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摩根大通·ULTRA-SHORT INCOME ETF · 13F 机构持仓分析
期权收益计算器 机构排行
J

摩根大通·ULTRA-SHORT INCOME ETF

JPMORGAN ULTRA-SHORT INCOME ETFJPST
持有机构数
1191
机构合计市值 (Q2 2026)
$255.53亿
机构合计股数 (Q2 2026)
5.05亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+3,873.8万股
607 · 100 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2,618.9万股
572 · 108 清仓 · ≈
⚖️ 净额
+1,254.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$255.53亿
持有机构数
1191
新买入
100
加仓
507
减仓
464
清仓
108
持股不变
120
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
摩根大通JPMORGAN CHASE & CO
0.27%0.33%#531$49.70亿9,825.6万股$50.72亿1.00亿股-204.1万股-2.03%减仓
摩根士丹利MORGAN STANLEY
0.17%0.18%#637$32.07亿6,341.0万股$30.45亿6,001.9万股+339.1万股+5.65%加仓
LPL金融LPL Financial LLC
0.23%0.27%#567$10.11亿1,999.3万股$10.07亿1,990.2万股+9.1万股+0.46%加仓
美国银行BANK OF AMERICA CORP /DE/
0.06%0.06%#867$9.17亿1,812.9万股$8.20亿1,619.9万股+193.1万股+11.92%加仓
Betterment智能投顾Betterment LLC
1.18%1.31%#265$6.96亿1,375.8万股$6.91亿1,365.2万股+10.6万股+0.78%加仓
富达投资FMR LLC
0.03%0.02%#965$6.47亿1,279.3万股$4.34亿856.7万股+422.6万股+49.33%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.08%0.09%#796$6.07亿1,200.6万股$5.89亿1,163.2万股+37.3万股+3.21%加仓
富国银行WELLS FARGO & COMPANY/MN
0.1%0.11%#757$5.99亿1,183.6万股$6.02亿1,190.1万股-6.5万股-0.55%减仓
HB财富管理HB Wealth Management, LLC
2.84%3.11%#130$5.07亿1,006.5万股$4.81亿955.1万股+51.4万股+5.39%加仓
瑞银集团UBS Group AG
0.06%0.08%#843$5.00亿988.1万股$5.47亿1,081.2万股-93.0万股-8.60%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.08%0.1%#787$3.09亿611.1万股$3.38亿667.1万股-56.0万股-8.39%减仓
淡马锡控股Temasek Holdings (Private) Ltd
0.8%0.98%#332$2.99亿591.9万股$3.00亿591.9万股00.00%持仓不变
Cerity合伙人Cerity Partners LLC
0.33%0.37%#494$2.76亿544.8万股$2.63亿518.7万股+26.1万股+5.04%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.04%0.05%#922$2.68亿529.2万股$2.72亿537.3万股-8.1万股-1.51%减仓
FOSTER DYKEMA CABOT & PARTNERS, LLC
14.2%15.32%#7$2.44亿483.2万股$2.41亿475.9万股+7.2万股+1.52%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.05%0.08%#890$2.17亿428.9万股$2.81亿555.0万股-126.1万股-22.72%减仓
Cetera投资顾问Cetera Investment Advisers
0.19%0.18%#614$2.07亿409.1万股$1.71亿337.7万股+71.4万股+21.13%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.32%0.4%#498$1.96亿388.4万股$1.84亿364.2万股+24.1万股+6.63%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.1%0.11%#748$1.84亿364.8万股$1.72亿340.2万股+24.5万股+7.21%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.03%0.03%#959$1.44亿284.0万股$1.37亿270.0万股+14.0万股+5.17%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.16%0.18%#649$1.37亿271.4万股$1.22亿241.6万股+29.8万股+12.35%加仓
Kensington Asset Management, LLC
