JPMorgan US Tech LeadersJTEKETF
13F holders, Q1 2025 (March 31)99holders +29
33new positions
3sold out
2famous investors
$67.21avg. 13F price*
At the end of Q1 2025, 99 institutions reported holding JPMorgan US Tech Leaders (JTEK) in their 13F filings, up 29 from Q4 2024. 33 opened new positions and 3 sold out. The largest holders were JPMorgan Chase & Co. ($303.0M), UBS Group AG ($24.5M) and Wells Fargo & Company ($17.4M). 2 famous investors held it, including 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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $15.6M |
| Exits | 3 | $264K |
All 13F filers, Q4 2024 → Q1 2025: 1,570,419 shares bought and 171,838 shares sold, net +1,398,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| JPMorgan Chase & Co. | 0.02% | Add +6.7% | 4,508,872 | $303.0M |
| UBS Group AG | 0.01% | Add +446.3% | 364,039 | $24.5M |
| Wells Fargo & Company | 0.00% | Add +195.8% | 259,179 | $17.4M |
| Composition Wealth, LLC | 0.33% | Reduce -7.4% | 245,779 | $16.5M |
| LPL Financial LLC | 0.01% | Add +71.2% | 240,917 | $16.2M |
| Kestra Advisory Services, LLC | 0.05% | Add +1009.4% | 150,354 | $10.1M |
| Vertex Planning Partners, LLC | 2.04% | Add +5.0% | 139,196 | $9.4M |
| Tradition Wealth Management, LLC | 0.73% | Add +16.5% | 123,529 | $8.3M |
| SilverOak Wealth Management LLC | 1.55% | Add +39.9% | 106,674 | $7.2M |
| Foundry Financial Group, Inc. | 4.03% | Add +3.4% | 97,306 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.1% | 96,751 | $6.5M |
| Raymond James Financial Inc. | 0.00% | Add +2704.8% | 95,196 | $6.4M |
| Fagan Associates, Inc. | 1.03% | Reduce -3.5% | 92,319 | $6.2M |
| Royal Bank of Canada | 0.00% | Add +20.4% | 59,843 | $4.0M |
| Hartford Financial Management Inc. | 0.81% | Reduce -0.8% | 58,249 | $3.9M |
| Founders Financial Securities LLC | 0.30% | Reduce -5.1% | 50,990 | $3.5M |
| Cetera Investment Advisers | 0.01% | New | 50,996 | $3.4M |
| Vienna Asset Management LLC | 2.61% | Add +101.2% | 49,249 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.1% | 42,227 | $2.8M |
| Jane Street Group, LLC | 0.01% | Add +327.2% | 41,331 | $2.8M |
| Freedom Financial Partners LLC | 1.19% | Add +51.4% | 38,186 | $2.6M |
| Guided Capital Wealth Management, LLC | 2.14% | New | 38,064 | $2.6M |
| Silvercrest Asset Management Group LLC | 0.02% | New | 35,970 | $2.4M |
| Valley Wealth Managers, Inc. | 0.17% | Reduce -11.5% | 33,392 | $2.2M |
| Bank of America Corp. | 0.00% | Add +2756.6% | 31,108 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -50.2% | 28,834 | $1.9M |
| MBL Wealth, LLC | 0.19% | Add +18.1% | 28,569 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +196.8% | 23,069 | $1.6M |
| Ulland Investment Advisors, LLC | 1.34% | Add +8.8% | 22,915 | $1.5M |
| CVA Family Office, LLC | 0.23% | Add +122.5% | 22,013 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | New | 20,398 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +1.7% | 19,396 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.7% | 18,859 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -43.5% | 18,683 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -3.1% | 16,612 | $1.1M |
| Private Wealth Partners, LLC | 0.09% | Reduce -42.7% | 16,305 | $1.1M |
| Mariner, LLC | 0.00% | Add +30.0% | 14,396 | $967K |
| Krilogy Financial LLC | 0.06% | Add +40.4% | 14,339 | $963K |
| Archford Capital Strategies, LLC | 0.13% | New | 13,554 | $911K |
| Triumph Capital Management | 0.30% | Add +16.6% | 13,438 | $903K |
| Private Advisor Group, LLC | 0.01% | Add +63.0% | 12,339 | $829K |
