JPMorgan US Tech LeadersJTEKETF
13F holders, Q2 2024 (June 30)46holders +24
25new positions
2sold out
$69.25avg. 13F price*
At the end of Q2 2024, 46 institutions reported holding JPMorgan US Tech Leaders (JTEK) in their 13F filings, up 24 from Q1 2024. 25 opened new positions and 2 sold out. The largest holders were JPMorgan Chase & Co. ($247.1M), Envestnet Asset Management Inc. ($12.8M) and Vertex Planning Partners, LLC ($7.4M).
- Company
- JPMorgan US Tech Leaders
- CUSIP
- 46654Q732
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $35.4M |
| Exits | 2 | $647K |
All 13F filers, Q1 2024 → Q2 2024: 873,534 shares bought and 14,648 shares sold, net +858,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| JPMorgan Chase & Co. | 0.02% | Add +0.1% | 3,568,878 | $247.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +108.2% | 185,089 | $12.8M |
| Vertex Planning Partners, LLC | 1.93% | New | 107,344 | $7.4M |
| Foundry Financial Group, Inc. | 4.48% | New | 93,983 | $6.5M |
| Fagan Associates, Inc. | 1.11% | Add +8.5% | 91,501 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1584.3% | 81,754 | $5.7M |
| Truist Financial Corp. | 0.01% | Reduce -2.2% | 76,312 | $5.3M |
| LPL Financial LLC | 0.00% | Add +867.8% | 65,095 | $4.5M |
| Hartford Financial Management Inc. | 0.91% | New | 61,098 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Add +131.6% | 55,549 | $3.8M |
| Vienna Asset Management LLC | 3.11% | Add +1217.6% | 54,284 | $3.8M |
| Tradition Wealth Management, LLC | 0.31% | New | 46,790 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Add +37.0% | 43,909 | $3.0M |
| Private Wealth Partners, LLC | 0.21% | Add +125.1% | 41,075 | $2.8M |
| Jane Street Group, LLC | 0.00% | New | 37,377 | $2.6M |
| MBL Wealth, LLC | 0.27% | New | 35,107 | $2.4M |
| Royal Bank of Canada | 0.00% | New | 28,330 | $2.0M |
| Valley Wealth Managers, Inc. | 0.14% | New | 25,797 | $1.8M |
| Ulland Investment Advisors, LLC | 1.10% | Add +0.7% | 20,862 | $1.4M |
| Householder Group Estate & Retirement Specialist, LLC | 0.35% | New | 17,889 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +12.7% | 14,895 | $1.0M |
| Bank of America Corp. | 0.00% | New | 12,447 | $862K |
| NewEdge Advisors, LLC | 0.00% | New | 6,787 | $470K |
| Independent Financial Group, LLC | 0.02% | Add +36.6% | 6,448 | $447K |
| Kestra Advisory Services, LLC | 0.00% | New | 5,508 | $381K |
| Flow Traders U.S. LLC | 0.02% | New | 5,434 | $376K |
| Ignite Planners, LLC | 0.09% | New | 5,244 | $376K |
| Mariner, LLC | 0.00% | Reduce -40.7% | 4,592 | $318K |
| Visionary Wealth Advisors | 0.02% | New | 4,341 | $301K |
| Circle Wealth Management, LLC | 0.01% | New | 4,060 | $281K |
| Bank of New York Mellon Corp | 0.00% | New | 3,820 | $265K |
| Private Advisor Group, LLC | 0.00% | New | 3,633 | $252K |
| Indie Asset Partners, LLC | 0.17% | New | 3,071 | $213K |
| UBS Group AG | 0.00% | New | 1,783 | $123K |
| Wagner Wealth Management, LLC | 0.04% | Add +0.7% | 1,703 | $118K |
| HighMark Wealth Management LLC | 0.07% | No change | 1,631 | $113K |
| Morgan Stanley | 0.00% | Add +116.7% | 364 | $25K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +524.5% | 331 | $23K |
| Tyler-Stone Wealth Management | 0.01% | New | 300 | $21K |
| Lanark Financial, Inc. | 0.00% | New | 250 | $17K |
| Private Trust Co. NA | 0.00% | New | 193 | $13K |
| Mather Group, Llc. | 0.00% | Add +13.4% | 161 | $11K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 80 | $6K |
| Principal Securities, Inc. | 0.00% | No change | 50 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | — | 22 | $2K |
| Wells Fargo & Company | 0.00% | New | 20 | $1K |
"% of holder's portfolio" is JTEK's weight in each manager's 13F, not the share of JPMorgan US Tech Leaders the manager owns.