7.45%5.5%#28$1.37亿270.1万股$1.01亿199.5万股+70.6万股+35.42%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.05%0.05%#879$1.35亿266.8万股$1.11亿219.7万股+47.1万股+21.43%加仓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP
3.98%4.98%#92$1.24亿245.5万股$1.42亿281.2万股-35.6万股-12.68%减仓
Waverly顾问Waverly Advisors, LLC
0.69%0.66%#346$1.19亿236.1万股$8,893.1万175.7万股+60.4万股+34.35%加仓
Cornerstone Management, Inc.
16.36%16.57%#5$1.14亿224.8万股$1.04亿205.4万股+19.4万股+9.44%加仓
五三银行FIFTH THIRD BANCORP
0.18%0.2%#627$1.10亿217.1万股$1.09亿215.8万股+1.2万股+0.57%加仓
Stifel金融STIFEL FINANCIAL CORP
0.09%0.09%#776$1.08亿214.3万股$9,299.7万183.8万股+30.5万股+16.62%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.13%0.13%#686$1.05亿208.0万股$9,179.2万181.4万股+26.6万股+14.69%加仓
Bridgewater Advisors Inc.
5.64%5.77%#51$1.04亿205.7万股$9,697.6万192.0万股+13.8万股+7.17%加仓
Cambridge Investment Research Advisors, Inc.
0.23%0.45%#564$1.01亿200.5万股$1.75亿346.1万股-145.6万股-42.06%减仓
HighTower顾问HighTower Advisors, LLC
0.1%0.07%#755$1.01亿198.8万股$6,708.8万132.6万股+66.3万股+50.01%加仓
QUADRANT CAPITAL 集团QUADRANT CAPITAL GROUP LLC
2.74%3.23%#134$9,982.4万197.4万股$1.08亿213.5万股-16.1万股-7.53%减仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
1.55%3.76%#217$9,723.6万192.3万股$1.17亿232.0万股-39.7万股-17.12%减仓
GREENWOOD GEARHART LLC
4.3%4.76%#85$9,240.6万182.7万股$8,803.8万174.0万股+8.8万股+5.05%加仓
Focus Partners财富Focus Partners Wealth
0.09%0.1%#767$9,123.9万180.4万股$9,069.1万179.2万股+1.2万股+0.68%加仓
AssetMarkASSETMARK, INC
0.15%0.17%#656$8,996.2万177.9万股$8,256.2万163.1万股+14.8万股+9.05%加仓
锚顾问Ancora Advisors LLC
1.74%#197$8,975.8万177.5万股$00股+177.5万股新买入
河畔投资集团RiverFront Investment Group, LLC
1.06%2.15%#285$7,994.1万158.1万股$1.39亿274.3万股-116.2万股-42.37%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.36%0.46%#473$7,329.6万144.9万股$5,721.2万113.0万股+31.9万股+28.21%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.11%0.12%#721$6,957.5万137.6万股$6,583.0万130.1万股+7.5万股+5.77%加仓
花旗集团CITIGROUP INC
0.02%<0.01%#995$6,755.5万133.6万股$643.4万12.7万股+120.9万股+950.82%加仓
Rock Creek Group LLC
6.64%6.54%#35$6,594.3万130.4万股$6,463.4万127.7万股+2.7万股+2.11%加仓
TRUSTMARK BANK TRUST DEPARTMENT
3.92%4.57%#98$6,577.7万130.1万股$7,111.7万140.5万股-10.4万股-7.44%减仓
SignatureFD财富SIGNATUREFD, LLC
0.87%1.07%#313$6,548.5万129.5万股$6,962.9万137.6万股-8.1万股-5.88%减仓
Bramshill Investments, LLC
4.96%5.58%#66$6,487.9万128.3万股$6,482.1万128.1万股+2,167股+0.17%加仓
N.E.W. Advisory Services LLC
4.3%4.39%#84$6,434.6万127.2万股$5,869.8万116.0万股+11.3万股+9.71%加仓
NewEdge顾问NewEdge Advisors, LLC
0.19%0.21%#612$6,372.1万126.0万股$5,840.1万115.4万股+10.6万股+9.20%加仓
Crane Advisory, LLC
8.69%9.04%#17$6,052.2万119.9万股$6,036.5万119.5万股+4,051股+0.34%加仓
Capital Asset 咨询服务Capital Asset Advisory Services LLC
2.17%2.22%#166$5,995.0万118.5万股$5,785.8万114.4万股+4.1万股+3.62%加仓

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