13FBOX
摩根大通交易所交易基金 · 13F 机构持仓分析
期权收益计算器 机构排行
J

摩根大通交易所交易基金

J P MORGAN EXCHANGE TRADED FJEPI
持有机构数
1406
机构合计市值 (Q2 2026)
$182.63亿
机构合计股数 (Q2 2026)
3.23亿股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,107.0万股
779 · 128 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3,216.6万股
608 · 123 清仓 · ≈
⚖️ 净额
-1,109.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$182.63亿
持有机构数
1406
新买入
128
加仓
651
减仓
485
清仓
123
持股不变
142
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
摩根士丹利MORGAN STANLEY
0.15%0.16%#714$27.52亿4,873.3万股$26.82亿4,697.2万股+176.1万股+3.75%加仓
美国银行BANK OF AMERICA CORP /DE/
0.11%0.13%#813$16.80亿2,973.7万股$17.57亿3,099.8万股-126.0万股-4.07%减仓
富国银行WELLS FARGO & COMPANY/MN
0.16%0.18%#684$9.77亿1,730.5万股$9.27亿1,635.7万股+94.8万股+5.80%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.15%0.17%#698$6.39亿1,131.3万股$6.33亿1,116.6万股+14.7万股+1.31%加仓
LPL金融LPL Financial LLC
0.13%0.11%#749$5.85亿1,036.4万股$4.09亿722.4万股+314.0万股+43.46%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.13%0.15%#741$4.96亿877.6万股$4.85亿855.4万股+22.1万股+2.58%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.07%0.08%#951$4.53亿801.9万股$4.74亿836.6万股-34.7万股-4.15%减仓
Cetera投资顾问Cetera Investment Advisers
0.36%0.37%#462$3.90亿691.0万股$3.45亿608.4万股+82.6万股+13.57%加仓
瑞银集团UBS Group AG
0.05%0.06%#1030$3.69亿653.3万股$3.84亿677.0万股-23.7万股-3.50%减仓
摩根大通JPMORGAN CHASE & CO
0.02%0.04%#1178$3.29亿583.8万股$6.83亿1,227.3万股-643.5万股-52.43%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.38%0.45%#438$3.27亿579.3万股$3.07亿541.9万股+37.4万股+6.90%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.28%0.35%#526$2.21亿391.3万股$2.47亿436.4万股-45.1万股-10.35%减仓
河畔投资集团RiverFront Investment Group, LLC
2.63%3.69%#80$1.99亿352.5万股$2.39亿420.9万股-68.4万股-16.25%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.08%0.08%#921$1.93亿343.1万股$1.69亿304.2万股+38.9万股+12.77%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.38%0.43%#440$1.88亿332.0万股$1.55亿274.2万股+57.9万股+21.10%加仓
CIBC美国CIBC Bancorp USA Inc.
0.2%0.22%#615$1.65亿291.6万股$1.67亿294.8万股-3.2万股-1.10%减仓
Confluence Wealth Services, Inc.
4.55%5.18%#31$1.59亿282.0万股$1.34亿235.6万股+46.3万股+19.66%加仓
Stifel金融STIFEL FINANCIAL CORP
0.13%0.15%#753$1.57亿277.5万股$1.60亿282.1万股-4.6万股-1.63%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.08%0.09%#906$1.51亿267.3万股$1.50亿264.0万股+3.4万股+1.27%加仓
Equitable控股Equitable Holdings, Inc.
0.85%0.75%#250$1.42亿253.4万股$1.16亿214.4万股+38.9万股+18.15%加仓
Janney Montgomery Scott LLC
0.26%0.39%#547$1.33亿234.9万股$1.59亿280.0万股-45.1万股-16.12%减仓
纽约梅隆银行Bank of New York Mellon Corp
0.02%0.02%#1156$1.31亿232.0万股$1.16亿205.0万股+26.9万股+13.13%加仓
HighTower顾问HighTower Advisors, LLC
0.12%0.18%#775$1.24亿219.1万股$1.66亿292.1万股-73.0万股-24.99%减仓
