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 🔒 | ||||||||
2026Q1 买入最多
| JPMORGAN CHASE & CO | 加仓 | $3.64亿 |
| LPL Financial LLC | 加仓 | $1.73亿 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $7,224.15万 |
| Foguth Wealth Management, LLC. | 加仓 | $4,048.83万 |
| Cetera Investment Advisers | 加仓 | $3,134.47万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $2,874.60万 |
| Arkadios Wealth Advisors | 加仓 | $2,735.60万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $2,579.91万 |
| ROYAL BANK OF CANADA | 加仓 | $2,547.69万 |
| CAPITAL ADVISORS INC/OK | 加仓 | $2,483.01万 |
| RiverFront Investment Group, LLC | 加仓 | $2,290.23万 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 加仓 | $2,274.61万 |
| Vestmark Advisory Solutions, Inc. | 加仓 | $2,232.27万 |
| FIFTH THIRD BANCORP | 加仓 | $1,845.68万 |
| Prime Capital Investment Advisors, LLC | 加仓 | $1,768.52万 |
| PNC Financial Services Group, Inc. | 加仓 | $1,580.62万 |
| Equitable Holdings, Inc. | 加仓 | $1,577.16万 |
| Atlantic Union Bankshares Corp | 加仓 | $1,488.98万 |
| GREAT VALLEY ADVISOR GROUP, INC. | 加仓 | $1,487.51万 |
| MORGAN STANLEY | 加仓 | $1,439.93万 |
2026Q1 卖出最多
| JANE STREET GROUP, LLC | 清仓 | -$4,854.04万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$4,663.13万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$3,411.68万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$2,584.55万 |
| UBS Group AG | 减仓 | -$2,301.71万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$2,063.46万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$1,823.79万 |
| CWM, LLC | 减仓 | -$1,605.34万 |
| Baird Financial Group, Inc. | 减仓 | -$1,583.74万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$1,559.07万 |
| New York Life Investment Management LLC | 减仓 | -$1,532.63万 |
| Eaton Financial Holdings Company, LLC | 减仓 | -$1,332.72万 |
| Prota Financial, LLC | 减仓 | -$1,144.22万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$1,123.93万 |
| Nationwide Fund Advisors | 减仓 | -$1,014.65万 |
| Integrated Advisors Network LLC | 减仓 | -$945.22万 |
| Centurion Wealth Management LLC | 减仓 | -$943.94万 |
| Pinnacle Wealth Management, LLC | 减仓 | -$849.75万 |
| IMC-Chicago, LLC | 重新持有 | -$812.91万 |
| Kestra Advisory Services, LLC | 减仓 | -$798.66万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 47,488,354 | $26.92亿 | 0.16% | 254,045 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 30,997,664 | $17.57亿 | 0.13% | -822,711 | 减仓 |
| WELLS FARGO & COMPANY/MN | 16,357,007 | $9.27亿 | 0.18% | -455,989 | 减仓 |
| JPMORGAN CHASE & CO | 12,272,620 | $6.83亿 | 0.04% | 6,545,707 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 11,165,921 | $6.33亿 | 0.17% | 1,274,550 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 8,554,441 | $4.85亿 | 0.15% | 455,171 | 加仓 |
| ROYAL BANK OF CANADA | 8,366,269 | $4.74亿 | 0.08% | 449,485 | 加仓 |
| LPL Financial LLC | 7,224,145 | $4.09亿 | 0.11% | 3,048,260 | 加仓 |
| Nationwide Fund Advisors | 6,910,894 | $3.92亿 | 17.14% | -179,014 | 减仓 |
| UBS Group AG | 6,769,549 | $3.84亿 | 0.06% | -406,088 | 减仓 |
| Cetera Investment Advisers | 6,083,774 | $3.45亿 | 0.37% | 553,011 | 加仓 |
