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 FJVAL
持有机构数
167
机构合计市值 (Q2 2026)
$5.67亿
机构合计股数 (Q2 2026)
967.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+129.5万股
72 · 29 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-247.5万股
72 · 11 清仓 · ≈
⚖️ 净额
-118.1万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.67亿
持有机构数
167
新买入
29
加仓
43
减仓
61
清仓
11
持股不变
34
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
Avidian Wealth Enterprises, LLC
1.98%1.83%#6$7,141.9万121.8万股$5,786.6万118.4万股+3.4万股+2.84%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.1%0.1%#33$6,754.8万115.2万股$5,856.2万119.9万股-4.7万股-3.89%减仓
LPL金融LPL Financial LLC
0.01%0.01%#75$6,652.6万113.4万股$3,146.9万64.4万股+49.0万股+76.15%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#129$3,404.3万58.1万股$2,732.0万55.9万股+2.1万股+3.82%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#134$3,372.3万57.8万股$2,728.2万57.3万股+4,325股+0.75%加仓
Mainsail Financial Group, LLC
8.24%7.95%#1$2,426.1万41.4万股$1,909.1万39.1万股+2.3万股+5.88%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#142$1,722.8万29.4万股$462.0万9.7万股+19.7万股+202.04%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.03%0.03%#68$1,657.7万28.3万股$1,924.9万39.4万股-11.1万股-28.24%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#85$1,023.9万17.5万股$657.6万13.5万股+4.0万股+29.74%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#84$980.7万16.7万股$855.0万17.5万股-7,762股-4.44%减仓
COLUMBIA ADVISORY PARTNERS LLC
5.35%5.1%#2$969.5万16.5万股$798.8万16.3万股+1,843股+1.13%加仓
Apeiron RIA LLC
2.46%1.99%#3$964.0万16.4万股$856.9万17.5万股-1.1万股-6.26%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#100$960.4万16.4万股$754.6万15.4万股+9,331股+6.04%加仓
Atria投资Atria Investments, Inc
0.09%0.12%#34$934.9万15.9万股$1,043.8万21.4万股-5.4万股-25.38%减仓
Cerity合伙人Cerity Partners LLC
0.01%0.01%#89$913.7万15.6万股$859.7万17.6万股-2.0万股-11.44%减仓
MAGNOLIA CAPITAL ADVISORS LLC
1.55%1.48%#7$905.0万15.4万股$752.6万15.4万股+294股+0.19%加仓
Planned Solutions, Inc.
2.4%2.31%#4$838.7万14.3万股$705.6万14.4万股-1,393股-0.96%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#114$810.4万13.8万股$628.3万12.9万股+9,606股+7.47%加仓
Kathmere Capital Management, LLC
0.41%0.41%#16$767.3万13.1万股$658.0万13.5万股-3,823股-2.84%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#133$691.5万11.8万股$575.9万11.8万股+54股+0.05%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.05%0.05%#51$642.3万11.0万股$570.8万11.7万股-7,286股-6.24%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.01%#103$602.6万10.3万股$00股+10.3万股新买入
Ashton Thomas Private Wealth, LLC
0.11%0.06%#31$509.7万8.7万股$259.6万5.3万股+3.4万股+63.61%加仓
Oxinas Partners, LLC
2.01%2%#5$508.7万8.7万股$438.4万9.0万股-2,964股-3.30%减仓
MarinerMariner, LLC
0.01%0.01%#110$496.1万8.5万股$719.3万14.7万股-6.3万股-42.53%减仓
Auxano Advisors, LLC
0.8%0.65%#9$421.0万7.2万股$326.0万6.7万股+5,073股+7.60%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.02%<0.01%#73$335.0万5.7万股$6,987143股+5.7万股+39,852.45%加仓
DAYMARK WEALTH 合伙人DAYMARK WEALTH PARTNERS, LLC
0.08%0.09%#36$325.3万5.5万股$289.1万5.9万股-3,691股-6.24%减仓
Confluence Wealth Services, Inc.
0.09%0.1%#35$311.9万5.3万股$254.8万5.2万股+1,041股+2.00%加仓
INTRUST BANK NA
0.22%0.23%#21$300.3万5.1万股$287.4万5.9万股-7,600股-12.92%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#77$298.4万5.1万股$181.8万3.7万股+1.4万股+36.81%加仓
EP财富顾问EP Wealth Advisors, LLC
0.01%0.01%#88$294.2万5.0万股$245.4万5.0万股-60股-0.12%减仓
BOYUM WEALTH ARCHITECTS LLC
1.15%1.13%#8$288.3万5.0万股$269.4万5.0万股-203股-0.41%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#117$241.4万4.1万股$191.5万3.9万股+2,618股+6.75%加仓
FIFTH THIRD SECURITIES, INC.
0.13%0.13%#28$229.2万3.9万股$207.3万4.2万股-3,355股-7.91%减仓
Sigma Planning Corp
0.05%0.05%#48$211.3万3.6万股$186.9万3.8万股-2,205股-5.77%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#152$205.7万3.5万股$154.9万3.2万股+3,398股+10.72%加仓
Smartleaf 资产管理Smartleaf Asset Management LLC
0.07%0.06%#43$200.1万3.4万股$163.1万3.4万股00.00%持仓不变
智泉财富合伙人SAGESPRING WEALTH PARTNERS, LLC
0.03%0.03%#63$188.5万3.2万股$159.1万3.3万股-415股-1.27%减仓
5T Wealth, LLC
0.61%0.63%#12$164.3万2.8万股$159.1万3.3万股-4,549股-13.97%减仓
THOROUGHBRED FINANCIAL SERVICES, LLC
0.07%0.08%#40$163.9万2.8万股$131.8万2.7万股+966股+3.58%加仓
RiverGlades Family Offices LLC
0.64%#10$139.2万2.4万股$00股+2.4万股新买入
Cresset资产管理Cresset Asset Management, LLC
<0.01%0.01%#112$137.7万2.3万股$119.2万2.4万股-931股-3.81%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#115$136.8万2.3万股$119.7万2.5万股-1,166股-4.76%减仓
Barnes Wealth Management Group, Inc
0.62%0.59%#11$133.6万2.3万股$116.8万2.4万股-1,118股-4.68%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#107$132.1万2.3万股$237.7万4.9万股-2.6万股-53.70%减仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.01%0.01%#108$125.2万2.1万股$220.7万4.5万股-2.4万股-52.74%减仓
第一公民银行信托FIRST CITIZENS BANK & TRUST CO
0.02%0.05%#70$125.2万2.1万股$233.4万4.8万股-2.6万股-55.32%减仓
Gateway Wealth Partners, LLC
0.07%0.09%#38$124.1万2.1万股$218.3万4.5万股-2.4万股-52.64%减仓
CIBC美国CIBC Bancorp USA Inc.
<0.01%<0.01%#136$124.0万2.1万股$103.3万2.1万股00.00%持仓不变

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