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

JPMorgan U.S. Tech Leaders ETF logo
$103.61 -0.02 (-0.02%)
As of 07/2/2026 03:59 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
114
Total
Institutional Inflows
(last 12 months)
$379.28M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$166.61M
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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
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%
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%
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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%
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%
2/11/2026Tradition Wealth Management LLC139,971$12.61M0.9%+6.0%0.374%
2/11/2026Mascagni Wealth Management Inc.2,433$219K0.2%-20.4%0.006%
2/10/2026Twin Peaks Wealth Advisors LLC3,280$279K0.1%N/A0.009%
2/10/2026Founders 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%
2/9/2026Atticus 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%
2/6/2026Ignite Planners LLC7,425$654K0.1%+135.8%0.020%
2/6/2026Signature Estate & Investment Advisors LLC2,765$249K0.0%N/A0.007%
2/6/2026Resolute Wealth Strategies LLC34,133$3.07M1.3%+3.9%0.091%
2/6/2026HighTower Advisors LLC22,648$2.04M0.0%+3.7%0.060%
2/5/2026Boulder Wealth Advisors LLC18,460$1.66M0.7%N/A0.049%
2/4/2026Foundry Financial Group Inc.96,709$8.71M4.4%+2.4%0.258%
2/4/2026World Investment Advisors7,845$707K0.0%+4.3%0.021%
2/3/2026NewEdge Wealth LLC85,030$7.66M0.1%-4.2%0.228%
2/3/2026GRIMES & Co WEALTH MANAGEMENT LLC2,577$232K0.0%N/A0.007%
2/3/2026International Assets Investment Management LLC475$43K0.0%N/A0.001%
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2/2/2026Welch Financial Planning LLC85,334$7.69M5.6%N/A0.229%
2/2/2026Truist Financial Corp10,103$910K0.0%+3.5%0.027%
2/2/2026Avidian Wealth Enterprises LLC4,989$449K0.0%-4.0%0.013%
2/2/2026Composition Wealth LLC361,341$32.55M0.5%+2.8%0.971%
2/2/2026Horizon Investments LLC46,875$4.22M0.1%-2.6%0.126%
2/2/2026Fifth Third Bancorp17,030$1.53M0.0%N/A0.046%
2/2/2026Mutual Advisors LLC4,604$415K0.0%+8.5%0.012%
1/30/2026Wagner Wealth Management LLC11,290$1.02M0.2%-3.4%0.030%
1/30/2026Fagan Associates Inc.67,938$6.12M0.8%-1.7%0.183%
1/29/2026Quadcap Wealth Management LLC93,075$8.39M1.0%+13.2%0.251%


JTEK Institutional Ownership - Frequently Asked Questions

During the previous two years, 140 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 132 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 4,327,358 shares in the last 24 months. This purchase volume represents approximately $379.28M in transactions.

Of the 39 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), Vestor Capital LLC ($488.97K), Financially Speaking Inc ($198.35K), Hughes Financial Services LLC ($176.43K), Cetera Investment Advisers ($48.80K), Vienna Asset Management LLC ($40.16K), and Bank of America Corp DE ($27.14K).

Institutional investors have sold a total of 1,913,449 shares in the last 24 months. This volume of shares sold represents approximately $166.61M in transactions.


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This page (NASDAQ:JTEK) was last updated on 7/5/2026 by MarketBeat.com Staff.
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