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摩根大通·SHORT DURATION CORE PLUS ETF · 13F 机构持仓分析
期权收益计算器 机构排行
J

摩根大通·SHORT DURATION CORE PLUS ETF

JPMORGAN SHORT DURATION CORE PLUS ETFJSCP
持有机构数
120
机构合计市值 (Q2 2026)
$7.15亿
机构合计股数 (Q2 2026)
1,516.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+122.4万股
76 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-210.3万股
44 · 13 清仓 · ≈
⚖️ 净额
-87.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.15亿
持有机构数
120
新买入
10
加仓
66
减仓
31
清仓
13
持股不变
13
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
0.01%0.01%#89$1.25亿265.9万股$1.21亿257.3万股+8.7万股+3.38%加仓
EP财富顾问EP Wealth Advisors, LLC
0.39%0.52%#27$1.02亿217.4万股$1.05亿221.9万股-4.6万股-2.06%减仓
HB财富管理HB Wealth Management, LLC
0.18%0.23%#35$3,142.6万66.7万股$3,557.4万75.2万股-8.6万股-11.37%减仓
Roberts Wealth Advisors, LLC
6.71%7.05%#2$2,952.3万62.6万股$2,778.3万58.7万股+3.9万股+6.61%加仓
MCF 顾问MCF Advisors LLC
0.87%1.06%#16$2,424.0万51.4万股$2,407.6万50.9万股+5,137股+1.01%加仓
CGN Advisors LLC
1.53%1.44%#10$2,102.5万44.6万股$1,829.3万38.7万股+5.9万股+15.32%加仓
Apella资本Apella Capital, LLC
0.27%0.3%#30$1,947.4万41.5万股$2,043.0万43.1万股-1.6万股-3.65%减仓
5th Street Advisors, LLC
7.11%7.86%#1$1,870.0万39.7万股$1,824.0万38.6万股+1.1万股+2.86%加仓
Bridgewealth Advisory Group, LLC
3.45%3.65%#4$1,828.3万38.8万股$1,761.9万37.2万股+1.5万股+4.11%加仓
HighTower顾问HighTower Advisors, LLC
0.02%0.02%#75$1,761.1万37.4万股$1,831.4万38.7万股-1.4万股-3.52%减仓
TD Capital Management LLC
1.44%1.37%#12$1,756.0万37.2万股$1,522.8万32.2万股+5.1万股+15.70%加仓
Roof Eidam Maycock Peralta, LLC
3.22%3.77%#5$1,636.4万34.7万股$1,645.1万34.8万股-709股-0.20%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.08%0.12%#57$1,626.8万34.5万股$1,563.8万33.1万股+1.4万股+4.37%加仓
SkyOak Wealth, LLC
2.41%2.52%#7$1,476.1万31.3万股$1,378.5万29.1万股+2.2万股+7.43%加仓
Hennion & Walsh Asset Management, Inc.
0.42%0.45%#26$1,472.4万31.2万股$1,323.9万28.0万股+3.2万股+11.58%加仓
顶峰金融Summit Financial, LLC
0.15%0.17%#43$1,390.5万29.5万股$1,320.4万27.9万股+1.6万股+5.65%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#95$1,314.8万27.9万股$1,410.5万29.8万股-1.9万股-6.48%减仓
Focus Partners财富Focus Partners Wealth
0.01%0.01%#81$1,210.5万25.7万股$1,208.1万25.5万股+1,350股+0.53%加仓
全球退休合伙人Global Retirement Partners, LLC
0.15%#44$985.9万20.9万股$00股+20.9万股新买入
Main Street Financial Solutions, LLC
0.55%#21$894.6万19.0万股$00股+19.0万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#107$881.0万18.7万股$868.3万18.4万股+3,304股+1.80%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.02%#84$818.2万17.4万股$1,590.9万33.6万股-16.3万股-48.39%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#82$683.3万14.6万股$602.6万12.8万股+1.8万股+14.05%加仓
Perigon财富管理Perigon Wealth Management, LLC
0.1%0.1%#51$652.0万13.8万股$588.6万12.4万股+1.4万股+11.13%加仓
Waverly顾问Waverly Advisors, LLC
0.04%0.05%#67$631.4万13.4万股$662.9万14.0万股-6,227股-4.44%减仓
MAI资本管理MAI Capital Management
0.02%0.03%#72$627.8万13.3万股$548.7万11.6万股+1.7万股+14.80%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#88$603.2万12.8万股$531.8万11.2万股+1.6万股+13.80%加仓
Boyce & Associates Wealth Consulting, Inc.
4%4.28%#3$577.3万12.2万股$564.6万11.9万股+3,097股+2.59%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#103$566.4万12.0万股$510.1万10.8万股+1.2万股+10.93%加仓
New Insight Wealth Advisors
1.44%1.27%#11$489.0万10.4万股$353.1万7.5万股+2.9万股+38.94%加仓
CARY STREET PARTNERS FINANCIAL LLC
0.11%0.13%#50$485.1万10.3万股$518.8万11.0万股-6,782股-6.18%减仓
NOESIS CAPITAL MANGEMENT CORP
0.58%0.69%#20$484.2万10.3万股$465.2万9.8万股+4,363股+4.44%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#109$459.1万9.7万股$140.1万3.0万股+6.8万股+228.72%加仓
Milestone Investment Advisors LLC
0.95%1.03%#15$437.4万9.3万股$427.8万9.0万股+2,325股+2.57%加仓
BELLEVUE ASSET MANAGEMENT, LLC
1.81%2.23%#8$392.7万8.3万股$446.5万9.4万股-1.1万股-11.76%减仓
21 West Wealth Management LLC
3.09%3.74%#6$362.0万7.7万股$402.7万8.5万股-8,352股-9.81%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.01%0.01%#91$352.1万7.5万股$353.6万7.5万股-69股-0.09%减仓
HARBOUR INVESTMENT MANAGEMENT LLC
1.75%1.82%#9$338.8万7.2万股$335.1万7.1万股+1,010股+1.43%加仓
Wealthspire顾问Wealthspire Advisors, LLC
0.02%0.02%#74$312.9万6.6万股$245.0万5.2万股+1.5万股+28.14%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#100$309.4万6.6万股$122.1万2.6万股+4.0万股+154.16%加仓
Curry Webb Wealth Management LLC
1.16%1.37%#14$279.7万5.9万股$290.8万6.1万股-2,157股-3.51%减仓
PROMETHIUM ADVISORS,LLC
1.3%1.3%#13$270.0万5.7万股$251.0万5.3万股+4,200股+7.91%加仓
Tradition Wealth Management, LLC
0.16%0.19%#41$257.6万5.5万股$266.1万5.6万股-1,621股-2.88%减仓
Heritage Wealth Management, Inc.
0.62%1.19%#19$248.4万5.3万股$240.8万5.1万股+1,771股+3.48%加仓
Clear Creek Financial Management, LLC
0.15%0.16%#42$239.8万5.1万股$213.7万4.5万股+5,678股+12.57%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.02%#79$191.2万4.1万股$169.0万3.6万股+4,700股+13.11%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.04%0.04%#66$186.3万4.0万股$99.0万2.1万股+1.9万股+88.84%加仓
FAGAN ASSOCIATES, INC.
0.22%0.23%#33$182.7万3.9万股$166.5万3.5万股+3,550股+10.09%加仓
LexAurum Advisors, LLC
0.21%0.11%#34$178.3万3.8万股$83.9万1.8万股+2.0万股+113.31%加仓
Kingsview Wealth Management, LLC
0.03%0.02%#69$169.2万3.6万股$169.2万3.6万股00.00%持仓不变

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