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 |
|---|---|---|---|---|---|
| Nikulski Financial, Inc. | 33,597 | $1,100 萬 | 2.37% | +135+0.4% | 加碼 |
| Focus Financial Network, Inc. | 33,578 | $1,099 萬 | 0.34% | +1,841+5.8% | 加碼 |
| Clarity Wealth Advisors, LLC | 33,494 | $1,096 萬 | 1.93% | −153−0.5% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 33,415 | $1,094 萬 | 1.63% | +8,387+33.5% | 加碼 |
| MSH Capital Advisors LLC | 33,369 | $1,092 萬 | 1.90% | +4,893+17.2% | 加碼 |
| Udine Wealth Management, Inc. | 33,307 | $1,090 萬 | 4.54% | +484+1.5% | 加碼 |
| Violich Capital Management, Inc. | 33,302 | $1,090 萬 | 1.19% | +5,120+18.2% | 加碼 |
| Rockline Wealth Management, LLC | 33,212 | $1,087 萬 | 2.08% | −1,143−3.3% | 減碼 |
| Avestar Capital, LLC | 33,125 | $1,084 萬 | 0.64% | −201−0.6% | 減碼 |
| Paradigm Financial Partners, LLC | 33,061 | $1,082 萬 | 0.98% | +5,021+17.9% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $1,080 萬 | 3.00% | 00.0% | 不變 |
| Founders Capital Management | 32,950 | $1,079 萬 | 4.67% | +120+0.4% | 加碼 |
| Somerset Trust Co | 32,949 | $1,079 萬 | 3.05% | +43+0.1% | 加碼 |
| Charles Schwab Trust Co | 32,921 | $1,078 萬 | 0.60% | +2,689+8.9% | 加碼 |
| Aquatic Capital Management LLC | 32,830 | $1,075 萬 | 0.37% | +2,269+7.4% | 加碼 |
| 1248 Management, LLC | 32,729 | $1,071 萬 | 4.19% | 00.0% | 不變 |
| Core Alternative Capital | 32,712 | $1,071 萬 | 3.20% | −3,001−8.4% | 減碼 |
| Cooper Capital Advisors LLC | 32,690 | $1,070 萬 | 4.64% | +1,596+5.1% | 加碼 |
| Guyasuta Investment Advisors Inc | 32,545 | $1,065 萬 | 0.55% | +59+0.2% | 加碼 |
| Sentinus, LLC | 32,442 | $1,062 萬 | 0.85% | +1,744+5.7% | 加碼 |
| CoreCap Advisors, LLC | 32,313 | $1,058 萬 | 0.31% | +1,389+4.5% | 加碼 |
| Great Lakes Retirement, Inc. | 32,198 | $1,054 萬 | 0.94% | +1,313+4.3% | 加碼 |
| Boston Research & Management Inc | 32,195 | $1,054 萬 | 2.33% | −169−0.5% | 減碼 |
| SeaBridge Investment Advisors LLC | 32,167 | $1,053 萬 | 1.52% | +92+0.3% | 加碼 |
| Cove Private Wealth, LLC | 32,121 | $1,051 萬 | 2.03% | +868+2.8% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 32,120 | $1,051 萬 | 3.18% | −228−0.7% | 減碼 |
| Philadelphia Trust Co | 32,064 | $1,050 萬 | 0.67% | −1,135−3.4% | 減碼 |
| Chapin Davis, Inc. | 31,933 | $1,045 萬 | 1.84% | +512+1.6% | 加碼 |
| Little House Capital LLC | 31,858 | $1,043 萬 | 2.34% | +462+1.5% | 加碼 |
| McBroom & Associates, LLC | 31,851 | $1,043 萬 | 5.24% | +133+0.4% | 加碼 |
| Greenwood Capital Associates LLC | 31,815 | $1,041 萬 | 1.02% | −1,394−4.2% | 減碼 |
| Columbia Asset Management | 31,797 | $1,041 萬 | 1.81% | −1,286−3.9% | 減碼 |
