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 |
|---|---|---|---|---|---|
| Hilltop National Bank | 11,391 | $372.9 萬 | 0.80% | +216+1.9% | 加碼 |
| Gallagher Capital Advisors, LLC | 11,390 | $372.8 萬 | 2.16% | −82−0.7% | 減碼 |
| Defiance ETFs, LLC | 11,156 | $372.7 萬 | 0.05% | +2,636+30.9% | 加碼 |
| Aspire Growth Partners LLC | 11,378 | $372.4 萬 | 2.16% | +605+5.6% | 加碼 |
| Mitchell Sinkler & Starr | 11,373 | $372.3 萬 | 1.55% | −15−0.1% | 減碼 |
| Lakeshore Financial Planning, Inc. | 11,366 | $372.1 萬 | 1.20% | +2,889+34.1% | 加碼 |
| Vision Capital Management, Inc. | 11,362 | $371.9 萬 | 0.42% | +2,879+33.9% | 加碼 |
| Valley National Advisers Inc | 11,352 | $371.6 萬 | 0.41% | −108−0.9% | 減碼 |
| BSW Wealth Partners | 11,347 | $371.4 萬 | 0.41% | −219−1.9% | 減碼 |
| Money Concepts Capital Corp | 11,334 | $371.0 萬 | 0.17% | −17−0.1% | 減碼 |
| LifeSteps Financial, Inc. | 11,304 | $370.0 萬 | 1.72% | +923+8.9% | 加碼 |
| Aldebaran Capital, LLC | 11,282 | $369.3 萬 | 2.77% | 00.0% | 不變 |
| Auxano Advisors, LLC | 11,259 | $368.5 萬 | 0.70% | +30.0% | 加碼 |
| Millstone Evans Group, LLC | 11,258 | $368.5 萬 | 1.99% | −97−0.9% | 減碼 |
| LCNB Corp | 11,238 | $367.9 萬 | 1.13% | −193−1.7% | 減碼 |
| West Paces Advisors Inc. | 11,218 | $367.2 萬 | 0.62% | +264+2.4% | 加碼 |
| Dickmeyer Boyce Financial Management, Inc. | 11,209 | $366.9 萬 | 1.90% | −32−0.3% | 減碼 |
| NBH Bank | 11,166 | $365.5 萬 | 1.54% | +11,166 | 新進 |
| Slocum, Gordon & Co LLP | 11,136 | $364.5 萬 | 2.42% | −17−0.2% | 減碼 |
| Pekin Hardy Strauss, Inc. | 11,136 | $364.5 萬 | 0.32% | −354−3.1% | 減碼 |
| Strong Retirement Solutions LLC | 11,131 | $364.4 萬 | 2.18% | +549+5.2% | 加碼 |
| TRB Wealth Management, LLC | 11,124 | $364.1 萬 | 0.48% | −1,278−10.3% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 11,109 | $363.6 萬 | 0.37% | −290−2.5% | 減碼 |
| TCI Wealth Advisors, Inc. | 11,105 | $363.5 萬 | 0.16% | +360+3.4% | 加碼 |
| Ignite Planners, LLC | 11,082 | $362.8 萬 | 0.50% | +185+1.7% | 加碼 |
| ROI Financial Advisors, LLC | 11,059 | $362.0 萬 | 1.87% | +122+1.1% | 加碼 |
| BCGM Wealth Management, LLC | 11,058 | $362.0 萬 | 0.77% | +286+2.7% | 加碼 |
| Fort Point Capital Partners LLC | 11,054 | $361.8 萬 | 0.39% | +1,170+11.8% | 加碼 |
| Karani Asset Management LLC | 11,048 | $361.6 萬 | 2.63% | +944+9.3% | 加碼 |
| G&S Capital LLC | 11,024 | $360.8 萬 | 1.05% | +104+1.0% | 加碼 |
| James J. Burns & Company, LLC | 11,012 | $360.5 萬 | 0.39% | −315−2.8% | 減碼 |
| Bradyco, Inc. | 11,007 | $360.3 萬 | 4.13% | 00.0% | 不變 |
| Connective Portfolio Management, LLC | 10,980 | $359.4 萬 | 5.99% | +7,000+175.9% | 加碼 |
| Vicus Capital | 10,978 | $359.3 萬 | 0.23% | −331−2.9% | 減碼 |
