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 |
|---|---|---|---|---|---|
| Huntleigh Advisors, Inc. | 21,618 | $707.6 萬 | 0.99% | +523+2.5% | 加碼 |
| Left Brain Wealth Management, LLC | 21,616 | $707.6 萬 | 2.13% | −24−0.1% | 減碼 |
| TRUE Private Wealth Advisors | 21,606 | $707.2 萬 | 0.61% | −819−3.7% | 減碼 |
| Brady Family Wealth, LLC | 21,534 | $704.9 萬 | 2.03% | +1,129+5.5% | 加碼 |
| Missouri Trust & Investment Co | 20,032 | $704.7 萬 | 1.91% | +434+2.2% | 加碼 |
| O'Rourke & Company, Inc | 21,517 | $704.3 萬 | 2.46% | −169−0.8% | 減碼 |
| Cane Capital Partners, LLC | 21,510 | $704.1 萬 | 2.83% | −1,411−6.2% | 減碼 |
| Convergence Financial, LLC | 21,503 | $703.8 萬 | 0.56% | +10,180+89.9% | 加碼 |
| Pine Ridge Advisers LLC | 21,500 | $703.8 萬 | 0.43% | 00.0% | 不變 |
| Consolidated Portfolio Review Corp | 21,500 | $703.8 萬 | 0.59% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 21,463 | $702.5 萬 | 0.61% | +669+3.2% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 21,421 | $701.2 萬 | 1.10% | +281+1.3% | 加碼 |
| Finer Wealth Management, Inc. | 21,352 | $698.9 萬 | 3.12% | +180+0.9% | 加碼 |
| Eagle Capital Management, LLC | 21,312 | $697.6 萬 | 2.38% | −297−1.4% | 減碼 |
| Peloton Wealth Strategists | 21,285 | $696.7 萬 | 2.58% | −300−1.4% | 減碼 |
| AustralianSuper Pty Ltd | 21,257 | $695.8 萬 | 0.03% | −73,303−77.5% | 減碼 |
| Hunter Perkins Capital Management, LLC | 21,252 | $695.6 萬 | 1.56% | +1,967+10.2% | 加碼 |
| McRae Capital Management Inc | 21,227 | $694.8 萬 | 1.37% | −700−3.2% | 減碼 |
| Aureus Asset Management, LLC | 21,189 | $693.6 萬 | 0.42% | +907+4.5% | 加碼 |
| Carrera Capital Advisors | 21,175 | $693.1 萬 | 1.03% | +172+0.8% | 加碼 |
| Marathon Capital Management | 21,166 | $692.8 萬 | 1.40% | +54+0.3% | 加碼 |
| Seascape Capital Management | 21,106 | $690.9 萬 | 1.66% | +17+0.1% | 加碼 |
| Delta Financial Advisors LLC | 21,085 | $690.2 萬 | 1.64% | −40.0% | 減碼 |
| Vertrix Wealth Management, LLC | 21,084 | $690.1 萬 | 2.32% | +98+0.5% | 加碼 |
| Carnegie Lake Advisors LLC | 21,064 | $689.5 萬 | 2.57% | −100−0.5% | 減碼 |
| Waldron Private Wealth LLC | 21,060 | $689.4 萬 | 0.24% | −360−1.7% | 減碼 |
| Wynn Capital, LLC | 21,051 | $689.1 萬 | 3.08% | −58−0.3% | 減碼 |
| Bank of Stockton | 21,037 | $688.6 萬 | 1.93% | −690−3.2% | 減碼 |
| Alberta Investment Management Corp | 21,000 | $687.4 萬 | 0.04% | 00.0% | 不變 |
| TMB Capital Partners, LLC | 20,995 | $687.2 萬 | 2.14% | −344−1.6% | 減碼 |
| TownSquare Capital, LLC | 20,982 | $686.8 萬 | 1.26% | +810+4.0% | 加碼 |
| Second Line Capital, LLC | 20,969 | $686.4 萬 | 1.28% | −658−3.0% | 減碼 |
| Capital City Trust Co | 20,968 | $686.3 萬 | 1.42% | +611+3.0% | 加碼 |
