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 🔒 | ||||||||
2026Q1 买入最多
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 新建仓 | $4.00亿 |
| Savant Capital, LLC | 加仓 | $1.34亿 |
| WELLS FARGO & COMPANY/MN | 加仓 | $9,320.83万 |
| Arkadios Wealth Advisors | 加仓 | $4,160.93万 |
| Sequoia Financial Advisors, LLC | 加仓 | $3,645.80万 |
| Resonant Capital Advisors, LLC | 新建仓 | $2,498.69万 |
| True North Advisors, LLC | 新建仓 | $2,393.82万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $2,364.99万 |
| Apollon Wealth Management, LLC | 加仓 | $1,880.97万 |
| Pearl Planning LLC | 新建仓 | $1,649.98万 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 加仓 | $1,647.88万 |
| MORGAN STANLEY | 加仓 | $1,586.13万 |
| HighTower Advisors, LLC | 加仓 | $1,543.09万 |
| Clear Trail Advisors, LLC | 新建仓 | $1,371.84万 |
| PARK AVENUE SECURITIES LLC | 加仓 | $1,250.73万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,227.89万 |
| HARBOR ADVISORY CORP /MA/ | 新建仓 | $1,209.88万 |
| HBW ADVISORY SERVICES LLC | 加仓 | $1,108.74万 |
| FAGAN ASSOCIATES, INC. | 加仓 | $1,098.61万 |
| PLANNING DIRECTIONS INC | 新建仓 | $1,059.30万 |
2026Q1 卖出最多
| JPMORGAN CHASE & CO | 减仓 | -$4,745.01万 |
| Vigilare Wealth Management | 减仓 | -$1,683.05万 |
| Rockefeller Capital Management L.P. | 减仓 | -$1,137.39万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$746.08万 |
| Vestmark Advisory Solutions, Inc. | 减仓 | -$516.82万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$456.20万 |
| Farther Finance Advisors, LLC | 减仓 | -$436.52万 |
| VICUS CAPITAL | 清仓 | -$353.17万 |
| Janney Montgomery Scott LLC | 减仓 | -$344.54万 |
| Enclave Advisors LLC | 减仓 | -$273.16万 |
| MorganRosel Wealth Management, LLC | 减仓 | -$259.01万 |
| Visionary Wealth Advisors | 减仓 | -$250.46万 |
| Kingsview Wealth Management, LLC | 减仓 | -$189.99万 |
| Kovack Advisors, Inc. | 减仓 | -$173.75万 |
| TBH Global Asset Management, LLC | 重新持有 | -$171.78万 |
| DAYMARK WEALTH PARTNERS, LLC | 减仓 | -$158.51万 |
| J.W. COLE ADVISORS, INC. | 减仓 | -$151.21万 |
| CWM, LLC | 减仓 | -$141.76万 |
| TRUIST FINANCIAL CORP | 减仓 | -$118.97万 |
| Savvy Advisors, Inc. | 减仓 | -$110.75万 |
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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8,679,689 | $4.00亿 | 0.06% | 8,679,689 | 新建仓 |
| MORGAN STANLEY | 7,134,311 | $3.29亿 | 0.02% | 344,287 | 加仓 |
| JPMORGAN CHASE & CO | 6,698,452 | $3.08亿 | 0.02% | -1,032,871 | 减仓 |
| Savant Capital, LLC | 6,431,394 | $2.96亿 | 1.43% | 2,898,914 | 加仓 |
| Sequoia Financial Advisors, LLC | 6,383,524 | $2.94亿 | 1.64% | 791,361 | 加仓 |
| WELLS FARGO & COMPANY/MN | 5,782,305 | $2.66亿 | 0.05% | 2,023,188 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 3,616,685 | $1.67亿 | 0.01% | 513,347 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,602,855 | $1.20亿 | 0.03% | 61,379 | 加仓 |
| Waverly Advisors, LLC | 2,491,534 | $1.15亿 | 0.86% | 215,345 | 加仓 |
| ROYAL BANK OF CANADA | 2,287,927 | $1.05亿 | 0.02% | 123,329 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,735,652 | $7,996.15万 | 0.02% | 266,528 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,643,821 | $7,574.82万 | 0.11% | 163,464 | 加仓 |
