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 5,158 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 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $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 |
|---|---|---|---|---|---|
| Westfuller Advisors, LLC | 10,306 | $337.4 萬 | 1.23% | +2,559+33.0% | 加碼 |
| Elmwood Wealth Management, Inc. | 10,295 | $337.0 萬 | 0.84% | +502+5.1% | 加碼 |
| Autumn Glory Partners, LLC | 10,293 | $336.9 萬 | 0.95% | +10.0% | 加碼 |
| Allegheny Financial Group LTD | 10,284 | $336.6 萬 | 0.36% | +282+2.8% | 加碼 |
| Arcataur Capital Management LLC | 10,256 | $335.7 萬 | 0.83% | +51+0.5% | 加碼 |
| Z3 Capital Partners, LLC | 10,255 | $335.7 萬 | 0.70% | −68−0.7% | 減碼 |
| Plancorp, LLC | 9,998 | $334.5 萬 | 0.08% | +153+1.6% | 加碼 |
| IKE Capital, LLC | 10,216 | $334.4 萬 | 1.76% | −753−6.9% | 減碼 |
| JSF Financial, LLC | 10,206 | $334.1 萬 | 0.54% | −263−2.5% | 減碼 |
| WBH Advisory Inc | 10,201 | $333.9 萬 | 0.22% | −624−5.8% | 減碼 |
| Hunter Associates Investment Management LLC | 10,205 | $333.9 萬 | 0.38% | +37+0.4% | 加碼 |
| Bleichroeder LP | 10,200 | $333.9 萬 | 0.60% | −4,800−32.0% | 減碼 |
| Beech Hill Advisors, Inc. | 10,181 | $333.3 萬 | 1.47% | −457−4.3% | 減碼 |
| London & Capital Asset Management Ltd | 10,164 | $332.6 萬 | 0.03% | −437−4.1% | 減碼 |
| Sandy Cove Advisors, LLC | 10,142 | $332.0 萬 | 0.83% | +374+3.8% | 加碼 |
| Basecamp Wealth Advisors LLC | 10,141 | $332.0 萬 | 0.62% | −7−0.1% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 10,130 | $331.6 萬 | 2.02% | −1,329−11.6% | 減碼 |
| Abel Hall, LLC | 10,120 | $331.2 萬 | 0.57% | +3,024+42.6% | 加碼 |
| Global Trust Asset Management, LLC | 10,091 | $330.3 萬 | 1.03% | +2,374+30.8% | 加碼 |
| Morris Financial Concepts, Inc. | 10,088 | $330.2 萬 | 1.01% | −104−1.0% | 減碼 |
| Oder Investment Management, LLC | 10,080 | $330.0 萬 | 2.22% | +92+0.9% | 加碼 |
| Meadowbrook Advisors Group, LLC | 10,074 | $329.8 萬 | 1.76% | −868−7.9% | 減碼 |
| InTrack Investment Management Inc | 10,068 | $329.6 萬 | 1.63% | +52+0.5% | 加碼 |
| Pointe Capital Management LLC | 10,062 | $329.4 萬 | 1.47% | +123+1.2% | 加碼 |
| Cacti Asset Management LLC | 10,060 | $329.3 萬 | 0.17% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 10,056 | $329.2 萬 | 1.45% | −382−3.7% | 減碼 |
| Hemenway Trust Co LLC | 10,040 | $328.6 萬 | 0.23% | −57−0.6% | 減碼 |
| First Financial Corp | 10,030 | $328.3 萬 | 1.14% | −79−0.8% | 減碼 |
| Capital Advisors, Ltd. LLC | 10,026 | $328.2 萬 | 0.33% | −147−1.4% | 減碼 |
| Oslo Pensjonsforsikring AS | 10,019 | $328.0 萬 | 0.38% | 00.0% | 不變 |
| United Community Bank | 10,015 | $327.8 萬 | 1.01% | −328−3.2% | 減碼 |
