JPMorgan US Tech LeadersJTEKETF
13F holders, Q2 2025 (June 30)109holders +10
23new positions
14sold out
3famous investors
$84.48avg. 13F price*
At the end of Q2 2025, 109 institutions reported holding JPMorgan US Tech Leaders (JTEK) in their 13F filings, up 10 from Q1 2025. 23 opened new positions and 14 sold out. The largest holders were JPMorgan Chase & Co. ($314.4M), Hughes Financial Services, LLC ($46.3M) and Wells Fargo & Company ($40.9M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan US Tech Leaders
- CUSIP
- 46654Q732
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $26.0M |
| Exits | 14 | $4.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,575,533 shares bought and 990,868 shares sold, net +584,665 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| JPMorgan Chase & Co. | 0.02% | Reduce -17.4% | 3,722,157 | $314.4M |
| Hughes Financial Services, LLC | 7.95% | Add +433344.0% | 541,805 | $46.3M |
| Wells Fargo & Company | 0.01% | Add +87.0% | 484,656 | $40.9M |
| UBS Group AG | 0.01% | Add +19.2% | 433,790 | $36.6M |
| Composition Wealth, LLC | 0.49% | Add +41.7% | 348,356 | $29.4M |
| LPL Financial LLC | 0.01% | Add +21.9% | 293,794 | $24.8M |
| Financially Speaking Inc | 11.08% | New | 199,329 | $16.8M |
| Kestra Advisory Services, LLC | 0.07% | Add +18.3% | 177,855 | $15.0M |
| Vertex Planning Partners, LLC | 2.53% | Add +2.9% | 143,240 | $12.1M |
| Tradition Wealth Management, LLC | 0.86% | Add +3.1% | 127,414 | $10.8M |
| SilverOak Wealth Management LLC | 1.97% | Add +16.6% | 124,425 | $10.5M |
| Raymond James Financial Inc. | 0.00% | Add +23.8% | 117,874 | $10.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.4% | 101,937 | $8.6M |
| Foundry Financial Group, Inc. | 4.68% | Reduce -0.0% | 97,293 | $8.2M |
| Royal Bank of Canada | 0.00% | Add +25.1% | 74,831 | $6.3M |
| Fagan Associates, Inc. | 0.88% | Reduce -27.0% | 67,359 | $5.7M |
| Hartford Financial Management Inc. | 1.50% | Add +11.4% | 64,891 | $5.5M |
| Cetera Investment Advisers | 0.01% | Add +13.1% | 57,695 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Add +97.8% | 57,018 | $4.8M |
| Founders Financial Securities LLC | 0.32% | Reduce -3.7% | 49,099 | $4.1M |
| Horizon Investments, LLC | 0.07% | New | 49,099 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.6% | 47,109 | $4.0M |
| Freedom Financial Partners LLC | 1.48% | Add +8.8% | 41,551 | $3.5M |
| Guided Capital Wealth Management, LLC | 2.45% | Reduce -1.2% | 37,595 | $3.2M |
| Valley Wealth Managers, Inc. | 0.21% | Add +4.5% | 34,898 | $2.9M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -14.1% | 30,910 | $2.6M |
| MBL Wealth, LLC | 0.25% | Add +7.0% | 30,574 | $2.6M |
| Integras Partners LLC | 2.65% | Add +699.0% | 29,163 | $2.5M |
| CVA Family Office, LLC | 0.30% | Add +14.4% | 25,175 | $2.1M |
| Citadel Advisors | 0.00% | Add +333.0% | 23,620 | $2.0M |
| BLVD Private Wealth, LLC | 1.84% | — | 23,099 | $2.0M |
| Ulland Investment Advisors, LLC | 1.55% | Reduce -2.6% | 22,328 | $1.9M |
| Independent Financial Group, LLC | 0.05% | Add +73.1% | 20,926 | $1.8M |
| Triumph Capital Management | 0.51% | Add +51.0% | 20,288 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +2.8% | 19,929 | $1.7M |
| Mariner, LLC | 0.00% | Add +34.5% | 19,360 | $1.6M |
| Krilogy Financial LLC | 0.09% | Add +34.1% | 19,232 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Add +4.5% | 17,351 | $1.5M |
| Private Wealth Partners, LLC | 0.11% | Add +6.4% | 17,345 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.1% | 17,153 | $1.5M |
| D. E. Shaw & Co. | 0.00% | Add +315.8% | 17,048 | $1.4M |
| Bank of America Corp. | 0.00% | Reduce -52.0% | 14,930 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -22.3% | 14,524 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +51.6% | 14,462 | $1.2M |
