JPMorgan US Tech LeadersJTEKETF
13F holders, Q3 2025 (September 30)121holders +12
21new positions
9sold out
3famous investors
$92.11avg. 13F price*
At the end of Q3 2025, 121 institutions reported holding JPMorgan US Tech Leaders (JTEK) in their 13F filings, up 12 from Q2 2025. 21 opened new positions and 9 sold out. The largest holders were JPMorgan Chase & Co. ($361.0M), Wells Fargo & Company ($64.6M) and Hughes Financial Services, LLC ($51.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan US Tech Leaders
- CUSIP
- 46654Q732
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $25.3M |
| Exits | 9 | $2.0M |
All 13F filers, Q2 2025 → Q3 2025: 2,101,877 shares bought and 92,212 shares sold, net +2,009,665 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| JPMorgan Chase & Co. | 0.02% | Add +5.5% | 3,924,851 | $361.0M |
| Wells Fargo & Company | 0.01% | Add +44.9% | 702,393 | $64.6M |
| Hughes Financial Services, LLC | 8.15% | Add +0.2% | 542,662 | $51.2M |
| Vestor Capital, LLC | 2.92% | Add +10570.6% | 495,755 | $45.6M |
| UBS Group AG | 0.01% | Add +4.1% | 451,449 | $41.5M |
| LPL Financial LLC | 0.01% | Add +25.3% | 368,159 | $33.9M |
| Composition Wealth, LLC | 0.48% | Add +0.9% | 351,577 | $32.3M |
| Raymond James Financial Inc. | 0.01% | Add +64.8% | 194,318 | $17.9M |
| Kestra Advisory Services, LLC | 0.08% | Add +5.9% | 188,413 | $17.3M |
| Financially Speaking Inc | 10.29% | Reduce -14.6% | 170,333 | $15.7M |
| Vertex Planning Partners, LLC | 2.62% | Add +3.7% | 148,577 | $13.7M |
| Tradition Wealth Management, LLC | 0.90% | Add +3.6% | 132,051 | $12.1M |
| SilverOak Wealth Management LLC | 1.94% | Add +0.2% | 124,715 | $11.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +156.9% | 121,004 | $11.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.6% | 109,642 | $10.1M |
| Royal Bank of Canada | 0.00% | Add +44.1% | 107,869 | $9.9M |
| Morgan Stanley | 0.00% | Add +4345.4% | 97,709 | $9.0M |
| Cetera Investment Advisers | 0.01% | Add +68.6% | 97,269 | $8.9M |
| Foundry Financial Group, Inc. | 4.56% | Reduce -2.9% | 94,472 | $8.7M |
| NewEdge Wealth, LLC | 0.12% | New | 88,787 | $8.4M |
| Quadcap Wealth Management, LLC | 0.89% | New | 82,199 | $7.6M |
| Freedom Financial Partners LLC | 2.68% | Add +84.3% | 76,584 | $7.0M |
| Yarger Wealth Strategies, LLC | 2.92% | Add +483.4% | 69,207 | $6.4M |
| Fagan Associates, Inc. | 0.88% | Add +2.6% | 69,141 | $6.4M |
| Hartford Financial Management Inc. | 1.63% | Add +3.1% | 66,901 | $6.2M |
| MML Investors Services, LLC | 0.01% | Add +1618.2% | 60,120 | $5.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +9588.2% | 56,773 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -11.0% | 50,743 | $4.5M |
| Founders Financial Securities LLC | 0.30% | Reduce -1.7% | 48,253 | $4.4M |
| Horizon Investments, LLC | 0.06% | Reduce -2.0% | 48,123 | $4.4M |
| Independent Financial Group, LLC | 0.11% | Add +127.3% | 47,571 | $4.4M |
| Potentia Wealth | 1.63% | New | 46,404 | $4.3M |
| Guided Capital Wealth Management, LLC | 3.59% | Add +21.1% | 45,540 | $4.2M |
| Valley Wealth Managers, Inc. | 0.27% | Add +29.4% | 45,176 | $4.2M |
| Integras Partners LLC | 3.34% | Add +54.0% | 44,911 | $4.1M |
| Tableaux LLC | 1.49% | Add +1434.4% | 40,416 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +175.2% | 32,892 | $3.0M |
| Resolute Wealth Strategies, LLC | 1.38% | Add +923.7% | 32,841 | $3.0M |
| MBL Wealth, LLC | 0.25% | Add +2.6% | 31,360 | $2.9M |
| Silvercrest Asset Management Group LLC | 0.02% | No change | 30,910 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +206.7% | 29,471 | $2.7M |
| CVA Family Office, LLC | 0.32% | Add +6.9% | 26,916 | $2.5M |
| Krilogy Financial LLC | 0.09% | Add +34.8% | 25,924 | $2.5M |
| Ulland Investment Advisors, LLC | 1.56% | Add +0.2% | 22,373 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +9.6% | 21,849 | $2.0M |
