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 FJQUA
持有机构数
474
机构合计市值 (Q2 2026)
$56.23亿
机构合计股数 (Q2 2026)
7,800.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+570.0万股
217 · 59 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-437.2万股
215 · 37 清仓 · ≈
⚖️ 净额
+132.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$56.23亿
持有机构数
474
新买入
59
加仓
158
减仓
178
清仓
37
持股不变
79
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
Savant资本Savant Capital, LLC
2.66%3.38%#42$9.07亿1,254.5万股$7.00亿1,141.7万股+112.8万股+9.88%加仓
LPL金融LPL Financial LLC
0.06%0.07%#260$2.54亿351.9万股$2.47亿403.3万股-51.4万股-12.73%减仓
Sage Mountain Advisors LLC
12.94%12.73%#3$2.10亿291.1万股$1.82亿296.7万股-5.6万股-1.90%减仓
Focus Partners财富Focus Partners Wealth
0.2%0.14%#172$1.90亿263.4万股$1.26亿205.3万股+58.1万股+28.31%加仓
ST GERMAIN D J CO INC
4.99%4.65%#20$1.39亿191.8万股$1.17亿191.6万股+2,651股+0.14%加仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#371$1.33亿185.8万股$9,632.2万160.8万股+25.0万股+15.57%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#373$1.31亿180.9万股$1.68亿266.7万股-85.8万股-32.16%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.03%#297$1.17亿162.0万股$1.00亿163.7万股-1.7万股-1.05%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#376$1.00亿138.5万股$8,497.0万138.6万股-464股-0.03%减仓
Savvy Advisors, Inc.
2.02%2.17%#50$9,503.3万131.5万股$8,118.0万132.4万股-9,078股-0.69%减仓
Facet财富Facet Wealth, Inc.
1.31%1.35%#70$9,171.9万126.9万股$7,774.0万126.8万股+1,163股+0.09%加仓
Quadcap Wealth Management, LLC
8.86%8.68%#8$9,110.5万126.0万股$7,635.1万124.5万股+1.5万股+1.23%加仓
Cetera投资顾问Cetera Investment Advisers
0.08%0.07%#230$8,630.7万119.4万股$6,331.1万103.2万股+16.2万股+15.65%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.04%0.05%#280$7,602.5万105.2万股$7,740.9万126.2万股-21.1万股-16.68%减仓
EP财富顾问EP Wealth Advisors, LLC
0.28%0.07%#139$7,409.0万102.5万股$1,371.9万22.4万股+80.1万股+358.17%加仓
LVZ, Inc.
7.46%7.12%#9$7,341.6万101.6万股$6,238.0万101.7万股-1,565股-0.15%减仓
Hughes Financial Services, LLC
9.69%8.99%#6$7,309.5万101.1万股$5,848.0万95.4万股+5.8万股+6.04%加仓
Avidian Wealth Enterprises, LLC
1.96%1.84%#53$7,088.2万98.1万股$5,826.8万95.0万股+3.0万股+3.20%加仓
MIDLAND WEALTH ADVISORS, LLC
3.31%3.12%#33$7,037.0万97.4万股$6,053.9万98.7万股-1.4万股-1.39%减仓
RVW Wealth, LLC
4.53%4.39%#23$6,886.8万95.3万股$5,629.8万91.8万股+3.5万股+3.78%加仓
UMB银行UMB Bank, n.a.
0.83%0.74%#83$6,519.1万90.2万股$5,309.0万86.6万股+3.6万股+4.17%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.08%0.08%#236$6,483.9万89.7万股$5,342.8万87.1万股+2.6万股+2.96%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#340$6,318.7万87.4万股$5,369.3万87.6万股-1,421股-0.16%减仓
Cambridge Investment Research Advisors, Inc.
