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摩根大通·CORE PLUS BOND ETF · 13F 机构持仓分析
期权收益计算器 机构排行
J

摩根大通·CORE PLUS BOND ETF

JPMORGAN CORE PLUS BOND ETFJCPB
持有机构数
560
机构合计市值 (Q2 2026)
$132.29亿
机构合计股数 (Q2 2026)
2.82亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+6,668.5万股
406 · 73 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-945.0万股
153 · 43 清仓 · ≈
⚖️ 净额
+5,723.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$132.29亿
持有机构数
560
新买入
73
加仓
333
减仓
110
清仓
43
持股不变
44
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
Betterment智能投顾Betterment LLC
2.26%0.56%#97$13.34亿2,841.7万股$2.94亿623.5万股+2,218.2万股+355.79%加仓
HB财富管理HB Wealth Management, LLC
4.1%4.38%#57$7.31亿1,563.0万股$6.76亿1,442.2万股+120.7万股+8.37%加仓
胜利资本管理VICTORY CAPITAL MANAGEMENT INC
0.39%0.45%#221$6.96亿1,485.1万股$6.98亿1,485.1万股00.00%持仓不变
摩根士丹利MORGAN STANLEY
0.03%0.01%#414$5.88亿1,252.6万股$2.02亿424.6万股+828.0万股+195.01%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.11%0.1%#313$4.15亿883.4万股$3.16亿670.5万股+212.9万股+31.75%加仓
FM Global互助保险FACTORY MUTUAL INSURANCE CO
3.52%3.1%#70$3.75亿798.3万股$2.75亿584.6万股+213.7万股+36.55%加仓
摩根大通JPMORGAN CHASE & CO
0.02%0.02%#440$3.57亿757.7万股$2.60亿554.3万股+203.3万股+36.68%加仓
OpenArc企业顾问OpenArc Corporate Advisory, LLC
3.02%3.24%#82$2.54亿541.6万股$2.26亿481.0万股+60.6万股+12.59%加仓
MarinerMariner, LLC
0.26%0.26%#247$2.53亿540.0万股$2.23亿472.8万股+67.3万股+14.23%加仓
美国银行BANK OF AMERICA CORP /DE/
0.02%0.02%#450$2.48亿529.1万股$2.53亿537.7万股-8.6万股-1.59%减仓
Dynasty财富管理Dynasty Wealth Management, LLC
1.75%1.82%#117$2.36亿501.9万股$2.09亿444.1万股+57.8万股+13.01%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.12%0.09%#307$2.22亿472.9万股$1.45亿307.3万股+165.7万股+53.91%加仓
现代财富管理Modern Wealth Management, LLC
2.4%1.75%#94$2.02亿430.1万股$1.02亿218.6万股+211.5万股+96.72%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.03%0.04%#424$2.01亿429.5万股$2.60亿552.9万股-123.4万股-22.31%减仓
Legacy Wealth Management, LLC
9.97%10.62%#12$1.90亿405.8万股$1.82亿386.8万股+19.0万股+4.91%加仓
Janney Montgomery Scott LLC
0.34%0.42%#231$1.77亿376.6万股$1.68亿356.9万股+19.8万股+5.54%加仓
Cetera投资顾问Cetera Investment Advisers
0.15%0.1%#287$1.64亿349.8万股$9,870.2万209.6万股+140.1万股+66.83%加仓
HighTower顾问HighTower Advisors, LLC
0.15%0.16%#284$1.60亿339.8万股$1.52亿322.4万股+17.4万股+5.41%加仓
LPL金融LPL Financial LLC
0.04%0.02%#399$1.57亿333.5万股$7,879.6万167.4万股+166.1万股+99.25%加仓
Valeo Financial 顾问Valeo Financial Advisors, LLC
2.91%3.06%#83$1.38亿312.7万股$1.28亿290.6万股+22.0万股+7.59%加仓
Moss Adams Wealth Advisors LLC
8.51%9.04%#20$1.36亿290.3万股$1.24亿262.5万股+27.8万股+10.58%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.03%#409$1.35亿287.8万股$1.23亿261.5万股+26.3万股+10.05%加仓
Summit Financial Strategies, Inc.
