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 |
|---|---|---|---|---|---|
| KP Management LLC | 16,527 | $541.0 萬 | 1.13% | 00.0% | 不變 |
| Summit Global Investments | 16,542 | $541.5 萬 | 0.30% | −3,664−18.1% | 減碼 |
| Blueprint Investment Partners LLC | 16,553 | $541.8 萬 | 0.45% | +770+4.9% | 加碼 |
| Bull Street Advisors, LLC | 16,568 | $542.3 萬 | 2.48% | +77+0.5% | 加碼 |
| Cinctive Capital Management LP | 16,594 | $543.2 萬 | 0.22% | −20,216−54.9% | 減碼 |
| FCG Investment Co | 16,630 | $544.3 萬 | 1.88% | +1,596+10.6% | 加碼 |
| Resurgent Financial Advisors LLC | 16,655 | $545.2 萬 | 1.52% | +499+3.1% | 加碼 |
| Searle & Co. | 16,692 | $546.4 萬 | 1.23% | 00.0% | 不變 |
| Sweeney & Michel, LLC | 15,286 | $546.5 萬 | 1.44% | −1,850−10.8% | 減碼 |
| Tannin Capital LLC | 16,711 | $547.0 萬 | 3.60% | −177−1.0% | 減碼 |
| Investment Advisory Services Inc | 16,720 | $547.3 萬 | 1.58% | +12+0.1% | 加碼 |
| 3Chopt Investment Partners, LLC | 16,776 | $549.1 萬 | 1.03% | −842−4.8% | 減碼 |
| PCM Encore, LLC | 16,805 | $550.1 萬 | 0.97% | +30+0.2% | 加碼 |
| Harvey Investment Co LLC | 16,836 | $551.1 萬 | 0.60% | −2,070−10.9% | 減碼 |
| Prosperitas Financial LLC | 16,838 | $551.1 萬 | 1.76% | +1,442+9.4% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,860 | $551.9 萬 | 0.61% | −18−0.1% | 減碼 |
| NWF Advisory Services Inc. | 16,880 | $552.6 萬 | 0.52% | +159+1.0% | 加碼 |
| Fairfield, Bush & Co. | 16,930 | $554.2 萬 | 2.72% | −78−0.5% | 減碼 |
| MeadowBrook Investment Advisors LLC | 16,938 | $554.4 萬 | 4.39% | −200−1.2% | 減碼 |
| Boltwood Capital Management | 16,944 | $554.6 萬 | 1.27% | −38−0.2% | 減碼 |
| Bank Ozk | 16,950 | $554.8 萬 | 1.65% | −445−2.6% | 減碼 |
| FSB Premier Wealth Management, Inc. | 16,968 | $555.4 萬 | 1.56% | −2,230−11.6% | 減碼 |
| Piscataqua Savings Bank | 16,980 | $555.8 萬 | 3.75% | −1,526−8.2% | 減碼 |
| Triveni Capital Investments LP | 16,981 | $555.8 萬 | 6.63% | −7,384−30.3% | 減碼 |
| Leeward Financial Partners, LLC | 16,987 | $556.0 萬 | 1.46% | +868+5.4% | 加碼 |
| Prestige Wealth Management Group LLC | 17,005 | $556.6 萬 | 1.01% | +2,184+14.7% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 17,021 | $557.1 萬 | 1.41% | −543−3.1% | 減碼 |
| Natural Investments, LLC | 17,036 | $557.6 萬 | 1.22% | +490+3.0% | 加碼 |
| Jessup Wealth Management, Inc | 17,060 | $558.4 萬 | 1.67% | −410−2.3% | 減碼 |
| William Blair Investment Management, LLC | 17,088 | $559.3 萬 | 0.02% | −3,474−16.9% | 減碼 |
| Wellspring Financial Advisors, LLC | 17,097 | $559.7 萬 | 0.37% | −632−3.6% | 減碼 |
| ArrowMark Colorado Holdings LLC | 17,106 | $559.9 萬 | 0.23% | −1,365−7.4% | 減碼 |
| Tiemann Investment Advisors, LLC | 17,110 | $560.1 萬 | 2.03% | −280−1.6% | 減碼 |
