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 5,156 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
- 5,156
- 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 2,116 家減碼
另有 69 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 | 5,156 | $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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 63,442 | $2,077 萬 | 1.29% | −1,199−1.9% | 減碼 |
| Covea Finance | 63,265 | $2,071 萬 | 0.65% | 00.0% | 不變 |
| One Capital Management, LLC | 70,363 | $2,070 萬 | 0.58% | 00.0% | 不變 |
| Burling Wealth Partners, LLC | 63,141 | $2,067 萬 | 3.02% | +73+0.1% | 加碼 |
| Harbour Investments, Inc. | 63,069 | $2,064 萬 | 0.28% | −1,348−2.1% | 減碼 |
| Intellus Advisors LLC | 63,033 | $2,063 萬 | 2.51% | −701−1.1% | 減碼 |
| Exchange Traded Concepts, LLC | 63,025 | $2,063 萬 | 0.10% | −8,324−11.7% | 減碼 |
| MainStreet Investment Advisors LLC | 62,999 | $2,062 萬 | 2.81% | −218−0.3% | 減碼 |
| Cape Cod Five Cents Savings Bank | 62,804 | $2,056 萬 | 1.67% | +62,804 | 新進 |
| Confluence Wealth Services, Inc. | 62,628 | $2,050 萬 | 0.59% | +13,658+27.9% | 加碼 |
| Close Asset Management Ltd | 62,620 | $2,049 萬 | 0.55% | +120.0% | 加碼 |
| NorthRock Partners, LLC | 62,473 | $2,045 萬 | 0.30% | +2,063+3.4% | 加碼 |
| Carmel Capital Management L.L.C. | 62,144 | $2,034 萬 | 4.46% | +45+0.1% | 加碼 |
| Plato Investment Management Ltd | 62,447 | $2,032 萬 | 1.17% | +1,036+1.7% | 加碼 |
| Bank of Nova Scotia Trust Co | 61,976 | $2,029 萬 | 1.68% | +1,245+2.1% | 加碼 |
| Emerald Investment Advisers, LLC | 61,789 | $2,023 萬 | 1.35% | +4,191+7.3% | 加碼 |
| Joel Isaacson & Co., LLC | 61,713 | $2,020 萬 | 0.58% | +3,099+5.3% | 加碼 |
| Van Hulzen Asset Management, LLC | 61,539 | $2,014 萬 | 1.43% | −1,834−2.9% | 減碼 |
| Wealthcare Advisory Partners LLC | 61,535 | $2,014 萬 | 0.38% | −8,292−11.9% | 減碼 |
| Iowa State Bank | 61,472 | $2,012 萬 | 3.36% | −4,074−6.2% | 減碼 |
| Fagan Associates, Inc. | 61,321 | $2,007 萬 | 2.47% | +208+0.3% | 加碼 |
| Copeland Capital Management, LLC | 61,214 | $2,004 萬 | 0.41% | −431−0.7% | 減碼 |
| Baldwin Investment Management, LLC | 61,191 | $2,003 萬 | 1.94% | +13,017+27.0% | 加碼 |
| Cardinal Point Capital Management, ULC | 60,964 | $1,996 萬 | 1.13% | +66+0.1% | 加碼 |
| Keystone Financial Group | 60,800 | $1,990 萬 | 1.18% | +280+0.5% | 加碼 |
| Parallax Volatility Advisers, L.P. | 60,554 | $1,982 萬 | 0.73% | +2,526+4.4% | 加碼 |
| New Age Alpha Advisors, LLC | 60,185 | $1,970 萬 | 0.84% | −3,203−5.1% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 60,118 | $1,968 萬 | 1.05% | +139+0.2% | 加碼 |
| Traynor Capital Management, Inc. | 60,094 | $1,967 萬 | 0.92% | +83+0.1% | 加碼 |
| Buckley Wealth Management, LLC | 59,992 | $1,964 萬 | 4.86% | −103−0.2% | 減碼 |
