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JPMorgan U.S. Tech Leaders ETF (JTEK) Institutional Ownership

JPMorgan U.S. Tech Leaders ETF logo
$90.76 -4.18 (-4.40%)
As of 10/10/2025 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan U.S. Tech Leaders ETF (NASDAQ:JTEK)

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$235.20M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$89.26M
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JTEK Institutional Buying and Selling by Quarter

JPMorgan U.S. Tech Leaders ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025 Guided Capital Wealth Management LLC45,540$4.19M3.6%+21.1%0.154%
10/7/2025 Cooper Financial Group6,850$630K0.1%+25.7%0.023%
9/4/2025Osaic Holdings Inc.57,018$4.82M0.0%+97.7%0.226%
8/25/2025BLVD Private Wealth LLC23,099$1.95M1.8%N/A0.091%
8/15/2025IHT Wealth Management LLC2,508$212K0.0%-18.0%0.010%
8/15/2025Freedom Financial Partners LLC41,551$3.51M1.5%+8.8%0.165%
8/15/2025Bank of America Corp DE14,930$1.26M0.0%-52.0%0.059%
8/14/2025Vienna Asset Management LLC13,993$1.18M0.8%-71.6%0.055%
8/14/2025Raymond James Financial Inc.117,874$9.96M0.0%+23.8%0.467%
8/14/2025Qube Research & Technologies Ltd586$49K0.0%-97.1%0.002%
8/14/2025Vertex Planning Partners LLC143,240$12.10M2.5%+2.9%0.567%
8/12/2025Resolute Wealth Strategies LLC3,208$271K0.1%-9.4%0.013%
8/12/2025Vestor Capital LLC4,646$392K0.0%N/A0.018%
8/12/2025Tableaux LLC7,759$655K0.0%+154.5%0.031%
8/12/2025JPMorgan Chase & Co.3,722,157$314.37M0.0%-17.4%14.741%
8/8/2025Kingsview Wealth Management LLC17,351$1.47M0.0%+4.4%0.069%
8/8/2025Cetera Investment Advisers57,695$4.87M0.0%+13.1%0.228%
8/8/2025Creative Planning4,195$354K0.0%-3.4%0.017%
8/7/2025Fagan Associates Inc.67,359$5.69M0.9%-27.0%0.267%
8/7/2025Hughes Financial Services LLC541,805$46.26M7.9%+433,344.0%2.146%
8/6/2025Mascagni Wealth Management Inc.3,987$337K0.3%-23.7%0.016%
8/4/2025World Investment Advisors5,720$483K0.0%-7.7%0.023%
8/1/2025Private Wealth Partners LLC17,345$1.47M0.1%+6.4%0.070%
8/1/2025Envestnet Asset Management Inc.47,109$3.98M0.0%+11.6%0.189%
7/31/2025CVA Family Office LLC25,175$2.13M0.3%+14.4%0.101%
7/31/2025Hartford Financial Management Inc.64,891$5.48M1.5%+11.4%0.260%
7/30/2025Avidian Wealth Enterprises LLC5,242$443K0.0%+8.6%0.021%
7/29/2025SilverOak Wealth Management LLC124,425$10.51M2.0%+16.6%0.506%
7/28/2025Mutual Advisors LLC2,974$254K0.0%-9.5%0.012%
7/25/2025Yarger Wealth Strategies LLC11,863$1.00M0.5%N/A0.049%
7/25/2025CWM LLC1,300$110K0.0%N/A0.005%
7/25/2025Concurrent Investment Advisors LLC4,583$387K0.0%N/A0.019%
7/24/2025Ulland Investment Advisors LLC22,328$1.89M1.4%-2.6%0.092%
7/24/2025IFP Advisors Inc3,425$289K0.0%N/A0.014%
7/23/2025 Ignite Planners LLC3,227$276K0.0%-6.4%0.013%
7/23/2025Dohj LLC8,817$745K0.2%N/A0.036%
7/23/2025Valmark Advisers Inc.3,246$274K0.0%+4.0%0.013%
7/22/2025MBL Wealth LLC30,574$2.58M0.2%+7.0%0.126%
7/22/2025Sutton Place Investors LLC2,509$212K0.1%N/A0.010%
7/21/2025Mattern Capital Management LLC4,201$355K0.0%N/A0.017%
7/17/2025Janney Montgomery Scott LLC8,174$690K0.0%+80.1%0.034%
7/17/2025Archford Capital Strategies LLC11,247$950K0.1%-17.0%0.047%
7/17/2025Wagner Wealth Management LLC11,098$937K0.2%+290.6%0.046%
7/11/2025Silver Oak Securities Incorporated10,363$875K0.1%+190.7%0.044%
7/10/2025 Guided Capital Wealth Management LLC37,595$3.18M2.4%-1.2%0.161%
7/10/2025Wealth Enhancement Advisory Services LLC17,153$1.45M0.0%-9.0%0.074%
