JTEK Institutional Ownership
JPMorgan U.S. Tech Leaders ETF
1W: +2.0%
1M: +10.2%
3M: +1.7%
YTD: +18.9%
1Y: +16.6%
$107.61
+1.23 (+1.15%)
Weekly Expected Move ±2.6%
$102
$105
$108
$110
$113
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Institutional Ownership — JTEK
199
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
29
New Positions
69
Increased
71
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (211 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 3,795,908 | $408M | -911,506 | -19.4% | 11Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 937,516 | $101M | +122,614 | +15.0% | 9Q | SEC ↗ |
| 3 | ROYAL BANK OF CANADA | 533,847 | $57M | +99,817 | +23.0% | 9Q | SEC ↗ |
| 4 | LPL Financial LLC | 525,975 | $57M | -12,614 | -2.3% | 10Q | SEC ↗ |
| 5 | UBS Group AG | 413,281 | $44M | +55,580 | +15.5% | 9Q | SEC ↗ |
| 6 | Composition Wealth, LLC | 397,707 | $43M | +30,908 | +8.4% | 7Q | SEC ↗ |
| 7 | Hughes Financial Services, LLC | 381,610 | $41M | +1,669 | +0.4% | 6Q | SEC ↗ |
| 8 | MORGAN STANLEY | 332,367 | $36M | +223,602 | +205.6% | 11Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 230,826 | $25M | +11,475 | +5.2% | 7Q | SEC ↗ |
| 10 | Kestra Advisory Services, LLC | 223,976 | $24M | +8,584 | +4.0% | 9Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 221,237 | $24M | +55,111 | +33.2% | 10Q | SEC ↗ |
| 12 | Vertex Planning Partners, LLC | 182,483 | $20M | +25,278 | +16.1% | 9Q | SEC ↗ |
| 13 | MML INVESTORS SERVICES, LLC | 159,888 | $17M | +28,849 | +22.0% | 5Q | SEC ↗ |
| 14 | Pine Valley Investments Ltd Liability | 150,776 | $16M | +8,419 | +5.9% | 3Q | SEC ↗ |
| 15 | Tradition Wealth Management, LLC | 149,519 | $16M | +2,986 | +2.0% | 9Q | SEC ↗ |
| 16 | JONES FINANCIAL COMPANIES LLLP | 135,700 | $15M | +39,081 | +40.4% | 6Q | SEC ↗ |
| 17 | SilverOak Wealth Management LLC | 130,813 | $14M | -493 | -0.4% | 8Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 128,966 | $14M | +2,695 | +2.1% | 10Q | SEC ↗ |
| 19 | Oak Barrel Wealth Advisory LLC NEW | 120,621 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 20 | ERn Financial, LLC | 120,322 | $13M | +1,335 | +1.1% | 3Q | SEC ↗ |
| 21 | Freedom Financial Partners LLC | 113,072 | $12M | +5,841 | +5.4% | 7Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 107,256 | $12M | +65,866 | +159.1% | 11Q | SEC ↗ |
| 23 | NewEdge Wealth, LLC | 106,688 | $11M | -4,466 | -4.0% | 4Q | SEC ↗ |
| 24 | Legacy Edge Advisors, LLC | 99,779 | $11M | +25,295 | +34.0% | 2Q | SEC ↗ |
| 25 | Quadcap Wealth Management, LLC | 95,047 | $10M | -8,075 | -7.8% | 4Q | SEC ↗ |
| 26 | Sanctuary Advisors, LLC | 89,432 | $10M | +7,139 | +8.7% | 8Q | SEC ↗ |
| 27 | Foundry Financial Group, Inc. | 85,879 | $9M | -7,345 | -7.9% | 9Q | SEC ↗ |
| 28 | Cetera Investment Advisers | 83,247 | $9M | +6,860 | +9.0% | 6Q | SEC ↗ |
| 29 | ASSETMARK, INC | 82,962 | $9M | -21,541 | -20.6% | 3Q | SEC ↗ |
| 30 | Welch Financial Planning, LLC | 78,989 | $9M | -9,528 | -10.8% | 3Q | SEC ↗ |
