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 $1.31B in JTEK holdings during the latest filing period.
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 $383.39M, representing an estimated loss of -6.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% 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
175
Total Reported Value
$1.31B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$410.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
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 | $383,386,708 | -$26,875,229 | -6.55% | |
| Wells Fargo & Company/Mn | 0.02% | 937,516 | $104,581,298 | $94,689,116 | -$9,892,182 | -9.46% | |
| Royal Bank Of Canada | 0.01% | 533,847 | $59,552,000 | $53,918,547 | -$5,633,453 | -9.46% | |
| Lpl Financial Llc | 0.01% | 525,975 | $58,673,281 | $53,123,475 | -$5,549,806 | -9.46% | |
| Ubs Group Ag | 0.01% | 413,281 | $46,102,322 | $41,741,381 | -$4,360,941 | -9.46% | |
| Composition Wealth, Llc | 0.52% | 397,707 | $44,364,870 | $40,168,407 | -$4,196,463 | -9.46% | |
| Hughes Financial Services, Llc | 5.64% | 381,610 | $42,569,206 | $38,542,610 | -$4,026,596 | -9.46% | |
| Morgan Stanley | 0.00% | 332,367 | $37,076,157 | $33,569,067 | -$3,507,090 | -9.46% | |
| Raymond James Financial Inc | 0.01% | 230,826 | $25,749,010 | $23,313,426 | -$2,435,584 | -9.46% | |
| Kestra Advisory Services, Llc | 0.08% | 223,976 | $24,984,930 | $22,621,576 | -$2,363,354 | -9.46% | |
| Envestnet Asset Management Inc | 0.01% | 221,237 | $24,679,370 | $22,344,937 | -$2,334,433 | -9.46% | |
| Vertex Planning Partners, Llc | 3.02% | 182,483 | $20,356,290 | $18,430,783 | -$1,925,507 | -9.46% | |
| Mml Investors Services, Llc | 0.04% | 159,888 | $17,835,762 | $16,148,688 | -$1,687,074 | -9.46% | |
| Pine Valley Investments Ltd Liability Co | 0.72% | 150,776 | $16,819,305 | $15,228,376 | -$1,590,929 | -9.46% | |
| Tradition Wealth Management, Llc | 1.02% | 149,519 | $16,679,083 | $15,101,419 | -$1,577,664 | -9.46% | |
| Silveroak Wealth Management Llc | 1.88% | 130,813 | $14,592,399 | $13,212,113 | -$1,380,286 | -9.46% | |
| Commonwealth Equity Services, Llc | 0.02% | 128,966 | $14,386,320 | $13,025,566 | -$1,360,754 | -9.46% | |
| Jones Financial Companies Lllp | 0.01% | 135,700 | $14,151,607 | $13,705,700 | -$445,907 | -3.15% | |
| Oak Barrel Wealth Advisory Llc | 5.94% | 120,621 | $13,455,466 | $12,182,721 | -$1,272,745 | -9.46% | |
| Ern Financial, Llc | 2.22% | 120,322 | $13,422,112 | $12,152,522 | -$1,269,590 | -9.46% | |
| Freedom Financial Partners Llc | 4.11% | 113,072 | $12,613,411 | $11,420,272 | -$1,193,139 | -9.46% | |
| Osaic Holdings, Inc. | 0.01% | 107,256 | $11,964,143 | $10,832,856 | -$1,131,287 | -9.46% | |
| Newedge Wealth, Llc | 0.12% | 106,688 | $11,901,203 | $10,775,488 | -$1,125,715 | -9.46% | |
| Quadcap Wealth Management, Llc | 1.03% | 95,047 | $10,602,660 | $9,599,747 | -$1,002,913 | -9.46% | |
| Sanctuary Advisors, Llc | 0.05% | 89,432 | $9,976,234 | $9,032,632 | -$943,602 | -9.46% | |
| Foundry Financial Group, Inc. | 4.14% | 85,879 | $9,579,940 | $8,673,779 | -$906,161 | -9.46% | |
| Cetera Investment Advisers | 0.01% | 83,247 | $9,286,336 | $8,407,947 | -$878,389 | -9.46% | |
| Assetmark, Inc | 0.02% | 82,962 | $9,254,544 | $8,379,162 | -$875,382 | -9.46% | |
| Welch Financial Planning, Llc | 5.13% | 78,989 | $8,811,349 | $7,977,889 | -$833,460 | -9.46% | |
| Hartford Financial Management Inc. | 1.72% | 69,188 | $7,718,033 | $6,987,988 | -$730,045 | -9.46% | |
| Yarger Wealth Strategies, Llc | 2.76% | 73,375 | $7,673,554 | $7,410,875 | -$262,679 | -3.42% | |
| Fagan Associates, Inc. | 0.93% | 67,866 | $7,570,561 | $6,854,466 | -$716,095 | -9.46% | |
| Cva Family Office, Llc | 0.65% | 64,115 | $7,152,131 | $6,475,615 | -$676,516 | -9.46% | |
| Private Wealth Partners, Llc | 0.48% | 59,745 | $6,664,650 | $6,034,245 | -$630,405 | -9.46% | |
| Goldman Sachs Group Inc | 0.00% | 51,946 | $5,794,659 | $5,246,546 | -$548,113 | -9.46% | |
| Private Advisor Group, Llc | 0.03% | 51,446 | $5,738,854 | $5,196,046 | -$542,808 | -9.46% | |
| Guided Capital Wealth Management, Llc | 2.97% | 45,554 | $5,081,622 | $4,600,954 | -$480,668 | -9.46% | |
| National Philanthropic Trust | 0.07% | 44,387 | $4,951,439 | $4,483,087 | -$468,352 | -9.46% | |
| Circle Wealth Management, Llc | 0.06% | 44,109 | $4,920,429 | $4,455,009 | -$465,420 | -9.46% | |
| Integras Partners Llc | 2.67% | 43,437 | $4,845,473 | $4,387,137 | -$458,336 | -9.46% | |
| Genesis Private Wealth, Llc | 1.26% | 40,105 | $4,473,777 | $4,050,605 | -$423,172 | -9.46% | |
| Potentia Wealth | 1.79% | 39,266 | $4,380,192 | $3,965,866 | -$414,326 | -9.46% | |
| Newedge Advisors, Llc | 0.01% | 35,260 | $3,933,336 | $3,561,260 | -$372,076 | -9.46% | |
| Tableaux Llc | 1.65% | 35,169 | $3,923,205 | $3,552,069 | -$371,136 | -9.46% | |
| Krilogy Financial Llc | 0.11% | 34,501 | $3,848,642 | $3,484,601 | -$364,041 | -9.46% | |
| Symphony Financial Services, Inc. | 1.70% | 33,892 | $3,780,705 | $3,423,092 | -$357,613 | -9.46% | |
| Janney Montgomery Scott Llc | 0.01% | 33,326 | $3,718,000 | $3,365,926 | -$352,074 | -9.47% | |
| N.E.W. Advisory Services Llc | 0.24% | 31,849 | $3,552,807 | $3,216,749 | -$336,058 | -9.46% | |
| Valley Wealth Managers, Inc. | 0.20% | 31,409 | $3,503,724 | $3,172,309 | -$331,415 | -9.46% | |
| Independent Financial Group, Llc | 0.06% | 30,524 | $3,405,001 | $3,082,924 | -$322,077 | -9.46% |
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.