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 |
|---|---|---|---|---|---|
| Invictus Private Wealth, LLC | 53,003 | $1,735 萬 | 0.93% | −529−1.0% | 減碼 |
| Meiji Yasuda America Inc | 52,968 | $1,734 萬 | 2.90% | +7,654+16.9% | 加碼 |
| EagleClaw Capital Managment, LLC | 52,906 | $1,732 萬 | 2.32% | +263+0.5% | 加碼 |
| Burney Co | 52,628 | $1,723 萬 | 0.46% | −1,375−2.5% | 減碼 |
| Miramar Capital, LLC | 52,493 | $1,718 萬 | 3.78% | +429+0.8% | 加碼 |
| Embree Financial Group | 52,467 | $1,717 萬 | 1.72% | +53+0.1% | 加碼 |
| Bridgewater Advisors Inc. | 48,665 | $1,716 萬 | 0.94% | +5,324+12.3% | 加碼 |
| Lynch & Associates | 52,403 | $1,715 萬 | 3.00% | −47−0.1% | 減碼 |
| Hills Bank & Trust Co | 52,326 | $1,713 萬 | 0.73% | −1,455−2.7% | 減碼 |
| HWG Holdings LP | 51,917 | $1,699 萬 | 3.84% | −1,601−3.0% | 減碼 |
| Royal Fund Management, LLC | 51,847 | $1,697 萬 | 1.42% | +701+1.4% | 加碼 |
| one8zero8, LLC | 51,800 | $1,696 萬 | 3.36% | −29−0.1% | 減碼 |
| LDIC Inc. | 51,698 | $1,692 萬 | 10.60% | +51,698 | 新進 |
| Ascent Wealth Partners, LLC | 51,576 | $1,688 萬 | 1.69% | +687+1.3% | 加碼 |
| Spartan Wealth Advisory Services LLC | 51,414 | $1,683 萬 | 1.38% | +2,609+5.3% | 加碼 |
| NewSquare Capital LLC | 51,385 | $1,682 萬 | 1.25% | +1,617+3.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 51,373 | $1,682 萬 | 0.41% | −48,520−48.6% | 減碼 |
| Clough Capital Partners L P | 51,360 | $1,681 萬 | 1.37% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 51,318 | $1,680 萬 | 0.29% | −969−1.9% | 減碼 |
| Dividend Assets Capital, LLC | 51,281 | $1,679 萬 | 3.25% | −288−0.6% | 減碼 |
| Marietta Wealth Management, LLC | 51,246 | $1,677 萬 | 1.73% | +489+1.0% | 加碼 |
| Colonial Trust Co | 51,229 | $1,677 萬 | 2.12% | −2,458−4.6% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 51,187 | $1,676 萬 | 0.81% | +1,774+3.6% | 加碼 |
| Private Advisory Group LLC | 51,177 | $1,675 萬 | 0.93% | +5,500+12.0% | 加碼 |
| Mizuho Markets Americas LLC | 51,000 | $1,669 萬 | 0.30% | +39,000+325.0% | 加碼 |
| Castleark Management LLC | 50,525 | $1,654 萬 | 0.45% | 00.0% | 不變 |
| Foster & Motley Inc | 50,479 | $1,652 萬 | 0.76% | +215+0.4% | 加碼 |
| Alps Advisors Inc | 50,366 | $1,649 萬 | 0.08% | +29,620+142.8% | 加碼 |
| Fulton Bank, N.A. | 50,355 | $1,648 萬 | 0.50% | +2,324+4.8% | 加碼 |
| Smithbridge Asset Management Inc | 50,316 | $1,647 萬 | 2.24% | −1,750−3.4% | 減碼 |
| McMillan Office, Inc. | 50,309 | $1,647 萬 | 1.89% | +78+0.2% | 加碼 |
| Venator Management LLC | 50,267 | $1,645 萬 | 3.71% | +52+0.1% | 加碼 |
| Syon Capital LLC | 50,236 | $1,644 萬 | 0.72% | +2,717+5.7% | 加碼 |
| Avantax Planning Partners, Inc. | 50,234 | $1,644 萬 | 0.41% | −213−0.4% | 減碼 |
