JCPB J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
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 | 503 | 254,046,244 | $119.06亿 | 53 | 306 | 97 | 32 | $26.48亿 |
| 2026Q1 | 481 | 198,790,598 | $93.46亿 | 58 | 293 | 87 | 18 | $12.76亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Betterment LLC | 加仓 | $2.88亿 |
| HB Wealth Management, LLC | 加仓 | $9,575.26万 |
| MORGAN STANLEY | 加仓 | $9,130.48万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $9,123.37万 |
| LPL Financial LLC | 加仓 | $6,437.22万 |
| Mariner, LLC | 加仓 | $5,153.65万 |
| JPMORGAN CHASE & CO | 加仓 | $4,984.92万 |
| Janney Montgomery Scott LLC | 加仓 | $3,621.70万 |
| First Washington CORP | 加仓 | $3,416.85万 |
| Dynasty Wealth Management, LLC | 加仓 | $3,370.56万 |
| OpenArc Corporate Advisory, LLC | 加仓 | $2,668.41万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 新建仓 | $2,559.66万 |
| Horizon Investments, LLC | 加仓 | $2,516.82万 |
| Savant Capital, LLC | 加仓 | $2,375.29万 |
| LeClair Wealth Partners LLC | 新建仓 | $2,132.89万 |
| Bank of New York Mellon Corp | 加仓 | $2,117.92万 |
| Confluence Wealth Services, Inc. | 加仓 | $1,838.41万 |
| Apella Capital, LLC | 加仓 | $1,819.35万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,805.78万 |
| ALPS ADVISORS INC | 新建仓 | $1,762.35万 |
2026Q1 卖出最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$4,468.06万 |
| Alpine Bank Wealth Management | 减仓 | -$3,384.50万 |
| Focus Partners Wealth | 减仓 | -$2,989.62万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$2,520.84万 |
| Corient Private Wealth LP | 减仓 | -$1,845.67万 |
| Choice Wealth Advisors LLC | 清仓 | -$1,603.30万 |
| Kestra Advisory Services, LLC | 减仓 | -$1,157.57万 |
| Cerity Partners LLC | 减仓 | -$1,084.36万 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 减仓 | -$1,034.27万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$863.21万 |
| Royal Harbor Partners, LLC | 减仓 | -$809.17万 |
| Arlington Financial Advisors, LLC | 清仓 | -$803.87万 |
| Boulder Wealth Advisors, LLC | 减仓 | -$550.05万 |
| Alpha Advisors, LLC/VA | 减仓 | -$443.73万 |
| Trivium Point Advisory, LLC | 减仓 | -$432.68万 |
| N.E.W. Advisory Services LLC | 减仓 | -$340.34万 |
| Philip James Wealth Mangement, LLC | 减仓 | -$307.06万 |
| BETO FINANCIAL GROUP, LLC | 减仓 | -$293.04万 |
| Contango Wealth Management LLC | 减仓 | -$262.26万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$209.97万 |
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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 14,422,179 | $6.76亿 | 4.38% | 2,042,169 | 加仓 |
| MORGAN STANLEY | 8,362,414 | $3.94亿 | 0.02% | 1,939,353 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 6,705,129 | $3.16亿 | 0.10% | 1,937,845 | 加仓 |
| Betterment LLC | 6,234,652 | $2.94亿 | 0.56% | 6,127,011 | 加仓 |
| FACTORY MUTUAL INSURANCE CO | 5,846,314 | $2.75亿 | 3.10% | 0 | 不变 |
| JPMORGAN CHASE & CO | 5,543,281 | $2.60亿 | 0.02% | 1,062,316 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 5,376,654 | $2.53亿 | 0.02% | -535,437 | 减仓 |
| OpenArc Corporate Advisory, LLC | 4,810,272 | $2.26亿 | 3.24% | 566,783 | 加仓 |
| Mariner, LLC | 4,727,615 | $2.23亿 | 0.26% | 1,094,659 | 加仓 |
| Dynasty Wealth Management, LLC | 4,440,748 | $2.09亿 | 1.82% | 715,921 | 加仓 |
