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 |
|---|---|---|---|---|---|
| Jericho Financial, LLP | 29,658 | $970.8 萬 | 5.03% | +3,863+15.0% | 加碼 |
| GeoWealth Management, LLC | 29,636 | $970.1 萬 | 0.31% | −2,683−8.3% | 減碼 |
| Private Wealth Asset Management, LLC | 29,626 | $969.7 萬 | 0.93% | +1,511+5.4% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 29,625 | $969.7 萬 | 1.15% | +1,625+5.8% | 加碼 |
| RPg Family Wealth Advisory, LLC | 29,603 | $969.0 萬 | 1.62% | +472+1.6% | 加碼 |
| Temasek Holdings (Private) Ltd | 29,588 | $968.5 萬 | 0.03% | +29,588 | 新進 |
| Baader Bank INC | 29,584 | $968.4 萬 | 0.79% | −1,063−3.5% | 減碼 |
| Amarillo National Bank | 29,568 | $967.8 萬 | 1.55% | 00.0% | 不變 |
| Beutel, Goodman & Co Ltd. | 29,568 | $967.8 萬 | 0.07% | −1,832−5.8% | 減碼 |
| Ausdal Financial Partners, Inc. | 29,524 | $966.4 萬 | 0.38% | +396+1.4% | 加碼 |
| Meiji Yasuda Life Insurance Co | 29,517 | $966.2 萬 | 0.32% | −881−2.9% | 減碼 |
| Greystone Financial Group, LLC | 29,508 | $965.9 萬 | 2.70% | −1,094−3.6% | 減碼 |
| Bank of Hawaii | 29,487 | $965.2 萬 | 0.48% | −31−0.1% | 減碼 |
| Argyle Capital Management Inc. | 29,477 | $964.9 萬 | 2.78% | +48+0.2% | 加碼 |
| Advisortrust Partners, LLC | 29,465 | $964.5 萬 | 3.30% | +1,361+4.8% | 加碼 |
| CX Institutional | 29,458 | $964.2 萬 | 0.28% | −9,255−23.9% | 減碼 |
| Hoey Investments, Inc | 29,421 | $963.0 萬 | 1.27% | −276−0.9% | 減碼 |
| Heritage Wealth Management, Inc. | 29,383 | $961.8 萬 | 2.40% | −302−1.0% | 減碼 |
| Concorde Financial Corp | 29,367 | $961.3 萬 | 7.74% | −79−0.3% | 減碼 |
| Patient Capital Management, LLC | 29,360 | $961.0 萬 | 0.32% | −20.0% | 減碼 |
| Baugh & Associates, LLC | 29,322 | $959.8 萬 | 4.25% | −2,010−6.4% | 減碼 |
| WealthPlan Investment Management, LLC | 29,282 | $958.5 萬 | 0.48% | −885−2.9% | 減碼 |
| E&G Advisors, LP | 29,344 | $958.3 萬 | 1.85% | −57−0.2% | 減碼 |
| Lake Street Financial LLC | 29,272 | $958.2 萬 | 1.10% | −1,189−3.9% | 減碼 |
| MV Capital Management, Inc. | 29,272 | $958.2 萬 | 0.85% | +360+1.2% | 加碼 |
| AdvisorNet Financial, Inc | 29,260 | $957.8 萬 | 0.44% | −5,438−15.7% | 減碼 |
| Premier Path Wealth Partners, LLC | 29,243 | $957.2 萬 | 1.10% | +1,365+4.9% | 加碼 |
| Washington Trust Advisors, Inc. | 29,204 | $955.9 萬 | 0.71% | −788−2.6% | 減碼 |
| Herold Advisors, Inc. | 29,211 | $955.9 萬 | 1.89% | +309+1.1% | 加碼 |
| RB Capital Management, LLC | 29,173 | $954.9 萬 | 1.87% | −86−0.3% | 減碼 |
| Westco Advisory Services Inc | 29,166 | $954.7 萬 | 5.76% | −1,212−4.0% | 減碼 |
| High Note Wealth, LLC | 29,150 | $954.2 萬 | 1.63% | +296+1.0% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 29,085 | $952.0 萬 | 2.84% | +486+1.7% | 加碼 |
