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 |
|---|---|---|---|---|---|
| Baron Wealth Management LLC | 6,315 | $206.7 萬 | 0.54% | +155+2.5% | 加碼 |
| SJS Investment Consulting Inc. | 6,304 | $206.4 萬 | 0.22% | +123+2.0% | 加碼 |
| D'Orazio & Associates, Inc. | 6,303 | $206.3 萬 | 0.24% | +20+0.3% | 加碼 |
| Rosenberg Matthew Hamilton | 6,292 | $206.0 萬 | 0.38% | +133+2.2% | 加碼 |
| Aventura Private Wealth, LLC | 6,291 | $205.9 萬 | 0.63% | +955+17.9% | 加碼 |
| Keynote Financial Services LLC | 6,289 | $205.9 萬 | 0.96% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 6,281 | $205.6 萬 | 0.42% | 00.0% | 不變 |
| Wilkerson Advisory Group LLC | 6,279 | $205.5 萬 | 0.63% | +149+2.4% | 加碼 |
| Alchemi Wealth, LLC | 6,275 | $205.4 萬 | 0.96% | +307+5.1% | 加碼 |
| Knollwood Investment Advisory, LLC | 6,273 | $205.3 萬 | 0.18% | 00.0% | 不變 |
| Rogco, LP | 6,268 | $205.2 萬 | 0.63% | −11−0.2% | 減碼 |
| Birchcreek Wealth Management, LLC | 6,262 | $205.0 萬 | 0.80% | +541+9.5% | 加碼 |
| Fielder Capital Group LLC | 6,258 | $204.8 萬 | 0.44% | +38+0.6% | 加碼 |
| New England Research & Management, Inc. | 6,251 | $204.6 萬 | 0.80% | −725−10.4% | 減碼 |
| West Bancorporation Inc | 6,244 | $204.4 萬 | 0.87% | −356−5.4% | 減碼 |
| Kingdom Financial Group LLC. | 6,234 | $204.0 萬 | 0.52% | −214−3.3% | 減碼 |
| Bingham Private Wealth, LLC | 6,230 | $203.9 萬 | 1.40% | +59+1.0% | 加碼 |
| Sippican Capital Advisors | 6,230 | $203.9 萬 | 1.24% | −15−0.2% | 減碼 |
| Powers Advisory Group, LLC | 6,227 | $203.8 萬 | 0.64% | −60−1.0% | 減碼 |
| AGH Wealth Advisors, LLC | 6,219 | $203.6 萬 | 1.28% | +256+4.3% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 6,215 | $203.4 萬 | 0.00% | +400+6.9% | 加碼 |
| Guardian Investment Management | 6,210 | $203.3 萬 | 1.39% | −743−10.7% | 減碼 |
| Frazier Financial Advisors, LLC | 6,202 | $203.0 萬 | 1.03% | −374−5.7% | 減碼 |
| Capstone Triton Financial Group, LLC | 6,202 | $203.0 萬 | 1.17% | +6,202 | 新進 |
| Virtu Financial LLC | 6,202 | $203.0 萬 | 0.06% | +6,202 | 新進 |
| Hofer & Associates. Inc | 6,190 | $202.6 萬 | 0.98% | +195+3.3% | 加碼 |
| Capital Square, LLC | 6,020 | $202.6 萬 | 0.89% | −44−0.7% | 減碼 |
| Colonial River Wealth Management, LLC | 6,187 | $202.5 萬 | 0.58% | −408−6.2% | 減碼 |
| Darden Wealth Group Inc | 6,181 | $202.3 萬 | 0.80% | +336+5.7% | 加碼 |
| BayBridge Capital Group, LLC | 6,179 | $202.3 萬 | 1.05% | +455+7.9% | 加碼 |
| Arbor Capital Management Inc | 5,978 | $202.0 萬 | 1.99% | −721−10.8% | 減碼 |
| Guardian Asset Advisors, LLC | 6,156 | $202.0 萬 | 0.93% | +1,318+27.2% | 加碼 |
