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 68 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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 18,442 | $603.6 萬 | 0.70% | +557+3.1% | 加碼 |
| Continuum Advisory, LLC | 18,447 | $603.8 萬 | 0.49% | −1,138−5.8% | 減碼 |
| Wisconsin Capital Management LLC | 18,448 | $603.9 萬 | 2.87% | +183+1.0% | 加碼 |
| MOKAN Wealth Management Inc. | 18,467 | $604.5 萬 | 2.31% | +3,038+19.7% | 加碼 |
| Legacy CG, LLC | 18,490 | $605.2 萬 | 1.55% | −200−1.1% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 18,491 | $605.3 萬 | 1.22% | −115−0.6% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 18,500 | $605.6 萬 | 2.81% | +1,000+5.7% | 加碼 |
| Mattson Financial Services, LLC | 17,658 | $605.9 萬 | 1.27% | +743+4.4% | 加碼 |
| LMR Partners LLP | 18,511 | $605.9 萬 | 0.04% | +18,511 | 新進 |
| Y.D. More Investments Ltd | 18,561 | $607.2 萬 | 0.19% | +882+5.0% | 加碼 |
| Platt Wealth Management LLC | 18,567 | $607.7 萬 | 4.89% | +132+0.7% | 加碼 |
| Engineers Gate Manager LP | 18,583 | $608.3 萬 | 0.08% | −14,306−43.5% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,608 | $609.1 萬 | 1.16% | −80.0% | 減碼 |
| Portfolio Design Labs, LLC | 18,613 | $609.2 萬 | 1.00% | −2,827−13.2% | 減碼 |
| L2 Asset Management, LLC | 18,626 | $609.7 萬 | 0.63% | +541+3.0% | 加碼 |
| Kathmere Capital Management, LLC | 18,627 | $609.7 萬 | 0.32% | +633+3.5% | 加碼 |
| Kampmann Melissa S. | 18,640 | $610.1 萬 | 4.61% | −56−0.3% | 減碼 |
| Altfest L J & Co Inc | 18,682 | $611.5 萬 | 0.59% | −152−0.8% | 減碼 |
| Lincluden Management Ltd | 18,711 | $612.5 萬 | 0.60% | +260+1.4% | 加碼 |
| Wall Street Access Asset Management, LLC | 18,751 | $613.8 萬 | 0.87% | +9,601+104.9% | 加碼 |
| Clear Creek Financial Management, LLC | 18,760 | $614.1 萬 | 0.39% | +282+1.5% | 加碼 |
| Valley Brook Capital Group | 18,772 | $614.4 萬 | 3.48% | +258+1.4% | 加碼 |
| Shrier Wealth Management, LLC | 18,778 | $614.7 萬 | 2.07% | +111+0.6% | 加碼 |
| Channel Wealth LLC | 18,779 | $614.7 萬 | 1.38% | −2,025−9.7% | 減碼 |
| CFS Investment Advisory Services, LLC | 18,389 | $615.1 萬 | 0.41% | −10−0.1% | 減碼 |
| Legacy Advisors, LLC | 18,800 | $615.4 萬 | 0.57% | +2,023+12.1% | 加碼 |
| Elyxium Wealth, LLC | 18,810 | $615.7 萬 | 0.65% | +3,591+23.6% | 加碼 |
| Wilkins Investment Counsel Inc | 18,828 | $616.3 萬 | 0.83% | −226−1.2% | 減碼 |
| Fire Capital Management LLC | 18,832 | $616.4 萬 | 2.51% | −1,050−5.3% | 減碼 |
| Dark Forest Capital Management LP | 18,834 | $616.5 萬 | 0.40% | +4,391+30.4% | 加碼 |
| Pacitti Group Inc. | 18,859 | $617.3 萬 | 1.96% | +1,447+8.3% | 加碼 |
| Liberty One Investment Management, LLC | 18,862 | $617.4 萬 | 0.62% | +958+5.4% | 加碼 |