9.23%9.79%#17$1.31亿280.1万股$1.24亿263.9万股+16.1万股+6.11%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.14%0.15%#290$1.23亿261.5万股$1.04亿221.9万股+39.6万股+17.83%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
1.08%1.22%#144$1.15亿245.4万股$1.10亿233.9万股+11.5万股+4.90%加仓
Confluence Wealth Services, Inc.
3.18%3.34%#78$1.11亿236.7万股$8,616.8万183.0万股+53.7万股+29.34%加仓
富国银行WELLS FARGO & COMPANY/MN
0.02%0.02%#445$1.10亿234.1万股$1.13亿240.5万股-6.4万股-2.67%减仓
First Pacific Financial
11.59%12.16%#8$9,728.5万207.3万股$9,442.8万200.6万股+6.7万股+3.33%加仓
McAdam, LLC
3.58%2.78%#68$9,265.9万197.4万股$6,176.6万131.2万股+66.2万股+50.46%加仓
CGN Advisors LLC
6.64%6.7%#33$9,091.3万193.7万股$8,481.4万180.1万股+13.5万股+7.51%加仓
Savant资本Savant Capital, LLC
0.27%0.48%#246$9,038.5万192.6万股$9,858.3万209.4万股-16.8万股-8.04%减仓
Grant Street Asset Management, Inc.
13.98%15.96%#5$8,531.9万181.8万股$8,284.7万176.0万股+5.8万股+3.29%加仓
First Washington CORP
19.87%20.58%#1$8,155.8万173.7万股$7,274.7万154.5万股+19.2万股+12.45%加仓
Avantax Planning Partners, Inc.
2.02%2.16%#104$8,098.4万172.5万股$7,884.1万167.5万股+5.1万股+3.02%加仓
Bogart Wealth, LLC
2.76%2.85%#89$8,054.9万171.6万股$7,394.5万157.1万股+14.5万股+9.26%加仓
Capital Analysts, LLC
1.8%1.95%#114$7,801.0万166.2万股$6,847.0万144.6万股+21.6万股+14.93%加仓
D.B. Root & Company, LLC
16.33%17.33%#3$7,686.2万163.7万股$7,252.8万154.1万股+9.7万股+6.29%加仓
Hughes Financial Services, LLC
10.08%10.9%#10$7,605.2万162.0万股$7,092.6万150.6万股+11.4万股+7.55%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.11%0.12%#311$7,364.5万156.9万股$7,016.2万149.0万股+7.9万股+5.28%加仓
Allen Capital Group, LLC
5.86%6.19%#42$7,201.3万153.4万股$6,924.0万147.1万股+6.3万股+4.32%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.09%0.09%#334$6,963.4万148.3万股$6,440.1万136.8万股+11.6万股+8.45%加仓
DAYMARK WEALTH 合伙人DAYMARK WEALTH PARTNERS, LLC
1.68%1.11%#118$6,902.1万147.0万股$3,528.4万74.9万股+72.1万股+96.20%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.13%0.1%#297$6,466.0万137.7万股$3,758.3万79.8万股+57.9万股+72.56%加仓
Corient私人财富Corient Private Wealth LLC
0.05%0.07%#382$6,451.7万137.4万股$4,858.4万103.2万股+34.2万股+33.16%加仓
KINTRA WEALTH, LLC
3.34%2.21%#76$6,413.0万138.5万股$3,122.5万66.3万股+72.1万股+108.75%加仓
Calamos 财富管理Calamos Wealth Management LLC
1.91%2.06%#108$6,318.7万134.9万股$5,987.9万127.4万股+7.5万股+5.93%加仓
SENTINEL PENSION ADVISORS, LLC
5.24%8.79%#48$6,211.8万133.4万股$5,948.9万126.4万股+7.0万股+5.54%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.1%0.12%#318$6,180.9万132.9万股$5,577.0万118.7万股+14.2万股+11.94%加仓
Wiser Wealth Management, Inc
11.81%13.05%#6$6,172.5万131.5万股$6,051.4万128.5万股+3.0万股+2.31%加仓
蓝泉财富管理Bluespring Wealth Management, LLC
1.18%3.37%#139$6,138.4万130.8万股$3,911.5万83.1万股+47.7万股+57.40%加仓

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