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 24 家機構申報持有 JPM。看 2026 年第 3 季
- 持有機構
- 5,158
- 較 2026 年第 1 季 +123 家
- 持有股數
- 19.7 億
- 較 2026 年第 1 季 +2,529 萬 (+1.3%)
- 總市值
- $6,437 億
- 較 2026 年第 1 季 +$734.2 億 (+12.9%)
- 新進機構
- 237
- 另有 2,268 家加碼
- 清倉機構
- 114
- 另有 2,116 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 |
|---|---|---|---|---|---|
| Firetrail Investments Pty Ltd | 17,672 | $574.9 萬 | 1.62% | −500−2.8% | 減碼 |
| Biltmore Family Office, LLC | 17,558 | $574.7 萬 | 0.76% | −783−4.3% | 減碼 |
| First Commonwealth Financial Corp | 17,552 | $574.5 萬 | 0.80% | +225+1.3% | 加碼 |
| Grandview Asset Management LLC | 17,540 | $574.1 萬 | 1.43% | +242+1.4% | 加碼 |
| Brookmont Capital Management | 17,517 | $573.4 萬 | 3.08% | +38+0.2% | 加碼 |
| Accredited Investors Inc. | 17,511 | $573.2 萬 | 0.25% | −3,039−14.8% | 減碼 |
| Hudson Value Partners, LLC | 17,496 | $572.7 萬 | 1.44% | +1,413+8.8% | 加碼 |
| Investment Partners, Ltd. | 17,484 | $572.3 萬 | 1.79% | +198+1.1% | 加碼 |
| Interchange Capital Partners, LLC | 17,438 | $570.9 萬 | 1.07% | +2,716+18.4% | 加碼 |
| Storgate, LLC | 17,433 | $570.6 萬 | 1.18% | +15,696+903.6% | 加碼 |
| Triasima Portfolio Management inc. | 17,419 | $570.2 萬 | 0.77% | −3,342−16.1% | 減碼 |
| HF Advisory Group, LLC | 17,377 | $568.8 萬 | 1.76% | −746−4.1% | 減碼 |
| Aries Wealth Management | 17,372 | $568.6 萬 | 1.12% | −25−0.1% | 減碼 |
| Brasada Capital Management, LP | 17,343 | $567.7 萬 | 1.02% | +875+5.3% | 加碼 |
| Wealth Alliance | 17,342 | $567.6 萬 | 0.47% | +1,315+8.2% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 17,294 | $566.1 萬 | 1.52% | +69+0.4% | 加碼 |
| Smith, Moore & Co. | 17,284 | $565.8 萬 | 0.37% | +106+0.6% | 加碼 |
| WealthPLAN Partners, LLC | 17,279 | $565.6 萬 | 1.08% | −1,683−8.9% | 減碼 |
| Center for Financial Planning, Inc. | 17,273 | $565.4 萬 | 0.53% | −82−0.5% | 減碼 |
| Sculati Wealth Management, LLC | 16,559 | $564.8 萬 | 1.88% | −749−4.3% | 減碼 |
| Quadrant Private Wealth Management, LLC | 17,213 | $563.4 萬 | 1.26% | −29−0.2% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 17,186 | $562.5 萬 | 1.44% | −1,246−6.8% | 減碼 |
| Alpine Bank Wealth Management | 17,173 | $562.1 萬 | 0.72% | −244−1.4% | 減碼 |
| Pines Wealth Management, LLC | 17,161 | $561.7 萬 | 1.62% | −148−0.9% | 減碼 |
| Affinity Wealth Management LLC | 17,138 | $561.0 萬 | 0.72% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 17,110 | $560.1 萬 | 2.03% | −280−1.6% | 減碼 |
| ArrowMark Colorado Holdings LLC | 17,106 | $559.9 萬 | 0.23% | −1,365−7.4% | 減碼 |
| Wellspring Financial Advisors, LLC | 17,097 | $559.7 萬 | 0.37% | −632−3.6% | 減碼 |
| William Blair Investment Management, LLC | 17,088 | $559.3 萬 | 0.02% | −3,474−16.9% | 減碼 |
