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 FJBND
持有机构数
326
机构合计市值 (Q2 2026)
$70.32亿
机构合计股数 (Q2 2026)
1.31亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,287.0万股
241 · 50 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-593.8万股
99 · 31 清仓 · ≈
⚖️ 净额
+1,693.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$70.32亿
持有机构数
326
新买入
50
加仓
191
减仓
68
清仓
31
持股不变
17
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
LPL金融LPL Financial LLC
0.25%0.24%#128$11.15亿2,084.8万股$9.08亿1,688.9万股+395.9万股+23.44%加仓
Allworth金融Allworth Financial LP
2.07%1.34%#41$4.87亿910.2万股$3.30亿613.0万股+297.2万股+48.48%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.08%0.07%#188$4.20亿785.3万股$3.13亿580.9万股+204.4万股+35.19%加仓
摩根大通JPMORGAN CHASE & CO
0.02%0.02%#244$3.73亿694.6万股$3.12亿580.6万股+114.1万股+19.65%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.5%0.48%#95$3.25亿607.7万股$2.76亿514.1万股+93.6万股+18.21%加仓
Cetera投资顾问Cetera Investment Advisers
0.26%0.22%#126$2.85亿532.9万股$2.06亿383.4万股+149.4万股+38.97%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.06%0.05%#200$2.73亿509.9万股$1.98亿368.1万股+141.8万股+38.52%加仓
美国银行BANK OF AMERICA CORP /DE/
0.02%0.02%#251$2.38亿445.3万股$2.27亿422.3万股+23.0万股+5.45%加仓
Private Advisor集团Private Advisor Group, LLC
0.95%0.9%#72$2.08亿389.5万股$1.91亿355.5万股+33.9万股+9.54%加仓
Janney Montgomery Scott LLC
0.32%0.29%#113$1.66亿311.0万股$1.17亿217.0万股+94.0万股+43.33%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.02%0.02%#239$1.48亿276.9万股$1.31亿244.4万股+32.5万股+13.29%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.04%0.04%#223$1.46亿272.4万股$1.35亿250.8万股+21.6万股+8.60%加仓
顶峰金融Summit Financial, LLC
1.03%1.14%#63$9,382.7万175.4万股$8,944.6万166.3万股+9.0万股+5.43%加仓
Bridgewater Advisors Inc.
4.93%5.15%#18$9,059.4万172.3万股$8,651.5万162.2万股+10.0万股+6.19%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.04%0.03%#227$8,945.0万166.6万股$6,785.7万127.2万股+39.4万股+30.94%加仓
Diversified Portfolios, Inc.
6.15%8.78%#9$8,474.1万158.4万股$1.07亿198.7万股-40.3万股-20.30%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.16%0.19%#152$8,039.6万150.3万股$6,748.0万125.5万股+24.8万股+19.74%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.75%0.89%#78$8,008.7万149.7万股$8,049.7万149.7万股-109股-0.01%减仓
BALDWIN WEALTH PARTNERS LLC/MA
5.14%5.74%#16$7,865.0万147.0万股$7,900.1万146.9万股+865股+0.06%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#261$7,739.2万144.7万股$7,208.8万134.1万股+10.6万股+7.90%加仓
Berger Financial Group, Inc
3.91%4.35%#22$7,660.2万143.2万股$7,763.1万144.4万股-1.2万股-0.83%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.09%0.12%#183$7,078.8万132.3万股$8,481.9万157.7万股-25.4万股-16.12%减仓
IAG Wealth Partners, LLC
5.9%6.66%#11$5,963.4万111.5万股$5,966.0万111.0万股+5,106股+0.46%加仓
StoneX Group Inc.
2.24%2.34%#36$5,526.1万103.3万股$4,340.8万80.7万股+22.6万股+27.95%加仓
LVZ, Inc.