| GLOBALT Investments LLC | 50,222 | $1,644 萬 | 0.55% | −15,433−23.5% | 減碼 |
| National Asset Management, Inc. | 49,890 | $1,643 萬 | 0.90% | +1,585+3.3% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 50,616 | $1,640 萬 | 0.32% | +35,041+225.0% | 加碼 |
| Rheos Capital Works Inc. | 50,000 | $1,637 萬 | 0.93% | +15,000+42.9% | 加碼 |
| Ameritas Advisory Services, LLC | 49,825 | $1,631 萬 | 0.33% | +16,259+48.4% | 加碼 |
| RKL Wealth Management LLC | 49,728 | $1,628 萬 | 1.30% | −176−0.4% | 減碼 |
| Peterson Wealth Services | 49,713 | $1,627 萬 | 3.55% | −184−0.4% | 減碼 |
| Larson Financial Group LLC | 49,685 | $1,626 萬 | 0.43% | +3,066+6.6% | 加碼 |
| Flagship Harbor Advisors, LLC | 49,641 | $1,625 萬 | 0.62% | +220.0% | 加碼 |
| PDS Planning, Inc | 49,614 | $1,624 萬 | 0.94% | +403+0.8% | 加碼 |
| Teamwork Financial Advisors, LLC | 49,574 | $1,623 萬 | 1.51% | −1,705−3.3% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 49,463 | $1,619 萬 | 0.16% | +3,909+8.6% | 加碼 |
| VestGen Advisors, LLC | 49,461 | $1,619 萬 | 0.48% | −1,887−3.7% | 減碼 |
| Centaurus Financial, Inc. | 49,446 | $1,619 萬 | 0.63% | +71+0.1% | 加碼 |
| Naples Global Advisors, LLC | 49,193 | $1,610 萬 | 0.99% | +716+1.5% | 加碼 |
| Simplicity Wealth,LLC | 49,181 | $1,610 萬 | 0.54% | +13,781+38.9% | 加碼 |
| Duncker Streett & Co Inc | 49,116 | $1,608 萬 | 2.72% | −304−0.6% | 減碼 |
| Live Oak Private Wealth LLC | 49,021 | $1,605 萬 | 2.01% | −1,820−3.6% | 減碼 |
| Community Bank & Trust, Waco, Texas | 48,981 | $1,603 萬 | 2.89% | −573−1.2% | 減碼 |
| Pure Financial Advisors, Inc. | 48,966 | $1,603 萬 | 0.20% | +628+1.3% | 加碼 |
| Capital Analysts, LLC | 48,924 | $1,601 萬 | 0.37% | −680−1.4% | 減碼 |
| Harrell Investment Partners, LLC | 48,355 | $1,583 萬 | 3.43% | −1,791−3.6% | 減碼 |
| Wellington Shields & Co., LLC | 48,314 | $1,581 萬 | 3.54% | +733+1.5% | 加碼 |
| Belpointe Asset Management LLC | 47,965 | $1,570 萬 | 0.51% | +3,646+8.2% | 加碼 |
| Brave Asset Management Inc | 47,930 | $1,569 萬 | 3.36% | −235−0.5% | 減碼 |
| Giverny Capital Inc.大師吉維尼資本 | 47,876 | $1,567 萬 | 0.53% | −4,422−8.5% | 減碼 |
| Twin Capital Management Inc | 47,806 | $1,565 萬 | 1.71% | +1,177+2.5% | 加碼 |
| Cambient Family Office, LLC | 47,709 | $1,562 萬 | 1.92% | +635+1.3% | 加碼 |
| Boyar Asset Management Inc. | 47,685 | $1,561 萬 | 8.95% | +741+1.6% | 加碼 |
| PEAK6 LLC | 47,668 | $1,560 萬 | 0.38% | +25,650+116.5% | 加碼 |
| United Asset Strategies, Inc. | 47,656 | $1,560 萬 | 1.10% | −27,589−36.7% | 減碼 |
| Prosperity Consulting Group, LLC | 47,362 | $1,550 萬 | 0.59% | +1,772+3.9% | 加碼 |