| BKM Wealth Management, LLC | 20,960 | $686.1 萬 | 2.43% | +1,505+7.7% | 加碼 |
| Montchanin Asset Management, LLC | 20,945 | $685.6 萬 | 6.99% | −2,002−8.7% | 減碼 |
| BankPlus Trust Department | 20,940 | $685.4 萬 | 1.60% | +957+4.8% | 加碼 |
| Butensky & Cohen Financial Security, Inc | 20,934 | $685.2 萬 | 1.70% | −274−1.3% | 減碼 |
| Signet Investment Advisory Group, Inc. | 20,910 | $684.5 萬 | 3.01% | −169−0.8% | 減碼 |
| Novem Group | 20,907 | $684.4 萬 | 0.69% | +18+0.1% | 加碼 |
| Signature Estate & Investment Advisors LLC | 20,882 | $683.7 萬 | 0.12% | −3,725−15.1% | 減碼 |
| Synergy Financial Management, LLC | 20,798 | $680.8 萬 | 0.64% | +1,193+6.1% | 加碼 |
| Advyzon Investment Management, LLC | 20,794 | $680.7 萬 | 0.49% | +2,992+16.8% | 加碼 |
| Home Federal Bank of Tennessee | 20,790 | $680.5 萬 | 1.47% | +2,093+11.2% | 加碼 |
| Grandfield & Dodd, LLC | 20,774 | $680.0 萬 | 0.36% | +30+0.1% | 加碼 |
| Studio Investment Management LLC | 20,738 | $678.8 萬 | 1.15% | −243−1.2% | 減碼 |
| Hudock, Inc. | 20,732 | $678.6 萬 | 0.87% | −1,262−5.7% | 減碼 |
| Souders Financial Advisors | 20,730 | $678.5 萬 | 0.68% | −95−0.5% | 減碼 |
| Monarch Capital Management Inc | 20,695 | $677.4 萬 | 1.55% | +145+0.7% | 加碼 |
| Perpetual Ltd | 20,652 | $676.0 萬 | 0.10% | +4,555+28.3% | 加碼 |
| Hallmark Capital Management Inc | 20,642 | $675.7 萬 | 0.39% | +146+0.7% | 加碼 |
| SBI Securities Co., Ltd. | 20,636 | $675.5 萬 | 0.15% | −1,252−5.7% | 減碼 |
| Aspen Investment Management Inc | 20,540 | $672.3 萬 | 1.81% | +36+0.2% | 加碼 |
| Asset One Wealth Management LLC | 19,371 | $672.0 萬 | 0.71% | +948+5.1% | 加碼 |
| Wasatch Advisors Inc | 20,510 | $671.4 萬 | 0.04% | −164−0.8% | 減碼 |
| Advisory Alpha, LLC | 20,476 | $670.4 萬 | 0.16% | +6,910+50.9% | 加碼 |
| Wittenberg Investment Management, Inc. | 20,543 | $669.5 萬 | 2.29% | −27−0.1% | 減碼 |
| KPP Advisory Services LLC | 20,441 | $669.1 萬 | 0.85% | +1,156+6.0% | 加碼 |
| Connable Office Inc | 20,425 | $668.6 萬 | 0.59% | +219+1.1% | 加碼 |
| Massachusetts Wealth Management | 20,405 | $667.9 萬 | 2.54% | −40−0.2% | 減碼 |
| Regatta Capital Group, LLC | 20,396 | $667.6 萬 | 0.90% | −3,822−15.8% | 減碼 |
| OneAscent Financial Services LLC | 20,326 | $665.3 萬 | 0.32% | −372−1.8% | 減碼 |
| Excelsior Advisor Network LLC | 20,287 | $664.1 萬 | 0.88% | +14,807+270.2% | 加碼 |
| Acropolis Investment Management, LLC | 20,265 | $663.3 萬 | 0.26% | −11−0.1% | 減碼 |
| Owen LaRue, LLC | 20,259 | $663.1 萬 | 2.31% | −8,054−28.4% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 20,232 | $662.2 萬 | 1.01% | −173−0.8% | 減碼 |
| Vestor Capital, LLC | 85,741 | $661.1 萬 | 0.56% | −94,386−52.4% | 減碼 |