| Ironwood Investment Counsel, LLC | 29,069 | $951.5 萬 | 1.25% | +381+1.3% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 29,054 | $951.0 萬 | 1.34% | +71+0.2% | 加碼 |
| KTF Investments, LLC | 29,053 | $951.0 萬 | 0.96% | +2,385+8.9% | 加碼 |
| Dynasty Wealth Management, LLC | 29,047 | $950.8 萬 | 0.07% | −644−2.2% | 減碼 |
| Evergreen Wealth Solutions, LLC | 26,149 | $949.5 萬 | 0.50% | +6,805+35.2% | 加碼 |
| Hall Capital Management Co Inc | 29,004 | $949.4 萬 | 2.96% | −398−1.4% | 減碼 |
| Shelter Mutual Insurance Co | 29,000 | $949.3 萬 | 2.01% | 00.0% | 不變 |
| Schmidt P J Investment Management Inc | 28,976 | $948.5 萬 | 1.47% | −29−0.1% | 減碼 |
| IFC Advisors LLC | 28,966 | $948.2 萬 | 1.20% | −30.0% | 減碼 |
| Coastline Trust Co | 28,950 | $947.6 萬 | 0.84% | +47+0.2% | 加碼 |
| Spirepoint Private Client, LLC | 28,920 | $946.6 萬 | 0.77% | −273−0.9% | 減碼 |
| KG&L Capital Management,LLC | 28,885 | $945.5 萬 | 5.63% | −1,067−3.6% | 減碼 |
| Cottage Street Advisors LLC | 28,709 | $942.9 萬 | 3.65% | −1,282−4.3% | 減碼 |
| MTM Investment Management, LLC | 28,774 | $941.8 萬 | 2.69% | +86+0.3% | 加碼 |
| DRW Securities, LLC | 28,756 | $941.3 萬 | 0.56% | +657+2.3% | 加碼 |
| Hoertkorn Richard Charles | 28,721 | $940.1 萬 | 6.30% | −110−0.4% | 減碼 |
| Proficio Capital Partners LLC | 28,707 | $939.7 萬 | 0.34% | +24,373+562.4% | 加碼 |
| White Pine Investment CO | 28,657 | $938.0 萬 | 2.00% | −257−0.9% | 減碼 |
| Hartford Financial Management Inc. | 28,642 | $937.6 萬 | 2.09% | −509−1.7% | 減碼 |
| Zevenbergen Capital Investments LLC | 28,623 | $936.9 萬 | 0.21% | −370−1.3% | 減碼 |
| McDonald Partners LLC | 28,608 | $936.4 萬 | 2.27% | −13,009−31.3% | 減碼 |
| Guardian Wealth Advisors, LLC | 28,569 | $935.1 萬 | 0.53% | −23−0.1% | 減碼 |
| Smithfield Trust Co | 28,479 | $932.4 萬 | 0.37% | −74−0.3% | 減碼 |
| Parisi Gray Wealth Management | 28,459 | $931.5 萬 | 1.91% | −321−1.1% | 減碼 |
| Marietta Investment Partners LLC | 28,436 | $930.8 萬 | 1.60% | +85+0.3% | 加碼 |
| Trifecta Capital Advisors, LLC | 28,433 | $930.7 萬 | 1.20% | +110+0.4% | 加碼 |
| Compton Wealth Advisory Group, LLC | 27,851 | $930.4 萬 | 1.88% | −49−0.2% | 減碼 |
| Marino, Stram & Associates LLC | 28,402 | $929.7 萬 | 1.48% | −148−0.5% | 減碼 |
| Ami Investment Management Inc | 28,379 | $928.9 萬 | 1.97% | −1,098−3.7% | 減碼 |
| Change Path, LLC | 28,378 | $928.9 萬 | 0.20% | −2,817−9.0% | 減碼 |
| Norden Group LLC | 28,371 | $928.7 萬 | 0.76% | +4,803+20.4% | 加碼 |
| United Bank | 28,348 | $927.9 萬 | 2.82% | −226−0.8% | 減碼 |
| Brooks, Moore & Associates, Inc. | 28,264 | $925.2 萬 | 4.15% | +1,400+5.2% | 加碼 |
