JPMorgan US Tech LeadersJTEKETF
13F holders, Q4 2025 (December 31)164holders +43
43new positions
7sold out
3famous investors
$94.09avg. 13F price*
At the end of Q4 2025, 164 institutions reported holding JPMorgan US Tech Leaders (JTEK) in their 13F filings, up 43 from Q3 2025. 43 opened new positions and 7 sold out. The largest holders were JPMorgan Chase & Co. ($414.1M), Wells Fargo & Company ($69.9M) and LPL Financial LLC ($48.5M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan US Tech Leaders
- CUSIP
- 46654Q732
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $34.6M |
| Exits | 7 | $2.3M |
All 13F filers, Q3 2025 → Q4 2025: 2,108,503 shares bought and 965,789 shares sold, net +1,142,714 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 164 holders
| JPMorgan Chase & Co. | 0.03% | Add +17.1% | 4,597,385 | $414.1M |
| Wells Fargo & Company | 0.01% | Add +10.4% | 775,708 | $69.9M |
| LPL Financial LLC | 0.01% | Add +46.2% | 538,269 | $48.5M |
| Vestor Capital, LLC | 3.94% | Reduce -98.6% | 6,788 | $46.8M |
| UBS Group AG | 0.01% | Reduce -2.7% | 439,134 | $39.6M |
| Hughes Financial Services, LLC | 5.18% | Reduce -32.5% | 366,230 | $33.0M |
| Composition Wealth, LLC | 0.47% | Add +2.8% | 361,341 | $32.5M |
| Royal Bank of Canada | 0.01% | Add +208.3% | 332,503 | $29.9M |
| Raymond James Financial Inc. | 0.01% | Add +18.7% | 230,683 | $20.8M |
| Kestra Advisory Services, LLC | 0.07% | Add +5.6% | 198,964 | $17.9M |
| Morgan Stanley | 0.00% | Add +80.9% | 176,768 | $15.9M |
| Vertex Planning Partners, LLC | 3.16% | Add +1.7% | 151,118 | $13.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.8% | 141,304 | $12.7M |
| Tradition Wealth Management, LLC | 0.90% | Add +6.0% | 139,971 | $12.6M |
| SilverOak Wealth Management LLC | 1.81% | Add +2.7% | 128,041 | $11.5M |
| MML Investors Services, LLC | 0.03% | Add +109.6% | 126,034 | $11.4M |
| Cetera Investment Advisers | 0.01% | Add +28.7% | 125,187 | $11.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.2% | 120,769 | $10.9M |
| Oak Barrel Wealth Advisory LLC | 5.81% | — | 107,852 | $9.7M |
| Foundry Financial Group, Inc. | 4.36% | Add +2.4% | 96,709 | $8.7M |
| Assetmark, Inc. | 0.02% | New | 96,241 | $8.7M |
| Quadcap Wealth Management, LLC | 0.96% | Add +13.2% | 93,075 | $8.4M |
| Freedom Financial Partners LLC | 3.04% | Add +21.1% | 92,784 | $8.4M |
| Welch Financial Planning, LLC | 5.60% | — | 85,334 | $7.7M |
| NewEdge Wealth, LLC | 0.09% | Reduce -4.2% | 85,030 | $7.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +152.0% | 82,885 | $7.5M |
| ERn Financial, LLC | 1.25% | New | 73,977 | $6.7M |
| Yarger Wealth Strategies, LLC | 2.85% | Add +6.2% | 73,495 | $6.6M |
| Jones Financial Companies LLLP | 0.00% | Add +133.5% | 68,823 | $6.2M |
| Hartford Financial Management Inc. | 1.61% | Add +2.7% | 68,704 | $6.2M |
| Fagan Associates, Inc. | 0.82% | Reduce -1.7% | 67,938 | $6.1M |
| CVA Family Office, LLC | 0.69% | Add +146.3% | 66,286 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Add +1.5% | 51,522 | $4.6M |
| Horizon Investments, LLC | 0.05% | Reduce -2.6% | 46,875 | $4.2M |
| Founders Financial Securities LLC | 0.25% | Reduce -2.9% | 46,833 | $4.2M |
| Guided Capital Wealth Management, LLC | 2.92% | Add +1.8% | 46,335 | $4.2M |
| Potentia Wealth | 1.50% | Reduce -2.3% | 45,319 | $4.1M |
| Independent Financial Group, LLC | 0.09% | Reduce -4.9% | 45,246 | $4.1M |
| Valley Wealth Managers, Inc. | 0.26% | Reduce -0.1% | 45,129 | $4.1M |
| Integras Partners LLC | 3.23% | Reduce -1.0% | 44,449 | $4.0M |
| Vienna Asset Management LLC | 1.76% | Add +279.3% | 34,478 | $3.1M |
| Resolute Wealth Strategies, LLC | 1.35% | Add +3.9% | 34,133 | $3.1M |
| MBL Wealth, LLC | 0.23% | Add +1.7% | 31,881 | $2.9M |
| Pine Valley Investments Ltd Liability Co | 0.14% | New | 31,434 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +45.4% | 30,040 | $2.7M |
