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

JPMorgan U.S. Tech Leaders ETF logo
$103.67 -1.06 (-1.01%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan U.S. Tech Leaders ETF (NASDAQ:JTEK)

Number of
Institutional Buyers
(last 12 months)
110
Total
Institutional Inflows
(last 12 months)
$322.71M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$92.80M
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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
7/10/2026 Fulton Bank N.A.11,795$1.32M0.0%N/A0.028%
7/8/2026 Cooper Financial Group7,104$792K0.1%-6.5%0.017%
7/7/2026 Legacy Solutions LLC2,292$256K0.2%N/A0.006%
6/8/2026 Pine Valley Investments Ltd Liability Co142,357$11.32M0.5%+352.9%0.361%
6/3/2026 NewEdge Advisors LLC32,173$2.56M0.0%+32.0%0.082%
5/21/2026 Vestor Capital LLC361,189$28.73M2.1%+5,221.0%0.916%
5/19/2026 NewEdge Advisors LLC26,872$2.14M0.0%+10.2%0.068%
5/19/2026Bank of America Corp DE4,760$379K0.0%-69.7%0.012%
5/19/2026 Arkadios Wealth Advisors13,279$1.06M0.0%N/A0.034%
5/18/2026Royal Bank of Canada434,030$34.52M0.0%+30.5%1.101%
5/15/2026 Gateway Wealth Partners LLC2,604$207K0.0%N/A0.007%
5/15/2026 Quadcap Wealth Management LLC103,122$8.20M0.9%+10.8%0.262%
5/15/2026Waverly Advisors LLC1,981$158K0.0%+21.3%0.005%
5/14/2026 Renaissance Technologies LLC2,600$207K0.0%-79.8%0.007%
5/13/2026 Cetera Investment Advisers76,387$6.08M0.0%-39.0%0.194%
5/13/2026 NewEdge Wealth LLC111,154$8.84M0.1%+30.7%0.282%
5/7/2026 Symphony Financial Services Inc.31,831$2.53M1.3%+37.7%0.081%
5/7/2026 Paradigm Strategies in Wealth Management LLC3,080$245K0.2%N/A0.008%
5/6/2026 Assetmark Inc.104,503$8.31M0.0%+8.6%0.265%
5/6/2026 Independent Financial Group LLC35,536$2.83M0.1%N/A0.090%
5/5/2026 Beaumont Financial Advisors LLC3,815$303K0.0%+18.2%0.010%
5/5/2026 Sanctuary Advisors LLC82,293$6.55M0.0%-0.7%0.209%
5/4/2026 Mattern Capital Management LLC7,168$570K0.1%+51.5%0.018%
5/2/2026 Valmark Advisers Inc.2,927$233K0.0%-10.2%0.008%
5/1/2026 Fifth Third Bancorp18,504$1.47M0.0%+8.7%0.048%
4/30/2026 Kestra Advisory Services LLC215,392$17.13M0.1%+8.3%0.555%
4/30/2026 Base Wealth Management LLC21,606$1.72M1.0%+14.4%0.056%
4/29/2026 SilverOak Wealth Management LLC131,306$10.44M1.7%+2.5%0.338%
4/28/2026 Private Wealth Partners LLC23,905$1.90M0.1%-2.2%0.062%
4/27/2026World Investment Advisors3,725$296K0.0%-52.5%0.010%
4/27/2026 Private Advisor Group LLC19,099$1.52M0.0%-1.8%0.049%
4/27/2026 Elevation Point Wealth Partners LLC4,183$333K0.0%N/A0.011%
4/24/2026 Wagner Wealth Management LLC12,204$971K0.2%+8.1%0.032%
4/23/2026 Foundry Financial Group Inc.93,224$7.42M3.7%-3.6%0.242%
4/22/2026 Janney Montgomery Scott LLC25,852$2.06M0.0%+71.1%0.067%
4/22/2026 Welch Financial Planning LLC88,517$7.04M5.1%+3.7%0.230%
4/21/2026 Silver Oak Securities Incorporated22,428$1.78M0.1%+31.0%0.059%
4/17/2026 Krilogy Financial LLC32,991$2.62M0.1%+13.3%0.085%
4/16/2026 Cambridge Advisors Inc.3,441$274K0.1%+7.9%0.009%
4/16/2026 Freedom Financial Partners LLC107,231$8.53M3.0%+15.6%0.278%
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4/16/2026 Founders Financial Securities LLC45,271$3.80M0.2%-3.3%0.117%
4/16/2026 Genesis Private Wealth LLC13,059$1.04M0.3%+35.1%0.034%
3/13/2026World Investment Advisors7,845$707K0.0%+4.3%0.021%
2/18/2026 NewEdge Advisors LLC24,375$2.20M0.0%+301.4%0.065%
2/18/2026Vertex Planning Partners LLC151,118$13.61M3.1%+1.7%0.404%
2/18/2026IHT Wealth Management LLC8,750$746K0.0%-48.2%0.023%