| Personal Cfo Solutions, LLC | 9,982 | $326.7 萬 | 0.47% | +131+1.3% | 加碼 |
| Fortis Capital Advisors, LLC | 9,975 | $326.5 萬 | 0.37% | +1,475+17.4% | 加碼 |
| CKW Financial Group | 9,755 | $325.9 萬 | 0.32% | +41+0.4% | 加碼 |
| Vista Investment Partners LLC | 9,951 | $325.7 萬 | 0.82% | +17+0.2% | 加碼 |
| Private Client Services, LLC | 9,949 | $325.7 萬 | 0.85% | −164−1.6% | 減碼 |
| Lee Financial Co | 9,947 | $325.6 萬 | 0.42% | −138−1.4% | 減碼 |
| PKS Advisory Services, LLC | 9,943 | $325.5 萬 | 0.52% | +471+5.0% | 加碼 |
| Crux Wealth Advisors | 9,938 | $325.3 萬 | 1.13% | −376−3.6% | 減碼 |
| Legacy Wealth Management, LLC | 9,928 | $325.0 萬 | 0.83% | −2,537−20.4% | 減碼 |
| S.E.E.D. Planning Group LLC | 9,927 | $324.9 萬 | 0.86% | −92−0.9% | 減碼 |
| Barrett & Company, Inc. | 9,919 | $324.7 萬 | 0.91% | +373+3.9% | 加碼 |
| Norris Perne & French LLP | 9,917 | $324.6 萬 | 0.14% | −9,209−48.1% | 減碼 |
| Cooper Financial Group | 9,911 | $324.4 萬 | 0.27% | −451−4.4% | 減碼 |
| Directional Asset Management | 9,878 | $323.3 萬 | 3.08% | −1,261−11.3% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 9,869 | $323.0 萬 | 1.36% | −212−2.1% | 減碼 |
| Childress Capital Advisors, LLC | 9,867 | $323.0 萬 | 0.53% | +324+3.4% | 加碼 |
| US Asset Management LLC | 9,861 | $322.8 萬 | 2.46% | −151−1.5% | 減碼 |
| Sage Rhino Capital LLC | 9,855 | $322.6 萬 | 0.53% | +53+0.5% | 加碼 |
| Wernau Asset Management Inc. | 9,835 | $321.9 萬 | 3.05% | +220+2.3% | 加碼 |
| Corundum Group, Inc. | 9,835 | $321.9 萬 | 0.95% | +87+0.9% | 加碼 |
| Adelphi Trust Co | 9,825 | $321.6 萬 | 2.13% | +2,383+32.0% | 加碼 |
| Sjbenen Advisory, LLC | 9,700 | $321.0 萬 | 1.90% | 00.0% | 不變 |
| Compass Capital Management, Inc | 9,804 | $320.9 萬 | 0.19% | −10−0.1% | 減碼 |
| Kidder Stephen W | 9,803 | $320.9 萬 | 0.81% | 00.0% | 不變 |
| Hartford Funds Management Co LLC | 9,801 | $320.9 萬 | 0.26% | +827+9.2% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 9,795 | $320.6 萬 | 0.57% | 00.0% | 不變 |
| Sanders Morris Harris LLC | 9,780 | $320.1 萬 | 1.86% | −8,861−47.5% | 減碼 |
| Gen-Wealth Partners Inc | 9,777 | $320.0 萬 | 0.89% | +511+5.5% | 加碼 |
| Applied Capital LLC | 9,771 | $319.8 萬 | 2.14% | −10−0.1% | 減碼 |
| Vaquero Private Wealth, Ltd | 9,767 | $319.7 萬 | 0.66% | +9,767 | 新進 |
| First County Bank | 9,744 | $319.0 萬 | 1.50% | +1,156+13.5% | 加碼 |
| Bannerstone Capital Management, LLC | 9,720 | $318.2 萬 | 2.68% | −30.0% | 減碼 |
| First Command Advisory Services, Inc. | 9,714 | $318.0 萬 | 0.02% | −1,901−16.4% | 減碼 |
| Legacy Bridge, LLC | 9,712 | $317.9 萬 | 0.98% | 00.0% | 不變 |
| Evergreen Wealth Management, LLC | 9,704 | $317.6 萬 | 1.49% | +1,457+17.7% | 加碼 |
