13FBOX
J P MORGAN EXCHANGE TRADED FD INTRNL RES EQT · 13F 机构持仓分析
期权收益计算器 机构排行
J

J P MORGAN EXCHANGE TRADED FD INTRNL RES EQT

JIRE
持有机构数
353
机构合计市值 (Q2 2026)
$99.21亿
机构合计股数 (Q2 2026)
1.21亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+668.6万股
201 · 38 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-648.8万股
130 · 25 清仓 · ≈
⚖️ 净额
+19.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$99.21亿
持有机构数
353
新买入
38
加仓
163
减仓
105
清仓
25
持股不变
47
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
0.26%0.27%#116$46.52亿5,662.9万股$41.78亿5,692.6万股-29.7万股-0.52%减仓
LPL金融LPL Financial LLC
0.12%0.13%#139$5.50亿666.7万股$4.88亿643.9万股+22.8万股+3.55%加仓
富达投资FMR LLC
0.01%0.01%#242$3.07亿372.5万股$2.67亿352.8万股+19.7万股+5.58%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.06%0.06%#179$2.65亿320.9万股$2.35亿310.1万股+10.8万股+3.49%加仓
东方银行EASTERN BANK
2.9%2.64%#25$1.89亿229.3万股$1.54亿203.3万股+26.1万股+12.82%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.34%0.36%#99$1.65亿200.0万股$1.31亿172.9万股+27.2万股+15.71%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.2%0.19%#129$1.56亿189.0万股$1.35亿178.7万股+10.3万股+5.78%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.04%0.04%#197$1.52亿184.8万股$1.22亿161.5万股+23.4万股+14.48%加仓
FM Global互助保险FACTORY MUTUAL INSURANCE CO
1.3%1.42%#44$1.38亿167.1万股$1.27亿167.1万股00.00%持仓不变
Dynasty财富管理Dynasty Wealth Management, LLC
0.98%0.96%#58$1.33亿160.7万股$1.10亿145.6万股+15.1万股+10.34%加仓
Janney Montgomery Scott LLC
0.25%0.28%#117$1.30亿157.5万股$1.12亿148.4万股+9.1万股+6.13%加仓
Lido顾问Lido Advisors, LLC
0.35%0.02%#98$1.27亿154.5万股$500.8万6.6万股+147.9万股+2,237.44%加仓
AssetMarkASSETMARK, INC
0.2%0.23%#127$1.15亿139.5万股$1.12亿148.2万股-8.7万股-5.87%减仓
Cetera投资顾问Cetera Investment Advisers
0.1%0.1%#155$1.09亿132.4万股$9,712.8万128.2万股+4.1万股+3.23%加仓
Bogart Wealth, LLC
3.53%3.56%#21$1.03亿124.8万股$9,232.2万121.9万股+2.9万股+2.40%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.94%1.02%#60$1.00亿121.6万股$9,207.9万121.6万股-120股-0.01%减仓
智泉财富合伙人SAGESPRING WEALTH PARTNERS, LLC
1.53%1.53%#41$9,950.7万120.6万股$8,403.6万111.0万股+9.7万股+8.72%加仓
景顺Invesco Ltd.
0.01%0.01%#270$7,572.6万91.8万股$6,952.9万91.8万股00.00%持仓不变
Conservest Capital Advisors, Inc.
6.01%6.29%#8$7,553.4万91.6万股$6,944.0万91.7万股-1,141股-0.12%减仓
Hughes Financial Services, LLC
9.92%9.94%#3$7,484.9万90.7万股$6,470.8万85.4万股+5.3万股+6.21%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.08%0.08%#162$7,094.6万86.0万股$5,239.0万69.2万股+16.8万股+24.34%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
1.1%1.12%#53$6,953.4万84.3万股$6,158.4万81.3万股+3.0万股+3.67%加仓
Richard P Slaughter Associates Inc
12.8%12.65%#2$6,530.6万79.2万股$5,853.2万77.3万股+1.9万股+2.44%加仓
New England Professional Planning Group Inc.