2/18/2026 Evolve Private Wealth LLC3,973$358K0.0%N/A0.011%
2/17/2026AQR Capital Management LLC2,836$255K0.0%N/A0.008%
2/17/2026 Cetera Investment Advisers125,187$11.28M0.0%+28.7%0.334%
2/17/2026Osaic Holdings Inc.51,522$4.64M0.0%+1.5%0.138%
2/17/2026&PARTNERS27,148$2.45M0.0%+26.5%0.072%
2/17/2026Royal Bank of Canada332,503$29.95M0.0%+208.2%0.888%
2/16/2026 Tableaux LLC44,950$4.05M0.7%+11.2%0.120%
2/16/2026 Potentia Wealth45,319$4.08M1.5%-2.3%0.121%
2/16/2026 MML Investors Services LLC126,034$11.35M0.0%+109.6%0.337%
2/16/2026 Mariner LLC22,646$2.04M0.0%+6.8%0.060%
2/14/2026 Financially Speaking Inc980$88K0.1%-99.4%0.003%
2/13/2026 CreativeOne Wealth LLC5,335$481K0.0%+28.6%0.014%
2/13/2026 Cordoba Advisory Partners LLC2,507$226K0.1%N/A0.007%
2/13/2026 Kestra Advisory Services LLC198,964$17.92M0.1%+5.6%0.531%
2/13/2026 Stifel Financial Corp9,804$883K0.0%+114.3%0.026%
2/13/2026Wells Fargo & Company MN775,708$69.87M0.0%+10.4%2.071%
2/13/2026 Circle Wealth Management LLC25,907$2.33M0.0%+94.3%0.069%
2/12/2026Jane Street Group LLC13,660$1.23M0.0%+113.5%0.036%
2/12/2026HRT Financial LP21,436$1.93M0.0%N/A0.057%
2/12/2026 Triumph Capital Management19,892$1.79M0.4%-4.0%0.053%
2/12/2026 Commonwealth Equity Services LLC120,769$10.88M0.0%+10.1%0.322%
2/12/2026 Ankerstar Wealth LLC14,546$1.31M1.3%N/A0.039%
2/12/2026 Renaissance Technologies LLC12,900$1.16M0.0%-39.2%0.034%
2/12/2026 Symphony Financial Services Inc.23,114$2.08M1.1%N/A0.062%
2/12/2026 Stelac Advisory Services LLC7,990$720K0.3%N/A0.021%
2/11/2026 Vestor Capital LLC6,788$611K0.0%-98.6%0.018%
2/11/2026 Hughes Financial Services LLC366,230$32.99M5.2%-32.5%0.978%
2/11/2026 Janney Montgomery Scott LLC15,105$1.36M0.0%+49.2%0.040%
2/11/2026 LPL Financial LLC538,269$48.48M0.0%+46.2%1.437%
2/11/2026 JPMorgan Chase & Co.4,597,385$414.10M0.0%+17.1%12.276%
2/11/2026 Tradition Wealth Management LLC139,971$12.61M0.9%+6.0%0.374%
2/11/2026 Mascagni Wealth Management Inc.2,433$219K0.2%-20.4%0.006%
2/10/2026 Twin Peaks Wealth Advisors LLC3,280$279K0.1%N/A0.009%
2/10/2026 Founders Financial Securities LLC46,833$4.22M0.2%-2.9%0.125%
2/9/2026Kingsview Wealth Management LLC16,008$1.44M0.0%-4.7%0.043%
2/9/2026 Atticus Wealth Management LLC9,083$818K0.2%+21.1%0.024%
2/9/2026North Star Asset Management Inc.13,312$1.20M0.0%N/A0.036%
2/6/2026 Ignite Planners LLC7,425$654K0.1%+135.8%0.020%
2/6/2026 Signature Estate & Investment Advisors LLC2,765$249K0.0%N/A0.007%
2/6/2026 Resolute Wealth Strategies LLC34,133$3.07M1.3%+3.9%0.091%
2/6/2026 HighTower Advisors LLC22,648$2.04M0.0%+3.7%0.060%
2/5/2026 Boulder Wealth Advisors LLC18,460$1.66M0.7%N/A0.049%
2/4/2026 Foundry Financial Group Inc.96,709$8.71M4.4%+2.4%0.258%
2/4/2026World Investment Advisors7,845$707K0.0%+4.3%0.021%
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2/3/2026 NewEdge Wealth LLC85,030$7.66M0.1%-4.2%0.228%
2/3/2026 GRIMES & Co WEALTH MANAGEMENT LLC2,577$232K0.0%N/A0.007%
2/3/2026 International Assets Investment Management LLC475$43K0.0%N/A0.001%
2/2/2026 Welch Financial Planning LLC85,334$7.69M5.6%N/A0.229%
2/2/2026 Truist Financial Corp10,103$910K0.0%+3.5%0.027%
2/2/2026 Avidian Wealth Enterprises LLC4,989$449K0.0%-4.0%0.013%
2/2/2026 Composition Wealth LLC361,341$32.55M0.5%+2.8%0.971%
2/2/2026 Horizon Investments LLC46,875$4.22M0.1%-2.6%0.126%
2/2/2026 Fifth Third Bancorp17,030$1.53M0.0%N/A0.046%
2/2/2026Mutual Advisors LLC4,604$415K0.0%+8.5%0.012%


