AMJB JPMORGAN CHASE FINL CO LLC
CAL LKD 44
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 73 | 14,328,371 | $4.32亿 | 3 | 26 | 23 | 3 | $594.22万 |
| 2026Q1 | 71 | 14,131,389 | $4.22亿 | 7 | 24 | 24 | 2 | $618.76万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| NICOLET BANKSHARES INC | 加仓 | $641.18万 |
| RPg Family Wealth Advisory, LLC | 新建仓 | $416.84万 |
| Equitable Holdings, Inc. | 加仓 | $255.79万 |
| UBS Group AG | 加仓 | $211.68万 |
| Vident Advisory, LLC | 加仓 | $165.72万 |
| FF Advisors,LLC | 加仓 | $76.44万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $49.20万 |
| Risk Paradigm Group, LLC | 加仓 | $38.29万 |
| LPL Financial LLC | 加仓 | $25.02万 |
| Pacific Center for Financial Services | 加仓 | $24.99万 |
| Kestra Advisory Services, LLC | 加仓 | $21.48万 |
| NewEdge Advisors, LLC | 新建仓 | $20.93万 |
| WAYSTONE ADVISORS LLC | 加仓 | $19.21万 |
| CHILTON CAPITAL MANAGEMENT LLC | 新建仓 | $17.96万 |
| Benchmark Financial, LLC | 加仓 | $12.84万 |
| Americana Partners, LLC | 加仓 | $8.41万 |
| LAKE STREET PRIVATE WEALTH, LLC | 加仓 | $7.61万 |
| Beckerman Institutional, LLC | 加仓 | $5.87万 |
| Rockefeller Capital Management L.P. | 新建仓 | $4.86万 |
| Parallel Advisors, LLC | 加仓 | $4.22万 |
2026Q1 卖出最多
| JPMORGAN CHASE & CO | 减仓 | -$645.29万 |
| Waverly Advisors, LLC | 减仓 | -$268.95万 |
| KEYBANK NATIONAL ASSOCIATION/OH | 减仓 | -$185.26万 |
| Crestwood Advisors Group, LLC | 减仓 | -$49.47万 |
| Parkside Financial Bank & Trust | 减仓 | -$48.19万 |
| Baird Financial Group, Inc. | 减仓 | -$42.03万 |
| CITADEL ADVISORS LLC | 清仓 | -$39.92万 |
| Ethos Capital Management, Inc. | 清仓 | -$25.27万 |
| COMMERCE BANK | 减仓 | -$22.44万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$21.30万 |
| Creative Planning | 减仓 | -$18.11万 |
| Argyle Capital Partners, LLC | 减仓 | -$11.24万 |
| EVERETT HARRIS & CO /CA/ | 减仓 | -$7.42万 |
| AQR CAPITAL MANAGEMENT LLC | 减仓 | -$6.75万 |
| MAI Capital Management | 减仓 | -$6.70万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$4.47万 |
| NOESIS CAPITAL MANGEMENT CORP | 减仓 | -$4.22万 |
| HANCOCK WHITNEY CORP | 减仓 | -$3.67万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$2.95万 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 减仓 | -$2.34万 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | 3,707,220 | $1.28亿 | 0.17% | — | — |
| JPMORGAN CHASE & CO | 2,161,023 | $7,578.71万 | 0.00% | -184,000 | 减仓 |
| Equitable Holdings, Inc. | 1,281,580 | $3,833.21万 | 0.24% | 85,520 | 加仓 |
| KEYBANK NATIONAL ASSOCIATION/OH | 594,755 | $2,056.07万 | 0.08% | -53,590 | 减仓 |
| LPL Financial LLC | 509,228 | $1,760.40万 | 0.00% | 7,238 | 加仓 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 367,952 | $1,272.01万 | 0.67% | -677 | 减仓 |
| Waverly Advisors, LLC | 353,743 | $1,222.89万 | 0.09% | -77,800 | 减仓 |
| GOLDMAN SACHS GROUP INC | 342,169 | $1,182.88万 | 0.00% | 14,231 | 加仓 |
| NICOLET BANKSHARES INC | 330,377 | $1,132.28万 | 0.41% | 187,085 | 加仓 |
| Baird Financial Group, Inc. | 267,872 | $926.03万 | 0.01% | -12,159 | 减仓 |
