JPMorgan US Tech LeadersJTEKETF
13F holders, Q3 2024 (September 30)52holders +6
12new positions
6sold out
$68.67avg. 13F price*
At the end of Q3 2024, 52 institutions reported holding JPMorgan US Tech Leaders (JTEK) in their 13F filings, up 6 from Q2 2024. 12 opened new positions and 6 sold out. The largest holders were JPMorgan Chase & Co. ($272.9M), LPL Financial LLC ($8.0M) and Vertex Planning Partners, LLC ($7.5M).
- Company
- JPMorgan US Tech Leaders
- CUSIP
- 46654Q732
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $6.8M |
| Exits | 6 | $6.0M |
All 13F filers, Q2 2024 → Q3 2024: 680,492 shares bought and 356,663 shares sold, net +323,829 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| JPMorgan Chase & Co. | 0.02% | Add +11.3% | 3,973,820 | $272.9M |
| LPL Financial LLC | 0.00% | Add +79.2% | 116,673 | $8.0M |
| Vertex Planning Partners, LLC | 1.79% | Add +1.6% | 109,028 | $7.5M |
| Foundry Financial Group, Inc. | 4.22% | Add +4.7% | 98,400 | $6.8M |
| Fagan Associates, Inc. | 1.07% | Add +1.0% | 92,401 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.4% | 82,854 | $5.7M |
| UBS Group AG | 0.00% | Add +4080.6% | 74,540 | $5.1M |
| Hartford Financial Management Inc. | 0.88% | Add +3.0% | 62,922 | $4.3M |
| Tradition Wealth Management, LLC | 0.35% | Add +21.5% | 56,854 | $3.9M |
| Founders Financial Securities LLC | 0.35% | New | 54,705 | $3.8M |
| Vienna Asset Management LLC | 2.69% | Reduce -2.1% | 53,131 | $3.6M |
| Royal Bank of Canada | 0.00% | Add +52.6% | 43,226 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -78.7% | 39,383 | $2.7M |
| Private Wealth Partners, LLC | 0.16% | Reduce -30.7% | 28,475 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.3% | 26,216 | $1.8M |
| Valley Wealth Managers, Inc. | 0.13% | Reduce -0.5% | 25,669 | $1.8M |
| MBL Wealth, LLC | 0.17% | Reduce -34.5% | 22,997 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.5% | 21,391 | $1.5M |
| Ulland Investment Advisors, LLC | 0.99% | Reduce -7.2% | 19,364 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +22.7% | 18,282 | $1.3M |
| Householder Group Estate & Retirement Specialist, LLC | 0.36% | Reduce -0.5% | 17,794 | $1.2M |
| Old Mission Capital LLC | 0.02% | New | 13,766 | $945K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 11,000 | $755K |
| NewEdge Advisors, LLC | 0.00% | Add +28.0% | 8,688 | $597K |
| Private Advisor Group, LLC | 0.00% | Add +125.3% | 8,185 | $562K |
| Kestra Advisory Services, LLC | 0.00% | Add +46.2% | 8,055 | $553K |
| Circle Wealth Management, LLC | 0.01% | Add +73.9% | 7,060 | $485K |
| Independent Financial Group, LLC | 0.02% | Add +1.9% | 6,572 | $451K |
| Mariner, LLC | 0.00% | Add +37.5% | 6,313 | $434K |
| Jane Street Group, LLC | 0.00% | Reduce -83.7% | 6,093 | $418K |
| Family Manage LLC | 0.06% | New | 5,000 | $343K |
| Visionary Wealth Advisors | 0.02% | Reduce -2.8% | 4,218 | $290K |
| Ignite Planners, LLC | 0.06% | Reduce -26.8% | 3,838 | $264K |
| SilverOak Wealth Management LLC | 0.06% | New | 3,838 | $264K |
| World Investment Advisors | 0.01% | New | 3,650 | $251K |
| Indie Asset Partners, LLC | 0.17% | Add +7.3% | 3,296 | $226K |
| Sanctuary Advisors, LLC | 0.00% | New | 2,815 | $215K |
| Goldman Sachs Group Inc. | 0.00% | New | 3,113 | $214K |
| Wagner Wealth Management, LLC | 0.03% | Add +8.9% | 1,855 | $127K |
| HighMark Wealth Management LLC | 0.06% | No change | 1,631 | $112K |
| Morgan Stanley | 0.00% | Add +147.5% | 901 | $62K |
| Private Trust Co. NA | 0.00% | Add +7.8% | 208 | $14K |
| Mather Group, Llc. | 0.00% | Add +3.7% | 167 | $11K |
| Wells Fargo & Company | 0.00% | Add +670.0% | 154 | $11K |
| Lanark Financial, Inc. | 0.00% | Reduce -40.0% | 150 | $10K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 84 | $6K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 80 | $5K |
| Bank of America Corp. | 0.00% | Reduce -99.5% | 57 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 50 | $3K |
| Fifth Third Bancorp | 0.00% | New | 37 | $3K |
| Armor Investment Advisors, LLC | 0.00% | New | 20 | $1K |
| Avior Wealth Management, LLC | 0.00% | New | 1 | $68 |
"% of holder's portfolio" is JTEK's weight in each manager's 13F, not the share of JPMorgan US Tech Leaders the manager owns.