JMTG J P MORGAN EXCHANGE TRADED F
MORTGAGE BACKED
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 | 168 | 121,873,983 | $61.84亿 | 18 | 68 | 54 | 20 | -$1,932.05万 |
| 2026Q1 | 170 | 123,687,877 | $63.01亿 | 16 | 69 | 47 | 13 | $3.50亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| JPMORGAN CHASE & CO | 加仓 | $4.21亿 |
| JOHNSON INVESTMENT COUNSEL INC | 新建仓 | $8,024.99万 |
| NorthRock Partners, LLC | 加仓 | $3,432.13万 |
| Tortoise Investment Management, LLC | 加仓 | $2,940.55万 |
| Acropolis Investment Management, LLC | 加仓 | $1,840.88万 |
| BlueStem Wealth Partners, LLC | 加仓 | $985.66万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $952.12万 |
| HighPoint Advisor Group LLC | 加仓 | $917.73万 |
| Curi Capital, LLC | 加仓 | $867.32万 |
| INVENIO WEALTH PARTNERS LLC | 新建仓 | $823.28万 |
| SSI INVESTMENT MANAGEMENT LLC | 加仓 | $780.13万 |
| Hamilton Capital, LLC | 加仓 | $756.91万 |
| Envestnet Portfolio Solutions, Inc. | 加仓 | $575.13万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $547.05万 |
| First National Trust Co | 加仓 | $528.60万 |
| Kestra Advisory Services, LLC | 加仓 | $453.07万 |
| Central Pacific Bank - Trust Division | 加仓 | $337.85万 |
| Sanctuary Advisors, LLC | 加仓 | $327.05万 |
| CITIZENS FINANCIAL GROUP INC/RI | 新建仓 | $265.18万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $228.78万 |
2026Q1 卖出最多
| AMERIPRISE FINANCIAL INC | 减仓 | -$7,846.75万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$5,663.35万 |
| MORGAN STANLEY | 减仓 | -$4,880.36万 |
| M&T Bank Corp | 减仓 | -$4,537.74万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$3,420.03万 |
| HSBC HOLDINGS PLC | 减仓 | -$3,269.86万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$1,402.36万 |
| LPL Financial LLC | 减仓 | -$1,213.92万 |
| UBS Group AG | 减仓 | -$552.72万 |
| BANK OF MONTREAL /CAN/ | 减仓 | -$488.57万 |
| Abacus Planning Group, Inc. | 减仓 | -$406.41万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$207.00万 |
| NewEdge Advisors, LLC | 减仓 | -$204.81万 |
| JANE STREET GROUP, LLC | 重新持有 | -$194.18万 |
| Keel Point, LLC | 清仓 | -$165.31万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$126.35万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$73.87万 |
| Corient Private Wealth LP | 清仓 | -$68.83万 |
| &PARTNERS | 减仓 | -$52.56万 |
| SkyView Investment Advisors, LLC | 减仓 | -$50.17万 |
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 | 48,784,969 | $24.81亿 | 0.16% | 8,271,650 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 14,321,564 | $7.30亿 | 0.05% | -274,973 | 减仓 |
| NorthRock Partners, LLC | 9,745,400 | $4.97亿 | 7.87% | 672,967 | 加仓 |
| MORGAN STANLEY | 5,564,383 | $2.84亿 | 0.02% | -956,933 | 减仓 |
| LPL Financial LLC | 4,776,890 | $2.44亿 | 0.06% | -238,024 | 减仓 |
| Hamilton Capital, LLC | 3,798,327 | $1.94亿 | 10.04% | 148,413 | 加仓 |
| AMERIPRISE FINANCIAL INC | 3,573,357 | $1.82亿 | 0.04% | -1,538,115 | 减仓 |
| M&T Bank Corp | 3,346,040 | $1.71亿 | 0.58% | -889,752 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,860,571 | $9,472.17万 | 0.19% | -1,112,425 | 减仓 |
| Acropolis Investment Management, LLC | 1,725,651 | $8,800.82万 | 3.89% | 360,957 | 加仓 |
| JOHNSON INVESTMENT COUNSEL INC | 1,573,528 | $8,024.99万 | 0.65% | 1,573,528 | 新建仓 |
