JPMorgan US Tech LeadersJTEKETF
13F holders, Q4 2024 (December 31)70holders +18
19new positions
5sold out
$75.67avg. 13F price*
At the end of Q4 2024, 70 institutions reported holding JPMorgan US Tech Leaders (JTEK) in their 13F filings, up 18 from Q3 2024. 19 opened new positions and 5 sold out. The largest holders were JPMorgan Chase & Co. ($319.8M), Composition Wealth, LLC ($20.1M) and LPL Financial LLC ($10.6M).
- Company
- JPMorgan US Tech Leaders
- CUSIP
- 46654Q732
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $28.4M |
| Exits | 5 | $1.3M |
All 13F filers, Q3 2024 → Q4 2024: 977,313 shares bought and 91,574 shares sold, net +885,739 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| JPMorgan Chase & Co. | 0.03% | Add +6.3% | 4,226,077 | $319.8M |
| Composition Wealth, LLC | 0.41% | New | 265,413 | $20.1M |
| LPL Financial LLC | 0.00% | Add +20.6% | 140,686 | $10.6M |
| Vertex Planning Partners, LLC | 2.21% | Add +21.6% | 132,633 | $10.0M |
| Tradition Wealth Management, LLC | 0.71% | Add +86.5% | 106,022 | $8.0M |
| Fagan Associates, Inc. | 1.15% | Add +3.5% | 95,622 | $7.2M |
| Foundry Financial Group, Inc. | 4.41% | Reduce -4.3% | 94,136 | $7.1M |
| Wells Fargo & Company | 0.00% | Add +56790.3% | 87,611 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.1% | 87,085 | $6.6M |
| SilverOak Wealth Management LLC | 1.24% | Add +1886.9% | 76,258 | $5.8M |
| Integras Partners LLC | 4.73% | — | 70,140 | $5.3M |
| UBS Group AG | 0.00% | Reduce -10.6% | 66,639 | $5.0M |
| Hartford Financial Management Inc. | 0.91% | Reduce -6.7% | 58,705 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +120.8% | 57,873 | $4.4M |
| Founders Financial Securities LLC | 0.37% | Reduce -1.8% | 53,741 | $4.1M |
| Royal Bank of Canada | 0.00% | Add +14.9% | 49,684 | $3.8M |
| Valley Wealth Managers, Inc. | 0.21% | Add +47.0% | 37,733 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.6% | 34,034 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +54.5% | 33,051 | $2.5M |
| Private Wealth Partners, LLC | 0.17% | No change | 28,475 | $2.2M |
| Freedom Financial Partners LLC | 0.92% | — | 25,223 | $1.9M |
| Vienna Asset Management LLC | 1.25% | Reduce -53.9% | 24,481 | $1.9M |
| MBL Wealth, LLC | 0.18% | Add +5.2% | 24,181 | $1.8M |
| Ulland Investment Advisors, LLC | 1.10% | Add +8.7% | 21,056 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +4.3% | 19,076 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 18,191 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | New | 17,392 | $1.3M |
| Kingsview Wealth Management, LLC | 0.03% | New | 17,142 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +68.3% | 13,553 | $1.0M |
| Triumph Capital Management | 0.30% | New | 11,529 | $872K |
| Mariner, LLC | 0.00% | Add +75.4% | 11,073 | $838K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.6% | 11,067 | $837K |
| Krilogy Financial LLC | 0.05% | New | 10,214 | $773K |
| CVA Family Office, LLC | 0.12% | New | 9,892 | $749K |
| Jane Street Group, LLC | 0.00% | Add +58.8% | 9,675 | $732K |
| Truist Financial Corp. | 0.00% | New | 9,578 | $725K |
| Goldman Sachs Group Inc. | 0.00% | Add +149.7% | 7,773 | $588K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.5% | 7,568 | $573K |
| Circle Wealth Management, LLC | 0.01% | No change | 7,060 | $534K |
| Independent Financial Group, LLC | 0.02% | Add +0.8% | 6,624 | $501K |
| NewEdge Advisors, LLC | 0.00% | Reduce -40.2% | 5,199 | $393K |
| Family Manage LLC | 0.06% | No change | 5,000 | $378K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 4,819 | $365K |
| Mascagni Wealth Management, Inc. | 0.35% | — | 5,224 | $351K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,589 | $347K |
| Cooper Financial Group | 0.04% | New | 4,250 | $322K |
| Ignite Planners, LLC | 0.06% | Reduce -5.5% | 3,626 | $283K |
| World Investment Advisors | 0.01% | Reduce -1.4% | 3,600 | $272K |
| Indie Asset Partners, LLC | 0.20% | Add +3.2% | 3,401 | $257K |
| Raymond James Financial Inc. | 0.00% | — | 3,394 | $257K |
| Sanctuary Advisors, LLC | 0.00% | No change | 2,815 | $228K |
| Wagner Wealth Management, LLC | 0.04% | Add +22.1% | 2,264 | $171K |
| HighMark Wealth Management LLC | 0.08% | Add +5.8% | 1,726 | $131K |
| Morgan Stanley | 0.00% | Add +35.1% | 1,217 | $92K |
| Bank of America Corp. | 0.00% | Add +1810.5% | 1,089 | $82K |
| Briaud Financial Planning Inc | 0.02% | New | 760 | $57K |
| Comerica Bank | 0.00% | New | 500 | $38K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -98.8% | 213 | $16K |
| Mather Group, Llc. | 0.00% | Reduce -0.6% | 166 | $13K |
| Allworth Financial LP | 0.00% | New | 142 | $12K |
| Sound Income Strategies, LLC | 0.00% | New | 145 | $11K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 121 | $9K |
| Quent Capital, LLC | 0.00% | New | 89 | $7K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +5.0% | 84 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 84 | $6K |
| AE Wealth Management LLC | 0.00% | New | 78 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | New | 65 | $5K |
| Truvestments Capital LLC | 0.00% | New | 64 | $5K |
| Armor Investment Advisors, LLC | 0.00% | No change | 20 | $2K |
| Avior Wealth Management, LLC | 0.00% | No change | 1 | $75 |
"% of holder's portfolio" is JTEK's weight in each manager's 13F, not the share of JPMorgan US Tech Leaders the manager owns.