7/9/2025Krilogy Financial LLC19,232$1.62M0.1%+34.1%0.083%
7/9/2025Triumph Capital Management20,288$1.71M0.5%+51.0%0.087%
6/27/2025Goldman Sachs Group Inc.23,069$1.55M0.0%+196.8%0.112%
5/21/2025MBL Wealth LLC28,569$1.92M0.2%+18.1%0.139%
5/19/2025Jane Street Group LLC41,331$2.78M0.0%+327.2%0.201%
5/16/2025Goldman Sachs Group Inc.23,069$1.55M0.0%+196.8%0.112%
5/16/2025NewEdge Advisors LLC4,459$300K0.0%-14.2%0.022%
5/15/2025Royal Bank of Canada59,843$4.02M0.0%+20.4%0.291%
5/15/2025Monterey Private Wealth Inc.3,175$213K0.1%N/A0.015%
5/14/2025Kestra Advisory Services LLC150,354$10.10M0.0%+1,009.4%0.732%
5/14/2025Integras Partners LLC3,650$245K0.2%-94.8%0.018%
5/14/2025Flow Traders U.S. LLC10,357$696K0.0%N/A0.050%
5/14/2025Capital Analysts LLC452$30K0.0%N/A0.002%
5/14/2025Tradition Wealth Management LLC123,529$8.30M0.7%+16.5%0.601%
5/14/2025Vertex Planning Partners LLC139,196$9.35M2.0%+4.9%0.677%
5/13/2025Raymond James Financial Inc.95,196$6.40M0.0%+2,704.8%0.463%
5/13/2025HighTower Advisors LLC19,396$1.30M0.0%+1.7%0.094%
5/12/2025Cooper Financial Group5,401$363K0.0%+27.1%0.026%
5/12/2025JPMorgan Chase & Co.4,508,872$302.95M0.0%+6.7%21.941%
5/7/2025LPL Financial LLC240,917$16.19M0.0%+71.2%1.172%
5/7/2025Resolute Wealth Strategies LLC3,539$238K0.1%N/A0.017%
5/7/2025Valley Wealth Managers Inc.33,392$2.24M0.2%-11.5%0.162%
5/6/2025Cetera Investment Advisers50,996$3.43M0.0%N/A0.248%
5/6/2025Triumph Capital Management13,438$903K0.3%+16.6%0.065%
5/6/2025Ignite Planners LLC3,448$243K0.0%-4.9%0.017%
5/6/2025Fagan Associates Inc.92,319$6.20M1.0%-3.5%0.449%
5/5/2025Mowery & Schoenfeld Wealth Management LLC398$27K0.1%N/A0.002%
5/5/2025Foundry Financial Group Inc.97,306$6.54M4.0%+3.4%0.474%
5/5/2025Private Advisor Group LLC12,339$829K0.0%+63.0%0.060%
5/2/2025Kingsview Wealth Management LLC16,612$1.12M0.0%-3.1%0.081%
4/30/2025SilverOak Wealth Management LLC106,674$7.17M1.5%+39.9%0.519%
4/29/2025Envestnet Asset Management Inc.42,227$2.84M0.0%+24.1%0.205%
4/29/2025World Investment Advisors6,200$417K0.0%+72.2%0.030%
4/29/2025Silver Oak Securities Incorporated3,565$242K0.0%N/A0.017%
4/28/2025Mutual Advisors LLC3,287$228K0.0%N/A0.016%
4/23/2025Steph & Co.1,200$81K0.0%N/A0.006%
4/23/2025Archford Capital Strategies LLC13,554$911K0.1%N/A0.068%
4/23/2025Valmark Advisers Inc.3,121$210K0.0%N/A0.016%
4/22/2025Cambridge Investment Research Advisors Inc.9,541$641K0.0%+107.9%0.048%
4/22/2025Private Wealth Partners LLC16,305$1.10M0.1%-42.7%0.082%
4/21/2025Hartford Financial Management Inc.58,249$3.91M0.8%-0.8%0.293%
4/21/2025Guided Capital Wealth Management LLC38,064$2.56M2.1%N/A0.192%
4/18/2025Wagner Wealth Management LLC2,841$191K0.0%+25.5%0.014%
4/17/2025Janney Montgomery Scott LLC4,538$305K0.0%N/A0.023%
4/16/2025Wealth Enhancement Advisory Services LLC18,859$1.27M0.0%+3.7%0.096%
4/16/2025Tritonpoint Wealth LLC7,405$498K0.0%N/A0.038%
4/16/2025CVA Family Office LLC22,013$1.48M0.2%+122.5%0.112%
4/16/2025Krilogy Financial LLC14,339$963K0.1%+40.4%0.073%
4/15/2025Ulland Investment Advisors LLC22,915$1.54M1.3%+8.8%0.117%
4/14/2025Miracle Mile Advisors LLC245,779$16.51M0.3%-7.4%1.273%
4/10/2025Freedom Financial Partners LLC38,186$2.57M1.2%+51.4%0.198%
3/24/2025Mascagni Wealth Management Inc.2,375$180K0.2%N/A0.013%
3/17/2025Wealth Enhancement Advisory Services LLC18,191$1.38M0.0%N/A0.130%
2/17/2025Vienna Asset Management LLC24,481$1.85M1.3%-53.9%0.175%
(Data available from 1/1/2016 forward)