| Oxford Financial Group Ltd | 31,778 | $1,040 萬 | 0.53% | −13,037−29.1% | 減碼 |
| Capital Asset Advisory Services LLC | 31,760 | $1,040 萬 | 0.38% | +1,424+4.7% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 31,761 | $1,039 萬 | 1.07% | −34,019−51.7% | 減碼 |
| Jacobs Levy Equity Management, Inc | 31,735 | $1,039 萬 | 0.04% | −1,978−5.9% | 減碼 |
| Mattern Capital Management, LLC | 31,711 | $1,038 萬 | 1.21% | +26,516+510.4% | 加碼 |
| Addison Capital Co | 31,707 | $1,038 萬 | 1.70% | +774+2.5% | 加碼 |
| Bedel Financial Consulting, Inc. | 31,680 | $1,037 萬 | 0.99% | +180+0.6% | 加碼 |
| Mirova US LLC | 31,658 | $1,036 萬 | 0.11% | +31,658 | 新進 |
| Brown Shipley& Co Ltd | 31,601 | $1,034 萬 | 5.36% | +524+1.7% | 加碼 |
| JT Stratford LLC | 31,571 | $1,033 萬 | 1.13% | +1,008+3.3% | 加碼 |
| Kestra Investment Management, LLC | 31,368 | $1,027 萬 | 0.20% | +8,072+34.6% | 加碼 |
| LVW Advisors, LLC | 31,362 | $1,027 萬 | 0.89% | −15,490−33.1% | 減碼 |
| Summerhill Capital Management lnc. | 31,239 | $1,023 萬 | 8.16% | −735−2.3% | 減碼 |
| Evexia Wealth LLC | 28,967 | $1,021 萬 | 2.76% | +42+0.1% | 加碼 |
| PFG Advisors | 31,203 | $1,021 萬 | 0.51% | −5,592−15.2% | 減碼 |
| Advocate Group LLC | 31,195 | $1,021 萬 | 1.54% | −2,149−6.4% | 減碼 |
| Founders Financial Alliance, LLC | 31,144 | $1,019 萬 | 1.35% | +281+0.9% | 加碼 |
| HCR Wealth Advisors | 31,113 | $1,018 萬 | 0.91% | +133+0.4% | 加碼 |
| Leuthold Group, LLC | 31,099 | $1,018 萬 | 1.02% | −1,626−5.0% | 減碼 |
| Berkshire Bank | 31,087 | $1,018 萬 | 1.94% | −1,114−3.5% | 減碼 |
| DCM Advisors, LLC | 31,070 | $1,017 萬 | 4.02% | +1,125+3.8% | 加碼 |
| Ninety One North America, Inc. | 31,011 | $1,015 萬 | 0.48% | 00.0% | 不變 |
| Concord Wealth Partners | 30,997 | $1,015 萬 | 1.16% | +224+0.7% | 加碼 |
| Kovitz Investment Group Partners, LLC | 30,991 | $1,014 萬 | 0.22% | −55,099−64.0% | 減碼 |
| Ironvine Capital Partners, LLC | 30,971 | $1,014 萬 | 0.94% | 00.0% | 不變 |
| Manhattan West Asset Management, LLC | 30,920 | $1,012 萬 | 1.69% | +1,596+5.4% | 加碼 |
| Advanced Asset Management Advisors Inc | 30,913 | $1,012 萬 | 2.66% | −65−0.2% | 減碼 |
| NTV Asset Management LLC | 30,902 | $1,012 萬 | 0.99% | −155−0.5% | 減碼 |
| Grove Bank & Trust | 30,891 | $1,011 萬 | 1.00% | +507+1.7% | 加碼 |
| Palmer Knight Co | 30,797 | $1,008 萬 | 3.88% | +4,181+15.7% | 加碼 |
| Everett Harris & Co | 30,793 | $1,008 萬 | 0.12% | +2,844+10.2% | 加碼 |
| Abbot Financial Management, Inc. | 30,787 | $1,008 萬 | 3.70% | +37+0.1% | 加碼 |
| Field & Main Bank | 30,773 | $1,007 萬 | 2.08% | −150−0.5% | 減碼 |
| Palumbo Wealth Management LLC | 30,682 | $1,004 萬 | 2.13% | −44−0.1% | 減碼 |
