JPIE J P MORGAN EXCHANGE TRADED F
INCOME ETF
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 | 476 | 128,795,276 | $59.33亿 | 56 | 260 | 109 | 28 | $6.98亿 |
| 2026Q1 | 446 | 113,474,618 | $52.28亿 | 63 | 263 | 86 | 26 | $11.21亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 加仓 | $2.16亿 |
| JPMORGAN CHASE & CO | 加仓 | $7,257.16万 |
| LPL Financial LLC | 加仓 | $6,219.37万 |
| Sequoia Financial Advisors, LLC | 加仓 | $3,443.61万 |
| Syntegra Private Wealth Group, LLC | 加仓 | $2,570.54万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $2,373.98万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $2,316.30万 |
| MEANS INVESTMENT CO., INC. | 新建仓 | $2,311.38万 |
| JANE STREET GROUP, LLC | 新建仓 | $2,075.87万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,279.75万 |
| KINTRA WEALTH, LLC | 加仓 | $1,246.91万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,038.61万 |
| Leverty Financial Group, LLC | 新建仓 | $1,033.01万 |
| Hilton Capital Management, LLC | 加仓 | $987.90万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $948.20万 |
| Independence Asset Advisors, LLC | 加仓 | $918.84万 |
| Legacy Edge Advisors, LLC | 加仓 | $890.39万 |
| Perigon Wealth Management, LLC | 加仓 | $865.92万 |
| Confluence Wealth Services, Inc. | 加仓 | $851.72万 |
| Waverly Advisors, LLC | 加仓 | $811.74万 |
2026Q2 卖出最多
| Arkadios Wealth Advisors | 减仓 | -$4,149.09万 |
| ROYAL BANK OF CANADA | 减仓 | -$1,812.72万 |
| Private Advisor Group, LLC | 减仓 | -$1,668.99万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$1,101.68万 |
| Savant Capital, LLC | 减仓 | -$992.88万 |
| OLD MISSION CAPITAL LLC | 清仓 | -$907.85万 |
| Horizon Investments, LLC | 减仓 | -$773.73万 |
| VanWeelden Wealth Management, LLC | 清仓 | -$707.38万 |
| CHOREO, LLC | 减仓 | -$564.43万 |
| Sovran Advisors, LLC | 减仓 | -$438.62万 |
| Geneos Wealth Management Inc. | 减仓 | -$437.08万 |
| RENAISSANCE TECHNOLOGIES LLC | 重新持有 | -$344.45万 |
| Patriot Financial Group Insurance Agency, LLC | 减仓 | -$332.64万 |
| NewEdge Wealth, LLC | 减仓 | -$327.98万 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 清仓 | -$272.42万 |
| Waterloo Capital, L.P. | 减仓 | -$262.04万 |
| Lineweaver Wealth Advisors, LLC | 减仓 | -$218.39万 |
| Medallion Wealth Advisors, LLC | 减仓 | -$213.23万 |
| Gallacher Capital Management LLC | 减仓 | -$199.26万 |
| True North Advisors, LLC | 减仓 | -$143.24万 |
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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13,379,994 | $6.16亿 | 0.08% | 4,700,305 | 加仓 |
| JPMORGAN CHASE & CO | 8,272,672 | $3.81亿 | 0.02% | 1,574,220 | 加仓 |
| MORGAN STANLEY | 7,308,659 | $3.37亿 | 0.02% | 174,348 | 加仓 |
| Sequoia Financial Advisors, LLC | 7,131,321 | $3.28亿 | 1.64% | 747,797 | 加仓 |
| WELLS FARGO & COMPANY/MN | 6,285,301 | $2.89亿 | 0.05% | 502,996 | 加仓 |
| Savant Capital, LLC | 6,215,784 | $2.86亿 | 0.84% | -215,610 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 4,132,207 | $1.90亿 | 0.01% | 515,522 | 加仓 |
| Waverly Advisors, LLC | 2,667,808 | $1.23亿 | 0.71% | 176,274 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,634,836 | $1.21亿 | 0.03% | 31,981 | 加仓 |
| LPL Financial LLC | 2,071,878 | $9,541.00万 | 0.02% | 1,350,568 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 2,013,557 | $9,272.43万 | 0.03% | 277,905 | 加仓 |
