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 |
|---|---|---|---|---|---|
| Walled Lake Planning & Wealth Management, LLC | 7,831 | $256.3 萬 | 0.65% | +24+0.3% | 加碼 |
| Regent Peak Wealth Advisors LLC | 7,828 | $256.2 萬 | 0.47% | +245+3.2% | 加碼 |
| MBA Advisors LLC | 7,825 | $256.1 萬 | 0.87% | −54−0.7% | 減碼 |
| Total Wealth Planning & Management, Inc. | 7,819 | $255.9 萬 | 1.86% | +284+3.8% | 加碼 |
| Northwest Wealth Management, LLC | 7,818 | $255.9 萬 | 0.34% | +45+0.6% | 加碼 |
| Syntax Research, Inc. | 7,806 | $255.5 萬 | 1.87% | +54+0.7% | 加碼 |
| Cornerstone Planning Group LLC | 7,337 | $255.5 萬 | 0.32% | −21−0.3% | 減碼 |
| COFG Advisors, LLC | 7,798 | $255.2 萬 | 0.44% | +2,510+47.5% | 加碼 |
| Lodestar Private Asset Management LLC | 7,792 | $255.1 萬 | 0.22% | +1,854+31.2% | 加碼 |
| Sather Financial Group Inc | 7,789 | $255.0 萬 | 0.15% | +482+6.6% | 加碼 |
| Mirabaud Asset Management Ltd | 7,738 | $254.9 萬 | 2.12% | −21,759−73.8% | 減碼 |
| Syntegra Private Wealth Group, LLC | 7,772 | $254.4 萬 | 0.20% | +297+4.0% | 加碼 |
| Holistic Planning, LLC | 7,770 | $254.3 萬 | 0.40% | +159+2.1% | 加碼 |
| Eukles Asset Management | 7,770 | $254.3 萬 | 1.05% | +142+1.9% | 加碼 |
| Dala Group, LLC | 7,756 | $253.9 萬 | 2.09% | −478−5.8% | 減碼 |
| Palacios Wealth Management, LLC | 7,754 | $253.8 萬 | 1.50% | −15−0.2% | 減碼 |
| W Advisors, LLC | 7,746 | $253.6 萬 | 1.15% | −26−0.3% | 減碼 |
| Eley Financial Management, Inc | 7,726 | $252.9 萬 | 0.82% | −238−3.0% | 減碼 |
| KRS Capital Management, LLC | 7,713 | $252.5 萬 | 1.18% | +39+0.5% | 加碼 |
| Howard Financial Services, Ltd. | 7,710 | $252.4 萬 | 0.25% | +551+7.7% | 加碼 |
| PFC Capital Group, Inc. | 7,710 | $252.3 萬 | 0.97% | −141−1.8% | 減碼 |
| Blue Line Capital, LLC | 7,706 | $252.2 萬 | 2.18% | +2,441+46.4% | 加碼 |
| Defined Wealth Management, LLC | 7,705 | $252.2 萬 | 1.30% | +71+0.9% | 加碼 |
| Castle Wealth Management LLC | 7,701 | $252.1 萬 | 0.75% | +52+0.7% | 加碼 |
| Trust Co of the South | 7,701 | $252.1 萬 | 0.35% | −5−0.1% | 減碼 |
| Mason & Associates Inc | 7,696 | $251.9 萬 | 0.41% | −71−0.9% | 減碼 |
| Menard Financial Group LLC | 7,688 | $251.6 萬 | 1.37% | +902+13.3% | 加碼 |
| Miller Financial Services LLC | 7,673 | $251.2 萬 | 2.03% | +7,673 | 新進 |
| Oakwell Private Wealth Management, LLC | 7,670 | $251.1 萬 | 0.42% | −876−10.3% | 減碼 |
| O'Brien Greene & Co. Inc | 7,668 | $251.0 萬 | 0.69% | −973−11.3% | 減碼 |
| Kirtland Hills Capital Management, LLC | 7,665 | $250.9 萬 | 0.71% | +776+11.3% | 加碼 |
| BXM Wealth LLC | 7,659 | $250.7 萬 | 1.36% | +985+14.8% | 加碼 |