| Krilogy Financial LLC | 0.09% | Add +12.3% | 29,118 | $2.6M |
| &partners | 0.01% | Add +26.5% | 27,148 | $2.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -52.3% | 27,109 | $2.4M |
| Circle Wealth Management, LLC | 0.04% | Add +94.3% | 25,907 | $2.3M |
| Tableaux LLC | 1.59% | Reduce -40.3% | 24,150 | $2.3M |
| Private Wealth Partners, LLC | 0.16% | Add +39.3% | 24,445 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +301.4% | 24,375 | $2.2M |
| Symphony Financial Services, Inc. | 1.07% | New | 23,114 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +3.7% | 22,648 | $2.0M |
| Mariner, LLC | 0.00% | Add +6.8% | 22,646 | $2.0M |
| Ulland Investment Advisors, LLC | 1.60% | Reduce -1.1% | 22,115 | $2.0M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -28.6% | 22,057 | $2.0M |
| HRT Financial LP | 0.01% | New | 21,436 | $1.9M |
| BLVD Private Wealth, LLC | 1.57% | Reduce -1.0% | 19,968 | $1.8M |
| Triumph Capital Management | 0.39% | Reduce -4.0% | 19,892 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +29.3% | 19,449 | $1.8M |
| Base Wealth Management LLC | 0.92% | New | 18,880 | $1.7M |
| Boulder Wealth Advisors, LLC | 0.70% | New | 18,460 | $1.7M |
| Choreo, LLC | 0.02% | Add +575.6% | 17,450 | $1.6M |
| Silver Oak Securities, Incorporated | 0.11% | Add +22.5% | 17,116 | $1.6M |
| Fifth Third Bancorp | 0.00% | New | 17,030 | $1.5M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -4.7% | 16,008 | $1.4M |
| Bank of America Corp. | 0.00% | Add +3.7% | 15,723 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +49.2% | 15,105 | $1.4M |
| Ankerstar Wealth, LLC | 1.30% | — | 14,546 | $1.3M |
| National Philanthropic Trust | 0.01% | New | 13,923 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +113.5% | 13,660 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -22.2% | 13,354 | $1.2M |
| North Star Asset Management Inc. | 0.05% | New | 13,312 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -39.1% | 12,900 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -22.3% | 12,422 | $1.2M |
| Archford Capital Strategies, LLC | 0.12% | Add +2.4% | 11,394 | $1.0M |
| Wagner Wealth Management, LLC | 0.22% | Reduce -3.4% | 11,290 | $1.0M |
| Truist Financial Corp. | 0.00% | Add +3.5% | 10,103 | $910K |
| Stifel Financial Corp. | 0.00% | Add +114.3% | 9,804 | $883K |
| Genesis Private Wealth, LLC | 0.27% | New | 9,664 | $870K |
| Atticus Wealth Management, LLC | 0.20% | Add +21.1% | 9,083 | $818K |
| Peck Wealth Management, LLC | 0.72% | Add +0.4% | 8,460 | $762K |
| IHT Wealth Management, LLC | 0.02% | Reduce -48.2% | 8,750 | $746K |
| Lionsbridge Wealth Management LLC | 0.75% | Reduce -0.2% | 8,275 | $745K |
| Stelac Advisory Services LLC | 0.25% | New | 7,990 | $720K |
| World Investment Advisors | 0.01% | Add +4.3% | 7,845 | $707K |
| Cwm, LLC | 0.00% | Add +196.4% | 7,701 | $694K |
| Cooper Financial Group | 0.07% | Add +7.7% | 7,376 | $664K |
| Ignite Planners, LLC | 0.10% | Add +135.8% | 7,425 | $654K |
| Quantinno Capital Management LP | 0.00% | New | 7,075 | $637K |
| 55 North Private Wealth, LLC | 0.16% | — | 6,685 | $602K |
| Family Manage LLC | 0.07% | No change | 6,480 | $584K |
| Susquehanna International Group, LLP | 0.00% | Add +29.0% | 5,819 | $524K |
| CreativeOne Wealth, LLC | 0.01% | Add +28.6% | 5,335 | $481K |
| IFP Advisors, Inc | 0.01% | Add +2.1% | 5,307 | $478K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -4.0% | 4,989 | $449K |
| Principal Financial Group Inc. | 0.00% | New | 4,954 | $446K |
| Eldridge Investment Advisors, Inc. | 0.10% | Reduce -1.6% | 4,945 | $445K |
| Mountain Capital Investment Advisors Inc. | 0.07% | Add +22.3% | 4,743 | $429K |
"% of holder's portfolio" is JTEK's weight in each manager's 13F, not the share of JPMorgan US Tech Leaders the manager owns.