JPMORGAN US TECH LEADERS (JTEK) Institutional Shareholders
JPMORGAN US TECH LEADERS (JTEK) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $709.36M in JTEK holdings during the latest filing period.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of JTEK tracked by InsiderSet, reporting ownership valued at approximately $64.82M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $76.95M, representing an estimated gain of +18.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed JTEK value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Composition Wealth, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in JPMORGAN US TECH LEADERS (JTEK).
This page ranks the largest institutional JTEK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
179
Total Reported Value
$709.36M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$64.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
130
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.01% | 814,902 | $64,817,306 | $76,951,196 | +$12,133,890 | +18.72% | |
| Composition Wealth, Llc | 0.52% | 397,707 | $44,364,870 | $37,555,472 | -$6,809,398 | -15.35% | |
| Lpl Financial Llc | 0.01% | 538,589 | $42,839,329 | $50,858,959 | +$8,019,630 | +18.72% | |
| Hughes Financial Services, Llc | 5.64% | 381,610 | $42,569,206 | $36,035,432 | -$6,533,774 | -15.35% | |
| Royal Bank Of Canada | 0.01% | 434,030 | $34,524,000 | $40,985,453 | +$6,461,453 | +18.72% | |
| Independent Advisor Alliance | 0.37% | 430,289 | $34,225,197 | $40,632,190 | +$6,406,993 | +18.72% | |
| Ubs Group Ag | 0.01% | 357,701 | $28,451,538 | $33,777,705 | +$5,326,167 | +18.72% | |
| Kestra Advisory Services, Llc | 0.08% | 223,976 | $24,984,930 | $21,150,054 | -$3,834,876 | -15.35% | |
| Raymond James Financial Inc | 0.01% | 219,351 | $17,447,178 | $20,713,315 | +$3,266,137 | +18.72% | |
| Pine Valley Investments Ltd Liability Co | 0.72% | 150,776 | $16,819,305 | $14,237,778 | -$2,581,527 | -15.35% | |
| Silveroak Wealth Management Llc | 1.88% | 130,813 | $14,592,399 | $12,352,672 | -$2,239,727 | -15.35% | |
| Commonwealth Equity Services, Llc | 0.02% | 128,966 | $14,386,320 | $12,178,259 | -$2,208,061 | -15.35% | |
| Ern Financial, Llc | 2.22% | 120,322 | $13,422,112 | $11,362,006 | -$2,060,106 | -15.35% | |
| Envestnet Asset Management Inc | 0.00% | 166,126 | $13,213,663 | $15,687,278 | +$2,473,615 | +18.72% | |
| Vertex Planning Partners, Llc | 2.43% | 157,205 | $12,504,086 | $14,844,868 | +$2,340,782 | +18.72% | |
| Tradition Wealth Management, Llc | 0.83% | 146,533 | $11,655,235 | $13,837,111 | +$2,181,876 | +18.72% | |
| Quadcap Wealth Management, Llc | 1.03% | 95,047 | $10,602,660 | $8,975,288 | -$1,627,372 | -15.35% | |
| Mml Investors Services, Llc | 0.03% | 131,039 | $10,422,842 | $12,374,013 | +$1,951,171 | +18.72% | |
| Oak Barrel Wealth Advisory Llc | 5.81% | 107,852 | $9,714,521 | $10,184,464 | +$469,943 | +4.84% | |
| Foundry Financial Group, Inc. | 4.14% | 85,879 | $9,579,940 | $8,109,554 | -$1,470,386 | -15.35% | |
| Gfs Advisors, Llc | 1.20% | 32,775 | $9,412,325 | $3,094,943 | -$6,317,382 | -67.12% | |
| Assetmark, Inc | 0.02% | 82,962 | $9,254,544 | $7,834,102 | -$1,420,442 | -15.35% | |
