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 FJMST
持有机构数
560
机构合计市值 (Q2 2026)
$50.69亿
机构合计股数 (Q2 2026)
7,006.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+803.0万股
296 · 48 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-721.5万股
224 · 36 清仓 · ≈
⚖️ 净额
+81.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$50.69亿
持有机构数
560
新买入
48
加仓
248
减仓
188
清仓
36
持股不变
76
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
Roehl & Yi Investment Advisors, LLC
0.52%0.56%#114$14.97亿2.9万股$102.1万2.0万股+9,224股+45.82%加仓
美国银行BANK OF AMERICA CORP /DE/
0.02%0.02%#457$2.36亿461.8万股$2.13亿418.5万股+43.4万股+10.36%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.1%0.12%#270$1.95亿383.3万股$1.98亿387.6万股-4.3万股-1.10%减仓
HB财富管理HB Wealth Management, LLC
0.93%0.84%#66$1.67亿326.8万股$1.30亿255.2万股+71.6万股+28.07%加仓
LPL金融LPL Financial LLC
0.04%0.04%#397$1.57亿307.9万股$1.57亿307.9万股+160股+0.01%加仓
Resonant Capital Advisors, LLC
4.49%4.6%#5$9,394.0万184.2万股$8,764.7万171.9万股+12.3万股+7.14%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#468$8,043.0万157.7万股$7,913.2万155.2万股+2.5万股+1.60%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.01%0.01%#467$7,968.4万156.2万股$6,431.8万126.2万股+30.1万股+23.84%加仓
富达投资FMR LLC
<0.01%<0.01%#536$7,042.0万138.1万股$7,047.4万138.2万股-1,599股-0.12%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#535$6,116.3万119.9万股$5,021.1万98.5万股+21.4万股+21.74%加仓
Salomon & Ludwin, LLC
5.52%5.44%#2$6,089.7万119.0万股$6,089.7万119.0万股00.00%持仓不变
贝拉德公司BAILARD, INC.
1.19%0.39%#45$5,849.6万114.7万股$1,717.7万33.7万股+81.0万股+240.46%加仓
瑞银集团UBS Group AG
0.01%0.01%#503$5,514.3万108.1万股$5,281.0万103.6万股+4.5万股+4.38%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#465$4,898.3万96.0万股$4,806.5万94.3万股+1.8万股+1.87%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.21%0.25%#195$4,198.0万82.3万股$3,125.5万61.3万股+21.0万股+34.26%加仓
阿尔法核心资本AlphaCore Capital LLC
0.7%0.93%#85$3,809.9万74.7万股$3,922.2万76.9万股-2.2万股-2.90%减仓
WEATHERLY ASSET MANAGEMENT L. P.
2.64%3%#11$3,710.0万72.7万股$3,704.1万72.7万股+865股+0.12%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.05%#383$3,656.2万71.7万股$3,674.6万72.1万股-3,917股-0.54%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#510$3,622.4万71.0万股$3,284.7万64.4万股+6.6万股+10.23%加仓
Bridgewater Advisors Inc.