| Essex LLC | 30,678 | $1,004 萬 | 1.52% | −2,114−6.4% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 30,629 | $1,003 萬 | 1.23% | −96−0.3% | 減碼 |
| Chemung Canal Trust Co | 30,577 | $1,001 萬 | 1.85% | −119−0.4% | 減碼 |
| Phillips Financial Management, LLC | 30,532 | $999.4 萬 | 0.73% | +192+0.6% | 加碼 |
| Titan Wealth (CI) Ltd | 30,527 | $999.2 萬 | 3.71% | +1,406+4.8% | 加碼 |
| Platform Technology Partners | 30,506 | $998.6 萬 | 1.63% | −785−2.5% | 減碼 |
| Mandatum Life Insurance Co Ltd | 30,502 | $998.4 萬 | 1.85% | 00.0% | 不變 |
| Alpha Omega Wealth Management LLC | 30,491 | $998.1 萬 | 1.52% | −718−2.3% | 減碼 |
| Kera Capital Partners, Inc. | 30,436 | $996.3 萬 | 0.96% | +1,773+6.2% | 加碼 |
| MSA Advisors, LLC | 30,400 | $995.1 萬 | 2.56% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 30,379 | $994.4 萬 | 0.03% | +5,600+22.6% | 加碼 |
| National Philanthropic Trust | 30,367 | $994.0 萬 | 0.14% | +9,033+42.3% | 加碼 |
| Patten Group, Inc. | 30,366 | $994.0 萬 | 1.55% | +24+0.1% | 加碼 |
| DF Dent & Co Inc | 30,347 | $993.3 萬 | 0.19% | +678+2.3% | 加碼 |
| Amica Mutual Insurance Co | 30,347 | $993.3 萬 | 0.83% | −1,361−4.3% | 減碼 |
| Frec Markets, Inc. | 30,327 | $992.7 萬 | 0.89% | +8,023+36.0% | 加碼 |
| American Trust | 30,269 | $990.8 萬 | 0.76% | −2,654−8.1% | 減碼 |
| Sage Mountain Advisors LLC | 30,247 | $990.1 萬 | 0.61% | +522+1.8% | 加碼 |
| William B. Walkup & Associates, Inc. | 30,237 | $989.7 萬 | 4.77% | −344−1.1% | 減碼 |
| Bell Asset Management Ltd | 30,236 | $989.7 萬 | 2.64% | +737+2.5% | 加碼 |
| Gluskin Sheff & Assoc Inc | 30,235 | $989.7 萬 | 1.52% | 00.0% | 不變 |
| Wealth Effects LLC | 30,178 | $987.8 萬 | 2.67% | +478+1.6% | 加碼 |
| Allen Holding Inc | 30,000 | $982.0 萬 | 0.97% | 00.0% | 不變 |
| JBF Capital, Inc. | 30,000 | $982.0 萬 | 1.29% | +25,000+500.0% | 加碼 |
| RDA Financial Network | 29,995 | $981.8 萬 | 2.14% | +200+0.7% | 加碼 |
| Checchi Capital Advisers, LLC | 29,988 | $981.6 萬 | 0.62% | −256−0.8% | 減碼 |
| First Interstate Bank | 29,970 | $981.0 萬 | 0.51% | +446+1.5% | 加碼 |
| E Fund Management Co., Ltd. | 29,956 | $980.5 萬 | 0.22% | +1,973+7.1% | 加碼 |
| R.m.sincerbeaux Capital Management LLC | 29,870 | $977.7 萬 | 5.20% | 00.0% | 不變 |
| Trust Asset Management LLC | 29,854 | $977.2 萬 | 0.61% | −1,352−4.3% | 減碼 |
| Hayek Kallen Investment Management | 29,852 | $977.1 萬 | 2.96% | +291+1.0% | 加碼 |
| Sandhill Capital Partners LLC | 29,817 | $976.0 萬 | 0.79% | −112−0.4% | 減碼 |
| Hixon Zuercher, LLC | 29,750 | $973.8 萬 | 2.86% | −435−1.4% | 減碼 |
| Capital Investment Advisory Services, LLC | 29,679 | $971.5 萬 | 0.60% | +2,280+8.3% | 加碼 |