JPMorgan US Tech LeadersJTEKETF
13F holders, Q1 2026 (March 31)170holders +6
25new positions
16sold out
4famous investors
$78.74avg. 13F price*
At the end of Q1 2026, 170 institutions reported holding JPMorgan US Tech Leaders (JTEK) in their 13F filings, up 6 from Q4 2025. 25 opened new positions and 16 sold out. The largest holders were JPMorgan Chase & Co. ($356.9M), Wells Fargo & Company ($64.8M) and LPL Financial LLC ($42.8M). 4 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $60.0M |
| Exits | 16 | $10.8M |
All 13F filers, Q4 2025 → Q1 2026: 1,828,369 shares bought and 435,737 shares sold, net +1,392,632 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 170 holders
| JPMorgan Chase & Co. | 0.02% | Add +2.4% | 4,707,414 | $356.9M |
| Wells Fargo & Company | 0.01% | Add +5.0% | 814,902 | $64.8M |
| LPL Financial LLC | 0.01% | Add +0.1% | 538,589 | $42.8M |
| Royal Bank of Canada | 0.01% | Add +30.5% | 434,030 | $34.5M |
| Independent Advisor Alliance | 0.37% | New | 430,289 | $34.2M |
| Hughes Financial Services, LLC | 4.64% | Add +3.7% | 379,941 | $30.2M |
| Composition Wealth, LLC | 0.40% | Add +1.5% | 366,799 | $29.2M |
| Vestor Capital, LLC | 2.08% | Add +5221.0% | 361,189 | $28.7M |
| UBS Group AG | 0.01% | Reduce -18.5% | 357,701 | $28.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.9% | 219,351 | $17.4M |
| Kestra Advisory Services, LLC | 0.06% | Add +8.3% | 215,392 | $17.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.6% | 166,126 | $13.2M |
| Vertex Planning Partners, LLC | 2.43% | Add +4.0% | 157,205 | $12.5M |
| Tradition Wealth Management, LLC | 0.83% | Add +4.7% | 146,533 | $11.7M |
| Pine Valley Investments Ltd Liability Co | 0.55% | Add +352.9% | 142,357 | $11.3M |
| SilverOak Wealth Management LLC | 1.65% | Add +2.5% | 131,306 | $10.4M |
| MML Investors Services, LLC | 0.03% | Add +4.0% | 131,039 | $10.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.6% | 126,271 | $10.0M |
| ERn Financial, LLC | 1.78% | Add +60.8% | 118,987 | $9.5M |
| GFS Advisors, LLC | 0.61% | New | 32,775 | $9.4M |
| NewEdge Wealth, LLC | 0.11% | Add +30.7% | 111,154 | $8.8M |
| Morgan Stanley | 0.00% | Reduce -38.5% | 108,765 | $8.7M |
| Freedom Financial Partners LLC | 3.04% | Add +15.6% | 107,231 | $8.5M |
| Assetmark, Inc. | 0.02% | Add +8.6% | 104,503 | $8.3M |
| Quadcap Wealth Management, LLC | 0.93% | Add +10.8% | 103,122 | $8.2M |
| Jones Financial Companies LLLP | 0.00% | Add +40.4% | 96,619 | $7.5M |
| Foundry Financial Group, Inc. | 3.68% | Reduce -3.6% | 93,224 | $7.4M |
| Horizon Investments, LLC | 0.08% | Add +92.0% | 89,986 | $7.2M |
| Welch Financial Planning, LLC | 5.06% | Add +3.7% | 88,517 | $7.0M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -0.7% | 82,293 | $6.5M |
| Cetera Investment Advisers | 0.01% | Reduce -39.0% | 76,387 | $6.1M |
| Legacy Edge Advisors, LLC | 0.62% | New | 74,484 | $5.9M |
| Hartford Financial Management Inc. | 1.46% | Add +4.9% | 72,085 | $5.7M |
| Yarger Wealth Strategies, LLC | 2.30% | Reduce -2.8% | 71,407 | $5.7M |
| Fagan Associates, Inc. | 0.76% | Add +0.9% | 68,523 | $5.5M |
| CVA Family Office, LLC | 0.56% | Add +0.3% | 66,460 | $5.3M |
| Founders Financial Securities LLC | 0.21% | Reduce -3.3% | 45,271 | $3.8M |
| Guided Capital Wealth Management, LLC | 2.40% | Reduce -1.3% | 45,751 | $3.6M |
| Valley Wealth Managers, Inc. | 0.23% | Reduce -0.2% | 45,045 | $3.6M |
| Integras Partners LLC | 2.32% | Reduce -0.2% | 44,356 | $3.5M |
| Potentia Wealth | 1.33% | Reduce -4.4% | 43,330 | $3.4M |
| National Philanthropic Trust | 0.04% | Add +208.5% | 42,947 | $3.4M |
| Circle Wealth Management, LLC | 0.05% | Add +63.5% | 42,371 | $3.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.7% | 41,390 | $3.3M |
| Krilogy Financial LLC | 0.10% | Add +13.3% | 32,991 | $3.0M |
| Independent Financial Group, LLC | 0.07% | Reduce -17.6% | 37,304 | $3.0M |
| Tableaux LLC | 1.42% | Add +53.1% | 36,975 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.1% | 32,474 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Add +32.0% | 32,173 | $2.6M |