| Newedge Wealth, Llc | 0.11% | 111,154 | $8,841,163 | $10,496,272 | +$1,655,109 | +18.72% | |
| Welch Financial Planning, Llc | 5.13% | 78,989 | $8,811,349 | $7,458,931 | -$1,352,418 | -15.35% | |
| Morgan Stanley | 0.00% | 108,765 | $8,651,244 | $10,270,679 | +$1,619,435 | +18.72% | |
| Freedom Financial Partners Llc | 3.04% | 107,231 | $8,529,165 | $10,125,823 | +$1,596,658 | +18.72% | |
| Hartford Financial Management Inc. | 1.72% | 69,188 | $7,718,033 | $6,533,423 | -$1,184,610 | -15.35% | |
| Yarger Wealth Strategies, Llc | 2.76% | 73,375 | $7,673,554 | $6,928,801 | -$744,753 | -9.71% | |
| Jones Financial Companies Lllp | 0.00% | 96,619 | $7,451,158 | $9,123,732 | +$1,672,574 | +22.45% | |
| Horizon Investments, Llc | 0.08% | 89,986 | $7,157,486 | $8,497,378 | +$1,339,892 | +18.72% | |
| Sanctuary Advisors, Llc | 0.04% | 82,293 | $6,545,551 | $7,770,928 | +$1,225,377 | +18.72% | |
| Cetera Investment Advisers | 0.01% | 76,387 | $6,075,822 | $7,213,224 | +$1,137,402 | +18.72% | |
| Legacy Edge Advisors, Llc | 0.62% | 74,484 | $5,924,457 | $7,033,524 | +$1,109,067 | +18.72% | |
| Private Advisor Group, Llc | 0.03% | 51,446 | $5,738,854 | $4,858,046 | -$880,808 | -15.35% | |
| Fagan Associates, Inc. | 0.76% | 68,523 | $5,450,319 | $6,470,627 | +$1,020,308 | +18.72% | |
| Cva Family Office, Llc | 0.56% | 66,460 | $5,286,228 | $6,275,818 | +$989,590 | +18.72% | |
| Guided Capital Wealth Management, Llc | 2.97% | 45,554 | $5,081,622 | $4,301,664 | -$779,958 | -15.35% | |
| Integras Partners Llc | 2.67% | 43,437 | $4,845,473 | $4,101,756 | -$743,717 | -15.35% | |
| Genesis Private Wealth, Llc | 1.26% | 40,105 | $4,473,777 | $3,787,115 | -$686,662 | -15.35% | |
| Krilogy Financial Llc | 0.11% | 34,501 | $3,848,642 | $3,257,929 | -$590,713 | -15.35% | |
| Symphony Financial Services, Inc. | 1.70% | 33,892 | $3,780,705 | $3,200,422 | -$580,283 | -15.35% | |
| Valley Wealth Managers, Inc. | 0.23% | 45,045 | $3,582,879 | $4,253,599 | +$670,720 | +18.72% | |
| Potentia Wealth | 1.33% | 43,330 | $3,446,476 | $4,091,652 | +$645,176 | +18.72% | |
| Independent Financial Group, Llc | 0.06% | 30,524 | $3,405,001 | $2,882,381 | -$522,620 | -15.35% | |
| Circle Wealth Management, Llc | 0.05% | 42,371 | $3,370,189 | $4,001,094 | +$630,905 | +18.72% | |
| Osaic Holdings, Inc. | 0.00% | 41,390 | $3,292,076 | $3,908,458 | +$616,382 | +18.72% | |
| Tableaux Llc | 1.42% | 36,975 | $2,941,025 | $3,491,549 | +$550,524 | +18.72% | |
| Founders Financial Securities Llc | 0.14% | 23,649 | $2,638,084 | $2,233,175 | -$404,909 | -15.35% | |
| N.E.W. Advisory Services Llc | 0.19% | 31,281 | $2,488,091 | $2,953,865 | +$465,774 | +18.72% | |
| Blvd Private Wealth, Llc | 1.77% | 21,396 | $2,386,758 | $2,020,424 | -$366,334 | -15.35% |
Frequently asked questions about JTEK
Who owns the most JTEK stock?
The largest holders of JTEK are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN US TECH LEADERS (JTEK).
Is JTEK widely held by superinvestors?
Many widely followed stocks like JTEK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JTEK is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.