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 FJPSE
持有机构数
116
机构合计市值 (Q2 2026)
$4.79亿
机构合计股数 (Q2 2026)
796.9万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+72.2万股
54 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-89.6万股
56 · 8 清仓 · ≈
⚖️ 净额
-17.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.79亿
持有机构数
116
新买入
11
加仓
43
减仓
48
清仓
8
持股不变
14
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
Koss-Olinger Consulting, LLC
4.98%4.52%#2$6,472.3万107.6万股$5,390.8万102.8万股+4.8万股+4.63%加仓
LPL金融LPL Financial LLC
0.01%0.01%#59$5,212.1万86.6万股$4,756.0万90.7万股-4.1万股-4.50%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#60$2,859.6万47.5万股$3,872.4万73.9万股-26.3万股-35.65%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#83$2,501.1万41.6万股$3,202.8万61.1万股-19.5万股-31.95%减仓
Hartford Financial Management Inc.
4.33%4.4%#4$1,939.1万32.2万股$1,725.5万32.9万股-6,811股-2.07%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#87$1,864.5万31.0万股$1,311.0万26.3万股+4.7万股+17.74%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#78$1,771.4万29.4万股$1,570.5万30.0万股-5,110股-1.71%减仓
Aprio Wealth Management, LLC
0.76%0.91%#13$1,548.4万25.7万股$1,660.0万31.7万股-5.9万股-18.71%减仓
Goldstein Advisors, LLC
1.27%1.34%#10$1,388.2万23.1万股$1,209.4万23.1万股+67股+0.03%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#62$1,318.4万21.9万股$1,119.7万21.4万股+5,578股+2.61%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#91$1,166.9万19.5万股$798.1万15.5万股+3.9万股+25.20%加仓
Gerber Kawasaki Wealth & 投资管理Gerber Kawasaki Wealth & Investment Management
0.3%0.32%#20$1,140.3万19.0万股$997.9万19.0万股-809股-0.43%减仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#56$1,097.4万18.2万股$706.9万13.5万股+4.8万股+35.28%加仓
Sprinkle Financial Consultants LLC
4.24%4.23%#5$1,081.5万18.0万股$916.6万17.5万股+4,922股+2.82%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.05%0.01%#39$1,067.8万17.7万股$100.8万1.9万股+15.8万股+823.48%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.05%0.02%#38$1,018.4万16.9万股$283.1万5.4万股+11.5万股+213.48%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#80$996.2万16.6万股$674.6万12.9万股+3.7万股+28.69%加仓
Keystone Financial Services, LLC
5.83%5.69%#1$971.1万16.1万股$845.7万16.1万股+109股+0.07%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#71$971.0万16.2万股$699.6万13.5万股+2.7万股+19.80%加仓
MAGNOLIA CAPITAL ADVISORS LLC
1.54%1.44%#8$898.0万14.9万股$733.6万14.0万股+9,337股+6.67%加仓
Financial Solutions Advisory Group, Inc.
1.1%1.06%#12$867.0万14.6万股$770.1万14.7万股-1,085股-0.74%减仓
托克维尔资管TOCQUEVILLE ASSET MANAGEMENT L.P.
0.11%0.11%#32$852.8万14.2万股$735.6万14.0万股+1,444股+1.03%加仓
Ipsen Advisor Group LLC
4.49%4.24%#3$698.6万11.6万股$606.0万11.6万股+523股+0.45%加仓
Davenport公司DAVENPORT & Co LLC
0.03%0.03%#47$569.1万9.5万股$564.9万10.8万股-1.3万股-12.22%减仓
Capital Advisors Wealth Management, LLC
0.64%0.64%#15$548.4万9.1万股$476.7万9.1万股+224股+0.25%加仓
First Pacific Financial
0.51%0.49%#18$425.5万7.1万股$377.2万7.2万股-1,220股-1.70%减仓
Family Capital Management, Inc.
1.52%1.54%#9$393.3万6.5万股$346.0万6.6万股-625股-0.95%减仓
Kingsview Wealth Management, LLC
0.07%0.05%#36$381.9万7.3万股$381.9万7.3万股00.00%持仓不变
QUANTUM FINANCIAL PARTNERS LLC
1.73%#7$337.6万5.6万股$00股+5.6万股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#76$322.1万5.4万股$280.8万5.4万股-25股-0.05%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#101$269.8万4.5万股$71.0万1.4万股+3.1万股+230.93%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#74$261.4万4.3万股$220.7万4.2万股+1,367股+3.25%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#63$257.5万4.3万股$243.1万4.6万股-3,565股-7.69%减仓
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
2%1.9%#6$249.8万4.2万股$215.1万4.1万股+493股+1.20%加仓
LexAurum Advisors, LLC
0.24%0.26%#22$211.3万3.5万股$198.1万3.8万股-2,665股-7.05%减仓
APPLETON PARTNERS INC/MA
0.13%0.7%#29$210.9万3.5万股$1,000.0万19.1万股-15.6万股-81.62%减仓
Vantus Wealth LLC
1.11%#11$207.0万3.4万股$00股+3.4万股新买入
Advyzon Investment Management, LLC
0.15%0.15%#27$203.6万3.4万股$171.6万3.3万股+1,116股+3.41%加仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.03%0.06%#43$191.5万3.2万股$166.4万3.2万股+89股+0.28%加仓
FIFTH THIRD SECURITIES, INC.
0.1%0.11%#33$181.3万3.0万股$177.3万3.4万股-3,680股-10.88%减仓
KWB Wealth
0.14%0.14%#28$167.3万2.8万股$136.8万2.7万股+479股+1.75%加仓
Cornerstone Wealth Management, LLC
0.07%0.07%#37$155.4万2.6万股$141.1万2.7万股-1,098股-4.08%减仓
Financial Engines顾问Financial Engines Advisors L.L.C.
<0.01%<0.01%#79$141.6万2.4万股$121.7万2.3万股+321股+1.38%加仓
SCHMIDT P J INVESTMENT MANAGEMENT INC
0.18%0.18%#25$114.2万1.9万股$109.6万2.1万股-1,927股-9.22%减仓
GTS SECURITIES LLC
0.02%0.04%#49$114.1万1.9万股$99.8万1.9万股-69股-0.36%减仓
Gallacher Capital Management LLC
0.51%0.27%#17$90.5万1.5万股$70.6万1.3万股+1,590股+11.82%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#86$85.9万1.4万股$75.1万1.4万股-33股-0.23%减仓
Cordgrass Capital Advisors, LLC
0.3%0.17%#21$81.1万1.3万股$70.9万1.4万股-38股-0.28%减仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.02%0.04%#52$80.2万1.3万股$41.3万1.2万股+1,666股+14.28%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#88$79.8万1.3万股$48.2万9,186股+4,081股+44.43%加仓

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