| Symphony Financial Services, Inc. | 1.30% | Add +37.7% | 31,831 | $2.5M |
| N.E.W. Advisory Services LLC | 0.19% | New | 31,281 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +389.8% | 28,504 | $2.3M |
| Mariner, LLC | 0.00% | Add +24.9% | 28,296 | $2.3M |
| &partners | 0.01% | Add +4.2% | 28,281 | $2.2M |
| MBL Wealth, LLC | 0.16% | Reduce -18.2% | 26,067 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +71.2% | 25,852 | $2.1M |
| Choreo, LLC | 0.02% | Add +41.8% | 24,742 | $2.0M |
| Private Wealth Partners, LLC | 0.15% | Reduce -2.2% | 23,905 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +4.2% | 23,594 | $1.9M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +1.9% | 22,487 | $1.8M |
| Silver Oak Securities, Incorporated | 0.13% | Add +31.0% | 22,428 | $1.8M |
| BLVD Private Wealth, LLC | 1.52% | Add +9.9% | 21,939 | $1.7M |
| Base Wealth Management LLC | 0.96% | Add +14.4% | 21,606 | $1.7M |
| Triumph Capital Management | 0.35% | Add +6.8% | 21,252 | $1.7M |
| Ulland Investment Advisors, LLC | 1.43% | Reduce -5.7% | 20,849 | $1.7M |
| Citadel Advisors | 0.00% | New | 20,619 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.8% | 19,099 | $1.5M |
| Fifth Third Bancorp | 0.00% | Add +8.7% | 18,504 | $1.5M |
| Vienna Asset Management LLC | 1.12% | Reduce -48.2% | 17,845 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.6% | 16,256 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -43.6% | 15,288 | $1.2M |
| Macro Advisors, Inc. | 0.48% | — | 14,685 | $1.2M |
| Atticus Wealth Management, LLC | 0.31% | Add +58.4% | 14,390 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | New | 13,279 | $1.1M |
| Genesis Private Wealth, LLC | 0.33% | Add +35.1% | 13,059 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.6% | 12,618 | $1.0M |
| Ankerstar Wealth, LLC | 1.07% | Reduce -12.4% | 12,741 | $1.0M |
| Wagner Wealth Management, LLC | 0.20% | Add +8.1% | 12,204 | $971K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 11,694 | $930K |
| Archford Capital Strategies, LLC | 0.10% | Add +1.0% | 11,511 | $916K |
| Stifel Financial Corp. | 0.00% | Add +10.2% | 10,804 | $859K |
| CreativeOne Wealth, LLC | 0.02% | Add +88.7% | 10,069 | $801K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 9,225 | $734K |
| IHT Wealth Management, LLC | 0.02% | Reduce -1.3% | 8,639 | $687K |
| McDonald Partners LLC | 0.16% | New | 8,563 | $681K |
| Stelac Advisory Services LLC | 0.13% | No change | 7,990 | $636K |
| Truist Financial Corp. | 0.00% | Reduce -21.7% | 7,912 | $629K |
| D. E. Shaw & Co. | 0.00% | Reduce -41.2% | 7,854 | $625K |
| Ignite Planners, LLC | 0.10% | Add +4.2% | 7,739 | $617K |
| Cooper Financial Group | 0.06% | Add +3.0% | 7,601 | $605K |
| Peck Wealth Management, LLC | 0.60% | Reduce -11.8% | 7,460 | $593K |
| Creative Planning | 0.00% | Add +81.3% | 7,284 | $579K |
| Mattern Capital Management, LLC | 0.07% | Add +51.5% | 7,168 | $570K |
| Quantinno Capital Management LP | 0.00% | Reduce -0.7% | 7,026 | $559K |
| 55 North Private Wealth, LLC | 0.14% | No change | 6,685 | $532K |
| Focus Partners Wealth | 0.00% | New | 6,488 | $516K |
| Family Manage LLC | 0.06% | No change | 6,480 | $515K |
| IFP Advisors, Inc | 0.01% | Add +14.1% | 6,053 | $481K |
| Mountain Capital Investment Advisors Inc. | 0.07% | Add +4.7% | 4,965 | $470K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 4,989 | $397K |
| Principal Financial Group Inc. | 0.00% | No change | 4,954 | $394K |
| Mutual Advisors, LLC | 0.01% | Add +7.1% | 4,929 | $392K |
| Eldridge Investment Advisors, Inc. | 0.09% | Reduce -0.8% | 4,904 | $390K |
| Bank of America Corp. | 0.00% | Reduce -69.7% | 4,760 | $379K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -3.2% | 4,499 | $358K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 4,183 | $333K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 4,183 | $333K |
| SFG Wealth Management, LLC. | 0.14% | No change | 4,165 | $331K |
| Evolve Private Wealth, LLC | 0.02% | No change | 3,973 | $316K |