1.88%1.9%#24$3,451.3万67.9万股$3,192.0万62.7万股+5.1万股+8.20%加仓
北岩合伙人NorthRock Partners, LLC
0.49%1.23%#118$3,380.5万66.3万股$7,602.9万149.1万股-82.8万股-55.55%减仓
Corient私人财富Corient Private Wealth LLC
0.02%0.06%#432$3,260.8万63.9万股$4,505.8万88.4万股-24.4万股-27.66%减仓
MarinerMariner, LLC
0.03%0.05%#404$3,132.6万61.4万股$4,527.0万88.8万股-27.4万股-30.83%减仓
Cerity合伙人Cerity Partners LLC
0.04%0.05%#393$3,083.8万60.5万股$3,276.0万64.3万股-3.8万股-5.90%减仓
CWA Asset Management 集团CWA Asset Management Group, LLC
0.93%0.94%#65$3,065.6万60.1万股$2,763.7万54.2万股+5.9万股+10.88%加仓
Sage Mountain Advisors LLC
1.75%1.95%#29$2,838.2万55.7万股$2,786.4万54.7万股+9,946股+1.82%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#477$2,768.6万54.3万股$2,143.6万42.1万股+12.2万股+29.11%加仓
KeyBank国民银行KEYBANK NATIONAL ASSOCIATION/OH
0.09%0.1%#288$2,737.9万53.7万股$2,731.4万53.6万股+1,062股+0.20%加仓
Trust Co
2.45%2.49%#15$2,714.7万53.2万股$2,653.5万52.0万股+1.2万股+2.27%加仓
Focus Partners财富Focus Partners Wealth
0.03%0.03%#420$2,674.8万52.4万股$2,325.0万45.4万股+7.1万股+15.57%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.04%0.04%#380$2,670.1万52.4万股$2,005.0万39.4万股+13.0万股+33.12%加仓
HighTower顾问HighTower Advisors, LLC
0.03%0.03%#431$2,611.1万51.2万股$2,713.7万53.2万股-2.0万股-3.82%减仓
FSM Wealth Advisors, LLC
2.76%3.13%#9$2,594.9万50.9万股$2,432.4万47.7万股+3.2万股+6.64%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.04%0.03%#389$2,564.8万50.3万股$1,680.9万33.0万股+17.3万股+52.52%加仓
Global Wealth Management, LLC
13.05%14.53%#1$2,562.2万50.2万股$2,664.8万52.3万股-2.0万股-3.89%减仓
普特南投资管理FLPUTNAM INVESTMENT MANAGEMENT CO
0.3%0.49%#152$2,523.0万49.5万股$3,306.6万64.9万股-15.4万股-23.73%减仓
TFO Wealth Partners, LLC
2.73%3.17%#10$2,510.4万49.2万股$2,334.6万45.8万股+3.4万股+7.49%加仓
富兰克林资源FRANKLIN RESOURCES INC
0.01%<0.01%#515$2,450.7万48.1万股$2,012.2万39.5万股+8.6万股+21.75%加仓
SouthState Bank Corp
0.99%0.78%#57$2,378.5万46.6万股$1,668.4万32.7万股+13.9万股+42.51%加仓
Dynasty财富管理Dynasty Wealth Management, LLC
0.17%0.16%#218$2,305.8万45.2万股$1,880.0万36.9万股+8.3万股+22.60%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#439$2,276.2万44.6万股$2,101.7万41.2万股+3.4万股+8.26%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.3%0.38%#155$2,258.3万44.3万股$2,607.8万51.2万股-6.9万股-13.44%减仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.53%0.75%#112$2,254.9万44.2万股$2,681.3万52.6万股-8.4万股-15.94%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.03%0.03%#405$2,096.9万41.1万股$1,950.0万38.3万股+2.9万股+7.49%加仓
Global Strategic Investment Solutions, LLC
1.85%2.09%#25$2,088.0万40.9万股$2,146.0万42.1万股-1.2万股-2.74%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.03%#429$2,025.0万39.7万股$1,841.7万36.1万股+3.6万股+9.91%加仓
Private Advisor集团Private Advisor Group, LLC
0.09%0.06%#292$1,945.5万38.1万股$1,210.6万23.7万股+14.4万股+60.65%加仓
Interchange Capital Partners, LLC
3.45%3.52%#8$1,835.5万36.0万股$1,114.0万21.9万股+14.1万股+64.34%加仓
梯度投资Gradient Investments LLC
0.25%0.22%#173$1,819.9万35.7万股$1,388.9万27.2万股+8.4万股+30.98%加仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.27%0.63%#163$1,722.1万33.8万股$1,953.9万38.3万股-4.6万股-11.90%减仓

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