| CM Wealth Advisors LLC | 6,163 | $201.7 萬 | 0.36% | +142+2.4% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 6,160 | $201.6 萬 | 0.39% | −15−0.2% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 6,155 | $201.5 萬 | 0.63% | 00.0% | 不變 |
| Financial Partners Group, Inc | 6,143 | $201.1 萬 | 0.20% | −26−0.4% | 減碼 |
| Bluedoor Private Wealth, LLC | 6,137 | $200.9 萬 | 0.85% | +16+0.3% | 加碼 |
| Bull Harbor Capital LLC | 6,136 | $200.8 萬 | 0.39% | +1,928+45.8% | 加碼 |
| PUREfi Wealth, LLC | 6,131 | $200.7 萬 | 1.10% | +322+5.5% | 加碼 |
| Ark Wealth Advisors LLC | 6,123 | $200.4 萬 | 1.78% | +502+8.9% | 加碼 |
| Willow Creek Capital Management, Inc. | 6,122 | $200.4 萬 | 1.95% | +6,122 | 新進 |
| EJMK Ventures LLC | 6,119 | $200.3 萬 | 0.91% | −1,141−15.7% | 減碼 |
| St. Clair Advisors, LLC | 6,116 | $200.2 萬 | 0.52% | 00.0% | 不變 |
| Garrett Wealth Advisory Group, LLC | 6,116 | $200.2 萬 | 0.31% | −280−4.4% | 減碼 |
| Sentry LLC | 6,101 | $199.7 萬 | 0.56% | 00.0% | 不變 |
| Tandem Investment Partners LLC | 6,095 | $199.5 萬 | 1.54% | −320−5.0% | 減碼 |
| JM2 Capital Inc. | 6,086 | $199.2 萬 | 1.37% | −66−1.1% | 減碼 |
| City National Bank of Florida | 6,085 | $199.2 萬 | 0.84% | +1,624+36.4% | 加碼 |
| REYL & Cie S.A. | 6,750 | $199.1 萬 | 2.30% | +6,750 | 新進 |
| New World Advisors LLC | 6,080 | $199.0 萬 | 0.34% | +775+14.6% | 加碼 |
| Dutch Asset Corp | 6,076 | $198.9 萬 | 0.99% | +292+5.0% | 加碼 |
| Systematic Financial Management LP | 6,075 | $198.9 萬 | 0.04% | 00.0% | 不變 |
| Gould Asset Management LLC | 6,064 | $198.5 萬 | 0.31% | +163+2.8% | 加碼 |
| Delta Investment Management, LLC | 6,049 | $198.0 萬 | 0.33% | −83−1.4% | 減碼 |
| Hamrick Investment Counsel, llc | 6,042 | $197.8 萬 | 1.31% | −314−4.9% | 減碼 |
| Bay Rivers Group | 6,041 | $197.7 萬 | 0.68% | 00.0% | 不變 |
| Diligent Investors, LLC | 6,037 | $197.6 萬 | 0.44% | +49+0.8% | 加碼 |
| Birmingham Capital Management Co Inc | 6,035 | $197.5 萬 | 0.75% | 00.0% | 不變 |
| Spectrum Strategic Capital Management, LLC | 6,016 | $196.9 萬 | 0.98% | +294+5.1% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 6,016 | $196.9 萬 | 0.95% | −851−12.4% | 減碼 |
| Intercapital, LLC | 6,000 | $196.4 萬 | 0.86% | −2,000−25.0% | 減碼 |
| Richardson Financial Services Inc. | 5,983 | $195.8 萬 | 1.11% | +491+8.9% | 加碼 |
| Moller Financial Services | 5,978 | $195.7 萬 | 0.35% | −3−0.1% | 減碼 |
| Cascade Investment Group, Inc. | 5,961 | $195.1 萬 | 1.09% | −23−0.4% | 減碼 |
| Alpha Family Trust | 5,950 | $194.8 萬 | 0.78% | 00.0% | 不變 |
| Seamount Financial Group Inc | 5,938 | $194.4 萬 | 0.78% | −47−0.8% | 減碼 |
| Madison Wealth Partners, Inc | 5,929 | $194.1 萬 | 0.25% | +780+15.1% | 加碼 |
