JTEK Institutional Ownership & Shareholders
JPMORGAN US TECH LEADERS (JTEK) is currently held by 180 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.30B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of JTEK tracked by InsiderSet, reporting ownership valued at approximately $410.26M in its June 30, 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 $347.86M, representing an estimated loss of -15.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed JTEK value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Wells Fargo & Company/Mn, 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
180
Total Reported Value
$1.30B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$410.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.02% | 3,795,908 | $410,261,937 | $347,857,009 | -$62,404,928 | -15.21% | |
| Wells Fargo & Company/Mn | 0.02% | 937,516 | $104,581,298 | $85,913,966 | -$18,667,332 | -17.85% | |
| Royal Bank Of Canada | 0.01% | 533,847 | $59,552,000 | $48,921,739 | -$10,630,261 | -17.85% | |
| Lpl Financial Llc | 0.01% | 525,975 | $58,673,281 | $48,200,349 | -$10,472,932 | -17.85% | |
| Ubs Group Ag | 0.01% | 413,281 | $46,102,322 | $37,873,071 | -$8,229,251 | -17.85% | |
| Composition Wealth, Llc | 0.52% | 397,707 | $44,364,870 | $36,445,869 | -$7,919,001 | -17.85% | |
| Hughes Financial Services, Llc | 5.00% | 396,006 | $39,291,715 | $36,289,990 | -$3,001,725 | -7.64% | |
| Morgan Stanley | 0.00% | 332,367 | $37,076,157 | $30,458,112 | -$6,618,045 | -17.85% | |
| Kestra Advisory Services, Llc | 0.08% | 252,024 | $26,511,711 | $23,095,479 | -$3,416,232 | -12.89% | |
| Raymond James Financial Inc | 0.01% | 230,826 | $25,749,010 | $21,152,895 | -$4,596,115 | -17.85% | |
| Envestnet Asset Management Inc | 0.01% | 221,237 | $24,679,370 | $20,274,159 | -$4,405,211 | -17.85% | |
| Vertex Planning Partners, Llc | 3.02% | 182,483 | $20,356,290 | $16,722,742 | -$3,633,548 | -17.85% | |
| Mml Investors Services, Llc | 0.04% | 159,888 | $17,835,762 | $14,652,136 | -$3,183,626 | -17.85% | |
| Pine Valley Investments Ltd Liability Co | 0.72% | 150,776 | $16,819,305 | $13,817,113 | -$3,002,192 | -17.85% | |
| Tradition Wealth Management, Llc | 1.02% | 149,519 | $16,679,083 | $13,701,921 | -$2,977,162 | -17.85% | |
| Jones Financial Companies Lllp | 0.01% | 135,700 | $14,151,607 | $12,435,548 | -$1,716,059 | -12.13% | |
| Silveroak Wealth Management Llc | 1.63% | 130,254 | $13,702,070 | $11,936,477 | -$1,765,593 | -12.89% | |
| Oak Barrel Wealth Advisory Llc | 5.94% | 120,621 | $13,455,466 | $11,053,708 | -$2,401,758 | -17.85% | |
| Commonwealth Equity Services, Llc | 0.02% | 125,343 | $13,185,460 | $11,486,433 | -$1,699,027 | -12.89% | |
| Ern Financial, Llc | 2.08% | 121,065 | $12,735,433 | $11,094,397 | -$1,641,036 | -12.89% | |
| Freedom Financial Partners Llc | 4.16% | 120,649 | $12,691,693 | $11,056,274 | -$1,635,419 | -12.89% | |
| Osaic Holdings, Inc. | 0.01% | 107,256 | $11,964,143 | $9,828,940 | -$2,135,203 | -17.85% | |
| Newedge Wealth, Llc | 0.12% | 106,688 | $11,901,203 | $9,776,888 | -$2,124,315 | -17.85% | |
| Sanctuary Advisors, Llc | 0.05% | 89,432 | $9,976,234 | $8,195,548 | -$1,780,686 | -17.85% | |
| Cetera Investment Advisers | 0.01% | 83,247 | $9,286,336 | $7,628,755 | -$1,657,581 | -17.85% | |
| Foundry Financial Group, Inc. | 3.81% | 87,142 | $9,166,903 | $7,985,693 | -$1,181,210 | -12.89% | |
| Welch Financial Planning, Llc | 5.13% | 78,989 | $8,811,349 | $7,238,552 | -$1,572,797 | -17.85% | |
| Assetmark, Inc | 0.01% | 83,129 | $8,744,755 | $7,617,942 | -$1,126,813 | -12.89% | |
