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 |
|---|---|---|---|---|---|
| Romano Brothers and Company | 27,161 | $889.1 萬 | 0.89% | +27+0.1% | 加碼 |
| Liberty Capital Management, Inc. | 27,048 | $885.4 萬 | 1.52% | +27,048 | 新進 |
| Arjuna Capital | 27,037 | $885.0 萬 | 1.99% | −5,664−17.3% | 減碼 |
| Aspiriant, LLC | 27,003 | $883.9 萬 | 0.22% | +1,579+6.2% | 加碼 |
| SkyOak Wealth, LLC | 26,977 | $883.0 萬 | 1.44% | +267+1.0% | 加碼 |
| Investors Asset Management of Georgia Inc | 26,964 | $882.6 萬 | 3.07% | +124+0.5% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 26,975 | $882.6 萬 | 0.04% | +2,430+9.9% | 加碼 |
| Diversified Enterprises, LLC | 26,872 | $879.6 萬 | 0.43% | −241−0.9% | 減碼 |
| Hengehold Capital Management LLC | 26,844 | $878.7 萬 | 0.68% | −128−0.5% | 減碼 |
| S-Bank Fund Management Ltd | 26,833 | $878.3 萬 | 1.19% | +2,199+8.9% | 加碼 |
| Empire Financial Management Company, LLC | 26,831 | $878.3 萬 | 3.48% | −12,410−31.6% | 減碼 |
| KKM Financial LLC | 26,824 | $878.0 萬 | 1.20% | +2,998+12.6% | 加碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 26,692 | $873.7 萬 | 0.59% | −345−1.3% | 減碼 |
| WealthShield Partners, LLC | 26,655 | $872.5 萬 | 1.33% | −4,723−15.1% | 減碼 |
| Cornerstone Wealth Management, LLC | 26,626 | $871.6 萬 | 0.37% | −799−2.9% | 減碼 |
| Oak Family Advisors, LLC | 26,582 | $870.1 萬 | 2.51% | −563−2.1% | 減碼 |
| Brick & Kyle, Associates | 29,578 | $870.1 萬 | 2.87% | 00.0% | 不變 |
| Hi-Line Capital Management, LLC | 26,580 | $870.0 萬 | 2.45% | −4,061−13.3% | 減碼 |
| Mattern Wealth Management LLC | 26,466 | $866.3 萬 | 1.42% | +354+1.4% | 加碼 |
| Covington Investment Advisors Inc. | 26,442 | $865.5 萬 | 1.12% | −1,706−6.1% | 減碼 |
| Peddock Capital Advisors, LLC | 26,404 | $864.3 萬 | 1.73% | −19−0.1% | 減碼 |
| Sitrin Capital Management LLC | 26,388 | $863.8 萬 | 3.83% | −429−1.6% | 減碼 |
| First PREMIER Bank | 26,358 | $862.7 萬 | 1.39% | −95−0.4% | 減碼 |
| StrongBox Wealth, LLC | 26,280 | $860.2 萬 | 2.45% | +72+0.3% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 26,260 | $859.6 萬 | 0.72% | +2,561+10.8% | 加碼 |
| Kensington Investment Counsel, LLC | 26,248 | $859.2 萬 | 3.73% | −1,345−4.9% | 減碼 |
| BFSG, LLC | 26,235 | $858.8 萬 | 0.76% | −108−0.4% | 減碼 |
| Asset Dedication, LLC | 26,184 | $857.1 萬 | 0.54% | −677−2.5% | 減碼 |
| Consolidated Capital Management, LLC | 26,183 | $857.0 萬 | 2.29% | +351+1.4% | 加碼 |
| Klingman & Associates, LLC | 26,178 | $856.9 萬 | 0.36% | +384+1.5% | 加碼 |
| BNC Wealth Management, LLC | 26,141 | $855.7 萬 | 2.07% | −178−0.7% | 減碼 |
| First Pacific Financial | 26,016 | $851.6 萬 | 1.01% | +1,888+7.8% | 加碼 |
