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 FJMUB
持有机构数
507
机构合计市值 (Q2 2026)
$53.63亿
机构合计股数 (Q2 2026)
1.06亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,493.1万股
327 · 53 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-497.3万股
155 · 40 清仓 · ≈
⚖️ 净额
+995.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$53.63亿
持有机构数
507
新买入
53
加仓
274
减仓
115
清仓
40
持股不变
65
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
0.03%0.04%#344$6.14亿1,212.0万股$6.42亿1,284.8万股-72.9万股-5.67%减仓
LPL金融LPL Financial LLC
0.08%0.08%#276$3.43亿677.3万股$3.10亿620.5万股+56.8万股+9.15%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.14%0.15%#219$2.67亿526.3万股$2.38亿477.0万股+49.3万股+10.33%加仓
Meeder Advisory Services, Inc.
8.14%8.91%#4$2.22亿439.0万股$2.13亿426.2万股+12.7万股+2.99%加仓
Cetera投资顾问Cetera Investment Advisers
0.19%0.19%#194$2.07亿408.9万股$1.82亿363.5万股+45.4万股+12.48%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.03%0.03%#345$1.65亿325.8万股$1.44亿287.4万股+38.3万股+13.33%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.06%0.03%#288$1.58亿312.5万股$7,080.6万142.0万股+170.5万股+120.07%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#418$1.50亿296.9万股$1.37亿273.6万股+23.3万股+8.53%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.22%0.25%#182$1.32亿263.0万股$1.14亿226.8万股+36.1万股+15.93%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.03%#363$1.11亿218.7万股$9,564.6万191.3万股+27.3万股+14.29%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.03%#366$9,061.7万178.9万股$8,691.0万173.9万股+5.0万股+2.90%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.12%0.11%#242$7,662.8万151.3万股$6,408.7万128.2万股+23.1万股+18.00%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.34%0.4%#141$6,856.2万135.4万股$5,020.2万100.4万股+34.9万股+34.78%加仓
1900 WEALTH MANAGEMENT LLC
3.81%4.51%#15$6,841.8万135.1万股$7,027.7万140.6万股-5.5万股-3.92%减仓
Avantax Planning Partners, Inc.
1.68%1.7%#43$6,764.8万133.5万股$6,204.6万124.1万股+9.4万股+7.60%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#454$6,370.7万125.8万股$20.3万4,029股+125.4万股+31,115.21%加仓
Forvis玛泽财富顾问Forvis Mazars Wealth Advisors, LLC
1.06%1.2%#67$6,361.3万125.6万股$6,341.9万126.9万股-1.3万股-1.01%减仓
Dynasty财富管理Dynasty Wealth Management, LLC
0.43%0.35%#117$5,807.3万114.6万股$3,985.5万79.7万股+34.9万股+43.80%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.06%0.07%#287$5,455.5万107.7万股$4,882.4万97.7万股+10.0万股+10.26%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.08%0.08%#275$5,030.2万99.3万股$4,389.6万87.8万股+11.5万股+13.09%加仓
Asio Capital, LLC
6.26%6.45%#10$4,889.6万96.5万股$4,589.8万91.8万股+4.7万股+5.13%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.34%0.37%#140$4,426.8万87.4万股$4,382.8万87.7万股-2,829股-0.32%减仓
G2 CAPITAL MANAGEMENT, LLC / OH
8.95%9.7%#3$4,104.8万81.0万股$3,988.8万79.8万股+1.2万股+1.56%加仓
中央信托CENTRAL TRUST Co
0.73%0.76%#86$4,018.4万79.3万股$3,875.9万77.5万股+1.8万股+2.31%加仓
Equitable控股Equitable Holdings, Inc.
