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 |
|---|---|---|---|---|---|
| First National Bank of Hutchinson | 15,641 | $512.0 萬 | 2.81% | +2,206+16.4% | 加碼 |
| B&L Asset Management LLC | 15,630 | $511.6 萬 | 1.77% | +488+3.2% | 加碼 |
| Vectors Research Management, LLC | 15,618 | $511.2 萬 | 1.34% | +709+4.8% | 加碼 |
| Total Clarity Wealth Management, Inc. | 15,612 | $511.0 萬 | 0.99% | +3,754+31.7% | 加碼 |
| Waddell & Associates, LLC | 15,606 | $510.8 萬 | 0.25% | +1,705+12.3% | 加碼 |
| FSM Wealth Advisors, LLC | 15,592 | $510.4 萬 | 0.55% | +854+5.8% | 加碼 |
| Marion Wealth Management | 15,540 | $508.7 萬 | 1.04% | +338+2.2% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 15,534 | $508.5 萬 | 2.71% | −35−0.2% | 減碼 |
| Dillon & Associates Inc | 15,544 | $508.3 萬 | 0.62% | −40−0.3% | 減碼 |
| 44 Wealth Management LLC | 15,522 | $508.1 萬 | 1.68% | −987−6.0% | 減碼 |
| First United Bank Trust | 15,513 | $507.8 萬 | 1.46% | −221−1.4% | 減碼 |
| Centric Wealth Management | 16,502 | $507.7 萬 | 0.79% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 15,506 | $507.6 萬 | 0.41% | +10+0.1% | 加碼 |
| Saxon Interests, Inc. | 15,495 | $507.2 萬 | 1.40% | −285−1.8% | 減碼 |
| GenTrust, LLC | 15,481 | $506.7 萬 | 0.19% | +2,113+15.8% | 加碼 |
| Invera Wealth Advisors, LLC | 15,464 | $506.2 萬 | 2.72% | −499−3.1% | 減碼 |
| Chung Wu Investment Group, LLC | 15,437 | $505.3 萬 | 3.32% | 00.0% | 不變 |
| Earnest Partners LLC | 15,429 | $505.0 萬 | 0.02% | −302−1.9% | 減碼 |
| Crews Bank & Trust | 15,428 | $505.0 萬 | 0.66% | −251−1.6% | 減碼 |
| Outfitter Financial LLC | 15,417 | $504.6 萬 | 3.54% | −105−0.7% | 減碼 |
| Archer Investment Corp | 15,401 | $504.1 萬 | 0.97% | +383+2.6% | 加碼 |
| Raelipskie Partnership | 15,362 | $502.8 萬 | 1.90% | +116+0.8% | 加碼 |
| Triumph Capital Management | 15,336 | $502.0 萬 | 0.91% | −1,537−9.1% | 減碼 |
| Buckhead Capital Management LLC | 15,331 | $501.8 萬 | 1.72% | +92+0.6% | 加碼 |
| Fiduciary Family Office, LLC | 15,319 | $501.5 萬 | 1.25% | +675+4.6% | 加碼 |
| Canvas Wealth Advisors, LLC | 15,294 | $500.6 萬 | 0.70% | +806+5.6% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 15,267 | $499.7 萬 | 2.01% | −230−1.5% | 減碼 |
| NWM Advisors, LLC | 15,260 | $499.5 萬 | 3.93% | +255+1.7% | 加碼 |
| Cornerstone Enterprises, LLC | 15,234 | $498.7 萬 | 2.27% | +3,238+27.0% | 加碼 |
| MJP Associates Inc | 15,204 | $497.7 萬 | 0.54% | −612−3.9% | 減碼 |
| Hilltop Partners LLC | 15,195 | $497.4 萬 | 1.21% | +1,489+10.9% | 加碼 |
| Verus Capital Partners, LLC | 15,179 | $496.9 萬 | 0.27% | −269−1.7% | 減碼 |
| Stiles Financial Services Inc | 15,146 | $495.8 萬 | 1.25% | +579+4.0% | 加碼 |
