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J P MORGAN EXCHANGE TRADED FD U S TECH LEADERS · 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 U S TECH LEADERS

JTEK
持有机构数
180
机构合计市值 (Q2 2026)
$13.19亿
机构合计股数 (Q2 2026)
1,196.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+129.0万股
98 · 30 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-212.7万股
71 · 19 清仓 · ≈
⚖️ 净额
-83.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$13.19亿
持有机构数
180
新买入
30
加仓
68
减仓
52
清仓
19
持股不变
30
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
0.02%0.02%#87$4.10亿379.6万股$3.57亿470.7万股-91.2万股-19.36%减仓
富国银行WELLS FARGO & COMPANY/MN
0.02%0.01%#92$1.05亿93.8万股$6,481.7万81.5万股+12.3万股+15.05%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#106$5,955.2万53.4万股$3,452.4万43.4万股+10.0万股+23.00%加仓
LPL金融LPL Financial LLC
0.01%0.01%#100$5,867.3万52.6万股$4,283.9万53.9万股-1.3万股-2.34%减仓
瑞银集团UBS Group AG
0.01%<0.01%#118$4,610.2万41.3万股$2,845.2万35.8万股+5.6万股+15.54%加仓
组成财富Composition Wealth, LLC
0.52%0.4%#30$4,436.5万39.8万股$2,917.5万36.7万股+3.1万股+8.43%加仓
Hughes Financial Services, LLC
5.64%4.64%#2$4,256.9万38.2万股$3,022.1万38.0万股+1,669股+0.44%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#131$3,707.6万33.2万股$898.6万9.8万股+23.5万股+240.16%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#114$2,574.9万23.1万股$1,744.7万21.9万股+1.1万股+5.23%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.08%0.06%#66$2,498.5万22.4万股$1,713.2万21.5万股+8,584股+3.99%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%<0.01%#119$2,467.9万22.1万股$1,321.4万16.6万股+5.5万股+33.17%加仓
Vertex Planning Partners, LLC
3%2.43%#6$2,035.6万18.2万股$1,250.4万15.7万股+2.5万股+16.08%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.04%0.03%#77$1,783.6万16.0万股$1,042.3万13.1万股+2.9万股+22.02%加仓
Pine Valley Investments Ltd Liability Co
0.66%0.52%#27$1,681.9万15.1万股$1,132.3万14.2万股+8,419股+5.91%加仓
Tradition Wealth Management, LLC
1.02%0.83%#23$1,667.9万15.0万股$1,165.5万14.7万股+2,986股+2.04%加仓
SilverOak Wealth Management LLC
1.88%1.65%#11$1,459.2万13.1万股$1,044.4万13.1万股-493股-0.38%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.01%#91$1,438.6万12.9万股$1,004.4万12.6万股+2,695股+2.13%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%<0.01%#120$1,415.2万13.6万股$745.1万9.7万股+3.9万股+40.45%加仓
Oak Barrel Wealth Advisory LLC
5.94%5.81%#1$1,345.5万12.1万股$971.5万10.8万股+1.3万股+11.84%加仓
ERn Financial, LLC
2.22%1.78%#10$1,342.2万12.0万股$946.4万11.9万股+1,335股+1.12%加仓
Freedom Financial Partners LLC
4.11%3.04%#5$1,261.3万11.3万股$852.9万10.7万股+5,841股+5.45%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%<0.01%#98$1,196.4万10.7万股$329.2万4.1万股+6.6万股+159.14%加仓
NewEdge财富NewEdge Wealth, LLC
0.12%0.11%#56$1,190.1万10.7万股$884.1万11.1万股-4,466股-4.02%减仓
Quadcap Wealth Management, LLC
1.03%0.93%#22$1,060.3万9.5万股$820.2万10.3万股-8,075股-7.83%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.05%0.04%#75$997.6万8.9万股$654.6万8.2万股+7,139股+8.68%加仓
Foundry Financial Group, Inc.
4.14%3.68%#4$958.0万8.6万股$741.5万9.3万股-7,345股-7.88%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#108$928.6万8.3万股$607.6万7.6万股+6,860股+8.98%加仓
AssetMarkASSETMARK, INC
0.02%0.02%#94$925.5万8.3万股$831.2万10.5万股-2.2万股-20.61%减仓
Welch Financial Planning, LLC
5.13%5.06%#3$881.1万7.9万股$704.1万8.9万股-9,528股-10.76%减仓
Hartford Financial Management Inc.
1.72%1.46%#14$771.8万6.9万股$573.4万7.2万股-2,897股-4.02%减仓
YARGER WEALTH STRATEGIES, LLC
2.75%2.29%#8$767.4万7.3万股$568.0万7.1万股+1,968股+2.76%加仓
FAGAN ASSOCIATES, INC.
0.93%0.76%#24$757.1万6.8万股$545.0万6.9万股-657股-0.96%减仓
CVA Family Office, LLC
0.65%0.56%#28$715.2万6.4万股$528.6万6.6万股-2,345股-3.53%减仓
Private Wealth Partners, LLC
0.48%0.15%#32$666.5万6.0万股$190.1万2.4万股+3.6万股+149.93%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#149$579.5万5.2万股$00股+5.2万股新买入
Private Advisor集团Private Advisor Group, LLC
0.03%0.01%#84$573.9万5.1万股$151.9万1.9万股+3.2万股+169.36%加仓
Guided Capital Wealth Management, LLC
2.97%2.4%#7$508.2万4.6万股$363.9万4.6万股-197股-0.43%减仓
美国国家慈善信托National Philanthropic Trust
0.07%#68$495.1万4.4万股$00股+4.4万股新买入
圆圈财富管理Circle Wealth Management, LLC
0.06%0.05%#73$492.0万4.4万股$337.0万4.2万股+1,738股+4.10%加仓
Integras Partners LLC
2.67%2.32%#9$484.5万4.3万股$352.8万4.4万股-919股-2.07%减仓
GENESIS PRIVATE WEALTH, LLC
1.26%0.33%#19$447.4万4.0万股$103.9万1.3万股+2.7万股+207.11%加仓
POTENTIA WEALTH
1.79%1.33%#12$438.0万3.9万股$344.6万4.3万股-4,064股-9.38%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#103$406.3万3.6万股$258.3万3.2万股+3,948股+12.16%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#101$393.3万3.5万股$255.9万3.2万股+3,087股+9.60%加仓
TABLEAUX LLC
1.65%1.42%#17$392.3万3.5万股$294.1万3.7万股-1,806股-4.88%减仓
Krilogy Financial LLC
0.11%0.1%#58$384.9万3.5万股$298.3万3.3万股+1,510股+4.58%加仓
Symphony Financial Services, Inc.
1.7%1.3%#15$378.1万3.4万股$253.2万3.2万股+2,061股+6.47%加仓
Janney Montgomery Scott LLC
0.01%0.01%#112$371.8万3.3万股$205.6万2.6万股+7,474股+28.91%加仓
N.E.W. Advisory Services LLC
0.24%0.19%#39$355.3万3.2万股$248.8万3.1万股+568股+1.82%加仓
VALLEY WEALTH MANAGERS, INC.
0.2%0.23%#41$350.4万3.1万股$358.3万4.5万股-1.4万股-30.27%减仓

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