Cornerstone Advisory, LLC
9.74%10.9%#8$1.17亿207.9万股$1.15亿203.1万股+4.9万股+2.40%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.06%0.06%#993$1.15亿204.0万股$1.09亿193.0万股+11.0万股+5.72%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.37%0.39%#449$1.15亿203.7万股$1.04亿184.0万股+19.7万股+10.71%加仓
Cambridge Investment Research Advisors, Inc.
0.25%0.26%#566$1.07亿188.7万股$1.01亿177.8万股+10.9万股+6.12%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.15%0.17%#711$9,575.3万169.5万股$9,710.5万171.3万股-1.8万股-1.04%减仓
FAS Wealth Partners, Inc.
4.9%5.4%#28$9,412.1万166.6万股$8,674.2万153.0万股+13.6万股+8.89%加仓
FIRST FOUNDATION 顾问FIRST FOUNDATION ADVISORS
3.18%3.6%#62$8,859.1万156.9万股$8,933.1万157.6万股-7,512股-0.48%减仓
Enstar Group LTD
40.18%40.13%#1$8,692.4万153.9万股$8,723.2万153.9万股00.00%持仓不变
Hamilton Capital, LLC
4.08%3.85%#37$8,240.0万145.9万股$7,694.3万134.4万股+11.5万股+8.53%加仓
大西洋联合银行Atlantic Union Bankshares Corp
1.33%1.39%#187$7,943.5万140.6万股$7,255.0万128.0万股+12.6万股+9.88%加仓
Prosperity Consulting 集团Prosperity Consulting Group, LLC
2.99%3.46%#64$7,913.7万140.1万股$7,769.8万137.1万股+3.0万股+2.21%加仓
Allworth金融Allworth Financial LP
0.32%0.3%#483$7,637.0万135.2万股$7,333.3万129.4万股+5.8万股+4.51%加仓
Clearstead顾问Clearstead Advisors, LLC
0.66%0.64%#295$7,022.1万124.3万股$7,002.4万123.5万股+7,859股+0.64%加仓
Focus Partners财富Focus Partners Wealth
0.07%0.07%#948$6,606.0万117.0万股$6,163.3万108.7万股+8.2万股+7.58%加仓
NewEdge顾问NewEdge Advisors, LLC
0.18%0.16%#638$6,197.5万109.7万股$4,411.7万77.8万股+31.9万股+40.97%加仓
SHP Wealth Management
4.07%4.03%#38$5,914.6万104.7万股$5,338.5万94.2万股+10.5万股+11.18%加仓
Traynor Capital Management, Inc.
2.71%3.24%#74$5,898.1万104.4万股$5,526.2万99.3万股+5.1万股+5.16%加仓
富兰克林资源FRANKLIN RESOURCES INC
0.01%0.01%#1233$5,779.9万102.3万股$5,711.5万100.8万股+1.6万股+1.56%加仓
城堡顾问CITADEL ADVISORS LLC
0.01%0.01%#1279$5,761.2万102.0万股$3,867.7万68.2万股+33.8万股+49.48%加仓
Foguth Wealth Management, LLC.
6.4%6.01%#15$5,631.9万99.9万股$5,153.0万92.0万股+7.9万股+8.62%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.29%0.3%#518$5,585.9万98.9万股$5,883.8万103.8万股-4.9万股-4.73%减仓
Truist金融TRUIST FINANCIAL CORP
0.06%0.08%#956$5,439.9万96.3万股$5,636.1万99.4万股-3.1万股-3.14%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%0.01%#1311$5,434.5万96.2万股$5,794.2万102.2万股-6.0万股-5.88%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.24%0.21%#572$5,180.8万91.7万股$4,021.0万70.9万股+20.8万股+29.30%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.63%0.74%#315$5,149.7万91.2万股$4,560.0万80.5万股+10.7万股+13.33%加仓
CARY STREET PARTNERS FINANCIAL LLC
1.09%1.37%#207$4,988.0万88.3万股$5,527.4万97.5万股-9.2万股-9.44%减仓
Private Advisor集团Private Advisor Group, LLC
0.23%0.07%#588$4,943.9万87.5万股$1,438.1万25.4万股+62.2万股+244.99%加仓

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