JEPQ J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
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 | 1,024 | 199,719,699 | $122.45亿 | 98 | 539 | 259 | 54 | $7.84亿 |
| 2026Q1 | 966 | 186,987,260 | $103.02亿 | 83 | 494 | 261 | 46 | $7.57亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| LPL Financial LLC | 加仓 | $1.11亿 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $6,286.36万 |
| Adams Asset Advisors, LLC | 新建仓 | $6,035.33万 |
| MORGAN STANLEY | 加仓 | $6,017.29万 |
| TWO SIGMA INVESTMENTS, LP | 加仓 | $6,001.71万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $4,904.99万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $3,444.84万 |
| Independent Advisor Alliance | 新建仓 | $3,158.49万 |
| ROYAL BANK OF CANADA | 加仓 | $2,874.24万 |
| Mariner, LLC | 加仓 | $2,562.88万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $2,379.35万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,866.95万 |
| CAPITAL ADVISORS INC/OK | 加仓 | $1,516.55万 |
| PVG ASSET MANAGEMENT CORP | 加仓 | $1,400.93万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $1,388.46万 |
| CITADEL ADVISORS LLC | 新建仓 | $1,354.79万 |
| Arax Advisory Partners | 加仓 | $1,232.63万 |
| Cetera Investment Advisers | 加仓 | $1,133.46万 |
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $1,076.92万 |
| PNC Financial Services Group, Inc. | 加仓 | $938.03万 |
2026Q1 卖出最多
| JPMORGAN CHASE & CO | 减仓 | -$5,558.47万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$1,225.37万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$897.00万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$865.03万 |
| Pine Valley Investments Ltd Liability Co | 减仓 | -$824.25万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$780.56万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$686.33万 |
| MADDEN SECURITIES Corp | 减仓 | -$592.69万 |
| Ellis Investment Partners, LLC | 减仓 | -$531.01万 |
| Foguth Wealth Management, LLC. | 减仓 | -$524.25万 |
| Lighthouse Financial LLC | 减仓 | -$491.67万 |
| Greater Midwest Financial Group, LLC | 减仓 | -$449.85万 |
| FWG Holdings, LLC | 减仓 | -$428.09万 |
| WEST MICHIGAN ADVISORS, LLC | 减仓 | -$403.89万 |
| AssuredPartners Investment Advisors, LLC | 清仓 | -$354.75万 |
| RWQ Financial Management Services, Inc. | 减仓 | -$330.90万 |
| GC Wealth Management RIA, LLC | 减仓 | -$268.67万 |
| Lifeworks Advisors, LLC | 清仓 | -$244.66万 |
| WESTWOOD HOLDINGS GROUP INC | 减仓 | -$237.41万 |
| Private Advisor Group, LLC | 减仓 | -$227.83万 |
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 | 23,591,671 | $13.10亿 | 0.08% | 1,083,805 | 加仓 |
| JPMORGAN CHASE & CO | 22,637,631 | $12.17亿 | 0.08% | -1,033,750 | 减仓 |
| LPL Financial LLC | 16,876,937 | $9.37亿 | 0.25% | 1,993,383 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 13,877,688 | $7.70亿 | 0.06% | 1,132,270 | 加仓 |
| WELLS FARGO & COMPANY/MN | 9,078,829 | $5.04亿 | 0.10% | 883,464 | 加仓 |
| AMERIPRISE FINANCIAL INC | 4,915,633 | $2.73亿 | 0.06% | -123,634 | 减仓 |
| ROYAL BANK OF CANADA | 4,606,395 | $2.56亿 | 0.04% | 517,693 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 4,273,667 | $2.37亿 | 0.07% | 336,267 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 4,009,107 | $2.23亿 | 0.06% | 620,468 | 加仓 |
| OSAIC HOLDINGS, INC. | 3,733,932 | $2.07亿 | 0.30% | -140,567 | 减仓 |
