JMST J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
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 | 561 | 70,441,474 | $35.89亿 | 33 | 255 | 188 | 30 | $9,189.87万 |
| 2026Q1 | 556 | 69,455,501 | $35.41亿 | 44 | 254 | 178 | 30 | $1.23亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| BAILARD, INC. | 加仓 | $4,131.47万 |
| HB Wealth Management, LLC | 加仓 | $3,653.19万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $2,211.40万 |
| Bank of New York Mellon Corp | 加仓 | $1,534.05万 |
| JPMORGAN CHASE & CO | 加仓 | $1,092.27万 |
| Integrated Wealth Concepts LLC | 加仓 | $1,071.29万 |
| Rockefeller Capital Management L.P. | 加仓 | $883.18万 |
| Elequin Capital, LP | 加仓 | $787.43万 |
| Private Advisor Group, LLC | 加仓 | $734.49万 |
| Interchange Capital Partners, LLC | 加仓 | $718.65万 |
| SouthState Bank Corp | 加仓 | $709.50万 |
| Red Door Wealth Management, LLC | 加仓 | $688.41万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $664.23万 |
| Resonant Capital Advisors, LLC | 加仓 | $625.86万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $624.24万 |
| MY Wealth Management Inc. | 加仓 | $526.45万 |
| Clearstead Advisors, LLC | 新建仓 | $499.60万 |
| RPg Family Wealth Advisory, LLC | 加仓 | $450.76万 |
| DAVENPORT & Co LLC | 加仓 | $443.39万 |
| FRANKLIN RESOURCES INC | 加仓 | $437.75万 |
2026Q2 卖出最多
| Oasis Advisors, LLC | 减仓 | -$6,958.93万 |
| NorthRock Partners, LLC | 减仓 | -$4,225.35万 |
| CITADEL ADVISORS LLC | 减仓 | -$2,389.67万 |
| Mariner, LLC | 减仓 | -$1,396.18万 |
| Corient Private Wealth LP | 减仓 | -$1,294.21万 |
| Boulder Wealth Advisors, LLC | 减仓 | -$826.23万 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 减仓 | -$784.90万 |
| Syntegra Private Wealth Group, LLC | 减仓 | -$700.20万 |
| McNamara Financial Services, Inc. | 减仓 | -$561.87万 |
| Independent Advisor Alliance | 清仓 | -$556.17万 |
| Klingman & Associates, LLC | 减仓 | -$543.05万 |
| IF Advisors, LLC | 减仓 | -$453.90万 |
| Fiduciary Trust Co | 减仓 | -$432.39万 |
| WCG Wealth Advisors LLC | 减仓 | -$427.47万 |
| LAVELLE CAPITAL LP | 清仓 | -$400.09万 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 减仓 | -$350.53万 |
| Thrivent Financial for Lutherans | 减仓 | -$348.09万 |
| IMZ Advisory Inc | 减仓 | -$345.06万 |
| Wealthcare Advisory Partners LLC | 减仓 | -$294.55万 |
| ZWJ INVESTMENT COUNSEL INC | 减仓 | -$232.75万 |
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 4,618,229 | $2.36亿 | 0.02% | 433,608 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,833,193 | $1.95亿 | 0.10% | -42,651 | 减仓 |
| HB Wealth Management, LLC | 3,268,293 | $1.67亿 | 0.93% | 716,311 | 加仓 |
| LPL Financial LLC | 3,079,442 | $1.57亿 | 0.04% | 160 | 加仓 |
| Resonant Capital Advisors, LLC | 1,841,965 | $9,394.02万 | 4.49% | 122,717 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,577,056 | $8,042.99万 | 0.01% | 24,844 | 加仓 |
| Bank of New York Mellon Corp | 1,562,424 | $7,968.36万 | 0.01% | 300,794 | 加仓 |
| FMR LLC | 1,380,788 | $7,042.02万 | 0.00% | -1,599 | 减仓 |
| Salomon & Ludwin, LLC | 1,202,000 | $6,122.55万 | 5.04% | 12,119 | 加仓 |
| JPMORGAN CHASE & CO | 1,199,281 | $6,116.34万 | 0.00% | 214,170 | 加仓 |
| BAILARD, INC. | 1,147,099 | $5,849.63万 | 1.19% | 810,172 | 加仓 |