| BAILARD, INC. | 1,456,163 | $7,426.43万 | 1.71% | 5,659 | 加仓 |
| Avalon Trust Co | 1,337,102 | $6,819.22万 | 4.70% | 5,678 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 1,016,192 | $5,182.58万 | 0.09% | 30,437 | 加仓 |
| Kestra Advisory Services, LLC | 998,266 | $5,091.16万 | 0.19% | 88,838 | 加仓 |
| SkyView Investment Advisors, LLC | 978,758 | $4,991.00万 | 6.71% | -9,839 | 减仓 |
| HSBC HOLDINGS PLC | 978,036 | $4,987.98万 | 0.03% | -641,150 | 减仓 |
| Ocean Park Asset Management, LLC | 900,978 | $4,594.99万 | 2.65% | 0 | 不变 |
| OneDigital Investment Advisors LLC | 889,486 | $4,536.38万 | 0.44% | 12,150 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 871,411 | $4,444.20万 | 0.11% | 33,624 | 加仓 |
| First National Trust Co | 841,662 | $4,292.48万 | 1.46% | 103,648 | 加仓 |
| Goelzer Investment Management, Inc. | 819,602 | $4,179.97万 | 2.02% | 10,116 | 加仓 |
| Bill Few Associates, Inc. | 776,776 | $3,961.56万 | 9.49% | 18,242 | 加仓 |
| BlueStem Wealth Partners, LLC | 731,209 | $3,729.17万 | 4.14% | 193,267 | 加仓 |
| Curi Capital, LLC | 674,922 | $3,442.10万 | 0.61% | 170,062 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 664,545 | $3,389.18万 | 0.01% | -24,775 | 减仓 |
| Tortoise Investment Management, LLC | 615,239 | $3,137.72万 | 2.59% | 576,579 | 加仓 |
| FIRST NATIONAL BANK SIOUX FALLS | 611,824 | $3,124.59万 | 8.55% | 30,460 | 加仓 |
| Sanctuary Advisors, LLC | 558,295 | $2,847.30万 | 0.15% | 64,127 | 加仓 |
| Focus Partners Wealth | 545,471 | $2,781.90万 | 0.03% | 40,803 | 加仓 |
| WELLS FARGO & COMPANY/MN | 528,194 | $2,693.79万 | 0.01% | 44,858 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 499,767 | $2,548.81万 | 0.01% | 186,690 | 加仓 |
| FARMERS TRUST CO | 488,983 | $2,493.81万 | 3.91% | 17,086 | 加仓 |
| Abacus Planning Group, Inc. | 467,791 | $2,385.73万 | 3.21% | -79,689 | 减仓 |
| HighPoint Advisor Group LLC | 448,811 | $2,288.94万 | 0.96% | 179,947 | 加仓 |
| Bank of New York Mellon Corp | 351,606 | $1,793.19万 | 0.00% | 39,882 | 加仓 |
| Choice Wealth Advisors LLC | 324,586 | $1,655.39万 | 6.50% | 8,913 | 加仓 |
| SSI INVESTMENT MANAGEMENT LLC | 308,708 | $1,574.41万 | 0.77% | 152,967 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 297,280 | $1,516.13万 | 0.02% | -670,593 | 减仓 |
| Modern Wealth Management, LLC | 273,763 | $1,391.54万 | 0.24% | -3,504 | 减仓 |
| TrustBank | 259,677 | $1,324.35万 | 5.14% | 8,085 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 260,303 | $1,314.94万 | 0.01% | 32,625 | 加仓 |
| STIFEL FINANCIAL CORP | 254,933 | $1,300.14万 | 0.01% | 7,768 | 加仓 |
| BANK OF MONTREAL /CAN/ | 209,775 | $1,069.85万 | 0.00% | -95,798 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 193,982 | $989.31万 | 0.05% | 112,770 | 加仓 |
| INVENIO WEALTH PARTNERS LLC | 161,427 | $823.28万 | 3.27% | 161,427 | 新建仓 |
| Beverly Hills Private Wealth, LLC | 149,776 | $763.86万 | 1.27% | 14,855 | 加仓 |
| Equitable Holdings, Inc. | 146,202 | $745.63万 | 0.05% | 6,533 | 加仓 |
| UBS Group AG | 144,623 | $737.58万 | 0.00% | -108,377 | 减仓 |
| Central Pacific Bank - Trust Division | 135,295 | $690.00万 | 0.88% | 66,245 | 加仓 |
内部人交易（Form 4）
JMTG 董事、高管和大股东的最新买卖申报。专业版可看 🔒