| 31 | YARGER WEALTH STRATEGIES, LLC | 73,375 | $8M | +1,968 | +2.8% | 5Q | SEC ↗ |
| 32 | Hartford Financial Management Inc. | 69,188 | $7M | -2,897 | -4.0% | 9Q | SEC ↗ |
| 33 | FAGAN ASSOCIATES, INC. | 67,866 | $7M | -657 | -1.0% | 10Q | SEC ↗ |
| 34 | CVA Family Office, LLC | 64,115 | $7M | -2,345 | -3.5% | 7Q | SEC ↗ |
| 35 | Private Wealth Partners, LLC | 59,745 | $6M | +35,840 | +149.9% | 11Q | SEC ↗ |
| 36 | GOLDMAN SACHS GROUP INC NEW | 51,946 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Private Advisor Group, LLC | 51,446 | $6M | +32,347 | +169.4% | 9Q | SEC ↗ |
| 38 | Guided Capital Wealth Management, LLC | 45,554 | $5M | -197 | -0.4% | 6Q | SEC ↗ |
| 39 | National Philanthropic Trust | 44,387 | $5M | +1,440 | +3.4% | 3Q | SEC ↗ |
| 40 | Circle Wealth Management, LLC | 44,109 | $5M | +1,738 | +4.1% | 9Q | SEC ↗ |
| 41 | Integras Partners LLC | 43,437 | $5M | -919 | -2.1% | 7Q | SEC ↗ |
| 42 | GENESIS PRIVATE WEALTH, LLC | 40,105 | $4M | +27,046 | +207.1% | 3Q | SEC ↗ |
| 43 | POTENTIA WEALTH | 39,266 | $4M | -4,064 | -9.4% | 4Q | SEC ↗ |
| 44 | Cambridge Investment Research Advisors | 36,422 | $4M | +3,948 | +12.2% | 7Q | SEC ↗ |
| 45 | NewEdge Advisors, LLC | 35,260 | $4M | +3,087 | +9.6% | 4Q | SEC ↗ |
| 46 | TABLEAUX LLC | 35,169 | $4M | -1,806 | -4.9% | 6Q | SEC ↗ |
| 47 | Krilogy Financial LLC | 34,501 | $4M | +1,510 | +4.6% | 7Q | SEC ↗ |
| 48 | Symphony Financial Services, Inc. | 33,892 | $4M | +2,061 | +6.5% | 3Q | SEC ↗ |
| 49 | Janney Montgomery Scott LLC | 33,326 | $4M | +7,474 | +28.9% | 6Q | SEC ↗ |
| 50 | N.E.W. Advisory Services LLC | 31,849 | $3M | +568 | +1.8% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Oak Barrel Wealth Advisory LLC | 120,621 | $13M |
| GOLDMAN SACHS GROUP INC | 51,946 | $6M |
| Quadrature Capital Ltd | 16,509 | $2M |
| XTX Topco Ltd | 14,641 | $2M |
| Fulton Bank, N.A. | 11,795 | $1M |
| Endowment Wealth Management, Inc. | 7,689 | $827K |
| EnRich Financial Partners LLC | 6,121 | $659K |
| Resolute Wealth Strategies, LLC | 3,417 | $368K |
| Avantax Planning Partners, Inc. | 3,073 | $331K |
| JANE STREET GROUP, LLC | 3,029 | $326K |
| PATRON PARTNERS, LLC | 2,675 | $288K |
| SUTTON PLACE INVESTORS LLC | 2,509 | $270K |
| WEDBUSH SECURITIES INC | 2,503 | $269K |
| Blue Water Asset Management | 2,473 | $266K |
| J.W. COLE ADVISORS, INC. | 2,380 | $256K |
| LEGACY SOLUTIONS, LLC | 2,292 | $247K |
| Atria Investments, Inc | 2,062 | $222K |
| Apollon Wealth Management, LLC | 1,930 | $208K |
| Bank of New York Mellon Corp | 1,831 | $197K |
| Security National Bank | 1,468 | $158K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 430,289 | $46M |
| HRT FINANCIAL LP | 21,436 | $2M |
| Boulder Wealth Advisors, LLC | 18,460 | $2M |
| Vienna Asset Management LLC | 17,845 | $2M |
| Qube Research & Technologies Ltd | 15,288 | $2M |
| NORTH STAR ASSET MANAGEMENT INC | 13,312 | $1M |
| Arkadios Wealth Advisors | 13,279 | $1M |
| CreativeOne Wealth, LLC | 10,069 | $1M |
