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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 8,533 | $279.3 萬 | 0.37% | −393−4.4% | 減碼 |
| First National Bank & Trust Co of Newtown | 7,921 | $278.6 萬 | 0.57% | −8−0.1% | 減碼 |
| Verum Partners LLC | 8,511 | $278.6 萬 | 0.42% | +1,852+27.8% | 加碼 |
| Capital Management Associates | 8,500 | $278.2 萬 | 3.58% | 00.0% | 不變 |
| Curtis Advisory Group, LLC | 8,500 | $278.2 萬 | 0.54% | 00.0% | 不變 |
| Bouchey Financial Group Ltd | 8,495 | $278.1 萬 | 0.18% | +172+2.1% | 加碼 |
| Transamerica Financial Advisors, Inc. | 8,488 | $277.8 萬 | 0.24% | +711+9.1% | 加碼 |
| Rodgers Brothers Inc. | 8,478 | $277.5 萬 | 0.27% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 8,476 | $277.4 萬 | 1.06% | +283+3.5% | 加碼 |
| Matrix Private Capital Group LLC | 8,470 | $277.2 萬 | 1.21% | +11+0.1% | 加碼 |
| Icapital Wealth LLC | 8,462 | $277.0 萬 | 1.55% | 00.0% | 不變 |
| Johnson Financial Group, LLC | 8,455 | $276.7 萬 | 0.15% | +2,697+46.8% | 加碼 |
| Keystone Wealth Services, LLC | 8,437 | $276.2 萬 | 0.51% | +270+3.3% | 加碼 |
| Lazari Capital Management, Inc. | 8,427 | $275.8 萬 | 0.85% | −79−0.9% | 減碼 |
| Citadel Investment Advisory, Inc. | 8,422 | $275.7 萬 | 1.25% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 8,406 | $275.1 萬 | 0.26% | −6,551−43.8% | 減碼 |
| 111 Capital | 8,402 | $275.0 萬 | 0.47% | +2,645+45.9% | 加碼 |
| South Plains Financial, Inc. | 8,399 | $274.9 萬 | 1.48% | +999+13.5% | 加碼 |
| Ethos Capital Management, Inc. | 8,398 | $274.9 萬 | 1.96% | +2,339+38.6% | 加碼 |
| Roxbury Financial LLC | 8,385 | $274.5 萬 | 2.17% | +68+0.8% | 加碼 |
| Samalin Investment Counsel, LLC | 8,381 | $274.3 萬 | 0.88% | −220−2.6% | 減碼 |
| Bay Capital Advisors, LLC | 8,380 | $274.3 萬 | 1.47% | −18−0.2% | 減碼 |
| Cypress Capital Management LLC (WY) | 8,379 | $274.3 萬 | 2.29% | −12−0.1% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 8,372 | $274.0 萬 | 0.68% | −967−10.4% | 減碼 |
| WMS Group LLC | 8,364 | $273.8 萬 | 3.53% | −396−4.5% | 減碼 |
| Income Insurance Ltd | 8,359 | $273.6 萬 | 1.63% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 8,355 | $273.5 萬 | 0.15% | +907+12.2% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 8,351 | $273.3 萬 | 0.33% | −130−1.5% | 減碼 |
| Strait & Sound Wealth Management LLC | 8,348 | $273.3 萬 | 0.96% | −733−8.1% | 減碼 |
| Orrstown Financial Services Inc | 8,327 | $272.6 萬 | 0.40% | −268−3.1% | 減碼 |
| Eaton Financial Holdings Company, LLC | 8,323 | $272.4 萬 | 0.75% | +320+4.0% | 加碼 |
| Milestone Asset Management, LLC | 8,308 | $271.9 萬 | 0.43% | +1,888+29.4% | 加碼 |
