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 🔒 | ||||||||
2026Q1 买入最多
| Oasis Advisors, LLC | 加仓 | $6,799.66万 |
| CITADEL ADVISORS LLC | 新建仓 | $2,585.20万 |
| CWM, LLC | 加仓 | $2,182.85万 |
| HB Wealth Management, LLC | 加仓 | $1,907.01万 |
| NorthRock Partners, LLC | 加仓 | $1,566.78万 |
| BAILARD, INC. | 加仓 | $1,479.22万 |
| Resonant Capital Advisors, LLC | 加仓 | $1,464.27万 |
| Prime Capital Investment Advisors, LLC | 新建仓 | $1,457.22万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $1,161.52万 |
| Integrated Wealth Concepts LLC | 加仓 | $1,020.80万 |
| AlphaCore Capital LLC | 加仓 | $951.01万 |
| Bank of New York Mellon Corp | 加仓 | $825.08万 |
| Red Door Wealth Management, LLC | 加仓 | $818.24万 |
| Dynasty Wealth Management, LLC | 加仓 | $687.10万 |
| Cerity Partners LLC | 加仓 | $598.72万 |
| TFO Wealth Partners, LLC | 加仓 | $587.44万 |
| Rockefeller Capital Management L.P. | 加仓 | $582.00万 |
| Apex Wealth Management, LLC | 加仓 | $567.73万 |
| Boulder Wealth Advisors, LLC | 加仓 | $562.50万 |
| Independent Advisor Alliance | 新建仓 | $556.17万 |
2026Q1 卖出最多
| GRIMES & Co WEALTH MANAGEMENT, LLC | 减仓 | -$5,151.64万 |
| Corient Private Wealth LP | 减仓 | -$4,601.35万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$4,454.05万 |
| Interchange Capital Partners, LLC | 减仓 | -$2,721.54万 |
| JPMORGAN CHASE & CO | 减仓 | -$1,804.67万 |
| FSM Wealth Advisors, LLC | 减仓 | -$703.17万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$700.66万 |
| SOL Capital Management CO | 清仓 | -$610.60万 |
| Insight Advisors, LLC/ PA | 减仓 | -$587.09万 |
| Tortoise Investment Management, LLC | 减仓 | -$535.90万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$495.95万 |
| Wealth Alliance Advisory Group, LLC | 清仓 | -$476.94万 |
| One Capital Management, LLC | 减仓 | -$421.36万 |
| MY Wealth Management Inc. | 减仓 | -$411.46万 |
| Bridgewater Advisors Inc. | 减仓 | -$316.79万 |
| Elequin Capital, LP | 减仓 | -$294.96万 |
| Evergreen Wealth Partners LLC | 清仓 | -$288.21万 |
| Diversified Portfolios, Inc. | 减仓 | -$276.53万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$265.41万 |
| Goelzer Investment Management, Inc. | 减仓 | -$264.28万 |
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 4,184,621 | $2.13亿 | 0.02% | 227,838 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,875,844 | $1.98亿 | 0.12% | -97,284 | 减仓 |
| LPL Financial LLC | 3,079,282 | $1.57亿 | 0.04% | 54,986 | 加仓 |
| HB Wealth Management, LLC | 2,551,982 | $1.30亿 | 0.84% | 374,070 | 加仓 |
| Resonant Capital Advisors, LLC | 1,719,248 | $8,764.72万 | 4.60% | 287,225 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,552,212 | $7,913.18万 | 0.01% | 70,284 | 加仓 |
| NorthRock Partners, LLC | 1,491,349 | $7,602.90万 | 1.20% | 307,333 | 加仓 |
| FMR LLC | 1,382,387 | $7,047.41万 | 0.00% | 618 | 加仓 |
| Oasis Advisors, LLC | 1,379,331 | $7,031.83万 | 1.61% | 1,333,789 | 加仓 |
| Bank of New York Mellon Corp | 1,261,630 | $6,431.79万 | 0.01% | 161,844 | 加仓 |
| Salomon & Ludwin, LLC | 1,189,881 | $6,089.69万 | 5.44% | 17,811 | 加仓 |
| UBS Group AG | 1,035,898 | $5,281.01万 | 0.01% | -12,222 | 减仓 |
