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
2026 年第 3 季的資料還在陸續進來，目前 13 家機構申報持有 JPM。看 2026 年第 3 季
- 持有機構
- 5,157
- 較 2026 年第 1 季 +122 家
- 持有股數
- 19.7 億
- 較 2026 年第 1 季 +2,527 萬 (+1.3%)
- 總市值
- $6,437 億
- 較 2026 年第 1 季 +$734.1 億 (+12.9%)
- 新進機構
- 236
- 另有 2,267 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 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $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 | 3,520 | $2,789 億 |
| 2021 年第 4 季 | 3,595 | $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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 23,885 | $781.8 萬 | 1.61% | −450−1.8% | 減碼 |
| Arrow Financial Corp | 23,826 | $779.9 萬 | 0.70% | −581−2.4% | 減碼 |
| Legacy Trust | 23,810 | $779.4 萬 | 1.38% | −494−2.0% | 減碼 |
| Skylands Capital, LLC | 23,785 | $778.6 萬 | 0.96% | −1,600−6.3% | 減碼 |
| Caliber Wealth Management, LLC | 23,778 | $778.3 萬 | 0.75% | −36−0.2% | 減碼 |
| United Advisor Group, LLC | 23,759 | $777.7 萬 | 0.83% | +753+3.3% | 加碼 |
| Catalyst Financial Partners LLC | 23,719 | $776.4 萬 | 0.77% | +1,049+4.6% | 加碼 |
| Paradiem, LLC | 23,716 | $776.3 萬 | 1.67% | −11,458−32.6% | 減碼 |
| Icon Advisers Inc | 23,680 | $775.1 萬 | 1.46% | 00.0% | 不變 |
| Martin Capital Partners, LLC | 23,678 | $775.0 萬 | 2.85% | +231+1.0% | 加碼 |
| Crystal Rock Capital Management | 23,668 | $774.7 萬 | 3.95% | 00.0% | 不變 |
| SGL Investment Advisors, Inc. | 21,529 | $774.6 萬 | 2.67% | +457+2.2% | 加碼 |
| Hudson Capital Management LLC | 23,625 | $773.3 萬 | 1.87% | −206−0.9% | 減碼 |
| Winch Advisory Services, LLC | 23,603 | $772.6 萬 | 1.60% | −343−1.4% | 減碼 |
| Morton Community Bank | 23,580 | $771.8 萬 | 1.57% | −55−0.2% | 減碼 |
| Dean Investment Associates, LLC | 23,558 | $771.1 萬 | 1.01% | −1,223−4.9% | 減碼 |
| Bridgewater Associates, LP | 23,548 | $770.8 萬 | 0.03% | +23,548 | 新進 |
| Cliftonlarsonallen Wealth Advisors, LLC | 23,541 | $770.6 萬 | 0.10% | +2,765+13.3% | 加碼 |
| Capital Performance Advisors LLP | 23,519 | $769.8 萬 | 0.50% | −4,232−15.2% | 減碼 |
| Sheets Smith Wealth Management | 23,451 | $767.6 萬 | 0.77% | −38−0.2% | 減碼 |
| Rockport Wealth LLC | 23,443 | $767.4 萬 | 1.29% | 00.0% | 不變 |
| DLK Investment Management, LLC | 37,931 | $767.2 萬 | 3.30% | +7,530+24.8% | 加碼 |
| Greenfield Savings Bank | 23,408 | $766.2 萬 | 2.91% | −135−0.6% | 減碼 |
| Advisor OS, LLC | 23,396 | $765.8 萬 | 0.51% | +94+0.4% | 加碼 |
| Pavion Blue Capital, LLC | 23,056 | $764.5 萬 | 3.08% | −40−0.2% | 減碼 |
| Trinity Legacy Partners, LLC | 22,274 | $764.3 萬 | 1.53% | −763−3.3% | 減碼 |
| Evergreen Private Wealth LLC | 23,343 | $764.1 萬 | 2.83% | +415+1.8% | 加碼 |
| Triangle Securities Wealth Management | 23,316 | $763.2 萬 | 1.52% | −175−0.7% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 23,301 | $762.7 萬 | 0.39% | +427+1.9% | 加碼 |
