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 🔒 | ||||||||
2026Q2 买入最多
| Betterment LLC | 加仓 | $1,446.99万 |
| Integrated Wealth Concepts LLC | 加仓 | $612.04万 |
| JPMORGAN CHASE & CO | 加仓 | $441.93万 |
| FMR LLC | 加仓 | $352.81万 |
| EP Wealth Advisors, LLC | 加仓 | $225.20万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $184.85万 |
| 5T Wealth, LLC | 加仓 | $175.07万 |
| GOLDMAN SACHS GROUP INC | 重新持有 | $167.39万 |
| Farther Finance Advisors, LLC | 加仓 | $153.78万 |
| Ellevest, Inc. | 加仓 | $104.58万 |
| LPL Financial LLC | 加仓 | $82.19万 |
| Perigon Wealth Management, LLC | 加仓 | $58.02万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $45.75万 |
| SEEDS INVESTOR LLC | 加仓 | $41.81万 |
| Prime Capital Investment Advisors, LLC | 新建仓 | $31.06万 |
| CITADEL ADVISORS LLC | 重新持有 | $29.16万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $29.13万 |
| TBH Global Asset Management, LLC | 新建仓 | $26.33万 |
| Apollon Wealth Management, LLC | 新建仓 | $20.36万 |
| Fairway Wealth LLC | 加仓 | $18.58万 |
2026Q2 卖出最多
| Ascentis Independent Advisors | 清仓 | -$243.62万 |
| JANE STREET GROUP, LLC | 减仓 | -$199.78万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$152.83万 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 清仓 | -$136.73万 |
| Elequin Capital, LP | 重新持有 | -$91.49万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$62.11万 |
| Skyline Advisors, Inc. | 清仓 | -$45.15万 |
| GeoWealth Management, LLC | 减仓 | -$39.36万 |
| PNC Financial Services Group, Inc. | 减仓 | -$30.48万 |
| HRT FINANCIAL LP | 清仓 | -$28.40万 |
| Cambridge Investment Research Advisors, Inc. | 清仓 | -$21.20万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$18.56万 |
| WealthPlan Investment Management, LLC | 减仓 | -$17.50万 |
| Focus Partners Wealth | 减仓 | -$14.75万 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 清仓 | -$14.46万 |
| CPC Advisors, LLC | 减仓 | -$12.30万 |
| ROYAL BANK OF CANADA | 清仓 | -$12.00万 |
| Advisory Services Network, LLC | 清仓 | -$8.99万 |
| Xena Financial Planning, LLC | 减仓 | -$7.96万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$6.40万 |
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 |
|---|---|---|---|---|---|
| Betterment LLC | 1,984,457 | $1.00亿 | 0.17% | 286,873 | 加仓 |
| JPMORGAN CHASE & CO | 1,020,016 | $5,147.00万 | 0.00% | 87,580 | 加仓 |
| EP Wealth Advisors, LLC | 448,963 | $2,264.57万 | 0.09% | 44,648 | 加仓 |
| PNC Financial Services Group, Inc. | 222,569 | $1,122.64万 | 0.01% | -6,043 | 减仓 |
| Integrated Wealth Concepts LLC | 208,955 | $1,053.97万 | 0.05% | 121,341 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 184,958 | $932.93万 | 0.00% | -12,314 | 减仓 |
| SEEDS INVESTOR LLC | 177,353 | $894.57万 | 0.92% | 8,290 | 加仓 |
| Ellevest, Inc. | 168,729 | $850.58万 | 0.90% | 20,745 | 加仓 |
| FMR LLC | 156,354 | $788.65万 | 0.00% | 69,947 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 151,444 | $763.88万 | 0.00% | -3,680 | 减仓 |