| Fulcrum Asset Management LLP | 15,051 | $495.8 萬 | 0.49% | −23,326−60.8% | 減碼 |
| Twelve Points Wealth Management LLC | 15,139 | $495.5 萬 | 0.99% | −289−1.9% | 減碼 |
| TriaGen Wealth Management LLC | 15,119 | $494.9 萬 | 1.24% | +7,032+87.0% | 加碼 |
| Resolute Wealth Strategies, LLC | 15,117 | $494.8 萬 | 1.92% | +507+3.5% | 加碼 |
| Orleans Capital Management Corp | 15,111 | $494.6 萬 | 2.55% | +2,520+20.0% | 加碼 |
| FWL Investment Management, LLC | 15,042 | $492.4 萬 | 0.90% | −335−2.2% | 減碼 |
| Tred Avon Family Wealth, LLC | 15,036 | $492.2 萬 | 1.51% | −74−0.5% | 減碼 |
| Opinicus Capital, Inc. | 15,029 | $491.9 萬 | 2.63% | −127−0.8% | 減碼 |
| Okabena Investment Services Inc | 15,027 | $491.9 萬 | 0.88% | 00.0% | 不變 |
| Capital Financial Group Inc | 15,026 | $491.9 萬 | 2.57% | −444−2.9% | 減碼 |
| Monetta Financial Services Inc | 15,000 | $491.0 萬 | 3.31% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 14,993 | $490.8 萬 | 0.25% | −1,065−6.6% | 減碼 |
| Counterweight Ventures, LLC | 14,986 | $490.5 萬 | 2.45% | −547−3.5% | 減碼 |
| Purus Wealth Management, LLC | 14,986 | $490.5 萬 | 1.35% | +23+0.2% | 加碼 |
| Inscription Capital, LLC | 14,985 | $490.5 萬 | 0.43% | +2,513+20.1% | 加碼 |
| First City Capital Management, Inc. | 14,968 | $489.9 萬 | 2.38% | −79−0.5% | 減碼 |
| SageGuard Financial Group, LLC | 14,953 | $489.5 萬 | 0.69% | +1,780+13.5% | 加碼 |
| BIP Wealth, LLC | 14,948 | $489.3 萬 | 0.14% | +2,019+15.6% | 加碼 |
| Global Financial Private Client, LLC | 14,938 | $489.0 萬 | 1.33% | +886+6.3% | 加碼 |
| Precedent Wealth Partners, LLC | 14,921 | $488.4 萬 | 0.81% | +1,988+15.4% | 加碼 |
| Octavia Wealth Advisors, LLC | 14,913 | $488.2 萬 | 0.42% | −518−3.4% | 減碼 |
| TBH Global Asset Management, LLC | 14,903 | $487.8 萬 | 0.89% | −283−1.9% | 減碼 |
| VCI Wealth Management LLC | 14,902 | $487.8 萬 | 1.22% | +455+3.1% | 加碼 |
| Galaxy Digital Capital Management GP LLC | 14,891 | $487.4 萬 | 2.92% | +8,138+120.5% | 加碼 |
| Tempo Wealth, LLC | 14,884 | $487.2 萬 | 0.72% | +1,400+10.4% | 加碼 |
| Sawyer & Company, Inc | 14,882 | $487.1 萬 | 1.64% | −130−0.9% | 減碼 |
| LRI Investments, LLC | 37,791 | $487.0 萬 | 0.39% | +924+2.5% | 加碼 |
| Bank Hapoalim BM | 14,855 | $486.2 萬 | 0.33% | −493−3.2% | 減碼 |
| Crescent Sterling, Ltd. | 14,852 | $486.2 萬 | 4.35% | −122−0.8% | 減碼 |
| Juno Financial Group LLC | 14,834 | $485.5 萬 | 1.72% | −10−0.1% | 減碼 |
| Acumen Wealth Advisors, LLC | 14,821 | $485.1 萬 | 1.03% | +7,648+106.6% | 加碼 |
| Van Cleef Asset Management,Inc | 14,821 | $485.1 萬 | 0.49% | −40.0% | 減碼 |
| Greenline Partners, LLC | 14,816 | $485.0 萬 | 0.49% | 00.0% | 不變 |
| Hicks Capital Management LLC | 14,802 | $484.5 萬 | 3.97% | +161+1.1% | 加碼 |
