13FBOX
JPMORGAN U.S. MOMENTUM FACTOR · 13F 机构持仓分析
期权收益计算器 机构排行
J

JPMORGAN U.S. MOMENTUM FACTOR

JMOM
持有机构数
157
机构合计市值 (Q2 2026)
$18.48亿
机构合计股数 (Q2 2026)
2,206.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+205.3万股
79 · 28 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-49.0万股
69 · 12 清仓 · ≈
⚖️ 净额
+156.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$18.48亿
持有机构数
157
新买入
28
加仓
51
减仓
57
清仓
12
持股不变
21
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
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
1.34%1.37%#12$8.09亿968.5万股$6.28亿912.4万股+56.1万股+6.15%加仓
Blue TrustBlue Trust, Inc.
3.92%3.71%#4$4.11亿481.1万股$3.24亿476.7万股+4.4万股+0.92%加仓
Equitable控股Equitable Holdings, Inc.
0.73%0.55%#17$1.21亿142.2万股$8,600.0万126.2万股+16.0万股+12.65%加仓
LPL金融LPL Financial LLC
0.02%0.01%#75$7,166.1万83.9万股$2,814.0万41.4万股+42.4万股+102.39%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#103$6,504.5万77.1万股$4,979.0万75.8万股+1.3万股+1.73%加仓
Shore Point Advisors, LLC
14.76%13.65%#1$4,401.9万70.2万股$3,456.7万65.7万股+4.4万股+6.76%加仓
EP财富顾问EP Wealth Advisors, LLC
0.13%0.01%#38$3,303.2万38.7万股$256.2万3.8万股+34.9万股+924.50%加仓
Nova R Wealth, Inc.
6.22%5.27%#2$2,133.6万25.0万股$1,650.4万24.3万股+6,673股+2.75%加仓
MAGNOLIA CAPITAL ADVISORS LLC
3.46%3.19%#5$2,017.1万23.6万股$1,622.9万23.9万股-2,919股-1.22%减仓
ARQ WEALTH ADVISORS, LLC
2.1%2.31%#8$1,696.2万20.6万股$1,282.8万18.9万股+1.8万股+9.31%加仓
CABOT WEALTH MANAGEMENT INC
1.5%#10$1,474.8万17.3万股$00股+17.3万股新买入
Vident顾问Vident Advisory, LLC
0.11%0.1%#42$1,473.4万17.2万股$1,145.1万16.9万股+3,810股+2.26%加仓
West Wealth Group, LLC
1.98%2.42%#9$1,207.9万14.1万股$1,225.1万18.0万股-3.9万股-21.64%减仓
Cassia Capital Partners, LLC
5.68%4.94%#3$1,171.5万13.7万股$960.9万14.1万股-4,322股-3.05%减仓
Corient私人财富Corient Private Wealth LLC
0.01%0.01%#87$934.3万10.9万股$795.2万11.7万股-7,750股-6.62%减仓
Vise科技Vise Technologies, Inc.
0.09%0.07%#46$762.2万8.9万股$363.6万5.3万股+3.6万股+67.15%加仓
Savant资本Savant Capital, LLC
0.02%0.03%#73$677.8万7.9万股$542.6万8.0万股-569股-0.71%减仓
5T Wealth, LLC
2.43%2.05%#6$653.5万7.6万股$519.8万7.7万股-64股-0.08%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.04%0.05%#61$555.5万6.5万股$607.1万8.9万股-2.4万股-27.28%减仓
Kathmere Capital Management, LLC
0.26%0.25%#32$493.2万5.8万股$409.2万6.0万股-2,539股-4.21%减仓
FIFTH THIRD SECURITIES, INC.
0.28%0.27%#29$489.2万5.7万股$418.4万6.2万股-4,361股-7.08%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#139$457.4万5.4万股$384.3万5.7万股-3,067股-5.42%减仓
KELLY FINANCIAL GROUP LLC
0.56%0.92%#19$453.1万5.3万股$366.4万5.4万股-926股-1.72%减仓
SILVER OAK SECURITIES, INCORPORATED
0.27%0.11%#31$446.4万5.2万股$154.6万2.3万股+2.9万股+129.47%加仓
Kingsview Wealth Management, LLC
0.08%0.06%#49$444.7万6.5万股$444.7万6.5万股00.00%持仓不变
Delos Wealth Advisors, LLC
2.18%1.9%#7$425.9万5.0万股$332.2万4.9万股+919股+1.88%加仓
3Chopt Investment Partners, LLC
0.77%0.75%#16$410.7万4.8万股$326.4万4.8万股00.00%持仓不变
Skyline Advisors, Inc.
1.23%1.03%#13$397.5万4.7万股$294.9万4.3万股+3,098股+7.14%加仓
Strategic Financial Services, Inc.
0.17%0.16%#34$384.0万4.5万股$330.0万4.9万股-3,654股-7.52%减仓
Fifth Third Wealth 顾问Fifth Third Wealth Advisors LLC
0.11%#43$377.8万4.4万股$00股+4.4万股新买入
INTRUST BANK NA
0.28%0.25%#30$376.0万4.4万股$311.2万4.6万股-1,823股-3.98%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#106$354.9万4.2万股$285.1万4.2万股-452股-1.08%减仓
Centennial Bank/AR/
1.07%0.94%#14$332.4万3.9万股$262.0万3.9万股+315股+0.82%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#133$322.7万3.8万股$235.2万3.5万股+3,135股+9.05%加仓
Klaas Financial Asset Advisors, LLC
0.38%0.36%#23$304.6万3.6万股$263.3万3.9万股-3,123股-8.06%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#109$292.8万3.4万股$248.1万3.7万股-2,272股-6.22%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#128$281.5万3.3万股$216.9万3.2万股+1,010股+3.16%加仓
NorthCrest Asset Manangement, LLC
0.07%0.07%#54$270.7万3.2万股$218.6万3.2万股+592股+1.87%加仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#124$258.9万3.0万股$179.5万2.6万股+3,865股+14.62%加仓
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#107$250.3万2.9万股$113.1万1.7万股+1.3万股+75.81%加仓
Belpointe 资产管理Belpointe Asset Management LLC
0.07%0.06%#52$229.3万2.7万股$151.4万2.2万股+4,546股+20.39%加仓
CFS Investment Advisory Services, LLC
0.15%0.15%#37$222.6万2.7万股$224.2万3.0万股-3,144股-10.51%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#112$214.4万2.5万股$94.5万1.4万股+1.1万股+80.28%加仓
Wealthfront顾问Wealthfront Advisers LLC
<0.01%<0.01%#99$213.6万2.5万股$143.3万2.1万股+3,889股+18.43%加仓
Hershey Financial Advisers, LLC
1.44%1.87%#11$201.0万2.4万股$217.0万3.2万股-8,442股-26.42%减仓
Professional Financial Advisors, LLC
0.34%0.34%#26$199.1万2.3万股$166.6万2.5万股-1,229股-5.01%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#134$191.8万2.2万股$127.6万1.9万股+3,665股+19.52%加仓
组成财富Composition Wealth, LLC
0.02%0.02%#70$187.1万2.2万股$153.1万2.3万股-651股-2.89%减仓
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.03%0.03%#64$183.2万2.1万股$155.6万2.3万股-1,467股-6.40%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#144$177.9万2.1万股$268.6万4.0万股-1.9万股-47.36%减仓

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