| Jessup Wealth Management, Inc | 17,060 | $558.4 萬 | 1.67% | −410−2.3% | 減碼 |
| Natural Investments, LLC | 17,036 | $557.6 萬 | 1.22% | +490+3.0% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 17,021 | $557.1 萬 | 1.41% | −543−3.1% | 減碼 |
| Prestige Wealth Management Group LLC | 17,005 | $556.6 萬 | 1.01% | +2,184+14.7% | 加碼 |
| Leeward Financial Partners, LLC | 16,987 | $556.0 萬 | 1.46% | +868+5.4% | 加碼 |
| Triveni Capital Investments LP | 16,981 | $555.8 萬 | 6.63% | −7,384−30.3% | 減碼 |
| Piscataqua Savings Bank | 16,980 | $555.8 萬 | 3.75% | −1,526−8.2% | 減碼 |
| FSB Premier Wealth Management, Inc. | 16,968 | $555.4 萬 | 1.56% | −2,230−11.6% | 減碼 |
| Bank Ozk | 16,950 | $554.8 萬 | 1.65% | −445−2.6% | 減碼 |
| Boltwood Capital Management | 16,944 | $554.6 萬 | 1.27% | −38−0.2% | 減碼 |
| MeadowBrook Investment Advisors LLC | 16,938 | $554.4 萬 | 4.39% | −200−1.2% | 減碼 |
| Fairfield, Bush & Co. | 16,930 | $554.2 萬 | 2.72% | −78−0.5% | 減碼 |
| NWF Advisory Services Inc. | 16,880 | $552.6 萬 | 0.52% | +159+1.0% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,860 | $551.9 萬 | 0.61% | −18−0.1% | 減碼 |
| Prosperitas Financial LLC | 16,838 | $551.1 萬 | 1.76% | +1,442+9.4% | 加碼 |
| Harvey Investment Co LLC | 16,836 | $551.1 萬 | 0.60% | −2,070−10.9% | 減碼 |
| PCM Encore, LLC | 16,805 | $550.1 萬 | 0.97% | +30+0.2% | 加碼 |
| 3Chopt Investment Partners, LLC | 16,776 | $549.1 萬 | 1.03% | −842−4.8% | 減碼 |
| Investment Advisory Services Inc | 16,720 | $547.3 萬 | 1.58% | +12+0.1% | 加碼 |
| Tannin Capital LLC | 16,711 | $547.0 萬 | 3.60% | −177−1.0% | 減碼 |
| Sweeney & Michel, LLC | 15,286 | $546.5 萬 | 1.44% | −1,850−10.8% | 減碼 |
| Searle & Co. | 16,692 | $546.4 萬 | 1.23% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 16,655 | $545.2 萬 | 1.52% | +499+3.1% | 加碼 |
| FCG Investment Co | 16,630 | $544.3 萬 | 1.88% | +1,596+10.6% | 加碼 |
| Cinctive Capital Management LP | 16,594 | $543.2 萬 | 0.22% | −20,216−54.9% | 減碼 |
| Bull Street Advisors, LLC | 16,568 | $542.3 萬 | 2.48% | +77+0.5% | 加碼 |
| Blueprint Investment Partners LLC | 16,553 | $541.8 萬 | 0.45% | +770+4.9% | 加碼 |
| Summit Global Investments | 16,542 | $541.5 萬 | 0.30% | −3,664−18.1% | 減碼 |
| KP Management LLC | 16,527 | $541.0 萬 | 1.13% | 00.0% | 不變 |
| Weaver Capital Management LLC | 18,389 | $540.9 萬 | 1.19% | 00.0% | 不變 |
| Vision Financial Markets LLC | 16,432 | $540.9 萬 | 4.69% | +20.0% | 加碼 |
| Tandem Capital Management Corp | 16,520 | $540.7 萬 | 2.27% | +298+1.8% | 加碼 |
| Camden Capital, LLC | 16,514 | $540.6 萬 | 0.27% | −111−0.7% | 減碼 |
| DAGCO, Inc. | 16,496 | $539.9 萬 | 1.00% | +2,492+17.8% | 加碼 |
| Blume Capital Management, Inc. | 16,491 | $539.8 萬 | 0.80% | −261−1.6% | 減碼 |
| WP Advisors, LLC | 16,485 | $539.6 萬 | 1.31% | −349−2.1% | 減碼 |