| Brentview Investment Management LLC | 28,187 | $922.7 萬 | 3.65% | +857+3.1% | 加碼 |
| K.J. Harrison & Partners Inc | 28,155 | $921.6 萬 | 1.31% | −691−2.4% | 減碼 |
| Lauterbach Financial Advisors, LLC | 28,147 | $921.3 萬 | 3.96% | +130.0% | 加碼 |
| Texas Bank & Trust Co | 28,131 | $920.8 萬 | 3.02% | +50.0% | 加碼 |
| Lee Danner & Bass Inc | 28,116 | $920.3 萬 | 0.53% | −110.0% | 減碼 |
| MCF Advisors LLC | 28,017 | $917.1 萬 | 0.33% | +1,226+4.6% | 加碼 |
| Holderness Investments Co | 28,006 | $916.7 萬 | 1.53% | +657+2.4% | 加碼 |
| Pathway Financial Advisers, LLC | 27,930 | $914.2 萬 | 2.30% | −70.0% | 減碼 |
| Codex Capital Asset Management L.L.C. | 28,050 | $914.0 萬 | 3.16% | −9,700−25.7% | 減碼 |
| Drucker Wealth 3.0, LLC | 27,905 | $913.4 萬 | 1.44% | +22+0.1% | 加碼 |
| Everhart Financial Group, Inc. | 27,883 | $912.7 萬 | 0.58% | +909+3.4% | 加碼 |
| Nwam LLC | 27,880 | $912.6 萬 | 0.46% | +6,657+31.4% | 加碼 |
| Profund Advisors LLC | 27,853 | $911.7 萬 | 0.25% | −912−3.2% | 減碼 |
| Qtron Investments LLC | 27,841 | $911.3 萬 | 1.22% | −3,934−12.4% | 減碼 |
| Zhang Financial LLC | 27,780 | $909.3 萬 | 0.27% | +597+2.2% | 加碼 |
| Red Cedar Investment Management, LLC | 27,711 | $907.1 萬 | 0.86% | 00.0% | 不變 |
| BBR Partners, LLC | 27,621 | $904.1 萬 | 0.42% | −707−2.5% | 減碼 |
| Brandywine Oak Private Wealth LLC | 27,611 | $903.8 萬 | 0.69% | +2,430+9.7% | 加碼 |
| Brevan Howard Capital Management LP | 27,599 | $903.4 萬 | 0.13% | −11,717−29.8% | 減碼 |
| Indivisible Partners | 27,539 | $901.4 萬 | 0.51% | +6,233+29.3% | 加碼 |
| CMH Wealth Management LLC | 27,516 | $900.7 萬 | 1.37% | +580+2.2% | 加碼 |
| Act Two Investors LLC | 27,491 | $899.9 萬 | 1.82% | 00.0% | 不變 |
| Consolidated Investment Group LLC | 27,457 | $898.8 萬 | 0.78% | 00.0% | 不變 |
| Modus Advisors, LLC | 27,432 | $897.9 萬 | 2.22% | +185+0.7% | 加碼 |
| Lincoln Capital LLC | 27,365 | $895.8 萬 | 1.59% | −722−2.6% | 減碼 |
| Essex Savings Bank | 27,346 | $895.1 萬 | 1.94% | −138−0.5% | 減碼 |
| Sycomore Asset Management | 29,164 | $894.6 萬 | 0.96% | 00.0% | 不變 |
| Union Heritage Capital, LLC | 27,305 | $893.8 萬 | 3.03% | 00.0% | 不變 |
| Connecticut Wealth Management, LLC | 27,246 | $891.8 萬 | 0.33% | −38−0.1% | 減碼 |
| Myriad Asset Management Advisors LLC | 27,212 | $890.7 萬 | 2.10% | +8,089+42.3% | 加碼 |
| Simon Quick Advisors, LLC | 27,175 | $889.5 萬 | 0.36% | −556−2.0% | 減碼 |
| Stone Point Wealth LLC | 27,174 | $889.5 萬 | 2.26% | −1,068−3.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 27,168 | $889.3 萬 | 0.24% | −1,265−4.4% | 減碼 |
| Concord Asset Management, LLC | 27,164 | $889.2 萬 | 1.38% | −478−1.7% | 減碼 |