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 |
|---|---|---|---|---|---|
| Paladin Wealth, LLC | 4,641 | $151.9 萬 | 0.88% | +293+6.7% | 加碼 |
| Hutchinson Capital Management | 4,630 | $151.5 萬 | 0.26% | +67+1.5% | 加碼 |
| GSG Advisors LLC | 4,629 | $151.5 萬 | 0.33% | +63+1.4% | 加碼 |
| OneAscent Family Office, LLC | 4,629 | $151.5 萬 | 0.76% | −634−12.0% | 減碼 |
| Sierra Capital LLC | 4,629 | $151.5 萬 | 0.15% | 00.0% | 不變 |
| Evanson Financial, LLC | 4,623 | $151.3 萬 | 0.07% | +4,623 | 新進 |
| CWS Financial Advisors, LLC | 4,622 | $151.3 萬 | 0.34% | +7+0.2% | 加碼 |
| Andrews Advisory Associates, LLC | 4,619 | $151.2 萬 | 0.73% | −133−2.8% | 減碼 |
| SBI Okasan Asset Management Co.Ltd. | 4,590 | $151.2 萬 | 0.05% | 00.0% | 不變 |
| Cyr Financial Inc. | 4,618 | $151.2 萬 | 0.79% | +294+6.8% | 加碼 |
| Fiera Capital Corp | 4,616 | $151.1 萬 | 0.01% | −215−4.5% | 減碼 |
| Fca Corp | 4,609 | $150.9 萬 | 0.37% | +626+15.7% | 加碼 |
| NBZ Investment Advisors LLC | 4,602 | $150.6 萬 | 0.59% | +640+16.2% | 加碼 |
| LeConte Wealth Management, LLC | 4,600 | $150.6 萬 | 0.82% | +290+6.7% | 加碼 |
| Centerpoint Advisors, LLC | 4,594 | $150.4 萬 | 0.43% | −105−2.2% | 減碼 |
| Novak & Powell Financial Services, Inc. | 4,588 | $150.2 萬 | 0.71% | +6+0.1% | 加碼 |
| Walkner Condon Financial Advisors LLC | 4,587 | $150.1 萬 | 0.17% | +221+5.1% | 加碼 |
| Marshall Financial Group LLC | 4,585 | $150.1 萬 | 0.22% | −435−8.7% | 減碼 |
| Sage Private Wealth Group, LLC | 4,579 | $149.9 萬 | 0.67% | +58+1.3% | 加碼 |
| Maridea Wealth Management LLC | 4,579 | $149.9 萬 | 0.16% | +2,028+79.5% | 加碼 |
| Sykon Capital LLC | 4,567 | $149.5 萬 | 0.46% | +47+1.0% | 加碼 |
| Jackson Thornton Asset Management, LLC | 4,564 | $149.4 萬 | 0.12% | +1,764+63.0% | 加碼 |
| Enclave Advisors LLC | 4,562 | $149.3 萬 | 0.19% | −14−0.3% | 減碼 |
| Campion Asset Management LLC | 4,560 | $149.3 萬 | 0.91% | −10.0% | 減碼 |
| Lakeshore Capital Group, Inc. | 4,548 | $148.9 萬 | 1.10% | +3+0.1% | 加碼 |
| Myriad Asset Management US LP | 4,540 | $148.6 萬 | 2.05% | +1,315+40.8% | 加碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,533 | $148.4 萬 | 0.22% | +122+2.8% | 加碼 |
| Brookwood Investment Group LLC | 4,522 | $148.0 萬 | 0.17% | +867+23.7% | 加碼 |
| Goldstein Advisors, LLC | 4,518 | $147.9 萬 | 0.14% | +295+7.0% | 加碼 |
| Financial Synergies Wealth Advisors, Inc. | 4,516 | $147.8 萬 | 0.13% | +540+13.6% | 加碼 |
| State of Wyoming | 4,511 | $147.7 萬 | 0.15% | −323−6.7% | 減碼 |
| Veracity Capital LLC | 4,507 | $147.5 萬 | 0.40% | +74+1.7% | 加碼 |
| Mainsail Financial Group, LLC | 4,501 | $147.3 萬 | 0.50% | +51+1.1% | 加碼 |