| Independent Financial Group, LLC | 0.03% | Add +82.5% | 12,089 | $812K |
| Sanctuary Advisors, LLC | 0.01% | Add +299.5% | 11,246 | $756K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.1% | 11,080 | $744K |
| Flow Traders U.S. LLC | 0.03% | New | 10,357 | $696K |
| Truist Financial Corp. | 0.00% | Add +5.8% | 10,132 | $681K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +107.9% | 9,541 | $641K |
| Tritonpoint Wealth, LLC | 0.05% | New | 7,405 | $498K |
| Circle Wealth Management, LLC | 0.01% | No change | 7,060 | $474K |
| World Investment Advisors | 0.01% | Add +72.2% | 6,200 | $417K |
| Quadrature Capital Ltd | 0.01% | New | 5,814 | $391K |
| Family Manage LLC | 0.06% | Add +14.2% | 5,710 | $384K |
| Citadel Advisors | 0.00% | New | 5,455 | $367K |
| Cooper Financial Group | 0.05% | Add +27.1% | 5,401 | $363K |
| Mascagni Wealth Management, Inc. | 0.35% | No change | 5,224 | $351K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.2% | 4,828 | $324K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,538 | $305K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.2% | 4,459 | $300K |
| Creative Planning | 0.00% | New | 4,343 | $292K |
| D. E. Shaw & Co. | 0.00% | New | 4,100 | $275K |
| Integras Partners LLC | 0.23% | Reduce -94.8% | 3,650 | $245K |
| Ignite Planners, LLC | 0.05% | Reduce -4.9% | 3,448 | $243K |
| Silver Oak Securities, Incorporated | 0.02% | New | 3,565 | $242K |
| Resolute Wealth Strategies, LLC | 0.13% | New | 3,539 | $238K |
| Mutual Advisors, LLC | 0.01% | New | 3,287 | $228K |
| IHT Wealth Management, LLC | 0.01% | Reduce -82.4% | 3,060 | $220K |
| Monterey Private Wealth, Inc. | 0.06% | New | 3,175 | $213K |
| Valmark Advisers, Inc. | 0.00% | New | 3,121 | $210K |
| Stifel Financial Corp. | 0.00% | New | 3,074 | $207K |
| Tableaux LLC | 0.15% | New | 3,049 | $205K |
| Wagner Wealth Management, LLC | 0.05% | Add +25.5% | 2,841 | $191K |
| Jones Financial Companies LLLP | 0.00% | New | 2,367 | $161K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2,166 | $146K |
| HighMark Wealth Management LLC | 0.07% | No change | 1,726 | $116K |
| Morgan Stanley | 0.00% | Add +9.0% | 1,327 | $89K |
| Steph & Co. | 0.03% | New | 1,200 | $81K |
| Briaud Financial Planning Inc | 0.02% | No change | 760 | $51K |
| Comerica Bank | 0.00% | No change | 500 | $34K |
| Capital Analysts, LLC | 0.00% | New | 452 | $30K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 430 | $29K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.05% | New | 398 | $27K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +99.2% | 241 | $16K |
| Mather Group, Llc. | 0.00% | No change | 166 | $11K |
| Sound Income Strategies, LLC | 0.00% | No change | 145 | $10K |
| Allworth Financial LP | 0.00% | No change | 142 | $10K |
| Hughes Financial Services, LLC | 0.00% | New | 125 | $8K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 84 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 84 | $6K |
| AE Wealth Management LLC | 0.00% | No change | 78 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 75 | $5K |
| TD Capital Management LLC | 0.00% | New | 66 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 64 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -23.1% | 50 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 47 | $3K |
| Bessemer Group Inc. | 0.00% | New | 42 | $3K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 37 | $2K |
| Geneos Wealth Management Inc. | 0.00% | New | 32 | $2K |
| US Bancorp \de | 0.00% | New | 29 | $2K |
| Armor Investment Advisors, LLC | 0.00% | No change | 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.