13FBOX
摩根大通交易所交易基金 · 13F 机构持仓分析
期权收益计算器 机构排行
J

摩根大通交易所交易基金

J P MORGAN EXCHANGE TRADED FJPLD
持有机构数
163
机构合计市值 (Q2 2026)
$33.16亿
机构合计股数 (Q2 2026)
6,353.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+635.7万股
108 · 38 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-327.8万股
55 · 19 清仓 · ≈
⚖️ 净额
+307.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$33.16亿
持有机构数
163
新买入
38
加仓
70
减仓
36
清仓
19
持股不变
19
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
0.13%0.15%#56$22.93亿4,392.7万股$23.68亿4,533.0万股-140.3万股-3.10%减仓
富达投资FMR LLC
0.01%<0.01%#112$1.25亿240.1万股$24.5万4,691股+239.7万股+51,090.49%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.13%0.15%#57$8,191.5万157.0万股$8,491.2万162.7万股-5.7万股-3.53%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#114$7,975.1万152.8万股$5,689.9万108.4万股+44.4万股+40.93%加仓
M&T银行M&T BANK CORP
0.17%0.12%#50$5,814.8万111.4万股$3,449.2万66.1万股+45.3万股+68.58%加仓
LPL金融LPL Financial LLC
0.01%0.02%#94$5,429.7万104.0万股$6,026.9万115.5万股-11.4万股-9.91%减仓
Schiavi & Co LLC
13.39%13.88%#1$5,077.1万97.3万股$4,674.2万89.6万股+7.7万股+8.62%加仓
组成财富Composition Wealth, LLC
0.59%0.66%#29$5,065.2万97.1万股$4,792.6万91.8万股+5.2万股+5.69%加仓
瑞银集团UBS Group AG
0.01%0.01%#110$4,739.4万90.8万股$4,359.0万83.5万股+7.3万股+8.73%加仓
Wealthquest Corp
2.29%#13$3,632.9万69.6万股$00股+69.6万股新买入
MBM WEALTH CONSULTANTS, LLC
5.17%4.06%#6$2,679.4万51.3万股$1,769.6万33.9万股+17.4万股+51.41%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#131$2,083.5万39.9万股$2,102.3万40.3万股-3,600股-0.89%减仓
Scott Capital Advisors, LLC
2.63%0.41%#12$1,679.5万32.2万股$204.3万3.9万股+28.3万股+720.87%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#109$1,551.6万29.7万股$1,337.5万25.7万股+4.1万股+15.85%加仓
Essential Planning, LLC.
4.38%3.8%#7$1,549.9万29.7万股$1,194.4万22.9万股+6.8万股+29.76%加仓
TD Capital Management LLC
1.17%1.24%#24$1,426.6万27.3万股$1,376.3万26.4万股+9,622股+3.65%加仓
Spinnaker Investment Group, LLC
2.25%#14$1,403.9万26.9万股$00股+26.9万股新买入
Per Stirling Capital Management, LLC.
1.3%#22$1,374.4万26.3万股$00股+26.3万股新买入
Intellus Advisors LLC
1.55%1.66%#19$1,274.7万24.4万股$1,218.4万23.3万股+1.1万股+4.63%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#118$1,229.7万23.6万股$1,242.5万23.8万股-2,461股-1.03%减仓
FMA Wealth Management, LLC
7.8%8.25%#3$1,218.8万23.4万股$1,240.6万23.8万股-4,162股-1.75%减仓
Stonebridge Financial Group, LLC
0.92%1.08%#25$1,209.6万23.2万股$1,312.2万25.1万股-2.0万股-7.82%减仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#97$1,104.6万21.2万股$1,094.2万21.0万股+1,993股+0.95%加仓
Bulwark Capital Corp
5.78%7.6%#5$1,027.6万19.7万股$1,232.8万23.6万股-3.9万股-16.65%减仓
Wealth Advisors of Tampa Bay, LLC
3.07%3.19%#10$1,002.6万19.2万股$965.2万18.5万股+7,177股+3.88%加仓
OakTrust Wealth Advisors, LLC
8.3%7.84%#2$963.4万18.5万股$861.0万16.5万股+2.0万股+11.88%加仓
Private Advisor集团Private Advisor Group, LLC
0.04%0.04%#75$949.3万18.2万股$930.2万17.8万股+3,647股+2.05%加仓
Juno Financial Group LLC
3.29%3.41%#9$927.8万17.8万股$868.7万16.6万股+1.1万股+6.81%加仓
Kraft, Davis & Associates, LLC
1.91%0.49%#15$913.8万17.6万股$231.7万4.4万股+13.2万股+297.25%加仓
DRIVE WEALTH MANAGEMENT, LLC
1.43%1.49%#21$800.9万15.3万股$704.5万13.5万股+1.8万股+13.69%加仓
ANCHOR CAPITAL 顾问ANCHOR CAPITAL ADVISORS LLC
0.21%0.2%#45$735.9万14.1万股$715.6万13.7万股+3,894股+2.84%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#107$732.5万14.0万股$629.2万12.1万股+2.0万股+16.42%加仓
MONECO ADVISORS, LLC
0.44%0.44%#33$717.8万13.8万股$561.5万10.8万股+3.0万股+27.84%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#104$604.6万11.6万股$645.6万12.4万股-7,848股-6.34%减仓
Whipplewood Advisors, LLC
4.07%4.07%#8$604.0万11.6万股$784.7万15.0万股-3.5万股-23.02%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#106$602.9万11.6万股$451.3万8.6万股+2.9万股+33.58%加仓
Apella资本Apella Capital, LLC
0.07%0.08%#65$516.8万9.9万股$521.2万10.0万股-283股-0.28%减仓
KINTRA WEALTH, LLC
0.27%#41$513.9万9.9万股$00股+9.9万股新买入
布利克利金融集团Bleakley Financial Group, LLC
0.06%0.08%#69$489.4万9.4万股$502.8万9.6万股-2,565股-2.66%减仓
Sunrise Financial Services, LLC
2.91%3.17%#11$489.3万9.4万股$447.4万8.6万股+8,021股+9.36%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.02%0.02%#83$451.5万8.7万股$450.0万8.6万股+286股+0.33%加仓
WBH ADVISORY INC
0.3%#39$446.6万8.6万股$00股+8.6万股新买入
AE财富管理AE Wealth Management LLC
0.02%0.02%#88$436.5万8.4万股$421.6万8.1万股+2,854股+3.53%加仓
Members Advisory Group LLC
1.19%1.52%#23$424.8万8.1万股$442.0万8.5万股-3,295股-3.89%减仓
Turning Point Benefit Group, Inc.
1.72%#17$399.9万7.7万股$00股+7.7万股新买入
Grey Ledge Advisors, LLC
0.79%0.83%#28$395.2万7.6万股$367.9万7.0万股+5,237股+7.43%加仓
Diversified Portfolios, Inc.
0.23%0.24%#43$312.6万6.0万股$292.3万5.6万股+3,886股+6.94%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.06%0.07%#70$302.2万5.8万股$347.2万6.7万股-8,623股-12.96%减仓
Equitable控股Equitable Holdings, Inc.
0.02%0.03%#90$294.3万5.6万股$421.6万8.1万股-2.4万股-29.99%减仓
Nautilus Advisors LLC
1.7%2.2%#18$291.0万5.6万股$320.9万6.1万股-5,471股-8.90%减仓

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