| Stonebridge Financial Group, LLC | 10,963 | $358.8 萬 | 0.50% | +10,963 | 新進 |
| Paces Ferry Wealth Advisors, LLC | 10,955 | $358.6 萬 | 1.34% | −30.0% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 10,954 | $358.6 萬 | 2.03% | −2,465−18.4% | 減碼 |
| Etesian Wealth Advisors, Inc. | 10,931 | $357.8 萬 | 1.06% | −708−6.1% | 減碼 |
| FinArc Investments, Inc. | 10,930 | $357.8 萬 | 3.24% | −97−0.9% | 減碼 |
| Blodgett Wealth Advisors, LLC | 10,916 | $357.3 萬 | 2.39% | +126+1.2% | 加碼 |
| Rezny Wealth Management, Inc. | 10,895 | $356.6 萬 | 0.62% | +973+9.8% | 加碼 |
| Cozad Asset Management Inc | 10,878 | $356.1 萬 | 0.23% | −70−0.6% | 減碼 |
| Hudson Canyon Capital Management | 10,870 | $355.8 萬 | 1.90% | −370−3.3% | 減碼 |
| Aft, Forsyth & Company, Inc. | 10,868 | $355.7 萬 | 1.71% | −1,390−11.3% | 減碼 |
| Exchange Bank | 10,858 | $355.4 萬 | 2.21% | −208−1.9% | 減碼 |
| Pinnacle Wealth Management Group, Inc. | 10,848 | $355.1 萬 | 1.66% | −30.0% | 減碼 |
| Northern Financial Advisors Inc | 10,837 | $354.7 萬 | 2.35% | +97+0.9% | 加碼 |
| Paradigm Capital Management, LLC | 10,831 | $354.5 萬 | 3.05% | −247−2.2% | 減碼 |
| Clare Market Investments LLC | 10,789 | $353.1 萬 | 0.64% | −2,389−18.1% | 減碼 |
| Alesco Advisors LLC | 10,786 | $353.1 萬 | 0.08% | −8−0.1% | 減碼 |
| AA Financial Advisors, LLC | 10,780 | $352.8 萬 | 0.42% | +306+2.9% | 加碼 |
| O'Keefe Stevens Advisory, Inc. | 10,776 | $352.7 萬 | 0.72% | +161+1.5% | 加碼 |
| Continental Advisors LLC | 10,735 | $351.4 萬 | 2.06% | 00.0% | 不變 |
| Birinyi Associates Inc | 10,726 | $351.1 萬 | 0.83% | +30.0% | 加碼 |
| Gs Investments, Inc. | 10,718 | $350.8 萬 | 2.54% | −5,022−31.9% | 減碼 |
| Core Wealth Partners LLC | 10,716 | $350.8 萬 | 1.49% | −1,136−9.6% | 減碼 |
| Morton Capital Management LLC | 10,708 | $350.5 萬 | 0.48% | −110−1.0% | 減碼 |
| Whalen Wealth Management Inc. | 10,708 | $350.5 萬 | 1.58% | +2,659+33.0% | 加碼 |
| Bernicke Wealth Management, Ltd. | 10,706 | $350.4 萬 | 0.41% | −156−1.4% | 減碼 |
| HHM Wealth Advisors, LLC | 10,692 | $350.0 萬 | 0.35% | +138+1.3% | 加碼 |
| Versant Capital Management, Inc | 10,685 | $349.7 萬 | 0.31% | −1,540−12.6% | 減碼 |
| Alta Advisers Ltd | 10,684 | $349.7 萬 | 0.79% | 00.0% | 不變 |
| Samara Investment Management, LLC | 10,680 | $349.6 萬 | 3.22% | +1,030+10.7% | 加碼 |
| Financial Solutions Advisory Group, Inc. | 10,413 | $349.3 萬 | 0.44% | −76−0.7% | 減碼 |
| Financial Perspectives, Inc | 10,646 | $348.5 萬 | 0.85% | +30.0% | 加碼 |
| Bigelow Investment Advisors, LLC | 10,630 | $348.0 萬 | 1.26% | +89+0.8% | 加碼 |
| Perennial Investment Advisors, LLC | 10,630 | $347.9 萬 | 0.23% | +1,750+19.7% | 加碼 |