| TFR Capital, LLC. | 14,795 | $484.3 萬 | 1.36% | +1,830+14.1% | 加碼 |
| Advisors Management Group Inc | 14,787 | $484.0 萬 | 0.80% | −144−1.0% | 減碼 |
| J.Safra Asset Management Corp | 14,770 | $483.5 萬 | 0.22% | +265+1.8% | 加碼 |
| Summit Wealth Partners, LLC | 14,767 | $483.4 萬 | 0.69% | +21+0.1% | 加碼 |
| Accent Capital Management, LLC | 14,737 | $482.4 萬 | 2.08% | −543−3.6% | 減碼 |
| Old Mission Investment Co LLC | 14,728 | $482.1 萬 | 1.00% | −17−0.1% | 減碼 |
| Sawgrass Asset Management LLC | 14,721 | $481.9 萬 | 0.64% | −991−6.3% | 減碼 |
| NVWM, LLC | 14,687 | $480.7 萬 | 0.97% | −163−1.1% | 減碼 |
| Beck Capital Management, LLC | 14,683 | $480.6 萬 | 0.89% | +521+3.7% | 加碼 |
| Voya Financial Advisors, Inc. | 14,585 | $480.4 萬 | 0.42% | −2,514−14.7% | 減碼 |
| Onyx Bridge Wealth Group LLC | 14,671 | $480.2 萬 | 0.43% | +51+0.3% | 加碼 |
| JPL Wealth Management, LLC | 14,640 | $479.2 萬 | 0.95% | −30−0.2% | 減碼 |
| Apollon Financial, LLC | 14,617 | $478.5 萬 | 0.57% | +185+1.3% | 加碼 |
| Main Street Financial Solutions, LLC | 14,600 | $477.9 萬 | 0.31% | +1,666+12.9% | 加碼 |
| Integrity Financial Corp | 14,594 | $477.7 萬 | 2.28% | −2,149−12.8% | 減碼 |
| Green Harvest Asset Management LLC | 14,568 | $476.9 萬 | 0.06% | +1,227+9.2% | 加碼 |
| SeaCrest Wealth Management, LLC | 14,560 | $476.6 萬 | 0.53% | −6,117−29.6% | 減碼 |
| Highview Capital Management LLC | 14,556 | $476.5 萬 | 1.37% | +407+2.9% | 加碼 |
| Boit C F David | 14,551 | $476.3 萬 | 2.00% | 00.0% | 不變 |
| Sterling Investment Counsel, LLC | 14,512 | $475.0 萬 | 1.12% | −392−2.6% | 減碼 |
| Marathon Wealth Advisors LLC | 14,499 | $474.6 萬 | 1.62% | +203+1.4% | 加碼 |
| Purkiss Capital Advisors LLC | 14,489 | $474.3 萬 | 1.81% | +705+5.1% | 加碼 |
| Southland Equity Partners LLC | 14,489 | $474.3 萬 | 0.83% | +153+1.1% | 加碼 |
| Hollencrest Capital Management | 14,463 | $473.4 萬 | 0.31% | −48,303−77.0% | 減碼 |
| Roof Eidam & Maycock | 14,424 | $472.1 萬 | 0.93% | −265−1.8% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 13,758 | $471.7 萬 | 0.25% | −584−4.1% | 減碼 |
| BOS Asset Management, LLC | 14,392 | $471.1 萬 | 1.09% | −158−1.1% | 減碼 |
| Northstar Asset Management LLC | 13,325 | $470.7 萬 | 0.89% | 00.0% | 不變 |
| Black Swift Group, LLC | 14,358 | $470.0 萬 | 0.68% | +8,768+156.9% | 加碼 |
| Baron Silver Stevens Financial Advisors, LLC | 14,335 | $469.3 萬 | 0.59% | +6,320+78.9% | 加碼 |
| Aull & Monroe Investment Management Corp | 14,276 | $467.3 萬 | 1.95% | +25+0.2% | 加碼 |
| Commonwealth Financial Services, LLC | 19,171 | $467.0 萬 | 0.63% | +5,220+37.4% | 加碼 |
| Hartline Investment Corp | 14,251 | $466.5 萬 | 0.41% | −313−2.1% | 減碼 |