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 |
|---|---|---|---|---|---|
| Tempo Wealth, LLC | 14,884 | $487.2 萬 | 0.72% | +1,400+10.4% | 加碼 |
| Galaxy Digital Capital Management GP LLC | 14,891 | $487.4 萬 | 2.92% | +8,138+120.5% | 加碼 |
| VCI Wealth Management LLC | 14,902 | $487.8 萬 | 1.22% | +455+3.1% | 加碼 |
| TBH Global Asset Management, LLC | 14,903 | $487.8 萬 | 0.89% | −283−1.9% | 減碼 |
| Octavia Wealth Advisors, LLC | 14,913 | $488.2 萬 | 0.42% | −518−3.4% | 減碼 |
| Precedent Wealth Partners, LLC | 14,921 | $488.4 萬 | 0.81% | +1,988+15.4% | 加碼 |
| Global Financial Private Client, LLC | 14,938 | $489.0 萬 | 1.33% | +886+6.3% | 加碼 |
| BIP Wealth, LLC | 14,948 | $489.3 萬 | 0.14% | +2,019+15.6% | 加碼 |
| SageGuard Financial Group, LLC | 14,953 | $489.5 萬 | 0.69% | +1,780+13.5% | 加碼 |
| First City Capital Management, Inc. | 14,968 | $489.9 萬 | 2.38% | −79−0.5% | 減碼 |
| Inscription Capital, LLC | 14,985 | $490.5 萬 | 0.43% | +2,513+20.1% | 加碼 |
| Purus Wealth Management, LLC | 14,986 | $490.5 萬 | 1.35% | +23+0.2% | 加碼 |
| Counterweight Ventures, LLC | 14,986 | $490.5 萬 | 2.45% | −547−3.5% | 減碼 |
| BOK Financial Private Wealth, Inc. | 14,993 | $490.8 萬 | 0.25% | −1,065−6.6% | 減碼 |
| Monetta Financial Services Inc | 15,000 | $491.0 萬 | 3.31% | 00.0% | 不變 |
| Capital Financial Group Inc | 15,026 | $491.9 萬 | 2.57% | −444−2.9% | 減碼 |
| Okabena Investment Services Inc | 15,027 | $491.9 萬 | 0.88% | 00.0% | 不變 |
| Opinicus Capital, Inc. | 15,029 | $491.9 萬 | 2.63% | −127−0.8% | 減碼 |
| Tred Avon Family Wealth, LLC | 15,036 | $492.2 萬 | 1.51% | −74−0.5% | 減碼 |
| FWL Investment Management, LLC | 15,042 | $492.4 萬 | 0.90% | −335−2.2% | 減碼 |
| Orleans Capital Management Corp | 15,111 | $494.6 萬 | 2.55% | +2,520+20.0% | 加碼 |
| Resolute Wealth Strategies, LLC | 15,117 | $494.8 萬 | 1.92% | +507+3.5% | 加碼 |
| TriaGen Wealth Management LLC | 15,119 | $494.9 萬 | 1.24% | +7,032+87.0% | 加碼 |
| Twelve Points Wealth Management LLC | 15,139 | $495.5 萬 | 0.99% | −289−1.9% | 減碼 |
| Fulcrum Asset Management LLP | 15,051 | $495.8 萬 | 0.49% | −23,326−60.8% | 減碼 |
| Stiles Financial Services Inc | 15,146 | $495.8 萬 | 1.25% | +579+4.0% | 加碼 |
| Verus Capital Partners, LLC | 15,179 | $496.9 萬 | 0.27% | −269−1.7% | 減碼 |
| Hilltop Partners LLC | 15,195 | $497.4 萬 | 1.21% | +1,489+10.9% | 加碼 |
| MJP Associates Inc | 15,204 | $497.7 萬 | 0.54% | −612−3.9% | 減碼 |
| Cornerstone Enterprises, LLC | 15,234 | $498.7 萬 | 2.27% | +3,238+27.0% | 加碼 |
| NWM Advisors, LLC | 15,260 | $499.5 萬 | 3.93% | +255+1.7% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 15,267 | $499.7 萬 | 2.01% | −230−1.5% | 減碼 |
