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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 FHOLA
持有机构数
51
机构合计市值 (Q2 2026)
$1.44亿
机构合计股数 (Q2 2026)
260.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+43.1万股
25 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-60.9万股
24 · 5 清仓 · ≈
⚖️ 净额
-17.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.44亿
持有机构数
51
新买入
6
加仓
19
减仓
19
清仓
5
持股不变
7
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
CARY STREET PARTNERS FINANCIAL LLC
0.44%0.34%#7$2,008.0万36.3万股$1,374.1万26.1万股+10.1万股+38.82%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#32$1,204.0万21.7万股$1,124.4万21.4万股+3,636股+1.70%加仓
Security National Bank
1.42%1.99%#2$1,187.8万21.5万股$1,367.7万26.0万股-4.5万股-17.50%减仓
Private Advisor集团Private Advisor Group, LLC
0.05%#13$1,177.9万21.3万股$00股+21.3万股新买入
FOUNDERS FINANCIAL SECURITIES LLC
0.52%0.57%#5$1,023.8万18.5万股$1,001.9万18.6万股-884股-0.48%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#34$919.2万16.6万股$761.1万14.5万股+2.1万股+14.73%加仓
Valmark顾问Valmark Advisers, Inc.
0.09%0.09%#11$863.8万15.6万股$748.0万14.2万股+1.4万股+9.70%加仓
Merit金融集团Merit Financial Group, LLC
0.05%0.06%#14$775.3万14.0万股$823.1万15.6万股-1.6万股-10.53%减仓
Sterling Investment Advisors, Ltd.
0.93%1%#3$596.5万10.8万股$549.9万10.5万股+3,195股+3.06%加仓
Independent Wealth Advisors LLC
4.64%4.45%#1$513.2万9.3万股$453.2万8.6万股+6,534股+7.58%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#26$479.3万8.7万股$490.4万9.3万股-6,668股-7.15%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.03%0.03%#19$395.7万7.1万股$358.1万6.8万股+3,718股+5.49%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#41$307.3万5.5万股$1,636.7万31.1万股-25.6万股-82.17%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#31$281.4万5.1万股$240.7万4.6万股+5,062股+11.06%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#30$278.9万5.0万股$265.7万5.1万股-140股-0.28%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#44$271.0万4.9万股$298.7万5.7万股-7,843股-13.81%减仓
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
0.45%0.37%#6$221.1万4.0万股$146.1万2.8万股+1.2万股+43.79%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#48$207.0万3.8万股$139.2万2.7万股+1.0万股+38.75%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#33$190.0万3.4万股$212.6万4.0万股-6,113股-15.12%减仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#35$143.9万2.6万股$136.5万2.6万股+31股+0.12%加仓
Investment Partners Asset Management, Inc.
0.72%0.78%#4$130.3万2.4万股$125.6万2.4万股-334股-1.40%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#45$127.9万2.3万股$162.2万3.1万股-7,734股-25.08%减仓
Retirement Planning 集团Retirement Planning Group, LLC
0.03%0.08%#18$124.8万2.3万股$253.2万4.8万股-2.6万股-53.19%减仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.02%0.02%#20$120.3万2.2万股$118.2万2.2万股-748股-3.33%减仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
<0.01%<0.01%#27$85.7万1.5万股$22.8万4,339股+1.1万股+256.81%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%0.01%#23$73.7万1.3万股$82.1万1.6万股-2,304股-14.76%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#46$66.6万1.2万股$63.5万1.2万股-47股-0.39%减仓
Tradition Wealth Management, LLC
0.04%0.04%#16$63.3万1.1万股$63.1万1.2万股-568股-4.73%减仓
Alaska Wealth Advisors, LLC
0.06%0.07%#12$58.0万1.0万股$55.1万1.0万股00.00%持仓不变
Oak Wealth Advisors LLC
0.2%0.12%#9$42.0万7,577股$22.6万4,299股+3,278股+76.25%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#42$41.5万7,489股$33.4万6,358股+1,131股+17.79%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
<0.01%<0.01%#28$40.9万7,380股$30.1万5,731股+1,649股+28.77%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#40$32.3万5,833股$26.4万5,010股+823股+16.43%加仓
Capital Analysts, LLC
0.01%0.01%#24$31.4万5,674股$24.7万4,729股+945股+19.98%加仓
TCFG Investment Advisors, LLC
0.1%0.1%#10$29.3万5,263股$27.8万5,263股00.00%持仓不变
Creative Planning财富管理Creative Planning
<0.01%<0.01%#47$29.3万5,283股$39.1万7,426股-2,143股-28.86%减仓
Strategic Wealth Advisors LLC
0.22%0.21%#8$28.0万5,052股$26.5万5,052股00.00%持仓不变
Strategic Blueprint, LLC
0.01%0.01%#22$26.6万4,813股$25.3万4,813股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#50$26.2万4,725股$44.9万8,544股-3,819股-44.70%减仓
Alaska Permanent Capital Management, LLC
0.02%0.02%#21$25.4万4,584股$24.1万4,584股00.00%持仓不变
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%#37$24.8万4,472股$00股+4,472股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#49$24.6万4,434股$00股+4,434股新买入
MarinerMariner, LLC
<0.01%0.01%#43$23.5万4,248股$1,090.8万20.7万股-20.3万股-97.95%减仓
High Net Worth Advisory Group LLC
0.04%#15$20.9万3,782股$00股+3,782股新买入
Equitable控股Equitable Holdings, Inc.
<0.01%<0.01%#36$20.7万3,731股$22.2万4,219股-488股-11.57%减仓
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#29$16.4万2,964股$7.8万1,482股+1,482股+100.00%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#38$16.2万2,924股$00股+2,924股新买入
United Community Bank
0.04%0.04%#17$12.0万2,169股$11.4万2,169股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#51$4.9万882股$1.6万304股+578股+190.13%加仓
Ashton Thomas Private Wealth, LLC
<0.01%#39$3.3万593股$00股+593股新买入

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