JEPI J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
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 | 1,408 | 323,855,223 | $182.99亿 | 90 | 670 | 489 | 94 | -$4.24亿 |
| 2026Q1 | 1,413 | 333,348,138 | $188.69亿 | 99 | 723 | 444 | 71 | $9.43亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| LPL Financial LLC | 加仓 | $1.77亿 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1.13亿 |
| MORGAN STANLEY | 加仓 | $7,031.68万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $5,354.35万 |
| Cetera Investment Advisers | 加仓 | $4,663.86万 |
| Private Advisor Group, LLC | 加仓 | $3,510.82万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $3,268.01万 |
| Confluence Wealth Services, Inc. | 加仓 | $2,616.49万 |
| Equitable Holdings, Inc. | 加仓 | $2,188.42万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $2,182.39万 |
| OSAIC HOLDINGS, INC. | 加仓 | $2,111.68万 |
| NewEdge Advisors, LLC | 加仓 | $1,801.28万 |
| Bank of New York Mellon Corp | 加仓 | $1,520.75万 |
| Rakuten Investment Management, Inc. | 新建仓 | $1,419.66万 |
| Arax Advisory Partners | 加仓 | $1,335.48万 |
| Eaton Financial Holdings Company, LLC | 加仓 | $1,262.34万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,248.72万 |
| Requisite Capital Management, LLC | 加仓 | $1,221.58万 |
| Hilton Capital Management, LLC | 加仓 | $1,193.77万 |
| Beacon Pointe Advisors, LLC | 加仓 | $1,173.94万 |
2026Q2 卖出最多
| Nationwide Fund Advisors | 清仓 | -$3.92亿 |
| JPMORGAN CHASE & CO | 减仓 | -$3.63亿 |
| CAPITAL ADVISORS INC/OK | 减仓 | -$8,655.92万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$7,119.13万 |
| HighTower Advisors, LLC | 减仓 | -$4,123.11万 |
| RiverFront Investment Group, LLC | 减仓 | -$3,863.75万 |
| Lebenthal Global Advisors, LLC | 减仓 | -$2,989.02万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$2,549.97万 |
| Janney Montgomery Scott LLC | 减仓 | -$2,549.38万 |
| Arkadios Wealth Advisors | 减仓 | -$2,445.30万 |
| New York Life Investment Management LLC | 减仓 | -$2,352.47万 |
| ROYAL BANK OF CANADA | 减仓 | -$1,959.80万 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 减仓 | -$1,846.32万 |
| Vestmark Advisory Solutions, Inc. | 减仓 | -$1,845.21万 |
| UBS Group AG | 减仓 | -$1,336.39万 |
| Matthew Goff Investment Advisor, LLC | 清仓 | -$1,279.13万 |
| Stratos Investment Management, LLC | 减仓 | -$1,238.15万 |
| Waverly Advisors, LLC | 减仓 | -$1,167.62万 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 减仓 | -$1,092.80万 |
| Mosley Wealth Management | 减仓 | -$1,083.82万 |
2026Q2 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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 48,733,339 | $27.52亿 | 0.15% | 1,244,985 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 29,737,195 | $16.80亿 | 0.11% | -1,260,469 | 减仓 |
| WELLS FARGO & COMPANY/MN | 17,305,015 | $9.77亿 | 0.16% | 948,008 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 11,312,713 | $6.39亿 | 0.15% | 146,792 | 加仓 |
| LPL Financial LLC | 10,363,670 | $5.85亿 | 0.13% | 3,139,525 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 8,775,532 | $4.96亿 | 0.13% | 221,091 | 加仓 |
| ROYAL BANK OF CANADA | 8,019,277 | $4.53亿 | 0.07% | -346,992 | 减仓 |
| Cetera Investment Advisers | 6,909,528 | $3.90亿 | 0.36% | 825,754 | 加仓 |
| UBS Group AG | 6,532,936 | $3.69亿 | 0.05% | -236,613 | 减仓 |
| JPMORGAN CHASE & CO | 5,838,036 | $3.29亿 | 0.02% | -6,434,584 | 减仓 |