| Investment Research & Advisory Group, Inc. | 25,929 | $851.4 萬 | 2.65% | +55+0.2% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 25,931 | $848.8 萬 | 3.08% | +624+2.5% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 25,922 | $848.5 萬 | 2.25% | +143+0.6% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 25,898 | $847.7 萬 | 0.81% | −181−0.7% | 減碼 |
| Hohimer Wealth Management, LLC | 25,882 | $847.2 萬 | 0.87% | +558+2.2% | 加碼 |
| Sagewood Asset Management LP | 25,880 | $847.1 萬 | 1.92% | +2,284+9.7% | 加碼 |
| Montecito Bank & Trust | 25,861 | $846.5 萬 | 1.27% | +161+0.6% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 25,815 | $845.0 萬 | 0.79% | −473−1.8% | 減碼 |
| Marble Wealth, LLC | 25,738 | $842.5 萬 | 1.29% | +180+0.7% | 加碼 |
| LJI Wealth Management, LLC | 25,675 | $840.4 萬 | 1.18% | +212+0.8% | 加碼 |
| Old Port Advisors | 25,672 | $840.3 萬 | 1.66% | +394+1.6% | 加碼 |
| Uncommon Cents Investing LLC | 25,630 | $838.9 萬 | 1.82% | −50.0% | 減碼 |
| Catalyst Funds Management Pty Ltd | 25,600 | $838.0 萬 | 0.47% | +11,307+79.1% | 加碼 |
| Strategic Blueprint, LLC | 25,519 | $835.3 萬 | 0.42% | +225+0.9% | 加碼 |
| Ethos Financial Group, LLC | 24,341 | $834.1 萬 | 0.56% | −1,008−4.0% | 減碼 |
| Delta Capital Management LLC | 25,455 | $833.2 萬 | 3.84% | +1,020+4.2% | 加碼 |
| Bank of New Hampshire | 25,431 | $832.4 萬 | 1.74% | −512−2.0% | 減碼 |
| Abundance Wealth Counselors | 25,347 | $829.7 萬 | 0.54% | +11,177+78.9% | 加碼 |
| Alta Capital Management LLC | 25,346 | $829.7 萬 | 0.62% | −423−1.6% | 減碼 |
| Northwest Bancshares, Inc. | 25,331 | $829.2 萬 | 1.49% | +369+1.5% | 加碼 |
| Aprio Wealth Management, LLC | 25,329 | $829.1 萬 | 0.41% | −92−0.4% | 減碼 |
| Cigna Investments Inc | 25,303 | $828.2 萬 | 1.08% | −593−2.3% | 減碼 |
| Pacifica Partners Inc. | 24,766 | $828.0 萬 | 2.50% | −295−1.2% | 減碼 |
| Am Investment Strategies LLC | 25,257 | $826.7 萬 | 1.59% | −745−2.9% | 減碼 |
| Arvest Investments, Inc. | 25,203 | $825.0 萬 | 1.00% | +1,450+6.1% | 加碼 |
| Krilogy Financial LLC | 25,202 | $824.9 萬 | 0.24% | +1,455+6.1% | 加碼 |
| Sompo Asset Management Co., Ltd. | 25,141 | $822.9 萬 | 1.35% | −840−3.2% | 減碼 |
| Covenant Asset Management, LLC | 25,140 | $822.9 萬 | 1.46% | −765−3.0% | 減碼 |
| Cambria Investment Management, L.P. | 25,098 | $821.5 萬 | 0.41% | +10,188+68.3% | 加碼 |
| Mirae Asset Securities (USA) Inc. | 25,083 | $821.0 萬 | 0.37% | +25,083 | 新進 |
| Arlington Financial Advisors, LLC | 25,081 | $821.0 萬 | 1.04% | +57+0.2% | 加碼 |
| Rowland & Co Investment Counsel | 25,078 | $820.9 萬 | 1.50% | −729−2.8% | 減碼 |
| Marex Group plc | 25,055 | $820.1 萬 | 0.06% | −322,629−92.8% | 減碼 |
| Mission Creek Capital Partners, Inc. | 46,062 | $818.7 萬 | 1.44% | +3,032+7.0% | 加碼 |
