JPMORGAN US TECH LEADERS (JTEK) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $608.10M 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 $85.90M, representing an estimated gain of +32.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed JTEK value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Lpl Financial Llc, Royal Bank Of Canada, 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
167
Total Reported Value
$608.10M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$64.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
181
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 | $85,904,769 | +$21,087,463 | +32.53% | |
| Lpl Financial Llc | 0.01% | 538,589 | $42,839,329 | $56,776,598 | +$13,937,269 | +32.53% | |
| Royal Bank Of Canada | 0.01% | 434,030 | $34,524,000 | $45,754,271 | +$11,230,271 | +32.53% | |
| Independent Advisor Alliance | 0.37% | 430,289 | $34,225,197 | $45,359,905 | +$11,134,708 | +32.53% | |
| Hughes Financial Services, Llc | 4.64% | 379,941 | $30,220,507 | $40,052,354 | +$9,831,847 | +32.53% | |
| Composition Wealth, Llc | 0.40% | 366,799 | $29,175,192 | $38,666,960 | +$9,491,768 | +32.53% | |
| Ubs Group Ag | 0.01% | 357,701 | $28,451,538 | $37,707,874 | +$9,256,336 | +32.53% | |
| Raymond James Financial Inc | 0.01% | 219,351 | $17,447,178 | $23,123,390 | +$5,676,212 | +32.53% | |
| Kestra Advisory Services, Llc | 0.06% | 215,392 | $17,132,240 | $22,706,043 | +$5,573,803 | +32.53% | |
| Envestnet Asset Management Inc | 0.00% | 166,126 | $13,213,663 | $17,512,554 | +$4,298,891 | +32.53% | |
| Vertex Planning Partners, Llc | 2.43% | 157,205 | $12,504,086 | $16,572,127 | +$4,068,041 | +32.53% | |
| Tradition Wealth Management, Llc | 0.83% | 146,533 | $11,655,235 | $15,447,113 | +$3,791,878 | +32.53% | |
| Silveroak Wealth Management Llc | 1.65% | 131,306 | $10,444,079 | $13,841,924 | +$3,397,845 | +32.53% | |
| Mml Investors Services, Llc | 0.03% | 131,039 | $10,422,842 | $13,813,778 | +$3,390,936 | +32.53% | |
| Commonwealth Equity Services, Llc | 0.01% | 126,271 | $10,043,612 | $13,311,148 | +$3,267,536 | +32.53% | |
| Oak Barrel Wealth Advisory Llc | 5.81% | 107,852 | $9,714,521 | $11,369,467 | +$1,654,946 | +17.04% | |
| Ern Financial, Llc | 1.78% | 118,987 | $9,464,226 | $12,543,288 | +$3,079,062 | +32.53% | |
| Gfs Advisors, Llc | 1.20% | 32,775 | $9,412,325 | $3,455,052 | -$5,957,273 | -63.29% | |
| Newedge Wealth, Llc | 0.11% | 111,154 | $8,841,163 | $11,717,555 | +$2,876,392 | +32.53% | |
| Morgan Stanley | 0.00% | 108,765 | $8,651,244 | $11,465,713 | +$2,814,469 | +32.53% | |
| Freedom Financial Partners Llc | 3.04% | 107,231 | $8,529,165 | $11,304,002 | +$2,774,837 | +32.53% | |
| Assetmark, Inc | 0.02% | 104,503 | $8,312,169 | $11,016,424 | +$2,704,255 | +32.53% | |
| Quadcap Wealth Management, Llc | 0.93% | 103,122 | $8,202,331 | $10,870,843 | +$2,668,512 | +32.53% | |
| Jones Financial Companies Lllp | 0.00% | 96,619 | $7,451,158 | $10,185,314 | +$2,734,156 | +36.69% | |
| Foundry Financial Group, Inc. | 3.68% | 93,224 | $7,415,037 | $9,827,422 | +$2,412,385 | +32.53% | |
| Horizon Investments, Llc | 0.08% | 89,986 | $7,157,486 | $9,486,081 | +$2,328,595 | +32.53% | |
| Welch Financial Planning, Llc | 5.06% | 88,517 | $7,040,671 | $9,331,223 | +$2,290,552 | +32.53% | |
| Sanctuary Advisors, Llc | 0.04% | 82,293 | $6,545,551 | $8,675,106 | +$2,129,555 | +32.53% | |
| Cetera Investment Advisers | 0.01% | 76,387 | $6,075,822 | $8,052,511 | +$1,976,689 | +32.53% | |
| Legacy Edge Advisors, Llc | 0.62% | 74,484 | $5,924,457 | $7,851,902 | +$1,927,445 | +32.53% | |
| Hartford Financial Management Inc. | 1.46% | 72,085 | $5,733,641 | $7,599,006 | +$1,865,365 | +32.53% | |
| Yarger Wealth Strategies, Llc | 2.30% | 71,407 | $5,679,709 | $7,527,533 | +$1,847,824 | +32.53% | |
| Fagan Associates, Inc. | 0.76% | 68,523 | $5,450,319 | $7,223,510 | +$1,773,191 | +32.53% | |
| Cva Family Office, Llc | 0.56% | 66,460 | $5,286,228 | $7,006,034 | +$1,719,806 | +32.53% | |
| Founders Financial Securities Llc | 0.23% | 45,271 | $3,799,142 | $4,772,347 | +$973,205 | +25.62% | |
| Guided Capital Wealth Management, Llc | 2.40% | 45,751 | $3,639,035 | $4,822,947 | +$1,183,912 | +32.53% | |
| Valley Wealth Managers, Inc. | 0.23% | 45,045 | $3,582,879 | $4,748,522 | +$1,165,643 | +32.53% | |
| Integras Partners Llc | 2.32% | 44,356 | $3,528,081 | $4,675,890 | +$1,147,809 | +32.53% | |
| Potentia Wealth | 1.33% | 43,330 | $3,446,476 | $4,567,732 | +$1,121,256 | +32.53% | |
| Circle Wealth Management, Llc | 0.05% | 42,371 | $3,370,189 | $4,466,636 | +$1,096,447 | +32.53% | |
| Osaic Holdings, Inc. | 0.00% | 41,390 | $3,292,076 | $4,363,222 | +$1,071,146 | +32.54% | |
| Krilogy Financial Llc | 0.10% | 32,991 | $2,983,046 | $3,477,822 | +$494,776 | +16.59% | |
| Tableaux Llc | 1.42% | 36,975 | $2,941,025 | $3,897,805 | +$956,780 | +32.53% | |
| Symphony Financial Services, Inc. | 1.30% | 31,831 | $2,531,844 | $3,355,538 | +$823,694 | +32.53% | |
| N.E.W. Advisory Services Llc | 0.19% | 31,281 | $2,488,091 | $3,297,559 | +$809,468 | +32.53% | |
| Susquehanna International Group, Llp | 0.00% | 28,504 | $2,267,209 | $3,004,815 | +$737,606 | +32.53% | |
| Mariner, Llc | 0.00% | 28,296 | $2,250,695 | $2,982,888 | +$732,193 | +32.53% | |
| &Partners | 0.01% | 28,281 | $2,249,471 | $2,981,307 | +$731,836 | +32.53% | |
| Peck Wealth Management, Llc | 0.69% | 24,350 | $2,130,690 | $2,566,911 | +$436,221 | +20.47% | |
| Mbl Wealth, Llc | 0.16% | 26,067 | $2,073,370 | $2,747,913 | +$674,543 | +32.53% |
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.