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 |
|---|---|---|---|---|---|
| Contravisory Investment Management, Inc. | 38,707 | $1,267 萬 | 2.24% | −228−0.6% | 減碼 |
| Wealth Enhancement Trust Services, Inc. | 38,645 | $1,265 萬 | 1.41% | −3,344−8.0% | 減碼 |
| Howland Capital Management LLC | 38,632 | $1,265 萬 | 0.46% | −640−1.6% | 減碼 |
| StoneX Group Inc. | 38,617 | $1,264 萬 | 0.51% | +1,747+4.7% | 加碼 |
| AlphaStar Capital Management, LLC | 38,556 | $1,262 萬 | 0.80% | +4,277+12.5% | 加碼 |
| Anchor Investment Management, LLC | 38,543 | $1,262 萬 | 0.95% | −2,164−5.3% | 減碼 |
| Fusion Capital, LLC | 38,487 | $1,260 萬 | 2.93% | +498+1.3% | 加碼 |
| Shelton Capital Management | 38,456 | $1,259 萬 | 0.23% | −4,731−11.0% | 減碼 |
| Fulcrum Capital LLC | 38,230 | $1,251 萬 | 2.54% | −1,828−4.6% | 減碼 |
| Tema ETFs LLC | 38,205 | $1,251 萬 | 0.40% | +2,001+5.5% | 加碼 |
| Asset Planning Services Inc | 38,172 | $1,250 萬 | 5.30% | −1,660−4.2% | 減碼 |
| Strategic Advisors LLC | 38,119 | $1,248 萬 | 2.73% | −295−0.8% | 減碼 |
| Angeles Wealth Management, LLC | 38,089 | $1,247 萬 | 0.57% | +2,371+6.6% | 加碼 |
| Constitution Capital LLC | 38,086 | $1,247 萬 | 6.40% | −2,320−5.7% | 減碼 |
| Stonebridge Financial Group, LLC | 38,079 | $1,246 萬 | 0.95% | +1,753+4.8% | 加碼 |
| Bangor Savings Bank | 38,072 | $1,246 萬 | 0.92% | −801−2.1% | 減碼 |
| GAM Holding AG | 38,045 | $1,245 萬 | 0.95% | −2,622−6.4% | 減碼 |
| Van Strum & Towne Inc. | 38,042 | $1,245 萬 | 3.39% | +265+0.7% | 加碼 |
| Beacon Financial Group | 38,027 | $1,245 萬 | 1.13% | −221−0.6% | 減碼 |
| SageView Advisory Group, LLC | 37,999 | $1,244 萬 | 0.41% | −402−1.0% | 減碼 |
| Cumberland Partners Ltd | 37,954 | $1,242 萬 | 0.80% | −40.0% | 減碼 |
| HighPoint Advisor Group LLC | 37,735 | $1,235 萬 | 0.44% | +1,212+3.3% | 加碼 |
| Financial Strategies Group, Inc. | 35,740 | $1,234 萬 | 1.97% | +440+1.2% | 加碼 |
| New Hampshire Trust | 37,604 | $1,231 萬 | 2.32% | +5,221+16.1% | 加碼 |
| Plan Group Financial, LLC | 37,583 | $1,230 萬 | 2.55% | −1,719−4.4% | 減碼 |
| Lighthouse Investment Partners, LLC | 37,541 | $1,229 萬 | 0.38% | −21,861−36.8% | 減碼 |
| Bogart Wealth, LLC | 37,403 | $1,224 萬 | 0.42% | +1,102+3.0% | 加碼 |
| Harvey Capital Management Inc | 37,387 | $1,224 萬 | 2.52% | −190−0.5% | 減碼 |
| BigSur Wealth Management LLC | 37,290 | $1,221 萬 | 2.94% | +7,103+23.5% | 加碼 |
| Xcel Wealth Management, LLC | 37,089 | $1,214 萬 | 2.90% | −1,412−3.7% | 減碼 |
| Compass Wealth Management LLC | 37,070 | $1,213 萬 | 2.30% | +82+0.2% | 加碼 |
| FFG Partners, LLC | 37,046 | $1,213 萬 | 3.49% | −2,283−5.8% | 減碼 |
| Moore Capital Management, LP | 37,008 | $1,211 萬 | 0.28% | +37,008 | 新進 |