| UBS Group AG | 1,081,228 | $5,514.26万 | 0.01% | 45,330 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 960,457 | $4,898.33万 | 0.01% | 17,633 | 加仓 |
| Integrated Wealth Concepts LLC | 823,139 | $4,198.01万 | 0.20% | 210,057 | 加仓 |
| AlphaCore Capital LLC | 747,047 | $3,809.94万 | 0.70% | -22,310 | 减仓 |
| WEATHERLY ASSET MANAGEMENT L. P. | 727,451 | $3,710.00万 | 2.64% | 865 | 加仓 |
| OSAIC HOLDINGS, INC. | 716,864 | $3,656.17万 | 0.04% | -3,917 | 减仓 |
| ROYAL BANK OF CANADA | 710,261 | $3,622.40万 | 0.01% | 65,940 | 加仓 |
| Bridgewater Advisors Inc. | 678,796 | $3,451.34万 | 1.88% | 51,438 | 加仓 |
| NorthRock Partners, LLC | 662,850 | $3,380.54万 | 0.49% | -828,499 | 减仓 |
| Corient Private Wealth LP | 630,077 | $3,213.40万 | 0.04% | -253,766 | 减仓 |
| Mariner, LLC | 614,234 | $3,132.59万 | 0.03% | -273,761 | 减仓 |
| Cerity Partners LLC | 604,676 | $3,083.80万 | 0.04% | -37,934 | 减仓 |
| CWA Asset Management Group, LLC | 601,091 | $3,065.56万 | 0.93% | 58,978 | 加仓 |
| Sage Mountain Advisors LLC | 556,512 | $2,838.21万 | 1.75% | 9,946 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 543,104 | $2,768.58万 | 0.01% | 122,456 | 加仓 |
| KEYBANK NATIONAL ASSOCIATION/OH | 536,845 | $2,737.91万 | 0.09% | 1,062 | 加仓 |
| Trust Co | 532,294 | $2,714.70万 | 2.45% | 11,800 | 加仓 |
| Focus Partners Wealth | 524,475 | $2,674.82万 | 0.03% | 70,670 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 524,263 | $2,670.07万 | 0.04% | 130,421 | 加仓 |
| HighTower Advisors, LLC | 511,979 | $2,611.09万 | 0.03% | -20,335 | 减仓 |
| FSM Wealth Advisors, LLC | 508,803 | $2,594.89万 | 2.76% | 31,678 | 加仓 |
| Rockefeller Capital Management L.P. | 502,899 | $2,564.79万 | 0.04% | 173,173 | 加仓 |
| Global Wealth Management, LLC | 502,395 | $2,562.21万 | 13.05% | -20,313 | 减仓 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 494,703 | $2,522.99万 | 0.30% | -153,902 | 减仓 |
| TFO Wealth Partners, LLC | 492,234 | $2,510.39万 | 2.73% | 34,293 | 加仓 |
| FRANKLIN RESOURCES INC | 480,527 | $2,450.69万 | 0.01% | 85,833 | 加仓 |
| SouthState Bank Corp | 466,374 | $2,378.51万 | 0.99% | 139,118 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 463,734 | $2,365.00万 | 0.03% | 30,905 | 加仓 |
| Dynasty Wealth Management, LLC | 452,116 | $2,305.79万 | 0.17% | 83,341 | 加仓 |
| Cetera Investment Advisers | 446,304 | $2,276.15万 | 0.02% | 34,036 | 加仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 442,803 | $2,258.30万 | 0.30% | -68,731 | 减仓 |
| WCG Wealth Advisors LLC | 442,140 | $2,254.91万 | 0.53% | -83,818 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 411,148 | $2,096.86万 | 0.03% | 28,646 | 加仓 |
| Global Strategic Investment Solutions, LLC | 409,414 | $2,088.01万 | 1.85% | -11,526 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 397,053 | $2,024.97万 | 0.03% | 35,799 | 加仓 |
| Private Advisor Group, LLC | 381,476 | $1,945.53万 | 0.09% | 144,017 | 加仓 |
| Interchange Capital Partners, LLC | 359,911 | $1,835.55万 | 3.45% | 140,912 | 加仓 |
| Gradient Investments LLC | 356,845 | $1,819.91万 | 0.25% | 84,397 | 加仓 |
| AXXCESS WEALTH MANAGEMENT, LLC | 337,670 | $1,722.12万 | 0.27% | -45,594 | 减仓 |
内部人交易（Form 4）
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