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 |
|---|---|---|---|---|---|
| Armor Investment Advisors, LLC | 7,122 | $233.1 萬 | 0.75% | −242−3.3% | 減碼 |
| My Purposeful Wealth Corp. | 7,118 | $233.0 萬 | 0.44% | +4,908+222.1% | 加碼 |
| Solidarilty Wealth, LLC | 7,104 | $232.5 萬 | 0.40% | −4,951−41.1% | 減碼 |
| Corsicana & Co. | 7,096 | $232.3 萬 | 1.13% | +390+5.8% | 加碼 |
| Granite Islands Private Wealth, LLC | 7,120 | $232.0 萬 | 1.72% | +197+2.8% | 加碼 |
| Landmark Wealth Management, LLC | 7,086 | $231.9 萬 | 0.56% | −659−8.5% | 減碼 |
| Bluebird Wealth Management LLC | 7,066 | $231.3 萬 | 2.01% | +1,094+18.3% | 加碼 |
| Topsail Wealth Management, LLC | 7,065 | $231.3 萬 | 0.30% | +72+1.0% | 加碼 |
| Trilogy Capital Inc. | 7,052 | $230.8 萬 | 0.09% | −497−6.6% | 減碼 |
| BCV Asset Management Inc. | 6,986 | $230.6 萬 | 0.07% | +4+0.1% | 加碼 |
| JFS Wealth Advisors, LLC | 7,044 | $230.6 萬 | 0.11% | −179−2.5% | 減碼 |
| Westside Investment Management, Inc. | 7,028 | $230.0 萬 | 0.30% | +20+0.3% | 加碼 |
| Game Creek Capital, LP | 7,025 | $229.9 萬 | 0.99% | −725−9.4% | 減碼 |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,010 | $229.5 萬 | 0.92% | +294+4.4% | 加碼 |
| Buckland Partners Management Co LLC | 7,000 | $229.1 萬 | 1.12% | 00.0% | 不變 |
| Werba Rubin Papier Wealth Management | 6,999 | $229.1 萬 | 0.28% | +245+3.6% | 加碼 |
| SC&H Financial Advisors, Inc. | 6,997 | $229.0 萬 | 0.30% | +10.0% | 加碼 |
| Ruffer LLP | 7,000 | $228.9 萬 | 0.08% | 00.0% | 不變 |
| Roehl & Yi Investment Advisors, LLC | 6,977 | $228.4 萬 | 0.75% | +81+1.2% | 加碼 |
| Matrix Trust Co | 6,964 | $228.0 萬 | 0.33% | −2,366−25.4% | 減碼 |
| Argyle Capital Partners, LLC | 6,957 | $227.7 萬 | 1.43% | −23−0.3% | 減碼 |
| Potomac Fund Management Inc | 6,946 | $227.4 萬 | 0.06% | −47−0.7% | 減碼 |
| Nicholson Wealth Management Group, LLC | 6,940 | $227.2 萬 | 1.34% | +4,418+175.2% | 加碼 |
| Cahill Financial Advisors Inc | 6,916 | $226.4 萬 | 0.22% | −32−0.5% | 減碼 |
| Ewa, LLC | 6,910 | $226.2 萬 | 0.41% | +722+11.7% | 加碼 |
| Collaborative Fund Advisors, LLC | 6,906 | $226.1 萬 | 1.32% | +1,860+36.9% | 加碼 |
| Vigilare Wealth Management | 6,897 | $225.8 萬 | 0.69% | +45+0.7% | 加碼 |
| Christine Messmer PC | 6,897 | $225.8 萬 | 1.27% | +101+1.5% | 加碼 |
| Fairscale Capital, LLC | 6,876 | $225.1 萬 | 1.34% | −28−0.4% | 減碼 |
| Pacific Point Advisors, LLC | 6,874 | $225.0 萬 | 1.03% | +2,382+53.0% | 加碼 |
| Richard W. Paul & Associates, LLC | 6,858 | $224.5 萬 | 0.69% | +571+9.1% | 加碼 |
| Virtue Asset Management LLC | 6,857 | $224.4 萬 | 1.58% | +459+7.2% | 加碼 |
| Colton Groome Financial Advisors, LLC | 6,856 | $224.4 萬 | 0.54% | +522+8.2% | 加碼 |
