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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 FJPME
持有机构数
104
机构合计市值 (Q2 2026)
$2.84亿
机构合计股数 (Q2 2026)
228.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+21.7万股
43 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-31.8万股
50 · 14 清仓 · ≈
⚖️ 净额
-10.1万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.84亿
持有机构数
104
新买入
8
加仓
35
减仓
36
清仓
14
持股不变
25
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#61$5,854.4万47.1万股$4,756.8万43.9万股+3.3万股+7.45%加仓
HighTower顾问HighTower Advisors, LLC
0.04%0.04%#31$4,427.5万35.6万股$4,068.8万35.5万股+1,186股+0.33%加仓
LPL金融LPL Financial LLC
0.01%0.01%#50$3,253.5万26.2万股$2,872.1万25.1万股+1.1万股+4.45%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#48$1,991.3万16.0万股$1,508.0万13.3万股+2.6万股+19.62%加仓
Cerity合伙人Cerity Partners LLC
0.01%0.01%#41$1,089.0万8.8万股$1,059.1万9.2万股-4,804股-5.19%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#62$924.2万7.4万股$225.2万2.0万股+5.5万股+278.32%加仓
RVW Wealth, LLC
0.52%0.57%#8$792.2万6.4万股$728.7万6.4万股+146股+0.23%加仓
Manske Wealth Management
1.96%1.92%#2$787.4万6.3万股$685.4万6.0万股+3,544股+5.92%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.03%0.03%#35$688.9万5.5万股$625.8万5.5万股+826股+1.51%加仓
1900 WEALTH MANAGEMENT LLC
0.32%0.34%#14$575.3万4.6万股$530.8万4.6万股-27股-0.06%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#74$527.5万4.2万股$625.3万5.5万股-1.2万股-22.22%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#85$438.8万3.5万股$393.3万3.4万股+984股+2.87%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#59$403.5万3.2万股$179.6万1.6万股+1.7万股+107.18%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#54$401.3万3.2万股$339.6万3.0万股+2,655股+8.96%加仓
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
2.31%2.32%#1$288.2万2.3万股$262.2万2.3万股+310股+1.35%加仓
Vantus Wealth LLC
1.35%#4$252.4万2.0万股$00股+2.0万股新买入
KWB Wealth
0.22%0.21%#18$252.1万2.0万股$211.9万2.0万股+792股+4.06%加仓
APPLETON PARTNERS INC/MA
0.15%0.74%#21$250.3万2.0万股$1,060.3万9.3万股-7.2万股-78.23%减仓
Advyzon Investment Management, LLC
0.18%0.19%#20$249.1万2.0万股$211.5万1.8万股+1,589股+8.61%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#60$247.2万2.0万股$204.8万1.8万股+2,022股+11.31%加仓
Dynamic Advisor Solutions LLC
0.07%0.07%#29$229.9万1.9万股$228.7万2.0万股-1,464股-7.33%减仓
Trilogy Capital Inc.
0.09%0.09%#26$222.7万1.8万股$206.4万1.8万股-90股-0.50%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#86$214.2万1.7万股$77.7万6,788股+1.0万股+153.99%加仓
Cassilly Financial Group LLC
1.45%1.55%#3$199.4万1.6万股$179.0万1.6万股+426股+2.73%加仓
Empirical Asset Management, LLC
0.44%0.45%#10$193.3万1.6万股$170.5万1.5万股+673股+4.52%加仓
NATIXIS ADVISORS, LLC
<0.01%#63$183.7万1.5万股$00股+1.5万股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#71$180.4万1.5万股$112.7万9,837股+4,684股+47.62%加仓
CreativeOne Wealth, LLC
0.04%0.04%#33$177.6万1.4万股$180.5万1.6万股-1,458股-9.25%减仓
Apella资本Apella Capital, LLC
0.02%0.02%#38$141.1万1.1万股$140.2万1.2万股-280股-2.41%减仓
Archford Capital Strategies, LLC
0.13%0.14%#22$132.8万1.1万股$122.5万1.1万股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
0.02%0.02%#39$129.5万1.0万股$114.6万1.0万股+419股+4.19%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%0.01%#56$126.2万1.0万股$132.4万1.2万股-1,397股-12.09%减仓
Goldstein Advisors, LLC
0.11%0.14%#24$125.1万1.0万股$121.7万1.1万股-558股-5.25%减仓
FSM Wealth Advisors, LLC
0.13%0.15%#23$125.0万1.0万股$116.0万1.0万股-68股-0.67%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#87$113.7万9,150股$79.4万6,872股+2,278股+33.15%加仓
Richard P Slaughter Associates Inc
0.21%0.23%#19$109.4万8,810股$105.2万9,185股-375股-4.08%减仓
Gallacher Capital Management LLC
0.61%0.53%#7$108.2万8,708股$139.0万1.2万股-3,425股-28.23%减仓
Choreo资本CHOREO, LLC
0.01%0.01%#44$96.1万7,736股$93.8万8,191股-455股-5.55%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#73$92.8万7,474股$85.8万7,493股-19股-0.25%减仓
现代财富管理Modern Wealth Management, LLC
0.01%0.04%#43$88.5万7,123股$252.3万2.2万股-1.5万股-67.52%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#92$84.8万6,793股$81.3万7,228股-435股-6.02%减仓
LANDMARK WEALTH MANAGEMENT, INC.
0.27%0.28%#16$81.0万6,517股$74.6万6,518股-1股-0.02%减仓
Private Advisor集团Private Advisor Group, LLC
<0.01%0.01%#57$80.9万6,510股$220.2万1.9万股-1.3万股-66.14%减仓
Cosner Financial Group, LLC
0.37%0.38%#13$72.1万5,807股$68.8万6,009股-202股-3.36%减仓
BLUEDOOR PRIVATE WEALTH, LLC
0.3%0.32%#15$71.9万5,787股$69.7万6,084股-297股-4.88%减仓
COMPASS CAPITAL MANAGEMENT, INC
0.04%0.04%#32$66.1万5,320股$60.9万5,320股00.00%持仓不变
Coppell Advisory Solutions LLC
0.05%#30$64.9万25股$00股+25股新买入
信安证券PRINCIPAL SECURITIES, INC.
0.01%0.01%#49$63.5万5,114股$46.1万4,028股+1,086股+26.96%加仓
CPWA, LLC
0.72%0.69%#6$61.8万4,976股$59.5万4,918股+58股+1.18%加仓
NOTTINGHAM ADVISORS, INC.
0.07%0.07%#28$60.9万4,896股$56.1万4,896股00.00%持仓不变

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