| S&CO Inc | 23,285 | $762.1 萬 | 0.44% | −650−2.7% | 減碼 |
| Jacobs Equity LLC | 23,273 | $761.8 萬 | 5.26% | +21,254+1,052.7% | 加碼 |
| HGK Asset Management Inc | 23,260 | $761.4 萬 | 1.04% | −4,628−16.6% | 減碼 |
| Prudent Man Advisors, LLC | 23,210 | $759.7 萬 | 1.74% | +2,361+11.3% | 加碼 |
| Commonwealth Retirement Investments LLC | 23,201 | $759.4 萬 | 2.06% | −14,001−37.6% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 23,195 | $759.3 萬 | 1.82% | −230−1.0% | 減碼 |
| Sentinel Trust Co Lba | 23,166 | $758.3 萬 | 0.67% | −2,459−9.6% | 減碼 |
| Spirit of America Management Corp | 23,092 | $755.9 萬 | 1.42% | 00.0% | 不變 |
| Mount Vernon Associates Inc | 23,084 | $755.6 萬 | 4.93% | −1,560−6.3% | 減碼 |
| EPG Wealth Management LLC | 23,059 | $754.8 萬 | 1.81% | +2,246+10.8% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 23,018 | $753.5 萬 | 1.97% | −313−1.3% | 減碼 |
| Shoker Investment Counsel, Inc. | 23,011 | $753.3 萬 | 1.89% | +1,191+5.5% | 加碼 |
| Enhancing Capital LLC | 23,000 | $752.9 萬 | 5.18% | 00.0% | 不變 |
| Green Square Capital Advisors LLC | 22,985 | $752.4 萬 | 0.70% | +316+1.4% | 加碼 |
| Blue Edge Capital, LLC | 22,972 | $752.0 萬 | 0.91% | −96−0.4% | 減碼 |
| Virginia Wealth Management Group, Inc. | 22,945 | $751.1 萬 | 3.74% | −50.0% | 減碼 |
| IMA Wealth, Inc. | 22,933 | $750.7 萬 | 0.47% | +2,002+9.6% | 加碼 |
| Howard Capital Management Inc. | 22,919 | $750.2 萬 | 0.09% | +10,014+77.6% | 加碼 |
| Leelyn Smith, LLC | 22,894 | $749.4 萬 | 0.91% | −83−0.4% | 減碼 |
| River Street Advisors LLC | 22,875 | $748.8 萬 | 2.21% | +398+1.8% | 加碼 |
| Northern Oak Wealth Management Inc | 22,859 | $748.2 萬 | 0.85% | −706−3.0% | 減碼 |
| Malaga Cove Capital, LLC | 22,793 | $746.1 萬 | 2.38% | −226−1.0% | 減碼 |
| Generali Investments, Management Co LLC | 22,788 | $745.9 萬 | 1.62% | +9,915+77.0% | 加碼 |
| TigerOak Management, L.L.C. | 22,761 | $745.0 萬 | 2.09% | +86+0.4% | 加碼 |
| Kentucky Trust Co | 22,724 | $743.8 萬 | 3.58% | +1,300+6.1% | 加碼 |
| Curbstone Financial Management Corp | 22,720 | $743.7 萬 | 1.27% | +1,300+6.1% | 加碼 |
| Nichols & Pratt Advisers LLP | 22,707 | $743.3 萬 | 0.45% | +110.0% | 加碼 |
| Silvant Capital Management LLC | 22,697 | $742.9 萬 | 0.22% | 00.0% | 不變 |
| Gradient Capital Advisors, LLC | 22,691 | $742.7 萬 | 1.72% | +19+0.1% | 加碼 |
| Ramirez Asset Management, Inc. | 22,689 | $742.7 萬 | 0.77% | −40.0% | 減碼 |
| Concentric Capital Strategies, LP | 22,684 | $742.5 萬 | 0.46% | +16,142+246.7% | 加碼 |
| Royal Capital Wealth Management, LLC | 22,671 | $742.1 萬 | 4.17% | +59+0.3% | 加碼 |
| Sax Wealth Advisors, LLC | 25,214 | $741.7 萬 | 0.30% | +2,979+13.4% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 22,655 | $741.6 萬 | 2.31% | −1,234−5.2% | 減碼 |
