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 |
|---|---|---|---|---|---|
| Voisard Asset Management Group, Inc. | 5,092 | $166.7 萬 | 0.32% | −111−2.1% | 減碼 |
| Lionsbridge Wealth Management LLC | 5,088 | $166.5 萬 | 1.63% | −206−3.9% | 減碼 |
| Cross Staff Investments Inc | 5,084 | $166.4 萬 | 0.99% | +26+0.5% | 加碼 |
| Blalock Williams, LLC | 5,084 | $166.4 萬 | 1.08% | +182+3.7% | 加碼 |
| Victory Financial Group, LLC | 5,075 | $166.1 萬 | 0.17% | +663+15.0% | 加碼 |
| Aspire Private Capital, LLC | 5,066 | $165.8 萬 | 0.34% | −772−13.2% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 5,065 | $165.8 萬 | 0.41% | −953−15.8% | 減碼 |
| Oxler Private Wealth LLC | 5,064 | $165.8 萬 | 0.47% | +23+0.5% | 加碼 |
| Ellevest, Inc. | 5,942 | $165.7 萬 | 0.20% | +1,564+35.7% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 5,056 | $165.5 萬 | 0.38% | −12−0.2% | 減碼 |
| Wiregrass Investment Management LLC | 5,050 | $165.3 萬 | 1.13% | −8,087−61.6% | 減碼 |
| Consolidated Planning Corp | 5,048 | $165.2 萬 | 0.22% | +311+6.6% | 加碼 |
| Uniting Wealth Partners, LLC | 5,047 | $165.2 萬 | 0.34% | −232−4.4% | 減碼 |
| Polar Asset Management Partners Inc. | 5,043 | $165.1 萬 | 0.03% | +5,043 | 新進 |
| Beaumont Asset Management, L.L.C. | 5,020 | $164.3 萬 | 0.64% | −7−0.1% | 減碼 |
| Inspirion Wealth Advisors, LLC | 4,914 | $164.2 萬 | 0.19% | −54−1.1% | 減碼 |
| Brown Wealth Management, LLC | 5,007 | $163.9 萬 | 0.37% | +155+3.2% | 加碼 |
| Lynx Investment Advisory | 5,005 | $163.8 萬 | 0.54% | +2,121+73.5% | 加碼 |
| Holowesko Partners Ltd. | 5,000 | $163.7 萬 | 0.41% | 00.0% | 不變 |
| Sun Group Wealth Partners | 4,998 | $163.6 萬 | 1.12% | −83−1.6% | 減碼 |
| Forefront Analytics, LLC | 4,997 | $163.6 萬 | 1.78% | +13+0.3% | 加碼 |
| One Day In July LLC | 4,996 | $163.5 萬 | 0.11% | +633+14.5% | 加碼 |
| Great Point Wealth Advisors, LLC | 4,980 | $163.0 萬 | 0.26% | 00.0% | 不變 |
| Essential Investment Partners LLC | 4,973 | $162.8 萬 | 1.31% | +1,176+31.0% | 加碼 |
| Peregrine Asset Advisers, Inc. | 4,972 | $162.8 萬 | 0.35% | +46+0.9% | 加碼 |
| Tributary Capital Management, LLC | 4,966 | $162.6 萬 | 0.13% | +1,396+39.1% | 加碼 |
| Vann Equity Management LLC | 4,956 | $162.2 萬 | 0.99% | −13−0.3% | 減碼 |
| Decision Investments, Inc | 4,942 | $161.8 萬 | 1.47% | −25−0.5% | 減碼 |
| PSI Advisors, LLC | 4,942 | $161.8 萬 | 0.38% | +491+11.0% | 加碼 |
| Tectonic Advisors LLC | 4,939 | $161.7 萬 | 0.08% | −42−0.8% | 減碼 |
| Braeburn Wealth Management LLC | 4,938 | $161.6 萬 | 0.69% | +71+1.5% | 加碼 |
| Clearwater Capital Advisors, LLC | 4,937 | $161.6 萬 | 0.12% | +620+14.4% | 加碼 |
