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 FJPIE
持有机构数
472
机构合计市值 (Q2 2026)
$58.63亿
机构合计股数 (Q2 2026)
1.27亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,068.6万股
321 · 65 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-506.7万股
146 · 38 清仓 · ≈
⚖️ 净额
+1,561.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$58.63亿
持有机构数
472
新买入
65
加仓
256
减仓
108
清仓
38
持股不变
43
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
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.08%0.06%#263$6.16亿1,338.0万股$4.00亿868.0万股+470.0万股+54.15%加仓
摩根大通JPMORGAN CHASE & CO
0.02%0.02%#349$3.81亿827.3万股$3.08亿669.8万股+157.4万股+23.50%加仓
摩根士丹利MORGAN STANLEY
0.02%0.02%#360$3.37亿730.9万股$2.50亿539.6万股+191.2万股+35.44%加仓
红杉金融顾问Sequoia Financial Advisors, LLC
1.64%1.64%#75$3.28亿713.1万股$2.94亿638.4万股+74.8万股+11.71%加仓
富国银行WELLS FARGO & COMPANY/MN
0.05%0.05%#302$2.89亿628.5万股$2.66亿578.2万股+50.3万股+8.70%加仓
Savant资本Savant Capital, LLC
0.84%1.43%#107$2.86亿621.6万股$2.96亿643.1万股-21.6万股-3.35%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#382$1.90亿413.2万股$1.67亿361.7万股+51.6万股+14.25%加仓
Waverly顾问Waverly Advisors, LLC
0.71%0.86%#118$1.23亿266.8万股$1.15亿249.2万股+17.6万股+7.07%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.03%#330$1.21亿263.5万股$1.20亿260.3万股+3.2万股+1.23%加仓
LPL金融LPL Financial LLC
0.02%0.01%#348$9,541.0万207.2万股$3,323.1万72.1万股+135.1万股+187.24%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.02%#337$9,272.4万201.4万股$7,996.1万173.6万股+27.8万股+16.01%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.02%#379$8,723.1万189.4万股$1.05亿228.8万股-39.4万股-17.21%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.09%0.11%#253$7,950.4万172.6万股$7,574.8万164.4万股+8.2万股+5.00%加仓
Syntegra Private Wealth Group, LLC
5.93%4.83%#17$7,653.6万166.2万股$5,085.3万110.4万股+55.8万股+50.57%加仓
Southern Financial Group, LLC
16.58%17.37%#2$6,495.1万141.0万股$6,216.0万134.9万股+6.1万股+4.54%加仓
CARY STREET PARTNERS FINANCIAL LLC
1.23%1.29%#89$5,641.5万122.5万股$5,195.4万112.8万股+9.7万股+8.63%加仓
Hilton Capital Management, LLC
3.71%3.37%#33$5,451.4万118.4万股$4,465.4万96.9万股+21.5万股+22.13%加仓
Janney Montgomery Scott LLC
0.1%0.12%#249$5,218.0万113.3万股$4,764.8万103.4万股+9.9万股+9.56%加仓
Williams Financial, LLC
26.66%28.19%#1$5,159.0万112.0万股$4,842.3万105.1万股+6.9万股+6.59%加仓
Wagner Wealth Management, LLC
8.81%8.42%#7$4,764.2万103.5万股$4,170.5万90.5万股+12.9万股+14.28%加仓
D'Orazio & Associates, Inc.