| Viewpoint Investment Partners Corp | 18,250 | $617.8 萬 | 2.13% | +15+0.1% | 加碼 |
| Vista Investment Management | 18,884 | $618.1 萬 | 1.87% | −226−1.2% | 減碼 |
| Athena Investment Management | 18,980 | $621.3 萬 | 3.68% | −5,294−21.8% | 減碼 |
| Sovran Advisors, LLC | 17,417 | $622.3 萬 | 0.46% | −1,422−7.5% | 減碼 |
| DeDora Capital, Inc. | 19,014 | $622.4 萬 | 1.35% | +406+2.2% | 加碼 |
| Processus Wealth & Capital Management, LLC | 19,030 | $622.9 萬 | 3.69% | +20.0% | 加碼 |
| Wills Financial Group LLC | 19,047 | $623.5 萬 | 2.27% | +802+4.4% | 加碼 |
| Certified Advisory Corp | 19,050 | $623.6 萬 | 0.50% | +70.0% | 加碼 |
| Peak Planning Group, LLC | 19,098 | $625.1 萬 | 1.41% | −231−1.2% | 減碼 |
| Castle Rock Wealth Management, LLC | 18,714 | $625.2 萬 | 1.23% | +185+1.0% | 加碼 |
| Banco de Sabadell, S.A | 19,100 | $625.5 萬 | 3.67% | +173+0.9% | 加碼 |
| Keel Point, LLC | 19,143 | $626.6 萬 | 0.37% | +1,731+9.9% | 加碼 |
| Quest Investment Management LLC | 19,167 | $627.4 萬 | 0.73% | −7,420−27.9% | 減碼 |
| Chesapeake Asset Management LLC | 19,168 | $627.4 萬 | 4.81% | +88+0.5% | 加碼 |
| White Pine Capital LLC | 19,172 | $627.5 萬 | 1.48% | −103−0.5% | 減碼 |
| West Michigan Advisors, LLC | 19,178 | $627.8 萬 | 1.19% | +334+1.8% | 加碼 |
| Highline Wealth Partners LLC | 19,206 | $628.7 萬 | 1.28% | +61+0.3% | 加碼 |
| Mayflower Financial Advisors, LLC | 19,246 | $630.0 萬 | 0.54% | +915+5.0% | 加碼 |
| Winthrop Partners - WNY, LLC | 19,285 | $631.3 萬 | 3.12% | +91+0.5% | 加碼 |
| Morangie Management LLC | 19,332 | $632.8 萬 | 5.26% | −103−0.5% | 減碼 |
| Huber Capital Management LLC | 19,333 | $632.8 萬 | 0.93% | 00.0% | 不變 |
| Pinkerton Retirement Specialists, LLC | 21,524 | $633.1 萬 | 0.54% | +138+0.6% | 加碼 |
| Midland Wealth Advisors LLC | 19,399 | $635.0 萬 | 0.30% | −35−0.2% | 減碼 |
| Winthrop Advisory Group LLC | 19,412 | $635.4 萬 | 0.43% | +923+5.0% | 加碼 |
| Trust Point Inc. | 19,482 | $637.7 萬 | 0.54% | −2,740−12.3% | 減碼 |
| Glen Eagle Advisors, LLC | 19,485 | $637.8 萬 | 0.80% | +2,207+12.8% | 加碼 |
| Gateway Wealth Partners, LLC | 19,528 | $639.2 萬 | 0.38% | −6,215−24.1% | 減碼 |
| Fischer Financial Services, Inc. | 19,534 | $639.4 萬 | 1.61% | +683+3.6% | 加碼 |
| Headinvest, LLC | 19,554 | $640.1 萬 | 1.19% | +582+3.1% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 19,568 | $640.5 萬 | 3.68% | −4,057−17.2% | 減碼 |
| Buffalo Business & Estate Services Ltd | – | $640.7 萬 | 0.81% | – | – |
| InvesTrust | 19,579 | $640.9 萬 | 2.47% | −607−3.0% | 減碼 |
| Nvest Financial, LLC | 19,583 | $641.0 萬 | 2.03% | −142−0.7% | 減碼 |
| Family Management Corp | 19,674 | $644.0 萬 | 0.68% | −185−0.9% | 減碼 |
