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 🔒 | ||||||||
2026Q1 买入最多
| CWM, LLC | 加仓 | $3,401.02万 |
| AFFINITY WEALTH LLC | 新建仓 | $2,923.48万 |
| JPMORGAN CHASE & CO | 加仓 | $884.34万 |
| MAGNOLIA CAPITAL ADVISORS LLC | 新建仓 | $752.63万 |
| Avidian Wealth Enterprises, LLC | 加仓 | $722.95万 |
| Oxinas Partners, LLC | 新建仓 | $438.37万 |
| Atria Investments, Inc | 加仓 | $426.64万 |
| Auxano Advisors, LLC | 加仓 | $289.37万 |
| Private Advisor Group, LLC | 加仓 | $170.29万 |
| Smartleaf Asset Management LLC | 重新持有 | $163.12万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $116.10万 |
| Gateway Wealth Partners, LLC | 加仓 | $115.98万 |
| Ashton Thomas Private Wealth, LLC | 加仓 | $114.11万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $104.53万 |
| Barnes Wealth Management Group, Inc | 加仓 | $77.45万 |
| HARBOUR INVESTMENTS, INC. | 新建仓 | $76.75万 |
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $69.04万 |
| Blue Trust, Inc. | 加仓 | $68.64万 |
| ROYAL BANK OF CANADA | 加仓 | $64.73万 |
| CITADEL ADVISORS LLC | 重新持有 | $62.65万 |
2026Q1 卖出最多
| Cerity Partners LLC | 减仓 | -$1,591.72万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$355.90万 |
| Thrivent Financial for Lutherans | 减仓 | -$205.88万 |
| B. Riley Wealth Advisors, Inc. | 清仓 | -$120.18万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$119.85万 |
| Goodman Advisory Group, LLC | 减仓 | -$108.16万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$91.47万 |
| Cetera Investment Advisers | 减仓 | -$73.79万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$49.72万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$47.49万 |
| INTRUST BANK NA | 减仓 | -$45.76万 |
| LPL Financial LLC | 减仓 | -$44.53万 |
| Apeiron RIA LLC | 减仓 | -$41.49万 |
| GTS SECURITIES LLC | 减仓 | -$40.40万 |
| Capital Square, LLC | 清仓 | -$31.88万 |
| Northwest Financial Advisors | 清仓 | -$22.47万 |
| Soltis Investment Advisors LLC | 减仓 | -$21.71万 |
| Composition Wealth, LLC | 减仓 | -$21.13万 |
| Gallacher Capital Management LLC | 减仓 | -$18.90万 |
| Mariner, LLC | 减仓 | -$17.45万 |
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 |
|---|---|---|---|---|---|
| CWM, LLC | 1,493,287 | $7,296.20万 | 0.19% | 696,074 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 1,198,576 | $5,856.23万 | 0.10% | 14,131 | 加仓 |
| Avidian Wealth Enterprises, LLC | 1,184,322 | $5,786.60万 | 1.83% | 147,964 | 加仓 |
| LPL Financial LLC | 644,056 | $3,146.86万 | 0.01% | -9,114 | 减仓 |
| AFFINITY WEALTH LLC | 598,339 | $2,923.48万 | 18.66% | 598,339 | 新建仓 |
| BANK OF AMERICA CORP /DE/ | 559,159 | $2,732.05万 | 0.00% | 21,394 | 加仓 |
| JPMORGAN CHASE & CO | 573,270 | $2,728.19万 | 0.00% | 185,824 | 加仓 |
| Thrivent Financial for Lutherans | 393,955 | $1,924.90万 | 0.04% | -42,136 | 减仓 |
| Mainsail Financial Group, LLC | 390,737 | $1,909.14万 | 7.95% | 9,025 | 加仓 |
| Goodman Advisory Group, LLC | 376,094 | $1,837.60万 | 4.77% | -22,137 | 减仓 |
| Atria Investments, Inc | 213,641 | $1,043.85万 | 0.12% | 87,319 | 加仓 |
