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 |
|---|---|---|---|---|---|
| Turn8 Private Wealth Inc. | 13,775 | $466.4 萬 | 3.11% | −1,764−11.4% | 減碼 |
| Central Valley Advisors, LLC | 14,243 | $466.2 萬 | 1.20% | −276−1.9% | 減碼 |
| Schear Investment Advisers, LLC | 14,236 | $466.0 萬 | 1.56% | +582+4.3% | 加碼 |
| Maia Wealth LLC | 14,231 | $465.8 萬 | 0.69% | +1,445+11.3% | 加碼 |
| Cornerstone Advisory, LLC | 14,225 | $465.6 萬 | 0.39% | +398+2.9% | 加碼 |
| ORG Wealth Partners, LLC | 14,196 | $465.6 萬 | 0.70% | +16+0.1% | 加碼 |
| Congress Park Capital LLC | 14,187 | $464.4 萬 | 1.25% | −25−0.2% | 減碼 |
| Canopy Partners, LLC | 14,168 | $463.8 萬 | 1.40% | +42+0.3% | 加碼 |
| Everest Financial Group LLC | 14,142 | $462.9 萬 | 0.63% | −107−0.8% | 減碼 |
| Wealth Intelligence, LLC | 14,123 | $462.3 萬 | 2.15% | +99+0.7% | 加碼 |
| Davidson Trust Co | 14,102 | $461.6 萬 | 1.80% | +843+6.4% | 加碼 |
| Snowwater Investment Partners, LLC | 14,092 | $461.3 萬 | 3.19% | +217+1.6% | 加碼 |
| YANKCOM Partnership | 14,080 | $460.9 萬 | 1.65% | +2,706+23.8% | 加碼 |
| Peterson Wealth Management | 14,078 | $460.8 萬 | 2.15% | +528+3.9% | 加碼 |
| Eclectic Associates Inc | 14,037 | $459.5 萬 | 0.52% | −433−3.0% | 減碼 |
| Mirabaud & Cie SA | 14,033 | $459.3 萬 | 1.84% | −6,165−30.5% | 減碼 |
| SWS Partners | 14,026 | $459.1 萬 | 0.99% | −190−1.3% | 減碼 |
| IPG Investment Advisors LLC | 14,009 | $458.6 萬 | 0.66% | 00.0% | 不變 |
| Breakwater Capital Group | 14,004 | $458.4 萬 | 0.55% | +52+0.4% | 加碼 |
| Park Place Capital Corp | 14,001 | $458.3 萬 | 0.73% | −3,017−17.7% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 13,998 | $458.2 萬 | 1.03% | −859−5.8% | 減碼 |
| LM Advisors LLC | 13,918 | $455.8 萬 | 0.53% | +9,796+237.7% | 加碼 |
| Machina Capital S.A.S. | 13,924 | $455.8 萬 | 0.72% | +4,968+55.5% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 13,923 | $455.7 萬 | 0.71% | −151−1.1% | 減碼 |
| CVA Family Office, LLC | 13,920 | $455.6 萬 | 0.41% | +248+1.8% | 加碼 |
| Sittner & Nelson, LLC | 13,914 | $455.5 萬 | 1.43% | −85−0.6% | 減碼 |
| Sivia Capital Partners, LLC | 13,897 | $454.9 萬 | 0.55% | +10,352+292.0% | 加碼 |
| CrossGen Wealth, LLC | 13,849 | $453.3 萬 | 3.52% | +86+0.6% | 加碼 |
| Peoples Financial Services Corp. | 13,808 | $452.0 萬 | 1.95% | −83−0.6% | 減碼 |
| Prosperity Financial Group, Inc. | 13,788 | $451.3 萬 | 1.40% | +36+0.3% | 加碼 |
| Tower Trust & Investment Co | 13,774 | $450.8 萬 | 2.74% | −569−4.0% | 減碼 |
| Solitude Financial Services | 13,764 | $450.5 萬 | 1.25% | +172+1.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 13,733 | $449.5 萬 | 0.24% | +13,733 | 新進 |