| Helen Stephens Group, LLC | 4,936 | $161.6 萬 | 0.27% | −47−0.9% | 減碼 |
| CCG Wealth Management, LLC | 4,928 | $161.3 萬 | 0.37% | −64−1.3% | 減碼 |
| CJM Wealth Advisers, Ltd. | 4,928 | $161.3 萬 | 0.42% | −108−2.1% | 減碼 |
| Riversedge Advisors, LLC | 4,921 | $161.1 萬 | 0.21% | +1,584+47.5% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 4,915 | $160.9 萬 | 0.14% | −67−1.3% | 減碼 |
| Hall Laurie J Trustee | 4,911 | $160.8 萬 | 0.50% | −153−3.0% | 減碼 |
| EdgeRock Capital LLC | 4,905 | $160.6 萬 | 0.37% | +592+13.7% | 加碼 |
| Aua Capital Management, LLC | 4,898 | $160.3 萬 | 0.74% | 00.0% | 不變 |
| Financial Planning Hawaii, Inc. | 4,896 | $160.2 萬 | 0.86% | +126+2.6% | 加碼 |
| Viawealth, LLC | 4,894 | $160.2 萬 | 0.81% | −49−1.0% | 減碼 |
| Eldridge Investment Advisors, Inc. | 4,883 | $159.8 萬 | 0.32% | +12+0.2% | 加碼 |
| Highland Financial Advisors, LLC | 4,883 | $159.8 萬 | 0.35% | +13+0.3% | 加碼 |
| McHugh Group, LLC | 4,869 | $159.4 萬 | 0.81% | 00.0% | 不變 |
| Clarus Group, Inc. | 4,866 | $159.3 萬 | 0.54% | −244−4.8% | 減碼 |
| Goldenstone Wealth Management LLC | 4,858 | $159.0 萬 | 1.04% | +96+2.0% | 加碼 |
| Heritage Investment Group, Inc. | 4,852 | $158.8 萬 | 0.21% | 00.0% | 不變 |
| BDF-Gestion | 53,871 | $158.8 萬 | 0.47% | −6,057−10.1% | 減碼 |
| Latitude Advisors, LLC | 4,850 | $158.7 萬 | 0.63% | −343−6.6% | 減碼 |
| Great Oak Capital Partners, LLC | 4,738 | $158.5 萬 | 0.34% | +32+0.7% | 加碼 |
| Wellington Grp LLC | 4,839 | $158.4 萬 | 0.42% | +1,051+27.7% | 加碼 |
| Matisse Capital | 4,839 | $158.4 萬 | 0.63% | +20.0% | 加碼 |
| Silverlake Wealth Management LLC | 4,825 | $157.9 萬 | 0.30% | +136+2.9% | 加碼 |
| Wellington-Altus USA Inc. | 5,368 | $157.9 萬 | 1.14% | +729+15.7% | 加碼 |
| Armbruster Capital Management, Inc. | 4,820 | $157.8 萬 | 0.24% | −2,270−32.0% | 減碼 |
| Dorato Capital Management | 4,686 | $157.7 萬 | 1.07% | +66+1.4% | 加碼 |
| Global Trust Wealth Management LLC | 4,813 | $157.5 萬 | 1.09% | −583−10.8% | 減碼 |
| Cardiff Park Advisors, LLC | 4,812 | $157.5 萬 | 0.12% | +3+0.1% | 加碼 |
| Centurion Wealth Management LLC | 4,808 | $157.4 萬 | 0.38% | −1,334−21.7% | 減碼 |
| Trust Co of Oklahoma | 4,803 | $157.2 萬 | 0.40% | +549+12.9% | 加碼 |
| Mfg Wealth Management, Inc. | 4,802 | $157.2 萬 | 1.12% | −19−0.4% | 減碼 |
| Matauro, LLC | 4,784 | $156.6 萬 | 0.21% | +34+0.7% | 加碼 |
| AJ Advisors, LLC | 4,784 | $156.6 萬 | 0.49% | +15+0.3% | 加碼 |
| Cravens & Co Advisors, LLC | 4,783 | $156.6 萬 | 1.05% | −753−13.6% | 減碼 |
| Davis Investment Partners, LLC | 4,775 | $156.3 萬 | 0.48% | 00.0% | 不變 |