| Eos Management, L.P. | 25,000 | $818.3 萬 | 3.24% | 00.0% | 不變 |
| Atlas Wealth LLC | 24,980 | $817.7 萬 | 1.17% | −227−0.9% | 減碼 |
| Socorro Asset Management LP | 24,930 | $816.0 萬 | 3.66% | −882−3.4% | 減碼 |
| Hennessy Advisors Inc | 24,900 | $815.1 萬 | 0.26% | −400−1.6% | 減碼 |
| Citizens Business Bank | 24,882 | $814.5 萬 | 1.23% | −37−0.1% | 減碼 |
| Wright Investors Service Inc | 24,858 | $813.7 萬 | 2.22% | −363−1.4% | 減碼 |
| Q Capital Solutions | 24,813 | $812.2 萬 | 3.92% | −5,815−19.0% | 減碼 |
| Third View Private Wealth, LLC | 24,775 | $811.0 萬 | 1.00% | +512+2.1% | 加碼 |
| Formidable Asset Management, LLC | 27,555 | $810.6 萬 | 1.29% | +656+2.4% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 24,747 | $810.0 萬 | 1.82% | −19−0.1% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 24,719 | $809.1 萬 | 0.09% | −124,079−83.4% | 減碼 |
| Scott & Selber, Inc. | 24,698 | $808.4 萬 | 1.71% | −70.0% | 減碼 |
| Family Legacy, Inc. | 24,668 | $807.5 萬 | 2.15% | −141−0.6% | 減碼 |
| Dudley Capital Management, LLC | 24,573 | $804.3 萬 | 3.22% | +10.0% | 加碼 |
| Joseph Group Capital Management | 24,543 | $803.4 萬 | 1.69% | +498+2.1% | 加碼 |
| Midwest Professional Planners, LTD. | 24,533 | $803.0 萬 | 1.57% | −1,315−5.1% | 減碼 |
| Benin Management CORP | 24,531 | $803.0 萬 | 1.63% | +205+0.8% | 加碼 |
| Strategic Financial Services, Inc, | 24,505 | $802.1 萬 | 0.35% | −284−1.1% | 減碼 |
| Ables, Iannone, Moore & Associates, Inc. | 24,495 | $801.8 萬 | 4.27% | −308−1.2% | 減碼 |
| Symphony Financial, Ltd. Co. | 24,316 | $800.3 萬 | 0.88% | −1,881−7.2% | 減碼 |
| Stony Point Wealth Management Inc. | 24,432 | $799.7 萬 | 2.83% | −461−1.9% | 減碼 |
| Agp Franklin, LLC | 24,405 | $798.8 萬 | 3.46% | +568+2.4% | 加碼 |
| MONECO Advisors, LLC | 24,394 | $798.5 萬 | 0.49% | +4,219+20.9% | 加碼 |
| Kovack Advisors, Inc. | 24,034 | $797.0 萬 | 0.38% | −1,236−4.9% | 減碼 |
| Edgestream Partners, L.P. | 24,323 | $796.2 萬 | 0.24% | +16,119+196.5% | 加碼 |
| Armis Advisers, LLC | 23,533 | $794.7 萬 | 0.73% | +1,154+5.2% | 加碼 |
| Roberts Wealth Advisors, LLC | 24,239 | $793.4 萬 | 1.80% | −287−1.2% | 減碼 |
| Harbor Advisors LLC | 24,148 | $790.4 萬 | 0.99% | 00.0% | 不變 |
| Boyer & Corporon Wealth Management, LLC | 24,146 | $790.4 萬 | 2.31% | −3,763−13.5% | 減碼 |
| Mechanics Financial Corp | 24,120 | $789.5 萬 | 2.82% | +443+1.9% | 加碼 |
| Cherokee Insurance Co | 24,010 | $785.9 萬 | 3.03% | 00.0% | 不變 |
| Bretton Capital Management, LLC | 24,000 | $785.6 萬 | 6.27% | 00.0% | 不變 |
| Atlas Brown,Inc. | 23,967 | $784.5 萬 | 2.11% | −185−0.8% | 減碼 |
| Agate Pass Investment Management, LLC | 23,958 | $784.2 萬 | 2.89% | −2,513−9.5% | 減碼 |