| Cary Street Partners Financial LLC | 0.01% | New | 3,850 | $306K |
| Fermata Advisors, LLC | 0.07% | New | 3,831 | $305K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +18.2% | 3,815 | $303K |
| World Investment Advisors | 0.00% | Reduce -52.5% | 3,725 | $296K |
| Cordoba Advisory Partners LLC | 0.08% | Add +47.8% | 3,704 | $295K |
| TD Capital Management LLC | 0.03% | Add +22.0% | 3,639 | $289K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | Add +5.4% | 3,458 | $275K |
| Cambridge Advisors Inc. | 0.05% | Add +7.9% | 3,441 | $274K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +19.1% | 3,293 | $262K |
| AQR Capital Management | 0.00% | Add +13.2% | 3,210 | $255K |
| Flow Traders U.S. LLC | 0.01% | New | 3,189 | $254K |
| Paradigm, Strategies in Wealth Management, LLC | 0.17% | New | 3,080 | $245K |
| Ascent Group, LLC | 0.01% | Add +25.2% | 2,987 | $238K |
| Valmark Advisers, Inc. | 0.00% | Reduce -10.2% | 2,927 | $233K |
| Cwm, LLC | 0.00% | Reduce -63.5% | 2,809 | $223K |
| Gateway Wealth Partners, LLC | 0.01% | New | 2,604 | $207K |
| Renaissance Technologies | 0.00% | Reduce -79.8% | 2,600 | $207K |
| Red Mountain Financial, LLC | 0.19% | Add +0.7% | 2,583 | $205K |
| Waverly Advisors, LLC | 0.00% | Add +21.3% | 1,981 | $158K |
| Gill Capital Partners, LLC | 0.04% | New | 1,936 | $154K |
| Comprehensive Financial Planning, Inc. | 0.10% | Add +284.2% | 1,848 | $147K |
| HighMark Wealth Management LLC | 0.06% | No change | 1,726 | $137K |
| Protective Life Corp. | 0.44% | New | 1,681 | $134K |
| Richardson Financial Services Inc. | 0.08% | Add +12.4% | 1,557 | $124K |
| Steph & Co. | 0.03% | No change | 1,300 | $103K |
| Financially Speaking Inc | 0.36% | Reduce -6.1% | 920 | $73K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 884 | $70K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +12.3% | 801 | $64K |
| Advisory Services Network, LLC | 0.00% | New | 666 | $53K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +327.2% | 534 | $42K |
| MAI Capital Management | 0.00% | Reduce -17.7% | 512 | $41K |
| Rockefeller Capital Management L.P. | 0.00% | New | 500 | $40K |
| International Assets Investment Management, LLC | 0.00% | No change | 475 | $38K |
| Allworth Financial LP | 0.00% | Add +121.7% | 399 | $32K |
| FMR LLC | 0.00% | Add +141.0% | 388 | $31K |
| Farther Finance Advisors, LLC | 0.00% | No change | 285 | $23K |
| BankPlus Trust Department | 0.01% | No change | 263 | $21K |
| Bangor Savings Bank | 0.00% | Add +18.6% | 261 | $21K |
| Godsey & Gibb, Inc. | 0.00% | No change | 197 | $16K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -11.4% | 194 | $15K |
| Private Trust Co. NA | 0.00% | Reduce -6.5% | 159 | $13K |
| Capital Analysts, LLC | 0.00% | No change | 137 | $11K |
| AE Wealth Management LLC | 0.00% | No change | 122 | $10K |
| Copia Wealth Management | 0.01% | No change | 113 | $9K |
| Parallel Advisors, LLC | 0.00% | No change | 111 | $9K |
| Spire Wealth Management | 0.00% | No change | 110 | $9K |
| Operose Advisors LLC | 0.00% | No change | 95 | $8K |
| Clearstead Advisors, LLC | 0.00% | Add +59.6% | 91 | $7K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 84 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 84 | $7K |
| Larson Financial Group LLC | 0.00% | Reduce -6.8% | 68 | $5K |
| Bank of Montreal | 0.00% | New | 57 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Add +228.6% | 46 | $4K |
| Ballast Advisors LLC | 0.00% | New | 35 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 32 | $3K |
| Armor Investment Advisors, LLC | 0.00% | No change | 20 | $2K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 12 | $955 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 11 | $875 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 2 | $160 |
| Rossby Financial, LCC | 0.00% | No change | 1 | $81 |
| Global Wealth Strategies & Associates | 0.00% | New | 1 | $80 |
"% of holder's portfolio" is JTEK's weight in each manager's 13F, not the share of JPMorgan US Tech Leaders the manager owns.