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 48 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 |
|---|---|---|---|---|---|
| Arwa LLC | 5,415 | $185.8 萬 | 0.77% | −396−6.8% | 減碼 |
| Capital Investment Counsel, Inc | 5,675 | $185.8 萬 | 0.20% | −8−0.1% | 減碼 |
| Crusonia Wealth Advisors LLC | 5,674 | $185.7 萬 | 0.31% | +609+12.0% | 加碼 |
| Nadler Financial Group, Inc. | 5,659 | $185.2 萬 | 0.16% | −68−1.2% | 減碼 |
| Evansbrook LLC | 5,652 | $185.0 萬 | 1.10% | −7−0.1% | 減碼 |
| Brave Warrior Advisors, LLC | 5,643 | $184.7 萬 | 0.04% | 00.0% | 不變 |
| Proffitt & Goodson Inc | 5,642 | $184.7 萬 | 0.25% | −228−3.9% | 減碼 |
| Sepio Capital, LP | 5,637 | $184.5 萬 | 0.09% | −5,403−48.9% | 減碼 |
| One + One Wealth Management, LLC | 5,623 | $184.1 萬 | 0.81% | −79−1.4% | 減碼 |
| Wilkins Miller Wealth Management, LLC | 5,620 | $184.0 萬 | 1.01% | +167+3.1% | 加碼 |
| New Covenant Trust Company, N.A. | 5,620 | $184.0 萬 | 1.39% | +85+1.5% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 5,596 | $183.2 萬 | 0.68% | −9,240−62.3% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,594 | $183.1 萬 | 0.52% | +380+7.3% | 加碼 |
| Crown Wealth Group, LLC | 5,581 | $182.7 萬 | 0.46% | +76+1.4% | 加碼 |
| Yoffe Investment Management, LLC | 5,574 | $182.5 萬 | 2.09% | +5+0.1% | 加碼 |
| Elgethun Capital Management | 5,565 | $182.1 萬 | 0.25% | +220+4.1% | 加碼 |
| Silvia McColl Wealth Management, LLC | 5,533 | $181.1 萬 | 1.09% | −34−0.6% | 減碼 |
| Legacy Financial Strategies, LLC | 5,533 | $181.1 萬 | 0.28% | −150−2.6% | 減碼 |
| Parkway Wealth Management Group, LLC | 5,521 | $180.7 萬 | 0.21% | −95−1.7% | 減碼 |
| Portland Global Advisors LLC | 5,521 | $180.7 萬 | 0.17% | +111+2.1% | 加碼 |
| KFG Wealth Management, LLC | 5,520 | $180.7 萬 | 0.20% | +1,923+53.5% | 加碼 |
| First National Bank | 5,514 | $180.5 萬 | 0.71% | +336+6.5% | 加碼 |
| Avalon Trust Co | 5,510 | $180.4 萬 | 0.11% | −210−3.7% | 減碼 |
| Financial Council Asset Management Inc | 5,509 | $180.3 萬 | 0.58% | −16−0.3% | 減碼 |
| WealthTrust Axiom LLC | 5,508 | $180.3 萬 | 0.40% | −135−2.4% | 減碼 |
| Weinberger Asset Management, Inc | 5,121 | $180.2 萬 | 0.58% | +31+0.6% | 加碼 |
| Baring Financial LLC | 5,494 | $179.8 萬 | 0.99% | −74−1.3% | 減碼 |
| Kennedy Investment Group | 5,493 | $179.8 萬 | 0.61% | −85−1.5% | 減碼 |
| BWM Planning, LLC | 5,474 | $179.2 萬 | 0.42% | +591+12.1% | 加碼 |
| Fountainhead AM, LLC | 5,472 | $179.1 萬 | 1.34% | +2,445+80.8% | 加碼 |
| Proathlete Wealth Management LLC | 5,469 | $179.1 萬 | 0.44% | +19+0.3% | 加碼 |
| GatePass Capital, LLC | 5,469 | $179.0 萬 | 0.68% | +267+5.1% | 加碼 |
