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 5,157 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
- 持有機構
- 5,157
- 較 2026 年第 1 季 +123 家
- 持有股數
- 19.7 億
- 較 2026 年第 1 季 +2,528 萬 (+1.3%)
- 總市值
- $6,437 億
- 較 2026 年第 1 季 +$734.1 億 (+12.9%)
- 新進機構
- 237
- 另有 2,266 家加碼
- 清倉機構
- 114
- 另有 2,117 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 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,102 | $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 | 4,679 | $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 | 3,711 | $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 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,594 | $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 |
|---|---|---|---|---|---|
| Ballew Advisors, Inc | 1,198 | $40.1 萬 | 0.21% | +1+0.1% | 加碼 |
| Precision Wealth Strategies, LLC | 1,225 | $40.1 萬 | 0.12% | +3+0.2% | 加碼 |
| Flower City Capital | 1,225 | $40.1 萬 | 0.18% | +56+4.8% | 加碼 |
| Vestia Personal Wealth Advisors | 1,229 | $40.2 萬 | 0.16% | +26+2.2% | 加碼 |
| Investment Management Trust, LLC | 1,229 | $40.2 萬 | 0.36% | +5+0.4% | 加碼 |
| Northern Lights Advisors, Inc. | 1,230 | $40.3 萬 | 0.22% | +159+14.8% | 加碼 |
| Meritas Wealth Management, LLC | 1,231 | $40.3 萬 | 0.16% | +1,231 | 新進 |
| O'Connor Financial Group LLC | 1,235 | $40.4 萬 | 0.14% | +71+6.1% | 加碼 |
| Astra Wealth Partners LLC | 1,236 | $40.5 萬 | 0.23% | +138+12.6% | 加碼 |
| Raffa Wealth Management, LLC | 1,236 | $40.5 萬 | 0.05% | +35+2.9% | 加碼 |
| Heritage Wealth Management, Inc./Texas | 1,236 | $40.5 萬 | 0.16% | −29−2.3% | 減碼 |
| APCM Wealth Management for Individuals | 1,239 | $40.5 萬 | 0.04% | +66+5.6% | 加碼 |
| Helium Advisors LLC | 1,241 | $40.6 萬 | 0.34% | +2+0.2% | 加碼 |
| Winter & Associates, Inc. | 1,245 | $40.8 萬 | 0.31% | 00.0% | 不變 |
| Strata Wealth Advisors, LLC | 1,246 | $40.8 萬 | 0.10% | −326−20.7% | 減碼 |
| Cypress Point Wealth Management, LLC | 1,246 | $40.8 萬 | 0.08% | +287+29.9% | 加碼 |
| Colorado Capital Management, Inc. | 1,247 | $40.8 萬 | 0.14% | −14−1.1% | 減碼 |
| Sharkey, Howes & Javer | 1,249 | $40.9 萬 | 0.05% | 00.0% | 不變 |
| Aurdan Capital Management, LLC | 1,258 | $41.2 萬 | 0.10% | +177+16.4% | 加碼 |
| Balanced Rock Investment Advisor | 1,259 | $41.2 萬 | 0.26% | +151+13.6% | 加碼 |
| West Chester Capital Advisors, Inc | 1,259 | $41.2 萬 | 0.27% | −4−0.3% | 減碼 |
| Arcus Capital Partners, LLC | 1,261 | $41.3 萬 | 0.17% | −192−13.2% | 減碼 |
| CDKV Holdings LLC | 1,262 | $41.3 萬 | 0.32% | 00.0% | 不變 |
| Numerai GP LLC | 1,264 | $41.4 萬 | 0.03% | +402+46.6% | 加碼 |
| Millington Financial Advisors, LLC | 1,213 | $41.4 萬 | 0.16% | +443+57.5% | 加碼 |
| Zinnia Wealth Advisory, LLC | 1,265 | $41.4 萬 | 0.42% | −11−0.9% | 減碼 |