| Canvas Wealth Advisors, LLC | 15,294 | $500.6 萬 | 0.70% | +806+5.6% | 加碼 |
| Fiduciary Family Office, LLC | 15,319 | $501.5 萬 | 1.25% | +675+4.6% | 加碼 |
| Buckhead Capital Management LLC | 15,331 | $501.8 萬 | 1.72% | +92+0.6% | 加碼 |
| Triumph Capital Management | 15,336 | $502.0 萬 | 0.91% | −1,537−9.1% | 減碼 |
| Raelipskie Partnership | 15,362 | $502.8 萬 | 1.90% | +116+0.8% | 加碼 |
| Archer Investment Corp | 15,401 | $504.1 萬 | 0.97% | +383+2.6% | 加碼 |
| Outfitter Financial LLC | 15,417 | $504.6 萬 | 3.54% | −105−0.7% | 減碼 |
| Crews Bank & Trust | 15,428 | $505.0 萬 | 0.66% | −251−1.6% | 減碼 |
| Earnest Partners LLC | 15,429 | $505.0 萬 | 0.02% | −302−1.9% | 減碼 |
| Chung Wu Investment Group, LLC | 15,437 | $505.3 萬 | 3.32% | 00.0% | 不變 |
| Invera Wealth Advisors, LLC | 15,464 | $506.2 萬 | 2.72% | −499−3.1% | 減碼 |
| GenTrust, LLC | 15,481 | $506.7 萬 | 0.19% | +2,113+15.8% | 加碼 |
| Saxon Interests, Inc. | 15,495 | $507.2 萬 | 1.40% | −285−1.8% | 減碼 |
| KLCM Advisors, Inc. | 15,506 | $507.6 萬 | 0.41% | +10+0.1% | 加碼 |
| Centric Wealth Management | 16,502 | $507.7 萬 | 0.79% | 00.0% | 不變 |
| First United Bank Trust | 15,513 | $507.8 萬 | 1.46% | −221−1.4% | 減碼 |
| 44 Wealth Management LLC | 15,522 | $508.1 萬 | 1.68% | −987−6.0% | 減碼 |
| Dillon & Associates Inc | 15,544 | $508.3 萬 | 0.62% | −40−0.3% | 減碼 |
| Trivant Custom Portfolio Group, LLC | 15,534 | $508.5 萬 | 2.71% | −35−0.2% | 減碼 |
| Marion Wealth Management | 15,540 | $508.7 萬 | 1.04% | +338+2.2% | 加碼 |
| FSM Wealth Advisors, LLC | 15,592 | $510.4 萬 | 0.55% | +854+5.8% | 加碼 |
| Waddell & Associates, LLC | 15,606 | $510.8 萬 | 0.25% | +1,705+12.3% | 加碼 |
| Total Clarity Wealth Management, Inc. | 15,612 | $511.0 萬 | 0.99% | +3,754+31.7% | 加碼 |
| Vectors Research Management, LLC | 15,618 | $511.2 萬 | 1.34% | +709+4.8% | 加碼 |
| B&L Asset Management LLC | 15,630 | $511.6 萬 | 1.77% | +488+3.2% | 加碼 |
| First National Bank of Hutchinson | 15,641 | $512.0 萬 | 2.81% | +2,206+16.4% | 加碼 |
| Institute for Wealth Management, LLC. | 15,662 | $512.7 萬 | 0.45% | −41−0.3% | 減碼 |
| Montz Harcus Wealth Management LLC | 15,669 | $512.9 萬 | 1.83% | −1,256−7.4% | 減碼 |
| Antonelli Financial Advisors, LLC | 15,684 | $513.4 萬 | 3.52% | +85+0.5% | 加碼 |
| Tradition Wealth Management, LLC | 15,691 | $513.6 萬 | 0.31% | −1,189−7.0% | 減碼 |
| Vanguard National Trust Co | 15,720 | $514.6 萬 | 0.28% | −237−1.5% | 減碼 |
| Lafayette Investments, Inc. | 15,746 | $515.4 萬 | 0.95% | +86+0.5% | 加碼 |
| Founders Financial Securities LLC | 15,751 | $515.6 萬 | 0.26% | +82+0.5% | 加碼 |
| Chatham Capital Group, Inc. | 15,768 | $516.1 萬 | 0.66% | −100−0.6% | 減碼 |