| FF Advisors,LLC | 198,481 | $677.81万 | 2.48% | 22,383 | 加仓 |
| Vident Advisory, LLC | 194,118 | $671.07万 | 0.06% | 47,937 | 加仓 |
| MAI Capital Management | 171,537 | $593.00万 | 0.03% | -1,938 | 减仓 |
| NOESIS CAPITAL MANGEMENT CORP | 156,522 | $541.10万 | 0.80% | -1,220 | 减仓 |
| LAKE STREET PRIVATE WEALTH, LLC | 147,010 | $508.21万 | 0.65% | 2,200 | 加仓 |
| RPg Family Wealth Advisory, LLC | 120,578 | $416.84万 | 0.87% | 120,578 | 新建仓 |
| Risk Paradigm Group, LLC | 112,148 | $387.70万 | 3.31% | 11,075 | 加仓 |
| EVERETT HARRIS & CO /CA/ | 98,745 | $341.36万 | 0.04% | -2,145 | 减仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 92,000 | $318.04万 | 0.02% | 0 | 不变 |
| Smallwood Wealth Investment Management, LLC | 91,902 | $317.71万 | 1.67% | -178 | 减仓 |
| Americana Partners, LLC | 70,982 | $245.38万 | 0.06% | 2,433 | 加仓 |
| Argyle Capital Partners, LLC | 70,604 | $244.08万 | 1.76% | -3,251 | 减仓 |
| My Personal CFO, LLC | 62,124 | $214.76万 | 0.94% | 0 | 不变 |
| UBS Group AG | 61,700 | $213.30万 | 0.00% | 61,232 | 加仓 |
| MORGAN STANLEY | 55,142 | $190.63万 | 0.00% | 220 | 加仓 |
| HANCOCK WHITNEY CORP | 47,005 | $169.88万 | 0.03% | -1,015 | 减仓 |
| Benchmark Financial, LLC | 48,750 | $168.53万 | 1.51% | 3,715 | 加仓 |
| HighTower Advisors, LLC | 46,777 | $161.71万 | 0.00% | 657 | 加仓 |
| Beckerman Institutional, LLC | 40,324 | $139.40万 | 0.74% | 1,699 | 加仓 |
| Wellspring Financial Advisors, LLC | 37,224 | $128.68万 | 0.02% | -476 | 减仓 |
| Regal Investment Advisors LLC | 34,838 | $120.44万 | 0.07% | 484 | 加仓 |
| IFP Advisors, Inc | 34,683 | $119.90万 | 0.02% | 0 | 不变 |
| Kestra Advisory Services, LLC | 34,313 | $118.62万 | 0.00% | 6,213 | 加仓 |
| CURA WEALTH ADVISORS, LLC | 31,643 | $109.39万 | 0.49% | 0 | 不变 |
| Parkside Financial Bank & Trust | 27,884 | $96.39万 | 0.07% | -13,940 | 减仓 |
| WAYSTONE ADVISORS LLC | 27,202 | $94.04万 | 0.84% | 5,558 | 加仓 |
| COMMERCE BANK | 25,620 | $88.57万 | 0.00% | -6,490 | 减仓 |
| Creative Planning | 24,575 | $84.96万 | 0.00% | -5,240 | 减仓 |
| EVOKE WEALTH, LLC | 21,841 | $75.51万 | 0.01% | 104 | 加仓 |
| Pacific Center for Financial Services | 19,790 | $68.41万 | 0.17% | 7,230 | 加仓 |
| Steward Partners Investment Advisory, LLC | 18,314 | $63.31万 | 0.00% | -1,292 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 1,810,966 | $62.61万 | 0.00% | 0 | 不变 |
| Cetera Investment Advisers | 17,381 | $60.09万 | 0.00% | 706 | 加仓 |
| Crestwood Advisors Group, LLC | 14,913 | $51.55万 | 0.01% | -14,311 | 减仓 |
| EAGLE GLOBAL ADVISORS LLC | 14,770 | $51.06万 | 0.02% | 0 | 不变 |
| North Capital, Inc. | 12,772 | $44.15万 | 0.37% | -36 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 12,589 | $43.52万 | 0.00% | 82 | 加仓 |
| Covenant Asset Management, LLC | 10,955 | $37.87万 | 0.06% | 0 | 不变 |
| Janney Montgomery Scott LLC | 9,946 | $34.40万 | 0.00% | -284 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9,051 | $31.29万 | 0.00% | 0 | 不变 |
内部人交易（Form 4）
AMJB 董事、高管和大股东的最新买卖申报。专业版可看 🔒