| JPMORGAN CHASE & CO | 985,111 | $5,021.12万 | 0.00% | -354,065 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 942,824 | $4,806.51万 | 0.01% | 48,711 | 加仓 |
| Mariner, LLC | 887,995 | $4,527.00万 | 0.05% | -942 | 减仓 |
| Corient Private Wealth LP | 883,843 | $4,505.83万 | 0.06% | -902,579 | 减仓 |
| CWM, LLC | 781,688 | $3,985.05万 | 0.10% | 428,177 | 加仓 |
| AlphaCore Capital LLC | 769,357 | $3,922.18万 | 0.93% | 186,546 | 加仓 |
| WEATHERLY ASSET MANAGEMENT L. P. | 726,586 | $3,704.13万 | 3.00% | 18,950 | 加仓 |
| OSAIC HOLDINGS, INC. | 720,781 | $3,674.63万 | 0.05% | 63,325 | 加仓 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 648,605 | $3,306.59万 | 0.49% | 30,721 | 加仓 |
| ROYAL BANK OF CANADA | 644,321 | $3,284.70万 | 0.01% | 52,593 | 加仓 |
| Cerity Partners LLC | 642,610 | $3,276.03万 | 0.05% | 117,442 | 加仓 |
| Bridgewater Advisors Inc. | 627,358 | $3,192.00万 | 1.87% | -62,262 | 减仓 |
| Integrated Wealth Concepts LLC | 613,082 | $3,125.49万 | 0.25% | 200,236 | 加仓 |
| Sage Mountain Advisors LLC | 546,566 | $2,786.39万 | 1.95% | -43,434 | 减仓 |
| CWA Asset Management Group, LLC | 542,113 | $2,763.69万 | 0.94% | 101,234 | 加仓 |
| KEYBANK NATIONAL ASSOCIATION/OH | 535,783 | $2,731.42万 | 0.10% | 2,361 | 加仓 |
| HighTower Advisors, LLC | 532,314 | $2,713.74万 | 0.03% | 65,738 | 加仓 |
| WCG Wealth Advisors LLC | 525,958 | $2,681.33万 | 0.75% | 32,908 | 加仓 |
| Global Wealth Management, LLC | 522,708 | $2,664.77万 | 14.53% | 6 | 加仓 |
| Trust Co | 520,494 | $2,653.48万 | 2.49% | 16,637 | 加仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 511,534 | $2,607.80万 | 0.38% | 49,144 | 加仓 |
| CITADEL ADVISORS LLC | 507,100 | $2,585.20万 | 0.00% | 507,100 | 新建仓 |
| FSM Wealth Advisors, LLC | 477,125 | $2,432.38万 | 3.13% | -137,930 | 减仓 |
| TFO Wealth Partners, LLC | 457,941 | $2,334.58万 | 3.17% | 115,230 | 加仓 |
| Focus Partners Wealth | 453,805 | $2,325.01万 | 0.03% | -39,714 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 432,829 | $2,206.60万 | 0.06% | -288 | 减仓 |
| Global Strategic Investment Solutions, LLC | 420,940 | $2,145.95万 | 2.09% | -11,264 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 420,648 | $2,143.62万 | 0.01% | 98,415 | 加仓 |
| Cetera Investment Advisers | 412,268 | $2,101.74万 | 0.02% | 19,463 | 加仓 |
| FRANKLIN RESOURCES INC | 394,694 | $2,012.15万 | 0.00% | 74,845 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 393,842 | $2,005.05万 | 0.04% | -874,889 | 减仓 |
| AXXCESS WEALTH MANAGEMENT, LLC | 383,264 | $1,953.88万 | 0.63% | 59,934 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 382,502 | $1,949.99万 | 0.03% | 16,179 | 加仓 |
| Dynasty Wealth Management, LLC | 368,775 | $1,880.01万 | 0.16% | 134,779 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 361,254 | $1,841.67万 | 0.03% | 23,553 | 加仓 |
| Capital Asset Advisory Services LLC | 348,929 | $1,777.79万 | 0.68% | 67,055 | 加仓 |
| BAILARD, INC. | 336,927 | $1,717.65万 | 0.39% | 290,156 | 加仓 |
| Rockefeller Capital Management L.P. | 329,726 | $1,680.95万 | 0.03% | 114,162 | 加仓 |
内部人交易（Form 4）
JMST 董事、高管和大股东的最新买卖申报。专业版可看 🔒