JPMorgan US Tech LeadersJTEKETF

13F holders, Q2 2026 (June 30)
180holders +10
24new positions
16sold out
4famous investors
$110.30avg. 13F price*

At the end of Q2 2026, 180 institutions reported holding JPMorgan US Tech Leaders (JTEK) in their 13F filings, up 10 from Q1 2026. 24 opened new positions and 16 sold out. The largest holders were JPMorgan Chase & Co. ($410.3M), Wells Fargo & Company ($104.6M) and Royal Bank of Canada ($59.6M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), 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

050100150200 Q1 2024: 22Q1 2024Q2 2024: 46Q2 2024Q3 2024: 52Q3 2024Q4 2024: 70Q4 2024Q1 2025: 99Q1 2025Q2 2025: 109Q2 2025Q3 2025: 121Q3 2025Q4 2025: 164Q4 2025Q1 2026: 170Q1 2026Q2 2026: 180Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions24$15.8M
Exits16$41.2M

All 13F filers, Q1 2026 → Q2 2026: 1,227,385 shares bought and 2,088,158 shares sold, net −860,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 180 holders

JPMorgan Chase & Co. 0.02% Reduce -19.4% 3,795,908 $410.3M
Wells Fargo & Company 0.02% Add +15.1% 937,516 $104.6M
Royal Bank of Canada 0.01% Add +23.0% 533,847 $59.6M
LPL Financial LLC 0.01% Reduce -2.3% 525,975 $58.7M
UBS Group AG 0.01% Add +15.5% 413,281 $46.1M
Composition Wealth, LLC 0.52% Add +8.4% 397,707 $44.4M
Hughes Financial Services, LLC 5.64% Add +0.4% 381,610 $42.6M
Morgan Stanley 0.00% Add +205.6% 332,367 $37.1M
Raymond James Financial Inc. 0.01% Add +5.2% 230,826 $25.7M
Kestra Advisory Services, LLC 0.08% Add +4.0% 223,976 $25.0M
Envestnet Asset Management Inc. 0.01% Add +33.2% 221,237 $24.7M
Vertex Planning Partners, LLC 3.02% Add +16.1% 182,483 $20.4M
MML Investors Services, LLC 0.04% Add +22.0% 159,888 $17.8M
Pine Valley Investments Ltd Liability Co 0.72% Add +5.9% 150,776 $16.8M
Tradition Wealth Management, LLC 1.02% Add +2.0% 149,519 $16.7M
SilverOak Wealth Management LLC 1.88% Reduce -0.4% 130,813 $14.6M
Commonwealth Equity Services, LLC 0.02% Add +2.1% 128,966 $14.4M
Jones Financial Companies LLLP 0.01% Add +40.5% 135,700 $14.2M
Oak Barrel Wealth Advisory LLC 5.94% — 120,621 $13.5M
ERn Financial, LLC 2.22% Add +1.1% 120,322 $13.4M
Freedom Financial Partners LLC 4.11% Add +5.5% 113,072 $12.6M
Osaic Holdings, Inc. 0.01% Add +159.1% 107,256 $12.0M
NewEdge Wealth, LLC 0.12% Reduce -4.0% 106,688 $11.9M
Legacy Edge Advisors, LLC 1.02% Add +34.0% 99,779 $11.1M
Quadcap Wealth Management, LLC 1.03% Reduce -7.8% 95,047 $10.6M
Sanctuary Advisors, LLC 0.05% Add +8.7% 89,432 $10.0M
Foundry Financial Group, Inc. 4.14% Reduce -7.9% 85,879 $9.6M
Cetera Investment Advisers 0.01% Add +9.0% 83,247 $9.3M
Assetmark, Inc. 0.02% Reduce -20.6% 82,962 $9.3M
Welch Financial Planning, LLC 5.13% Reduce -10.8% 78,989 $8.8M
Hartford Financial Management Inc. 1.72% Reduce -4.0% 69,188 $7.7M