| Deseret Mutual Benefit Administrators | 5,925 | $193.9 萬 | 0.63% | −581−8.9% | 減碼 |
| McDonough Capital Management, Inc | 5,912 | $193.5 萬 | 0.97% | +360+6.5% | 加碼 |
| Investment Partners Asset Management, Inc. | 5,911 | $193.5 萬 | 1.08% | +5+0.1% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 5,901 | $193.2 萬 | 0.92% | +68+1.2% | 加碼 |
| Ridge Creek Global, Inc | 5,890 | $192.8 萬 | 1.50% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 5,885 | $192.6 萬 | 0.51% | +5,885 | 新進 |
| Investment House LLC | 5,881 | $192.5 萬 | 0.09% | −6,266−51.6% | 減碼 |
| BCJ Capital Management, LLC | 5,880 | $192.5 萬 | 0.10% | +560+10.5% | 加碼 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 5,870 | $192.2 萬 | 0.66% | +5,870 | 新進 |
| Oak Barrel Wealth Advisory LLC | 5,865 | $192.0 萬 | 0.85% | +5,865 | 新進 |
| Tennessee Valley Asset Management Partners | 5,847 | $191.4 萬 | 0.21% | +105+1.8% | 加碼 |
| Cassia Capital Partners, LLC | 5,836 | $191.0 萬 | 0.93% | −21−0.4% | 減碼 |
| Stonekeep Investments, LLC | 5,832 | $190.9 萬 | 1.11% | +1,877+47.5% | 加碼 |
| Shakespeare Wealth Management, Inc. | 5,821 | $190.5 萬 | 0.50% | −51−0.9% | 減碼 |
| Blue Jean Financial LLC | 5,815 | $190.3 萬 | 1.32% | −107−1.8% | 減碼 |
| Hurley Capital, LLC | 5,810 | $190.2 萬 | 0.99% | +114+2.0% | 加碼 |
| Evolution Wealth Advisors, LLC | 5,806 | $190.0 萬 | 0.22% | −559−8.8% | 減碼 |
| Olistico Wealth, LLC | 5,795 | $189.7 萬 | 0.81% | −262−4.3% | 減碼 |
| Sendero Wealth Management, LLC | 5,790 | $189.5 萬 | 0.19% | −24−0.4% | 減碼 |
| Willner & Heller, LLC | 5,762 | $188.6 萬 | 1.18% | +35+0.6% | 加碼 |
| Portland Investment Counsel Inc. | 5,752 | $188.3 萬 | 0.53% | 00.0% | 不變 |
| Summit Wealth Group LLC | 5,743 | $188.0 萬 | 0.16% | +864+17.7% | 加碼 |
| Peoples Bank | 5,740 | $187.9 萬 | 1.83% | −390−6.4% | 減碼 |
| Gerber, LLC | 5,730 | $187.6 萬 | 0.88% | +5+0.1% | 加碼 |
| Oak Grove Capital LLC | 5,719 | $187.2 萬 | 0.14% | −1,281−18.3% | 減碼 |
| A4 Wealth Advisors LLC | 5,712 | $187.0 萬 | 1.26% | +531+10.2% | 加碼 |
| Evernest Financial Advisors, LLC | 5,706 | $186.8 萬 | 0.39% | +320+5.9% | 加碼 |
| Bridgewealth Advisory Group, LLC | 5,703 | $186.7 萬 | 0.35% | −11−0.2% | 減碼 |
| DB&C Advisors, LLC | 5,702 | $186.7 萬 | 2.02% | +16+0.3% | 加碼 |
| Navis Wealth Advisors, LLC | 5,687 | $186.1 萬 | 0.71% | −433−7.1% | 減碼 |
| Independent Solutions Wealth Management, LLC | 5,680 | $185.9 萬 | 0.24% | −4,443−43.9% | 減碼 |
| Fairvoy Private Wealth, LLC | 5,679 | $185.9 萬 | 0.38% | +500+9.7% | 加碼 |
| RMR Capital Management, LLC | 5,677 | $185.8 萬 | 1.28% | 00.0% | 不變 |