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JPMorgan U.S. Tech Leaders ETF (JTEK) Institutional Ownership

JPMorgan U.S. Tech Leaders ETF logo
$73.13 +0.35 (+0.48%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for JPMorgan U.S. Tech Leaders ETF (NASDAQ:JTEK)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$137.26M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$6.95M
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JTEK Institutional Buying and Selling by Quarter

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JPMorgan U.S. Tech Leaders ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Mascagni Wealth Management Inc.2,375$180K0.2%N/A0.013%
3/17/2025 Wealth Enhancement Advisory Services LLC18,191$1.38M0.0%N/A0.130%
2/17/2025 Vienna Asset Management LLC24,481$1.85M1.3%-53.9%0.175%
2/17/2025 Bank of America Corp DE1,089$82K0.0%+1,810.5%0.008%
2/14/2025 Jane Street Group LLC9,675$732K0.0%+58.8%0.069%
2/14/2025 Triumph Capital Management11,529$872K0.3%N/A0.082%
2/14/2025 Comerica Bank500$38K0.0%N/A0.004%
2/14/2025 Susquehanna International Group LLP33,051$2.50M0.0%+54.5%0.236%
2/14/2025 IHT Wealth Management LLC17,392$1.32M0.0%N/A0.124%
2/14/2025 Tradition Wealth Management LLC106,022$8.02M0.7%+86.5%0.758%
2/13/2025 NewEdge Advisors LLC5,199$393K0.0%-40.2%0.037%
2/13/2025 Mariner LLC11,073$838K0.0%+75.4%0.079%
2/13/2025 Raymond James Financial Inc.3,394$257K0.0%N/A0.024%
2/13/2025 Envestnet Asset Management Inc.34,034$2.58M0.0%-13.6%0.243%
2/13/2025 Wells Fargo & Company MN87,611$6.63M0.0%+56,790.3%0.627%
2/12/2025 Vertex Planning Partners LLC132,633$10.04M2.2%+21.7%0.949%
2/12/2025 JPMorgan Chase & Co.4,226,077$319.79M0.0%+6.3%30.229%
2/11/2025 LPL Financial LLC140,686$10.65M0.0%+20.6%1.006%
2/10/2025 Integras Partners LLC70,140$5.31M4.5%N/A0.502%
2/10/2025 Commonwealth Equity Services LLC87,085$6.59M0.0%+5.1%0.623%
2/7/2025 HighTower Advisors LLC19,076$1.44M0.0%+4.3%0.136%
2/7/2025 Briaud Financial Planning Inc760$57K0.0%N/A0.005%
2/7/2025 Foundry Financial Group Inc.94,136$7.12M4.4%-4.3%0.673%
2/6/2025 Raymond James Financial Inc.3,394$257K0.0%N/A0.024%
2/6/2025 Proficio Capital Partners LLC16,420$1.24M0.0%N/A0.117%
2/5/2025 Proficio Capital Partners LLC16,420$1.24M0.0%N/A0.117%
2/3/2025 Private Advisor Group LLC7,568$573K0.0%-7.5%0.054%
2/3/2025 Fagan Associates Inc.95,622$7.24M1.1%+3.5%0.686%
1/31/2025 SilverOak Wealth Management LLC76,258$5.77M1.2%+1,886.9%0.568%
1/31/2025 Valley Wealth Managers Inc.37,733$2.86M0.2%+47.0%0.281%
1/31/2025 Truist Financial Corp9,578$725K0.0%N/A0.071%
1/29/2025 Avidian Wealth Enterprises LLC4,819$365K0.0%N/A0.036%
1/29/2025 Wagner Wealth Management LLC2,264$171K0.0%+22.0%0.017%
1/28/2025 Kingsview Wealth Management LLC17,142$1.30M0.0%N/A0.128%
1/23/2025 Hartford Financial Management Inc.58,705$4.44M0.9%-6.7%0.445%
1/16/2025 Ulland Investment Advisors LLC21,056$1.59M1.0%+8.7%0.164%
1/15/2025 Krilogy Financial LLC10,214$773K0.1%N/A0.079%
1/14/2025 Ignite Planners LLC3,626$283K0.1%-5.5%0.028%
1/13/2025 Miracle Mile Advisors LLC265,413$20.08M0.4%N/A2.082%
1/13/2025 Cooper Financial Group4,250$322K0.0%N/A0.033%
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12/26/2024 JPMorgan Chase & Co.3,973,820$272.88M0.0%+11.3%39.036%
11/25/2024 World Investment Advisors LLC3,650$251K0.0%N/A0.036%
11/25/2024 Sanctuary Advisors LLC2,815$193K0.0%N/A0.028%
11/15/2024 Jane Street Group LLC6,093$418K0.0%-83.7%0.060%
11/15/2024 Vienna Asset Management LLC53,131$3.65M2.7%-2.1%0.522%
11/15/2024 HighTower Advisors LLC18,282$1.25M0.0%+22.7%0.180%
11/14/2024 Tradition Wealth Management LLC56,854$3.90M0.3%+21.5%0.558%
11/14/2024 Circle Wealth Management LLC7,060$485K0.0%+73.9%0.069%
11/7/2024 Vertex Planning Partners LLC109,028$7.49M1.8%+1.6%1.071%
11/1/2024 SilverOak Wealth Management LLC3,838$264K0.1%N/A0.038%
10/29/2024 Indie Asset Partners LLC3,296$226K0.2%+7.3%0.033%
10/29/2024 Private Wealth Partners LLC28,475$1.96M0.2%-30.7%0.285%
10/28/2024 Hartford Financial Management Inc.62,922$4.32M0.9%+3.0%0.629%
10/22/2024 Foundry Financial Group Inc.98,400$6.76M4.2%+4.7%0.991%
10/22/2024 Private Advisor Group LLC8,185$562K0.0%+125.3%0.082%
10/15/2024 Ulland Investment Advisors LLC19,364$1.33M1.0%-7.2%0.197%
10/11/2024 Wagner Wealth Management LLC1,855$127K0.0%+8.9%0.019%
10/8/2024 Ignite Planners LLC3,838$264K0.1%-26.8%0.039%
8/21/2024 Truist Financial Corp76,312$5.29M0.0%-2.2%0.900%
8/16/2024 Susquehanna International Group LLP55,549$3.85M0.0%+131.6%0.655%
8/9/2024 Foundry Financial Group Inc.93,983$6.51M4.5%N/A1.108%
8/8/2024 Envestnet Asset Management Inc.185,089$12.82M0.0%+108.2%2.183%
8/8/2024 Valley Wealth Managers Inc.25,797$1.79M0.1%N/A0.304%
8/8/2024 Private Wealth Partners LLC41,075$2.84M0.2%+125.1%0.484%
7/31/2024 Commonwealth Equity Services LLC81,754$5.66M0.0%+1,584.3%0.976%
7/26/2024 Bank of New York Mellon Corp3,820$265K0.0%N/A0.047%
7/19/2024MBL Wealth LLC35,107$2.43M0.3%N/A0.436%
7/12/2024 Ignite Planners LLC5,244$376K0.1%N/A0.066%
4/29/2024 HighMark Wealth Management LLC1,631$108K0.1%N/A0.029%
4/26/2024 SFG Wealth Management LLC.9,656$639K0.4%N/A0.176%
4/25/2024 Ulland Investment Advisors LLC20,726$1.37M1.1%N/A0.377%
(Data available from 1/1/2016 forward)