Yarger Wealth Strategies, LLC 2.76% Add +2.8% 73,375 $7.7M
Fagan Associates, Inc. 0.93% Reduce -1.0% 67,866 $7.6M
CVA Family Office, LLC 0.65% Reduce -3.5% 64,115 $7.2M
Private Wealth Partners, LLC 0.48% Add +149.9% 59,745 $6.7M
Goldman Sachs Group Inc. 0.00% New 51,946 $5.8M
Private Advisor Group, LLC 0.03% Add +169.4% 51,446 $5.7M
Guided Capital Wealth Management, LLC 2.97% Reduce -0.4% 45,554 $5.1M
National Philanthropic Trust 0.07% Add +3.4% 44,387 $5.0M
Circle Wealth Management, LLC 0.06% Add +4.1% 44,109 $4.9M
Integras Partners LLC 2.67% Reduce -2.1% 43,437 $4.8M
Genesis Private Wealth, LLC 1.26% Add +207.1% 40,105 $4.5M
Potentia Wealth 1.79% Reduce -9.4% 39,266 $4.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +12.2% 36,422 $4.1M
NewEdge Advisors, LLC 0.01% Add +9.6% 35,260 $3.9M
Tableaux LLC 1.65% Reduce -4.9% 35,169 $3.9M
Krilogy Financial LLC 0.11% Add +4.6% 34,501 $3.8M
Symphony Financial Services, Inc. 1.70% Add +6.5% 33,892 $3.8M
Janney Montgomery Scott LLC 0.01% Add +28.9% 33,326 $3.7M
N.E.W. Advisory Services LLC 0.24% Add +1.8% 31,849 $3.6M
Valley Wealth Managers, Inc. 0.20% Reduce -30.3% 31,409 $3.5M
Independent Financial Group, LLC 0.06% Reduce -18.2% 30,524 $3.4M
Tower Research Capital LLC (TRC) 0.08% Add +229.2% 30,369 $3.4M
&partners 0.01% Add +4.9% 29,666 $3.3M
Clearstead Advisors, LLC 0.03% Add +32181.3% 29,376 $3.3M
Choreo, LLC 0.03% Add +12.1% 27,742 $3.1M
Silver Oak Securities, Incorporated 0.18% Add +19.1% 26,709 $3.0M
HighTower Advisors, LLC 0.00% Add +0.3% 23,662 $2.6M
Founders Financial Securities LLC 0.14% Reduce -47.8% 23,649 $2.6M
Horizon Investments, LLC 0.03% Reduce -74.0% 23,435 $2.6M
Bank of America Corp. 0.00% Add +379.5% 22,826 $2.5M
Citadel Advisors 0.00% Add +4.3% 21,495 $2.4M
BLVD Private Wealth, LLC 1.77% Reduce -2.5% 21,396 $2.4M
Ulland Investment Advisors, LLC 1.69% Reduce -1.7% 20,494 $2.3M
Base Wealth Management LLC 1.04% Reduce -7.4% 20,016 $2.2M
Atticus Wealth Management, LLC 0.52% Add +37.1% 19,733 $2.2M
Triumph Capital Management 0.36% Reduce -15.2% 18,028 $2.0M
McDonald Partners LLC 0.47% Add +101.3% 17,242 $1.9M
Quadrature Capital Ltd 0.02% New 16,509 $1.8M
MBL Wealth, LLC 0.12% Reduce -37.6% 16,254 $1.8M
Kingsview Wealth Management, LLC 0.02% Reduce -1.2% 16,067 $1.8M
Peck Wealth Management, LLC 1.48% Add +111.1% 15,745 $1.8M
Silvercrest Asset Management Group LLC 0.01% Reduce -31.3% 15,452 $1.7M
XTX Topco Ltd 0.02% New 14,641 $1.6M
Macro Advisors, Inc. 0.51% Reduce -2.2% 14,367 $1.6M
Wagner Wealth Management, LLC 0.27% Add +8.6% 13,247 $1.5M
Paradigm, Strategies in Wealth Management, LLC 0.84% Add +299.3% 12,297 $1.4M
Beacon Pointe Advisors, LLC 0.01% Add +4.6% 12,231 $1.4M
Ankerstar Wealth, LLC 1.13% Reduce -5.5% 12,038 $1.3M
