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摩根大通·CORE PLUS BOND ETF · 13F 机构持仓分析
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摩根大通·CORE PLUS BOND ETF

JPMORGAN CORE PLUS BOND ETFJCPB
持有机构数
560
机构合计市值 (Q2 2026)
$143.49亿
机构合计股数 (Q2 2026)
3.06亿股
整体趋势
增持
全部机构合计
口径说明:持有机构数与合计市值/股数按同一公司各股份类别(如 A 类/C 类)合并统计,同一机构只计 1 家;市值与股数为各线路相加。
📥 流入(Q1 2026→Q2 2026)
+6,826.7万股
增持机构 404 · 其中新买入 73
估算买入金额
📤 流出(Q1 2026→Q2 2026)
-1,058.3万股
减持机构 156 · 其中清仓 43
估算卖出金额
⚖️ 净股数变动
+5,768.4万股
净买入
💰 估算净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$143.49亿
持有机构数
560
新买入
73
加仓
331
减仓
113
清仓
43
持股不变
43
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
Betterment智能投顾Betterment LLC
2.26%0.56%#101$13.34亿2,842.7万股$2.94亿624.3万股+2,218.4万股+355.34%加仓
摩根士丹利MORGAN STANLEY
0.04%0.02%#404$7.71亿1,643.0万股$3.78亿794.6万股+848.4万股+106.77%加仓
HB财富管理HB Wealth Management, LLC
4.1%4.38%#60$7.31亿1,563.0万股$6.76亿1,442.2万股+120.7万股+8.37%加仓
胜利资本管理VICTORY CAPITAL MANAGEMENT INC
0.39%0.45%#225$6.96亿1,485.1万股$6.98亿1,485.1万股00.00%持仓不变
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.13%0.11%#302$4.68亿997.4万股$3.64亿773.8万股+223.6万股+28.90%加仓
FM Global互助保险FACTORY MUTUAL INSURANCE CO
3.52%3.1%#73$3.75亿798.3万股$2.75亿584.6万股+213.7万股+36.55%加仓
摩根大通JPMORGAN CHASE & CO
0.02%0.02%#452$3.65亿775.8万股$2.68亿571.7万股+204.1万股+35.69%加仓
美国银行BANK OF AMERICA CORP /DE/
0.02%0.02%#450$3.23亿687.5万股$3.19亿677.3万股+10.2万股+1.51%加仓
LPL金融LPL Financial LLC
0.06%0.05%#384$2.57亿547.1万股$1.77亿377.3万股+169.8万股+45.01%加仓
OpenArc企业顾问OpenArc Corporate Advisory, LLC
3.02%3.24%#86$2.54亿541.6万股$2.26亿481.0万股+60.6万股+12.59%加仓
MarinerMariner, LLC
0.26%0.26%#251$2.53亿540.0万股$2.23亿472.8万股+67.3万股+14.23%加仓
Dynasty财富管理Dynasty Wealth Management, LLC
1.75%1.82%#120$2.36亿501.9万股$2.09亿444.1万股+57.8万股+13.01%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.12%0.09%#310$2.25亿478.7万股$1.47亿312.8万股+165.8万股+53.01%加仓
Cetera投资顾问Cetera Investment Advisers
0.2%0.17%#269$2.21亿470.6万股$1.59亿338.0万股+132.6万股+39.23%加仓
现代财富管理Modern Wealth Management, LLC
2.4%1.75%#97$2.02亿430.1万股$1.02亿218.6万股+211.5万股+96.72%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.03%0.04%#437$2.01亿429.5万股$2.60亿552.9万股-123.4万股-22.31%减仓
Legacy Wealth Management, LLC
9.97%10.62%#14$1.90亿405.8万股$1.82亿386.8万股+19.0万股+4.91%加仓
Bogart Wealth, LLC
6.25%6.58%#41$1.82亿388.9万股$1.71亿363.1万股+25.7万股+7.09%加仓
Janney Montgomery Scott LLC
0.35%0.42%#234$1.79亿380.7万股$1.70亿360.5万股+20.2万股+5.61%加仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.04%#433$1.74亿371.2万股$2.05亿435.6万股-64.5万股-14.80%减仓
HighTower顾问HighTower Advisors, LLC
0.15%0.16%#292$1.60亿339.8万股$1.52亿322.4万股+17.4万股+5.41%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.16%0.17%#284$1.39亿296.9万股$1.14亿242.7万股+54.2万股+22.33%加仓
Valeo Financial 顾问Valeo Financial Advisors, LLC
2.91%3.06%#87$1.38亿312.7万股$1.28亿290.6万股+22.0万股+7.59%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.03%#419$1.38亿293.9万股$1.26亿268.1万股+25.9万股+9.65%加仓
Moss Adams Wealth Advisors LLC
8.51%9.04%#22$1.36亿290.3万股$1.24亿262.5万股+27.8万股+10.58%加仓
Summit Financial Strategies, Inc.