| Canal Capital Management, LLC | 47,327 | $1,549 萬 | 1.89% | +825+1.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 47,171 | $1,544 萬 | 0.44% | +3,471+7.9% | 加碼 |
| Rench Wealth Management, Inc. | 47,129 | $1,543 萬 | 4.14% | −430−0.9% | 減碼 |
| Adalta Capital Management LLC | 47,083 | $1,541 萬 | 6.77% | −527−1.1% | 減碼 |
| Phoenix Holdings Ltd. | 46,994 | $1,539 萬 | 0.11% | −10,041−17.6% | 減碼 |
| Community Financial Services Group, LLC | 46,029 | $1,538 萬 | 2.24% | +220.0% | 加碼 |
| Longbow Finance SA | 46,628 | $1,526 萬 | 1.95% | +11,098+31.2% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 46,612 | $1,526 萬 | 0.65% | +190+0.4% | 加碼 |
| RPG Investment Advisory, LLC | 46,404 | $1,519 萬 | 1.56% | +230.0% | 加碼 |
| Pioneer Trust Bank N A | 46,279 | $1,515 萬 | 3.43% | −90−0.2% | 減碼 |
| Financial Advisory Service, Inc. | 46,254 | $1,514 萬 | 0.79% | +2,727+6.3% | 加碼 |
| Shepherd Financial Partners LLC | 46,024 | $1,507 萬 | 1.24% | −290−0.6% | 減碼 |
| Premier Fund Managers Ltd | 45,621 | $1,503 萬 | 1.36% | +4,680+11.4% | 加碼 |
| Boston Family Office LLC | 45,858 | $1,501 萬 | 0.91% | −835−1.8% | 減碼 |
| Sigma Investment Counselors Inc | 45,810 | $1,500 萬 | 0.73% | −3,574−7.2% | 減碼 |
| Coastal Bridge Advisors, LLC | 45,668 | $1,495 萬 | 0.92% | +373+0.8% | 加碼 |
| Cutler Investment Counsel LLC | 45,620 | $1,493 萬 | 1.41% | −301−0.7% | 減碼 |
| Brown Miller Wealth Management, LLC | 45,560 | $1,491 萬 | 3.75% | +46+0.1% | 加碼 |
| Walter Public Investments Inc. | 45,558 | $1,491 萬 | 3.59% | −3,598−7.3% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 45,339 | $1,484 萬 | 2.35% | +374+0.8% | 加碼 |
| Stokes Capital Advisors, LLC | 45,335 | $1,484 萬 | 3.18% | −753−1.6% | 減碼 |
| Pettee Investors, Inc. | 45,187 | $1,479 萬 | 7.28% | +79+0.2% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 45,112 | $1,477 萬 | 0.70% | +3,347+8.0% | 加碼 |
| Harbor Capital Advisors, Inc. | 45,000 | $1,473 萬 | 1.00% | −224−0.5% | 減碼 |
| AlTi Global, Inc. | 44,853 | $1,468 萬 | 0.30% | +1,896+4.4% | 加碼 |
| Harbour Capital Advisors, LLC | 43,632 | $1,468 萬 | 2.67% | −170−0.4% | 減碼 |
| Bearing Point Capital, LLC | 44,770 | $1,465 萬 | 1.98% | +82+0.2% | 加碼 |
| Punch & Associates Investment Management, Inc. | 44,647 | $1,461 萬 | 0.72% | +195+0.4% | 加碼 |
| Apriem Advisors | 44,544 | $1,458 萬 | 1.26% | −114−0.3% | 減碼 |
| Csenge Advisory Group | 44,541 | $1,458 萬 | 0.59% | +3,616+8.8% | 加碼 |
| Kavar Capital Partners Group, LLC | 44,470 | $1,456 萬 | 1.79% | +189+0.4% | 加碼 |
| Axxion S.A. | 44,349 | $1,452 萬 | 1.04% | +44,349 | 新進 |
| Thompson Siegel & Walmsley LLC | 44,337 | $1,451 萬 | 0.26% | −5,960−11.8% | 減碼 |
| First National Advisers, LLC | 44,312 | $1,450 萬 | 2.04% | −3,352−7.0% | 減碼 |