| UBS Group AG | 3,490,754 | $1.94亿 | 0.03% | 67,129 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,122,679 | $1.73亿 | 0.24% | 250,082 | 加仓 |
| Cetera Investment Advisers | 3,035,644 | $1.69亿 | 0.18% | 204,154 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 2,153,718 | $1.17亿 | 0.06% | 439,562 | 加仓 |
| Allworth Financial LP | 2,069,787 | $1.15亿 | 0.47% | 27,513 | 加仓 |
| RiverFront Investment Group, LLC | 2,042,061 | $1.13亿 | 1.75% | 80,399 | 加仓 |
| Equitable Holdings, Inc. | 2,154,947 | $7,895.48万 | 0.50% | 232,391 | 加仓 |
| CAPITAL ADVISORS INC/OK | 1,394,754 | $7,743.68万 | 1.24% | 273,153 | 加仓 |
| STIFEL FINANCIAL CORP | 1,299,013 | $7,212.10万 | 0.07% | 26,124 | 加仓 |
| Kestra Advisory Services, LLC | 1,249,605 | $6,937.81万 | 0.26% | 100,914 | 加仓 |
| MML INVESTORS SERVICES, LLC | 1,187,871 | $6,595.06万 | 0.18% | -155,805 | 减仓 |
| Mariner, LLC | 1,123,928 | $6,240.05万 | 0.07% | 461,614 | 加仓 |
| TWO SIGMA INVESTMENTS, LP | 1,088,700 | $6,044.46万 | 0.05% | 1,081,000 | 加仓 |
| Adams Asset Advisors, LLC | 1,087,055 | $6,035.33万 | 6.77% | 1,087,055 | 新建仓 |
| Hilton Capital Management, LLC | 1,086,431 | $6,031.87万 | 4.56% | 16,385 | 加仓 |
| Private Advisor Group, LLC | 969,583 | $5,383.13万 | 0.25% | -41,035 | 减仓 |
| CWM, LLC | 917,534 | $5,094.15万 | 0.13% | 93,783 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 892,093 | $4,952.90万 | 0.13% | 66,643 | 加仓 |
| HighTower Advisors, LLC | 851,871 | $4,729.55万 | 0.05% | 11,249 | 加仓 |
| SBI Securities Co., Ltd. | 769,219 | $4,270.70万 | 1.18% | 31,250 | 加仓 |
| Rockefeller Capital Management L.P. | 765,798 | $4,251.72万 | 0.08% | 108,650 | 加仓 |
| Baird Financial Group, Inc. | 687,726 | $3,818.25万 | 0.06% | 28,352 | 加仓 |
| Apollon Wealth Management, LLC | 659,577 | $3,661.97万 | 0.60% | 47,598 | 加仓 |
| Steward Partners Investment Advisory, LLC | 649,835 | $3,607.89万 | 0.18% | 37,196 | 加仓 |
| Wealth Advisors of Iowa, LLC | 635,087 | $3,526.00万 | 10.91% | 16,125 | 加仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 628,291 | $3,488.27万 | 0.86% | 39,517 | 加仓 |
| TRUIST FINANCIAL CORP | 599,476 | $3,328.29万 | 0.04% | 21,074 | 加仓 |
| FRANKLIN RESOURCES INC | 591,878 | $3,286.11万 | 0.01% | 2,936 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 587,747 | $3,263.16万 | 0.59% | 60,769 | 加仓 |
| Independent Advisor Alliance | 568,891 | $3,158.49万 | 0.34% | 568,891 | 新建仓 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 567,921 | $3,153.10万 | 0.64% | -21,519 | 减仓 |
| Focus Partners Wealth | 554,459 | $3,078.36万 | 0.03% | 107,889 | 加仓 |
| NewEdge Advisors, LLC | 553,800 | $3,074.70万 | 0.11% | 42,440 | 加仓 |
| PSI Advisors, LLC | 524,994 | $2,914.77万 | 6.98% | 28,279 | 加仓 |
| Lebenthal Global Advisors, LLC | 523,278 | $2,905.24万 | 4.22% | 5,766 | 加仓 |
| PNC Financial Services Group, Inc. | 522,729 | $2,902.19万 | 0.02% | 168,954 | 加仓 |
| Magnus Financial Group LLC | 505,220 | $2,804.98万 | 2.28% | 37,879 | 加仓 |
| HUB Investment Partners, LLC | 465,179 | $2,582.68万 | 0.62% | 105,933 | 加仓 |
| Waverly Advisors, LLC | 423,145 | $2,349.30万 | 0.18% | 133,909 | 加仓 |
| James Reed Financial Services, Inc. | 421,287 | $2,338.99万 | 20.25% | -18,559 | 减仓 |
内部人交易（Form 4）
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