13FBOX
J P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETF · 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 ACTIVE VALUE ETF

JAVA
持有机构数
272
机构合计市值 (Q2 2026)
$63.08亿
机构合计股数 (Q2 2026)
7,954.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+598.3万股
148 · 36 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-471.7万股
113 · 26 清仓 · ≈
⚖️ 净额
+126.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$63.08亿
持有机构数
272
新买入
36
加仓
112
减仓
87
清仓
26
持股不变
37
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
0.09%0.1%#107$16.36亿2,057.1万股$15.32亿2,157.9万股-100.9万股-4.67%减仓
Dynasty财富管理Dynasty Wealth Management, LLC
5.34%5.13%#6$7.19亿905.3万股$5.88亿819.8万股+85.5万股+10.43%加仓
LPL金融LPL Financial LLC
0.13%0.13%#96$5.74亿722.6万股$4.80亿668.7万股+53.9万股+8.06%加仓
智泉财富合伙人SAGESPRING WEALTH PARTNERS, LLC
6.33%6.23%#5$4.12亿518.8万股$3.42亿476.5万股+42.2万股+8.86%加仓
OpenArc企业顾问OpenArc Corporate Advisory, LLC
2.51%2.4%#23$2.11亿266.1万股$1.68亿233.8万股+32.3万股+13.82%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.04%0.05%#145$2.02亿253.9万股$1.97亿274.2万股-20.2万股-7.38%减仓
Cetera投资顾问Cetera Investment Advisers
0.14%0.14%#91$1.49亿187.9万股$1.28亿178.8万股+9.1万股+5.09%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#198$1.34亿168.8万股$1.13亿163.1万股+5.7万股+3.47%加仓
Janney Montgomery Scott LLC
0.22%#75$1.16亿145.9万股$00股+145.9万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
0.02%0.02%#179$1.04亿130.7万股$8,610.7万120.0万股+10.6万股+8.87%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#168$8,904.4万112.1万股$8,610.3万120.0万股-7.9万股-6.56%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.03%0.03%#155$8,331.7万105.5万股$6,219.2万88.5万股+17.0万股+19.21%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.04%0.04%#149$7,387.9万93.0万股$6,986.1万97.4万股-4.3万股-4.45%减仓
STEPH & CO
18.35%18.72%#1$7,246.9万91.3万股$6,560.7万91.4万股-1,790股-0.20%减仓
Avior Wealth Management, LLC
2.07%1.99%#24$7,018.1万97.8万股$7,018.1万97.8万股00.00%持仓不变
ORRSTOWN FINANCIAL SERVICES INC
15.55%10.19%#2$6,739.7万84.9万股$6,090.4万84.9万股-113股-0.01%减仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
1.04%1.03%#34$6,568.3万82.7万股$5,673.4万79.1万股+3.6万股+4.60%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.01%#177$5,841.6万73.6万股$3,903.1万54.4万股+19.2万股+35.23%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%0.01%#214$5,804.5万73.1万股$1.27亿177.2万股-104.1万股-58.74%减仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.52%0.87%#50$5,586.9万70.4万股$7,879.4万109.8万股-39.5万股-35.93%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.17%0.17%#84$5,230.7万65.9万股$4,422.9万61.6万股+4.2万股+6.86%加仓
CI投资CI INVESTMENTS INC.
0.16%0.19%#85$5,041.6万63.5万股$3,931.3万54.8万股+8.7万股+15.87%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.06%0.08%#128$4,930.8万62.1万股$6,005.9万83.7万股-21.6万股-25.82%减仓
Private Advisor集团Private Advisor Group, LLC
0.22%0.16%#78$4,694.2万59.1万股$3,387.0万47.2万股+11.9万股+25.23%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.05%0.04%#134$4,457.6万56.1万股$2,937.8万40.9万股+15.2万股+37.07%加仓
Convergence Financial, LLC
3.49%2.69%#19$4,383.6万55.2万股$2,533.6万35.2万股+20.0万股+56.82%加仓
FSM Wealth Advisors, LLC
4.66%4.84%#12$4,371.8万55.1万股$3,766.1万52.5万股+2.6万股+4.88%加仓
Intellus Advisors LLC
4.73%4.72%#9$3,893.4万49.0万股$3,455.6万48.2万股+8,669股+1.80%加仓
UNIQUE WEALTH, LLC
4.35%3.96%#13$3,737.0万47.1万股$2,863.2万39.9万股+7.2万股+17.93%加仓
WNY Asset Management, LLC
3.23%3.37%#21$3,613.6万45.5万股$3,259.2万45.4万股+816股+0.18%加仓
Focus Partners财富Focus Partners Wealth
0.03%0.03%#152$3,405.3万42.9万股$3,105.1万43.3万股-3,937股-0.91%减仓
DAYMARK WEALTH 合伙人DAYMARK WEALTH PARTNERS, LLC
0.78%0.98%#39$3,209.5万40.4万股$3,103.2万43.2万股-2.8万股-6.55%减仓
Stifel金融STIFEL FINANCIAL CORP
0.03%0.03%#162$3,133.6万39.5万股$2,829.7万39.4万股+221股+0.06%加仓
WealthPlan Investment Management, LLC
1.5%1.3%#30$3,025.0万38.1万股$2,338.3万32.6万股+5.5万股+16.89%加仓
Americana 合伙人Americana Partners, LLC
0.68%0.71%#41$3,007.3万37.9万股$2,730.2万38.1万股-1,810股-0.48%减仓
Arlington Financial Advisors, LLC
3.77%3.76%#16$2,971.2万37.4万股$2,642.7万36.8万股+5,846股+1.59%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.04%0.04%#142$2,738.8万34.5万股$2,453.6万34.2万股+2,940股+0.86%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#219$2,449.0万30.8万股$2,207.5万30.8万股+731股+0.24%加仓
Cambridge Investment Research Advisors, Inc.
0.06%0.05%#131$2,442.9万30.8万股$1,804.3万25.1万股+5.6万股+22.33%加仓
Centerline Wealth Advisors, LLC
7.6%7.47%#3$2,424.3万30.5万股$2,077.9万29.0万股+1.6万股+5.42%加仓
Confluence Wealth Services, Inc.
0.56%0.59%#46$1,955.9万24.6万股$1,529.7万21.3万股+3.3万股+15.53%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.1%0.15%#104$1,952.3万24.6万股$1,889.5万26.3万股-1.7万股-6.64%减仓
Prism Advisors, Inc.
4.69%4.69%#11$1,929.5万24.3万股$1,757.0万24.5万股-1,894股-0.77%减仓
Storen Legacy Partners, LLC
5.24%5.02%#7$1,923.3万24.2万股$1,602.0万22.3万股+1.9万股+8.48%加仓
Davenport公司DAVENPORT & Co LLC
0.09%0.05%#105$1,912.0万24.1万股$975.1万13.6万股+10.5万股+77.16%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#221$1,904.7万24.0万股$1,664.4万23.2万股+7,888股+3.40%加仓
Triangle Securities Wealth Management
4.11%4.04%#14$1,780.8万24.8万股$1,780.8万24.8万股00.00%持仓不变
Sanctuary顾问Sanctuary Advisors, LLC
0.08%0.07%#118$1,644.4万20.7万股$1,306.2万18.2万股+2.5万股+13.75%加仓
ARQ WEALTH ADVISORS, LLC
1.78%1.98%#27$1,437.8万18.0万股$1,100.6万15.3万股+2.6万股+17.10%加仓
GILL CAPITAL PARTNERS, LLC
4.07%3.71%#15$1,427.4万18.0万股$1,289.7万18.0万股00.00%持仓不变

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