9.23%9.79%#19$1.31亿280.1万股$1.24亿263.9万股+16.1万股+6.11%加仓
Allen Capital Group, LLC
10.39%10.88%#11$1.28亿272.1万股$1.22亿258.5万股+13.7万股+5.29%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
1.08%1.22%#149$1.15亿245.4万股$1.10亿233.9万股+11.5万股+4.90%加仓
Confluence Wealth Services, Inc.
3.18%3.34%#82$1.11亿236.7万股$8,616.8万183.0万股+53.7万股+29.34%加仓
First Pacific Financial
11.59%12.16%#9$9,728.5万207.3万股$9,442.8万200.6万股+6.7万股+3.33%加仓
McAdam, LLC
3.58%2.78%#71$9,265.9万197.4万股$6,176.6万131.2万股+66.2万股+50.46%加仓
CGN Advisors LLC
6.64%6.7%#35$9,091.3万193.7万股$8,481.4万180.1万股+13.5万股+7.51%加仓
Savant资本Savant Capital, LLC
0.27%0.48%#250$9,038.5万192.6万股$9,858.3万209.4万股-16.8万股-8.04%减仓
Grant Street Asset Management, Inc.
13.98%15.96%#5$8,531.9万181.8万股$8,284.7万176.0万股+5.8万股+3.29%加仓
First Washington CORP
19.87%20.58%#1$8,155.8万173.7万股$7,274.7万154.5万股+19.2万股+12.45%加仓
Avantax Planning Partners, Inc.
2.02%2.16%#108$8,098.4万172.5万股$7,884.1万167.5万股+5.1万股+3.02%加仓
Capital Analysts, LLC
1.8%1.96%#116$7,810.1万166.4万股$6,852.1万144.7万股+21.7万股+14.97%加仓
D.B. Root & Company, LLC
16.33%17.33%#3$7,686.2万163.7万股$7,252.8万154.1万股+9.7万股+6.29%加仓
Hughes Financial Services, LLC
10.08%10.9%#12$7,605.2万162.0万股$7,092.6万150.6万股+11.4万股+7.55%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.11%0.12%#316$7,364.5万156.9万股$7,016.2万149.0万股+7.9万股+5.28%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.09%0.09%#338$7,250.3万154.5万股$6,677.2万141.8万股+12.6万股+8.91%加仓
DAYMARK WEALTH 合伙人DAYMARK WEALTH PARTNERS, LLC
1.76%1.2%#119$7,207.1万153.6万股$3,801.1万80.7万股+72.8万股+90.17%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.13%0.11%#301$6,574.4万140.1万股$3,894.5万82.7万股+57.3万股+69.31%加仓
Corient私人财富Corient Private Wealth LLC
0.05%0.07%#394$6,451.7万137.4万股$4,858.4万103.2万股+34.2万股+33.16%加仓
KINTRA WEALTH, LLC
3.34%2.21%#80$6,413.0万138.5万股$3,122.5万66.3万股+72.1万股+108.75%加仓
Calamos 财富管理Calamos Wealth Management LLC
1.91%2.06%#110$6,318.7万134.9万股$5,987.9万127.4万股+7.5万股+5.93%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.1%0.12%#323$6,246.5万134.3万股$5,619.9万119.6万股+14.7万股+12.27%加仓
SENTINEL PENSION ADVISORS, LLC
5.24%8.79%#50$6,211.8万133.4万股$5,948.9万126.4万股+7.0万股+5.54%加仓
Wiser Wealth Management, Inc
11.81%13.05%#7$6,172.5万131.5万股$6,051.4万128.5万股+3.0万股+2.31%加仓
蓝泉财富管理Bluespring Wealth Management, LLC
1.18%3.37%#144$6,138.4万130.8万股$3,911.5万83.1万股+47.7万股+57.40%加仓

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