5.24%5.93%#14$5,162.3万96.5万股$5,199.7万96.7万股-2,112股-0.22%减仓
Cambridge Investment Research Advisors, Inc.
0.12%0.09%#168$5,007.0万93.6万股$3,371.5万62.7万股+30.9万股+49.26%加仓
Peterson Wealth Advisors, LLC
5.88%6.39%#13$4,975.8万93.0万股$4,804.6万89.4万股+3.7万股+4.09%加仓
Larson Financial 集团Larson Financial Group LLC
1.23%1.24%#55$4,667.9万87.3万股$3,896.1万72.5万股+14.8万股+20.42%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.05%0.04%#212$4,339.8万81.1万股$2,493.1万46.4万股+34.8万股+74.96%加仓
Essex LLC
6.48%6.36%#7$4,270.2万79.8万股$3,604.3万67.0万股+12.8万股+19.07%加仓
Dynasty财富管理Dynasty Wealth Management, LLC
0.3%0.32%#118$4,039.7万75.5万股$3,640.7万67.7万股+7.8万股+11.52%加仓
Intrua Financial, LLC
3.64%4.05%#25$3,972.3万74.2万股$3,921.7万72.9万股+1.3万股+1.80%加仓
Arlington Financial Advisors, LLC
4.89%5.36%#19$3,849.1万71.9万股$3,761.3万70.0万股+2.0万股+2.85%加仓
LIFELONG WEALTH ADVISORS, INC.
8.79%9.56%#2$3,740.0万69.9万股$3,598.8万66.9万股+3.0万股+4.45%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#282$3,602.2万67.3万股$3,109.9万57.8万股+9.5万股+16.42%加仓
Pallas Capital 顾问Pallas Capital Advisors LLC
1.1%1.27%#59$3,580.0万66.9万股$3,367.3万62.6万股+4.3万股+6.85%加仓
Spire 财富管理Spire Wealth Management
1.02%1.19%#64$3,390.6万63.4万股$3,500.5万65.1万股-1.7万股-2.65%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.43%0.5%#101$3,186.7万59.6万股$3,259.8万60.6万股-1.1万股-1.75%减仓
NewEdge财富NewEdge Wealth, LLC
0.3%0.37%#116$3,041.1万56.8万股$3,104.5万57.7万股-8,936股-1.55%减仓
CGC Financial Services, LLC
6.69%8.39%#6$2,972.6万55.6万股$2,902.9万54.0万股+1.6万股+2.92%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.16%0.18%#153$2,960.6万55.3万股$2,894.2万53.8万股+1.5万股+2.81%加仓
富达投资FMR LLC
<0.01%<0.01%#304$2,888.4万54.0万股$2,898.2万53.9万股+895股+0.17%加仓
OpenArc企业顾问OpenArc Corporate Advisory, LLC
0.32%0.33%#112$2,720.1万50.8万股$2,309.6万43.0万股+7.9万股+18.37%加仓
MEANS INVESTMENT CO., INC.
1.91%2.02%#44$2,534.0万47.4万股$2,322.3万43.2万股+4.2万股+9.67%加仓
EP财富顾问EP Wealth Advisors, LLC
0.08%#190$2,104.2万39.3万股$00股+39.3万股新买入
全球退休合伙人Global Retirement Partners, LLC
0.32%#114$2,085.5万39.0万股$00股+39.0万股新买入
KWB Wealth
1.78%1.46%#47$2,078.9万38.9万股$1,472.6万27.2万股+11.6万股+42.68%加仓
MarinerMariner, LLC
0.02%0.03%#241$2,019.8万37.8万股$2,598.8万48.3万股-10.6万股-21.89%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.1%0.1%#180$1,972.2万36.9万股$1,283.6万23.9万股+13.0万股+54.42%加仓
Pine Valley Investments Ltd Liability Co
0.77%0.84%#77$1,939.2万36.2万股$1,827.7万34.0万股+2.3万股+6.64%加仓

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