0.14%0.14%#196$6,182.8万85.5万股$5,473.7万89.3万股-3.7万股-4.17%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.07%0.06%#245$5,657.1万78.3万股$4,556.3万74.3万股+4.0万股+5.33%加仓
魁北克Desjardins联合会Federation des caisses Desjardins du Quebec
0.17%0.17%#185$5,597.9万77.4万股$4,816.6万78.5万股-1.1万股-1.40%减仓
TFC Financial Management, Inc.
6.12%5.63%#14$5,523.4万76.4万股$4,572.1万74.6万股+1.9万股+2.49%加仓
Warren Street Wealth Advisors, LLC
11.22%10.6%#4$5,029.6万69.6万股$4,164.6万67.9万股+1.7万股+2.46%加仓
Vertex Planning Partners, LLC
7.32%7.4%#10$4,973.4万68.8万股$3,809.1万62.1万股+6.7万股+10.77%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.16%0.17%#190$4,942.1万68.4万股$4,403.7万71.8万股-3.4万股-4.79%减仓
Intellus Advisors LLC
5.01%4.83%#19$4,124.5万57.1万股$3,536.3万57.7万股-6,060股-1.05%减仓
Equitable控股Equitable Holdings, Inc.
0.24%0.23%#151$4,099.3万56.7万股$3,537.0万56.0万股+7,303股+1.30%加仓
Goldstone Financial Group, LLC
3.68%3.86%#30$4,021.6万55.6万股$3,559.1万58.0万股-2.4万股-4.14%减仓
Spectrum Wealth Advisory Group, LLC
11.02%12.18%#5$3,868.4万53.5万股$3,276.9万53.4万股+798股+0.15%加仓
巴特利特财富管理BARTLETT & CO. WEALTH MANAGEMENT LLC
0.45%0.41%#116$3,572.8万49.4万股$3,185.2万47.9万股+1.5万股+3.14%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.45%0.44%#115$3,331.1万46.1万股$2,877.5万46.9万股-8,410股-1.79%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.06%0.07%#263$3,330.1万45.9万股$3,279.0万53.1万股-7.1万股-13.41%减仓
Breakwater Capital Group
3.85%3.61%#29$3,210.0万44.4万股$2,692.3万43.9万股+5,036股+1.15%加仓
贝克大道资管Baker Avenue Asset Management, LP
0.6%0.61%#101$3,189.9万44.1万股$2,688.2万43.8万股+2,936股+0.67%加仓
SignatureFD财富SIGNATUREFD, LLC
0.42%0.48%#120$3,176.7万43.9万股$3,132.7万51.1万股-7.1万股-13.97%减仓
HEMMING& WEALTH MANAGEMENT, INC.
19.17%18.96%#1$3,149.3万43.6万股$2,715.5万44.3万股-7,123股-1.61%减仓
NewEdge顾问NewEdge Advisors, LLC
0.09%0.1%#219$3,115.8万43.1万股$2,715.1万44.3万股-1.2万股-2.64%减仓
One 资本管理One Capital Management, LLC
0.85%0.83%#81$3,014.5万49.2万股$3,014.5万49.2万股00.00%持仓不变
HighTower顾问HighTower Advisors, LLC
0.03%0.03%#309$2,834.5万39.2万股$2,355.8万38.4万股+7,989股+2.08%加仓
Strategent Financial, LLC
15.87%15.8%#2$2,754.9万38.1万股$2,326.8万37.9万股+1,693股+0.45%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#355$2,715.9万38.4万股$2,062.6万34.4万股+4.1万股+11.82%加仓
Sanchez Wealth Management Group
4.75%4.83%#22$2,711.0万37.5万股$2,232.3万36.4万股+1.1万股+3.03%加仓
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
6.77%6.57%#13$2,683.9万37.1万股$2,235.2万36.5万股+6,815股+1.87%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.25%0.22%#145$2,529.8万35.0万股$1,896.3万30.9万股+4.1万股+13.17%加仓
Dynamic Advisor Solutions LLC
0.71%0.63%#88$2,517.9万34.8万股$1,986.6万32.4万股+2.4万股+7.53%加仓

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