JTEK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JTEK shares?

During the previous two years, 82 institutional investors and hedge funds held shares of JPMorgan U.S. Tech Leaders ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($314.37M), Hughes Financial Services LLC ($46.26M), Miracle Mile Advisors LLC ($16.51M), LPL Financial LLC ($16.19M), Vertex Planning Partners LLC ($12.10M), SilverOak Wealth Management LLC ($10.51M), and Kestra Advisory Services LLC ($10.10M).Learn more on JPMorgan U.S. Tech Leaders ETF's institutional investors.

Which institutional investors have been buying JPMorgan U.S. Tech Leaders ETF's stock?

Of the 78 institutional investors that purchased JPMorgan U.S. Tech Leaders ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($939.99K), Hughes Financial Services LLC ($541.68K), Miracle Mile Advisors LLC ($265.41K), Kestra Advisory Services LLC ($136.80K), SilverOak Wealth Management LLC ($124.43K), LPL Financial LLC ($124.24K), and Raymond James Financial Inc. ($121.27K).

How much institutional buying is happening at JPMorgan U.S. Tech Leaders ETF?

Institutional investors have bought a total of 3,166,975 shares in the last 24 months. This purchase volume represents approximately $235.20M in transactions.

Which of JPMorgan U.S. Tech Leaders ETF's major shareholders have been selling company stock?

Of the 27 institutional investors that sold JPMorgan U.S. Tech Leaders ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($786.72K), Integras Partners LLC ($66.49K), Vienna Asset Management LLC ($65.06K), Jane Street Group LLC ($31.28K), Fagan Associates Inc. ($28.26K), Private Wealth Partners LLC ($24.77K), and Qube Research & Technologies Ltd ($19.81K).

How much institutional selling is happening at JPMorgan U.S. Tech Leaders ETF?

Institutional investors have sold a total of 1,092,447 shares in the last 24 months. This volume of shares sold represents approximately $89.26M in transactions.


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This page (NASDAQ:JTEK) was last updated on 10/11/2025 by MarketBeat.com Staff
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