Archford Capital Strategies, LLC 0.14% Add +4.2% 11,991 $1.3M
Fulton Bank, N.A. 0.04% New 11,795 $1.3M
Stifel Financial Corp. 0.00% Add +5.4% 11,386 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -61.8% 10,902 $1.2M
Mattern Capital Management, LLC 0.13% Add +42.9% 10,242 $1.1M
Renaissance Technologies 0.00% Add +288.5% 10,100 $1.1M
D. E. Shaw & Co. 0.00% Add +28.0% 10,054 $1.1M
Quantinno Capital Management LP 0.00% Add +25.6% 8,825 $984K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -28.4% 9,041 $946K
Fifth Third Bancorp 0.00% Reduce -54.6% 8,398 $937K
Ignite Planners, LLC 0.12% Add +4.6% 8,094 $905K
IFP Advisors, Inc 0.02% Add +32.5% 8,019 $895K
Stelac Advisory Services LLC 0.17% No change 7,990 $891K
Endowment Wealth Management, Inc. 0.33% New 7,689 $858K
Creative Planning 0.00% Add +1.7% 7,409 $826K
Cooper Financial Group 0.07% Reduce -6.5% 7,104 $792K
55 North Private Wealth, LLC 0.15% No change 6,685 $746K
Mariner, LLC 0.00% Reduce -76.9% 6,549 $731K
Family Manage LLC 0.08% No change 6,480 $723K
EnRich Financial Partners LLC 0.16% New 6,121 $683K
Focus Partners Wealth 0.00% Reduce -7.3% 6,011 $671K
HighMark Wealth Management LLC 0.19% Add +194.6% 5,085 $567K
Avidian Wealth Enterprises, LLC 0.02% No change 4,989 $557K
AQR Capital Management 0.00% Add +47.3% 4,727 $527K
Mountain Capital Investment Advisors Inc. 0.07% Reduce -9.6% 4,488 $501K
Mutual Advisors, LLC 0.01% Reduce -10.1% 4,429 $494K
Eldridge Investment Advisors, Inc. 0.10% Reduce -10.2% 4,404 $491K
Concurrent Investment Advisors, LLC 0.00% Reduce -3.8% 4,327 $483K
Principal Financial Group Inc. 0.00% Reduce -18.4% 4,043 $451K
Beaumont Financial Advisors, LLC 0.03% Add +3.9% 3,963 $442K
Twin Peaks Wealth Advisors, LLC 0.10% Add +12.2% 3,880 $433K
Cary Street Partners Financial LLC 0.01% No change 3,850 $429K
Fermata Advisors, LLC 0.09% No change 3,831 $427K
Cordoba Advisory Partners LLC 0.09% No change 3,704 $413K
SFG Wealth Management, LLC. 0.15% Reduce -11.6% 3,680 $411K
TD Capital Management LLC 0.03% No change 3,639 $406K
Resolute Wealth Strategies, LLC 0.15% New 3,417 $381K
Cambridge Advisors Inc. 0.07% Reduce -0.7% 3,417 $381K
Elevation Point Wealth Partners, LLC 0.01% Reduce -22.7% 3,232 $361K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -22.7% 3,232 $361K
Avantax Planning Partners, Inc. 0.01% New 3,073 $343K
Jane Street Group, LLC 0.00% New 3,029 $338K
Red Mountain Financial, LLC 0.26% Add +7.7% 2,782 $310K
Patron Partners, LLC 0.11% New 2,675 $298K
World Investment Advisors 0.00% No change 3,725 $296K
Sutton Place Investors LLC 0.14% New 2,509 $280K
Wedbush Securities Inc. 0.01% New 2,503 $279K
Ascent Group, LLC 0.01% Reduce -16.6% 2,490 $278K
Blue Water Asset Management 0.09% New 2,473 $276K
J.W. Cole Advisors, Inc. 0.00% New 2,380 $265K