| MPS Loria Financial Planners, LLC | 1,266 | $41.4 萬 | 0.10% | +2+0.2% | 加碼 |
| Godfrey Financial Associates, Inc. | 1,266 | $41.5 萬 | 0.32% | −98−7.2% | 減碼 |
| Lakeside Advisors, INC. | 1,267 | $41.5 萬 | 0.26% | +1+0.1% | 加碼 |
| Quartz Partners, LLC | 1,268 | $41.5 萬 | 0.14% | +86+7.3% | 加碼 |
| SFG Wealth Management, LLC. | 1,269 | $41.5 萬 | 0.15% | −252−16.6% | 減碼 |
| Clear Point Advisors Inc. | 1,272 | $41.6 萬 | 0.37% | −145,120−99.1% | 減碼 |
| Howard Bailey Securities, LLC | 1,276 | $41.8 萬 | 0.16% | −81−6.0% | 減碼 |
| Cascade Wealth Advisors, Inc | 1,168 | $41.8 萬 | 0.17% | 00.0% | 不變 |
| Human Investing LLC | 1,277 | $41.8 萬 | 0.05% | +3+0.2% | 加碼 |
| AdviceOne Advisory Services, LLC | 1,278 | $41.8 萬 | 0.24% | +1+0.1% | 加碼 |
| Longview Financial Advisors LLC | 1,280 | $41.9 萬 | 0.21% | −48−3.6% | 減碼 |
| Rialto Wealth Management, LLC | 1,282 | $42.0 萬 | 0.08% | +97+8.2% | 加碼 |
| Orgel Wealth Management, LLC | 1,284 | $42.0 萬 | 0.01% | +87+7.3% | 加碼 |
| Heartland Advisors Inc | 1,285 | $42.1 萬 | 0.02% | 00.0% | 不變 |
| Mustard Seed Financial, LLC | 1,287 | $42.1 萬 | 0.22% | 00.0% | 不變 |
| Axiom Financial Strategies, LLC | 1,288 | $42.2 萬 | 0.13% | +18+1.4% | 加碼 |
| Websterrogers Financial Advisors, LLC | 1,289 | $42.2 萬 | 0.11% | 00.0% | 不變 |
| Leslie Global Wealth, LLC | 1,290 | $42.2 萬 | 0.16% | −11−0.8% | 減碼 |
| Rock Point Advisors, LLC | 1,290 | $42.2 萬 | 0.10% | 00.0% | 不變 |
| AlphaGrep UK Ltd | 1,291 | $42.3 萬 | 0.13% | −3,000−69.9% | 減碼 |
| Cathy Pareto & Associates, Inc | 1,290 | $42.3 萬 | 0.25% | +6+0.5% | 加碼 |
| Rebalance, LLC | 1,296 | $42.4 萬 | 0.02% | +61+4.9% | 加碼 |
| Kelly Financial Group LLC | 1,299 | $42.5 萬 | 0.09% | −7−0.5% | 減碼 |
| Praxis Capital Management LLC | 1,300 | $42.6 萬 | 0.67% | −1,963−60.2% | 減碼 |
| Park Circle Co | 1,300 | $42.6 萬 | 0.38% | 00.0% | 不變 |
| Richardson Capital Management LLC | 1,302 | $42.6 萬 | 0.18% | −8−0.6% | 減碼 |
| Sage Capital Management, LLC | 1,302 | $42.6 萬 | 0.17% | +4+0.3% | 加碼 |
| WPWealth LLP | 1,303 | $42.7 萬 | 0.06% | +39+3.1% | 加碼 |
| RD Lewis Holdings, Inc. | 1,188 | $42.7 萬 | 0.32% | +1,188 | 新進 |
| Lee Johnson Capital Management, LLC | 1,304 | $42.7 萬 | 0.13% | −1,113−46.0% | 減碼 |
| Hubbell Strickland Wealth Management, LLC | 1,306 | $42.7 萬 | 0.15% | +115+9.7% | 加碼 |
| Intentional Wealth Strategies, LLC | 1,319 | $43.2 萬 | 0.40% | −29−2.2% | 減碼 |
| Oak Thistle LLC | 1,319 | $43.2 萬 | 0.04% | +1,319 | 新進 |
| Valued Retirements, Inc. | 1,319 | $43.2 萬 | 0.39% | 00.0% | 不變 |
| Evolution Wealth Management Inc. | 1,320 | $43.2 萬 | 0.25% | +501+61.2% | 加碼 |
| Graney & King, LLC | 1,320 | $43.2 萬 | 0.16% | +435+49.2% | 加碼 |
| Graham Capital Management, L.P. | 1,324 | $43.3 萬 | 0.01% | +1,324 | 新進 |
