JPMorgan US Tech LeadersJTEKETF

13F holders, Q2 2026 (June 30)
180holders +10
24new positions
16sold out
4famous investors
$110.30avg. 13F price*

At the end of Q2 2026, 180 institutions reported holding JPMorgan US Tech Leaders (JTEK) in their 13F filings, up 10 from Q1 2026. 24 opened new positions and 16 sold out. The largest holders were JPMorgan Chase & Co. ($410.3M), Wells Fargo & Company ($104.6M) and Royal Bank of Canada ($59.6M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
JPMorgan US Tech Leaders
CUSIP
46654Q732
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 22Q1 2024Q2 2024: 46Q2 2024Q3 2024: 52Q3 2024Q4 2024: 70Q4 2024Q1 2025: 99Q1 2025Q2 2025: 109Q2 2025Q3 2025: 121Q3 2025Q4 2025: 164Q4 2025Q1 2026: 170Q1 2026Q2 2026: 180Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions24$15.8M
Exits16$41.2M

All 13F filers, Q1 2026 → Q2 2026: 1,227,385 shares bought and 2,088,158 shares sold, net −860,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 180 holders

JPMorgan Chase & Co. 0.02% Reduce -19.4% 3,795,908 $410.3M
Wells Fargo & Company 0.02% Add +15.1% 937,516 $104.6M
Royal Bank of Canada 0.01% Add +23.0% 533,847 $59.6M
LPL Financial LLC 0.01% Reduce -2.3% 525,975 $58.7M
UBS Group AG 0.01% Add +15.5% 413,281 $46.1M
Composition Wealth, LLC 0.52% Add +8.4% 397,707 $44.4M
Hughes Financial Services, LLC 5.64% Add +0.4% 381,610 $42.6M
Morgan Stanley 0.00% Add +205.6% 332,367 $37.1M
Raymond James Financial Inc. 0.01% Add +5.2% 230,826 $25.7M
Kestra Advisory Services, LLC 0.08% Add +4.0% 223,976 $25.0M
Envestnet Asset Management Inc. 0.01% Add +33.2% 221,237 $24.7M
Vertex Planning Partners, LLC 3.02% Add +16.1% 182,483 $20.4M
MML Investors Services, LLC 0.04% Add +22.0% 159,888 $17.8M
Pine Valley Investments Ltd Liability Co 0.72% Add +5.9% 150,776 $16.8M
Tradition Wealth Management, LLC 1.02% Add +2.0% 149,519 $16.7M
SilverOak Wealth Management LLC 1.88% Reduce -0.4% 130,813 $14.6M
Commonwealth Equity Services, LLC 0.02% Add +2.1% 128,966 $14.4M
Jones Financial Companies LLLP 0.01% Add +40.5% 135,700 $14.2M
Oak Barrel Wealth Advisory LLC 5.94% — 120,621 $13.5M
ERn Financial, LLC 2.22% Add +1.1% 120,322 $13.4M
Freedom Financial Partners LLC 4.11% Add +5.5% 113,072 $12.6M
Osaic Holdings, Inc. 0.01% Add +159.1% 107,256 $12.0M
NewEdge Wealth, LLC 0.12% Reduce -4.0% 106,688 $11.9M
Legacy Edge Advisors, LLC 1.02% Add +34.0% 99,779 $11.1M
Quadcap Wealth Management, LLC 1.03% Reduce -7.8% 95,047 $10.6M
Sanctuary Advisors, LLC 0.05% Add +8.7% 89,432 $10.0M
Foundry Financial Group, Inc. 4.14% Reduce -7.9% 85,879 $9.6M
Cetera Investment Advisers 0.01% Add +9.0% 83,247 $9.3M
Assetmark, Inc. 0.02% Reduce -20.6% 82,962 $9.3M
Welch Financial Planning, LLC 5.13% Reduce -10.8% 78,989 $8.8M
Hartford Financial Management Inc. 1.72% Reduce -4.0% 69,188 $7.7M
Yarger Wealth Strategies, LLC 2.76% Add +2.8% 73,375 $7.7M
Fagan Associates, Inc. 0.93% Reduce -1.0% 67,866 $7.6M
CVA Family Office, LLC 0.65% Reduce -3.5% 64,115 $7.2M
Private Wealth Partners, LLC 0.48% Add +149.9% 59,745 $6.7M
Goldman Sachs Group Inc. 0.00% New 51,946 $5.8M
Private Advisor Group, LLC 0.03% Add +169.4% 51,446 $5.7M
Guided Capital Wealth Management, LLC 2.97% Reduce -0.4% 45,554 $5.1M
National Philanthropic Trust 0.07% Add +3.4% 44,387 $5.0M
Circle Wealth Management, LLC 0.06% Add +4.1% 44,109 $4.9M
Integras Partners LLC 2.67% Reduce -2.1% 43,437 $4.8M