| Talisman Wealth Advisors LLC | 6,836 | $223.8 萬 | 1.72% | +251+3.8% | 加碼 |
| Beacon Investment Advisors LLC | 6,833 | $223.7 萬 | 0.70% | +30.0% | 加碼 |
| Cascades Capital Asset Management, LLC | 6,827 | $223.5 萬 | 0.83% | +52+0.8% | 加碼 |
| Investment Research Partners LLC | 6,822 | $223.3 萬 | 0.76% | +883+14.9% | 加碼 |
| Leonteq Securities AG | 6,805 | $222.7 萬 | 0.13% | −1,911−21.9% | 減碼 |
| Winmill & Co. Inc | 6,800 | $222.6 萬 | 0.49% | 00.0% | 不變 |
| Jefferson Bridge Capital, LLC | 6,785 | $222.1 萬 | 1.92% | 00.0% | 不變 |
| Coquina Private Wealth LLC | 6,776 | $221.8 萬 | 1.51% | +13+0.2% | 加碼 |
| Symphony Financial Services, Inc. | 6,769 | $221.6 萬 | 1.00% | −218−3.1% | 減碼 |
| GTS Securities LLC | 6,769 | $221.6 萬 | 0.05% | −18,429−73.1% | 減碼 |
| Berry Wealth Group, LP | 6,766 | $221.5 萬 | 7.12% | +20+0.3% | 加碼 |
| TLWM | 6,765 | $221.4 萬 | 0.36% | −83−1.2% | 減碼 |
| Smith Thornton Advisors LLC | 6,600 | $220.8 萬 | 0.97% | +1,852+39.0% | 加碼 |
| Orca Investment Management, LLC | 6,744 | $220.8 萬 | 1.60% | −64−0.9% | 減碼 |
| LVZ Advisors, Inc. | 6,727 | $220.2 萬 | 0.22% | +227+3.5% | 加碼 |
| Almanack Investment Partners, LLC. | 6,721 | $220.0 萬 | 0.28% | +1,980+41.8% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 6,712 | $219.7 萬 | 0.07% | −10−0.1% | 減碼 |
| Carr Financial Group Corp | 6,695 | $219.1 萬 | 0.50% | +33+0.5% | 加碼 |
| Flagstone Financial Management | 6,694 | $219.1 萬 | 0.49% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 6,670 | $218.4 萬 | 0.31% | +20.0% | 加碼 |
| Sunflower Bank, N.A. | 6,671 | $218.4 萬 | 0.52% | +274+4.3% | 加碼 |
| Traveka Wealth, LLC | 6,662 | $218.1 萬 | 0.73% | −158−2.3% | 減碼 |
| Golden Reserve Retirement LLC | 6,656 | $217.9 萬 | 0.34% | +3,544+113.9% | 加碼 |
| Northstar Financial Companies, Inc. | 6,637 | $217.2 萬 | 1.46% | +606+10.0% | 加碼 |
| Legacy Capital Group California, Inc. | 6,630 | $217.0 萬 | 0.65% | −141−2.1% | 減碼 |
| HMV Wealth Advisors, LLC | 6,629 | $217.0 萬 | 0.84% | +465+7.5% | 加碼 |
| Whitaker-Myers Wealth Managers, LTD. | 6,623 | $216.8 萬 | 0.36% | +2,315+53.7% | 加碼 |
| Warner Group LLC | 6,623 | $216.8 萬 | 0.53% | +5,191+362.5% | 加碼 |
| Montis Financial, LLC | 6,620 | $216.7 萬 | 0.44% | +9+0.1% | 加碼 |
| Pflug Koory, LLC | 6,617 | $216.6 萬 | 0.87% | 00.0% | 不變 |
| Crumly & Associates Inc. | 6,613 | $216.5 萬 | 0.41% | +147+2.3% | 加碼 |
| Alhambra Investment Partners LLC | 6,611 | $216.4 萬 | 0.94% | −201−3.0% | 減碼 |
| Vega Investment Solutions | 6,597 | $215.9 萬 | 0.31% | −7,057−51.7% | 減碼 |
| Disciplined Investors, L.L.C. | 6,585 | $215.6 萬 | 1.08% | −81−1.2% | 減碼 |