| Vienna Asset Management LLC | 0.81% | Reduce -71.6% | 13,993 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +3.6% | 12,778 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +6.3% | 11,953 | $1.0M |
| Yarger Wealth Strategies, LLC | 0.52% | New | 11,863 | $1.0M |
| Archford Capital Strategies, LLC | 0.12% | Reduce -17.0% | 11,247 | $950K |
| Wagner Wealth Management, LLC | 0.21% | Add +290.6% | 11,098 | $937K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.5% | 11,030 | $932K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -53.9% | 10,627 | $898K |
| Silver Oak Securities, Incorporated | 0.07% | Add +190.7% | 10,363 | $875K |
| Truist Financial Corp. | 0.00% | Add +0.2% | 10,150 | $857K |
| Jones Financial Companies LLLP | 0.00% | Add +306.0% | 9,610 | $802K |
| Janney Montgomery Scott LLC | 0.00% | Add +80.1% | 8,174 | $690K |
| &partners | 0.01% | New | 7,748 | $654K |
| Circle Wealth Management, LLC | 0.01% | No change | 7,060 | $596K |
| Dohj, LLC | 0.17% | New | 8,817 | $578K |
| Family Manage LLC | 0.08% | Add +13.5% | 6,480 | $547K |
| Renaissance Technologies | 0.00% | New | 6,300 | $532K |
| World Investment Advisors | 0.01% | Reduce -7.7% | 5,720 | $483K |
| Cooper Financial Group | 0.05% | Add +0.9% | 5,451 | $460K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +8.6% | 5,242 | $443K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 4,583 | $387K |
| Mattern Capital Management, LLC | 0.04% | New | 4,201 | $355K |
| Creative Planning | 0.00% | Reduce -3.4% | 4,195 | $354K |
| Mascagni Wealth Management, Inc. | 0.29% | Reduce -23.7% | 3,987 | $337K |
| MML Investors Services, LLC | 0.00% | New | 3,499 | $296K |
| IFP Advisors, Inc | 0.01% | New | 3,425 | $289K |
| Ignite Planners, LLC | 0.05% | Reduce -6.4% | 3,227 | $276K |
| NorthCoast Asset Management LLC | 0.00% | New | 3,253 | $275K |
| Valmark Advisers, Inc. | 0.00% | Add +4.0% | 3,246 | $274K |
| Resolute Wealth Strategies, LLC | 0.15% | Reduce -9.3% | 3,208 | $271K |
| Vestor Capital, LLC | 0.02% | New | 4,646 | $254K |
| Mutual Advisors, LLC | 0.01% | Reduce -9.5% | 2,974 | $254K |
| Tableaux LLC | 0.13% | Reduce -13.6% | 2,634 | $222K |
| Sutton Place Investors LLC | 0.13% | New | 2,509 | $212K |
| IHT Wealth Management, LLC | 0.01% | Reduce -18.0% | 2,508 | $212K |
| Morgan Stanley | 0.00% | Add +65.6% | 2,198 | $186K |
| HighMark Wealth Management LLC | 0.07% | No change | 1,726 | $146K |
| Cwm, LLC | 0.00% | New | 1,300 | $110K |
| Steph & Co. | 0.04% | Add +8.3% | 1,300 | $110K |
| Briaud Financial Planning Inc | 0.03% | No change | 760 | $64K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -97.1% | 586 | $49K |
| Comerica Bank | 0.00% | No change | 500 | $42K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -83.4% | 360 | $30K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -17.0% | 357 | $30K |
| Comprehensive Financial Planning, Inc. | 0.02% | No change | 241 | $20K |
| Kestra Investment Management, LLC | 0.00% | New | 239 | $20K |
| Atticus Wealth Management, LLC | 0.00% | New | 185 | $16K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 174 | $15K |
| Private Trust Co. NA | 0.00% | New | 170 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | New | 150 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | Add +198.0% | 149 | $13K |
| Sound Income Strategies, LLC | 0.00% | No change | 145 | $12K |
| Allworth Financial LP | 0.00% | No change | 142 | $12K |
| AE Wealth Management LLC | 0.00% | Add +52.6% | 119 | $10K |
| Spire Wealth Management | 0.00% | New | 110 | $9K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 84 | $7K |
"% of holder's portfolio" is JTEK's weight in each manager's 13F, not the share of JPMorgan US Tech Leaders the manager owns.