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

JPMorgan U.S. Tech Leaders ETF logo
$101.59 -4.05 (-3.84%)
As of 02:32 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)
115
Total
Institutional Inflows
(last 12 months)
$371.70M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$91.92M
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Skip Chart & View Institutional Buying and Selling Data

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
10/14/2026Ulland Investment Advisors LLC20,100$2.11M1.5%-1.9%0.044%
10/14/2026Krilogy Financial LLC36,765$3.89M0.1%+6.6%0.081%
10/13/2026Fagan Associates Inc.67,978$7.15M0.8%+0.2%0.150%
10/13/2026Fermata Advisors LLC3,591$378K0.1%-6.3%0.008%
10/10/2026Valley Wealth Managers Inc.32,376$3.41M0.2%+3.1%0.071%
10/8/2026Farther Finance Advisors LLC1,482$156K0.0%+420.0%0.003%
10/8/2026Avidian Wealth Enterprises LLC4,989$525K0.0%N/A0.011%
10/7/2026Cooper Financial Group6,787$714K0.1%-4.5%0.015%
10/7/2026Legacy Solutions LLC2,496$263K0.2%+8.9%0.006%
9/23/2026Envestnet Asset Management Inc.221,237$24.68M0.0%+33.2%0.497%
9/9/2026Archford Capital Strategies LLC11,991$1.34M0.1%+4.2%0.028%
9/9/2026NewEdge Advisors LLC35,260$3.93M0.0%+9.6%0.081%
9/9/2026IFP Advisors Inc8,019$895K0.0%+32.5%0.018%
9/2/2026Citadel Advisors LLC21,495$2.40M0.0%+4.2%0.049%
8/23/2026Yarger Wealth Strategies LLC73,375$7.67M2.7%+2.8%0.169%
8/23/2026SFG Wealth Management LLC.3,680$411K0.1%-11.6%0.008%
8/22/2026Comprehensive Financial Planning Inc. PA2,114$236K0.1%+14.4%0.005%
8/22/2026Concurrent Investment Advisors LLC4,327$483K0.0%-3.8%0.010%
8/21/2026Atticus Wealth Management LLC19,733$2.20M0.5%+37.1%0.045%
8/21/2026Triumph Capital Management18,028$2.01M0.4%-15.2%0.041%
8/20/2026First PREMIER Bank13,127$1.46M0.2%N/A0.030%
8/20/2026Renasant Bank61,260$6.83M4.4%N/A0.141%
8/20/2026M Holdings Securities Inc.16,611$1.85M0.2%N/A0.038%
8/20/2026Wedbush Securities Inc.319,340$18.76M0.5%N/A0.734%
7/10/2026Fulton Bank N.A.11,795$1.32M0.0%N/A0.028%
7/8/2026Cooper Financial Group7,104$792K0.1%-6.5%0.017%
7/7/2026Legacy Solutions LLC2,292$256K0.2%N/A0.006%
6/8/2026Pine Valley Investments Ltd Liability Co142,357$11.32M0.5%+352.9%0.361%
6/3/2026NewEdge Advisors LLC32,173$2.56M0.0%+32.0%0.082%
5/21/2026Vestor Capital LLC361,189$28.73M2.1%+5,221.0%0.916%
5/19/2026NewEdge Advisors LLC26,872$2.14M0.0%+10.2%0.068%
5/19/2026Bank of America Corp DE4,760$379K0.0%-69.7%0.012%
5/19/2026Arkadios Wealth Advisors13,279$1.06M0.0%N/A0.034%
5/18/2026Royal Bank of Canada434,030$34.52M0.0%+30.5%1.101%
5/15/2026Gateway Wealth Partners LLC2,604$207K0.0%N/A0.007%
5/15/2026Quadcap Wealth Management LLC103,122$8.20M0.9%+10.8%0.262%
5/15/2026Waverly Advisors LLC1,981$158K0.0%+21.3%0.005%
5/14/2026Renaissance Technologies LLC2,600$207K0.0%-79.8%0.007%
5/13/2026Cetera Investment Advisers76,387$6.08M0.0%-39.0%0.194%
5/13/2026NewEdge Wealth LLC111,154$8.84M0.1%+30.7%0.282%
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5/7/2026Symphony Financial Services Inc.31,831$2.53M1.3%+37.7%0.081%
5/7/2026Paradigm Strategies in Wealth Management LLC3,080$245K0.2%N/A0.008%
5/6/2026Assetmark Inc.104,503$8.31M0.0%+8.6%0.265%
5/6/2026Independent Financial Group LLC35,536$2.83M0.1%N/A0.090%
5/5/2026Beaumont Financial Advisors LLC3,815$303K0.0%+18.2%0.010%
5/5/2026Sanctuary Advisors LLC82,293$6.55M0.0%-0.7%0.209%
5/4/2026Mattern Capital Management LLC7,168$570K0.1%+51.5%0.018%
5/2/2026Valmark Advisers Inc.2,927$233K0.0%-10.2%0.008%
5/1/2026Fifth Third Bancorp18,504$1.47M0.0%+8.7%0.048%
4/30/2026Kestra Advisory Services LLC215,392$17.13M0.1%+8.3%0.555%
4/30/2026Base Wealth Management LLC21,606$1.72M1.0%+14.4%0.056%
