13FBOX
J P MORGAN EXCHANGE TRADED FD EQUITY FOCUS 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 EQUITY FOCUS ETF

JPEF
持有机构数
123
机构合计市值 (Q2 2026)
$11.21亿
机构合计股数 (Q2 2026)
1,398.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+164.9万股
61 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-78.6万股
61 · 17 清仓 · ≈
⚖️ 净额
+86.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$11.21亿
持有机构数
123
新买入
17
加仓
44
减仓
44
清仓
17
持股不变
18
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
Avantax Planning Partners, Inc.
3.85%3.52%#4$1.55亿192.4万股$1.28亿178.8万股+13.6万股+7.62%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.04%0.04%#49$1.46亿182.3万股$1.38亿192.6万股-10.3万股-5.33%减仓
LPL金融LPL Financial LLC
0.03%0.03%#57$1.15亿143.2万股$9,445.5万131.5万股+11.7万股+8.90%加仓
Cetera投资顾问Cetera Investment Advisers
0.1%0.08%#40$1.08亿134.4万股$7,721.2万107.5万股+26.9万股+24.99%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.1%0.13%#39$4,961.6万61.8万股$4,833.7万67.3万股-5.5万股-8.24%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#97$4,823.8万60.0万股$33.3万4,489股+59.6万股+13,277.06%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.06%0.06%#44$4,524.4万56.3万股$3,994.7万55.6万股+6,930股+1.25%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.02%0.02%#62$4,347.9万55.2万股$3,618.0万51.7万股+3.5万股+6.78%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.05%#47$3,521.7万43.8万股$3,238.6万45.1万股-1.3万股-2.79%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.29%0.29%#23$2,894.0万36.0万股$2,513.2万35.0万股+1.0万股+2.94%加仓
Leverty Financial Group, LLC
5.4%5.39%#2$2,776.4万34.6万股$2,435.9万33.9万股+6,407股+1.89%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#91$2,400.3万29.9万股$1,785.6万24.9万股+5.0万股+20.17%加仓
Beaumont Financial Advisors, LLC
1.46%1.94%#7$2,291.0万28.5万股$2,822.0万39.3万股-10.8万股-27.43%减仓
Balance Wealth Partners LLC
5.86%5.99%#1$2,204.0万27.4万股$1,927.7万26.8万股+5,925股+2.21%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#96$1,899.5万23.6万股$1,863.6万26.0万股-2.3万股-8.89%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#106$1,808.6万22.7万股$1,495.1万21.4万股+1.3万股+6.17%加仓
MONECO ADVISORS, LLC
0.93%1.22%#11$1,529.1万19.0万股$1,574.2万21.9万股-2.9万股-13.17%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.04%0.03%#52$1,132.5万14.1万股$792.4万11.0万股+3.1万股+27.76%加仓
COZAD ASSET MANAGEMENT INC
0.69%1.28%#12$1,072.5万13.4万股$999.7万13.9万股-5,710股-4.10%减仓
NOVEM GROUP
1.05%1.33%#9$1,035.9万12.9万股$1,165.1万16.2万股-3.3万股-20.52%减仓
阿尔法核心资本AlphaCore Capital LLC
0.19%0.22%#28$1,000.3万12.5万股$938.3万13.1万股-6,134股-4.69%减仓
MAGNOLIA CAPITAL ADVISORS LLC
1.68%0.82%#5$976.5万12.2万股$419.2万5.8万股+6.3万股+108.22%加仓
克雷斯特伍德顾问Crestwood Advisors Group, LLC
0.14%0.12%#31$959.0万11.9万股$711.1万9.9万股+2.0万股+20.56%加仓
LEVEL FOUR 咨询服务LEVEL FOUR ADVISORY SERVICES, LLC
0.23%0.24%#26$809.4万10.1万股$718.6万10.0万股+691股+0.69%加仓
Davenport公司DAVENPORT & Co LLC
0.04%0.04%#51$792.8万9.9万股$644.1万9.0万股+9,002股+10.04%加仓
Private Advisor集团Private Advisor Group, LLC
0.03%<0.01%#54$683.7万8.5万股$75.8万1.1万股+7.5万股+706.47%加仓
Evergreen Wealth Partners LLC
3.93%#3$654.2万8.1万股$00股+8.1万股新买入
MBL Wealth, LLC
0.41%0.41%#20$603.1万7.5万股$536.0万7.5万股+435股+0.58%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#103$577.9万7.2万股$881.4万12.3万股-5.1万股-41.39%减仓
Kingsview Wealth Management, LLC
0.1%0.08%#41$552.8万7.7万股$552.8万7.7万股00.00%持仓不变
CASTLE WEALTH MANAGEMENT LLC
1.64%1.63%#6$552.0万6.9万股$502.0万7.0万股-1,182股-1.69%减仓
Investment Planning Advisors, Inc.
1.23%1.3%#8$530.1万6.6万股$470.9万6.6万股+420股+0.64%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#67$512.9万6.4万股$509.8万7.1万股-7,153股-10.07%减仓
CARY STREET PARTNERS FINANCIAL LLC
0.11%0.11%#36$512.3万6.4万股$444.9万6.2万股+1,816股+2.93%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#99$444.3万5.5万股$575.5万8.0万股-2.5万股-30.98%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.02%0.02%#61$326.5万4.1万股$330.7万4.6万股-5,408股-11.74%减仓
FLAGSHIP WEALTH ADVISORS, LLC
0.68%1.13%#13$301.8万3.8万股$261.8万3.7万股+248股+0.66%加仓
D L CARLSON INVESTMENT GROUP INC
0.48%0.45%#16$299.3万3.7万股$264.3万3.7万股+452股+1.23%加仓
共同顾问Mutual Advisors, LLC
0.05%0.06%#45$284.1万3.5万股$265.0万3.7万股-1,538股-4.17%减仓
THOROUGHBRED FINANCIAL SERVICES, LLC
0.12%0.18%#34$269.9万3.4万股$294.5万4.1万股-7,422股-18.09%减仓
Janney Montgomery Scott LLC
<0.01%0.01%#84$247.4万3.1万股$370.2万5.2万股-2.1万股-40.25%减仓
Herold Advisors, Inc.
0.43%0.33%#19$218.3万2.7万股$150.5万2.1万股+6,223股+29.68%加仓
Equitable控股Equitable Holdings, Inc.
0.01%0.02%#70$186.7万2.3万股$236.5万3.2万股-8,419股-26.59%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#117$175.8万2.2万股$211.2万2.9万股-7,516股-25.56%减仓
Ignite Planners, LLC
0.24%0.24%#25$175.0万2.2万股$158.6万2.2万股-310股-1.40%减仓
CORA CAPITAL ADVISORS LLC
0.48%0.4%#15$172.1万2.1万股$121.9万1.7万股+4,459股+26.28%加仓
FIFTH THIRD SECURITIES, INC.
0.09%0.17%#42$155.0万1.9万股$260.5万3.6万股-1.7万股-46.80%减仓
First Citizens Financial Corp
0.64%0.59%#14$153.1万1.9万股$125.3万1.7万股+1,610股+9.23%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#105$148.6万1.8万股$265.0万3.7万股-1.8万股-49.87%减仓
Medallion Wealth Advisors, LLC
0.45%0.26%#18$147.6万2.1万股$78.6万1.1万股+9,758股+89.15%加仓

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