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 FJPEM
持有机构数
114
机构合计市值 (Q2 2026)
$2.95亿
机构合计股数 (Q2 2026)
470.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+37.4万股
54 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-42.1万股
62 · 20 清仓 · ≈
⚖️ 净额
-4.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.95亿
持有机构数
114
新买入
10
加仓
44
减仓
42
清仓
20
持股不变
18
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
LPL金融LPL Financial LLC
0.01%0.01%#62$2,375.4万37.8万股$2,289.4万36.9万股+9,861股+2.68%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#77$2,122.9万33.8万股$2,040.3万32.8万股+9,741股+2.97%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#86$1,468.6万23.4万股$1,486.9万25.2万股-1.8万股-7.18%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#51$1,294.2万20.6万股$1,306.8万21.0万股-4,206股-2.00%减仓
SAM Advisors, LLC
3.45%3.84%#1$1,263.8万20.1万股$1,225.1万19.7万股+4,104股+2.08%加仓
American Money Management, LLC
1.77%1.87%#2$1,236.6万19.7万股$1,183.1万19.0万股+6,535股+3.43%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#70$1,135.7万18.1万股$1,046.1万16.8万股+1.3万股+7.44%加仓
Focus Partners财富Focus Partners Wealth
0.01%0.01%#53$1,005.1万16.0万股$981.6万15.8万股+2,093股+1.32%加仓
KWB Wealth
0.84%0.96%#6$982.3万15.6万股$966.8万15.9万股-2,728股-1.71%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.14%0.07%#24$898.7万14.3万股$454.7万7.3万股+7.0万股+95.59%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#74$825.5万13.1万股$744.9万12.0万股+1.2万股+9.67%加仓
Avantax Planning Partners, Inc.
0.2%0.21%#19$799.9万12.7万股$767.8万12.4万股+3,814股+3.09%加仓
Corient私人财富Corient Private Wealth LLC
0.01%<0.01%#61$757.7万12.1万股$33.9万5,452股+11.5万股+2,113.77%加仓
西格尔·布莱恩特·哈米尔SEGALL BRYANT & HAMILL, LLC
0.09%0.11%#28$736.6万11.7万股$736.2万11.9万股-1,174股-0.99%减仓
Cerity合伙人Cerity Partners LLC
0.01%0.01%#55$689.5万11.0万股$862.7万13.9万股-2.9万股-20.91%减仓
Linscomb Wealth, Inc.
0.3%0.32%#13$682.7万10.9万股$720.8万11.6万股-7,266股-6.26%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#83$661.2万10.5万股$651.5万10.5万股+458股+0.44%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#57$577.9万9.2万股$494.3万8.0万股+1.2万股+15.68%加仓
马歇尔·韦斯MARSHALL WACE, LLP
<0.01%0.01%#64$550.8万8.8万股$545.1万8.8万股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#96$490.5万7.8万股$505.9万8.4万股-5,870股-6.99%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#89$480.8万7.7万股$282.8万4.6万股+3.1万股+68.23%加仓
顶峰金融Summit Financial, LLC
0.05%0.05%#38$449.2万7.2万股$393.8万6.3万股+8,172股+12.89%加仓
Avestar Capital, LLC
0.25%0.27%#14$447.3万7.1万股$417.8万6.7万股+3,991股+5.93%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#73$443.6万7.1万股$404.8万6.7万股+3,506股+5.21%加仓
Berger Financial Group, Inc
0.22%0.24%#17$428.3万6.8万股$433.3万7.0万股-1,529股-2.19%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#63$402.4万6.4万股$393.0万6.3万股+838股+1.32%加仓
Jacobi Capital Management LLC
0.18%0.19%#21$371.9万5.9万股$337.9万5.4万股+4,847股+8.91%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#81$364.9万5.8万股$357.5万5.8万股+588股+1.02%加仓
花旗集团CITIGROUP INC
<0.01%<0.01%#80$318.1万5.1万股$316.3万5.1万股-243股-0.48%减仓
Schiavi & Co LLC
0.81%0.8%#7$307.8万4.9万股$268.4万4.3万股+5,824股+13.48%加仓
Kingsview Wealth Management, LLC
0.05%0.04%#37$282.5万4.5万股$282.5万4.5万股00.00%持仓不变
RHS Financial, LLC
1.05%1.51%#4$259.9万4.1万股$318.8万5.1万股-9,924股-19.34%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#93$259.5万4.1万股$313.7万5.0万股-9,158股-18.14%减仓
TIEMANN INVESTMENT ADVISORS, LLC
0.84%0.91%#5$232.0万3.7万股$230.9万3.7万股-205股-0.55%减仓
FLOW TRADERS U.S. LLC
0.08%0.05%#30$200.3万3.2万股$161.2万2.6万股+5,950股+22.93%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#95$185.8万3.0万股$160.6万2.6万股+3,741股+14.47%加仓
Birchwood Financial Partners, Inc.
1.52%1.73%#3$185.7万3.0万股$179.2万2.9万股+737股+2.56%加仓
Tactive Advisors, LLC
0.43%1.34%#9$175.6万2.8万股$476.1万7.7万股-4.9万股-63.50%减仓
Focus Financial Network, Inc.
0.05%0.06%#34$175.0万2.8万股$167.4万2.7万股+936股+3.47%加仓
Virtu Financial LLC
0.05%0.03%#40$154.4万2.5万股$67.7万1.1万股+1.4万股+125.71%加仓
&Partners&PARTNERS
0.01%0.01%#59$153.6万2.4万股$145.0万2.3万股+1,183股+5.08%加仓
Accel Wealth Management
0.32%0.55%#11$140.2万2.2万股$210.5万3.4万股-1.2万股-34.08%减仓
NATIXIS ADVISORS, LLC
<0.01%<0.01%#75$139.6万2.2万股$126.7万2.0万股+1,848股+9.06%加仓
BKM Wealth Management, LLC
0.48%0.72%#8$134.6万2.1万股$197.7万3.2万股-1.0万股-32.64%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.02%#58$132.2万2.1万股$205.9万3.3万股-1.2万股-36.48%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#99$127.8万2.0万股$192.5万3.1万股-1.1万股-34.30%减仓
Argent 信托Argent Trust Co
0.03%0.03%#44$91.2万1.5万股$90.0万1.4万股+40股+0.28%加仓
Bond & Devick Financial Network, Inc.
0.22%0.25%#16$88.8万1.4万股$87.9万1.4万股00.00%持仓不变
MONECO ADVISORS, LLC
0.05%0.06%#35$88.5万1.4万股$82.6万1.3万股+800股+6.02%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#102$86.5万1.4万股$88.6万1.4万股-477股-3.35%减仓

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