13FBOX
JPMorgan Sustainable Municipal Income ETF · 13F 机构持仓分析
期权收益计算器 机构排行
J

JPMorgan Sustainable Municipal Income ETF

JMSI
持有机构数
68
机构合计市值 (Q2 2026)
$2.92亿
机构合计股数 (Q2 2026)
578.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+89.3万股
43 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-17.6万股
30 · 17 清仓 · ≈
⚖️ 净额
+71.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.92亿
持有机构数
68
新买入
9
加仓
34
减仓
13
清仓
17
持股不变
12
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
Betterment智能投顾Betterment LLC
0.17%0.16%#8$1.00亿198.4万股$8,445.5万169.8万股+28.7万股+16.90%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#37$5,147.0万102.0万股$4,632.3万93.2万股+8.8万股+9.39%加仓
EP财富顾问EP Wealth Advisors, LLC
0.09%0.1%#13$2,264.6万44.9万股$2,011.5万40.4万股+4.5万股+11.04%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.01%0.01%#33$1,122.6万22.3万股$1,137.3万22.9万股-6,043股-2.64%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.05%0.03%#18$1,054.0万20.9万股$435.9万8.8万股+12.1万股+138.49%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#41$932.9万18.5万股$981.4万19.7万股-1.2万股-6.24%减仓
SEEDS INVESTOR LLC
0.92%1.16%#1$894.6万17.7万股$849.5万16.9万股+8,290股+4.90%加仓
Ellevest, Inc.
0.73%1.02%#3$850.6万16.9万股$736.2万14.8万股+2.1万股+14.02%加仓
富达投资FMR LLC
<0.01%<0.01%#56$788.6万15.6万股$429.9万8.6万股+7.0万股+80.95%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#42$763.9万15.1万股$771.7万15.5万股-3,680股-2.37%减仓
使命财富管理MISSION WEALTH MANAGEMENT, LP
0.07%0.11%#15$550.4万10.9万股$534.5万10.7万股+1,670股+1.55%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#39$476.6万9.4万股$424.9万8.5万股+9,070股+10.62%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%<0.01%#32$375.3万7.5万股$190.0万3.8万股+3.7万股+97.04%加仓
Modera财富管理Modera Wealth Management, LLC
0.03%0.04%#21$312.1万6.2万股$303.5万6.1万股+887股+1.45%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#52$252.6万5.0万股$168.1万3.4万股+1.6万股+48.23%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#48$252.6万5.0万股$219.9万4.4万股+5,783股+13.04%加仓
Ascentis Independent Advisors
0.32%0.18%#4$243.6万4.9万股$243.6万4.9万股00.00%持仓不变
Fiduciary信托FIDUCIARY TRUST CO
0.03%0.03%#22$243.6万4.8万股$224.3万4.5万股+3,199股+7.09%加仓
5T Wealth, LLC
0.78%0.13%#2$209.2万4.1万股$33.6万6,763股+3.5万股+513.20%加仓
Geo 财富管理GeoWealth Management, LLC
0.06%0.09%#16$201.1万4.0万股$237.2万4.8万股-7,803股-16.37%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#59$190.0万3.8万股$00股+3.8万股新买入
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#43$187.6万3.7万股$200.0万4.0万股-2,924股-7.29%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%<0.01%#28$153.8万3.0万股$2996股+3.0万股+508,133.33%加仓
CPC Advisors, LLC
0.2%0.26%#7$151.2万3.0万股$161.2万3.2万股-2,438股-7.52%减仓
Elequin 资本Elequin Capital, LP
0.04%#20$143.0万2.8万股$00股+2.8万股新买入
Fairway Wealth LLC
0.29%0.32%#5$141.7万2.8万股$121.5万2.4万股+3,683股+15.08%加仓
Perigon财富管理Perigon Wealth Management, LLC
0.02%0.01%#24$127.7万2.5万股$68.7万1.4万股+1.2万股+83.26%加仓
Wealth Architects, LLC
0.09%0.1%#11$112.0万2.2万股$108.1万2.2万股+478股+2.20%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#47$97.9万1.9万股$96.5万1.9万股+15股+0.08%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#36$96.7万1.9万股$96.0万1.9万股-110股-0.57%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#45$78.9万1.6万股$74.0万1.5万股+769股+5.17%加仓
AMARILLO NATIONAL BANK
0.11%0.12%#10$71.7万1.4万股$70.7万1.4万股00.00%持仓不变
PFG 投资PFG Investments, LLC
0.02%0.02%#23$54.3万1.1万股$53.0万1.1万股+98股+0.92%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#61$49.7万9,848股$00股+9,848股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#50$49.1万9,744股$54.8万1.1万股-1,268股-11.51%减仓
McNamara Financial Services, Inc.
0.08%0.08%#14$45.8万9,081股$40.1万8,062股+1,019股+12.64%加仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.02%0.02%#26$43.5万8,620股$40.5万8,145股+475股+5.83%加仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#44$41.9万8,302股$38.8万7,800股+502股+6.44%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#63$40.7万8,061股$237.1万4.8万股-4.0万股-83.09%减仓
Ally Invest Advisors Inc.
0.02%0.02%#25$31.2万6,184股$28.5万5,725股+459股+8.02%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
<0.01%#35$31.1万6,158股$00股+6,158股新买入
Xena Financial Planning, LLC
0.29%0.43%#6$30.3万6,015股$37.8万7,593股-1,578股-20.78%减仓
WealthPlan Investment Management, LLC
0.01%0.03%#27$28.9万5,733股$45.8万9,202股-3,469股-37.70%减仓
WINCAP FINANCIAL LLC
0.14%0.17%#9$26.5万5,250股$26.1万5,250股00.00%持仓不变
TBH Global Asset Management, LLC
0.05%#19$26.3万5,220股$00股+5,220股新买入
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#46$24.9万4,930股$23.7万4,754股+176股+3.70%加仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#55$24.2万4,807股$23.9万4,807股00.00%持仓不变
GGM Financial LLC
0.09%0.04%#12$23.2万4,592股$8.9万1,798股+2,794股+155.39%加仓
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#34$20.6万4,086股$16.4万3,304股+782股+23.67%加仓
阿波罗财富管理Apollon Wealth Management, LLC
<0.01%#40$20.4万4,036股$00股+4,036股新买入

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