| Womack Financial LLC | 4,496 | $147.2 萬 | 0.97% | −227−4.8% | 減碼 |
| Retirement Planning Co of New England, Inc. | 4,493 | $147.1 萬 | 0.53% | −280−5.9% | 減碼 |
| Van Diest Capital, LLC | 4,487 | $146.9 萬 | 1.32% | −514−10.3% | 減碼 |
| Mayfair Advisory Group, LLC | 4,147 | $146.5 萬 | 0.44% | +410+11.0% | 加碼 |
| Liberty Wealth Management LLC | 4,963 | $146.0 萬 | 0.18% | 00.0% | 不變 |
| Prosperity Bancshares Inc | 4,458 | $145.9 萬 | 0.95% | +100+2.3% | 加碼 |
| Tevis Investment Management | 4,456 | $145.9 萬 | 0.80% | −207−4.4% | 減碼 |
| Severin Investments, LLC | 4,446 | $145.5 萬 | 1.10% | +546+14.0% | 加碼 |
| TrustBank | 4,446 | $145.5 萬 | 0.49% | −30−0.7% | 減碼 |
| Borer Denton & Associates, Inc. | 4,444 | $145.5 萬 | 0.48% | +40+0.9% | 加碼 |
| TPG Advisors LLC | 4,443 | $145.4 萬 | 0.80% | +3+0.1% | 加碼 |
| Aberdeen Wealth Management LLC | 4,439 | $145.3 萬 | 0.70% | −10,523−70.3% | 減碼 |
| Hara Capital LLC | 4,421 | $144.7 萬 | 0.76% | 00.0% | 不變 |
| Flagship Wealth Advisors, LLC | 4,420 | $144.7 萬 | 0.32% | +783+21.5% | 加碼 |
| Dougherty Wealth Advisers LLC | 4,413 | $144.5 萬 | 0.79% | 00.0% | 不變 |
| Larry Mathis Financial Planning, LLC | 4,403 | $144.1 萬 | 1.10% | −24−0.5% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,393 | $143.8 萬 | 0.23% | −284−6.1% | 減碼 |
| WNY Asset Management, LLC | 4,391 | $143.7 萬 | 0.13% | −179−3.9% | 減碼 |
| Alpha Zero LLC | 4,187 | $143.7 萬 | 0.54% | +621+17.4% | 加碼 |
| Lumbard & Kellner, LLC | 4,387 | $143.6 萬 | 0.44% | +153+3.6% | 加碼 |
| California First Leasing Corp | 4,380 | $143.4 萬 | 0.30% | 00.0% | 不變 |
| Global Assets Advisory, LLC | 4,290 | $143.3 萬 | 0.31% | −9,842−69.6% | 減碼 |
| Blue Rock Wealth Management LLC | 4,396 | $143.2 萬 | 0.80% | 00.0% | 不變 |
| Luts & Greenleigh Group, Inc | 4,373 | $143.1 萬 | 1.08% | −11−0.3% | 減碼 |
| Asset Advisors Investment Management, LLC | 4,369 | $143.0 萬 | 0.13% | −200−4.4% | 減碼 |
| Murphy & Mullick Capital Management Corp | 4,346 | $142.9 萬 | 0.89% | +469+12.1% | 加碼 |
| Tripletail Wealth Management, LLC | 4,260 | $142.5 萬 | 1.64% | −5−0.1% | 減碼 |
| Hassell Wealth Management, LLC | 4,306 | $142.4 萬 | 0.44% | +10.0% | 加碼 |
| DDD Partners, LLC | 4,318 | $141.3 萬 | 0.09% | +43+1.0% | 加碼 |
| Ipsen Advisor Group LLC | 4,307 | $141.0 萬 | 0.91% | −12−0.3% | 減碼 |
| Cape Investment Advisory, Inc. | 4,306 | $140.9 萬 | 0.38% | −14−0.3% | 減碼 |
| GGM Financials LLC | 4,299 | $140.7 萬 | 0.53% | +204+5.0% | 加碼 |
| Cpwa, LLC | 4,295 | $140.6 萬 | 1.63% | +24+0.6% | 加碼 |
| Wayfinding Financial, LLC | 4,295 | $140.5 萬 | 0.53% | +66+1.6% | 加碼 |