| Glass Wealth Management Co LLC | 4,772 | $156.2 萬 | 0.52% | +1,416+42.2% | 加碼 |
| MBE Wealth Management, LLC | 4,768 | $156.1 萬 | 0.55% | −11−0.2% | 減碼 |
| Taylor Hoffman Capital Management LLC | 4,752 | $155.5 萬 | 0.38% | 00.0% | 不變 |
| International Private Wealth Advisors LLC | 4,750 | $155.5 萬 | 0.80% | +1,821+62.2% | 加碼 |
| Green Ridge Wealth Planning LLC | 4,749 | $155.4 萬 | 0.65% | −90−1.9% | 減碼 |
| Mayport, LLC | 4,747 | $155.4 萬 | 0.24% | −14−0.3% | 減碼 |
| Aurora Private Wealth, Inc. | 4,738 | $155.1 萬 | 0.98% | −215−4.3% | 減碼 |
| Requisite Capital Management, LLC | 4,734 | $155.0 萬 | 0.26% | −1,307−21.6% | 減碼 |
| Fiduciary Planning LLC | 4,733 | $154.9 萬 | 0.41% | +20.0% | 加碼 |
| McLaughlin Asset Management, Inc. | 4,732 | $154.9 萬 | 1.07% | +33+0.7% | 加碼 |
| WealthSpring Partners, LLC | 4,730 | $154.8 萬 | 1.33% | +34+0.7% | 加碼 |
| Morse Asset Management, Inc | 4,730 | $154.8 萬 | 0.26% | +26+0.6% | 加碼 |
| Whelan Financial | 4,729 | $154.8 萬 | 0.42% | +607+14.7% | 加碼 |
| Shelton Wealth Management, LLC | 4,720 | $154.5 萬 | 0.61% | −173−3.5% | 減碼 |
| Firethorn Wealth Partners, LLC | 4,716 | $154.4 萬 | 0.50% | +547+13.1% | 加碼 |
| August Group Capital Ltd | 4,715 | $154.3 萬 | 1.70% | −264−5.3% | 減碼 |
| Insight Advisors, LLC | 4,693 | $153.6 萬 | 0.27% | −242−4.9% | 減碼 |
| Omnia Family Wealth, LLC | 4,683 | $153.3 萬 | 0.41% | −1,352−22.4% | 減碼 |
| Maxele Advisors, LLC | 4,683 | $153.3 萬 | 1.07% | +4,683 | 新進 |
| TAGStone Capital, Inc. | 4,680 | $153.2 萬 | 0.49% | +68+1.5% | 加碼 |
| Insight 2811, Inc. | 4,679 | $153.1 萬 | 0.62% | +64+1.4% | 加碼 |
| Emerald Advisors, LLC | 4,678 | $153.1 萬 | 0.19% | +584+14.3% | 加碼 |
| Grove Street Fiduciary, LLC | 4,673 | $153.0 萬 | 0.65% | 00.0% | 不變 |
| S.A. Mason LLC | 4,668 | $152.8 萬 | 0.47% | +173+3.8% | 加碼 |
| Red Wave Investments LLC | 4,665 | $152.7 萬 | 0.39% | −79−1.7% | 減碼 |
| STAR Financial Bank | 4,664 | $152.7 萬 | 0.62% | +260+5.9% | 加碼 |
| PFW Advisors LLC | 4,664 | $152.7 萬 | 0.45% | −50−1.1% | 減碼 |
| Providence First Trust Co | 4,659 | $152.5 萬 | 0.43% | −803−14.7% | 減碼 |
| Basso Capital Management, L.P. | 4,653 | $152.3 萬 | 0.38% | +4,049+670.4% | 加碼 |
| Philo Smith Capital Corp | 4,650 | $152.2 萬 | 0.41% | −200−4.1% | 減碼 |
| Symmetry Partners, LLC | 4,650 | $152.2 萬 | 0.08% | +1,256+37.0% | 加碼 |
| Armstrong Advisory Group, Inc | 4,650 | $152.2 萬 | 0.09% | −67−1.4% | 減碼 |
| Unify Financial Advisors | 4,643 | $152.0 萬 | 1.40% | −69−1.5% | 減碼 |
| Cambridge Advisors Inc. | 4,641 | $151.9 萬 | 0.26% | −135−2.8% | 減碼 |