| TKG Advisors, LLC | 9,667 | $316.4 萬 | 1.10% | +534+5.8% | 加碼 |
| GoalVest Advisory LLC | 9,656 | $316.1 萬 | 0.59% | −4,676−32.6% | 減碼 |
| Notis-McConarty Edward | 9,628 | $315.2 萬 | 1.36% | 00.0% | 不變 |
| Wealthquest Corp | 9,622 | $315.0 萬 | 0.20% | +558+6.2% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 9,602 | $314.3 萬 | 1.05% | +491+5.4% | 加碼 |
| Woodard & Co Asset Management Group Inc | 9,594 | $314.0 萬 | 0.45% | +363+3.9% | 加碼 |
| Reik & Co., LLC | 9,590 | $313.9 萬 | 0.82% | 00.0% | 不變 |
| De Burlo Group Inc | 9,581 | $313.6 萬 | 0.57% | +10.0% | 加碼 |
| First Citizens Financial Corp | 9,571 | $313.3 萬 | 1.31% | −305−3.1% | 減碼 |
| Ducere Wealth Management LLC | 9,545 | $312.4 萬 | 0.94% | +112+1.2% | 加碼 |
| Sunbeam Capital Management, LLC | 9,542 | $312.3 萬 | 1.43% | +214+2.3% | 加碼 |
| Mosaic Financial Group, LLC | 9,540 | $312.3 萬 | 2.00% | +301+3.3% | 加碼 |
| First Bank & Trust | 9,538 | $312.2 萬 | 0.46% | −80−0.8% | 減碼 |
| Bullock Wealth Management Group | 9,341 | $312.1 萬 | 1.35% | +1,856+24.8% | 加碼 |
| South Street Advisors LLC | 9,518 | $311.6 萬 | 0.41% | 00.0% | 不變 |
| Quantum Financial Advisors, LLC | 9,511 | $311.3 萬 | 0.31% | +180+1.9% | 加碼 |
| HMS Capital Management, LLC | 9,506 | $311.2 萬 | 1.16% | −147−1.5% | 減碼 |
| Grant Private Wealth Management Inc | 9,490 | $310.6 萬 | 1.31% | +512+5.7% | 加碼 |
| Keudell/Morrison Wealth Management | 9,490 | $310.6 萬 | 0.59% | +16+0.2% | 加碼 |
| Trillium Asset Management, LLC | 9,482 | $310.4 萬 | 0.10% | −124−1.3% | 減碼 |
| Spreng Capital Management, Inc. | 9,476 | $310.2 萬 | 1.13% | +33+0.3% | 加碼 |
| Kapstone Financial Advisors LLC | 9,463 | $309.8 萬 | 1.30% | +313+3.4% | 加碼 |
| High Net Worth Advisory Group LLC | 9,458 | $309.6 萬 | 0.66% | +41+0.4% | 加碼 |
| Vivid Wealth Management, LLC | 9,453 | $309.4 萬 | 1.09% | −52−0.5% | 減碼 |
| Inman Jager Wealth Management, LLC | 9,452 | $309.4 萬 | 1.65% | +784+9.0% | 加碼 |
| Powell Investment Advisors, LLC | 9,451 | $309.4 萬 | 0.98% | −402−4.1% | 減碼 |
| P.A.W. Capital Corp | 9,445 | $309.2 萬 | 2.37% | −1,145−10.8% | 減碼 |
| Weil Company, Inc. | 9,436 | $308.9 萬 | 0.54% | −3,409−26.5% | 減碼 |
| Calton & Associates, Inc. | 9,436 | $308.9 萬 | 0.45% | −2,216−19.0% | 減碼 |
| Terril Brothers, Inc. | 9,425 | $308.5 萬 | 0.80% | 00.0% | 不變 |
| Cadia Private Client LLC | 9,403 | $307.8 萬 | 2.21% | +40.0% | 加碼 |
| Alexander Randolph Advisory, Inc. | 9,385 | $307.2 萬 | 2.53% | −772−7.6% | 減碼 |
| Financial Management Network Inc | 8,995 | $306.8 萬 | 0.44% | +97+1.1% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 9,370 | $306.7 萬 | 1.66% | −125−1.3% | 減碼 |