| Operose Advisors LLC | 4,291 | $140.5 萬 | 0.27% | +4,291 | 新進 |
| Thomas Story & Son LLC | 4,290 | $140.4 萬 | 0.50% | −39−0.9% | 減碼 |
| Legacy Financial Independent Advisors LLC | 4,287 | $140.3 萬 | 0.66% | −122−2.8% | 減碼 |
| Total Investment Management Inc | 3,988 | $140.3 萬 | 0.15% | −44−1.1% | 減碼 |
| M3 Advisory Group, LLC | 4,282 | $140.2 萬 | 0.73% | +67+1.6% | 加碼 |
| Howard Wealth Management, LLC | 4,271 | $139.8 萬 | 0.52% | +57+1.4% | 加碼 |
| Forum Finance Group S.A. | 5,286 | $139.8 萬 | 0.50% | +3,208+154.4% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 4,263 | $139.5 萬 | 0.06% | −100−2.3% | 減碼 |
| Coyle Financial Counsel LLC | 4,261 | $139.5 萬 | 0.25% | +367+9.4% | 加碼 |
| Fiduciary Financial Group, LLC | 4,261 | $139.5 萬 | 0.16% | +260+6.5% | 加碼 |
| Elevated Private Wealth, LLC | 4,255 | $139.3 萬 | 1.33% | +4,255 | 新進 |
| Innovative Asset Advisors Group, LLC | 4,254 | $139.2 萬 | 0.61% | +283+7.1% | 加碼 |
| New Vernon Investment Management LLC | 4,253 | $139.2 萬 | 1.70% | 00.0% | 不變 |
| Axiom Investment Management LLC | 4,248 | $139.1 萬 | 0.93% | −1,332−23.9% | 減碼 |
| Aspen Capital Management, LLC | 4,243 | $138.9 萬 | 0.31% | +71+1.7% | 加碼 |
| Planning Alternatives Ltd | 4,236 | $138.7 萬 | 0.15% | +251+6.3% | 加碼 |
| Park Capital Management, LLC | 4,236 | $138.6 萬 | 0.82% | −334−7.3% | 減碼 |
| GenWealth Group, Inc. | 4,221 | $138.2 萬 | 0.22% | −68−1.6% | 減碼 |
| Outlook Wealth Advisors, LLC | 4,221 | $138.1 萬 | 0.30% | −84−2.0% | 減碼 |
| Stephenson National Bank & Trust | 4,220 | $138.1 萬 | 0.35% | +193+4.8% | 加碼 |
| Core Wealth Advisors, Inc. | 4,215 | $138.0 萬 | 0.28% | +1,598+61.1% | 加碼 |
| Planning Center, Inc. | 4,214 | $137.9 萬 | 0.13% | +123+3.0% | 加碼 |
| Delphi Management Inc | 4,211 | $137.8 萬 | 1.35% | +452+12.0% | 加碼 |
| Spartan Planning & Wealth Management | 4,201 | $137.5 萬 | 0.92% | +1,189+39.5% | 加碼 |
| Ami Asset Management Corp | 4,199 | $137.4 萬 | 0.08% | −17−0.4% | 減碼 |
| Investment Advisory Group, LLC | 4,199 | $137.4 萬 | 0.30% | +134+3.3% | 加碼 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 4,198 | $137.4 萬 | 1.08% | 00.0% | 不變 |
| Taylor Financial Group, Inc. | 4,192 | $137.2 萬 | 0.75% | 00.0% | 不變 |
| Davidson Capital Management Inc. | 4,187 | $137.1 萬 | 0.22% | +128+3.2% | 加碼 |
| Stone Wealth Partners | 4,181 | $136.9 萬 | 1.00% | +27+0.6% | 加碼 |
| Capital Squared Financial LLC | 4,180 | $136.8 萬 | 0.89% | +80+2.0% | 加碼 |
| Warwick Investment Management, Inc. | 4,169 | $136.5 萬 | 0.15% | +227+5.8% | 加碼 |
| Disciplined Equity Management, Inc. | 4,168 | $136.4 萬 | 0.60% | +15+0.4% | 加碼 |