| Guerra Pan Advisors, LLC | 16,460 | $538.8 萬 | 3.01% | −1,813−9.9% | 減碼 |
| Condor Capital Management | 16,401 | $536.9 萬 | 0.40% | +129+0.8% | 加碼 |
| CNB Bank | 16,224 | $531.1 萬 | 2.07% | +319+2.0% | 加碼 |
| Lebenthal Global Advisors, LLC | 16,188 | $529.9 萬 | 0.71% | +164+1.0% | 加碼 |
| Beaumont Financial Advisors, LLC | 16,183 | $529.7 萬 | 0.34% | +207+1.3% | 加碼 |
| Martin & Co Inc | 16,162 | $529.0 萬 | 0.83% | +48+0.3% | 加碼 |
| FLC Capital Advisors | 16,124 | $527.8 萬 | 0.87% | −50.0% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 16,056 | $525.6 萬 | 0.36% | +4,639+40.6% | 加碼 |
| Stonebrook Private Inc. | 16,046 | $525.2 萬 | 0.96% | −767−4.6% | 減碼 |
| Churchill Financial Advisors, LLC | 16,013 | $524.2 萬 | 1.01% | 00.0% | 不變 |
| Ironwood Financial, llc | 15,656 | $523.8 萬 | 0.82% | +62+0.4% | 加碼 |
| Select Asset Management & Trust | 15,990 | $523.4 萬 | 1.51% | +1,798+12.7% | 加碼 |
| Focused Wealth Management, Inc | 15,973 | $522.8 萬 | 0.46% | +488+3.2% | 加碼 |
| Cetera Trust Company, N.A | 15,969 | $522.7 萬 | 2.62% | −125−0.8% | 減碼 |
| Ashton Thomas Securities, LLC | 16,055 | $521.5 萬 | 0.77% | +2,410+17.7% | 加碼 |
| Integral Investment Advisors, Inc. | 15,930 | $521.4 萬 | 1.15% | +161+1.0% | 加碼 |
| Alteri Wealth LLC | 15,919 | $521.1 萬 | 1.44% | +369+2.4% | 加碼 |
| Worth Financial Advisory Group, LLC | 15,893 | $520.2 萬 | 2.17% | +15,893 | 新進 |
| Enterprise Financial Services Corp | 15,877 | $519.7 萬 | 2.12% | +541+3.5% | 加碼 |
| Ullmann Financial Group, Inc. | 15,875 | $519.6 萬 | 0.47% | +221+1.4% | 加碼 |
| Quent Capital, LLC | 15,856 | $519.0 萬 | 0.32% | +1,164+7.9% | 加碼 |
| Kesler, Norman & Wride, LLC | 15,851 | $518.8 萬 | 0.82% | −1,236−7.2% | 減碼 |
| Regal Investment Advisors LLC | 15,845 | $518.6 萬 | 0.27% | −1,414−8.2% | 減碼 |
| Central Bank & Trust Co | 15,826 | $518.0 萬 | 0.73% | −1,690−9.6% | 減碼 |
| Richards, Merrill & Peterson, Inc. | 15,824 | $518.0 萬 | 1.64% | +94+0.6% | 加碼 |
| Ballast, Inc. | 15,817 | $517.7 萬 | 0.98% | +1,731+12.3% | 加碼 |
| Quotient Wealth Partners, LLC | 15,775 | $516.4 萬 | 0.12% | +766+5.1% | 加碼 |
| Chatham Capital Group, Inc. | 15,768 | $516.1 萬 | 0.66% | −100−0.6% | 減碼 |
| Founders Financial Securities LLC | 15,751 | $515.6 萬 | 0.26% | +82+0.5% | 加碼 |
| Lafayette Investments, Inc. | 15,746 | $515.4 萬 | 0.95% | +86+0.5% | 加碼 |
| Vanguard National Trust Co | 15,720 | $514.6 萬 | 0.28% | −237−1.5% | 減碼 |
| Tradition Wealth Management, LLC | 15,691 | $513.6 萬 | 0.31% | −1,189−7.0% | 減碼 |
| Antonelli Financial Advisors, LLC | 15,684 | $513.4 萬 | 3.52% | +85+0.5% | 加碼 |
| Montz Harcus Wealth Management LLC | 15,669 | $512.9 萬 | 1.83% | −1,256−7.4% | 減碼 |
| Institute for Wealth Management, LLC. | 15,662 | $512.7 萬 | 0.45% | −41−0.3% | 減碼 |