| Facet Wealth, Inc. | 13,688 | $448.0 萬 | 0.06% | +3,313+31.9% | 加碼 |
| Navigation Group, LLC | 13,684 | $447.9 萬 | 0.87% | +60.0% | 加碼 |
| Cornerstone Planning, LLC | 13,666 | $447.3 萬 | 1.03% | −44−0.3% | 減碼 |
| Weik Capital Management | 13,663 | $447.2 萬 | 1.72% | −362−2.6% | 減碼 |
| Phoenix Wealth Advisors | 13,655 | $447.0 萬 | 1.51% | −164−1.2% | 減碼 |
| Orca Wealth Management, LLC | 13,655 | $447.0 萬 | 2.68% | −199−1.4% | 減碼 |
| Vines Capital Management, LLC | 13,651 | $446.8 萬 | 3.67% | +80+0.6% | 加碼 |
| Insight Inv LLC | 13,625 | $446.0 萬 | 2.10% | −39−0.3% | 減碼 |
| Affinity Investment Advisors, LLC | 13,621 | $445.9 萬 | 2.26% | −575−4.1% | 減碼 |
| Weatherly Asset Management L. P. | 13,613 | $445.6 萬 | 0.32% | −370−2.6% | 減碼 |
| Alta Wealth Advisors LLC | 13,592 | $444.9 萬 | 1.21% | −304−2.2% | 減碼 |
| Ameliora Wealth Management Ltd. | 13,586 | $444.7 萬 | 1.32% | −246−1.8% | 減碼 |
| Revolve Wealth Partners, LLC | 13,585 | $444.7 萬 | 0.46% | +796+6.2% | 加碼 |
| Hamel Associates, Inc. | 13,585 | $444.5 萬 | 1.23% | −589−4.2% | 減碼 |
| Maseco LLP | 13,578 | $444.4 萬 | 0.12% | +44+0.3% | 加碼 |
| Pinnacle West Asset Management, Inc. | 13,570 | $444.2 萬 | 3.07% | 00.0% | 不變 |
| Signature Wealth Management Partners, LLC | 13,562 | $443.9 萬 | 2.07% | +28+0.2% | 加碼 |
| Victrix Investment Advisors | 13,533 | $443.0 萬 | 1.86% | +1,145+9.2% | 加碼 |
| Chapman Financial Group, LLC | 13,520 | $442.6 萬 | 2.94% | −65−0.5% | 減碼 |
| Account Management LLC | 13,513 | $442.3 萬 | 4.47% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 13,508 | $442.2 萬 | 0.40% | −434−3.1% | 減碼 |
| Twin Lakes Capital Management, LLC | 13,493 | $441.7 萬 | 1.69% | +17+0.1% | 加碼 |
| Argus Investors' Counsel, Inc. | 13,476 | $441.1 萬 | 3.40% | −347−2.5% | 減碼 |
| Traphagen Investment Advisors LLC | 13,459 | $440.6 萬 | 0.31% | +7+0.1% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 13,428 | $439.5 萬 | 0.66% | +489+3.8% | 加碼 |
| Delta Asset Management LLC | 13,419 | $439.2 萬 | 0.38% | −89−0.7% | 減碼 |
| Monetary Solutions, Ltd | 13,409 | $438.9 萬 | 3.78% | −134−1.0% | 減碼 |
| Kepler Cheuvreux (Suisse) SA | 13,393 | $438.4 萬 | 0.25% | −9,173−40.6% | 減碼 |
| SmartHarvest Portfolios, LLC | 13,371 | $437.7 萬 | 1.42% | +3,581+36.6% | 加碼 |
| Silver Oak Securities, Inc | 13,353 | $437.1 萬 | 0.27% | −61−0.5% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 13,308 | $435.6 萬 | 0.93% | +10,499+373.8% | 加碼 |
| Lodestone Wealth Management LLC | 13,295 | $435.2 萬 | 1.54% | −898−6.3% | 減碼 |
| Manchester Capital Management LLC | 13,288 | $435.0 萬 | 0.57% | +128+1.0% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 13,277 | $434.6 萬 | 1.45% | +230+1.8% | 加碼 |