| Cerity Partners LLC | 175,947 | $859.68万 | 0.01% | -325,772 | 减仓 |
| Apeiron RIA LLC | 175,371 | $856.86万 | 1.99% | -8,491 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 174,998 | $855.04万 | 0.01% | -183 | 减仓 |
| COLUMBIA ADVISORY PARTNERS LLC | 163,496 | $798.84万 | 5.10% | 32 | 加仓 |
| Cetera Investment Advisers | 154,443 | $754.61万 | 0.01% | -15,102 | 减仓 |
| MAGNOLIA CAPITAL ADVISORS LLC | 154,038 | $752.63万 | 1.48% | 154,038 | 新建仓 |
| Mariner, LLC | 147,209 | $719.26万 | 0.01% | -3,572 | 减仓 |
| Planned Solutions, Inc. | 144,411 | $705.59万 | 2.31% | -1,005 | 减仓 |
| Kathmere Capital Management, LLC | 134,666 | $657.98万 | 0.41% | -2,270 | 减仓 |
| OSAIC HOLDINGS, INC. | 134,581 | $657.59万 | 0.01% | -9,719 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 128,596 | $628.32万 | 0.00% | 23,761 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 117,861 | $575.87万 | 0.00% | -10,176 | 减仓 |
| Orion Porfolio Solutions, LLC | 116,821 | $570.79万 | 0.05% | -24,529 | 减仓 |
| MORGAN STANLEY | 101,861 | $497.70万 | 0.00% | 5,098 | 加仓 |
| Oxinas Partners, LLC | 89,720 | $438.37万 | 2.00% | 89,720 | 新建仓 |
| Auxano Advisors, LLC | 66,724 | $326.01万 | 0.65% | 59,224 | 加仓 |
| DAYMARK WEALTH PARTNERS, LLC | 59,163 | $289.07万 | 0.09% | 12,464 | 加仓 |
| INTRUST BANK NA | 58,814 | $287.37万 | 0.23% | -9,365 | 减仓 |
| BOYUM WEALTH ARCHITECTS LLC | 49,910 | $269.36万 | 1.13% | 9,415 | 加仓 |
| Ashton Thomas Private Wealth, LLC | 53,127 | $259.58万 | 0.06% | 23,354 | 加仓 |
| Confluence Wealth Services, Inc. | 52,141 | $254.76万 | 0.10% | 102 | 加仓 |
| EP Wealth Advisors, LLC | 50,231 | $245.43万 | 0.01% | 6 | 加仓 |
| Private Advisor Group, LLC | 48,645 | $237.68万 | 0.01% | 34,853 | 加仓 |
| FIRST CITIZENS BANK & TRUST CO | 47,777 | $233.44万 | 0.04% | -1 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 45,165 | $220.68万 | 0.01% | -2,624 | 减仓 |
| Gateway Wealth Partners, LLC | 44,672 | $218.27万 | 0.09% | 23,738 | 加仓 |
| Fifth Third Securities, Inc. | 42,433 | $207.33万 | 0.13% | -500 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 38,795 | $191.53万 | 0.00% | -296 | 减仓 |
| Sigma Planning Corp | 38,244 | $186.86万 | 0.05% | -1,518 | 减仓 |
| Integrated Wealth Concepts LLC | 37,201 | $181.76万 | 0.01% | 7,051 | 加仓 |
| Blue Trust, Inc. | 36,590 | $178.78万 | 0.02% | 14,049 | 加仓 |
| Gallacher Capital Management LLC | 35,585 | $173.87万 | 0.67% | -3,869 | 减仓 |
| Smartleaf Asset Management LLC | 34,276 | $163.12万 | 0.06% | 34,275 | 重新持有 |
| SAGESPRING WEALTH PARTNERS, LLC | 32,567 | $159.12万 | 0.03% | 1,015 | 加仓 |
| 5T Wealth, LLC | 32,560 | $159.09万 | 0.63% | 1,530 | 加仓 |
| ROYAL BANK OF CANADA | 31,692 | $154.90万 | 0.00% | 13,243 | 加仓 |
| CITADEL ADVISORS LLC | 27,006 | $131.95万 | 0.00% | 12,823 | 重新持有 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 26,982 | $131.80万 | 0.08% | -2,007 | 减仓 |
| Jaffetilchin Investment Partners, LLC | 25,879 | $126.44万 | 0.08% | -1,686 | 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 🔒