JMEE J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
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 | 195 | 27,583,328 | $21.45亿 | 23 | 88 | 49 | 7 | $2,213.15万 |
| 2026Q1 | 177 | 28,442,447 | $18.81亿 | 15 | 88 | 50 | 7 | $2.58亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| FMR LLC | 加仓 | $1.61亿 |
| Arkadios Wealth Advisors | 新建仓 | $2,721.55万 |
| Independent Advisor Alliance | 新建仓 | $1,890.32万 |
| Bank of New York Mellon Corp | 加仓 | $1,306.65万 |
| LPL Financial LLC | 加仓 | $1,214.77万 |
| CWM, LLC | 加仓 | $634.62万 |
| WealthPlan Investment Management, LLC | 加仓 | $616.85万 |
| Retirement Management Systems Inc. | 加仓 | $460.89万 |
| Platform Technology Partners | 新建仓 | $365.28万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $348.83万 |
| Kingsview Wealth Management, LLC | 新建仓 | $315.07万 |
| Concurrent Investment Advisors, LLC | 加仓 | $304.14万 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 加仓 | $252.11万 |
| Allegheny Financial Group | 加仓 | $223.37万 |
| Modern Wealth Management, LLC | 加仓 | $215.64万 |
| ROYAL BANK OF CANADA | 加仓 | $206.33万 |
| Plan Group Financial, LLC | 加仓 | $197.57万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $172.90万 |
| Cetera Investment Advisers | 加仓 | $136.75万 |
| Wagner Wealth Management, LLC | 加仓 | $123.93万 |
2026Q1 卖出最多
| Capital Advisors Wealth Management, LLC | 减仓 | -$1,293.23万 |
| Choice Wealth Advisors LLC | 减仓 | -$810.63万 |
| Equitable Holdings, Inc. | 清仓 | -$356.29万 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 减仓 | -$298.74万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$199.88万 |
| Macco Financial Group, Inc. | 减仓 | -$156.29万 |
| Fortitude Financial, LLC | 减仓 | -$111.80万 |
| Stewardship Advisors, LLC | 减仓 | -$111.78万 |
| IFG Advisory, LLC | 减仓 | -$92.47万 |
| WEST MICHIGAN ADVISORS, LLC | 减仓 | -$89.61万 |
| &PARTNERS | 减仓 | -$72.73万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$70.75万 |
| Freedom Financial Partners LLC | 减仓 | -$63.54万 |
| PCG Wealth Advisors, LLC | 减仓 | -$58.64万 |
| NATIONAL BANK OF CANADA /FI/ | 减仓 | -$37.80万 |
| Orion Porfolio Solutions, LLC | 清仓 | -$26.09万 |
| Thrivent Financial for Lutherans | 清仓 | -$22.00万 |
| Everest Financial Group LLC | 减仓 | -$21.19万 |
| Schwallier Wealth Management LLC | 减仓 | -$21.09万 |
| Bond & Devick Financial Network, Inc. | 减仓 | -$19.73万 |
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 10,519,966 | $6.84亿 | 0.04% | 4,556 | 加仓 |
| FMR LLC | 2,405,634 | $1.61亿 | 0.01% | 2,404,866 | 加仓 |
| LPL Financial LLC | 2,132,205 | $1.42亿 | 0.04% | 181,933 | 加仓 |
| CWM, LLC | 1,053,780 | $7,036.09万 | 0.18% | 95,045 | 加仓 |
| Crestwood Advisors Group, LLC | 1,003,350 | $6,699.37万 | 1.13% | 8,884 | 加仓 |
| Cetera Investment Advisers | 680,755 | $4,545.40万 | 0.05% | 20,481 | 加仓 |
| Syntegra Private Wealth Group, LLC | 617,077 | $4,120.22万 | 3.91% | -1,894 | 减仓 |
| Bank of New York Mellon Corp | 562,789 | $3,757.74万 | 0.01% | 195,694 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 555,081 | $3,706.24万 | 0.67% | 16,862 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 459,413 | $3,008.69万 | 0.01% | 53,264 | 加仓 |
| Wagner Wealth Management, LLC | 431,428 | $2,880.64万 | 5.82% | 18,561 | 加仓 |