| Finward Bancorp | 6,563 | $214.8 萬 | 1.63% | −30−0.5% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 6,563 | $214.8 萬 | 0.09% | +6,563 | 新進 |
| Rainier Family Wealth Inc | 6,548 | $214.3 萬 | 1.22% | −150−2.2% | 減碼 |
| CoreFirst Bank & Trust | 6,547 | $214.3 萬 | 1.07% | −155−2.3% | 減碼 |
| Cornerstone National Bank & Trust Co | 6,412 | $214.2 萬 | 0.72% | −763−10.6% | 減碼 |
| Sunburst Financial Group, LLC | 6,517 | $213.3 萬 | 0.36% | +75+1.2% | 加碼 |
| Principal Street Partners, LLC | 6,514 | $213.2 萬 | 0.31% | −44−0.7% | 減碼 |
| 55 North Private Wealth, LLC | 6,506 | $212.9 萬 | 0.42% | +861+15.3% | 加碼 |
| Armstrong, Fleming & Moore, Inc | 6,490 | $212.4 萬 | 0.70% | −1,914−22.8% | 減碼 |
| Stoneridge Investment Partners LLC | 6,027 | $212.0 萬 | 1.39% | +3,913+185.1% | 加碼 |
| Palogic Value Management, L.P. | 6,474 | $211.9 萬 | 0.75% | 00.0% | 不變 |
| Solstein Capital, LLC | 6,473 | $211.9 萬 | 0.73% | 00.0% | 不變 |
| Elevation Advisory Partners LLC | 6,242 | $211.5 萬 | 2.17% | −414−6.2% | 減碼 |
| Eagle Strategies LLC | 6,449 | $211.1 萬 | 0.21% | +810+14.4% | 加碼 |
| Wiser Advisor Group LLC | 6,433 | $210.6 萬 | 2.31% | −5−0.1% | 減碼 |
| Garde Capital, Inc. | 6,432 | $210.5 萬 | 0.09% | +1,350+26.6% | 加碼 |
| Meadowbrook Wealth Management, LLC | 6,423 | $210.2 萬 | 2.26% | −60−0.9% | 減碼 |
| Granite Harbor Advisors, Inc. | 6,413 | $209.9 萬 | 0.83% | −4−0.1% | 減碼 |
| ABLE Financial Group, LLC | 6,400 | $209.5 萬 | 0.35% | −480−7.0% | 減碼 |
| Action Point Financial Planning, LLC | 6,411 | $209.4 萬 | 0.21% | +6,411 | 新進 |
| Patriot Investment Management Inc. | 6,397 | $209.4 萬 | 0.12% | −12−0.2% | 減碼 |
| Crew Capital Management, Ltd. | 6,381 | $208.9 萬 | 1.14% | +208+3.4% | 加碼 |
| LeClair Wealth Partners LLC | 6,379 | $208.8 萬 | 1.08% | +4,813+307.3% | 加碼 |
| Miller Capital Partners, Inc. | 6,375 | $208.7 萬 | 0.82% | −17−0.3% | 減碼 |
| KilterHowling LLC | 6,371 | $208.5 萬 | 0.93% | +176+2.8% | 加碼 |
| Curated Wealth Partners LLC | 6,369 | $208.5 萬 | 0.24% | +990+18.4% | 加碼 |
| Berman McAleer LLC | 6,366 | $208.4 萬 | 0.24% | +71+1.1% | 加碼 |
| Aviso Wealth Management | 6,364 | $208.3 萬 | 0.82% | −513−7.5% | 減碼 |
| Argonautica Private Wealth Management, Inc | 6,345 | $207.7 萬 | 0.51% | +4,985+366.5% | 加碼 |
| Hickory Point Bank & Trust | 6,342 | $207.6 萬 | 1.26% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 6,337 | $207.4 萬 | 0.01% | +5,455+618.5% | 加碼 |
| Amplius Wealth Advisors, LLC | 6,336 | $207.4 萬 | 0.15% | +776+14.0% | 加碼 |
| Access Financial Services, Inc. | 6,330 | $207.2 萬 | 0.68% | −33−0.5% | 減碼 |