| Pinnacle Bancorp, Inc. | 20,184 | $660.7 萬 | 1.72% | −27−0.1% | 減碼 |
| Paradigm Asset Management Co LLC | 20,150 | $659.6 萬 | 1.41% | −9,241−31.4% | 減碼 |
| Impact Capital Partners LLC | 20,144 | $659.4 萬 | 1.80% | +236+1.2% | 加碼 |
| Intellectus Partners, LLC | 20,134 | $659.0 萬 | 1.14% | +317+1.6% | 加碼 |
| Wakefield Asset Management LLLP | 20,132 | $659.0 萬 | 1.48% | +156+0.8% | 加碼 |
| Tyche Wealth Partners LLC | 20,119 | $658.6 萬 | 0.92% | −15−0.1% | 減碼 |
| Ocean Capital Management, LLC | 20,101 | $658.0 萬 | 1.22% | +31+0.2% | 加碼 |
| WD Rutherford LLC | 20,056 | $656.5 萬 | 2.38% | −342−1.7% | 減碼 |
| Trinity Financial Advisors LLC | 20,050 | $656.3 萬 | 1.69% | −145−0.7% | 減碼 |
| PW Nova Financial Services LLC | 20,024 | $655.4 萬 | 1.41% | +1,214+6.5% | 加碼 |
| Baypointe Partners LLC | 20,000 | $654.7 萬 | 15.69% | −5,000−20.0% | 減碼 |
| Goldstone Financial Group, LLC | 19,997 | $654.6 萬 | 0.60% | +331+1.7% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 19,980 | $654.0 萬 | 0.98% | −272−1.3% | 減碼 |
| Zullo Investment Group, Inc. | 19,973 | $653.8 萬 | 2.23% | −761−3.7% | 減碼 |
| Nicholas Investment Partners, LP | 19,967 | $653.6 萬 | 0.37% | 00.0% | 不變 |
| Gold Investment Management Ltd. | 19,913 | $651.8 萬 | 1.77% | −86−0.4% | 減碼 |
| Waterloo Capital, L.P. | 19,900 | $651.4 萬 | 0.37% | +1,050+5.6% | 加碼 |
| Triad Wealth Partners, LLC | 18,467 | $651.2 萬 | 0.39% | +1,469+8.6% | 加碼 |
| Adirondack Trust Co | 19,892 | $651.1 萬 | 1.94% | −249−1.2% | 減碼 |
| Slagle Financial, LLC | 19,833 | $649.2 萬 | 1.94% | −4,149−17.3% | 減碼 |
| Cassaday & Co Wealth Management LLC | 19,805 | $648.3 萬 | 0.12% | +235+1.2% | 加碼 |
| Van Eck Associates Corp | 19,766 | $647.0 萬 | 0.00% | −2,253−10.2% | 減碼 |
| Altrius Capital Management Inc | 19,748 | $646.4 萬 | 1.23% | +744+3.9% | 加碼 |
| San Luis Wealth Advisors LLC | 19,696 | $644.7 萬 | 0.97% | +1,528+8.4% | 加碼 |
| Stevens Capital Management LP | 19,690 | $644.5 萬 | 1.55% | −3,585−15.4% | 減碼 |
| Ayrshire Capital Management LLC | 19,689 | $644.5 萬 | 3.02% | +144+0.7% | 加碼 |
| Family Management Corp | 19,674 | $644.0 萬 | 0.68% | −185−0.9% | 減碼 |
| Nvest Financial, LLC | 19,583 | $641.0 萬 | 2.03% | −142−0.7% | 減碼 |
| InvesTrust | 19,579 | $640.9 萬 | 2.47% | −607−3.0% | 減碼 |
| Buffalo Business & Estate Services Ltd | – | $640.7 萬 | 0.81% | – | – |
| Patrick M Sweeney & Associates, Inc | 19,568 | $640.5 萬 | 3.68% | −4,057−17.2% | 減碼 |
| Headinvest, LLC | 19,554 | $640.1 萬 | 1.19% | +582+3.1% | 加碼 |
| Fischer Financial Services, Inc. | 19,534 | $639.4 萬 | 1.61% | +683+3.6% | 加碼 |
| Gateway Wealth Partners, LLC | 19,528 | $639.2 萬 | 0.38% | −6,215−24.1% | 減碼 |