5.28%5.65%#21$4,565.2万99.1万股$4,360.1万94.6万股+4.5万股+4.75%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.07%0.07%#275$4,452.8万96.7万股$4,077.7万88.5万股+8.2万股+9.25%加仓
Enclave Advisors LLC
5.6%5.55%#18$4,423.2万96.1万股$4,045.3万87.8万股+8.2万股+9.39%加仓
Truist金融TRUIST FINANCIAL CORP
0.05%0.05%#299$4,051.1万88.0万股$3,731.6万81.0万股+7.0万股+8.61%加仓
KINTRA WEALTH, LLC
2.03%1.88%#62$3,895.1万84.9万股$2,659.1万57.7万股+27.2万股+47.09%加仓
Cornerstone Advisory, LLC
3.17%3%#40$3,820.0万83.0万股$3,172.3万68.9万股+14.1万股+20.47%加仓
Diversified Enterprises, LLC
1.83%2%#70$3,786.1万82.2万股$3,654.3万79.3万股+2.9万股+3.65%加仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.04%#325$3,733.7万81.1万股$3,380.1万73.4万股+7.7万股+10.51%加仓
Confluence Wealth Services, Inc.
0.98%0.99%#97$3,411.4万74.1万股$2,560.8万55.6万股+18.5万股+33.27%加仓
Capital Advisors Wealth Management, LLC
3.85%4.06%#29$3,282.2万71.3万股$3,026.6万65.7万股+5.6万股+8.49%加仓
LODESTAR PRIVATE ASSET MANAGEMENT LLC
2.56%2.73%#50$2,957.7万64.2万股$2,771.0万60.1万股+4.1万股+6.78%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.55%0.53%#133$2,904.4万63.1万股$2,742.1万59.5万股+3.5万股+5.96%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#386$2,811.1万61.0万股$1,854.0万40.4万股+20.6万股+50.90%加仓
Scott Capital Advisors, LLC
4.31%5.34%#26$2,752.9万59.8万股$2,635.4万57.2万股+2.6万股+4.51%加仓
Armor Investment Advisors, LLC
8.71%9.02%#8$2,716.2万59.0万股$2,502.1万54.3万股+4.7万股+8.60%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.15%0.15%#224$2,680.4万58.2万股$2,542.7万55.2万股+3.0万股+5.46%加仓
Stifel金融STIFEL FINANCIAL CORP
0.02%0.02%#346$2,647.2万57.5万股$2,561.4万55.6万股+1.9万股+3.39%加仓
Longview Financial Advisors LLC
13.01%13.02%#3$2,632.0万57.2万股$2,395.8万52.0万股+5.2万股+9.90%加仓
Resonant Capital Advisors, LLC
1.24%1.31%#88$2,592.6万56.3万股$2,498.7万54.2万股+2.1万股+3.80%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.4%0.4%#151$2,532.0万55.0万股$2,222.6万48.2万股+6.7万股+13.97%加仓
Planned Solutions, Inc.
7.18%8.04%#13$2,505.2万54.4万股$2,455.9万53.3万股+1.1万股+2.05%加仓
Lineweaver Wealth Advisors, LLC
2.93%3.63%#44$2,474.7万53.7万股$2,694.2万58.5万股-4.7万股-8.11%减仓
Schneider Downs Wealth Management Advisors, LP
2.31%2.4%#55$2,455.2万53.3万股$2,179.3万47.3万股+6.0万股+12.71%加仓
TPG Financial Advisors, LLC
8.13%7.78%#10$2,392.8万51.9万股$2,392.8万51.9万股00.00%持仓不变
NavPoint Financial, Inc.
8.86%9.29%#6$2,391.6万51.9万股$2,298.4万49.9万股+2.0万股+4.10%加仓
Certified Advisory Corp
1.92%1.95%#67$2,385.2万51.8万股$2,176.7万47.2万股+4.5万股+9.63%加仓
Visionary Wealth 顾问Visionary Wealth Advisors
0.92%1.03%#103$2,317.6万50.3万股$2,336.4万50.7万股-3,877股-0.76%减仓
MEANS INVESTMENT CO., INC.
1.75%#71$2,311.4万50.2万股$00股+50.2万股新买入
阿波罗财富管理Apollon Wealth Management, LLC
0.28%0.31%#172$2,295.9万49.9万股$1,915.1万41.6万股+8.3万股+19.93%加仓
NewEdge财富NewEdge Wealth, LLC
0.23%0.31%#183$2,283.3万49.6万股$2,612.4万56.7万股-7.1万股-12.56%减仓

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