| Affinity Wealth Management LLC | 17,138 | $561.0 萬 | 0.72% | 00.0% | 不變 |
| Pines Wealth Management, LLC | 17,161 | $561.7 萬 | 1.62% | −148−0.9% | 減碼 |
| Alpine Bank Wealth Management | 17,173 | $562.1 萬 | 0.72% | −244−1.4% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 17,186 | $562.5 萬 | 1.44% | −1,246−6.8% | 減碼 |
| Quadrant Private Wealth Management, LLC | 17,213 | $563.4 萬 | 1.26% | −29−0.2% | 減碼 |
| Sculati Wealth Management, LLC | 16,559 | $564.8 萬 | 1.88% | −749−4.3% | 減碼 |
| Center for Financial Planning, Inc. | 17,273 | $565.4 萬 | 0.53% | −82−0.5% | 減碼 |
| WealthPLAN Partners, LLC | 17,279 | $565.6 萬 | 1.08% | −1,683−8.9% | 減碼 |
| Smith, Moore & Co. | 17,284 | $565.8 萬 | 0.37% | +106+0.6% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 17,294 | $566.1 萬 | 1.52% | +69+0.4% | 加碼 |
| Wealth Alliance | 17,342 | $567.6 萬 | 0.47% | +1,315+8.2% | 加碼 |
| Brasada Capital Management, LP | 17,343 | $567.7 萬 | 1.02% | +875+5.3% | 加碼 |
| Aries Wealth Management | 17,372 | $568.6 萬 | 1.12% | −25−0.1% | 減碼 |
| HF Advisory Group, LLC | 17,377 | $568.8 萬 | 1.76% | −746−4.1% | 減碼 |
| Triasima Portfolio Management inc. | 17,419 | $570.2 萬 | 0.77% | −3,342−16.1% | 減碼 |
| Storgate, LLC | 17,433 | $570.6 萬 | 1.18% | +15,696+903.6% | 加碼 |
| Interchange Capital Partners, LLC | 17,438 | $570.9 萬 | 1.07% | +2,716+18.4% | 加碼 |
| Investment Partners, Ltd. | 17,484 | $572.3 萬 | 1.79% | +198+1.1% | 加碼 |
| Hudson Value Partners, LLC | 17,496 | $572.7 萬 | 1.44% | +1,413+8.8% | 加碼 |
| Accredited Investors Inc. | 17,511 | $573.2 萬 | 0.25% | −3,039−14.8% | 減碼 |
| Brookmont Capital Management | 17,517 | $573.4 萬 | 3.08% | +38+0.2% | 加碼 |
| Grandview Asset Management LLC | 17,540 | $574.1 萬 | 1.43% | +242+1.4% | 加碼 |
| First Commonwealth Financial Corp | 17,552 | $574.5 萬 | 0.80% | +225+1.3% | 加碼 |
| Biltmore Family Office, LLC | 17,558 | $574.7 萬 | 0.76% | −783−4.3% | 減碼 |
| Firetrail Investments Pty Ltd | 17,672 | $574.9 萬 | 1.62% | −500−2.8% | 減碼 |
| Game Plan Financial Advisors, LLC | 17,575 | $575.3 萬 | 2.14% | +352+2.0% | 加碼 |
| Register Financial Advisors LLC | 17,594 | $575.9 萬 | 1.77% | +393+2.3% | 加碼 |
| Northcape Wealth Management, LLC | 17,616 | $576.6 萬 | 1.51% | −393−2.2% | 減碼 |
| Overbrook Management Corp | 17,629 | $577.1 萬 | 0.87% | +1,784+11.3% | 加碼 |
| Intrepid Financial Planning Group LLC | 17,651 | $577.8 萬 | 1.96% | −54−0.3% | 減碼 |
| Flavin Financial Services, Inc. | 17,657 | $578.0 萬 | 3.29% | +2,077+13.3% | 加碼 |
| Key Financial Inc | 17,667 | $578.3 萬 | 0.95% | −4,391−19.9% | 減碼 |
| Marshall Investment Management, LLC | 17,670 | $578.4 萬 | 2.40% | +1,277+7.8% | 加碼 |