| L.K. Benson & Company, P.C. | 1,325 | $43.4 萬 | 0.13% | 00.0% | 不變 |
| Jackson Square Capital, LLC | 1,325 | $43.4 萬 | 0.06% | +1,325 | 新進 |
| Tumwater Wealth Management, LLC | 1,327 | $43.4 萬 | 0.16% | 00.0% | 不變 |
| WPG Advisers, LLC | 1,329 | $43.5 萬 | 0.26% | +353+36.2% | 加碼 |
| DWR Wealth Management, LLC | 1,321 | $43.5 萬 | 0.33% | +164+14.2% | 加碼 |
| Traub Capital Management LLC | 1,330 | $43.5 萬 | 0.39% | −13−1.0% | 減碼 |
| Valpey Financial Services, LLC | 1,330 | $43.5 萬 | 0.26% | 00.0% | 不變 |
| Sankala Group LLC | 1,202 | $43.6 萬 | 0.29% | −179−13.0% | 減碼 |
| Three Seasons Wealth, LLC | 1,332 | $43.6 萬 | 0.04% | +510+62.0% | 加碼 |
| Harborfront Financial Group LLC | 1,333 | $43.6 萬 | 1.64% | +1,333 | 新進 |
| Guardian Financial Partners, LLC | 1,339 | $43.8 萬 | 0.17% | −83−5.8% | 減碼 |
| New England Professional Planning Group Inc. | 1,341 | $43.9 萬 | 0.16% | −86−6.0% | 減碼 |
| Conrad Siegel Investment Advisors, Inc. | 1,344 | $44.0 萬 | 0.07% | +190+16.5% | 加碼 |
| J Hagan Capital, Inc. | 1,346 | $44.1 萬 | 0.20% | +136+11.2% | 加碼 |
| Pura Vida Investments, LLC | 1,350 | $44.2 萬 | 1.19% | 00.0% | 不變 |
| JMN Financial LLC | 1,350 | $44.2 萬 | 0.34% | +127+10.4% | 加碼 |
| Brogan Financial, Inc. | 1,350 | $44.2 萬 | 0.18% | −104−7.2% | 減碼 |
| Capula Management Ltd | 1,351 | $44.2 萬 | 0.00% | −9,050−87.0% | 減碼 |
| Delos Wealth Advisors, LLC | 1,352 | $44.3 萬 | 0.23% | +386+40.0% | 加碼 |
| Stone House Investment Management, LLC | 1,354 | $44.3 萬 | 0.06% | +176+14.9% | 加碼 |
| Provident Wealth Management, LLC | 1,357 | $44.4 萬 | 0.11% | +1,357 | 新進 |
| Outlook Capital Management, LLC | 1,358 | $44.5 萬 | 0.14% | +1,358 | 新進 |
| PlanVest Financial, Inc | 1,359 | $44.5 萬 | 0.30% | +4+0.3% | 加碼 |
| Lifestyle Asset Management, Inc. | 1,363 | $44.6 萬 | 0.12% | +112+9.0% | 加碼 |
| Jackson Creek Investment Advisors LLC | 1,271 | $44.7 萬 | 0.15% | −428−25.2% | 減碼 |
| Enzi Wealth | 1,304 | $44.7 萬 | 0.14% | −15−1.1% | 減碼 |
| Sentinel Pension Advisors Inc | 1,311 | $44.7 萬 | 0.06% | +71+5.7% | 加碼 |
| John Boyer, Inc. | 1,369 | $44.8 萬 | 0.39% | +4+0.3% | 加碼 |
| Entruity Wealth, LLC | 1,372 | $44.9 萬 | 0.29% | +2+0.1% | 加碼 |
| JDH Wealth Management, LLC | 1,374 | $45.0 萬 | 0.27% | −13−0.9% | 減碼 |
| Triton Wealth Management, PLLC | 1,362 | $45.0 萬 | 0.14% | −20−1.4% | 減碼 |
| Portfolio Strategies, Inc. | 1,376 | $45.0 萬 | 0.04% | 00.0% | 不變 |
| Essential Planning, LLC. | 1,378 | $45.1 萬 | 0.13% | −21−1.5% | 減碼 |
| Integrity Wealth Solutions LLC | 1,382 | $45.2 萬 | 0.17% | +22+1.6% | 加碼 |
| DeLarme Wealth Management, Inc. | 1,382 | $45.2 萬 | 0.26% | −47−3.3% | 減碼 |
| Nalls Sherbakoff Group, LLC | 1,383 | $45.3 萬 | 0.32% | 00.0% | 不變 |
| Shearwater Capital LLC | 1,389 | $45.5 萬 | 0.22% | −14−1.0% | 減碼 |