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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 44,307 | $1,450 萬 | 0.71% | −245−0.5% | 減碼 |
| Rollins Financial Advisors, LLC | 44,211 | $1,447 萬 | 1.91% | −79−0.2% | 減碼 |
| Parr McKnight Wealth Management Group, LLC | 44,183 | $1,446 萬 | 1.71% | +245+0.6% | 加碼 |
| City Holding Co | 44,128 | $1,444 萬 | 1.63% | −25−0.1% | 減碼 |
| Viking Fund Management LLC | 44,000 | $1,440 萬 | 1.29% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 43,921 | $1,438 萬 | 0.38% | −26,665−37.8% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 43,907 | $1,437 萬 | 2.05% | +2,001+4.8% | 加碼 |
| Stokes Family Office, LLC | 43,872 | $1,436 萬 | 1.67% | −4,606−9.5% | 減碼 |
| Security National Bank | 43,630 | $1,428 萬 | 1.70% | +4,118+10.4% | 加碼 |
| Mystic Asset Management, Inc. | 43,626 | $1,428 萬 | 3.05% | −354−0.8% | 減碼 |
| SevenBridge Financial Group, LLC | 39,916 | $1,427 萬 | 2.10% | −199−0.5% | 減碼 |
| Independent Financial Group, LLC | 43,575 | $1,426 萬 | 0.27% | +1,639+3.9% | 加碼 |
| Tulsa Wealth Advisors, INC | 43,509 | $1,424 萬 | 2.01% | +458+1.1% | 加碼 |
| Ipswich Investment Management Co., Inc. | 43,326 | $1,418 萬 | 2.99% | −1,540−3.4% | 減碼 |
| Providence Capital Advisors, LLC | 43,280 | $1,417 萬 | 2.14% | +1,531+3.7% | 加碼 |
| New England Asset Management Inc | 43,147 | $1,412 萬 | 1.64% | +304+0.7% | 加碼 |
| IFG Advisory, LLC | 43,108 | $1,411 萬 | 0.49% | +43,108 | 新進 |
| Hudson Valley Investment Advisors Inc | 43,067 | $1,410 萬 | 1.71% | −2,294−5.1% | 減碼 |
| F/M Investments LLC | 43,065 | $1,410 萬 | 0.72% | +1,690+4.1% | 加碼 |
| Banque Pictet & Cie SA | 43,013 | $1,408 萬 | 0.14% | −13,416−23.8% | 減碼 |
| New Republic Capital, LLC | 42,950 | $1,406 萬 | 3.24% | +7,101+19.8% | 加碼 |
| Transcend Wealth Collective, LLC | 42,904 | $1,404 萬 | 0.95% | −548−1.3% | 減碼 |
| Strategic Planning Group, LLC | 42,895 | $1,404 萬 | 1.53% | +1,644+4.0% | 加碼 |
| Plimoth Trust Co LLC | 42,859 | $1,403 萬 | 2.80% | −895−2.0% | 減碼 |
| Nordwand Advisors, LLC | 42,752 | $1,399 萬 | 2.15% | +484+1.1% | 加碼 |
| Intrust Bank NA | 42,703 | $1,398 萬 | 1.03% | −686−1.6% | 減碼 |
| RMR Wealth Builders | 42,694 | $1,397 萬 | 0.87% | +3,753+9.6% | 加碼 |
| Interval Partners, LP | 42,677 | $1,397 萬 | 0.45% | −35,306−45.3% | 減碼 |
| Schulhoff & Co Inc | 42,624 | $1,395 萬 | 5.61% | −1,880−4.2% | 減碼 |
| Guardian Capital LP | 42,546 | $1,393 萬 | 0.34% | +380+0.9% | 加碼 |
| Patton Albertson Miller Group, LLC | 42,407 | $1,388 萬 | 1.38% | −589−1.4% | 減碼 |
| Purpose Unlimited Inc. | 42,219 | $1,387 萬 | 0.53% | +30,735+267.6% | 加碼 |
| Parcion Private Wealth LLC | 42,322 | $1,385 萬 | 0.77% | +814+2.0% | 加碼 |
