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 FJPIN
持有机构数
107
机构合计市值 (Q2 2026)
$2.42亿
机构合计股数 (Q2 2026)
334.2万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+25.9万股
41 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-39.8万股
57 · 15 清仓 · ≈
⚖️ 净额
-13.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.42亿
持有机构数
107
新买入
10
加仓
31
减仓
42
清仓
15
持股不变
24
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
瑞银集团UBS Group AG
<0.01%0.01%#53$3,308.8万45.8万股$3,428.4万48.1万股-2.4万股-4.92%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#74$2,268.6万31.4万股$2,031.0万30.5万股+8,814股+2.89%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.03%0.04%#25$2,059.2万28.1万股$2,050.0万28.6万股-5,653股-1.97%减仓
Cerity合伙人Cerity Partners LLC
0.02%0.02%#33$1,476.4万20.4万股$1,481.1万20.8万股-3,730股-1.79%减仓
Sterneck Capital Management, LLC
5.24%5.51%#1$1,223.0万16.9万股$1,226.8万17.2万股-3,070股-1.78%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.02%0.02%#31$1,218.0万16.8万股$1,160.7万16.3万股+5,503股+3.38%加仓
Focus Partners财富Focus Partners Wealth
0.01%0.01%#42$913.3万12.6万股$870.6万12.2万股+4,103股+3.36%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#83$851.9万11.8万股$878.8万12.3万股-5,546股-4.50%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#63$825.6万11.4万股$868.1万12.2万股-7,673股-6.30%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#43$739.7万10.2万股$617.1万8.7万股+1.6万股+18.08%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#78$669.7万9.3万股$736.9万10.3万股-1.1万股-10.46%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#68$665.1万9.2万股$976.6万13.7万股-4.5万股-32.91%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.03%#27$630.2万8.7万股$00股+8.7万股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#92$595.8万8.2万股$613.3万8.9万股-6,795股-7.64%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#94$446.8万6.2万股$1,047.1万14.7万股-8.5万股-57.96%减仓
Allworth金融Allworth Financial LP
0.02%0.01%#35$358.0万5.0万股$355.0万5.0万股-323股-0.65%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#84$347.9万4.8万股$345.5万4.8万股-383股-0.79%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#72$335.7万4.6万股$228.9万3.3万股+1.3万股+40.34%加仓
MCF 顾问MCF Advisors LLC
0.11%#16$294.0万4.1万股$00股+4.1万股新买入
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#57$214.0万3.0万股$210.8万3.0万股00.00%持仓不变
5T Wealth, LLC
0.75%0.9%#3$200.8万2.8万股$228.0万3.2万股-4,238股-13.24%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#40$185.0万2.6万股$188.5万2.6万股-877股-3.31%减仓
Mendel Money Management
0.63%0.53%#4$173.2万2.4万股$125.8万1.8万股+6,298股+35.67%加仓
WEALTHEDGE INVESTMENT ADVISORS, LLC
0.53%0.66%#5$155.5万2.2万股$180.8万2.5万股-3,876股-15.27%减仓
阿尔法核心资本AlphaCore Capital LLC
0.03%0.04%#28$153.7万2.1万股$151.4万2.1万股00.00%持仓不变
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#56$146.2万2.0万股$141.5万2.0万股+345股+1.74%加仓
Sherman Wealth Management LLC
1.06%1.09%#2$140.2万1.9万股$126.9万1.8万股+1,581股+8.88%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.01%#47$128.7万1.8万股$00股+1.8万股新买入
Apella资本Apella Capital, LLC
0.02%0.02%#32$128.4万1.8万股$133.0万1.8万股-119股-0.67%减仓
RHS Financial, LLC
0.49%0.32%#6$121.2万1.7万股$66.9万9,390股+7,375股+78.54%加仓
咨询服务网络Advisory Services Network, LLC
0.01%0.01%#36$118.9万1.6万股$65.9万9,245股+7,202股+77.90%加仓
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#71$117.2万1.6万股$123.6万1.7万股-1,147股-6.61%减仓
LexAurum Advisors, LLC
0.13%0.16%#15$113.2万1.6万股$119.9万1.7万股-1,177股-6.99%减仓
CreativeOne Wealth, LLC
0.02%0.03%#30$112.9万1.6万股$133.6万1.9万股-3,145股-16.77%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#59$104.7万1.4万股$75.2万1.1万股+3,919股+37.12%加仓
RVW Wealth, LLC
0.07%0.08%#19$100.3万1.4万股$98.7万1.4万股+7股+0.05%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#95$99.9万1.4万股$100.1万1.4万股-245股-1.74%减仓
Stonehearth Capital Management, LLC
0.34%0.41%#8$99.5万1.4万股$103.4万1.5万股-747股-5.15%减仓
Kathmere Capital Management, LLC
0.05%0.06%#21$99.1万1.4万股$97.6万1.4万股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#76$90.9万1.3万股$97.9万1.4万股-1,164股-8.47%减仓
Independent Wealth Network Inc.
0.23%0.25%#9$89.6万1.2万股$83.9万1.2万股+618股+5.25%加仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#93$89.1万1.2万股$89.6万1.3万股-243股-1.93%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#100$89.0万1.2万股$243.2万3.4万股-2.2万股-63.95%减仓
Spire 财富管理Spire Wealth Management
0.03%0.03%#29$87.8万1.2万股$92.8万1.3万股-871股-6.69%减仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#103$86.3万1.2万股$69.3万9,727股+2,204股+22.66%加仓
Vise科技Vise Technologies, Inc.
0.01%0.02%#39$85.8万1.2万股$95.2万1.4万股-2,099股-15.03%减仓
顶峰金融Summit Financial, LLC
0.01%0.01%#44$77.1万1.1万股$77.3万1.1万股-180股-1.66%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#82$72.8万1.0万股$71.0万9,965股+106股+1.06%加仓
组成财富Composition Wealth, LLC
0.01%0.01%#45$69.1万9,556股$68.2万9,575股-19股-0.20%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%<0.01%#48$67.3万9,306股$24.3万3,361股+5,945股+176.88%加仓

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