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 68 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 |
|---|---|---|---|---|---|
| Centennial Bank | 4,164 | $136.3 萬 | 0.44% | −200−4.6% | 減碼 |
| Alliance Wealth Advisors, LLC | 4,164 | $136.3 萬 | 0.54% | −63−1.5% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,162 | $136.2 萬 | 0.07% | +501+13.7% | 加碼 |
| Kaydan Wealth Management, Inc. | 4,161 | $136.2 萬 | 0.42% | −32−0.8% | 減碼 |
| Audent Global Asset Management, LLC | 4,150 | $135.8 萬 | 1.52% | −2,058−33.2% | 減碼 |
| Per Stirling Capital Management, LLC. | 4,150 | $135.8 萬 | 0.13% | +208+5.3% | 加碼 |
| Elm Partners Management LLC | 4,138 | $135.5 萬 | 0.05% | 00.0% | 不變 |
| Philip James Wealth Mangement, LLC | 4,131 | $135.2 萬 | 0.15% | −388−8.6% | 減碼 |
| Arsenal Capital Advisors LLC | 4,121 | $134.9 萬 | 0.80% | −20−0.5% | 減碼 |
| BridgePort Financial Solutions, LLC | 4,116 | $134.7 萬 | 0.34% | −91−2.2% | 減碼 |
| Francis Financial, Inc. | 4,114 | $134.7 萬 | 0.22% | +176+4.5% | 加碼 |
| Griffith & Werner, Inc. | 4,108 | $134.5 萬 | 0.63% | +596+17.0% | 加碼 |
| Woodward Financial Advisors, Inc. | 4,097 | $134.1 萬 | 0.45% | +20.0% | 加碼 |
| Caldwell Investment Management Ltd. | 4,100 | $134.1 萬 | 0.88% | 00.0% | 不變 |
| Kingsman Wealth Management, Inc. | 4,095 | $134.1 萬 | 0.63% | +82+2.0% | 加碼 |
| Gemmer Asset Management LLC | 4,091 | $133.9 萬 | 0.09% | −22−0.5% | 減碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 4,086 | $133.8 萬 | 0.90% | −20.0% | 減碼 |
| Parkwoods Wealth Partners, LLC | 4,085 | $133.7 萬 | 0.21% | +530+14.9% | 加碼 |
| Krane Financial Solutions LLC | 4,078 | $133.5 萬 | 0.82% | +95+2.4% | 加碼 |
| Cultivar Capital, Inc. | 4,074 | $133.4 萬 | 0.86% | 00.0% | 不變 |
| Signature Equity Partners, LLC | 4,072 | $133.3 萬 | 0.61% | −368−8.3% | 減碼 |
| Integrity Advisory Solutions, LLC | 4,069 | $133.2 萬 | 0.14% | +914+29.0% | 加碼 |
| Sterneck Capital Management, LLC | 4,067 | $133.1 萬 | 0.57% | −1,043−20.4% | 減碼 |
| Financial Consulate, Inc | 4,063 | $133.0 萬 | 0.15% | −32−0.8% | 減碼 |
| Sulzberger Capital Advisors, Inc. | 4,062 | $133.0 萬 | 1.30% | −80−1.9% | 減碼 |
| Drake & Associates, LLC | 4,059 | $132.9 萬 | 0.22% | −1,851−31.3% | 減碼 |
| Davidson Investment Advisors | 4,058 | $132.8 萬 | 0.05% | −170−4.0% | 減碼 |
| Indie Asset Partners, LLC | 4,051 | $132.6 萬 | 1.27% | −48−1.2% | 減碼 |
| Alan B. Lancz & Associates, Inc. | 4,048 | $132.5 萬 | 1.15% | 00.0% | 不變 |
| Gibraltar Capital Management, Inc. | 4,046 | $132.4 萬 | 0.20% | +164+4.2% | 加碼 |
| Schrum Private Wealth Management LLC | 6,122 | $132.3 萬 | 1.36% | −4,768−43.8% | 減碼 |