| Fragasso Group Inc. | 22,558 | $738.4 萬 | 0.39% | +287+1.3% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 22,544 | $738.0 萬 | 0.20% | −479−2.1% | 減碼 |
| Markowski Investments | 22,514 | $737.0 萬 | 1.62% | +22,514 | 新進 |
| Maltese Capital Management LLC | 22,500 | $736.5 萬 | 1.34% | +4,193+22.9% | 加碼 |
| NatWest Group plc | 22,476 | $735.7 萬 | 1.31% | −14−0.1% | 減碼 |
| Cohen Investment Advisors LLC | 22,444 | $734.7 萬 | 3.29% | −403−1.8% | 減碼 |
| Entropy Technologies, LP | 22,416 | $733.7 萬 | 0.29% | +22,416 | 新進 |
| Norway Savings Bank | 22,415 | $733.7 萬 | 3.08% | −388−1.7% | 減碼 |
| Mathes Company, Inc. | 22,388 | $732.8 萬 | 2.28% | −13−0.1% | 減碼 |
| SOA Wealth Advisors, LLC. | 32,007 | $729.2 萬 | 1.23% | −11,299−26.1% | 減碼 |
| Catherine Avery Investment Management LLC | 22,241 | $728.0 萬 | 3.18% | −42−0.2% | 減碼 |
| Bell Bank | 22,218 | $727.3 萬 | 0.28% | +1,517+7.3% | 加碼 |
| Sterling Investment Advisors, Ltd. | 22,209 | $727.0 萬 | 1.21% | −1,038−4.5% | 減碼 |
| Harbor Advisory Corp | 22,192 | $726.4 萬 | 1.94% | −894−3.9% | 減碼 |
| Princeton Capital Management LLC | 22,180 | $726.0 萬 | 1.64% | +662+3.1% | 加碼 |
| Archford Capital Strategies, LLC | 22,153 | $725.1 萬 | 0.73% | −5,941−21.1% | 減碼 |
| Trustco Bank Corp N Y | 22,136 | $724.6 萬 | 5.28% | +380+1.7% | 加碼 |
| Peachtree Investment Partners, LLC | 22,114 | $723.8 萬 | 2.32% | −138−0.6% | 減碼 |
| Moody National Bank Trust Division | 22,096 | $723.3 萬 | 0.60% | −595−2.6% | 減碼 |
| Marest Capital, LLC | 22,050 | $721.8 萬 | 3.59% | +103+0.5% | 加碼 |
| Bright Rock Capital Management, LLC | 22,000 | $720.1 萬 | 1.44% | 00.0% | 不變 |
| LOM Asset Management Ltd | 21,938 | $718.1 萬 | 1.86% | +178+0.8% | 加碼 |
| NCM Capital Management, LLC | 21,937 | $718.1 萬 | 2.21% | +452+2.1% | 加碼 |
| Hillsdale Investment Management Inc. | 21,922 | $717.6 萬 | 0.16% | −9,210−29.6% | 減碼 |
| Daniel Investment Group, Inc. | 21,906 | $717.1 萬 | 4.25% | +21,906 | 新進 |
| Gables Capital Management Inc. | 21,894 | $716.7 萬 | 2.59% | +200+0.9% | 加碼 |
| Scissortail Wealth Management, LLC | 21,868 | $715.8 萬 | 1.38% | −1,576−6.7% | 減碼 |
| Perkins Coie Trust Co | 21,810 | $713.9 萬 | 1.18% | −1,212−5.3% | 減碼 |
| Doliver Advisors, LP | 21,802 | $713.7 萬 | 1.62% | −25−0.1% | 減碼 |
| Strategic Investment Advisors | 21,785 | $713.1 萬 | 0.43% | −575−2.6% | 減碼 |
| Dover Advisors, LLC | 22,128 | $713.0 萬 | 2.92% | +283+1.3% | 加碼 |
| VeraBank, N.A. | 21,765 | $712.4 萬 | 1.18% | −418−1.9% | 減碼 |
| Umpqua Bank | 21,731 | $711.3 萬 | 1.60% | +528+2.5% | 加碼 |
| Providence Wealth Advisors, LLC | 21,242 | $711.0 萬 | 4.19% | +364+1.7% | 加碼 |
| Beaton Management Co. Inc. | 21,704 | $710.4 萬 | 2.89% | +143+0.7% | 加碼 |
| Abacus Planning Group, Inc. | 21,700 | $710.3 萬 | 0.88% | +166+0.8% | 加碼 |
| Financial Engines Advisors L.L.C. | 21,685 | $709.8 萬 | 0.01% | +278+1.3% | 加碼 |