23.46%24.62%#1$6,285.0万76.2万股$5,890.5万77.8万股-1.6万股-2.03%减仓
Private Advisor集团Private Advisor Group, LLC
0.28%0.34%#108$6,176.0万74.9万股$7,197.7万95.0万股-20.2万股-21.22%减仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.81%0.79%#65$6,147.8万74.5万股$5,407.6万71.4万股+3.1万股+4.39%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.02%0.02%#222$5,895.0万72.6万股$4,530.3万61.9万股+10.6万股+17.18%加仓
纯粹金融顾问Pure Financial Advisors, LLC
0.68%0.72%#70$5,318.5万64.5万股$4,953.7万65.4万股-9,290股-1.42%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#254$4,974.8万60.4万股$4,333.0万57.2万股+3.2万股+5.53%加仓
DAYMARK WEALTH 合伙人DAYMARK WEALTH PARTNERS, LLC
1.19%1.17%#47$4,885.5万59.2万股$3,714.7万49.0万股+10.2万股+20.76%加仓
Cambridge Investment Research Advisors, Inc.
0.1%0.1%#154$4,310.0万52.2万股$3,785.5万50.0万股+2.3万股+4.54%加仓
CUTLER INVESTMENT COUNSEL LLC
3.73%3.65%#19$3,962.7万48.0万股$3,540.2万46.7万股+1.3万股+2.77%加仓
LEVEL FOUR 咨询服务LEVEL FOUR ADVISORY SERVICES, LLC
1.09%1.15%#54$3,857.4万46.8万股$3,497.1万46.2万股+5,893股+1.28%加仓
现代财富管理Modern Wealth Management, LLC
0.46%0.62%#87$3,824.7万46.4万股$3,610.5万46.9万股-4,929股-1.05%减仓
KELLY FINANCIAL GROUP LLC
4.65%9.46%#12$3,786.7万45.9万股$3,760.0万49.6万股-3.7万股-7.54%减仓
WealthPlan Investment Management, LLC
1.79%1.54%#37$3,600.4万43.6万股$2,759.6万36.4万股+7.2万股+19.79%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.56%#77$3,517.4万42.6万股$00股+42.6万股新买入
Pallas Capital 顾问Pallas Capital Advisors LLC
1.07%1.12%#56$3,473.0万42.1万股$2,978.6万39.3万股+2.8万股+7.06%加仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
1.18%1.49%#48$3,356.0万40.7万股$3,577.0万47.8万股-7.1万股-14.83%减仓
Francis Financial, Inc.
5.35%5.49%#10$3,267.9万39.6万股$2,959.8万39.1万股+5,378股+1.38%加仓
EdgeRock Capital LLC
7.23%7.43%#6$3,124.0万37.9万股$2,747.5万36.2万股+1.6万股+4.48%加仓
麦迪逊资产管理Madison Asset Management, LLC
0.37%0.31%#96$3,062.0万37.1万股$2,539.3万33.5万股+3.6万股+10.72%加仓
GRIMES & Co 财富管理GRIMES & Co WEALTH MANAGEMENT, LLC
0.65%0.65%#71$3,012.8万36.5万股$2,333.5万30.8万股+5.7万股+18.54%加仓
美国国家慈善信托National Philanthropic Trust
0.42%0.67%#90$2,904.7万35.2万股$2,510.2万43.0万股-7.7万股-18.02%减仓
Kendall Capital Management
4.81%5.2%#11$2,885.2万35.0万股$2,535.3万33.5万股+1.5万股+4.49%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#284$2,871.4万34.8万股$2,247.4万29.7万股+5.1万股+17.30%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#236$2,754.2万33.4万股$2,218.3万29.3万股+4.1万股+14.00%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.04%0.04%#196$2,699.6万32.7万股$2,296.9万30.3万股+2.4万股+7.91%加仓
SAX WEALTH 顾问SAX WEALTH ADVISORS, LLC
1.08%1.17%#55$2,663.6万35.2万股$2,421.7万32.3万股+2.8万股+8.74%加仓
Elk River Wealth Management LLC
4.24%4.68%#15$2,658.9万32.2万股$2,815.5万37.2万股-4.9万股-13.29%减仓

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