Legacy Solutions, LLC 0.21% New 2,292 $256K
Valmark Advisers, Inc. 0.00% Reduce -21.9% 2,286 $255K
GFS Advisors, LLC 0.03% Reduce -95.8% 1,360 $243K
Comprehensive Financial Planning, Inc. 0.13% Add +14.4% 2,114 $236K
FMR LLC 0.00% Add +437.4% 2,085 $233K
Vestor Capital, LLC 0.01% Reduce -98.7% 4,646 $232K
Atria Investments, Inc 0.00% New 2,062 $230K
Waverly Advisors, LLC 0.00% Add +3.6% 2,053 $229K
Gill Capital Partners, LLC 0.06% No change 1,936 $216K
Apollon Wealth Management, LLC 0.00% New 1,930 $215K
Bank of New York Mellon Corp 0.00% New 1,831 $204K
Security National Bank 0.02% New 1,468 $164K
Steph & Co. 0.04% No change 1,300 $145K
Richardson Financial Services Inc. 0.08% Reduce -17.5% 1,285 $143K
Protective Life Corp. 0.84% Reduce -37.3% 1,054 $118K
Rockefeller Capital Management L.P. 0.00% Add +85.0% 925 $103K
Aventura Private Wealth, LLC 0.03% New 902 $101K
Financially Speaking Inc 0.36% No change 920 $73K
Capital Investment Advisory Services, LLC 0.00% Reduce -22.2% 623 $69K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.6% 520 $58K
International Assets Investment Management, LLC 0.00% No change 475 $51K
Global Retirement Partners, LLC 0.00% — 408 $46K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -54.4% 403 $45K
Bank of Montreal 0.00% Add +601.8% 400 $45K
Allworth Financial LP 0.00% No change 399 $45K
Aptus Capital Advisors, LLC 0.00% Add +56.7% 304 $34K
Farther Finance Advisors, LLC 0.00% No change 285 $32K
BankPlus Trust Department 0.01% No change 263 $29K
Bangor Savings Bank 0.00% No change 261 $29K
Regatta Research & Money Management 0.02% — 210 $23K
Godsey & Gibb, Inc. 0.00% No change 197 $22K
Private Trust Co. NA 0.00% No change 159 $18K
Capital Analysts, LLC 0.00% No change 137 $15K
Copia Wealth Management 0.01% No change 113 $13K
AE Wealth Management LLC 0.00% Reduce -7.4% 113 $13K
Parallel Advisors, LLC 0.00% No change 111 $12K
Spire Wealth Management 0.00% No change 110 $12K
Operose Advisors LLC 0.00% No change 95 $11K
Gilpin Wealth Management, LLC 0.01% Add +666.7% 92 $10K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 84 $9K
SHP Wealth Management 0.00% New 79 $9K
Atlantic Union Bankshares Corp 0.00% New 72 $8K
Larson Financial Group LLC 0.00% No change 68 $8K
Harbour Investments, Inc. 0.00% Add +31.3% 42 $5K
Russell Investments Group, Ltd. 0.00% Reduce -30.4% 32 $4K
Armor Investment Advisors, LLC 0.00% No change 20 $2K
Valley National Advisers Inc. 0.00% New 12 $1K
Cherry Tree Wealth Management, LLC 0.00% No change 11 $1K
Midwest Capital Advisors, LLC 0.00% New 8 $892
Halbert Hargrove Global Advisors, LLC 0.00% No change 2 $224
Rossby Financial, LCC 0.00% No change 1 $112

"% of holder's portfolio" is JTEK's weight in each manager's 13F, not the share of JPMorgan US Tech Leaders the manager owns.