| OSAIC HOLDINGS, INC. | 5,419,221 | $3.07亿 | 0.45% | -274,988 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,364,248 | $2.47亿 | 0.35% | 109,230 | 加仓 |
| RiverFront Investment Group, LLC | 4,208,706 | $2.39亿 | 3.69% | 404,064 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 3,042,219 | $1.69亿 | 0.08% | 517,482 | 加仓 |
| CIBC Bancorp USA Inc. | 2,948,363 | $1.67亿 | 0.22% | — | — |
| HighTower Advisors, LLC | 2,921,309 | $1.66亿 | 0.18% | 39,686 | 加仓 |
| STIFEL FINANCIAL CORP | 2,821,484 | $1.60亿 | 0.15% | -7,644 | 减仓 |
| Janney Montgomery Scott LLC | 2,800,288 | $1.59亿 | 0.39% | 107,684 | 加仓 |
| MML INVESTORS SERVICES, LLC | 2,741,652 | $1.55亿 | 0.43% | -321,770 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,639,710 | $1.50亿 | 0.09% | -364,055 | 减仓 |
| Confluence Wealth Services, Inc. | 2,356,270 | $1.34亿 | 5.18% | 241,803 | 加仓 |
| Equitable Holdings, Inc. | 2,144,440 | $1.16亿 | 0.74% | 290,673 | 加仓 |
| Bank of New York Mellon Corp | 2,050,260 | $1.16亿 | 0.02% | -85,004 | 减仓 |
| Cornerstone Advisory, LLC | 2,030,560 | $1.15亿 | 10.90% | 68,589 | 加仓 |
| PNC Financial Services Group, Inc. | 1,929,732 | $1.09亿 | 0.06% | 278,868 | 加仓 |
| Kestra Advisory Services, LLC | 1,839,578 | $1.04亿 | 0.39% | -140,907 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 1,778,164 | $1.01亿 | 0.26% | -115,588 | 减仓 |
| Rockefeller Capital Management L.P. | 1,713,220 | $9,710.54万 | 0.17% | -41,775 | 减仓 |
| FIRST FOUNDATION ADVISORS | 1,576,054 | $8,933.07万 | 3.60% | 64,995 | 加仓 |
| CAPITAL ADVISORS INC/OK | 1,543,963 | $8,751.18万 | 1.41% | 438,076 | 加仓 |
| Enstar Group LTD | 1,539,025 | $8,723.19万 | 40.13% | 0 | 不变 |
| FAS Wealth Partners, Inc. | 1,530,376 | $8,674.17万 | 5.40% | -22,469 | 减仓 |
| Hamilton Capital, LLC | 1,419,817 | $8,047.52万 | 4.17% | 75,594 | 加仓 |
| Prosperity Consulting Group, LLC | 1,370,824 | $7,769.83万 | 3.46% | 90,875 | 加仓 |
| CWM, LLC | 1,369,852 | $7,764.32万 | 0.20% | -283,229 | 减仓 |
| Allworth Financial LP | 1,293,806 | $7,333.29万 | 0.30% | 67,057 | 加仓 |
| Atlantic Union Bankshares Corp | 1,279,991 | $7,254.99万 | 1.39% | 262,699 | 加仓 |
| Clearstead Advisors, LLC | 1,235,426 | $7,002.39万 | 0.64% | -65,200 | 减仓 |
| Focus Partners Wealth | 1,087,203 | $6,163.30万 | 0.07% | 73,547 | 加仓 |
| Steward Partners Investment Advisory, LLC | 1,038,077 | $5,883.82万 | 0.30% | 28,708 | 加仓 |
| FRANKLIN RESOURCES INC | 1,007,668 | $5,711.46万 | 0.01% | 10,021 | 加仓 |
| TRUIST FINANCIAL CORP | 994,375 | $5,636.12万 | 0.08% | 34,886 | 加仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 975,186 | $5,527.35万 | 1.36% | 46,732 | 加仓 |
| Traynor Capital Management, Inc. | 993,025 | $5,526.18万 | 3.24% | 55,988 | 加仓 |
| SHP Wealth Management | 941,864 | $5,338.47万 | 4.03% | 192,704 | 加仓 |
| Pinnacle Financial Partners, Inc. | 925,552 | $5,246.38万 | 0.40% | -2,478 | 减仓 |
| Foguth Wealth Management, LLC. | 919,518 | $5,152.98万 | 6.00% | 722,490 | 加仓 |
| Brookstone Capital Management | 902,434 | $5,114.99万 | 0.58% | 42,508 | 加仓 |
| HUB Investment Partners, LLC | 836,279 | $4,740.03万 | 1.13% | 111,039 | 加仓 |
内部人交易（Form 4）
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