| Pacific Capital Partners Ltd | 7,622 | $249.5 萬 | 2.16% | +3,722+95.4% | 加碼 |
| Kozak & Associates, Inc. | 7,459 | $249.2 萬 | 0.43% | +40+0.5% | 加碼 |
| ZEGA Investments, LLC | 7,609 | $249.1 萬 | 0.42% | −8,741−53.5% | 減碼 |
| Riverbend Wealth Management, LLC | 7,606 | $249.0 萬 | 1.27% | +378+5.2% | 加碼 |
| Wealth Dimensions Group, Ltd. | 7,596 | $248.6 萬 | 0.45% | −17−0.2% | 減碼 |
| Genus Capital Management Inc. | 7,592 | $248.5 萬 | 0.24% | −1,900−20.0% | 減碼 |
| Vista Capital Partners, Inc. | 7,589 | $248.4 萬 | 0.22% | +52+0.7% | 加碼 |
| Petros Family Wealth, LLC | 7,566 | $247.7 萬 | 1.52% | +110+1.5% | 加碼 |
| CPA Asset Management LLC | 7,561 | $247.5 萬 | 0.71% | +158+2.1% | 加碼 |
| CFO4Life Group, LLC | 7,557 | $247.4 萬 | 0.33% | +69+0.9% | 加碼 |
| Advus Financial Partners, LLC | 7,541 | $246.8 萬 | 0.70% | +6,702+798.8% | 加碼 |
| First National Bank Sioux Falls | 7,954 | $246.5 萬 | 0.67% | 00.0% | 不變 |
| Integrated Quantitative Investments LLC | 7,529 | $246.4 萬 | 0.40% | −3,552−32.1% | 減碼 |
| Hexagon Capital Partners LLC | 7,528 | $246.4 萬 | 0.35% | +922+14.0% | 加碼 |
| Karras Company, Inc. | 7,518 | $246.1 萬 | 2.23% | −36−0.5% | 減碼 |
| Phillips Wealth Planners LLC | 7,254 | $246.1 萬 | 1.81% | +13+0.2% | 加碼 |
| WJ Financial Advisors LLC | 7,517 | $246.1 萬 | 1.81% | 00.0% | 不變 |
| May Hill Capital, LLC | 7,496 | $245.4 萬 | 0.51% | +403+5.7% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 7,494 | $245.3 萬 | 2.20% | −9−0.1% | 減碼 |
| Tortoise Investment Management, LLC | 7,492 | $245.2 萬 | 0.18% | +146+2.0% | 加碼 |
| Thrive Wealth Management, LLC | 7,467 | $244.4 萬 | 0.31% | +10.0% | 加碼 |
| Intrua Financial, LLC | 7,463 | $244.3 萬 | 0.23% | +166+2.3% | 加碼 |
| Altus Wealth Group LLC | 7,445 | $243.7 萬 | 0.88% | +244+3.4% | 加碼 |
| Moment Partners, LLC | 7,442 | $243.6 萬 | 0.44% | +75+1.0% | 加碼 |
| Forty-three Eighteen Advisors, LLC | 7,437 | $243.4 萬 | 1.64% | −11,424−60.6% | 減碼 |
| BlueCrest Capital Management Ltd | 7,434 | $243.3 萬 | 0.10% | −44,758−85.8% | 減碼 |
| McLean Asset Management Corp | 6,908 | $243.0 萬 | 0.32% | +97+1.4% | 加碼 |
| General Partner, Inc. | 7,422 | $242.9 萬 | 1.31% | 00.0% | 不變 |
| Five Oceans Advisors | 7,409 | $242.5 萬 | 0.78% | −8−0.1% | 減碼 |
| Forteris Wealth Management Inc. | 7,403 | $242.3 萬 | 1.98% | −117−1.6% | 減碼 |
| Thompson David Blair | 7,402 | $242.3 萬 | 1.21% | +650+9.6% | 加碼 |
| R.H. Investment Group, LLC | 7,390 | $241.9 萬 | 1.82% | 00.0% | 不變 |
| Garrison Point Advisors, LLC | 7,371 | $241.3 萬 | 0.98% | −30−0.4% | 減碼 |
| 5th Street Advisors, LLC | 7,362 | $241.0 萬 | 0.93% | 00.0% | 不變 |