| Southern Financial Group, LLC | 1,349,253 | $6,216.01万 | 17.37% | 41,516 | 加仓 |
| Arkadios Wealth Advisors | 1,203,036 | $5,542.39万 | 0.90% | 903,176 | 加仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 1,127,724 | $5,195.42万 | 1.28% | 64,239 | 加仓 |
| Syntegra Private Wealth Group, LLC | 1,103,819 | $5,085.30万 | 4.83% | 21,838 | 加仓 |
| Williams Financial, LLC | 1,051,067 | $4,842.27万 | 28.19% | -2,635 | 减仓 |
| Janney Montgomery Scott LLC | 1,034,259 | $4,764.80万 | 0.12% | -74,786 | 减仓 |
| Hilton Capital Management, LLC | 969,267 | $4,465.42万 | 3.37% | 41,605 | 加仓 |
| D'Orazio & Associates, Inc. | 946,406 | $4,360.09万 | 5.65% | 12,777 | 加仓 |
| Wagner Wealth Management, LLC | 905,261 | $4,170.54万 | 8.42% | 31,186 | 加仓 |
| Rockefeller Capital Management L.P. | 885,099 | $4,077.65万 | 0.07% | -246,882 | 减仓 |
| Enclave Advisors LLC | 878,087 | $4,045.35万 | 5.55% | -59,292 | 减仓 |
| TRUIST FINANCIAL CORP | 809,994 | $3,731.64万 | 0.05% | -25,823 | 减仓 |
| Diversified Enterprises, LLC | 793,208 | $3,654.31万 | 1.99% | 33,443 | 加仓 |
| Cetera Investment Advisers | 733,690 | $3,380.11万 | 0.04% | 182,265 | 加仓 |
| LPL Financial LLC | 721,310 | $3,323.08万 | 0.01% | 68,651 | 加仓 |
| Cornerstone Advisory, LLC | 688,590 | $3,172.33万 | 3.00% | 55,746 | 加仓 |
| Capital Advisors Wealth Management, LLC | 656,955 | $3,026.59万 | 4.06% | 8,225 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 637,188 | $2,935.53万 | 0.04% | 60,408 | 加仓 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 601,468 | $2,770.96万 | 2.73% | 80,635 | 加仓 |
| Wealthcare Advisory Partners LLC | 595,211 | $2,742.14万 | 0.53% | 62,426 | 加仓 |
| Lineweaver Wealth Advisors, LLC | 584,811 | $2,694.22万 | 3.63% | 34,637 | 加仓 |
| KINTRA WEALTH, LLC | 577,197 | $2,659.15万 | 1.88% | 216,928 | 加仓 |
| Scott Capital Advisors, LLC | 572,035 | $2,635.37万 | 5.34% | 17,583 | 加仓 |
| NewEdge Wealth, LLC | 567,053 | $2,612.41万 | 0.31% | 32,638 | 加仓 |
| STIFEL FINANCIAL CORP | 555,971 | $2,561.36万 | 0.02% | 18,712 | 加仓 |
| Confluence Wealth Services, Inc. | 555,847 | $2,560.79万 | 0.99% | 97,788 | 加仓 |
| D.A. DAVIDSON & CO. | 551,927 | $2,542.73万 | 0.15% | 41,504 | 加仓 |
| Armor Investment Advisors, LLC | 543,115 | $2,502.13万 | 9.02% | 194,198 | 加仓 |
| Resonant Capital Advisors, LLC | 542,367 | $2,498.69万 | 1.31% | 542,367 | 新建仓 |
| Planned Solutions, Inc. | 533,069 | $2,455.85万 | 8.04% | 13,568 | 加仓 |
| Longview Financial Advisors LLC | 520,045 | $2,395.85万 | 13.02% | 8,579 | 加仓 |
| True North Advisors, LLC | 519,605 | $2,393.82万 | 2.73% | 519,605 | 新建仓 |
| TPG Financial Advisors, LLC | 519,386 | $2,392.81万 | 7.78% | 21,552 | 加仓 |
| Visionary Wealth Advisors | 507,149 | $2,336.44万 | 1.03% | -54,364 | 减仓 |
| NavPoint Financial, Inc. | 498,900 | $2,298.43万 | 9.29% | 38,124 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 482,437 | $2,222.60万 | 0.40% | 27,663 | 加仓 |
| Schneider Downs Wealth Management Advisors, LP | 473,032 | $2,179.26万 | 2.40% | 61,420 | 加仓 |
| ELEMENT POINTE ADVISORS, LLC | 472,900 | $2,178.65万 | 4.11% | 9,699 | 加仓 |
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 🔒