| IHT Wealth Management, LLC | 8,639 | $930K |
| Lionsbridge Wealth Management LLC | 8,275 | $891K |
| TRUIST FINANCIAL CORP | 7,912 | $851K |
| EVOLVE PRIVATE WEALTH, LLC | 3,973 | $428K |
| SIGNATURE ESTATE & INVESTMENT ADVIS | 3,293 | $354K |
| FLOW TRADERS U.S. LLC | 3,189 | $343K |
| Gateway Wealth Partners, LLC | 2,604 | $280K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 2,577 | $277K |
| Mascagni Wealth Management, Inc. | 2,433 | $262K |
| Financial Management Professionals, | 1,600 | $172K |
| Advisory Services Network, LLC | 666 | $72K |
| SageView Advisory Group, LLC | 553 | $60K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +223,602 | +205.6% | 332,367 |
| WELLS FARGO & COMPANY/MN | +122,614 | +15.0% | 937,516 |
| ROYAL BANK OF CANADA | +99,817 | +23.0% | 533,847 |
| OSAIC HOLDINGS, INC. | +65,866 | +159.1% | 107,256 |
| UBS Group AG | +55,580 | +15.5% | 413,281 |
| ENVESTNET ASSET MANAGEMENT INC | +55,111 | +33.2% | 221,237 |
| JONES FINANCIAL COMPANIES LLLP | +39,081 | +40.4% | 135,700 |
| Private Wealth Partners, LLC | +35,840 | +149.9% | 59,745 |
| Private Advisor Group, LLC | +32,347 | +169.4% | 51,446 |
| Composition Wealth, LLC | +30,908 | +8.4% | 397,707 |
| Clearstead Advisors, LLC | +29,285 | +32181.3% | 29,376 |
| MML INVESTORS SERVICES, LLC | +28,849 | +22.0% | 159,888 |
| GENESIS PRIVATE WEALTH, LLC | +27,046 | +207.1% | 40,105 |
| Legacy Edge Advisors, LLC | +25,295 | +34.0% | 99,779 |
| Vertex Planning Partners, LLC | +25,278 | +16.1% | 182,483 |
| Tower Research Capital LLC (TRC) | +21,144 | +229.2% | 30,369 |
| BANK OF AMERICA CORP /DE | +18,066 | +379.5% | 22,826 |
| RAYMOND JAMES FINANCIAL INC | +11,475 | +5.2% | 230,826 |
| Paradigm, Strategies in Wealth Mana | +9,217 | +299.3% | 12,297 |
| MCDONALD PARTNERS LLC | +8,679 | +101.4% | 17,242 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -911,506 | -19.4% | 3,795,908 |
| VESTOR CAPITAL, LLC | -356,543 | -98.7% | 4,646 |
| Horizon Investments, LLC | -66,551 | -74.0% | 23,435 |
| GFS Advisors, LLC | -31,415 | -95.9% | 1,360 |
| Mariner, LLC | -21,747 | -76.9% | 6,549 |
| FOUNDERS FINANCIAL SECURITIES LLC | -21,622 | -47.8% | 23,649 |
| ASSETMARK, INC | -21,541 | -20.6% | 82,962 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -17,602 | -61.8% | 10,902 |
| VALLEY WEALTH MANAGERS, INC. | -13,636 | -30.3% | 31,409 |
| LPL Financial LLC | -12,614 | -2.3% | 525,975 |
| FIFTH THIRD BANCORP | -10,106 | -54.6% | 8,398 |
| MBL Wealth, LLC | -9,813 | -37.6% | 16,254 |
| Welch Financial Planning, LLC | -9,528 | -10.8% | 78,989 |
| Quadcap Wealth Management, LLC | -8,075 | -7.8% | 95,047 |
| Foundry Financial Group, Inc. | -7,345 | -7.9% | 85,879 |
| SILVERCREST ASSET MANAGEMENT GROUP | -7,035 | -31.3% | 15,452 |
| INDEPENDENT FINANCIAL GROUP, LLC | -6,780 | -18.2% | 30,524 |
| CWM, LLC | -4,892 | -63.5% | 2,809 |
| NewEdge Wealth, LLC | -4,466 | -4.0% | 106,688 |
| POTENTIA WEALTH | -4,064 | -9.4% | 39,266 |