JPME J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
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 | 106 | 2,483,595 | $3.09亿 | 5 | 36 | 36 | 11 | $1,499.53万 |
| 2026Q1 | 110 | 2,354,581 | $2.69亿 | 13 | 34 | 35 | 5 | -$1,163.66万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Equitable Holdings, Inc. | 新建仓 | $275.61万 |
| Modern Wealth Management, LLC | 新建仓 | $252.32万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $252.01万 |
| HighTower Advisors, LLC | 加仓 | $191.07万 |
| OSAIC HOLDINGS, INC. | 加仓 | $129.05万 |
| LPL Financial LLC | 加仓 | $68.65万 |
| Manske Wealth Management | 加仓 | $57.31万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $48.82万 |
| Summit Financial, LLC | 新建仓 | $44.31万 |
| Advyzon Investment Management, LLC | 加仓 | $35.37万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $34.19万 |
| Janney Montgomery Scott LLC | 新建仓 | $27.10万 |
| Gateway Wealth Partners, LLC | 新建仓 | $22.62万 |
| OneDigital Investment Advisors LLC | 加仓 | $18.30万 |
| Cetera Investment Advisers | 加仓 | $15.23万 |
| JANE STREET GROUP, LLC | 重新持有 | $12.62万 |
| ROYAL BANK OF CANADA | 加仓 | $12.38万 |
| GOLDMAN SACHS GROUP INC | 重新持有 | $11.91万 |
| US BANCORP \DE\ | 新建仓 | $11.85万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $10.89万 |
2026Q1 卖出最多
| Dynamic Advisor Solutions LLC | 减仓 | -$1,531.04万 |
| MORGAN STANLEY | 减仓 | -$401.38万 |
| Sanctuary Advisors, LLC | 减仓 | -$168.65万 |
| CITADEL ADVISORS LLC | 减仓 | -$86.60万 |
| STIFEL FINANCIAL CORP | 减仓 | -$76.86万 |
| TWO SIGMA INVESTMENTS, LP | 清仓 | -$76.06万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$66.54万 |
| LWM Advisory Services, LLC | 减仓 | -$64.55万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$44.38万 |
| N.E.W. Advisory Services LLC | 减仓 | -$38.61万 |
| Cerity Partners LLC | 减仓 | -$22.75万 |
| ProCore Advisors, LLC | 清仓 | -$22.62万 |
| CARY STREET PARTNERS FINANCIAL LLC | 清仓 | -$21.61万 |
| Trilogy Capital Inc. | 减仓 | -$20.83万 |
| RVW Wealth, LLC | 减仓 | -$19.84万 |
| Empirical Asset Management, LLC | 减仓 | -$14.77万 |
| 1900 WEALTH MANAGEMENT LLC | 减仓 | -$13.74万 |
| Gallacher Capital Management LLC | 减仓 | -$13.73万 |
| CreativeOne Wealth, LLC | 减仓 | -$12.45万 |
| Kestra Advisory Services, LLC | 减仓 | -$11.76万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 411,437 | $4,712.22万 | 0.00% | -35,046 | 减仓 |
| HighTower Advisors, LLC | 355,257 | $4,068.84万 | 0.04% | 16,683 | 加仓 |
| LPL Financial LLC | 250,776 | $2,872.13万 | 0.01% | 5,994 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 133,463 | $1,508.00万 | 0.01% | 22,304 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 123,160 | $1,410.60万 | 0.04% | 53 | 加仓 |
| APPLETON PARTNERS INC/MA | 92,579 | $1,060.30万 | 0.74% | 837 | 加仓 |
| Cerity Partners LLC | 92,474 | $1,059.11万 | 0.01% | -1,986 | 减仓 |
| RVW Wealth, LLC | 63,630 | $728.75万 | 0.57% | -1,732 | 减仓 |
| Manske Wealth Management | 59,844 | $685.39万 | 1.92% | 5,004 | 加仓 |
| Sanctuary Advisors, LLC | 54,638 | $625.77万 | 0.03% | -14,725 | 减仓 |