| OSAIC HOLDINGS, INC. | 416,078 | $2,778.79万 | 0.04% | -10,594 | 减仓 |
| Arkadios Wealth Advisors | 407,600 | $2,721.55万 | 0.44% | 407,600 | 新建仓 |
| RAYMOND JAMES FINANCIAL INC | 399,611 | $2,668.20万 | 0.01% | 14,571 | 加仓 |
| Meridian Financial Partners LLC | 337,943 | $2,294.30万 | 8.44% | 11,164 | 加仓 |
| CGC Financial Services, LLC | 339,541 | $2,267.12万 | 6.55% | -2,785 | 减仓 |
| SHP Wealth Management | 322,252 | $2,151.70万 | 1.62% | 3,523 | 加仓 |
| Independent Advisor Alliance | 283,108 | $1,890.32万 | 0.20% | 283,108 | 新建仓 |
| VERUS CAPITAL PARTNERS, LLC | 272,585 | $1,820.05万 | 1.24% | 14,846 | 加仓 |
| Advisory Resource Group | 258,399 | $1,725.33万 | 2.97% | 13,586 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 257,582 | $1,719.87万 | 0.01% | 193 | 加仓 |
| Retirement Management Systems Inc. | 215,235 | $1,437.13万 | 3.46% | 69,027 | 加仓 |
| B & T Capital Management DBA Alpha Capital Management | 209,699 | $1,400.16万 | 2.03% | 2,070 | 加仓 |
| WealthPlan Investment Management, LLC | 197,056 | $1,315.74万 | 0.73% | 92,385 | 加仓 |
| ROYAL BANK OF CANADA | 184,225 | $1,230.00万 | 0.00% | 30,904 | 加仓 |
| Bond & Devick Financial Network, Inc. | 175,432 | $1,171.36万 | 3.27% | -2,955 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 174,978 | $1,168.33万 | 0.02% | -29,935 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 139,486 | $931.35万 | 0.00% | 2,136 | 加仓 |
| Tradition Wealth Management, LLC | 127,984 | $854.55万 | 0.61% | 9,473 | 加仓 |
| Capital Developers, LLC | 111,827 | $746.67万 | 6.72% | 342 | 加仓 |
| Private Advisor Group, LLC | 107,480 | $717.65万 | 0.03% | 2,604 | 加仓 |
| Macco Financial Group, Inc. | 106,864 | $713.53万 | 5.40% | -23,407 | 减仓 |
| STIFEL FINANCIAL CORP | 105,757 | $706.14万 | 0.01% | 8,654 | 加仓 |
| Kestra Advisory Services, LLC | 101,580 | $678.25万 | 0.03% | 2,434 | 加仓 |
| Scarborough Advisors, LLC | 100,019 | $667.83万 | 0.73% | 454 | 加仓 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 98,791 | $659.63万 | 0.40% | 527 | 加仓 |
| Legacy Private Trust Co. | 93,277 | $622.81万 | 0.38% | 1,692 | 加仓 |
| Concurrent Investment Advisors, LLC | 92,998 | $620.95万 | 0.07% | 45,550 | 加仓 |
| MML INVESTORS SERVICES, LLC | 91,655 | $611.98万 | 0.02% | 25,895 | 加仓 |
| Stewardship Advisors, LLC | 89,363 | $596.68万 | 1.37% | -16,741 | 减仓 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 86,249 | $575.88万 | 1.84% | -44,741 | 减仓 |
| Lakeridge Wealth Management LLC | 81,690 | $545.44万 | 2.35% | 569 | 加仓 |
| Destiny Wealth Partners, LLC | 66,088 | $441.27万 | 0.48% | -1,819 | 减仓 |
| Plan Group Financial, LLC | 60,830 | $406.16万 | 0.95% | 29,590 | 加仓 |
| Modern Wealth Management, LLC | 58,236 | $391.64万 | 0.07% | 32,065 | 加仓 |
| American Trust | 57,600 | $384.59万 | 0.34% | -2,671 | 减仓 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 56,765 | $379.02万 | 1.65% | 37,759 | 加仓 |
| Schwallier Wealth Management LLC | 56,020 | $374.04万 | 2.73% | -3,159 | 减仓 |
| Platform Technology Partners | 54,707 | $365.28万 | 0.70% | 54,707 | 新建仓 |
| ASHTON THOMAS SECURITIES, LLC | 53,881 | $359.76万 | 0.45% | 1,905 | 加仓 |
内部人交易（Form 4）
JMEE 董事、高管和大股东的最新买卖申报。专业版可看 🔒