| Prairie Advisory, LLC | 5,467 | $179.0 萬 | 0.43% | +5,467 | 新進 |
| Garden State Investment Advisory Services LLC | 5,462 | $178.9 萬 | 0.35% | +37+0.7% | 加碼 |
| Creative Financial Designs Inc | 5,461 | $178.8 萬 | 0.09% | +496+10.0% | 加碼 |
| Fidelity D & D Bancorp Inc | 5,434 | $177.9 萬 | 0.61% | +119+2.2% | 加碼 |
| Diversified Management Inc | 5,432 | $177.8 萬 | 0.38% | −14,474−72.7% | 減碼 |
| Seven Mile Advisory | 5,420 | $177.4 萬 | 1.19% | −553−9.3% | 減碼 |
| Fell Capital Management | 5,420 | $177.4 萬 | 1.49% | −225−4.0% | 減碼 |
| Avaii Wealth Management, LLC | 5,419 | $177.4 萬 | 0.52% | −23,498−81.3% | 減碼 |
| OFS Enterprise LLC | 5,414 | $177.2 萬 | 0.45% | −677−11.1% | 減碼 |
| Andrew Hill Investment Advisors, Inc. | 5,406 | $177.0 萬 | 1.31% | −3,998−42.5% | 減碼 |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 5,400 | $176.8 萬 | 0.87% | +5,400 | 新進 |
| Wilian Securities, LLC | 5,398 | $176.7 萬 | 1.04% | +2,244+71.1% | 加碼 |
| Grant Street Asset Management, Inc. | 5,396 | $176.6 萬 | 0.29% | −138−2.5% | 減碼 |
| Gsa Capital Partners LLP | 5,395 | $176.6 萬 | 0.11% | −8,066−59.9% | 減碼 |
| Founders Grove Wealth Partners, LLC | 5,395 | $176.6 萬 | 0.35% | +2,012+59.5% | 加碼 |
| Sandro Wealth Management LLC | 5,392 | $176.5 萬 | 1.28% | +189+3.6% | 加碼 |
| Spinnaker Investment Group, LLC | 5,389 | $176.4 萬 | 0.28% | +637+13.4% | 加碼 |
| MinichMacGregor Wealth Management, LLC | 5,385 | $176.3 萬 | 0.27% | −101−1.8% | 減碼 |
| Westhampton Capital, LLC | 5,378 | $176.0 萬 | 0.73% | 00.0% | 不變 |
| Horizon Wealth Management, LLC | 5,376 | $176.0 萬 | 0.22% | +15+0.3% | 加碼 |
| Unified Investment Management | 5,376 | $176.0 萬 | 1.64% | +66+1.2% | 加碼 |
| Jacobsen Capital Management | 5,373 | $175.9 萬 | 0.51% | +32+0.6% | 加碼 |
| Secured Retirement Advisors, LLC | 5,363 | $175.6 萬 | 0.90% | −1,919−26.4% | 減碼 |
| Clifford Group, LLC | 5,361 | $175.5 萬 | 1.21% | +5+0.1% | 加碼 |
| Brucke Financial, Inc. | 5,357 | $175.3 萬 | 0.78% | −18−0.3% | 減碼 |
| M.E. Allison & Co., Inc. | 5,356 | $175.3 萬 | 1.01% | +83+1.6% | 加碼 |
| Abacus Wealth Partners, LLC | 5,356 | $175.3 萬 | 0.18% | −2,544−32.2% | 減碼 |
| BluePath Capital Management, LLC | 5,355 | $175.3 萬 | 0.96% | +472+9.7% | 加碼 |
| Mosley Wealth Management | 5,349 | $175.1 萬 | 0.56% | −2,815−34.5% | 減碼 |
| Truvestments Capital LLC | 5,344 | $174.9 萬 | 0.26% | −32−0.6% | 減碼 |
| Sage Investment Counsel LLC | 5,342 | $174.9 萬 | 1.75% | 00.0% | 不變 |
| Old North State Trust, LLC | 5,330 | $174.5 萬 | 0.90% | −161−2.9% | 減碼 |
| Syverson Strege & Co | 5,331 | $174.5 萬 | 0.38% | −57−1.1% | 減碼 |
| Discipline Wealth Solutions, LLC | 5,304 | $173.6 萬 | 0.15% | +206+4.0% | 加碼 |