| Chemistry Wealth Management LLC | 36,914 | $1,208 萬 | 1.94% | −320−0.9% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 36,817 | $1,205 萬 | 1.58% | −367−1.0% | 減碼 |
| Argent Advisors, Inc. | 36,746 | $1,203 萬 | 3.01% | +8,966+32.3% | 加碼 |
| Concord Investment Counsel Inc. | 36,656 | $1,200 萬 | 3.28% | −170.0% | 減碼 |
| Private Trust Co NA | 36,638 | $1,199 萬 | 0.96% | −410−1.1% | 減碼 |
| Valmark Advisers, Inc. | 36,457 | $1,193 萬 | 0.13% | −181−0.5% | 減碼 |
| Rehmann Capital Advisory Group | 36,423 | $1,192 萬 | 0.55% | +2,256+6.6% | 加碼 |
| DT Investment Partners, LLC | 36,349 | $1,190 萬 | 0.89% | 00.0% | 不變 |
| L & S Advisors Inc | 36,341 | $1,190 萬 | 1.23% | +26,158+256.9% | 加碼 |
| Boyd Watterson Asset Management LLC | 36,309 | $1,189 萬 | 3.20% | −705−1.9% | 減碼 |
| Northside Capital Management, LLC | 36,212 | $1,185 萬 | 0.97% | −4,937−12.0% | 減碼 |
| Cordatus Wealth Management LLC | 36,163 | $1,184 萬 | 2.60% | −228−0.6% | 減碼 |
| First Business Financial Services, Inc. | 36,121 | $1,182 萬 | 0.92% | +781+2.2% | 加碼 |
| RFG Advisory, LLC | 36,121 | $1,182 萬 | 0.18% | +3,054+9.2% | 加碼 |
| Soltis Investment Advisors LLC | 36,052 | $1,180 萬 | 0.68% | +3,432+10.5% | 加碼 |
| CVFG LLC | 36,001 | $1,178 萬 | 1.24% | +90.0% | 加碼 |
| HORAN Wealth, LLC | 35,981 | $1,178 萬 | 1.47% | +529+1.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 35,950 | $1,177 萬 | 0.40% | −14,462−28.7% | 減碼 |
| BCS Private Wealth Management, Inc. | 35,945 | $1,177 萬 | 3.54% | −3,092−7.9% | 減碼 |
| Trustmark National Bank Trust Department | 35,922 | $1,176 萬 | 0.70% | +70.0% | 加碼 |
| Resonant Capital Advisors, LLC | 35,882 | $1,175 萬 | 0.56% | −75−0.2% | 減碼 |
| Tudor Investment Corp Et Al | 35,855 | $1,174 萬 | 0.05% | −452,449−92.7% | 減碼 |
| Aaron Wealth Advisors | 35,779 | $1,171 萬 | 0.59% | +838+2.4% | 加碼 |
| Tradewinds, LLC. | 35,409 | $1,166 萬 | 3.66% | −46−0.1% | 減碼 |
| Hilltop Holdings Inc. | 35,611 | $1,166 萬 | 0.95% | −211−0.6% | 減碼 |
| Blue Fin Capital, Inc. | 35,577 | $1,165 萬 | 1.68% | +119+0.3% | 加碼 |
| Naviter Wealth, LLC | 35,526 | $1,163 萬 | 1.06% | +8,751+32.7% | 加碼 |
| Old Second National Bank of Aurora | 35,429 | $1,160 萬 | 2.19% | −990−2.7% | 減碼 |
| Frisch Financial Group, Inc. | 35,413 | $1,159 萬 | 1.99% | −1,162−3.2% | 減碼 |
| CFM Wealth Partners LLC | 35,410 | $1,159 萬 | 1.48% | −377−1.1% | 減碼 |
| Gryphon Financial Partners LLC | 35,296 | $1,155 萬 | 1.02% | −1,207−3.3% | 減碼 |
| Werlinich Asset Management, LLC | 35,260 | $1,154 萬 | 4.41% | +25+0.1% | 加碼 |
| Access Investment Management LLC | 35,250 | $1,154 萬 | 2.95% | 00.0% | 不變 |
| Alexander Labrunerie & Co., Inc. | 35,226 | $1,153 萬 | 4.04% | +25+0.1% | 加碼 |
