JMSI J P MORGAN EXCHANGE TRADED F
SUSTAINABLE MUNI
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 | 67 | 5,738,273 | $2.89亿 | 5 | 34 | 13 | 16 | $3,141.59万 |
| 2026Q1 | 76 | 5,069,581 | $2.52亿 | 15 | 35 | 16 | 3 | $2,129.79万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Betterment LLC | 加仓 | $506.02万 |
| FMR LLC | 加仓 | $267.98万 |
| Ascentis Independent Advisors | 新建仓 | $243.62万 |
| JPMORGAN CHASE & CO | 加仓 | $175.72万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $152.83万 |
| EP Wealth Advisors, LLC | 加仓 | $122.38万 |
| SEEDS INVESTOR LLC | 加仓 | $100.64万 |
| PNC Financial Services Group, Inc. | 加仓 | $90.44万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $80.79万 |
| Perigon Wealth Management, LLC | 新建仓 | $68.72万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $61.75万 |
| WealthPlan Investment Management, LLC | 新建仓 | $45.78万 |
| Ellevest, Inc. | 加仓 | $45.31万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $45.06万 |
| Fiduciary Trust Co | 加仓 | $35.44万 |
| 5T Wealth, LLC | 新建仓 | $33.65万 |
| Allworth Financial LP | 加仓 | $31.99万 |
| HRT FINANCIAL LP | 新建仓 | $28.40万 |
| Fairway Wealth LLC | 加仓 | $25.01万 |
| FIFTH THIRD BANCORP | 新建仓 | $23.91万 |
2026Q1 卖出最多
| GeoWealth Management, LLC | 减仓 | -$21.82万 |
| Vested Financial Planning, LLC | 清仓 | -$21.02万 |
| OLD MISSION CAPITAL LLC | 清仓 | -$20.11万 |
| McNamara Financial Services, Inc. | 减仓 | -$17.50万 |
| Modera Wealth Management, LLC | 减仓 | -$16.83万 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 减仓 | -$14.96万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$13.51万 |
| JANE STREET GROUP, LLC | 减仓 | -$13.19万 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 减仓 | -$11.94万 |
| MISSION WEALTH MANAGEMENT, LP | 减仓 | -$10.80万 |
| UBS Group AG | 减仓 | -$10.40万 |
| Financial Network Wealth Advisors LLC | 减仓 | -$2.43万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$1.69万 |
| MORGAN STANLEY | 减仓 | -$6,318 |
| Xena Financial Planning, LLC | 减仓 | -$5,274 |
| Ally Invest Advisors Inc. | 减仓 | -$2,935 |
| HANTZ FINANCIAL SERVICES, INC. | 减仓 | -$976 |
| Elyxium Wealth, LLC | 清仓 | -$51 |
| ASSETMARK, INC | 减仓 | -$50 |
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 |
|---|---|---|---|---|---|
| Betterment LLC | 1,697,584 | $8,445.50万 | 0.16% | 101,713 | 加仓 |
| JPMORGAN CHASE & CO | 932,436 | $4,632.35万 | 0.00% | 35,371 | 加仓 |
| EP Wealth Advisors, LLC | 404,315 | $2,011.47万 | 0.10% | 24,599 | 加仓 |
| PNC Financial Services Group, Inc. | 228,612 | $1,137.34万 | 0.01% | 18,179 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 197,272 | $981.43万 | 0.00% | 9,058 | 加仓 |
| SEEDS INVESTOR LLC | 169,063 | $849.54万 | 1.16% | 20,027 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 155,124 | $771.74万 | 0.00% | 12,412 | 加仓 |
| Ellevest, Inc. | 147,984 | $736.22万 | 1.02% | 9,108 | 加仓 |
| MISSION WEALTH MANAGEMENT, LP | 107,445 | $534.54万 | 0.11% | -2,170 | 减仓 |
| Integrated Wealth Concepts LLC | 87,614 | $435.88万 | 0.03% | 2,396 | 加仓 |
