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摩根大通·BETABUILDERS · 13F 机构持仓分析
期权收益计算器 机构排行
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摩根大通·BETABUILDERS

JPMORGAN BETABUILDERSBBJP
持有机构数
261
机构合计市值 (Q2 2026)
$121.92亿
机构合计股数 (Q2 2026)
1.62亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+825.4万股
128 · 40 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-389.7万股
111 · 42 清仓 · ≈
⚖️ 净额
+435.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$121.92亿
持有机构数
261
新买入
40
加仓
88
减仓
69
清仓
42
持股不变
64
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
0.57%0.6%#24$103.24亿1.37亿股$92.79亿1.39亿股-202.5万股-1.45%减仓
摩根士丹利MORGAN STANLEY
0.02%0.01%#91$3.56亿472.8万股$8,761.6万132.1万股+340.7万股+257.87%加仓
Investure, LLC
15.47%11.11%#2$2.48亿328.7万股$2.27亿328.7万股00.00%持仓不变
Cerity Partners OCIO LLC
8.9%#3$1.76亿233.6万股$00股+233.6万股新买入
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#112$1.36亿180.8万股$8,640.6万125.4万股+55.4万股+44.15%加仓
1607 Capital Partners, LLC
6.66%7.48%#4$7,651.5万101.6万股$1.04亿150.7万股-49.1万股-32.59%减仓
PROVIDA PENSION FUND ADMINISTRATOR
1.47%1.3%#13$7,526.6万114.2万股$7,526.6万114.2万股00.00%持仓不变
Pennsylvania State University
29.2%#1$7,257.4万96.4万股$00股+96.4万股新买入
联博ALLIANCEBERNSTEIN L.P.
0.02%0.03%#86$6,921.0万100.4万股$7,857.9万119.2万股-18.8万股-15.76%减仓
未来资产环球投资Mirae Asset Global Investments Co., Ltd.
0.09%0.14%#47$5,939.6万78.9万股$4,913.2万71.3万股+7.6万股+10.62%加仓
HighTower顾问HighTower Advisors, LLC
0.05%0.05%#63$5,212.4万69.2万股$4,981.4万72.3万股-3.1万股-4.26%减仓
瑞银集团UBS Group AG
0.01%0.01%#124$4,806.6万63.8万股$3,474.8万50.4万股+13.4万股+26.57%加仓
LPL金融LPL Financial LLC
0.01%0.01%#115$3,469.5万46.1万股$2,594.7万37.7万股+8.4万股+22.35%加仓
Southern Farm Bureau Life Insurance
2.77%2.79%#7$2,893.3万38.4万股$2,647.0万38.4万股00.00%持仓不变
韩国投资公社Korea Investment CORP
0.05%0.07%#64$2,618.4万34.8万股$3,331.5万48.3万股-13.6万股-28.08%减仓
SENTINEL TRUST CO LBA
1.66%1.93%#11$1,875.2万24.9万股$1,848.9万26.8万股-1.9万股-7.19%减仓
Jacobi Capital Management LLC
0.77%0.78%#17$1,566.5万20.8万股$1,388.3万20.1万股+6,538股+3.25%加仓
Karpus Management, Inc.
0.44%0.5%#28$1,537.6万20.4万股$1,590.0万23.1万股-2.7万股-11.51%减仓
顶峰之路顾问Summit Trail Advisors, LLC
0.19%0.24%#36$1,533.9万20.4万股$1,706.9万24.8万股-4.4万股-17.77%减仓
Birch Hill 投资顾问Birch Hill Investment Advisors LLC
0.61%0.48%#20$1,508.4万20.0万股$1,072.6万15.6万股+4.5万股+28.68%加仓
Eldridge Investment Advisors, Inc.
2.73%2.75%#8$1,378.8万18.3万股$1,255.6万18.2万股+880股+0.48%加仓
3EDGE Asset Management, LP
0.6%0.19%#21$1,335.0万17.7万股$398.7万5.9万股+11.8万股+199.20%加仓
PGIM定制收成PGIM Custom Harvest LLC
0.16%0.17%#39$1,237.6万16.4万股$1,063.6万15.4万股+9,981股+6.47%加仓
Avidian Wealth Enterprises, LLC
0.33%0.34%#32$1,181.9万15.7万股$1,067.1万15.5万股+2,081股+1.34%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#169$1,080.9万14.4万股$887.8万12.9万股+1.5万股+11.39%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#210$1,007.0万13.4万股$1,293.9万18.8万股-5.4万股-28.79%减仓
Palisades Hudson Asset Management, L.P.
3.24%3.39%#5$925.6万12.3万股$870.2万12.6万股-3,371股-2.67%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#99$907.7万12.1万股$764.2万11.1万股+9,629股+8.68%加仓
BESSEMER GROUP INC
0.01%0.01%#103$848.5万11.3万股$759.5万11.0万股+2,449股+2.22%加仓
北方信托NORTHERN TRUST CORP
<0.01%<0.01%#204$824.8万11.0万股$222.5万3.2万股+7.7万股+239.27%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.07%0.08%#51$774.9万10.3万股$710.0万10.3万股-142股-0.14%减仓
CVA Family Office, LLC
0.69%0.74%#19$761.6万10.1万股$698.7万10.1万股-260股-0.26%减仓
BigSur Wealth Management LLC
1.76%1.89%#10$729.9万9.7万股$673.7万9.8万股-840股-0.86%减仓
Clear Harbor Asset Management, LLC
0.37%0.35%#31$604.2万8.0万股$510.8万7.4万股+6,095股+8.22%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#184$592.9万7.9万股$549.8万8.0万股-1,065股-1.33%减仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#198$588.4万7.8万股$953.9万13.8万股-6.0万股-43.56%减仓
Savant资本Savant Capital, LLC
0.02%#96$571.7万7.5万股$00股+7.5万股新买入
New Vernon Capital Holdings II LLC
2.97%3.64%#6$538.9万7.2万股$493.1万7.2万股00.00%持仓不变
Equitable控股Equitable Holdings, Inc.
0.03%0.03%#77$511.5万6.8万股$475.9万3.8万股+3.0万股+80.81%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#185$496.6万6.6万股$391.2万5.7万股+9,169股+16.15%加仓
Quantinno资本管理Quantinno Capital Management LP
0.01%0.01%#128$474.1万6.3万股$432.5万6.3万股+178股+0.28%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#123$460.9万6.1万股$415.3万6.0万股+944股+1.57%加仓
Birnam Oak Advisors, LP
0.74%0.86%#18$454.4万6.0万股$379.0万5.5万股+5,343股+9.71%加仓
Mount Lucas Management LP
1.51%1.43%#12$424.5万5.6万股$386.0万5.6万股+346股+0.62%加仓
Focus Financial Network, Inc.
0.12%0.17%#42$393.9万5.2万股$484.1万7.0万股-1.8万股-25.54%减仓
Choreo资本CHOREO, LLC
0.04%0.05%#69$392.2万5.2万股$368.6万5.3万股-1,416股-2.65%减仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#147$375.4万5.0万股$329.8万4.8万股+1,989股+4.16%加仓
五三银行FIFTH THIRD BANCORP
0.01%<0.01%#125$373.8万5.0万股$259.5万3.8万股+1.2万股+31.82%加仓
Evansbrook LLC
2.07%2.12%#9$346.7万4.6万股$317.3万4.6万股00.00%持仓不变
ACIMA PRIVATE WEALTH, LLC
0.98%0.97%#16$337.5万4.5万股$310.3万4.5万股-213股-0.47%减仓

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