JVAL J P MORGAN EXCHANGE TRADED F
US VALUE FACTR
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 | 10,316,726 | $6.05亿 | 21 | 44 | 64 | 9 | $2,310.16万 |
| 2026Q1 | 155 | 11,502,846 | $5.62亿 | 19 | 48 | 51 | 6 | $8,317.26万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| LPL Financial LLC | 加仓 | $2,875.85万 |
| MORGAN STANLEY | 加仓 | $1,125.49万 |
| MERCER GLOBAL ADVISORS INC /ADV | 新建仓 | $602.59万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $334.18万 |
| OSAIC HOLDINGS, INC. | 加仓 | $234.69万 |
| Ashton Thomas Private Wealth, LLC | 加仓 | $198.17万 |
| Avidian Wealth Enterprises, LLC | 加仓 | $197.05万 |
| AFFINITY WEALTH LLC | 加仓 | $168.69万 |
| RiverGlades Family Offices LLC | 新建仓 | $139.16万 |
| Mainsail Financial Group, LLC | 加仓 | $134.81万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $125.36万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $111.28万 |
| Western Wealth Management, LLC | 新建仓 | $108.26万 |
| Prospera Financial Services Inc | 新建仓 | $106.03万 |
| FLOW TRADERS U.S. LLC | 新建仓 | $95.80万 |
| RFG Advisory, LLC | 新建仓 | $83.06万 |
| Integrated Wealth Concepts LLC | 加仓 | $80.30万 |
| Vise Technologies, Inc. | 新建仓 | $78.94万 |
| Ameritas Advisory Services, LLC | 新建仓 | $64.47万 |
| LANARK FINANCIAL, INC. | 加仓 | $62.07万 |
2026Q2 卖出最多
| Goodman Advisory Group, LLC | 清仓 | -$1,837.60万 |
| Thrivent Financial for Lutherans | 减仓 | -$652.42万 |
| Mariner, LLC | 减仓 | -$367.10万 |
| Atria Investments, Inc | 减仓 | -$317.91万 |
| CAPTRUST FINANCIAL ADVISORS | 减仓 | -$273.67万 |
| Blue Trust, Inc. | 减仓 | -$179.76万 |
| FIRST CITIZENS BANK & TRUST CO | 减仓 | -$154.99万 |
| Private Advisor Group, LLC | 减仓 | -$153.16万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$139.67万 |
| Gateway Wealth Partners, LLC | 减仓 | -$137.90万 |
| CITADEL ADVISORS LLC | 清仓 | -$131.95万 |
| Cerity Partners LLC | 减仓 | -$118.08万 |
| Gallacher Capital Management LLC | 减仓 | -$111.96万 |
| Apeiron RIA LLC | 减仓 | -$64.39万 |
| Cobblestone Asset Management LLC | 减仓 | -$58.74万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$50.08万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$45.52万 |
| INTRUST BANK NA | 减仓 | -$44.57万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$42.73万 |
| Soltis Investment Advisors LLC | 清仓 | -$35.05万 |
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 |
|---|---|---|---|---|---|
| Avidian Wealth Enterprises, LLC | 1,217,925 | $7,141.91万 | 1.98% | 33,603 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 1,151,907 | $6,754.78万 | 0.10% | -46,669 | 减仓 |
| LPL Financial LLC | 1,134,481 | $6,652.59万 | 0.01% | 490,425 | 加仓 |
| AFFINITY WEALTH LLC | 627,106 | $3,677.35万 | 19.75% | 28,767 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 580,537 | $3,404.27万 | 0.00% | 21,378 | 加仓 |
| JPMORGAN CHASE & CO | 577,595 | $3,372.29万 | 0.00% | 4,325 | 加仓 |
| Mainsail Financial Group, LLC | 413,727 | $2,426.10万 | 8.24% | 22,990 | 加仓 |
| MORGAN STANLEY | 293,793 | $1,722.81万 | 0.00% | 191,932 | 加仓 |
| Thrivent Financial for Lutherans | 282,695 | $1,657.70万 | 0.03% | -111,260 | 减仓 |