| Quotient Wealth Partners, LLC | 15,775 | $516.4 萬 | 0.12% | +766+5.1% | 加碼 |
| Ballast, Inc. | 15,817 | $517.7 萬 | 0.98% | +1,731+12.3% | 加碼 |
| Richards, Merrill & Peterson, Inc. | 15,824 | $518.0 萬 | 1.64% | +94+0.6% | 加碼 |
| Central Bank & Trust Co | 15,826 | $518.0 萬 | 0.73% | −1,690−9.6% | 減碼 |
| Regal Investment Advisors LLC | 15,845 | $518.6 萬 | 0.27% | −1,414−8.2% | 減碼 |
| Kesler, Norman & Wride, LLC | 15,851 | $518.8 萬 | 0.82% | −1,236−7.2% | 減碼 |
| Quent Capital, LLC | 15,856 | $519.0 萬 | 0.32% | +1,164+7.9% | 加碼 |
| Ullmann Financial Group, Inc. | 15,875 | $519.6 萬 | 0.47% | +221+1.4% | 加碼 |
| Enterprise Financial Services Corp | 15,877 | $519.7 萬 | 2.12% | +541+3.5% | 加碼 |
| Worth Financial Advisory Group, LLC | 15,893 | $520.2 萬 | 2.17% | +15,893 | 新進 |
| Alteri Wealth LLC | 15,919 | $521.1 萬 | 1.44% | +369+2.4% | 加碼 |
| Integral Investment Advisors, Inc. | 15,930 | $521.4 萬 | 1.15% | +161+1.0% | 加碼 |
| Ashton Thomas Securities, LLC | 16,055 | $521.5 萬 | 0.77% | +2,410+17.7% | 加碼 |
| Cetera Trust Company, N.A | 15,969 | $522.7 萬 | 2.62% | −125−0.8% | 減碼 |
| Focused Wealth Management, Inc | 15,973 | $522.8 萬 | 0.46% | +488+3.2% | 加碼 |
| Select Asset Management & Trust | 15,990 | $523.4 萬 | 1.51% | +1,798+12.7% | 加碼 |
| Ironwood Financial, llc | 15,656 | $523.8 萬 | 0.82% | +62+0.4% | 加碼 |
| Churchill Financial Advisors, LLC | 16,013 | $524.2 萬 | 1.01% | 00.0% | 不變 |
| Stonebrook Private Inc. | 16,046 | $525.2 萬 | 0.96% | −767−4.6% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 16,056 | $525.6 萬 | 0.36% | +4,639+40.6% | 加碼 |
| FLC Capital Advisors | 16,124 | $527.8 萬 | 0.87% | −50.0% | 減碼 |
| Martin & Co Inc | 16,162 | $529.0 萬 | 0.83% | +48+0.3% | 加碼 |
| Beaumont Financial Advisors, LLC | 16,183 | $529.7 萬 | 0.34% | +207+1.3% | 加碼 |
| Lebenthal Global Advisors, LLC | 16,188 | $529.9 萬 | 0.71% | +164+1.0% | 加碼 |
| CNB Bank | 16,224 | $531.1 萬 | 2.07% | +319+2.0% | 加碼 |
| Condor Capital Management | 16,401 | $536.9 萬 | 0.40% | +129+0.8% | 加碼 |
| Guerra Pan Advisors, LLC | 16,460 | $538.8 萬 | 3.01% | −1,813−9.9% | 減碼 |
| WP Advisors, LLC | 16,485 | $539.6 萬 | 1.31% | −349−2.1% | 減碼 |
| Blume Capital Management, Inc. | 16,491 | $539.8 萬 | 0.80% | −261−1.6% | 減碼 |
| DAGCO, Inc. | 16,496 | $539.9 萬 | 1.00% | +2,492+17.8% | 加碼 |
| Camden Capital, LLC | 16,514 | $540.6 萬 | 0.27% | −111−0.7% | 減碼 |
| Tandem Capital Management Corp | 16,520 | $540.7 萬 | 2.27% | +298+1.8% | 加碼 |
| Vision Financial Markets LLC | 16,432 | $540.9 萬 | 4.69% | +20.0% | 加碼 |
| Weaver Capital Management LLC | 18,389 | $540.9 萬 | 1.19% | 00.0% | 不變 |