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 FJPRE
持有机构数
63
机构合计市值 (Q2 2026)
$3.94亿
机构合计股数 (Q2 2026)
745.3万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+28.7万股
35 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-51.1万股
29 · 10 清仓 · ≈
⚖️ 净额
-22.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.94亿
持有机构数
63
新买入
11
加仓
24
减仓
19
清仓
10
持股不变
9
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
摩根大通JPMORGAN CHASE & CO
0.02%0.02%#20$2.94亿553.7万股$2.70亿569.8万股-16.0万股-2.81%减仓
美国国家慈善信托National Philanthropic Trust
0.19%0.19%#12$1,332.7万25.5万股$726.6万16.1万股+9.4万股+58.20%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#29$1,146.6万22.0万股$930.7万19.4万股+2.6万股+13.49%加仓
ECLECTIC ASSOCIATES INC /ADV
1.18%1.1%#4$1,038.2万19.9万股$831.4万17.3万股+2.6万股+15.02%加仓
FIRST FOUNDATION 顾问FIRST FOUNDATION ADVISORS
0.37%0.57%#7$1,030.6万19.8万股$1,419.9万29.5万股-9.8万股-33.13%减仓
Anderson Financial Strategies, LLC
4.38%4.48%#1$842.3万15.8万股$815.3万15.8万股-220股-0.14%减仓
Beta Wealth Group, Inc.
2.37%2.41%#2$630.7万12.1万股$581.5万12.1万股-99股-0.08%减仓
OARSMAN CAPITAL, INC.
0.6%0.55%#6$562.5万10.8万股$443.9万9.2万股+1.5万股+16.74%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#33$507.2万9.7万股$474.8万9.9万股-1,574股-1.59%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#42$366.5万7.0万股$51.7万1.1万股+5.9万股+553.50%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#31$290.5万5.6万股$269.1万5.6万股-302股-0.54%减仓
中央信托CENTRAL TRUST Co
0.03%0.03%#19$178.7万3.4万股$139.8万2.9万股+5,164股+17.76%加仓
21 West Wealth Management LLC
1.36%1.36%#3$159.0万3.0万股$146.6万3.1万股-29股-0.10%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#47$120.6万2.3万股$120.8万2.5万股-2,012股-8.01%减仓
One 资本管理One Capital Management, LLC
0.03%0.03%#18$117.4万2.4万股$117.4万2.4万股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#53$116.6万2.2万股$199.5万4.1万股-1.9万股-46.15%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.01%0.01%#24$113.6万2.2万股$94.2万2.0万股+2,175股+11.10%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#41$111.8万2.1万股$54.4万1.1万股+1.0万股+89.22%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#52$110.1万2.1万股$105.9万2.2万股-939股-4.26%减仓
SILVER OAK SECURITIES, INCORPORATED
0.06%0.06%#16$105.0万2.0万股$88.8万1.8万股+1,648股+8.92%加仓
Bill Few Associates, Inc.
0.19%0.2%#13$87.9万1.7万股$81.6万1.7万股-122股-0.72%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#54$84.8万1.6万股$78.2万1.6万股00.00%持仓不变
Independence Asset Advisors, LLC
0.2%0.25%#11$76.2万1.5万股$69.8万1.5万股+78股+0.54%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.01%0.01%#21$72.3万1.4万股$64.7万1.3万股+387股+2.88%加仓
Plus Group Wealth Advisors LLC
0.6%0.62%#5$63.3万1.2万股$56.6万1.2万股+354股+3.00%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#38$63.2万1.2万股$55.9万1.2万股+474股+4.07%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#40$61.7万1.2万股$55.3万1.1万股+325股+2.83%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#49$54.0万1.0万股$25.7万5,342股+5,004股+93.67%加仓
Capital Analysts, LLC
0.01%<0.01%#22$51.3万9,823股$1.4万290股+9,533股+3,287.24%加仓
Milestone Asset Management Group, LLC
0.25%0.26%#9$49.0万9,397股$45.1万9,379股+18股+0.19%加仓
Certified Advisory Corp
0.04%0.04%#17$48.5万9,292股$44.4万9,239股+53股+0.57%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#34$46.6万8,936股$46.7万9,713股-777股-8.00%减仓
Whipplewood Advisors, LLC
0.31%0.26%#8$46.3万8,870股$50.8万1.1万股-1,694股-16.04%减仓
Medallion Wealth Advisors, LLC
0.13%0.01%#14$42.4万8,147股$2.6万550股+7,597股+1,381.27%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#59$34.1万6,531股$4.3万894股+5,637股+630.54%加仓
Swisher Financial Concepts, Inc.
0.21%0.22%#10$33.5万6,429股$39.8万8,288股-1,859股-22.43%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
<0.01%<0.01%#30$30.2万5,780股$28.0万5,817股-37股-0.64%减仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
<0.01%0.01%#28$23.7万4,550股$21.3万4,437股+113股+2.55%加仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.01%#23$23.5万4,510股$00股+4,510股新买入
北方信托NORTHERN TRUST CORP
<0.01%<0.01%#58$23.2万4,453股$21.4万4,453股00.00%持仓不变
Focus Financial Network, Inc.
0.01%#26$22.5万4,307股$00股+4,307股新买入
MOR Wealth Management, LLC
0.08%#15$20.8万3,990股$00股+3,990股新买入
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#57$9.5万1,824股$8.8万1,832股-8股-0.44%减仓
AssetMarkASSETMARK, INC
<0.01%<0.01%#50$9.3万1,788股$8.7万1,811股-23股-1.27%减仓
亨廷顿国民银行HUNTINGTON NATIONAL BANK
<0.01%#46$7.3万1,398股$00股+1,398股新买入
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#48$5.2万995股$2.4万507股+488股+96.25%加仓
Center for Financial Planning, Inc.
<0.01%<0.01%#27$5.1万981股$4.7万981股00.00%持仓不变
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#36$4.6万874股$4.2万874股00.00%持仓不变
全球退休合伙人Global Retirement Partners, LLC
<0.01%#43$3.5万673股$00股+673股新买入
MCDONALD PARTNERS LLC
0.01%#25$3.5万666股$00股+666股新买入

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