13FBOX
JPMORGAN SMALL & MID CAPENHANCED EQUITY ETF · 13F 机构持仓分析
期权收益计算器 机构排行
J

JPMORGAN SMALL & MID CAPENHANCED EQUITY ETF

JMEE
持有机构数
194
机构合计市值 (Q2 2026)
$21.37亿
机构合计股数 (Q2 2026)
2,748.2万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+224.0万股
114 · 31 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-319.4万股
62 · 13 清仓 · ≈
⚖️ 净额
-95.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$21.37亿
持有机构数
194
新买入
31
加仓
83
减仓
49
清仓
13
持股不变
31
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
0.04%0.04%#81$7.58亿978.3万股$6.84亿1,052.0万股-73.7万股-7.01%减仓
富达投资FMR LLC
0.01%0.01%#120$2.41亿308.8万股$1.61亿240.6万股+68.3万股+28.38%加仓
LPL金融LPL Financial LLC
0.04%0.04%#82$1.76亿226.1万股$1.42亿213.2万股+12.9万股+6.04%加仓
克雷斯特伍德顾问Crestwood Advisors Group, LLC
1.18%1.13%#19$7,987.2万102.4万股$6,699.4万100.3万股+2.0万股+2.02%加仓
Cetera投资顾问Cetera Investment Advisers
0.05%0.05%#77$5,480.2万70.2万股$4,545.4万68.1万股+2.2万股+3.17%加仓
Syntegra Private Wealth Group, LLC
3.83%3.91%#5$4,940.0万63.3万股$4,120.2万61.7万股+1.6万股+2.60%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.02%0.01%#105$4,782.1万61.8万股$3,008.7万45.9万股+15.9万股+34.62%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.01%0.01%#130$4,527.2万58.0万股$3,757.7万56.3万股+1.7万股+3.09%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.7%0.67%#29$4,460.0万57.2万股$3,706.2万55.5万股+1.6万股+2.97%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.04%#79$3,616.5万46.3万股$2,778.8万41.6万股+4.7万股+11.37%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#124$3,555.3万45.6万股$2,668.2万40.0万股+5.6万股+14.02%加仓
Wagner Wealth Management, LLC
6.35%5.82%#3$3,433.9万44.0万股$2,880.6万43.1万股+8,645股+2.00%加仓
Meridian Financial Partners LLC
8.76%8.72%#1$2,660.0万34.8万股$2,294.3万33.8万股+9,681股+2.86%加仓
CGC Financial Services, LLC
5.69%6.55%#4$2,529.7万32.4万股$2,267.1万34.0万股-1.5万股-4.52%减仓
VERUS CAPITAL PARTNERS, LLC
1.18%1.24%#20$2,174.4万27.9万股$1,820.1万27.3万股+6,080股+2.23%加仓
Advisory Resource Group
3.04%2.97%#9$2,020.5万25.9万股$1,725.3万25.8万股+536股+0.21%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#123$1,805.9万23.1万股$1,719.9万25.8万股-2.6万股-10.15%减仓
Retirement Management Systems Inc.
3.65%3.46%#6$1,782.2万22.8万股$1,437.1万21.5万股+1.3万股+6.11%加仓
WealthPlan Investment Management, LLC
0.87%0.73%#25$1,751.0万22.4万股$1,315.7万19.7万股+2.7万股+13.88%加仓
B & T Capital Management DBA Alpha Capital Management
2.12%2.03%#11$1,634.8万21.0万股$1,400.2万21.0万股-193股-0.09%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#106$1,497.7万19.2万股$1,168.3万17.5万股+1.7万股+9.69%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#150$1,484.7万19.0万股$1,230.0万18.4万股+6,053股+3.29%加仓
Bond & Devick Financial Network, Inc.
3.51%3.27%#7$1,426.0万18.3万股$1,171.4万17.5万股+7,322股+4.17%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.04%0.03%#83$1,220.1万15.6万股$678.2万10.2万股+5.5万股+53.93%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#145$1,120.8万14.4万股$931.3万13.9万股+4,148股+2.97%加仓
Macco Financial Group, Inc.
7.04%5.4%#2$1,084.3万13.9万股$713.5万10.7万股+3.2万股+30.04%加仓
Tradition Wealth Management, LLC
0.64%0.61%#31$1,050.8万13.5万股$854.5万12.8万股+6,679股+5.22%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#128$975.1万12.5万股$706.1万10.6万股+1.9万股+18.16%加仓
BARNES PETTEY FINANCIAL ADVISORS, LLC
3.04%1.65%#8$971.0万12.4万股$379.0万5.7万股+6.8万股+119.22%加仓
Private Advisor集团Private Advisor Group, LLC
0.04%0.03%#78$960.2万12.3万股$717.6万10.7万股+1.6万股+14.49%加仓
Scarborough Advisors, LLC
1.07%0.73%#21$930.8万12.2万股$667.8万10.0万股+2.2万股+21.70%加仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.44%0.4%#38$916.7万11.7万股$659.6万9.9万股+1.9万股+18.91%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#107$914.9万11.7万股$612.0万9.2万股+2.6万股+27.92%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.04%#80$859.4万11.0万股$00股+11.0万股新买入
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.07%0.07%#69$807.3万10.3万股$620.9万9.3万股+1.0万股+11.26%加仓
Commonwealth Financial Services, LLC
1%#22$744.1万9.5万股$00股+9.5万股新买入
Legacy Private Trust Co.
0.39%0.38%#40$704.8万9.0万股$622.8万9.3万股-2,951股-3.16%减仓
Stewardship Advisors, LLC
1.46%1.37%#15$700.7万9.0万股$596.7万8.9万股+439股+0.49%加仓
Lakeridge Wealth Management LLC
2.36%2.35%#10$643.0万8.2万股$545.4万8.2万股+720股+0.88%加仓
现代财富管理Modern Wealth Management, LLC
0.08%0.07%#66$632.3万8.1万股$391.6万5.8万股+2.3万股+39.14%加仓
ASHTON THOMAS SECURITIES, LLC
0.91%0.45%#24$615.1万7.9万股$359.8万5.4万股+2.5万股+46.40%加仓
Platform Technology Partners
1%0.7%#23$610.1万7.8万股$365.3万5.5万股+2.3万股+42.92%加仓
Plan Group Financial, LLC
1.24%0.95%#17$603.8万7.7万股$406.2万6.1万股+1.7万股+27.20%加仓
Allegheny Financial Group
0.6%0.43%#33$565.1万7.2万股$316.1万4.7万股+2.5万股+52.95%加仓
NATIXIS ADVISORS, LLC
0.01%<0.01%#134$504.0万6.5万股$172.7万2.6万股+3.9万股+149.73%加仓
Destiny Wealth Partners, LLC
0.65%0.48%#30$479.4万6.3万股$441.3万6.6万股-3,259股-4.93%减仓
FLYNN ZITO CAPITAL MANAGEMENT, LLC
1.2%1.84%#18$442.4万5.7万股$575.9万8.6万股-3.0万股-34.26%减仓
Atlas Legacy Advisors, LLC
0.63%0.64%#32$426.8万5.5万股$353.1万5.3万股+1,804股+3.41%加仓
American Trust
0.32%0.34%#47$419.0万5.4万股$384.6万5.8万股-3,905股-6.78%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#135$401.2万5.1万股$329.9万4.9万股+2,012股+4.07%加仓

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