| OSAIC HOLDINGS, INC. | 5,792,995 | $3.27亿 | 0.38% | 373,774 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,912,766 | $2.21亿 | 0.28% | -451,482 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 3,773,911 | $2.13亿 | 0.24% | 1,995,747 | 加仓 |
| RiverFront Investment Group, LLC | 3,524,615 | $1.99亿 | 2.63% | -684,091 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 3,430,822 | $1.93亿 | 0.08% | 388,603 | 加仓 |
| MML INVESTORS SERVICES, LLC | 3,320,265 | $1.88亿 | 0.38% | 578,613 | 加仓 |
| CIBC Bancorp USA Inc. | 2,916,027 | $1.65亿 | 0.20% | -32,336 | 减仓 |
| Confluence Wealth Services, Inc. | 2,819,530 | $1.59亿 | 4.55% | 463,260 | 加仓 |
| STIFEL FINANCIAL CORP | 2,775,411 | $1.57亿 | 0.13% | -46,073 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,673,279 | $1.51亿 | 0.08% | 33,569 | 加仓 |
| Equitable Holdings, Inc. | 2,533,724 | $1.42亿 | 0.85% | 389,284 | 加仓 |
| Janney Montgomery Scott LLC | 2,348,909 | $1.33亿 | 0.26% | -451,379 | 减仓 |
| Bank of New York Mellon Corp | 2,319,514 | $1.31亿 | 0.02% | 269,254 | 加仓 |
| HighTower Advisors, LLC | 2,191,296 | $1.24亿 | 0.12% | -730,013 | 减仓 |
| Cornerstone Advisory, LLC | 2,079,263 | $1.17亿 | 9.74% | 48,703 | 加仓 |
| PNC Financial Services Group, Inc. | 2,040,043 | $1.15亿 | 0.06% | 110,311 | 加仓 |
| Kestra Advisory Services, LLC | 2,036,649 | $1.15亿 | 0.37% | 197,071 | 加仓 |
| Rockefeller Capital Management L.P. | 1,695,337 | $9,575.27万 | 0.15% | -17,883 | 减仓 |
| FAS Wealth Partners, Inc. | 1,666,456 | $9,412.14万 | 4.90% | 136,080 | 加仓 |
| FIRST FOUNDATION ADVISORS | 1,568,542 | $8,859.13万 | 3.18% | -7,512 | 减仓 |
| Enstar Group LTD | 1,539,025 | $8,692.41万 | 40.18% | 0 | 不变 |
| Hamilton Capital, LLC | 1,458,926 | $8,240.01万 | 4.08% | 39,109 | 加仓 |
| Atlantic Union Bankshares Corp | 1,406,429 | $7,943.51万 | 1.33% | 126,438 | 加仓 |
| Prosperity Consulting Group, LLC | 1,401,148 | $7,913.68万 | 2.99% | 30,324 | 加仓 |
| Allworth Financial LP | 1,352,162 | $7,637.01万 | 0.32% | 58,356 | 加仓 |
| Clearstead Advisors, LLC | 1,243,285 | $7,022.07万 | 0.66% | 7,859 | 加仓 |
| Focus Partners Wealth | 1,169,609 | $6,605.95万 | 0.07% | 82,406 | 加仓 |
| NewEdge Advisors, LLC | 1,097,283 | $6,197.46万 | 0.18% | 318,923 | 加仓 |
| SHP Wealth Management | 1,047,209 | $5,914.63万 | 4.07% | 105,345 | 加仓 |
| Traynor Capital Management, Inc. | 1,044,284 | $5,898.11万 | 2.71% | 51,259 | 加仓 |
| FRANKLIN RESOURCES INC | 1,023,352 | $5,779.89万 | 0.01% | 15,684 | 加仓 |
| Foguth Wealth Management, LLC. | 998,741 | $5,631.90万 | 6.41% | 79,223 | 加仓 |
| Steward Partners Investment Advisory, LLC | 989,010 | $5,585.93万 | 0.29% | -49,067 | 减仓 |
| TRUIST FINANCIAL CORP | 963,150 | $5,439.87万 | 0.07% | -31,225 | 减仓 |
| Beacon Pointe Advisors, LLC | 917,272 | $5,180.75万 | 0.24% | 207,850 | 加仓 |
| Apollon Wealth Management, LLC | 911,781 | $5,149.74万 | 0.63% | 107,269 | 加仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 883,142 | $4,987.99万 | 1.09% | -92,044 | 减仓 |
| Private Advisor Group, LLC | 875,331 | $4,943.87万 | 0.23% | 621,604 | 加仓 |
| HUB Investment Partners, LLC | 862,892 | $4,873.61万 | 0.88% | 26,613 | 加仓 |
| Kathmere Capital Management, LLC | 858,562 | $4,849.16万 | 2.57% | 102,595 | 加仓 |
内部人交易（Form 4）
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