| Kingswood Wealth Advisors, LLC | 59,945 | $1,962 萬 | 0.79% | −377−0.6% | 減碼 |
| Zuckerman Investment Group, LLC | 59,805 | $1,958 萬 | 1.66% | −356−0.6% | 減碼 |
| Mitchell Capital Management Co | 59,730 | $1,955 萬 | 2.97% | −1,364−2.2% | 減碼 |
| Farmers National Bank | 59,566 | $1,950 萬 | 4.07% | −5,463−8.4% | 減碼 |
| Smartleaf Asset Management LLC | 59,052 | $1,945 萬 | 0.63% | 00.0% | 不變 |
| Buck Wealth Strategies, LLC | 59,289 | $1,941 萬 | 2.03% | +3,389+6.1% | 加碼 |
| SFE Investment Counsel | 59,236 | $1,939 萬 | 2.67% | −321−0.5% | 減碼 |
| Sara-Bay Financial | 59,206 | $1,938 萬 | 5.16% | −186−0.3% | 減碼 |
| Winslow Asset Management Inc | 59,011 | $1,932 萬 | 3.36% | −1,119−1.9% | 減碼 |
| Fulton Breakefield Broenniman LLC | 59,000 | $1,931 萬 | 1.14% | +58+0.1% | 加碼 |
| Ar Asset Management Inc | 58,772 | $1,924 萬 | 3.52% | 00.0% | 不變 |
| Schnieders Capital Management, LLC. | 58,746 | $1,923 萬 | 2.52% | +1,345+2.3% | 加碼 |
| Cypress Asset Management Inc | 58,703 | $1,922 萬 | 3.74% | +399+0.7% | 加碼 |
| Osprey Private Wealth LLC | 58,600 | $1,918 萬 | 4.95% | +742+1.3% | 加碼 |
| Cardinal Capital Management | 58,423 | $1,912 萬 | 2.31% | −366−0.6% | 減碼 |
| Applied Finance Capital Management, LLC | 58,030 | $1,900 萬 | 1.41% | −10,355−15.1% | 減碼 |
| Next Level Private LLC | 58,008 | $1,899 萬 | 3.72% | +342+0.6% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 57,981 | $1,898 萬 | 1.40% | −10,239−15.0% | 減碼 |
| LVM Capital Management Ltd | 57,953 | $1,897 萬 | 1.59% | +80+0.1% | 加碼 |
| BTG Pactual Asset Management US LLC | 57,792 | $1,892 萬 | 1.41% | +6,176+12.0% | 加碼 |
| Harbor Investment Advisory, LLC | 57,733 | $1,890 萬 | 1.32% | +1,905+3.4% | 加碼 |
| WealthBridge Investment Counsel Inc. | 57,728 | $1,890 萬 | 5.05% | −488−0.8% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 57,680 | $1,888 萬 | 2.87% | −2,633−4.4% | 減碼 |
| Camden National Bank | 57,663 | $1,887 萬 | 2.46% | −591−1.0% | 減碼 |
| Procyon Private Wealth Partners, LLC | 57,623 | $1,886 萬 | 0.81% | −1,443−2.4% | 減碼 |
| JCIC Asset Management Inc. | 64,099 | $1,886 萬 | 5.78% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 57,576 | $1,885 萬 | 1.07% | −637−1.1% | 減碼 |
| German American Bancorp, Inc. | 57,445 | $1,880 萬 | 1.41% | +252+0.4% | 加碼 |
| Whalerock Point Partners, LLC | 57,414 | $1,879 萬 | 3.20% | +4,767+9.1% | 加碼 |
| Segment Wealth Management, LLC | 57,319 | $1,876 萬 | 0.97% | +819+1.4% | 加碼 |
| Cornerstone Wealth Group, LLC | 57,277 | $1,875 萬 | 1.12% | −1,936−3.3% | 減碼 |
| Equitable Trust Co | 57,179 | $1,872 萬 | 0.78% | +675+1.2% | 加碼 |
| Rocky Mountain Advisers, LLC | 57,150 | $1,871 萬 | 4.77% | −70−0.1% | 減碼 |
| Jamison Private Wealth Management, Inc. | 57,141 | $1,870 萬 | 1.94% | +869+1.5% | 加碼 |