| Legacy Wealth Management, LLC | 3,867,634 | $1.82亿 | 10.62% | 137,884 | 加仓 |
| Janney Montgomery Scott LLC | 3,568,823 | $1.68亿 | 0.42% | 769,266 | 加仓 |
| HighTower Advisors, LLC | 3,223,744 | $1.52亿 | 0.16% | 259,220 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,072,664 | $1.45亿 | 0.09% | 236,893 | 加仓 |
| Valeo Financial Advisors, LLC | 2,906,052 | $1.28亿 | 3.06% | 277,744 | 加仓 |
| Summit Financial Strategies, Inc. | 2,639,364 | $1.24亿 | 9.79% | 188,904 | 加仓 |
| Moss Adams Wealth Advisors LLC | 2,625,401 | $1.24亿 | 9.04% | 59,344 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,614,826 | $1.23亿 | 0.03% | 383,556 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,405,004 | $1.13亿 | 0.02% | -44,598 | 减仓 |
| Vestmark Advisory Solutions, Inc. | 2,339,155 | $1.10亿 | 1.22% | 275,913 | 加仓 |
| OSAIC HOLDINGS, INC. | 2,219,007 | $1.04亿 | 0.15% | -32,049 | 减仓 |
| Modern Wealth Management, LLC | 2,186,266 | $1.02亿 | 1.76% | 355,942 | 加仓 |
| Cetera Investment Advisers | 2,096,483 | $9,870.24万 | 0.10% | 210,368 | 加仓 |
| Savant Capital, LLC | 2,093,938 | $9,858.26万 | 0.48% | 504,522 | 加仓 |
| First Pacific Financial | 2,005,687 | $9,442.78万 | 12.16% | 80,530 | 加仓 |
| Alpine Bank Wealth Management | 1,923,666 | $9,056.62万 | 13.17% | -718,882 | 减仓 |
| Confluence Wealth Services, Inc. | 1,830,246 | $8,616.80万 | 3.34% | 390,487 | 加仓 |
| CGN Advisors LLC | 1,801,494 | $8,481.43万 | 6.70% | 94,458 | 加仓 |
| Grant Street Asset Management, Inc. | 1,759,697 | $8,284.66万 | 15.96% | 51,839 | 加仓 |
| Avantax Planning Partners, Inc. | 1,674,613 | $7,884.08万 | 2.16% | 47,635 | 加仓 |
| LPL Financial LLC | 1,673,654 | $7,879.56万 | 0.02% | 1,367,293 | 加仓 |
| Bogart Wealth, LLC | 1,570,632 | $7,394.54万 | 2.85% | 59,750 | 加仓 |
| Capital Analysts, LLC | 1,552,515 | $7,309.30万 | 1.92% | 106,460 | 加仓 |
| First Washington CORP | 1,545,169 | $7,274.66万 | 20.58% | 725,754 | 加仓 |
| D.B. Root & Company, LLC | 1,540,528 | $7,252.81万 | 17.33% | 30,436 | 加仓 |
| Hughes Financial Services, LLC | 1,506,498 | $7,092.59万 | 10.90% | 72,475 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 1,490,284 | $7,016.17万 | 0.12% | 153,288 | 加仓 |
| Allen Capital Group, LLC | 1,470,695 | $6,924.03万 | 6.19% | 253,092 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,367,913 | $6,440.13万 | 0.09% | 186,895 | 加仓 |
| McAdam, LLC | 1,311,932 | $6,176.58万 | 2.78% | 58,454 | 加仓 |
| Wiser Wealth Management, Inc | 1,285,354 | $6,051.45万 | 13.05% | 95,806 | 加仓 |
| SENTINEL PENSION ADVISORS, LLC | 1,263,562 | $5,948.85万 | 8.79% | 55,830 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,186,981 | $5,577.03万 | 0.11% | -950,955 | 减仓 |
| Harbor Group, Inc. | 1,071,438 | $5,044.33万 | 7.28% | 55,339 | 加仓 |
| Corient Private Wealth LP | 1,032,176 | $4,858.38万 | 0.07% | -392,118 | 减仓 |
| Horizon Investments, LLC | 988,340 | $4,615.55万 | 0.52% | 538,933 | 加仓 |
| PNC Financial Services Group, Inc. | 966,425 | $4,549.93万 | 0.03% | 173,099 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 939,980 | $4,388.76万 | 0.02% | 238,787 | 加仓 |
| Bouchey Financial Group, Ltd. | 912,812 | $4,301.17万 | 3.16% | 34,198 | 加仓 |
| Berger Financial Group, Inc | 875,258 | $4,120.71万 | 2.31% | -7,965 | 减仓 |
内部人交易（Form 4）
JCPB 董事、高管和大股东的最新买卖申报。专业版可看 🔒