| Forum Financial Management, LP | 35,013 | $1,146 萬 | 0.15% | −6,003−14.6% | 減碼 |
| Legacy Financial Advisors, Inc. | 34,993 | $1,145 萬 | 1.40% | +1,098+3.2% | 加碼 |
| Everpar Advisors LLC | 34,866 | $1,141 萬 | 3.25% | +551+1.6% | 加碼 |
| McGinn Investment Management, Inc. | 34,708 | $1,136 萬 | 6.91% | −570−1.6% | 減碼 |
| Permanens Capital L.P. | 34,689 | $1,135 萬 | 1.17% | +625+1.8% | 加碼 |
| Stamos Capital Partners, L.P. | 34,663 | $1,135 萬 | 1.74% | −1,293−3.6% | 減碼 |
| Augustine Asset Management Inc | 34,648 | $1,134 萬 | 2.30% | −240−0.7% | 減碼 |
| Atlantic Trust, LLC | 34,624 | $1,133 萬 | 1.48% | −5,032−12.7% | 減碼 |
| Occidental Asset Management, LLC | 34,483 | $1,129 萬 | 1.12% | +1,198+3.6% | 加碼 |
| Univest Financial Corp | 34,423 | $1,127 萬 | 0.55% | +277+0.8% | 加碼 |
| Evolve Private Wealth, LLC | 34,350 | $1,124 萬 | 0.69% | −11,892−25.7% | 減碼 |
| Koshinski Asset Management, Inc. | 34,321 | $1,123 萬 | 0.60% | −217−0.6% | 減碼 |
| Chicago Trust Co NA | 34,261 | $1,121 萬 | 1.62% | +340+1.0% | 加碼 |
| Capital Investment Counsel, LLC | 34,260 | $1,121 萬 | 1.39% | +268+0.8% | 加碼 |
| Integrity Alliance, LLC. | 34,253 | $1,121 萬 | 0.35% | +844+2.5% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34,247 | $1,121 萬 | 0.29% | −334−1.0% | 減碼 |
| Hodges Capital Management Inc. | 34,179 | $1,119 萬 | 0.74% | −40−0.1% | 減碼 |
| Pegasus Asset Management, Inc. | 34,142 | $1,118 萬 | 3.18% | +144+0.4% | 加碼 |
| Granite Bay Wealth Management, LLC | 34,101 | $1,116 萬 | 1.03% | +5,365+18.7% | 加碼 |
| Johnson Financial Group, Inc. | 34,083 | $1,116 萬 | 0.37% | −1,447−4.1% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 34,051 | $1,115 萬 | 1.29% | +4,694+16.0% | 加碼 |
| Wealth Advisory Solutions, LLC | 34,035 | $1,114 萬 | 2.29% | −330−1.0% | 減碼 |
| Argentarii, LLC | 30,768 | $1,114 萬 | 3.36% | −406−1.3% | 減碼 |
| Arete Wealth Advisors, LLC | 34,011 | $1,113 萬 | 0.74% | +3,129+10.1% | 加碼 |
| West Branch Capital LLC | 33,949 | $1,111 萬 | 2.58% | −88−0.3% | 減碼 |
| D L Carlson Investment Group Inc | 33,895 | $1,109 萬 | 1.77% | −1,901−5.3% | 減碼 |
| Allen Capital Group, LLC | 33,826 | $1,107 萬 | 0.91% | −14,008−29.3% | 減碼 |
| Indiana Trust & Investment Management CO | 33,768 | $1,105 萬 | 3.02% | +681+2.1% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 33,759 | $1,105 萬 | 0.45% | +183+0.5% | 加碼 |
| Excalibur Management Corp | 33,718 | $1,104 萬 | 3.64% | −254−0.7% | 減碼 |
| Intact Investment Management Inc. | 33,700 | $1,103 萬 | 0.31% | −11,000−24.6% | 減碼 |
| BOCHK Asset Management Ltd | 33,700 | $1,103 萬 | 1.74% | +16,600+97.1% | 加碼 |
| Bill Few Associates, Inc. | 33,603 | $1,100 萬 | 2.35% | −615−1.8% | 減碼 |