| Waterfront Wealth Inc. | 8,082 | $271.9 萬 | 0.42% | −16−0.2% | 減碼 |
| Root Financial Partners, LLC | 8,305 | $271.9 萬 | 0.11% | +866+11.6% | 加碼 |
| Deane Retirement Strategies, Inc. | 8,280 | $271.1 萬 | 1.15% | +8,280 | 新進 |
| Corrado Advisors, LLC | 8,281 | $271.1 萬 | 1.25% | −33−0.4% | 減碼 |
| Baker Tilly Wealth Management, LLC | 8,273 | $270.8 萬 | 0.58% | −86−1.0% | 減碼 |
| Cheviot Value Management, LLC | 8,273 | $270.8 萬 | 0.28% | +100+1.2% | 加碼 |
| Southeast Asset Advisors Inc. | 8,269 | $270.7 萬 | 0.27% | +20.0% | 加碼 |
| Stableford Capital II LLC | 8,265 | $270.5 萬 | 0.94% | −194−2.3% | 減碼 |
| Old Point Trust & Financial Services N A | 8,261 | $270.4 萬 | 0.82% | +695+9.2% | 加碼 |
| West Family Investments, Inc. | 8,256 | $270.2 萬 | 0.78% | +3,955+92.0% | 加碼 |
| Farrow Financial Inc. | 8,252 | $270.1 萬 | 1.44% | +110+1.4% | 加碼 |
| Mendel Money Management | 8,250 | $270.0 萬 | 0.99% | −231−2.7% | 減碼 |
| QTR Family Wealth, LLC | 8,244 | $269.9 萬 | 0.94% | +978+13.5% | 加碼 |
| Wrapmanager Inc | 8,244 | $269.9 萬 | 0.84% | −105−1.3% | 減碼 |
| Northstar Advisory Group, LLC | 8,236 | $269.6 萬 | 0.84% | −415−4.8% | 減碼 |
| Physicians Financial Services, Inc. | 8,232 | $269.5 萬 | 0.67% | 00.0% | 不變 |
| Wealth Group, Ltd. | 8,232 | $269.5 萬 | 0.67% | +3,686+81.1% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 8,229 | $269.4 萬 | 0.78% | −30−0.4% | 減碼 |
| Gilman Hill Asset Management, LLC | 8,202 | $268.5 萬 | 0.37% | +458+5.9% | 加碼 |
| Net Worth Advisory Group | 8,187 | $268.0 萬 | 0.68% | −553−6.3% | 減碼 |
| First Heartland Consultants, Inc. | 8,168 | $267.4 萬 | 0.17% | +193+2.4% | 加碼 |
| Gilbert & Cook, Inc. | 8,168 | $267.3 萬 | 0.31% | +26+0.3% | 加碼 |
| Seeds Investor LLC | 8,159 | $267.1 萬 | 0.27% | +1,002+14.0% | 加碼 |
| Birchbrook, Inc. | 8,157 | $267.0 萬 | 1.25% | −693−7.8% | 減碼 |
| Eagle Wealth Strategies LLC | 8,148 | $266.7 萬 | 1.02% | +6+0.1% | 加碼 |
| Balance Wealth, LLC | 8,145 | $266.6 萬 | 0.71% | +834+11.4% | 加碼 |
| Asset Advisory Group, Inc. | 8,142 | $266.5 萬 | 1.16% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 8,131 | $266.1 萬 | 0.29% | +196+2.5% | 加碼 |
| Midway Capital Research & Management | 8,122 | $265.9 萬 | 2.11% | +72+0.9% | 加碼 |
| 626 Financial, LLC | 8,117 | $265.7 萬 | 1.04% | −95−1.2% | 減碼 |
| Anb Bank | 8,101 | $265.2 萬 | 0.99% | −221−2.7% | 減碼 |
| Commons Capital, LLC | 8,098 | $265.1 萬 | 1.85% | +101+1.3% | 加碼 |
| Saiph Capital, LLC | 8,098 | $265.1 萬 | 0.79% | +493+6.5% | 加碼 |
| Tudor Financial Inc. | 8,097 | $265.0 萬 | 1.19% | −33−0.4% | 減碼 |
| Fortem Financial Group, LLC | 8,070 | $264.1 萬 | 0.54% | −749−8.5% | 減碼 |