| J. Derek Lewis & Associates Inc. | 4,030 | $132.0 萬 | 0.25% | +72+1.8% | 加碼 |
| Horizon Family Wealth, Inc. | 4,024 | $131.7 萬 | 0.60% | +2,042+103.0% | 加碼 |
| Bulltick Wealth Management, LLC | 4,024 | $131.7 萬 | 0.27% | −2,982−42.6% | 減碼 |
| Doheny Asset Management | 4,024 | $131.7 萬 | 0.76% | 00.0% | 不變 |
| Silver Grove Financial Group, Inc. | 4,014 | $131.4 萬 | 0.71% | −1,905−32.2% | 減碼 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,643 | $131.3 萬 | 0.73% | +12+0.3% | 加碼 |
| PeakShares LLC | 4,006 | $131.1 萬 | 0.98% | +285+7.7% | 加碼 |
| Inspire Advisors, LLC | 3,988 | $131.0 萬 | 0.09% | +687+20.8% | 加碼 |
| Lewis Asset Management, LLC | 3,996 | $130.8 萬 | 0.46% | +231+6.1% | 加碼 |
| TSFG, LLC | 3,995 | $130.8 萬 | 0.16% | +26+0.7% | 加碼 |
| Consilio Wealth Advisors, LLC | 3,994 | $130.7 萬 | 0.31% | +55+1.4% | 加碼 |
| Sterling Group Wealth Management, LLC | 3,989 | $130.6 萬 | 0.54% | −31−0.8% | 減碼 |
| Hidden Cove Wealth Management, LLC | 3,989 | $130.6 萬 | 0.72% | +289+7.8% | 加碼 |
| Avail Investment Partners, LLC | 3,985 | $130.5 萬 | 1.00% | +1,005+33.7% | 加碼 |
| XTX Topco Ltd | 3,985 | $130.4 萬 | 0.02% | +2,229+126.9% | 加碼 |
| Silicon Valley Capital Partners | 3,983 | $130.4 萬 | 0.11% | −545−12.0% | 減碼 |
| Worthington Financial Partners, LLC | 3,981 | $130.3 萬 | 1.08% | +723+22.2% | 加碼 |
| Charter Capital Management, LLC | 3,980 | $130.3 萬 | 0.58% | −76−1.9% | 減碼 |
| Narus Financial Partners, LLC | 3,978 | $130.2 萬 | 0.33% | −410−9.3% | 減碼 |
| Independence Financial Advisors, LLC | 3,972 | $130.0 萬 | 0.34% | +5+0.1% | 加碼 |
| Hardin Capital Partners, LLC | 3,960 | $130.0 萬 | 0.60% | −216−5.2% | 減碼 |
| Centiva Capital, LP | 3,967 | $129.9 萬 | 0.04% | −12,008−75.2% | 減碼 |
| North Capital, Inc. | 3,965 | $129.8 萬 | 0.98% | +65+1.7% | 加碼 |
| Richard P Slaughter Associates Inc | 3,958 | $129.6 萬 | 0.26% | −3,062−43.6% | 減碼 |
| Challenger Wealth Management | 3,957 | $129.5 萬 | 0.95% | −34−0.9% | 減碼 |
| Burnham & Co LLC | 3,955 | $129.5 萬 | 1.04% | +3,955 | 新進 |
| Probity Advisors, Inc. | 3,952 | $129.4 萬 | 0.19% | −4−0.1% | 減碼 |
| Clark & Stuart, Inc | 3,943 | $129.1 萬 | 0.81% | +55+1.4% | 加碼 |
| Fiduciary Wealth Partners, LLC | 3,941 | $129.0 萬 | 0.71% | +32+0.8% | 加碼 |
| Keyvantage Wealth, LLC | 3,939 | $128.9 萬 | 0.49% | +62+1.6% | 加碼 |
| Riverview Trust Co | 3,936 | $128.8 萬 | 1.53% | 00.0% | 不變 |
| Michael B. Yongue | 3,936 | $128.8 萬 | 0.90% | −85−2.1% | 減碼 |
| Long Road Investment Counsel, LLC | 3,932 | $128.7 萬 | 0.47% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 3,929 | $128.6 萬 | 0.31% | +3,929 | 新進 |
| Ariadne Wealth Management, LP | 3,927 | $128.5 萬 | 0.57% | +432+12.4% | 加碼 |
