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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 FJPUS
持有机构数
101
机构合计市值 (Q2 2026)
$3.03亿
机构合计股数 (Q2 2026)
217.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+36.9万股
47 · 16 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-34.0万股
39 · 6 清仓 · ≈
⚖️ 净额
+2.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.03亿
持有机构数
101
新买入
16
加仓
31
减仓
33
清仓
6
持股不变
21
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
Modera财富管理Modera Wealth Management, LLC
0.36%0.39%#10$3,351.0万23.9万股$3,215.8万24.7万股-8,009股-3.24%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.05%0.05%#29$3,290.8万23.5万股$2,970.0万22.8万股+6,559股+2.88%加仓
ST GERMAIN D J CO INC
1.14%1.23%#2$3,181.3万22.7万股$3,096.3万23.8万股-1.1万股-4.60%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.11%#21$2,400.0万17.1万股$00股+17.1万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#61$1,877.1万13.4万股$1,716.2万13.2万股+2,054股+1.56%加仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.49%0.8%#8$1,400.2万10.0万股$1,912.9万15.4万股-5.4万股-35.30%减仓
Sterneck Capital Management, LLC
5.53%5.39%#1$1,290.0万9.2万股$1,199.5万9.2万股-127股-0.14%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.02%#39$1,082.0万7.7万股$1,013.1万7.7万股-167股-0.22%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#62$1,028.4万7.3万股$962.0万7.4万股-544股-0.74%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#55$901.5万6.4万股$666.1万5.2万股+1.2万股+23.86%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#65$892.5万6.4万股$46.7万3,587股+6.0万股+1,674.30%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#79$743.0万5.3万股$576.1万4.6万股+6,494股+13.97%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#64$688.1万4.9万股$589.9万4.5万股+3,767股+8.31%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#81$616.1万4.4万股$522.0万4.1万股+3,034股+7.44%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.03%#35$558.5万4.0万股$00股+4.0万股新买入
阿波罗财富管理Apollon Wealth Management, LLC
0.06%0.08%#28$516.1万3.7万股$505.5万3.9万股-2,013股-5.19%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#83$498.3万3.6万股$2,997.5万23.0万股-19.5万股-84.56%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%0.01%#52$391.9万2.8万股$421.2万3.2万股-4,395股-13.59%减仓
Vise科技Vise Technologies, Inc.
0.04%0.06%#31$372.5万2.7万股$291.4万2.4万股+3,053股+12.99%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#54$330.3万2.4万股$303.1万2.3万股+283股+1.22%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#77$312.6万2.2万股$291.2万2.2万股-79股-0.35%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#47$304.9万2.2万股$270.2万2.1万股+993股+4.79%加仓
HHM Wealth Advisors, LLC
0.29%0.33%#11$288.0万2.1万股$283.9万2.2万股-1,265股-5.80%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#84$235.5万1.7万股$00股+1.7万股新买入
MN Wealth Advisors, LLC
0.93%0.98%#3$217.8万1.6万股$202.3万1.6万股-5股-0.03%减仓
RHS Financial, LLC
0.76%0.65%#4$189.2万1.3万股$136.9万1.1万股+2,980股+28.35%加仓
Schiavi & Co LLC
0.49%0.54%#7$187.6万2.6万股$182.7万2.6万股-246股-0.93%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#45$185.4万1.3万股$159.5万1.2万股+970股+7.92%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.01%#41$158.2万1.1万股$149.9万1.1万股-171股-1.49%减仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#76$157.0万1.1万股$145.7万1.1万股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#53$153.5万1.1万股$122.8万9,429股+1,520股+16.12%加仓
LexAurum Advisors, LLC
0.14%0.15%#17$122.1万8,711股$115.8万8,893股-182股-2.05%减仓
PLANNING ALTERNATIVES LTD /ADV
0.12%0.14%#20$111.1万7,922股$111.0万8,523股-601股-7.05%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.01%#44$97.8万6,975股$00股+6,975股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#92$95.6万6,816股$48.9万3,757股+3,059股+81.42%加仓
Avant Capital LLC
0.6%0.6%#6$95.3万6,794股$85.6万6,578股+216股+3.28%加仓
Elevation Wealth Management LLC
0.7%0.8%#5$93.5万6,670股$86.8万6,663股+7股+0.11%加仓
Patten Group, Inc.
0.13%0.16%#19$83.2万5,936股$94.5万7,256股-1,320股-18.19%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#72$78.9万5,624股$46.2万3,552股+2,072股+58.33%加仓
Wealth Enhancement Trust Services, Inc.
0.1%0.09%#24$77.0万6,209股$76.5万5,874股+335股+5.70%加仓
KELLY FINANCIAL GROUP LLC
0.08%0.15%#25$65.7万4,688股$61.2万4,699股-11股-0.23%减仓
花旗集团CITIGROUP INC
<0.01%<0.01%#89$63.9万4,559股$58.2万4,473股+86股+1.92%加仓
Allegheny Financial Group
0.07%0.06%#27$63.8万4,547股$47.9万3,675股+872股+23.73%加仓
BASSO CAPITAL MANAGEMENT, L.P.
0.14%#18$63.5万4,528股$00股+4,528股新买入
Empire Financial Management Company, LLC
0.24%0.13%#13$61.7万4,398股$57.3万4,398股00.00%持仓不变
BELLEVUE ASSET MANAGEMENT, LLC
0.27%0.27%#12$59.2万4,224股$54.9万4,219股+5股+0.12%加仓
Targeted Financial Services LLC
0.44%0.46%#9$59.1万4,211股$55.6万4,269股-58股-1.36%减仓
BEACON INVESTMENT ADVISORY SERVICES, INC.
0.02%0.02%#38$54.6万3,897股$50.7万3,897股00.00%持仓不变
FOSTER & MOTLEY INC
0.02%0.02%#36$49.6万3,539股$46.1万3,541股-2股-0.06%减仓
富达投资FMR LLC
<0.01%<0.01%#97$49.5万3,527股$46.8万3,591股-64股-1.78%减仓

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