| Mirador Capital Partners LP | 56,740 | $1,857 萬 | 2.27% | −385−0.7% | 減碼 |
| Capital International Ltd | 56,587 | $1,852 萬 | 0.60% | +961+1.7% | 加碼 |
| Intesa Sanpaolo S.p.A. | 56,561 | $1,851 萬 | 0.66% | +7,845+16.1% | 加碼 |
| Fundamentun, LLC | 56,449 | $1,848 萬 | 0.67% | +684+1.2% | 加碼 |
| Impax Asset Management Group plc | 56,429 | $1,847 萬 | 0.12% | −150.0% | 減碼 |
| Signal Advisors Wealth, LLC | 56,358 | $1,845 萬 | 0.97% | +9,662+20.7% | 加碼 |
| Perryman Financial Advisory Inc | 56,241 | $1,841 萬 | 2.45% | +580+1.0% | 加碼 |
| Haverford Financial Services, Inc. | 56,133 | $1,837 萬 | 5.42% | −213−0.4% | 減碼 |
| YHB Investment Advisors, Inc. | 55,809 | $1,827 萬 | 1.17% | +3,426+6.5% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 55,774 | $1,826 萬 | 0.43% | +9,149+19.6% | 加碼 |
| Intesa Sanpaolo Wealth Management | 55,719 | $1,824 萬 | 3.65% | +4,535+8.9% | 加碼 |
| Wedmont Private Capital | 54,011 | $1,817 萬 | 0.50% | +3,424+6.8% | 加碼 |
| American National Bank | 55,279 | $1,809 萬 | 1.55% | −877−1.6% | 減碼 |
| Radnor Capital Management, LLC | 55,263 | $1,809 萬 | 2.54% | −100.0% | 減碼 |
| Laurel Wealth Advisors LLC | 55,202 | $1,807 萬 | 1.75% | −548−1.0% | 減碼 |
| Stolper Co | 55,195 | $1,807 萬 | 4.66% | +211+0.4% | 加碼 |
| Stratos Wealth Advisors, LLC | 55,138 | $1,805 萬 | 0.99% | −95−0.2% | 減碼 |
| Nwi Management LP | 55,000 | $1,800 萬 | 1.15% | 00.0% | 不變 |
| Sava Infond d.o.o. | 54,790 | $1,793 萬 | 1.27% | +27,395+100.0% | 加碼 |
| Nations Financial Group Inc, | 54,774 | $1,793 萬 | 0.86% | +648+1.2% | 加碼 |
| Baker Ellis Asset Management LLC | 54,750 | $1,792 萬 | 1.86% | −605−1.1% | 減碼 |
| Sigma Planning Corp | 54,714 | $1,791 萬 | 0.45% | +181+0.3% | 加碼 |
| Clear Trail Advisors, LLC | 54,669 | $1,789 萬 | 2.73% | −961−1.7% | 減碼 |
| Magnus Financial Group LLC | 54,658 | $1,789 萬 | 1.27% | +77+0.1% | 加碼 |
| South Dakota Investment Council | 54,648 | $1,789 萬 | 0.31% | −720−1.3% | 減碼 |
| Perennial Advisors, LLC | 54,419 | $1,781 萬 | 2.74% | −1,737−3.1% | 減碼 |
| Mengis Capital Management, Inc. | 54,286 | $1,777 萬 | 2.70% | −120.0% | 減碼 |
| Community Bank of Raymore | 54,276 | $1,777 萬 | 10.47% | −300−0.5% | 減碼 |
| Independent Investors Inc | 54,204 | $1,774 萬 | 3.39% | −1,600−2.9% | 減碼 |
| Arvest Bank Trust Division | 54,029 | $1,769 萬 | 0.86% | −1,210−2.2% | 減碼 |
| Marsico Capital Management LLC | 53,995 | $1,767 萬 | 0.46% | −102,758−65.6% | 減碼 |
| Visionary Wealth Advisors | 53,977 | $1,767 萬 | 0.70% | −273−0.5% | 減碼 |
| Meridian Wealth Advisors, LLC | 53,780 | $1,760 萬 | 2.00% | +1,701+3.3% | 加碼 |
| Valicenti Advisory Services Inc | 53,539 | $1,753 萬 | 3.31% | +185+0.3% | 加碼 |
| Vestcor Inc | 53,310 | $1,745 萬 | 0.43% | −1,428−2.6% | 減碼 |
| Quantitative Investment Management, LLC | 53,263 | $1,743 萬 | 1.90% | +53,263 | 新進 |