| Lantz Financial LLC | 8,068 | $264.1 萬 | 0.48% | −15−0.2% | 減碼 |
| Warm Springs Advisors Inc. | 8,067 | $264.1 萬 | 1.83% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,058 | $263.8 萬 | 0.96% | +1,872+30.3% | 加碼 |
| Ruggiero Investments, Inc. | 8,058 | $263.8 萬 | 2.24% | −3,523−30.4% | 減碼 |
| Centerpoint Advisory Group | 8,041 | $263.2 萬 | 1.67% | −538−6.3% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 8,035 | $263.0 萬 | 0.64% | −279−3.4% | 減碼 |
| Global Wealth Strategies & Associates | 8,027 | $262.7 萬 | 0.50% | +6,400+393.4% | 加碼 |
| Orion Capital Management LLC | 8,024 | $262.6 萬 | 0.82% | 00.0% | 不變 |
| Cercano Management LLC | 8,022 | $262.6 萬 | 0.35% | −20,363−71.7% | 減碼 |
| HBW Advisory Services LLC | 8,014 | $262.3 萬 | 0.24% | +945+13.4% | 加碼 |
| McAdam, LLC | 8,014 | $262.3 萬 | 0.10% | +1,994+33.1% | 加碼 |
| Orographic Financial Advisors, LLC | 7,185 | $262.3 萬 | 1.74% | −645−8.2% | 減碼 |
| Aspen Wealth Strategies, LLC | 8,013 | $262.3 萬 | 1.27% | −42−0.5% | 減碼 |
| Summit Wealth & Retirement Planning, Inc. | 8,002 | $261.9 萬 | 0.56% | −100−1.2% | 減碼 |
| GoodHaven Capital Management, LLC | 8,000 | $261.9 萬 | 0.83% | 00.0% | 不變 |
| Patron Partners Advisors, LLC | 7,985 | $261.4 萬 | 1.00% | +1,215+17.9% | 加碼 |
| Accel Wealth Management | 7,968 | $260.8 萬 | 0.59% | −115−1.4% | 減碼 |
| Jmac Enterprises LLC | 7,956 | $260.4 萬 | 0.44% | 00.0% | 不變 |
| Stanley-Laman Group, Ltd. | 7,956 | $260.4 萬 | 0.26% | +86+1.1% | 加碼 |
| Element Wealth, LLC | 7,946 | $260.1 萬 | 0.98% | −147−1.8% | 減碼 |
| American State Bank (Iowa) | 7,939 | $259.9 萬 | 1.05% | +173+2.2% | 加碼 |
| Newbridge Financial Services Group, Inc. | 7,919 | $259.2 萬 | 0.32% | +3,966+100.3% | 加碼 |
| Kelly Lawrence W & Associates Inc | 7,903 | $258.7 萬 | 0.55% | −200−2.5% | 減碼 |
| Ti-Trust, Inc | 7,895 | $258.4 萬 | 1.39% | 00.0% | 不變 |
| Northstar Group, Inc. | 7,890 | $258.3 萬 | 0.33% | −50−0.6% | 減碼 |
| Florida Financial Advisors, LLC | 7,877 | $258.0 萬 | 0.44% | +1,043+15.3% | 加碼 |
| Tortuga Wealth Management, Inc | 7,870 | $257.6 萬 | 1.95% | −278−3.4% | 減碼 |
| Johnson & White Wealth Management, LLC | 7,866 | $257.5 萬 | 0.96% | −76−1.0% | 減碼 |
| Paulson Wealth Management Inc. | 7,845 | $256.8 萬 | 0.54% | +42+0.5% | 加碼 |
| Annandale Capital, LLC | 7,842 | $256.7 萬 | 0.38% | 00.0% | 不變 |
| Security National Bank of So Dak | 7,839 | $256.6 萬 | 1.18% | −1,597−16.9% | 減碼 |
| Alliance Private Wealth, LLC | 7,833 | $256.4 萬 | 0.89% | −410−5.0% | 減碼 |
| Brian Low Financial Group, LLC | 7,833 | $256.4 萬 | 1.50% | +1,084+16.1% | 加碼 |