| MISSION WEALTH MANAGEMENT, LP | 109,115 | $550.37万 | 0.07% | 1,670 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 94,481 | $476.56万 | 0.00% | 9,070 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 75,010 | $375.35万 | 0.01% | 36,941 | 加仓 |
| Modera Wealth Management, LLC | 61,882 | $312.13万 | 0.03% | 887 | 加仓 |
| LPL Financial LLC | 50,080 | $252.61万 | 0.00% | 16,294 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 50,140 | $252.60万 | 0.00% | 5,783 | 加仓 |
| Fiduciary Trust Co | 48,293 | $243.59万 | 0.03% | 3,199 | 加仓 |
| 5T Wealth, LLC | 41,471 | $209.18万 | 0.78% | 34,708 | 加仓 |
| GeoWealth Management, LLC | 39,875 | $201.13万 | 0.06% | -7,803 | 减仓 |
| GOLDMAN SACHS GROUP INC | 37,662 | $189.97万 | 0.00% | 33,185 | 重新持有 |
| Focus Partners Wealth | 37,186 | $187.57万 | 0.00% | -2,924 | 减仓 |
| Farther Finance Advisors, LLC | 30,494 | $153.81万 | 0.01% | 30,488 | 加仓 |
| CPC Advisors, LLC | 29,973 | $151.18万 | 0.20% | -2,438 | 减仓 |
| Elequin Capital, LP | 28,342 | $142.96万 | 0.04% | -18,139 | 重新持有 |
| Fairway Wealth LLC | 28,103 | $141.75万 | 0.32% | 3,683 | 加仓 |
| Perigon Wealth Management, LLC | 25,316 | $127.69万 | 0.02% | 11,502 | 加仓 |
| Wealth Architects, LLC | 22,203 | $111.99万 | 0.09% | 478 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 19,412 | $97.92万 | 0.00% | 15 | 加仓 |
| NewEdge Advisors, LLC | 19,177 | $96.73万 | 0.00% | -110 | 减仓 |
| MML INVESTORS SERVICES, LLC | 15,638 | $78.88万 | 0.00% | 769 | 加仓 |
| AMARILLO NATIONAL BANK | 14,207 | $71.66万 | 0.11% | 0 | 不变 |
| PFG Investments, LLC | 10,758 | $54.26万 | 0.02% | 98 | 加仓 |
| CITADEL ADVISORS LLC | 9,848 | $49.67万 | 0.00% | 5,781 | 重新持有 |
| COMMONWEALTH EQUITY SERVICES, LLC | 9,744 | $49.15万 | 0.00% | -1,268 | 减仓 |
| McNamara Financial Services, Inc. | 9,081 | $45.80万 | 0.08% | 1,019 | 加仓 |
| FLAGSHIP HARBOR ADVISORS, LLC | 8,620 | $43.48万 | 0.02% | 475 | 加仓 |
| Allworth Financial LP | 8,302 | $41.87万 | 0.00% | 502 | 加仓 |
| JANE STREET GROUP, LLC | 8,061 | $40.66万 | 0.00% | -39,607 | 减仓 |
| Ally Invest Advisors Inc. | 6,184 | $31.19万 | 0.02% | 459 | 加仓 |
| Prime Capital Investment Advisors, LLC | 6,158 | $31.06万 | 0.00% | 6,158 | 新建仓 |
| Xena Financial Planning, LLC | 6,015 | $30.34万 | 0.29% | -1,578 | 减仓 |
| WealthPlan Investment Management, LLC | 5,733 | $28.92万 | 0.01% | -3,469 | 减仓 |
| WINCAP FINANCIAL LLC | 5,250 | $26.48万 | 0.14% | 0 | 不变 |
| TBH Global Asset Management, LLC | 5,220 | $26.33万 | 0.05% | 5,220 | 新建仓 |
| Merit Financial Group, LLC | 4,930 | $24.87万 | 0.00% | 176 | 加仓 |
| FIFTH THIRD BANCORP | 4,807 | $24.25万 | 0.00% | 0 | 不变 |
| GGM Financial LLC | 4,592 | $23.16万 | 0.09% | 2,794 | 加仓 |
| IFP Advisors, Inc | 4,086 | $20.61万 | 0.00% | 782 | 加仓 |
| Apollon Wealth Management, LLC | 4,036 | $20.36万 | 0.00% | 4,036 | 新建仓 |
| MORGAN STANLEY | 3,709 | $18.71万 | 0.00% | 0 | 不变 |
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 🔒