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摩根大通交易所交易基金 · 13F 机构持仓分析
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摩根大通交易所交易基金

J P MORGAN EXCHANGE TRADED FCET
持有机构数
88
机构合计市值 (Q2 2026)
$8.69亿
机构合计股数 (Q2 2026)
1,727.8万股
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)
+169.8万股
增持机构 58 · 其中新买入 22
估算买入金额
📤 流出(Q1 2026→Q2 2026)
-45.4万股
减持机构 31 · 其中清仓 12
估算卖出金额
⚖️ 净股数变动
+124.4万股
净买入
💰 估算净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8.69亿
持有机构数
88
新买入
22
加仓
36
减仓
19
清仓
12
持股不变
11
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
0.01%0.01%#45$1.60亿317.4万股$1.50亿303.0万股+14.4万股+4.75%加仓
格伦维尤信托Glenview Trust Co
1.61%1.63%#8$1.04亿209.5万股$1.04亿209.5万股00.00%持仓不变
Provenance Wealth Advisors, LLC
6.96%7.5%#1$7,304.6万144.9万股$7,083.2万142.6万股+2.3万股+1.63%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#44$6,932.5万137.6万股$6,288.6万126.6万股+10.9万股+8.65%加仓
Pinnacle金融合伙人Pinnacle Financial Partners, Inc.
0.3%0.31%#16$4,346.9万86.2万股$4,028.2万81.1万股+5.1万股+6.35%加仓
Allegheny Financial Group
3.76%4.67%#2$3,538.4万70.2万股$3,466.3万69.8万股+4,193股+0.60%加仓
AssetMarkASSETMARK, INC
0.05%0.06%#32$3,122.4万62.0万股$3,130.5万63.0万股-1.1万股-1.70%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.04%0.03%#35$2,836.7万56.3万股$1,951.8万39.3万股+17.0万股+43.23%加仓
LPL金融LPL Financial LLC
0.01%0.01%#54$2,417.0万48.0万股$2,203.4万44.4万股+3.6万股+8.11%加仓
American Trust
1.78%1.98%#6$2,305.6万45.7万股$2,235.5万45.0万股+7,385股+1.64%加仓
Sterling Investment Advisors, Ltd.
3.55%3.92%#3$2,278.5万45.2万股$2,153.4万43.4万股+1.9万股+4.28%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#51$2,173.7万43.1万股$1,753.6万35.3万股+7.8万股+22.17%加仓
Spartan Wealth Advisory Services LLC
1.77%1.83%#7$2,162.4万42.9万股$2,093.6万42.1万股+7,549股+1.79%加仓
ARQ WEALTH ADVISORS, LLC
2.39%#5$1,928.0万38.6万股$00股+38.6万股新买入
Coastal Bridge Advisors, LLC
1.1%1.18%#10$1,785.7万35.4万股$1,675.9万33.7万股+1.7万股+5.01%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#43$1,388.1万27.5万股$1,373.5万27.7万股-1,101股-0.40%减仓
布利克利金融集团Bleakley Financial Group, LLC
0.17%0.2%#23$1,317.9万26.1万股$1,276.2万25.7万股+4,565股+1.78%加仓
WealthPlan Investment Management, LLC
0.65%0.55%#11$1,311.5万26.0万股$979.3万19.7万股+6.3万股+31.98%加仓
Evolution Wealth Advisors, LLC
1.32%1.16%#9$1,128.0万22.4万股$1,134.6万22.8万股-4,606股-2.02%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#53$1,029.4万20.4万股$950.0万19.1万股+1.3万股+6.80%加仓
DAYMARK WEALTH 合伙人DAYMARK WEALTH PARTNERS, LLC
0.23%0.28%#19$950.7万18.9万股$893.5万18.0万股+8,757股+4.87%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#65$874.2万17.4万股$1,029.1万20.7万股-3.3万股-16.00%减仓
Perigon财富管理Perigon Wealth Management, LLC
0.14%0.13%#25$870.1万17.3万股$756.7万15.2万股+2.0万股+13.31%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#66$738.2万14.6万股$828.3万16.7万股-2.0万股-12.16%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#72$649.9万12.9万股$477.2万9.6万股+3.3万股+34.21%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#49$565.2万11.2万股$556.0万11.2万股+192股+0.17%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#47$522.8万10.4万股$456.0万9.2万股+1.2万股+13.01%加仓
美国国家慈善信托National Philanthropic Trust
0.07%#28$474.5万9.4万股$00股+9.4万股新买入
Greenwich Wealth Management LLC
0.15%0.11%#24$408.8万8.1万股$265.0万5.3万股+2.8万股+52.05%加仓
KINTRA WEALTH, LLC
0.21%#20$397.6万8.0万股$00股+8.0万股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#79$380.9万7.6万股$00股+7.6万股新买入
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#57$360.3万7.1万股$361.2万7.3万股-1,217股-1.67%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#78$337.9万6.7万股$286.8万5.8万股+9,303股+16.11%加仓
ARBOR CAPITAL MANAGEMENT INC /ADV
3.21%2.95%#4$325.8万6.5万股$361.7万7.2万股-7,463股-10.30%减仓
WealthPLAN Partners, LLC
0.6%0.21%#13$315.9万6.3万股$110.4万2.2万股+4.0万股+181.89%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#69$297.8万5.9万股$298.8万6.0万股-1,366股-2.26%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#46$178.0万3.5万股$179.7万3.6万股-857股-2.37%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#64$172.9万3.4万股$136.1万2.7万股+6,900股+25.18%加仓
Simplicity Wealth,LLC
0.06%0.08%#29$167.6万3.3万股$147.6万3.0万股+3,526股+11.86%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#48$154.9万3.1万股$140.5万2.8万股+2,432股+8.60%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#82$154.5万3.1万股$39.1万7,877股+2.3万股+289.27%加仓
Oak Barrel Wealth Advisory LLC
0.64%0.85%#12$145.9万2.9万股$142.9万2.8万股+503股+1.77%加仓
Choreo资本CHOREO, LLC
0.02%0.02%#41$140.9万2.8万股$138.9万2.8万股00.00%持仓不变
RAFFA WEALTH MANAGEMENT, LLC
0.17%#22$138.3万2.7万股$00股+2.7万股新买入
Bluesphere Advisors LLC
0.41%0.46%#15$131.9万2.6万股$128.4万2.6万股+312股+1.21%加仓
Klingman & Associates, LLC
0.05%0.06%#31$127.8万2.5万股$127.7万2.6万股-346股-1.35%减仓
ARWA LLC
0.5%0.5%#14$121.2万2.4万股$101.1万2.0万股+3,958股+19.54%加仓
现代财富管理Modern Wealth Management, LLC
0.01%0.15%#42$112.9万2.2万股$899.6万18.2万股-15.9万股-87.67%减仓
Cedar Mountain Advisors, LLC
0.18%#21$102.7万2.0万股$00股+2.0万股新买入
Krilogy Financial LLC
0.03%#37$89.0万1.8万股$00股+1.8万股新买入

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