JPMORGAN US TECH LEADERS JTEK
$103.63
-4.3% 52w: $75.82 – $111.55
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data75.8293.68111.55
Jun 20, 2025 Jul 2, 2026
Institutional holders
170
+6 QoQ
13F value
$1.01B
-2.7% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JTEK?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 4.7M | $356.9M | 0.0% | +2.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 814.9K | $64.8M | 0.0% | +5.1% |
| LPL Financial LLC | Bank broker | 538.6K | $42.8M | 0.0% | +0.1% |
| ROYAL BANK OF CANADA | Bank broker | 434.0K | $34.5M | 0.0% | +30.5% |
| Independent Advisor Alliance | Wealth advisor | 430.3K | $34.2M | 0.4% | New |
| Hughes Financial Services, LLC | Wealth advisor | 379.9K | $30.2M | 4.6% | +3.7% |
| Composition Wealth, LLC | Wealth advisor | 366.8K | $29.2M | 0.4% | +1.5% |
| VESTOR CAPITAL, LLC | Other | 361.2K | $28.7M | 2.1% | +5221.0% |
| UBS Group AG | Bank broker | 357.7K | $28.5M | 0.0% | -18.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 219.4K | $17.4M | 0.0% | -4.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 215.4K | $17.1M | 0.1% | +8.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 166.1K | $13.2M | 0.0% | +17.6% |
| Vertex Planning Partners, LLC | Wealth advisor | 157.2K | $12.5M | 2.4% | +4.0% |
| Tradition Wealth Management, LLC | Wealth advisor | 146.5K | $11.7M | 0.8% | +4.7% |
| Pine Valley Investments Ltd Liability Co | Other | 142.4K | $11.3M | 0.6% | +352.9% |
| SilverOak Wealth Management LLC | Wealth advisor | 131.3K | $10.4M | 1.7% | +2.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 131.0K | $10.4M | 0.0% | +4.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 126.3K | $10.0M | 0.0% | +4.6% |
| ERn Financial, LLC | Wealth advisor | 119.0K | $9.5M | 1.8% | +60.8% |
| GFS Advisors, LLC | Other | 32.8K | $9.4M | 0.6% | New |
| NewEdge Wealth, LLC | Other | 111.2K | $8.8M | 0.1% | +30.7% |
| MORGAN STANLEY | Bank broker | 108.8K | $8.7M | 0.0% | -38.5% |
| Freedom Financial Partners LLC | Wealth advisor | 107.2K | $8.5M | 3.0% | +15.6% |
| ASSETMARK, INC | Wealth advisor | 104.5K | $8.3M | 0.0% | +8.6% |
| Quadcap Wealth Management, LLC | Wealth advisor | 103.1K | $8.2M | 0.9% | +10.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 96.6K | $7.5M | 0.0% | +40.4% |
| Foundry Financial Group, Inc. | Wealth advisor | 93.2K | $7.4M | 3.7% | -3.6% |
| Horizon Investments, LLC | Diversified mechanical | 90.0K | $7.2M | 0.1% | +92.0% |
| Welch Financial Planning, LLC | Wealth advisor | 88.5K | $7.0M | 5.1% | +3.7% |
| Sanctuary Advisors, LLC | Wealth advisor | 82.3K | $6.5M | 0.0% | -0.7% |
| Cetera Investment Advisers | Wealth advisor | 76.4K | $6.1M | 0.0% | -39.0% |
| Legacy Edge Advisors, LLC | Wealth advisor | 74.5K | $5.9M | 0.6% | New |
| Hartford Financial Management Inc. | Other | 72.1K | $5.7M | 1.5% | +4.9% |
| YARGER WEALTH STRATEGIES, LLC | Wealth advisor | 71.4K | $5.7M | 2.3% | -2.8% |
| FAGAN ASSOCIATES, INC. | Other | 68.5K | $5.5M | 0.8% | +0.9% |
| CVA Family Office, LLC | Wealth advisor | 66.5K | $5.3M | 0.6% | +0.3% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 45.3K | $3.8M | 0.2% | -3.3% |
| Guided Capital Wealth Management, LLC | Wealth advisor | 45.8K | $3.6M | 2.4% | -1.3% |
| VALLEY WEALTH MANAGERS, INC. | Other | 45.0K | $3.6M | 0.2% | -0.2% |
| Integras Partners LLC | Wealth advisor | 44.4K | $3.5M | 2.3% | -0.2% |
| POTENTIA WEALTH | Wealth advisor | 43.3K | $3.4M | 1.3% | -4.4% |
| National Philanthropic Trust | Other | 42.9K | $3.4M | 0.0% | +208.5% |
| Circle Wealth Management, LLC | Other | 42.4K | $3.4M | 0.0% | +63.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 41.4K | $3.3M | 0.0% | -19.7% |
| Krilogy Financial LLC | Wealth advisor | 33.0K | $3.0M | 0.1% | +13.3% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 37.3K | $3.0M | 0.1% | -17.6% |
| TABLEAUX LLC | Wealth advisor | 37.0K | $2.9M | 1.4% | +53.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 32.5K | $2.6M | 0.0% | +8.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 32.2K | $2.6M | 0.0% | +32.0% |
| Symphony Financial Services, Inc. | Wealth advisor | 31.8K | $2.5M | 1.3% | +37.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.