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JPIE — J P Morgan Exchange Traded F 机构持仓 · 2026年Q3

谁持有 J P Morgan Exchange Traded F(JPIE)?2026年Q3(报告期截至 2026-09-30)共有 26 家机构在 SEC 13F 申报中报告持有,合计 2.21 亿美元。前几大持有机构:Leverty Financial Group, LLC(4,390.00 万美元)、Capital Advisors Wealth Management, LLC(4,260.00 万美元)、Apella Capital, LLC(2,350.00 万美元)。

排名机构市值股数变动
1Leverty Financial Group, LLC$43.9M977,616增持
2Capital Advisors Wealth Management, LLC$42.6M949,910增持
3Apella Capital, LLC$23.5M524,647新建仓
4Peterson Wealth Advisors, LLC$19.9M442,990增持
5Whitaker-Myers Wealth Managers, LTD.$18.2M405,276新建仓
6Farther Finance Advisors, LLC$16.4M364,915增持
7Cadent Capital Advisors, LLC$12.0M266,483新建仓
8WINEBRENNER CAPITAL MANAGEMENT LLC$10.2M227,521减持
9Overbrook Management Corp$5.8M130,215增持
10Miller Global Investments, LLC$4.6M102,708增持
11LifeGoal Investments, LLC$4.4M97,184减持
12Montecito Bank & Trust$4.3M95,261增持
13First Citizens Financial Corp$4.0M89,498增持
14Castle Rock Wealth Management, LLC$2.9M63,730增持
15Cooper Financial Group$2.2M48,598增持
16Breakwater Capital Group$2.0M43,912增持
17First Heartland Consultants, Inc.$1.7M37,177增持
18M.E. ALLISON & CO., INC.$791,87817,640增持
19MassMutual Private Wealth & Trust, FSB$584,42313,019减持
20Shulman DeMeo Asset Management LLC$517,81011,579新建仓
21Investment Partners Asset Management, Inc.$364,1938,113减持
22GK Wealth Management LLC$67,3351,500新建仓
23CoreCap Advisors, LLC$6,195138减持
24Wedmont Private Capital$00清仓
25Client First Investment Management LLC$00清仓

来源:SEC 13F 申报文件 · 截至 2026-09-30