JPMorgan U.S. Tech Leaders is an exchange-traded fund on NASDAQ. As of Q3 2025, 119 institutional investors hold shares in this ETF, with total holdings valued at $926.9M. JPMORGAN CHASE & CO is the largest holder with a position valued at $361.0M.
Overview of institutional ownership in JTEK as of Q3 2025
Institutions with the largest positions in JTEK as of Q3 2025
| Institution | Position Value |
|---|---|
JPMORGAN CHASE & CO Institution | $361.0M 0.02% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $64.6M 0.01% of portfolio |
H Hughes Financial Services, LLC RIA/Wealth | $51.2M 8.15% of portfolio |
VESTOR CAPITAL CORP RIA/Wealth | $45.6M 3.03% of portfolio |
UBS Group AG Institution | $41.5M 0.01% of portfolio |
L LPL Financial LLC Institution | $33.9M 0.01% of portfolio |
Miracle Mile Advisors, LLC RIA/Wealth | $32.3M 0.49% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $17.9M 0.01% of portfolio |
Kestra Advisory Services, LLC RIA/Wealth | $17.3M 0.08% of portfolio |
Financially Speaking Inc RIA/Wealth | $15.7M 14.38% of portfolio |
Institutional buying and selling activity for JTEK in Q3 2025
| Institution | Net Bought |
|---|---|
VESTOR CAPITAL CORP RIA/Wealth | +$45.2M +491.1K shares |
WELLS FARGO & COMPANY/MN Institution | +$20.0M +217.7K shares |
JPMORGAN CHASE & CO Institution | +$18.6M +202.7K shares |
MORGAN STANLEY RIA/Wealth | +$8.8M +95.5K shares |
N NewEdge Wealth, LLC Institution | +$8.4M +88.8K shares |
Quadcap Wealth Management, LLC RIA/Wealth | +$7.6M +82.2K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$7.0M +76.4K shares |
L LPL Financial LLC Institution | +$6.8M +74.4K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$6.8M +73.9K shares |
YARGER WEALTH STRATEGIES, LLC RIA/Wealth | +$5.3M +57.3K shares |
| Institution | Net Sold |
|---|---|
Financially Speaking Inc RIA/Wealth | −$2.7M −29.0K shares |
Beacon Pointe Advisors, LLC RIA/Wealth | −$931.6K −11.0K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$921.0K −10.0K shares |
GOLDMAN SACHS GROUP INC Institution | −$897.6K −10.6K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$680.1K −7.4K shares |
A Advisor Group Holdings, Inc. Institution | −$551.2K −6.3K shares |
V Vienna Asset Management LLC RIA/Wealth | −$451.0K −4.9K shares |
BLVD Private Wealth, LLC RIA/Wealth | −$269.5K −2.9K shares |
F Foundry Financial Group, Inc. Institution | −$259.4K −2.8K shares |
−$107.5K −1.2K shares |
Institutions that initiated new positions or completely exited JTEK in Q3 2025
| Institution | Position Value |
|---|---|
N NewEdge Wealth, LLC Institution | $8.4M 88.8K shares |
Quadcap Wealth Management, LLC RIA/Wealth | $7.6M 82.2K shares |
POTENTIA WEALTH RIA/Wealth | $4.3M 46.4K shares |
L Lionsbridge Wealth Management LLC RIA/Wealth | $762.8K 8.3K shares |
Eldridge Investment Advisors, Inc. RIA/Wealth | $462.0K 5.0K shares |
Change Path, LLC RIA/Wealth | $381.7K 4.2K shares |
$357.8K 3.9K shares | |
B Beaumont Financial Advisors, LLC Institution | $287.3K 3.1K shares |
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth | $237.6K 2.6K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $206.9K 2.3K shares |
| Institution | Previous Position |
|---|---|
Beacon Pointe Advisors, LLC RIA/Wealth | $931.6K 11.0K shares |
GOLDMAN SACHS GROUP INC Institution | $897.6K 10.6K shares |
Briaud Financial Planning, Inc RIA/Wealth | $64.2K 760.0 shares |
T Tower Research Capital LLC Institution | $30.4K 360.0 shares |
Kestra Investment Management, LLC Long Only Manager | $20.2K 239.0 shares |
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $14.9K 174.0 shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $4.5K 53.0 shares |
B BESSEMER GROUP INC Institution | $3.5K 42.0 shares |
Institutions with the largest Call and Put options positions in JTEK as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with JTEK as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Financially Speaking Inc RIA/Wealth | 14.38% $15.7M |
H Hughes Financial Services, LLC RIA/Wealth | 8.15% $51.2M |
F Foundry Financial Group, Inc. Institution | 4.57% $8.7M |
Guided Capital Wealth Management, LLC RIA/Wealth | 3.59% $4.2M |
Integras Partners LLC RIA/Wealth | 3.48% $4.1M |
VESTOR CAPITAL CORP RIA/Wealth | 3.03% $45.6M |
YARGER WEALTH STRATEGIES, LLC RIA/Wealth | 2.96% $6.4M |
V Vertex Planning Partners, LLC Institution | 2.72% $13.7M |
Freedom Financial Partners LLC RIA/Wealth | 2.68% $7.0M |
SilverOak Wealth Management LLC RIA/Wealth | 1.94% $11.5M |
Discover hedge funds investing in JTEK

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $1.6B | 2.06% | |
Semiconductors Technology | $1.1B | 1.39% | |
Electronic Gaming & Multimedia Technology | $953.5M | 1.26% |
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