8 萬 | 0.95% | +33+0.3% | 加碼 |
| Lionhunter Capital Management, LLC | 12,558 | $411.1 萬 | 1.85% | +12,558 | 新進 |
| GSB Wealth Management, LLC | 12,585 | $411.9 萬 | 0.83% | −100−0.8% | 減碼 |
| Cito Capital Group, LLC | 12,586 | $412.0 萬 | 1.12% | +60.0% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 12,587 | $412.0 萬 | 0.09% | −96−0.8% | 減碼 |
| Moss Adams Wealth Advisors LLC | 12,635 | $413.6 萬 | 0.26% | +376+3.1% | 加碼 |
| LFG Wealth Partners, LLC | 12,635 | $413.6 萬 | 1.94% | +1,354+12.0% | 加碼 |
| Blue Square Asset Management, LLC | 12,647 | $414.0 萬 | 1.68% | −10−0.1% | 減碼 |
| Cranbrook Wealth Management, LLC | 12,666 | $414.6 萬 | 0.78% | 00.0% | 不變 |
| Allred Capital Management, LLC | 12,668 | $414.7 萬 | 1.36% | −121−0.9% | 減碼 |
| Central Pacific Bank - Trust Division | 12,721 | $416.4 萬 | 0.42% | −9−0.1% | 減碼 |
| X-Square Capital, LLC | 12,742 | $417.0 萬 | 1.06% | +470+3.8% | 加碼 |
| Cim Investment Mangement Inc | 12,758 | $417.6 萬 | 1.00% | −1,163−8.4% | 減碼 |
| Advisors Preferred, LLC | 12,500 | $418.1 萬 | 0.65% | 00.0% | 不變 |
| Berger Financial Group, Inc | 12,783 | $418.4 萬 | 0.21% | +39+0.3% | 加碼 |
| Strong Tower Advisory Services | 12,801 | $419.0 萬 | 0.75% | +397+3.2% | 加碼 |
| Acorn Wealth Advisors, LLC | 12,815 | $419.5 萬 | 1.02% | +152+1.2% | 加碼 |
| Wealth Architects, LLC | 12,817 | $419.6 萬 | 0.33% | −110−0.9% | 減碼 |
| LS Investment Advisors, LLC | 12,818 | $419.6 萬 | 0.57% | +378+3.0% | 加碼 |
| Iams Wealth Management, LLC | 12,827 | $419.9 萬 | 1.26% | +579+4.7% | 加碼 |
| DMKC Advisory Services, LLC | 12,845 | $420.5 萬 | 0.79% | −62−0.5% | 減碼 |
| Sierra Summit Advisors LLC | 12,862 | $421.0 萬 | 0.47% | −95−0.7% | 減碼 |
| Xxi Wealth, LLC | 12,887 | $421.8 萬 | 1.94% | +139+1.1% | 加碼 |
| Holistic Financial Partners | 12,899 | $422.2 萬 | 2.58% | −2,058−13.8% | 減碼 |
| Garrett Investment Advisors LLC | 12,941 | $423.6 萬 | 0.31% | +146+1.1% | 加碼 |
| Lynx Capital Group Ltd | 12,983 | $425.0 萬 | 1.72% | −354−2.7% | 減碼 |
| Ulysses Management LLC | 13,000 | $425.5 萬 | 1.47% | 00.0% | 不變 |
| Loudon Investment Management, LLC | 13,005 | $425.7 萬 | 2.09% | −50−0.4% | 減碼 |
| Sound Income Strategies, LLC | 13,029 | $426.5 萬 | 0.19% | +998+8.3% | 加碼 |
| Crewe Advisors LLC | 13,043 | $427.0 萬 | 0.31% | +313+2.5% | 加碼 |
| Alaethes Wealth LLC | 13,069 | $427.8 萬 | 1.25% | −7−0.1% | 減碼 |
| Benedict Financial Advisors Inc | 13,077 | $428.0 萬 | 0.83% | −108−0.8% | 減碼 |
| Burford Brothers, Inc. | 13,092 | $428.5 萬 | 1.57% | +229+1.8% | 加碼 |
| Consilium Wealth Advisory, LLC | 13,115 | $429.3 萬 | 1.27% | −2,495−16.0% | 減碼 |
| Aire Advisors, LLC | 13,127 | $429.7 萬 | 0.70% | +170+1.3% | 加碼 |
| LMG Wealth Partners, LLC | 13,142 | $430.2 萬 | 0.69% | −189−1.4% | 減碼 |
| Empirical Asset Management, LLC | 13,153 | $430.5 萬 | 0.97% | −539−3.9% | 減碼 |
| Ticino Wealth | 13,207 | $432.3 萬 | 1.36% | +8,146+161.0% | 加碼 |
| Burke & Herbert Bank & Trust Co | 13,215 | $432.6 萬 | 1.07% | −1,264−8.7% | 減碼 |
| Yarger Wealth Strategies, LLC | 12,858 | $432.6 萬 | 1.55% | −488−3.7% | 減碼 |
| First Dallas Securities Inc. | 13,219 | $432.7 萬 | 1.43% | +10.0% | 加碼 |
| MBL Wealth, LLC | 13,232 | $433.1 萬 | 0.30% | −266−2.0% | 減碼 |
| PYA Waltman Capital, LLC | 13,235 | $433.2 萬 | 1.03% | +3,756+39.6% | 加碼 |
| Greenwich Wealth Management LLC | 13,236 | $433.3 萬 | 0.16% | +52+0.4% | 加碼 |
| Twin City Private Wealth, LLC | 13,274 | $434.5 萬 | 3.05% | +129+1.0% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 13,277 | $434.6 萬 | 1.45% | +230+1.8% | 加碼 |
| Manchester Capital Management LLC | 13,288 | $435.0 萬 | 0.57% | +128+1.0% | 加碼 |
| Lodestone Wealth Management LLC | 13,295 | $435.2 萬 | 1.54% | −898−6.3% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 13,308 | $435.6 萬 | 0.93% | +10,499+373.8% | 加碼 |
| Silver Oak Securities, Inc | 13,353 | $437.1 萬 | 0.27% | −61−0.5% | 減碼 |
| SmartHarvest Portfolios, LLC | 13,371 | $437.7 萬 | 1.42% | +3,581+36.6% | 加碼 |
| Kepler Cheuvreux (Suisse) SA | 13,393 | $438.4 萬 | 0.25% | −9,173−40.6% | 減碼 |
| Monetary Solutions, Ltd | 13,409 | $438.9 萬 | 3.78% | −134−1.0% | 減碼 |
| Delta Asset Management LLC | 13,419 | $439.2 萬 | 0.38% | −89−0.7% | 減碼 |