| Magnolia Capital Management Ltd | 3,916 | $128.2 萬 | 0.88% | +11+0.3% | 加碼 |
| Cascade Financial Partners, LLC | 3,916 | $128.2 萬 | 0.11% | −58−1.5% | 減碼 |
| Prasad Wealth Partners, LLC | 3,910 | $128.0 萬 | 0.31% | +79+2.1% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 3,908 | $127.9 萬 | 0.16% | −85−2.1% | 減碼 |
| Skba Capital Management LLC | 3,907 | $127.9 萬 | 0.21% | 00.0% | 不變 |
| Ardent Capital Management, Inc. | 3,902 | $127.7 萬 | 0.53% | −5−0.1% | 減碼 |
| Options Solutions, LLC | 3,900 | $127.7 萬 | 0.91% | 00.0% | 不變 |
| Hoxton Planning & Management, LLC | 3,897 | $127.6 萬 | 0.33% | +57+1.5% | 加碼 |
| R.H. Dinel Investment Counsel, Inc. | 3,892 | $127.4 萬 | 0.98% | −200−4.9% | 減碼 |
| Affinity Capital Advisors, LLC | 3,769 | $127.3 萬 | 0.16% | −43−1.1% | 減碼 |
| TrueWealth Advisors, LLC | 3,888 | $127.3 萬 | 0.29% | −79−2.0% | 減碼 |
| Tanager Wealth Management LLP | 3,885 | $127.2 萬 | 0.11% | +177+4.8% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 3,765 | $127.1 萬 | 0.38% | +11+0.3% | 加碼 |
| Owl Creek Wealth Partners LLC | 3,878 | $126.9 萬 | 0.37% | +318+8.9% | 加碼 |
| Wendell David Associates Inc | 3,875 | $126.9 萬 | 0.13% | −125−3.1% | 減碼 |
| Merrion Investment Management Co, LLC | 3,872 | $126.7 萬 | 0.60% | 00.0% | 不變 |
| Center For Asset Management LLC | 3,868 | $126.6 萬 | 0.56% | −629−14.0% | 減碼 |
| Fermata Advisors, LLC | 3,867 | $126.6 萬 | 0.26% | +183+5.0% | 加碼 |
| Lifeworks Advisors, LLC | 3,864 | $126.5 萬 | 0.13% | +174+4.7% | 加碼 |
| Wimmer Associates 1, LLC | 3,861 | $126.4 萬 | 0.57% | 00.0% | 不變 |
| Avantra Family Wealth, Inc. | 3,857 | $126.3 萬 | 0.81% | +14+0.4% | 加碼 |
| Persium Advisors, LLC | 3,857 | $126.3 萬 | 0.82% | +320+9.0% | 加碼 |
| LCM Capital Management Inc | 3,854 | $126.2 萬 | 0.55% | −26−0.7% | 減碼 |
| Arlington Trust Co LLC | 3,846 | $125.9 萬 | 0.11% | +298+8.4% | 加碼 |
| Grey Fox Wealth Advisors, LLC | 3,845 | $125.9 萬 | 0.20% | +696+22.1% | 加碼 |
| Swiss Re Ltd | 3,843 | $125.8 萬 | 0.11% | +3,509+1,050.6% | 加碼 |
| Future Fund LLC | 3,842 | $125.8 萬 | 0.36% | +48+1.3% | 加碼 |
| Wescott Financial Advisory Group, LLC | 3,832 | $125.4 萬 | 0.10% | +128+3.5% | 加碼 |
| Secure Asset Management, LLC | 3,831 | $125.4 萬 | 0.18% | −536−12.3% | 減碼 |
| Harbor Group, Inc. | 3,820 | $125.0 萬 | 0.15% | +19+0.5% | 加碼 |
| First Community Trust NA | 3,816 | $124.9 萬 | 0.56% | +77+2.1% | 加碼 |
| Eagle Harbor Asset Management Inc | 3,815 | $124.9 萬 | 0.99% | −422−10.0% | 減碼 |
| DMG Group, LLC | 3,815 | $124.9 萬 | 0.86% | −1,124−22.8% | 減碼 |
| Shulman DeMeo Asset Management LLC | 3,815 | $124.9 萬 | 0.23% | −119−3.0% | 減碼 |