Genesis Private Wealth, LLC 1.26% Add +207.1% 40,105 $4.5M
Potentia Wealth 1.79% Reduce -9.4% 39,266 $4.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +12.2% 36,422 $4.1M
NewEdge Advisors, LLC 0.01% Add +9.6% 35,260 $3.9M
Tableaux LLC 1.65% Reduce -4.9% 35,169 $3.9M
Krilogy Financial LLC 0.11% Add +4.6% 34,501 $3.8M
Symphony Financial Services, Inc. 1.70% Add +6.5% 33,892 $3.8M
Janney Montgomery Scott LLC 0.01% Add +28.9% 33,326 $3.7M
N.E.W. Advisory Services LLC 0.24% Add +1.8% 31,849 $3.6M
Valley Wealth Managers, Inc. 0.20% Reduce -30.3% 31,409 $3.5M
Independent Financial Group, LLC 0.06% Reduce -18.2% 30,524 $3.4M
Tower Research Capital LLC (TRC) 0.08% Add +229.2% 30,369 $3.4M
&partners 0.01% Add +4.9% 29,666 $3.3M
Clearstead Advisors, LLC 0.03% Add +32181.3% 29,376 $3.3M
Choreo, LLC 0.03% Add +12.1% 27,742 $3.1M
Silver Oak Securities, Incorporated 0.18% Add +19.1% 26,709 $3.0M
HighTower Advisors, LLC 0.00% Add +0.3% 23,662 $2.6M
Founders Financial Securities LLC 0.14% Reduce -47.8% 23,649 $2.6M
Horizon Investments, LLC 0.03% Reduce -74.0% 23,435 $2.6M
Bank of America Corp. 0.00% Add +379.5% 22,826 $2.5M
Citadel Advisors 0.00% Add +4.3% 21,495 $2.4M
BLVD Private Wealth, LLC 1.77% Reduce -2.5% 21,396 $2.4M
Ulland Investment Advisors, LLC 1.69% Reduce -1.7% 20,494 $2.3M
Base Wealth Management LLC 1.04% Reduce -7.4% 20,016 $2.2M
Atticus Wealth Management, LLC 0.52% Add +37.1% 19,733 $2.2M
Triumph Capital Management 0.36% Reduce -15.2% 18,028 $2.0M
McDonald Partners LLC 0.47% Add +101.3% 17,242 $1.9M
Quadrature Capital Ltd 0.02% New 16,509 $1.8M
MBL Wealth, LLC 0.12% Reduce -37.6% 16,254 $1.8M
Kingsview Wealth Management, LLC 0.02% Reduce -1.2% 16,067 $1.8M
Peck Wealth Management, LLC 1.48% Add +111.1% 15,745 $1.8M
Silvercrest Asset Management Group LLC 0.01% Reduce -31.3% 15,452 $1.7M
XTX Topco Ltd 0.02% New 14,641 $1.6M
Macro Advisors, Inc. 0.51% Reduce -2.2% 14,367 $1.6M
Wagner Wealth Management, LLC 0.27% Add +8.6% 13,247 $1.5M
Paradigm, Strategies in Wealth Management, LLC 0.84% Add +299.3% 12,297 $1.4M
Beacon Pointe Advisors, LLC 0.01% Add +4.6% 12,231 $1.4M
Ankerstar Wealth, LLC 1.13% Reduce -5.5% 12,038 $1.3M
Archford Capital Strategies, LLC 0.14% Add +4.2% 11,991 $1.3M
Fulton Bank, N.A. 0.04% New 11,795 $1.3M
Stifel Financial Corp. 0.00% Add +5.4% 11,386 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -61.8% 10,902 $1.2M
Mattern Capital Management, LLC 0.13% Add +42.9% 10,242 $1.1M
Renaissance Technologies 0.00% Add +288.5% 10,100 $1.1M
D. E. Shaw & Co. 0.00% Add +28.0% 10,054 $1.1M
Quantinno Capital Management LP 0.00% Add +25.6% 8,825 $984K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -28.4% 9,041 $946K
Fifth Third Bancorp 0.00% Reduce -54.6% 8,398 $937K
Ignite Planners, LLC 0.12% Add +4.6% 8,094 $905K
IFP Advisors, Inc 0.02% Add +32.5% 8,019 $895K
Stelac Advisory Services LLC 0.17% No change 7,990 $891K
Endowment Wealth Management, Inc. 0.33% New 7,689 $858K
Creative Planning 0.00% Add +1.7% 7,409 $826K
Cooper Financial Group 0.07% Reduce -6.5% 7,104 $792K
55 North Private Wealth, LLC 0.15% No change 6,685 $746K
Mariner, LLC 0.00% Reduce -76.9% 6,549 $731K
Family Manage LLC 0.08% No change 6,480 $723K
EnRich Financial Partners LLC 0.16% New 6,121 $683K
Focus Partners Wealth 0.00% Reduce -7.3% 6,011 $671K

"% of holder's portfolio" is JTEK's weight in each manager's 13F, not the share of JPMorgan US Tech Leaders the manager owns.

Show all 180 holders