| ROYAL BANK OF CANADA | 1,894,283 | $8,723.10万 | 0.01% | -393,644 | 减仓 |
| OSAIC HOLDINGS, INC. | 1,726,054 | $7,950.38万 | 0.09% | 82,233 | 加仓 |
| Syntegra Private Wealth Group, LLC | 1,662,025 | $7,653.63万 | 5.93% | 558,206 | 加仓 |
| Southern Financial Group, LLC | 1,410,454 | $6,495.14万 | 16.58% | 61,201 | 加仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 1,225,072 | $5,641.46万 | 1.23% | 97,348 | 加仓 |
| Hilton Capital Management, LLC | 1,183,795 | $5,451.37万 | 3.71% | 214,528 | 加仓 |
| Janney Montgomery Scott LLC | 1,133,112 | $5,218.00万 | 0.10% | 98,853 | 加仓 |
| Williams Financial, LLC | 1,120,305 | $5,159.01万 | 26.66% | 69,238 | 加仓 |
| Wagner Wealth Management, LLC | 1,034,574 | $4,764.21万 | 8.81% | 129,313 | 加仓 |
| D'Orazio & Associates, Inc. | 991,357 | $4,565.20万 | 5.28% | 44,951 | 加仓 |
| Rockefeller Capital Management L.P. | 966,943 | $4,452.77万 | 0.07% | 81,844 | 加仓 |
| Enclave Advisors LLC | 960,511 | $4,423.15万 | 5.60% | 82,424 | 加仓 |
| TRUIST FINANCIAL CORP | 879,721 | $4,051.12万 | 0.05% | 69,727 | 加仓 |
| KINTRA WEALTH, LLC | 848,974 | $3,895.09万 | 2.04% | 271,777 | 加仓 |
| Cornerstone Advisory, LLC | 829,529 | $3,819.98万 | 3.17% | 140,939 | 加仓 |
| Diversified Enterprises, LLC | 822,163 | $3,786.06万 | 1.83% | 28,955 | 加仓 |
| Cetera Investment Advisers | 810,798 | $3,733.73万 | 0.03% | 77,108 | 加仓 |
| Confluence Wealth Services, Inc. | 740,802 | $3,411.39万 | 0.98% | 184,955 | 加仓 |
| Capital Advisors Wealth Management, LLC | 712,743 | $3,282.18万 | 3.85% | 55,788 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 688,506 | $3,170.60万 | 0.04% | 225,537 | 加仓 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 642,277 | $2,957.69万 | 2.56% | 40,809 | 加仓 |
| Legacy Edge Advisors, LLC | 637,747 | $2,936.82万 | 2.70% | 193,352 | 加仓 |
| Wealthcare Advisory Partners LLC | 630,709 | $2,904.41万 | 0.55% | 35,498 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 610,186 | $2,811.13万 | 0.01% | 205,817 | 加仓 |
| Scott Capital Advisors, LLC | 597,811 | $2,752.92万 | 4.31% | 25,776 | 加仓 |
| Armor Investment Advisors, LLC | 589,846 | $2,716.24万 | 8.71% | 46,731 | 加仓 |
| D.A. DAVIDSON & CO. | 582,072 | $2,680.45万 | 0.15% | 30,145 | 加仓 |
| STIFEL FINANCIAL CORP | 574,844 | $2,647.16万 | 0.02% | 18,873 | 加仓 |
| Longview Financial Advisors LLC | 571,553 | $2,632.00万 | 13.01% | 51,508 | 加仓 |
| Resonant Capital Advisors, LLC | 562,989 | $2,592.57万 | 1.24% | 20,622 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 549,852 | $2,532.03万 | 0.40% | 67,415 | 加仓 |
| Planned Solutions, Inc. | 544,008 | $2,505.16万 | 7.18% | 10,939 | 加仓 |
| Lineweaver Wealth Advisors, LLC | 537,386 | $2,474.66万 | 2.93% | -47,425 | 减仓 |
| Schneider Downs Wealth Management Advisors, LP | 533,150 | $2,455.16万 | 2.31% | 60,118 | 加仓 |
| TPG Financial Advisors, LLC | 526,755 | $2,425.71万 | 7.24% | 7,369 | 加仓 |
| NavPoint Financial, Inc. | 519,341 | $2,391.56万 | 8.86% | 20,441 | 加仓 |
| Certified Advisory Corp | 517,962 | $2,385.21万 | 1.92% | 45,492 | 加仓 |
| Visionary Wealth Advisors | 503,272 | $2,317.57万 | 0.92% | -3,877 | 减仓 |
| MEANS INVESTMENT CO., INC. | 501,929 | $2,311.38万 | 1.75% | 501,929 | 新建仓 |
内部人交易（Form 4）
JPIE 董事、高管和大股东的最新买卖申报。专业版可看 🔒