| Twin City Private Wealth, LLC | 13,274 | $434.5 萬 | 3.05% | +129+1.0% | 加碼 |
| Greenwich Wealth Management LLC | 13,236 | $433.3 萬 | 0.16% | +52+0.4% | 加碼 |
| PYA Waltman Capital, LLC | 13,235 | $433.2 萬 | 1.03% | +3,756+39.6% | 加碼 |
| MBL Wealth, LLC | 13,232 | $433.1 萬 | 0.30% | −266−2.0% | 減碼 |
| First Dallas Securities Inc. | 13,219 | $432.7 萬 | 1.43% | +10.0% | 加碼 |
| Yarger Wealth Strategies, LLC | 12,858 | $432.6 萬 | 1.55% | −488−3.7% | 減碼 |
| Burke & Herbert Bank & Trust Co | 13,215 | $432.6 萬 | 1.07% | −1,264−8.7% | 減碼 |
| Ticino Wealth | 13,207 | $432.3 萬 | 1.36% | +8,146+161.0% | 加碼 |
| Empirical Asset Management, LLC | 13,153 | $430.5 萬 | 0.97% | −539−3.9% | 減碼 |
| LMG Wealth Partners, LLC | 13,142 | $430.2 萬 | 0.69% | −189−1.4% | 減碼 |
| Aire Advisors, LLC | 13,127 | $429.7 萬 | 0.70% | +170+1.3% | 加碼 |
| Consilium Wealth Advisory, LLC | 13,115 | $429.3 萬 | 1.27% | −2,495−16.0% | 減碼 |
| Burford Brothers, Inc. | 13,092 | $428.5 萬 | 1.57% | +229+1.8% | 加碼 |
| Benedict Financial Advisors Inc | 13,077 | $428.0 萬 | 0.83% | −108−0.8% | 減碼 |
| Alaethes Wealth LLC | 13,069 | $427.8 萬 | 1.25% | −7−0.1% | 減碼 |
| Crewe Advisors LLC | 13,043 | $427.0 萬 | 0.31% | +313+2.5% | 加碼 |
| Sound Income Strategies, LLC | 13,029 | $426.5 萬 | 0.19% | +998+8.3% | 加碼 |
| Loudon Investment Management, LLC | 13,005 | $425.7 萬 | 2.09% | −50−0.4% | 減碼 |
| Ulysses Management LLC | 13,000 | $425.5 萬 | 1.47% | 00.0% | 不變 |
| Lynx Capital Group Ltd | 12,983 | $425.0 萬 | 1.72% | −354−2.7% | 減碼 |
| Garrett Investment Advisors LLC | 12,941 | $423.6 萬 | 0.31% | +146+1.1% | 加碼 |
| Holistic Financial Partners | 12,899 | $422.2 萬 | 2.58% | −2,058−13.8% | 減碼 |
| Xxi Wealth, LLC | 12,887 | $421.8 萬 | 1.94% | +139+1.1% | 加碼 |
| Sierra Summit Advisors LLC | 12,862 | $421.0 萬 | 0.47% | −95−0.7% | 減碼 |
| DMKC Advisory Services, LLC | 12,845 | $420.5 萬 | 0.79% | −62−0.5% | 減碼 |
| Iams Wealth Management, LLC | 12,827 | $419.9 萬 | 1.26% | +579+4.7% | 加碼 |
| LS Investment Advisors, LLC | 12,818 | $419.6 萬 | 0.57% | +378+3.0% | 加碼 |
| Wealth Architects, LLC | 12,817 | $419.6 萬 | 0.33% | −110−0.9% | 減碼 |
| Acorn Wealth Advisors, LLC | 12,815 | $419.5 萬 | 1.02% | +152+1.2% | 加碼 |
| Strong Tower Advisory Services | 12,801 | $419.0 萬 | 0.75% | +397+3.2% | 加碼 |
| Berger Financial Group, Inc | 12,783 | $418.4 萬 | 0.21% | +39+0.3% | 加碼 |
| Advisors Preferred, LLC | 12,500 | $418.1 萬 | 0.65% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 12,758 | $417.6 萬 | 1.00% | −1,163−8.4% | 減碼 |