| OSAIC HOLDINGS, INC. | 174,603 | $1,023.89万 | 0.01% | 40,022 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 167,236 | $980.67万 | 0.01% | -7,762 | 减仓 |
| COLUMBIA ADVISORY PARTNERS LLC | 165,339 | $969.55万 | 5.35% | 1,843 | 加仓 |
| Apeiron RIA LLC | 164,391 | $963.99万 | 2.48% | -10,980 | 减仓 |
| Cetera Investment Advisers | 163,774 | $960.37万 | 0.01% | 9,331 | 加仓 |
| Atria Investments, Inc | 159,427 | $934.88万 | 0.09% | -54,214 | 减仓 |
| Cerity Partners LLC | 155,811 | $913.68万 | 0.01% | -20,136 | 减仓 |
| MAGNOLIA CAPITAL ADVISORS LLC | 154,332 | $905.00万 | 1.55% | 294 | 加仓 |
| Planned Solutions, Inc. | 143,018 | $838.66万 | 2.40% | -1,393 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 138,202 | $810.41万 | 0.00% | 9,606 | 加仓 |
| Kathmere Capital Management, LLC | 130,843 | $767.26万 | 0.41% | -3,823 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 117,915 | $691.45万 | 0.00% | 54 | 加仓 |
| Orion Porfolio Solutions, LLC | 109,535 | $642.31万 | 0.05% | -7,286 | 减仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 102,761 | $602.59万 | 0.01% | 102,761 | 新建仓 |
| Ashton Thomas Private Wealth, LLC | 86,921 | $509.70万 | 0.11% | 33,794 | 加仓 |
| Oxinas Partners, LLC | 86,756 | $508.74万 | 2.01% | -2,964 | 减仓 |
| Mariner, LLC | 84,607 | $496.13万 | 0.01% | -62,602 | 减仓 |
| Auxano Advisors, LLC | 71,797 | $421.02万 | 0.80% | 5,073 | 加仓 |
| Steward Partners Investment Advisory, LLC | 57,132 | $335.02万 | 0.02% | 56,989 | 加仓 |
| DAYMARK WEALTH PARTNERS, LLC | 55,472 | $325.29万 | 0.08% | -3,691 | 减仓 |
| Confluence Wealth Services, Inc. | 53,182 | $311.86万 | 0.09% | 1,041 | 加仓 |
| INTRUST BANK NA | 51,214 | $300.32万 | 0.22% | -7,600 | 减仓 |
| Integrated Wealth Concepts LLC | 50,894 | $298.44万 | 0.01% | 13,693 | 加仓 |
| EP Wealth Advisors, LLC | 50,171 | $294.20万 | 0.01% | -60 | 减仓 |
| BOYUM WEALTH ARCHITECTS LLC | 49,707 | $288.25万 | 1.15% | -203 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 41,413 | $241.44万 | 0.00% | 2,618 | 加仓 |
| Fifth Third Securities, Inc. | 39,078 | $229.15万 | 0.13% | -3,355 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 37,862 | $222.00万 | 0.00% | 18,979 | 加仓 |
| Sigma Planning Corp | 36,039 | $211.33万 | 0.05% | -2,205 | 减仓 |
| ROYAL BANK OF CANADA | 35,090 | $205.70万 | 0.00% | 3,398 | 加仓 |
| Smartleaf Asset Management LLC | 34,276 | $200.12万 | 0.07% | 0 | 不变 |
| SAGESPRING WEALTH PARTNERS, LLC | 32,152 | $188.54万 | 0.03% | -415 | 减仓 |
| 5T Wealth, LLC | 28,011 | $164.26万 | 0.61% | -4,549 | 减仓 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 27,948 | $163.80万 | 0.08% | 966 | 加仓 |
| RiverGlades Family Offices LLC | 23,731 | $139.16万 | 0.64% | 23,731 | 新建仓 |
| Cresset Asset Management, LLC | 23,474 | $137.65万 | 0.00% | -931 | 减仓 |
| NewEdge Advisors, LLC | 23,335 | $136.84万 | 0.00% | -1,166 | 减仓 |
| Barnes Wealth Management Group, Inc | 22,791 | $133.65万 | 0.62% | -1,118 | 减仓 |
| Private Advisor Group, LLC | 22,525 | $132.08万 | 0.01% | -26,120 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 21,347 | $125.18万 | 0.01% | -23,818 | 减仓 |
| FIRST CITIZENS BANK & TRUST CO | 21,346 | $125.17万 | 0.02% | -26,431 | 减仓 |
内部人交易（Form 4）
JVAL 董事、高管和大股东的最新买卖申报。专业版可看 🔒