| Thompson Investment Management, Inc. | 42,275 | $1,384 萬 | 1.59% | −42−0.1% | 減碼 |
| Sone Capital Management, LLC | 42,160 | $1,380 萬 | 1.05% | +18,471+78.0% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 42,093 | $1,378 萬 | 0.82% | +1,590+3.9% | 加碼 |
| Systematic Alpha Investments, LLC | 42,064 | $1,377 萬 | 0.37% | +5,260+14.3% | 加碼 |
| Townsend Asset Management Corp | 42,014 | $1,375 萬 | 4.41% | −268−0.6% | 減碼 |
| Family Capital Trust Co | 42,002 | $1,375 萬 | 4.47% | −2,120−4.8% | 減碼 |
| Manitou Investment Management Ltd. | 41,996 | $1,375 萬 | 2.56% | −2,678−6.0% | 減碼 |
| WESPAC Advisors SoCal, LLC | 41,979 | $1,374 萬 | 2.46% | +1,282+3.2% | 加碼 |
| Parthenon LLC | 41,853 | $1,370 萬 | 1.42% | −85−0.2% | 減碼 |
| Matthew 25 Management Corp | 41,750 | $1,367 萬 | 3.96% | −4,250−9.2% | 減碼 |
| Inspire Trust Co, N.A. | 41,538 | $1,360 萬 | 1.87% | −70−0.2% | 減碼 |
| Nelson Capital Management, LLC | 41,528 | $1,359 萬 | 1.49% | −1,046−2.5% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 41,459 | $1,357 萬 | 2.92% | +404+1.0% | 加碼 |
| Optiver Holding B.V. | 41,436 | $1,356 萬 | 0.19% | −2,502−5.7% | 減碼 |
| Beverly Hills Private Wealth, LLC | 41,307 | $1,352 萬 | 2.60% | −5,126−11.0% | 減碼 |
| Coerente Capital Management | 41,273 | $1,351 萬 | 2.49% | −525−1.3% | 減碼 |
| Avidian Wealth Solutions, LLC | 41,212 | $1,349 萬 | 0.37% | +754+1.9% | 加碼 |
| Liontrust Investment Partners LLP | 41,143 | $1,347 萬 | 0.20% | +41,143 | 新進 |
| First Nebraska Trust Co | 41,129 | $1,346 萬 | 1.09% | +88+0.2% | 加碼 |
| Algert Global LLC | 41,050 | $1,344 萬 | 0.16% | −863−2.1% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 41,010 | $1,342 萬 | 2.69% | −208−0.5% | 減碼 |
| Laurel Oak Wealth Management, LLC | 41,003 | $1,342 萬 | 1.96% | +1,831+4.7% | 加碼 |
| RBF Capital, LLC | 41,000 | $1,342 萬 | 0.56% | 00.0% | 不變 |
| Trueblood Wealth Management, LLC | 40,888 | $1,338 萬 | 4.67% | −244−0.6% | 減碼 |
| Elk River Wealth Management, LLC | 40,712 | $1,333 萬 | 2.12% | −3,909−8.8% | 減碼 |
| Westover Capital Advisors, LLC | 40,663 | $1,331 萬 | 2.21% | −1,659−3.9% | 減碼 |
| Lathrop Investment Management Corp | 40,610 | $1,329 萬 | 2.35% | −642−1.6% | 減碼 |
| GW Henssler & Associates Ltd | 40,610 | $1,329 萬 | 0.59% | −35−0.1% | 減碼 |
| Ronald Blue Trust, Inc. | 40,592 | $1,329 萬 | 0.14% | −957−2.3% | 減碼 |
| Vancity Investment Management Ltd | 40,566 | $1,328 萬 | 1.99% | +5,832+16.8% | 加碼 |
| Arista Wealth Management, LLC | 40,475 | $1,325 萬 | 1.43% | +50+0.1% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 40,440 | $1,324 萬 | 0.53% | −2,020−4.8% | 減碼 |
| Unison Asset Management LLC | 40,419 | $1,323 萬 | 5.37% | −2,997−6.9% | 減碼 |
