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 FJEPQ
持有机构数
1024
机构合计市值 (Q2 2026)
$124.63亿
机构合计股数 (Q2 2026)
2.03亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,396.9万股
660 · 138 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-696.6万股
331 · 71 清仓 · ≈
⚖️ 净额
+1,700.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$124.63亿
持有机构数
1024
新买入
138
加仓
522
减仓
260
清仓
71
持股不变
104
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
0.08%0.07%#538$15.99亿2,602.0万股$12.14亿2,109.9万股+492.1万股+23.32%加仓
摩根大通JPMORGAN CHASE & CO
0.08%0.08%#559$14.04亿2,313.5万股$12.17亿2,263.8万股+49.7万股+2.20%加仓
LPL金融LPL Financial LLC
0.26%0.25%#312$11.43亿1,859.5万股$9.37亿1,687.7万股+171.8万股+10.18%加仓
美国银行BANK OF AMERICA CORP /DE/
0.06%0.06%#621$8.94亿1,455.1万股$7.70亿1,387.8万股+67.3万股+4.85%加仓
富国银行WELLS FARGO & COMPANY/MN
0.1%0.1%#507$5.96亿969.1万股$5.04亿907.9万股+61.3万股+6.75%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.07%0.06%#581$3.40亿552.5万股$2.73亿491.6万股+60.9万股+12.39%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.04%0.04%#677$2.99亿486.6万股$2.56亿460.6万股+25.9万股+5.63%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.07%0.07%#567$2.71亿441.0万股$2.37亿427.4万股+13.7万股+3.20%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.32%0.3%#266$2.68亿436.5万股$2.07亿373.4万股+63.1万股+16.90%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.06%0.06%#596$2.67亿433.7万股$2.23亿400.9万股+32.8万股+8.18%加仓
Cetera投资顾问Cetera Investment Advisers
0.19%0.18%#366$2.09亿340.5万股$1.69亿303.6万股+36.9万股+12.17%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.25%0.24%#314$2.02亿329.1万股$1.73亿312.3万股+16.8万股+5.38%加仓
瑞银集团UBS Group AG
0.03%0.03%#766$1.97亿320.1万股$1.94亿349.1万股-28.9万股-8.29%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.01%0.01%#828$1.88亿306.3万股$9,604.4万173.0万股+133.3万股+77.05%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.06%0.06%#598$1.55亿260.6万股$1.17亿215.4万股+45.2万股+20.99%加仓
Equitable控股Equitable Holdings, Inc.
0.77%0.51%#128$1.30亿215.2万股$7,895.5万215.5万股-2,838股-0.13%减仓
河畔投资集团RiverFront Investment Group, LLC
1.67%1.75%#63$1.27亿206.0万股$1.13亿204.2万股+1.8万股+0.89%加仓
Allworth金融Allworth Financial LP
0.45%0.47%#201$1.06亿172.8万股$1.15亿207.0万股-34.1万股-16.50%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.21%0.18%#347$1.01亿164.9万股$6,595.1万118.8万股+46.1万股+38.80%加仓
Adams Asset Advisors, LLC
9.81%#4$8,653.9万140.8万股$00股+140.8万股新买入
Stifel金融STIFEL FINANCIAL CORP
0.07%0.07%#572$8,639.6万140.6万股$7,212.1万129.9万股+10.7万股+8.22%加仓
资本顾问公司CAPITAL ADVISORS INC/OK
1.26%1.24%#86$8,556.2万139.2万股$7,743.7万139.5万股-2,597股-0.19%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.26%0.26%#309$8,048.4万131.0万股$6,937.8万125.0万股+6.0万股+4.80%加仓
Janney Montgomery Scott LLC
0.15%#418$7,723.7万125.7万股$00股+125.7万股新买入
Hilton Capital Management, LLC
4.96%4.56%#11$7,292.6万118.7万股$6,031.9万108.6万股+10.0万股+9.22%加仓
简街集团JANE STREET GROUP, LLC
0.01%0.01%#899$7,047.0万114.7万股$6,466.4万116.5万股-1.8万股-1.55%减仓
城堡顾问CITADEL ADVISORS LLC
0.01%0.01%#885$6,954.1万113.1万股$4,503.3万81.1万股+32.0万股+39.50%加仓
Private Advisor集团Private Advisor Group, LLC
0.27%0.25%#305$5,900.8万96.0万股$5,383.1万97.0万股-9,472股-0.98%减仓
MarinerMariner, LLC
0.06%0.07%#627$5,421.2万88.2万股$6,240.0万112.4万股-24.2万股-21.52%减仓
HighTower顾问HighTower Advisors, LLC
0.05%0.05%#653$5,168.1万84.1万股$4,729.6万85.2万股-1.1万股-1.29%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.08%0.08%#563$4,910.1万79.9万股$4,251.7万76.6万股+3.3万股+4.32%加仓
Cambridge Investment Research Advisors, Inc.