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JTEK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JTEK shares?

During the previous two years, 47 institutional investors and hedge funds held shares of JPMorgan U.S. Tech Leaders ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($319.79M), Miracle Mile Advisors LLC ($20.08M), LPL Financial LLC ($10.65M), Vertex Planning Partners LLC ($10.04M), Tradition Wealth Management LLC ($8.02M), Fagan Associates Inc. ($7.24M), and Foundry Financial Group Inc. ($7.12M).Learn more on JTEK's institutional investors.

Which institutional investors have been buying JPMorgan U.S. Tech Leaders ETF stock?

Of the 45 institutional investors that purchased JPMorgan U.S. Tech Leaders ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($657.20K), Miracle Mile Advisors LLC ($265.41K), Foundry Financial Group Inc. ($98.40K), Envestnet Asset Management Inc. ($96.17K), Wells Fargo & Company MN ($87.46K), Commonwealth Equity Services LLC ($81.13K), and SilverOak Wealth Management LLC ($76.26K).

How much institutional buying is happening at JPMorgan U.S. Tech Leaders ETF?

Institutional investors have bought a total of 1,892,271 shares in the last 24 months. This purchase volume represents approximately $137.26M in transactions.

Which JPMorgan U.S. Tech Leaders ETF major shareholders have been selling company stock?

Of the 11 institutional investors that sold JPMorgan U.S. Tech Leaders ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($31.28K), Vienna Asset Management LLC ($29.80K), Private Wealth Partners LLC ($12.60K), Envestnet Asset Management Inc. ($5.35K), Foundry Financial Group Inc. ($4.26K), Hartford Financial Management Inc. ($4.22K), and NewEdge Advisors LLC ($3.49K).

How much institutional selling is happening at JPMorgan U.S. Tech Leaders ETF?

Institutional investors have sold a total of 96,448 shares in the last 24 months. This volume of shares sold represents approximately $6.95M in transactions.



This page (NASDAQ:JTEK) was last updated on 3/25/2025 by MarketBeat.com Staff
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