| SFMG, LLC | 17,677 | $578.6 萬 | 0.35% | −781−4.2% | 減碼 |
| True North Advisors, LLC | 17,701 | $579.4 萬 | 0.55% | −1,655−8.6% | 減碼 |
| Westerkirk Capital Inc. | 17,758 | $581.3 萬 | 0.56% | 00.0% | 不變 |
| Hedeker Wealth, LLC | 17,788 | $582.2 萬 | 1.11% | −514−2.8% | 減碼 |
| Citizens & Northern Corp | 17,802 | $582.7 萬 | 1.33% | −2,395−11.9% | 減碼 |
| Hanson & Doremus Investment Management | 17,847 | $584.2 萬 | 0.59% | −131−0.7% | 減碼 |
| Magnolia Capital Advisors LLC | 17,886 | $585.4 萬 | 1.00% | +38+0.2% | 加碼 |
| Oak Asset Management, LLC | 17,921 | $586.6 萬 | 1.89% | −65−0.4% | 減碼 |
| Leisure Capital Management | 17,939 | $587.2 萬 | 1.83% | +25+0.1% | 加碼 |
| Denali Advisors LLC | 17,970 | $588.2 萬 | 0.59% | +200+1.1% | 加碼 |
| S Harris Financial Group, LLC | 17,984 | $588.7 萬 | 4.56% | +26+0.1% | 加碼 |
| Quadcap Wealth Management, LLC | 17,993 | $589.0 萬 | 0.57% | +823+4.8% | 加碼 |
| Rydar Equities, Inc. | 17,188 | $589.3 萬 | 3.32% | +745+4.5% | 加碼 |
| Optas, LLC | 18,011 | $589.6 萬 | 0.83% | +260+1.5% | 加碼 |
| Heartland Bank & Trust Co | 18,020 | $589.8 萬 | 1.22% | +232+1.3% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 18,024 | $590.0 萬 | 1.13% | −245−1.3% | 減碼 |
| Snider Financial Group | 18,029 | $590.1 萬 | 1.50% | +352+2.0% | 加碼 |
| Tranquility Partners, LLC | 18,053 | $590.9 萬 | 2.03% | +158+0.9% | 加碼 |
| Harold Davidson & Associates Inc. | 18,072 | $591.6 萬 | 2.57% | −385−2.1% | 減碼 |
| Canton Hathaway, LLC | 18,089 | $592.1 萬 | 1.13% | −600−3.2% | 減碼 |
| Knott David M Jr | 18,098 | $592.4 萬 | 3.13% | −1,379−7.1% | 減碼 |
| Cypress Wealth Services, LLC | 18,115 | $593.0 萬 | 0.73% | −259−1.4% | 減碼 |
| Graybill Bartz & Assoc Ltd | 18,115 | $593.0 萬 | 1.60% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 18,144 | $593.9 萬 | 0.86% | +3,573+24.5% | 加碼 |
| Atlas Legacy Advisors, LLC | 18,422 | $594.1 萬 | 0.88% | +3,670+24.9% | 加碼 |
| Titleist Asset Management, LLC | 18,206 | $596.0 萬 | 0.40% | +1,060+6.2% | 加碼 |
| Financial Advisory Partners, LLC | 18,233 | $596.8 萬 | 1.56% | −210−1.1% | 減碼 |
| Forza Wealth Management, LLC | 18,235 | $596.9 萬 | 1.83% | 00.0% | 不變 |
| Sherman Porfolios, LLC | 20,417 | $600.6 萬 | 0.47% | −101−0.5% | 減碼 |
| Integrated Investment Consultants, LLC | 18,360 | $601.0 萬 | 1.18% | +50.0% | 加碼 |
| Atlantic Edge Private Wealth Management, LLC | 18,378 | $601.6 萬 | 1.23% | +155+0.9% | 加碼 |
| 180 Wealth Advisors, LLC | 18,391 | $602.0 萬 | 0.60% | −212−1.1% | 減碼 |
| Advisor Resource Council | 17,862 | $603.1 萬 | 2.01% | +148+0.8% | 加碼 |
| Evermay Wealth Management LLC | 18,432 | $603.3 萬 | 0.62% | +411+2.3% | 加碼 |