| ROYAL BANK OF CANADA | 54,599 | $625.30万 | 0.00% | 1,081 | 加仓 |
| 1900 WEALTH MANAGEMENT LLC | 46,344 | $530.78万 | 0.34% | -1,200 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 34,342 | $393.32万 | 0.00% | -3,875 | 减仓 |
| OSAIC HOLDINGS, INC. | 29,633 | $339.65万 | 0.00% | 11,259 | 加仓 |
| Equitable Holdings, Inc. | 24,064 | $275.61万 | 0.02% | 24,064 | 新建仓 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 22,890 | $262.16万 | 2.32% | 173 | 加仓 |
| Modern Wealth Management, LLC | 21,930 | $252.32万 | 0.04% | 21,930 | 新建仓 |
| Dynamic Advisor Solutions LLC | 19,971 | $228.73万 | 0.07% | -133,681 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 19,667 | $225.25万 | 0.00% | 599 | 加仓 |
| Private Advisor Group, LLC | 19,227 | $220.20万 | 0.01% | 212 | 加仓 |
| KWB Wealth | 19,504 | $211.93万 | 0.21% | 0 | 不变 |
| Advyzon Investment Management, LLC | 18,463 | $211.46万 | 0.19% | 3,088 | 加仓 |
| Trilogy Capital Inc. | 18,022 | $206.41万 | 0.09% | -1,819 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 17,881 | $204.79万 | 0.00% | -5,810 | 减仓 |
| CreativeOne Wealth, LLC | 15,759 | $180.48万 | 0.04% | -1,087 | 减仓 |
| STIFEL FINANCIAL CORP | 15,678 | $179.56万 | 0.00% | -6,711 | 减仓 |
| Cassilly Financial Group LLC | 15,627 | $178.97万 | 1.55% | 292 | 加仓 |
| Empirical Asset Management, LLC | 14,887 | $170.50万 | 0.44% | -1,290 | 减仓 |
| Apella Capital, LLC | 11,610 | $140.21万 | 0.02% | -295 | 减仓 |
| Gallacher Capital Management LLC | 12,133 | $138.96万 | 0.53% | -1,199 | 减仓 |
| Kestra Advisory Services, LLC | 11,559 | $132.39万 | 0.01% | -1,027 | 减仓 |
| JOURNEY STRATEGIC WEALTH LLC | 11,353 | $130.02万 | 0.03% | 113 | 加仓 |
| Archford Capital Strategies, LLC | 10,693 | $122.47万 | 0.14% | 0 | 不变 |
| Goldstein Advisors, LLC | 10,626 | $121.70万 | 0.14% | 82 | 加仓 |
| LWM Advisory Services, LLC | 10,474 | $119.96万 | 1.28% | -5,636 | 减仓 |
| FSM Wealth Advisors, LLC | 10,132 | $116.04万 | 0.15% | 92 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 10,004 | $114.58万 | 0.02% | 2,985 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9,837 | $112.66万 | 0.00% | 951 | 加仓 |
| Richard P Slaughter Associates Inc | 9,185 | $105.20万 | 0.23% | -101 | 减仓 |
| GOLDMAN SACHS GROUP INC | 8,600 | $98.50万 | 0.00% | 1,040 | 重新持有 |
| CHOREO, LLC | 8,191 | $93.81万 | 0.01% | 0 | 不变 |
| Cetera Investment Advisers | 7,493 | $85.82万 | 0.00% | 1,330 | 加仓 |
| JPMORGAN CHASE & CO | 7,228 | $81.33万 | 0.00% | -145 | 减仓 |
| AMERIPRISE FINANCIAL INC | 6,872 | $79.42万 | 0.00% | 4,224 | 加仓 |
| CITADEL ADVISORS LLC | 6,788 | $77.74万 | 0.00% | -7,561 | 减仓 |
| LANDMARK WEALTH MANAGEMENT, INC. | 6,518 | $74.64万 | 0.28% | 0 | 不变 |
| BLUEDOOR PRIVATE WEALTH, LLC | 6,084 | $69.68万 | 0.32% | -232 | 减仓 |
| Cosner Financial Group, LLC | 6,009 | $68.82万 | 0.38% | -204 | 减仓 |
| COMPASS CAPITAL MANAGEMENT, INC | 5,320 | $60.93万 | 0.04% | 0 | 不变 |
| CPWA, LLC | 4,918 | $59.53万 | 0.68% | — | — |
内部人交易(Form 4)
JPME 董事、高管和大股东的最新买卖申报。专业版可看 🔒