| &partners | 0.01% | Add +177.0% | 21,459 | $2.0M |
| Mariner, LLC | 0.00% | Add +9.6% | 21,214 | $2.0M |
| Renaissance Technologies | 0.00% | Add +236.5% | 21,200 | $1.9M |
| Triumph Capital Management | 0.51% | Add +2.1% | 20,724 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +42.8% | 20,656 | $1.9M |
| BLVD Private Wealth, LLC | 1.59% | Reduce -12.7% | 20,169 | $1.9M |
| Private Wealth Partners, LLC | 0.12% | Add +1.1% | 17,545 | $1.6M |
| IHT Wealth Management, LLC | 0.04% | Add +573.4% | 16,888 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Add +0.7% | 17,173 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -3.2% | 16,798 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -31.3% | 16,225 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.8% | 15,995 | $1.5M |
| Bank of America Corp. | 0.00% | Add +1.5% | 15,160 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +17.7% | 15,045 | $1.4M |
| Silver Oak Securities, Incorporated | 0.10% | Add +34.9% | 13,974 | $1.3M |
| Circle Wealth Management, LLC | 0.02% | Add +88.9% | 13,336 | $1.2M |
| Wagner Wealth Management, LLC | 0.25% | Add +5.3% | 11,688 | $1.1M |
| Archford Capital Strategies, LLC | 0.12% | Reduce -1.0% | 11,130 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +23.9% | 10,124 | $931K |
| Truist Financial Corp. | 0.00% | Reduce -3.9% | 9,759 | $898K |
| Vienna Asset Management LLC | 0.50% | Reduce -35.0% | 9,089 | $836K |
| Peck Wealth Management, LLC | 0.74% | — | 8,430 | $775K |
| Lionsbridge Wealth Management LLC | 0.75% | New | 8,294 | $763K |
| World Investment Advisors | 0.01% | Add +31.5% | 7,520 | $692K |
| Atticus Wealth Management, LLC | 0.17% | Add +3954.1% | 7,500 | $690K |
| Cooper Financial Group | 0.07% | Add +25.7% | 6,850 | $630K |
| Family Manage LLC | 0.08% | No change | 6,480 | $596K |
| Jane Street Group, LLC | 0.00% | New | 6,399 | $589K |
| NewEdge Advisors, LLC | 0.00% | New | 6,072 | $558K |
| IFP Advisors, Inc | 0.01% | Add +51.7% | 5,197 | $478K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -0.9% | 5,196 | $478K |
| Eldridge Investment Advisors, Inc. | 0.11% | New | 5,023 | $462K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.2% | 4,638 | $427K |
| Stifel Financial Corp. | 0.00% | New | 4,574 | $421K |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.0% | 4,510 | $415K |
| Mattern Capital Management, LLC | 0.05% | Add +6.5% | 4,475 | $412K |
| Mutual Advisors, LLC | 0.01% | Add +42.7% | 4,244 | $396K |
| Creative Planning | 0.00% | No change | 4,195 | $386K |
| SFG Wealth Management, LLC. | 0.17% | New | 4,165 | $383K |
| CreativeOne Wealth, LLC | 0.01% | New | 4,150 | $382K |
| Mountain Capital Investment Advisors Inc. | 0.06% | New | 3,877 | $358K |
| NorthCoast Asset Management LLC | 0.00% | Add +9.3% | 3,554 | $327K |
| Valmark Advisers, Inc. | 0.00% | Add +2.3% | 3,321 | $305K |
| Ignite Planners, LLC | 0.05% | Reduce -2.4% | 3,149 | $290K |
| Beaumont Financial Advisors, LLC | 0.02% | New | 3,124 | $287K |
| Mascagni Wealth Management, Inc. | 0.22% | Reduce -23.3% | 3,058 | $281K |
| TD Capital Management LLC | 0.02% | Add +4418.2% | 2,982 | $274K |
| Cwm, LLC | 0.00% | Add +99.8% | 2,598 | $239K |
| Choreo, LLC | 0.00% | New | 2,583 | $238K |
| Sutton Place Investors LLC | 0.13% | No change | 2,509 | $231K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,250 | $207K |
| Mgo One Seven LLC | 0.00% | New | 2,182 | $201K |
| HighMark Wealth Management LLC | 0.07% | No change | 1,726 | $159K |
| Financial Management Professionals, Inc. | 0.02% | New | 1,622 | $149K |
| Steph & Co. | 0.04% | No change | 1,300 | $120K |
"% of holder's portfolio" is JTEK's weight in each manager's 13F, not the share of JPMorgan US Tech Leaders the manager owns.