| Meridian Financial Partners LLC | 10,029 | $347.9 萬 | 1.19% | +574+6.1% | 加碼 |
| Eads & Heald Wealth Management | 10,618 | $347.6 萬 | 1.70% | −829−7.2% | 減碼 |
| BankPlus Wealth Management LLC | 10,609 | $347.4 萬 | 1.56% | −181−1.7% | 減碼 |
| Retirement Planning Group | 10,597 | $346.9 萬 | 0.09% | +534+5.3% | 加碼 |
| Well Done, LLC | 10,579 | $346.3 萬 | 0.47% | −520−4.7% | 減碼 |
| Gleason Group, Inc. | 10,577 | $346.2 萬 | 0.30% | +66+0.6% | 加碼 |
| SHUTTLEWORTH & Co | 10,567 | $345.9 萬 | 2.77% | +6+0.1% | 加碼 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 10,537 | $344.9 萬 | 2.38% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 10,516 | $344.2 萬 | 0.91% | −126−1.2% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 10,505 | $343.8 萬 | 0.40% | +250+2.4% | 加碼 |
| WealthBridge Capital Management, LLC | 10,503 | $343.8 萬 | 0.68% | +31+0.3% | 加碼 |
| Uhlmann Price Securities, LLC | 10,486 | $343.3 萬 | 0.13% | −4,842−31.6% | 減碼 |
| China Universal Asset Management Co., Ltd. | 10,483 | $343.1 萬 | 0.21% | +2,731+35.2% | 加碼 |
| V-Square Quantitative Management LLC | 10,469 | $342.7 萬 | 0.33% | +2,527+31.8% | 加碼 |
| Balboa Wealth Partners | 10,462 | $342.4 萬 | 0.47% | +861+9.0% | 加碼 |
| Quantbot Technologies LP | 10,446 | $341.9 萬 | 0.13% | −15,174−59.2% | 減碼 |
| Philadelphia Investment Partners, LLC | 10,442 | $341.7 萬 | 2.13% | +174+1.7% | 加碼 |
| MEMBERS Trust Co | 10,430 | $341.4 萬 | 0.11% | +40+0.4% | 加碼 |
| Union Savings Bank | 10,421 | $341.1 萬 | 1.37% | −264−2.5% | 減碼 |
| Gould Capital, LLC | 10,405 | $340.6 萬 | 1.90% | +210+2.1% | 加碼 |
| Legacy Capital Wealth Management, LLC | 10,392 | $340.2 萬 | 1.58% | +767+8.0% | 加碼 |
| Harmony Asset Management LLC | 10,378 | $339.7 萬 | 0.91% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 10,377 | $339.7 萬 | 0.61% | +929+9.8% | 加碼 |
| Tiaa Trust, National Association | 10,367 | $339.3 萬 | 0.20% | −9,022−46.5% | 減碼 |
| SHP Wealth Management | 10,354 | $338.9 萬 | 0.23% | +528+5.4% | 加碼 |
| Granite Group Advisors, LLC | 10,352 | $338.8 萬 | 2.01% | −23−0.2% | 減碼 |
| Shum Financial Group, Inc. | 10,337 | $338.4 萬 | 2.04% | −50−0.5% | 減碼 |
| Peak Retirement Planning, Inc. | 10,332 | $338.2 萬 | 0.54% | +1,296+14.3% | 加碼 |
| Summit Financial Strategies, Inc. | 10,328 | $338.1 萬 | 0.24% | −272−2.6% | 減碼 |
| RW Investment Management LLC | 10,318 | $337.7 萬 | 0.30% | 00.0% | 不變 |
| RFP Financial Group LLC | 10,316 | $337.7 萬 | 1.51% | +4,427+75.2% | 加碼 |
| Strategies Wealth Advisors, LLC | 10,314 | $337.6 萬 | 0.30% | −115−1.1% | 減碼 |
| Letson Investment Management, Inc. | 10,311 | $337.5 萬 | 1.24% | −169−1.6% | 減碼 |