JTEK Institutional Ownership - Frequently Asked Questions

During the previous two years, 141 institutional investors and hedge funds held shares of JPMorgan U.S. Tech Leaders ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($414.10M), Wells Fargo & Company MN ($69.87M), LPL Financial LLC ($48.48M), UBS Group AG ($39.55M), Royal Bank of Canada ($34.52M), Hughes Financial Services LLC ($32.99M), and Composition Wealth LLC ($32.55M).Learn more on JPMorgan U.S. Tech Leaders ETF's institutional investors.

Of the 133 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. ($1.82M), Hughes Financial Services LLC ($542.54K), Vestor Capital LLC ($359.05K), Royal Bank of Canada ($336.32K), LPL Financial LLC ($294.35K), Miracle Mile Advisors LLC ($268.63K), and Raymond James Financial Inc. ($197.71K).

Institutional investors have bought a total of 3,653,096 shares in the last 24 months. This purchase volume represents approximately $322.71M in transactions.

Of the 33 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: Vestor Capital LLC ($488.97K), Financially Speaking Inc ($198.35K), Hughes Financial Services LLC ($176.43K), Cetera Investment Advisers ($48.80K), Bank of America Corp DE ($27.14K), Renaissance Technologies LLC ($18.60K), and UBS Group AG ($12.32K).

Institutional investors have sold a total of 1,039,404 shares in the last 24 months. This volume of shares sold represents approximately $92.80M in transactions.


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Institutional ownership data for NASDAQ:JTEK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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