4/29/2026SilverOak Wealth Management LLC131,306$10.44M1.7%+2.5%0.338%
4/28/2026Private Wealth Partners LLC23,905$1.90M0.1%-2.2%0.062%
4/27/2026World Investment Advisors3,725$296K0.0%-52.5%0.010%
4/27/2026Private Advisor Group LLC19,099$1.52M0.0%-1.8%0.049%
4/27/2026Elevation Point Wealth Partners LLC4,183$333K0.0%N/A0.011%
4/24/2026Wagner Wealth Management LLC12,204$971K0.2%+8.1%0.032%
4/23/2026Foundry Financial Group Inc.93,224$7.42M3.7%-3.6%0.242%
4/22/2026Janney Montgomery Scott LLC25,852$2.06M0.0%+71.1%0.067%
4/22/2026Welch Financial Planning LLC88,517$7.04M5.1%+3.7%0.230%
4/21/2026Silver Oak Securities Incorporated22,428$1.78M0.1%+31.0%0.059%
4/17/2026Krilogy Financial LLC32,991$2.62M0.1%+13.3%0.085%
4/16/2026Cambridge Advisors Inc.3,441$274K0.1%+7.9%0.009%
4/16/2026Freedom Financial Partners LLC107,231$8.53M3.0%+15.6%0.278%
4/16/2026Founders Financial Securities LLC45,271$3.80M0.2%-3.3%0.117%
4/16/2026Genesis Private Wealth LLC13,059$1.04M0.3%+35.1%0.034%
3/13/2026World Investment Advisors7,845$707K0.0%+4.3%0.021%
2/18/2026NewEdge 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%
2/18/2026Evolve Private Wealth LLC3,973$358K0.0%N/A0.011%
2/17/2026AQR Capital Management LLC2,836$255K0.0%N/A0.008%
2/17/2026Cetera 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%
2/16/2026Tableaux LLC44,950$4.05M0.7%+11.2%0.120%
2/16/2026Potentia Wealth45,319$4.08M1.5%-2.3%0.121%
2/16/2026MML Investors Services LLC126,034$11.35M0.0%+109.6%0.337%
2/16/2026Mariner LLC22,646$2.04M0.0%+6.8%0.060%
2/14/2026Financially Speaking Inc980$88K0.1%-99.4%0.003%
2/13/2026CreativeOne Wealth LLC5,335$481K0.0%+28.6%0.014%
2/13/2026Cordoba Advisory Partners LLC2,507$226K0.1%N/A0.007%
2/13/2026Kestra Advisory Services LLC198,964$17.92M0.1%+5.6%0.531%
2/13/2026Stifel Financial Corp9,804$883K0.0%+114.3%0.026%
2/13/2026Wells Fargo & Company MN775,708$69.87M0.0%+10.4%2.071%
2/13/2026Circle 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%
2/12/2026Triumph Capital Management19,892$1.79M0.4%-4.0%0.053%
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2/12/2026Commonwealth Equity Services LLC120,769$10.88M0.0%+10.1%0.322%
2/12/2026Ankerstar Wealth LLC14,546$1.31M1.3%N/A0.039%
2/12/2026Renaissance Technologies LLC12,900$1.16M0.0%-39.2%0.034%
2/12/2026Symphony Financial Services Inc.23,114$2.08M1.1%N/A0.062%
2/12/2026Stelac Advisory Services LLC7,990$720K0.3%N/A0.021%
2/11/2026Vestor Capital LLC6,788$611K0.0%-98.6%0.018%
2/11/2026Hughes Financial Services LLC366,230$32.99M5.2%-32.5%0.978%
2/11/2026Janney Montgomery Scott LLC15,105$1.36M0.0%+49.2%0.040%
2/11/2026LPL Financial LLC538,269$48.48M0.0%+46.2%1.437%
2/11/2026JPMorgan Chase & Co.4,597,385$414.10M0.0%+17.1%12.276%


JTEK Institutional Ownership - Frequently Asked Questions

During the previous two years, 146 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 138 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), Wedbush Securities Inc. ($319.34K), LPL Financial LLC ($294.35K), and Miracle Mile Advisors LLC ($268.63K).

Institutional investors have bought a total of 4,078,272 shares in the last 24 months. This purchase volume represents approximately $371.70M in transactions.

Of the 36 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), Renaissance Technologies LLC ($18.60K), UBS Group AG ($12.32K), and Bank of America Corp DE ($10.96K).

Institutional investors have sold a total of 1,027,506 shares in the last 24 months. This volume of shares sold represents approximately $91.92M in transactions.


Related Companies

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 10/14/2026. New 13F filings are added each quarter as they're published.
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