| FMR LLC | 86,407 | $429.88万 | 0.00% | 53,865 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 85,411 | $424.92万 | 0.00% | 16,239 | 加仓 |
| Modera Wealth Management, LLC | 60,995 | $303.45万 | 0.04% | -3,383 | 减仓 |
| Ascentis Independent Advisors | 48,969 | $243.62万 | 0.18% | 48,969 | 新建仓 |
| GeoWealth Management, LLC | 47,678 | $237.19万 | 0.09% | -4,386 | 减仓 |
| JANE STREET GROUP, LLC | 47,668 | $237.15万 | 0.00% | -2,652 | 减仓 |
| Fiduciary Trust Co | 45,094 | $224.34万 | 0.03% | 7,123 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 44,357 | $219.95万 | 0.00% | 3,348 | 加仓 |
| Focus Partners Wealth | 40,110 | $200.02万 | 0.00% | 66 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 38,069 | $189.98万 | 0.00% | -2,707 | 减仓 |
| LPL Financial LLC | 33,786 | $168.09万 | 0.00% | 1,488 | 加仓 |
| CPC Advisors, LLC | 32,411 | $161.24万 | 0.26% | 1,030 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,719 | $152.83万 | 0.00% | 30,719 | 新建仓 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27,484 | $136.73万 | 0.17% | -2,401 | 减仓 |
| Fairway Wealth LLC | 24,420 | $121.49万 | 0.32% | 5,027 | 加仓 |
| Wealth Architects, LLC | 21,725 | $108.08万 | 0.10% | 1,199 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 19,397 | $96.50万 | 0.00% | 24 | 加仓 |
| NewEdge Advisors, LLC | 19,287 | $95.95万 | 0.00% | 2,140 | 加仓 |
| MML INVESTORS SERVICES, LLC | 14,869 | $73.97万 | 0.00% | 41 | 加仓 |
| AMARILLO NATIONAL BANK | 14,207 | $70.68万 | 0.12% | 0 | 不变 |
| Perigon Wealth Management, LLC | 13,814 | $68.72万 | 0.01% | 13,814 | 新建仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 11,012 | $54.79万 | 0.00% | 3,577 | 加仓 |
| PFG Investments, LLC | 10,660 | $53.03万 | 0.02% | 94 | 加仓 |
| WealthPlan Investment Management, LLC | 9,202 | $45.78万 | 0.03% | 9,202 | 新建仓 |
| Skyline Advisors, Inc. | 9,074 | $45.15万 | 0.16% | 79 | 加仓 |
| First Affirmative Financial Network | 8,210 | $40.85万 | 0.16% | — | — |
| FLAGSHIP HARBOR ADVISORS, LLC | 8,145 | $40.52万 | 0.02% | 115 | 加仓 |
| McNamara Financial Services, Inc. | 8,062 | $40.11万 | 0.08% | -3,517 | 减仓 |
| Allworth Financial LP | 7,800 | $38.80万 | 0.00% | 6,430 | 加仓 |
| Xena Financial Planning, LLC | 7,593 | $37.78万 | 0.43% | -106 | 减仓 |
| 5T Wealth, LLC | 6,763 | $33.65万 | 0.13% | 6,763 | 新建仓 |
| Ally Invest Advisors Inc. | 5,725 | $28.48万 | 0.02% | -59 | 减仓 |
| HRT FINANCIAL LP | 5,727 | $28.40万 | 0.00% | 5,727 | 新建仓 |
| WINCAP FINANCIAL LLC | 5,250 | $26.12万 | 0.17% | 0 | 不变 |
| FIFTH THIRD BANCORP | 4,807 | $23.91万 | 0.00% | 4,807 | 新建仓 |
| Merit Financial Group, LLC | 4,754 | $23.65万 | 0.00% | 729 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 4,266 | $21.20万 | 0.00% | 4,266 | 新建仓 |
| MORGAN STANLEY | 3,709 | $18.45万 | 0.00% | -127 | 减仓 |
| AdvisorNet Financial, Inc | 3,680 | $18.31万 | 0.01% | 0 | 不变 |
| IFP Advisors, Inc | 3,304 | $16.44万 | 0.00% | 762 | 加仓 |
内部人交易（Form 4）
JMSI 董事、高管和大股东的最新买卖申报。专业版可看 🔒