| GWN Securities Inc. | 7,361 | $241.0 萬 | 0.40% | +249+3.5% | 加碼 |
| BHK Investment Advisors, LLC | 7,361 | $240.9 萬 | 0.72% | −174−2.3% | 減碼 |
| Atticus Wealth Management, LLC | 7,354 | $240.7 萬 | 0.57% | −59−0.8% | 減碼 |
| Fortress Private Ledger, LLC | 7,347 | $240.5 萬 | 0.66% | +442+6.4% | 加碼 |
| Cannon Advisors, Inc. | 6,989 | $239.6 萬 | 1.46% | −5,502−44.0% | 減碼 |
| Vantus Wealth LLC | 7,315 | $239.4 萬 | 1.28% | +7,315 | 新進 |
| Onefund, LLC | 7,303 | $239.0 萬 | 1.36% | −177−2.4% | 減碼 |
| Altman Advisors, Inc. | 7,290 | $238.6 萬 | 0.86% | −84−1.1% | 減碼 |
| Plante Moran Financial Advisors, LLC | 7,276 | $238.2 萬 | 0.11% | −1,689−18.8% | 減碼 |
| Wincap Financial LLC | 7,273 | $238.1 萬 | 1.29% | −57−0.8% | 減碼 |
| Hendershot Investments Inc. | 7,263 | $237.7 萬 | 0.31% | 00.0% | 不變 |
| Sutton Place Investors LLC | 7,261 | $237.7 萬 | 1.15% | +24+0.3% | 加碼 |
| Ames National Corp | 7,255 | $237.5 萬 | 1.31% | −150−2.0% | 減碼 |
| Sterling Wealth Management, Inc. | 7,228 | $236.6 萬 | 0.59% | 00.0% | 不變 |
| bLong Financial, LLC | 7,225 | $236.5 萬 | 1.54% | −100−1.4% | 減碼 |
| Shepherd Street Advisors LLC | 6,815 | $236.4 萬 | 2.07% | 00.0% | 不變 |
| McNaughton Wealth Management, LLC | 7,222 | $236.4 萬 | 0.84% | +406+6.0% | 加碼 |
| Heartwood Wealth Advisors LLC | 7,210 | $236.0 萬 | 0.18% | −94−1.3% | 減碼 |
| Nabity-Jensen Investment Management Inc | 7,210 | $236.0 萬 | 1.45% | 00.0% | 不變 |
| Fjell Capital, LLC | 7,209 | $236.0 萬 | 1.61% | +428+6.3% | 加碼 |
| Elser Financial Planning, Inc | 7,205 | $235.8 萬 | 0.10% | −748−9.4% | 減碼 |
| Cladis Investment Advisory, LLC | 7,203 | $235.8 萬 | 1.10% | 00.0% | 不變 |
| TFC Financial Management | 7,198 | $235.6 萬 | 0.26% | +426+6.3% | 加碼 |
| McGuire Capital Advisors Inc | 7,198 | $235.6 萬 | 1.29% | +576+8.7% | 加碼 |
| Sun Financial Inc | 6,529 | $234.9 萬 | 1.11% | +264+4.2% | 加碼 |
| Promethium Advisors,llc | 7,174 | $234.8 萬 | 1.13% | −550−7.1% | 減碼 |
| Caldwell Sutter Capital, Inc. | 7,167 | $234.6 萬 | 0.88% | −1,829−20.3% | 減碼 |
| Trust Co | 7,156 | $234.2 萬 | 0.21% | −2,714−27.5% | 減碼 |
| Penn Davis McFarland Inc | 7,150 | $234.0 萬 | 0.21% | +5,000+232.6% | 加碼 |
| Sustainable Insight Capital Management, LLC | 7,147 | $233.9 萬 | 1.00% | −9,510−57.1% | 減碼 |
| CWC Advisors, LLC. | 7,147 | $233.9 萬 | 1.04% | +5,491+331.6% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 7,132 | $233.5 萬 | 0.16% | −12−0.2% | 減碼 |
| Up Strategic Wealth Investment Advisors LLC | 6,494 | $233.3 萬 | 1.39% | 00.0% | 不變 |
| Gilpin Wealth Management, LLC | 7,127 | $233.3 萬 | 1.61% | −179−2.5% | 減碼 |