0.23%0.24%#176$3,789.2万74.8万股$3,710.1万73.5万股+1.3万股+1.82%加仓
COLLECTIVE FAMILY OFFICE LLC
7.54%8.13%#5$3,688.0万72.8万股$3,611.4万72.2万股+5,631股+0.78%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.07%0.08%#277$3,668.0万72.4万股$2,819.9万56.4万股+16.0万股+28.37%加仓
TIAA财富投资管理TIAA Wealth Investment Management LLC
0.23%0.24%#172$3,485.7万68.8万股$3,124.5万62.5万股+6.3万股+10.09%加仓
AllGen Financial Advisors, Inc.
7.35%#6$3,367.0万66.5万股$00股+66.5万股新买入
Tortoise Investment Management, LLC
2.51%2.44%#24$3,364.6万66.4万股$2,955.1万59.1万股+7.3万股+12.36%加仓
MAI资本管理MAI Capital Management
0.12%0.18%#229$3,319.5万65.5万股$3,267.5万65.4万股+1,675股+0.26%加仓
贝拉德公司BAILARD, INC.
0.67%0.78%#93$3,310.2万65.3万股$3,399.8万68.0万股-2.7万股-3.91%减仓
OpenArc企业顾问OpenArc Corporate Advisory, LLC
0.39%0.34%#127$3,298.0万65.1万股$2,407.4万48.2万股+16.9万股+35.20%加仓
HighTower顾问HighTower Advisors, LLC
0.03%0.04%#349$3,283.9万64.8万股$4,121.9万82.5万股-17.6万股-21.38%减仓
AssetMarkASSETMARK, INC
0.06%0.06%#307$3,251.7万64.2万股$3,094.9万61.9万股+2.3万股+3.69%加仓
Corient私人财富Corient Private Wealth LLC
0.02%0.05%#376$3,038.8万60.0万股$3,375.6万67.6万股-7.6万股-11.29%减仓
ABLE Financial Group, LLC
4.95%4.81%#11$2,950.9万58.3万股$2,456.7万49.1万股+9.1万股+18.54%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.04%0.03%#342$2,795.6万55.2万股$2,425.5万48.5万股+6.7万股+13.75%加仓
Larson Financial 集团Larson Financial Group LLC
0.72%0.76%#87$2,723.6万53.8万股$2,395.2万47.9万股+5.9万股+12.22%加仓
Lebenthal Global Advisors, LLC
3.56%2.75%#16$2,637.8万52.1万股$1,894.0万37.9万股+14.2万股+37.44%加仓
Mather集团MATHER GROUP, LLC.
0.23%0.24%#175$2,618.7万51.7万股$2,375.8万47.5万股+4.2万股+8.78%加仓
Avidian Wealth Enterprises, LLC
0.71%0.75%#88$2,553.2万50.4万股$2,382.9万47.7万股+2.7万股+5.74%加仓
Clearwater Capital Advisors, LLC
1.86%1.94%#39$2,534.6万50.0万股$2,401.7万48.0万股+2.0万股+4.15%加仓
Syntegra Private Wealth Group, LLC
1.9%1.03%#37$2,456.6万48.5万股$1,087.6万21.8万股+26.7万股+122.92%加仓
Truist金融TRUIST FINANCIAL CORP
0.03%0.03%#359$2,408.1万47.5万股$2,164.4万43.3万股+4.2万股+9.80%加仓
Amplius Wealth Advisors, LLC
1.75%1.6%#42$2,383.7万47.1万股$1,922.6万38.5万股+8.6万股+22.35%加仓
Bridgewater Advisors Inc.
1.2%1.73%#62$2,207.1万44.5万股$2,913.6万58.0万股-13.6万股-23.38%减仓
Smith & Howard Wealth Management, LLC
4.36%4.85%#13$2,193.3万43.3万股$2,244.2万44.9万股-1.6万股-3.55%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#452$2,158.3万42.6万股$2,170.7万43.4万股-8,151股-1.88%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.09%<0.01%#260$2,031.1万40.1万股$56.7万1.1万股+39.0万股+3,435.78%加仓

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