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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 FJMHI
持有机构数
67
机构合计市值 (Q2 2026)
$1.27亿
机构合计股数 (Q2 2026)
250.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+42.0万股
43 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-12.9万股
23 · 8 清仓 · ≈
⚖️ 净额
+29.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.27亿
持有机构数
67
新买入
11
加仓
32
减仓
15
清仓
8
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
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#26$2,205.6万43.6万股$2,186.9万43.9万股-3,261股-0.74%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#45$945.6万18.7万股$713.3万14.3万股+4.4万股+30.47%加仓
Capital Asset 咨询服务Capital Asset Advisory Services LLC
0.29%0.32%#8$812.3万16.0万股$832.7万16.6万股-5,140股-3.10%减仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.13%#14$812.3万16.0万股$00股+16.0万股新买入
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#44$550.8万10.9万股$470.9万9.5万股+1.4万股+14.74%加仓
SEEDS INVESTOR LLC
0.49%0.62%#6$474.3万9.4万股$455.1万9.1万股+2,570股+2.82%加仓
Stewardship Advisors, LLC
0.97%0.95%#3$465.9万9.2万股$413.8万8.3万股+8,971股+10.80%加仓
Prentice Wealth Management LLC
0.9%1.22%#4$436.0万8.6万股$539.9万10.8万股-2.2万股-20.52%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#54$418.1万8.3万股$355.5万7.1万股+1.1万股+15.77%加仓
GGM Financial LLC
1.17%1.28%#1$308.1万6.1万股$278.3万5.6万股+5,007股+8.97%加仓
AdvisorNet Financial, Inc
0.14%0.15%#10$302.8万6.0万股$290.4万5.8万股+1,533股+2.63%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#37$296.8万5.9万股$330.5万6.6万股-7,708股-11.62%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#59$293.3万5.8万股$266.9万5.4万股+4,207股+7.84%加仓
BOYUM WEALTH ARCHITECTS LLC
1.14%1.19%#2$285.4万5.7万股$283.7万5.7万股+291股+0.51%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#51$282.8万5.6万股$347.6万7.0万股-1.4万股-19.92%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#55$268.3万5.3万股$288.0万5.8万股-4,792股-8.29%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#41$250.1万4.9万股$128.6万2.6万股+2.4万股+91.34%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#53$227.7万4.5万股$213.6万4.3万股+2,104股+4.91%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#38$224.5万4.5万股$150.5万3.0万股+1.5万股+48.30%加仓
Investment Planning Advisors, Inc.
0.42%0.51%#7$181.5万3.6万股$183.7万3.7万股-1,025股-2.78%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%0.01%#34$166.3万3.3万股$149.7万3.0万股+2,793股+9.30%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#32$161.6万3.2万股$157.3万3.2万股+363股+1.15%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#56$154.4万3.1万股$121.0万2.4万股+6,227股+25.65%加仓
Elequin 资本Elequin Capital, LP
0.04%#22$137.7万2.7万股$00股+2.7万股新买入
Walkner Condon Financial Advisors LLC
0.16%0.15%#9$135.3万2.7万股$116.4万2.3万股+3,351股+14.34%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#62$129.5万2.6万股$86.3万1.7万股+8,258股+47.67%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#61$127.2万2.5万股$255.0万5.1万股-2.6万股-50.89%减仓
Tower Research Capital LLC (TRC)
0.03%#25$117.8万2.3万股$00股+2.3万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#39$98.5万1.9万股$99.9万2.0万股-607股-3.03%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.01%0.01%#33$89.0万1.8万股$85.8万1.7万股+373股+2.17%加仓
Private Wealth Asset Management, LLC
0.08%0.09%#16$84.2万1.7万股$82.8万1.7万股00.00%持仓不变
Janney Montgomery Scott LLC
<0.01%<0.01%#50$78.9万1.6万股$71.4万1.4万股+1,252股+8.74%加仓
Connecticut Capital Management Group, LLC
0.63%0.69%#5$77.7万1.5万股$73.1万1.5万股+674股+4.59%加仓
Kingsview Wealth Management, LLC
0.01%0.01%#31$74.3万1.5万股$74.3万1.5万股00.00%持仓不变
Equitable控股Equitable Holdings, Inc.
<0.01%<0.01%#36$69.4万1.4万股$68.9万1.4万股00.00%持仓不变
IHT 财富管理IHT Wealth Management, LLC
0.01%#30$67.3万1.3万股$00股+1.3万股新买入
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#40$66.8万1.3万股$55.8万1.1万股+2,000股+17.87%加仓
NATIXIS ADVISORS, LLC
<0.01%#52$65.8万1.3万股$00股+1.3万股新买入
Financial Insights, Inc.
0.14%0.15%#11$50.4万9,946股$46.4万9,309股+637股+6.84%加仓
StoneX Group Inc.
0.02%#27$46.0万9,170股$00股+9,170股新买入
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.02%0.02%#28$44.3万8,744股$38.1万7,637股+1,107股+14.50%加仓
Keating Financial Advisory Services, Inc.
0.05%0.06%#19$41.1万8,124股$37.5万7,518股+606股+8.06%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#47$41.1万8,120股$40.6万8,139股-19股-0.23%减仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#57$40.0万7,905股$39.4万7,905股00.00%持仓不变
Investor's Fiduciary Advisor Network, LLC
0.14%0.13%#12$40.0万7,897股$41.3万8,301股-404股-4.87%减仓
KENNEDY INVESTMENT GROUP, INC.
0.13%0.15%#13$38.9万7,689股$38.5万7,733股-44股-0.57%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#65$38.8万7,662股$35.2万7,064股+598股+8.47%加仓
Peterson Wealth Advisors, LLC
0.04%0.05%#21$37.0万7,311股$36.4万7,295股+16股+0.22%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#42$35.4万7,000股$34.9万7,000股00.00%持仓不变
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%<0.01%#48$34.6万6,832股$33.8万6,779股+53股+0.78%加仓

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