| Quadcap Wealth Management, Llc | 0.79% | 78,734 | $8,282,425 | $7,215,184 | -$1,067,241 | -12.89% | |
| Yarger Wealth Strategies, Llc | 2.76% | 73,375 | $7,673,554 | $6,724,085 | -$949,469 | -12.37% | |
| Hartford Financial Management Inc. | 1.65% | 70,380 | $7,403,625 | $6,449,623 | -$954,002 | -12.89% | |
| Cva Family Office, Llc | 0.65% | 64,115 | $7,152,131 | $5,875,499 | -$1,276,632 | -17.85% | |
| Fagan Associates, Inc. | 0.83% | 67,978 | $7,150,946 | $6,229,504 | -$921,442 | -12.89% | |
| Goldman Sachs Group Inc | 0.00% | 51,946 | $5,794,659 | $4,760,331 | -$1,034,328 | -17.85% | |
| Private Advisor Group, Llc | 0.03% | 51,446 | $5,738,854 | $4,714,511 | -$1,024,343 | -17.85% | |
| Private Wealth Partners, Llc | 0.35% | 49,170 | $5,172,438 | $4,505,939 | -$666,499 | -12.89% | |
| National Philanthropic Trust | 0.07% | 44,387 | $4,951,439 | $4,067,625 | -$883,814 | -17.85% | |
| Circle Wealth Management, Llc | 0.06% | 44,109 | $4,920,429 | $4,042,149 | -$878,280 | -17.85% | |
| Guided Capital Wealth Management, Llc | 2.76% | 45,317 | $4,767,122 | $4,152,850 | -$614,272 | -12.89% | |
| Integras Partners Llc | 2.49% | 42,566 | $4,477,737 | $3,900,748 | -$576,989 | -12.89% | |
| Genesis Private Wealth, Llc | 1.24% | 41,832 | $4,400,518 | $3,833,484 | -$567,034 | -12.89% | |
| Potentia Wealth | 1.79% | 39,266 | $4,380,192 | $3,598,336 | -$781,856 | -17.85% | |
| Newedge Advisors, Llc | 0.01% | 35,260 | $3,933,336 | $3,231,226 | -$702,110 | -17.85% | |
| Krilogy Financial Llc | 0.11% | 36,765 | $3,893,785 | $3,369,145 | -$524,640 | -13.47% | |
| Tableaux Llc | 1.55% | 36,200 | $3,808,104 | $3,317,368 | -$490,736 | -12.89% | |
| Symphony Financial Services, Inc. | 1.70% | 33,892 | $3,780,705 | $3,105,863 | -$674,842 | -17.85% | |
| Janney Montgomery Scott Llc | 0.01% | 33,326 | $3,718,000 | $3,053,995 | -$664,005 | -17.86% | |
| Paradigm, Strategies In Wealth Management, Llc | 2.36% | 34,979 | $3,679,616 | $3,205,476 | -$474,140 | -12.89% | |
| N.E.W. Advisory Services Llc | 0.24% | 31,849 | $3,552,807 | $2,918,642 | -$634,165 | -17.85% | |
| Valley Wealth Managers, Inc. | 0.19% | 32,376 | $3,405,793 | $2,966,937 | -$438,856 | -12.89% |
Frequently asked questions about JTEK
Who are the largest institutional holders of JTEK?
The largest institutional holders of JTEK reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Wells Fargo & Company/Mn, Royal Bank Of Canada, Lpl Financial Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported JTEK position.
What is JTEK institutional ownership?
This page tracks JTEK positions reported by institutional investment managers through SEC Form 13F. JPMORGAN US TECH LEADERS (JTEK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JTEK?
InsiderSet currently tracks 180 institutional managers reporting JTEK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JTEK shareholders.
How much JTEK stock do institutions own?
Institutional investment managers disclosed approximately $1.30B in JTEK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JTEK institutional ownership last updated?
The latest JTEK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JTEK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JTEK position after the reporting date.
Are institutions buying or selling JTEK?
Institutional buying and selling can be analyzed by comparing JTEK positions across consecutive 13F reporting periods. InsiderSet's JTEK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JTEK ownership changes.
How has JTEK institutional ownership changed over time?
InsiderSet tracks JTEK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.