| Ayrshire Capital Management LLC | 19,689 | $644.5 萬 | 3.02% | +144+0.7% | 加碼 |
| Stevens Capital Management LP | 19,690 | $644.5 萬 | 1.55% | −3,585−15.4% | 減碼 |
| San Luis Wealth Advisors LLC | 19,696 | $644.7 萬 | 0.97% | +1,528+8.4% | 加碼 |
| Altrius Capital Management Inc | 19,748 | $646.4 萬 | 1.23% | +744+3.9% | 加碼 |
| Van Eck Associates Corp | 19,766 | $647.0 萬 | 0.00% | −2,253−10.2% | 減碼 |
| Cassaday & Co Wealth Management LLC | 19,805 | $648.3 萬 | 0.12% | +235+1.2% | 加碼 |
| Slagle Financial, LLC | 19,833 | $649.2 萬 | 1.94% | −4,149−17.3% | 減碼 |
| Adirondack Trust Co | 19,892 | $651.1 萬 | 1.94% | −249−1.2% | 減碼 |
| Triad Wealth Partners, LLC | 18,467 | $651.2 萬 | 0.39% | +1,469+8.6% | 加碼 |
| Waterloo Capital, L.P. | 19,900 | $651.4 萬 | 0.37% | +1,050+5.6% | 加碼 |
| Gold Investment Management Ltd. | 19,913 | $651.8 萬 | 1.77% | −86−0.4% | 減碼 |
| Nicholas Investment Partners, LP | 19,967 | $653.6 萬 | 0.37% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 19,973 | $653.8 萬 | 2.23% | −761−3.7% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 19,980 | $654.0 萬 | 0.98% | −272−1.3% | 減碼 |
| Goldstone Financial Group, LLC | 19,997 | $654.6 萬 | 0.60% | +331+1.7% | 加碼 |
| Baypointe Partners LLC | 20,000 | $654.7 萬 | 15.69% | −5,000−20.0% | 減碼 |
| PW Nova Financial Services LLC | 20,024 | $655.4 萬 | 1.41% | +1,214+6.5% | 加碼 |
| Trinity Financial Advisors LLC | 20,050 | $656.3 萬 | 1.69% | −145−0.7% | 減碼 |
| WD Rutherford LLC | 20,056 | $656.5 萬 | 2.38% | −342−1.7% | 減碼 |
| Ocean Capital Management, LLC | 20,101 | $658.0 萬 | 1.22% | +31+0.2% | 加碼 |
| Tyche Wealth Partners LLC | 20,119 | $658.6 萬 | 0.92% | −15−0.1% | 減碼 |
| Wakefield Asset Management LLLP | 20,132 | $659.0 萬 | 1.48% | +156+0.8% | 加碼 |
| Intellectus Partners, LLC | 20,134 | $659.0 萬 | 1.14% | +317+1.6% | 加碼 |
| Impact Capital Partners LLC | 20,144 | $659.4 萬 | 1.80% | +236+1.2% | 加碼 |
| Paradigm Asset Management Co LLC | 20,150 | $659.6 萬 | 1.41% | −9,241−31.4% | 減碼 |
| Pinnacle Bancorp, Inc. | 20,184 | $660.7 萬 | 1.72% | −27−0.1% | 減碼 |
| Vestor Capital, LLC | 85,741 | $661.1 萬 | 0.56% | −94,386−52.4% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 20,232 | $662.2 萬 | 1.01% | −173−0.8% | 減碼 |
| Owen LaRue, LLC | 20,259 | $663.1 萬 | 2.31% | −8,054−28.4% | 減碼 |
| Acropolis Investment Management, LLC | 20,265 | $663.3 萬 | 0.26% | −11−0.1% | 減碼 |
| Excelsior Advisor Network LLC | 20,287 | $664.1 萬 | 0.88% | +14,807+270.2% | 加碼 |
| OneAscent Financial Services LLC | 20,326 | $665.3 萬 | 0.32% | −372−1.8% | 減碼 |
| Regatta Capital Group, LLC | 20,396 | $667.6 萬 | 0.90% | −3,822−15.8% | 減碼 |
| Massachusetts Wealth Management | 20,405 | $667.9 萬 | 2.54% | −40−0.2% | 減碼 |