| Claro Advisors LLC | 40,391 | $1,322 萬 | 1.39% | −72−0.2% | 減碼 |
| Citizens National Bank Trust Department | 40,309 | $1,319 萬 | 1.94% | −165−0.4% | 減碼 |
| Papp L Roy & Associates | 40,201 | $1,316 萬 | 1.38% | +9,402+30.5% | 加碼 |
| Parkside Financial Bank & Trust | 40,137 | $1,314 萬 | 0.90% | +407+1.0% | 加碼 |
| Hilton Capital Management, LLC | 39,907 | $1,306 萬 | 0.89% | +3,552+9.8% | 加碼 |
| Ballast Advisors LLC | 39,889 | $1,306 萬 | 3.11% | −1,078−2.6% | 減碼 |
| Redmond Asset Management, LLC | 39,877 | $1,305 萬 | 3.26% | −1,189−2.9% | 減碼 |
| Bellars Harris Wealth Management, LLC | 39,817 | $1,303 萬 | 2.65% | +39,817 | 新進 |
| Accurate Wealth Management, LLC | 38,726 | $1,303 萬 | 1.24% | +1,958+5.3% | 加碼 |
| Chronos Wealth Management, LLC | 39,794 | $1,303 萬 | 5.78% | −416−1.0% | 減碼 |
| Kinneret Advisory, LLC | 39,744 | $1,301 萬 | 1.05% | 00.0% | 不變 |
| Alpine Woods Capital Investors, LLC | 39,661 | $1,298 萬 | 2.93% | +2,296+6.1% | 加碼 |
| Icon Wealth Advisors, LLC | 39,608 | $1,296 萬 | 0.78% | +5,184+15.1% | 加碼 |
| XML Financial, LLC | 39,600 | $1,296 萬 | 0.94% | −71−0.2% | 減碼 |
| Nilsine Partners, LLC | 39,511 | $1,293 萬 | 0.90% | +581+1.5% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 39,408 | $1,290 萬 | 2.65% | +620+1.6% | 加碼 |
| American Money Management, LLC | 39,379 | $1,289 萬 | 1.84% | −978−2.4% | 減碼 |
| Broadleaf Partners, LLC | 39,360 | $1,288 萬 | 2.49% | +904+2.4% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 39,329 | $1,287 萬 | 6.14% | +118+0.3% | 加碼 |
| Altrafin AG | 39,326 | $1,287 萬 | 5.04% | +140+0.4% | 加碼 |
| Wetzel Investment Advisors, Inc. | 39,301 | $1,286 萬 | 4.46% | −423−1.1% | 減碼 |
| Catalytic Wealth RIA, LLC | 39,243 | $1,285 萬 | 0.74% | −12,497−24.2% | 減碼 |
| Sargent Investment Group, LLC | 39,208 | $1,283 萬 | 1.54% | +444+1.1% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 39,170 | $1,282 萬 | 1.24% | −1,250−3.1% | 減碼 |
| Stablepoint Partners, LLC | 39,169 | $1,282 萬 | 1.77% | +25+0.1% | 加碼 |
| Walter & Keenan Financial Consulting Co | 39,146 | $1,281 萬 | 3.17% | +302+0.8% | 加碼 |
| NBC Securities, Inc. | 39,115 | $1,280 萬 | 0.87% | −440−1.1% | 減碼 |
| Chilton Investment Co LLC | 39,093 | $1,280 萬 | 0.31% | −161−0.4% | 減碼 |
| Mechanics Bank Trust Department | 39,083 | $1,279 萬 | 1.58% | −308−0.8% | 減碼 |
| Mather Group, LLC. | 39,077 | $1,279 萬 | 0.11% | +17,299+79.4% | 加碼 |
| Inlet Private Wealth, LLC | 38,940 | $1,275 萬 | 3.10% | −4,500−10.4% | 減碼 |
| First Western Trust Bank | 38,920 | $1,274 萬 | 0.62% | −2,031−5.0% | 減碼 |
| International Assets Investment Management, LLC | 1,667,427 | $1,271 萬 | 0.76% | +405,547+32.1% | 加碼 |
| Apella Capital, LLC | 37,413 | $1,269 萬 | 0.18% | −357−0.9% | 減碼 |