0.11%0.13%#478$4,905.9万79.8万股$4,952.9万89.2万股-9.4万股-10.52%减仓
SBI Securities Co., Ltd.
1.05%1.17%#101$4,636.0万75.4万股$4,270.7万76.9万股-1.5万股-1.94%减仓
阿波罗财富管理Apollon Wealth Management, LLC
0.54%0.6%#177$4,460.8万72.6万股$3,662.0万66.0万股+6.6万股+10.04%加仓
Arax顾问Arax Advisory Partners
0.28%0.36%#293$4,293.0万69.9万股$1,258.5万22.7万股+47.2万股+208.15%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.06%0.06%#612$4,233.0万68.9万股$3,818.3万68.8万股+1,010股+0.15%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.02%0.02%#789$4,171.8万67.9万股$2,902.2万52.3万股+15.6万股+29.85%加仓
Wealth Advisors of Iowa, LLC
11.22%10.91%#2$4,142.5万67.4万股$3,526.0万63.5万股+3.9万股+6.13%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.21%0.18%#344$4,067.1万66.2万股$3,607.9万65.0万股+1.2万股+1.83%加仓
IMC芝加哥IMC-Chicago, LLC
0.01%<0.01%#869$4,029.6万65.6万股$673.3万12.1万股+53.4万股+440.65%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.62%0.59%#154$3,905.7万63.5万股$3,263.2万58.8万股+4.8万股+8.12%加仓
NewEdge顾问NewEdge Advisors, LLC
0.12%0.11%#472$3,889.9万63.3万股$3,074.7万55.4万股+7.9万股+14.29%加仓
富兰克林资源FRANKLIN RESOURCES INC
0.01%0.01%#887$3,794.3万61.7万股$3,286.1万59.2万股+2.5万股+4.30%加仓
Truist金融TRUIST FINANCIAL CORP
0.05%0.04%#674$3,773.1万61.4万股$3,328.3万59.9万股+1.4万股+2.41%加仓
Focus Partners财富Focus Partners Wealth
0.04%0.03%#705$3,529.8万57.4万股$3,078.4万55.4万股+2.0万股+3.58%加仓
Traynor Capital Management, Inc.
1.58%1.17%#66$3,438.7万56.0万股$1,993.7万37.1万股+18.9万股+50.90%加仓
Magnus Financial Group LLC
2.34%2.28%#39$3,319.5万54.0万股$2,805.0万50.5万股+3.5万股+6.91%加仓
Lebenthal Global Advisors, LLC
4.36%4.22%#15$3,232.6万52.6万股$2,905.2万52.3万股+2,695股+0.52%加仓
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.58%0.64%#169$3,196.1万52.0万股$3,153.1万56.8万股-4.8万股-8.43%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.15%0.08%#416$3,058.7万49.8万股$1,040.9万18.7万股+31.0万股+165.44%加仓

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