| Bamco Inc | 5,300 | $173.5 萬 | 0.00% | +5,300 | 新進 |
| Councilmark Asset Management, LLC | 5,293 | $173.3 萬 | 0.92% | 00.0% | 不變 |
| Aigen Investment Management, LP | 5,290 | $173.2 萬 | 0.47% | −1,807−25.5% | 減碼 |
| CORDA Investment Management, LLC. | 5,278 | $172.8 萬 | 0.11% | +119+2.3% | 加碼 |
| Barings LLC | 5,276 | $172.7 萬 | 0.03% | +385+7.9% | 加碼 |
| Oliver Luxxe Assets LLC | 5,272 | $172.6 萬 | 0.25% | −20.0% | 減碼 |
| Round Rock Advisors, LLC | 5,271 | $172.5 萬 | 0.22% | +21+0.4% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,270 | $172.5 萬 | 0.69% | −340−6.1% | 減碼 |
| Salomon & Ludwin, LLC | 5,155 | $172.2 萬 | 0.14% | +311+6.4% | 加碼 |
| Fourth Dimension Wealth, LLC | 5,261 | $172.2 萬 | 0.54% | +1,122+27.1% | 加碼 |
| Private Wealth Advisors | 5,256 | $172.1 萬 | 0.51% | +5+0.1% | 加碼 |
| Market Street Wealth Management Advisors LLC | 5,239 | $171.5 萬 | 0.24% | +1,159+28.4% | 加碼 |
| DV Trading LLC | 5,238 | $171.5 萬 | 0.14% | −418−7.4% | 減碼 |
| Dempze Nancy E | 5,228 | $171.1 萬 | 0.82% | 00.0% | 不變 |
| Advisory Research Inc | 5,227 | $171.1 萬 | 0.17% | −7−0.1% | 減碼 |
| Hurlow Wealth Management Group, Inc. | 5,223 | $171.0 萬 | 0.36% | +32+0.6% | 加碼 |
| Legal Advantage Investments, Inc. | 5,212 | $170.6 萬 | 0.60% | −166−3.1% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 5,209 | $170.5 萬 | 0.27% | +32+0.6% | 加碼 |
| Cadent Capital Advisors, LLC | 5,208 | $170.5 萬 | 0.35% | +975+23.0% | 加碼 |
| Quantum Financial Partners LLC | 5,194 | $170.0 萬 | 0.87% | +5,194 | 新進 |
| Fortis Group Advisors, LLC | 5,183 | $169.7 萬 | 0.27% | −207−3.8% | 減碼 |
| Rational Advisors LLC | 5,172 | $169.3 萬 | 0.16% | −2,652−33.9% | 減碼 |
| Oakmont Investment Advisors, Inc. | 5,169 | $169.2 萬 | 1.17% | +959+22.8% | 加碼 |
| BCM Advisors, LLC | 4,779 | $168.8 萬 | 0.33% | 00.0% | 不變 |
| Tranquilli Financial Advisor LLC | 5,150 | $168.6 萬 | 0.91% | +1,855+56.3% | 加碼 |
| Wagner Wealth Management, LLC | 5,143 | $168.3 萬 | 0.31% | +8+0.2% | 加碼 |
| Unique Wealth Strategies, LLC | 5,143 | $168.3 萬 | 0.61% | +167+3.4% | 加碼 |
| Diversified Portfolios, Inc. | 5,137 | $168.1 萬 | 0.12% | +471+10.1% | 加碼 |
| Manske Wealth Management | 5,130 | $167.9 萬 | 0.42% | −839−14.1% | 減碼 |
| Portus Wealth Advisors, LLC | 5,126 | $167.8 萬 | 1.38% | +351+7.4% | 加碼 |
| Pasadena Private Wealth, LLC | 5,120 | $167.6 萬 | 0.21% | +257+5.3% | 加碼 |
| BLI - Banque de Luxembourg Investments | 5,070 | $167.4 萬 | 0.06% | +1,870+58.4% | 加碼 |
| Raleigh Capital Management Inc. | 5,108 | $167.2 萬 | 0.53% | −375−6.8% | 減碼 |
| Elevatus Welath Management | 5,101 | $167.0 萬 | 0.41% | +293+6.1% | 加碼 |