JTEK institutional holders

JPMorgan U.S. Tech Leaders ETF · 184 reporting institutions · $1.3B reported value

Funds that can replace JTEK · JTEK return decomposition

Institutional holdings

Institutions reporting JTEK, largest first
InstitutionReported positionAdvisors at firmReport period
Jpmorgan Chase & Co$410.3M02026-06-30
Wells Fargo & Company/mn$104.6M02026-06-30
Royal Bank of Canada$59.6M02026-06-30
Lpl Financial LLC$58.7M23,4582026-06-30
UBS Group AG$46.1M02026-06-30
Composition Wealth, LLC$44.4M762026-06-30
Hughes Financial Services, LLC$42.6M92026-06-30
Morgan Stanley$37.1M23,1852026-06-30
Raymond James Financial Inc$25.7M02026-06-30
Kestra Advisory Services, LLC$25M1,4792026-06-30
Envestnet Pmc$24.7M602026-06-30
Vertex Planning Partners, LLC$20.4M142026-06-30
MML Investors Services, LLC$17.8M5,1202026-06-30
Pine Valley Investments Ltd Liability Co$16.8M332026-06-30
Tradition Wealth Management, LLC$16.7M232026-06-30
Silveroak Wealth Management LLC$14.6M72026-06-30
Commonwealth Equity Services, LLC$14.4M2,8632026-06-30
Jones Financial Companies LLLP$14.2M02026-06-30
Piedmont Wealth Advisory$13.5M32026-06-30
Ern Financial, LLC$13.4M102026-06-30
Freedom Financial Partners LLC$12.6M42026-06-30
Osaic Holdings, Inc.$12M02026-06-30
New Edge Wealth$11.9M1512026-06-30
Legacy Edge Advisors, LLC$11.1M182026-06-30
Quadcap Wealth Management, LLC$10.6M132026-06-30
Sanctuary Advisors, LLC$10M4012026-06-30
Foundry Financial Group, Inc.$9.6M72026-06-30
Cetera Investment Advisers$9.3M10,3702026-06-30
Assetmark, Inc$9.3M2202026-06-30
Welch Financial Planning, LLC$8.8M32026-06-30
Hartford Financial Management Inc.$7.7M72026-06-30
Yarger Wealth Strategies, LLC$7.7M42026-06-30
Fagan Associates Inc$7.6M32026-06-30
Cva Family Office, LLC$7.2M82026-06-30
Private Wealth Partners, LLC$6.7M62026-06-30
Goldman Sachs Group Inc$5.8M02026-06-30
Private Advisor Group, LLC$5.7M9272026-06-30
Guided Capital Wealth Management, LLC$5.1M42026-06-30
National Philanthropic Trust$5M02026-06-30
Circle Wealth Management, LLC$4.9M112026-06-30
Integras Partners LLC$4.8M42026-06-30
Genesis Private Wealth, LLC$4.5M62026-06-30
Potentia Wealth$4.4M92026-06-30
Newedge Advisors$3.9M6012026-06-30
Tableaux Wealth$3.9M52026-06-30
Krilogy$3.8M642026-06-30
Symphony Financial Services, Inc.$3.8M102026-06-30
New. Advisory Services, LLC$3.6M152026-06-30
Valley Wealth Managers, Inc.$3.5M472026-06-30
Independent Financial Group, LLC$3.4M4812026-06-30
Tower Research Capital LLC (trc)$3.4M02026-06-30
&partners$3.3M5552026-06-30
Clearstead; Clearstead Advisory Solutions$3.3M642026-06-30
Choreo, LLC$3.1M1482026-06-30
Silver Oak Securities, Incorporated$3M1172026-06-30
Hightower Advisors, LLC$2.6M1,0462026-06-30
Founders Financial Securities LLC$2.6M1172026-06-30
Horizon Investments, LLC$2.6M272026-06-30
Bank of America Corp /de$2.5M02026-06-30
Citadel Advisors LLC$2.4M02026-06-30
Blvd Private Wealth, LLC$2.4M32026-06-30
Base Wealth Management$2.2M72026-06-30
Atticus Wealth Management, LLC$2.2M82026-06-30
Triumph Capital Management$2M142026-06-30
McDonald Partners LLC$1.9M242026-06-30
Quadrature Capital Ltd$1.8M02026-06-30
Mbl Advisors$1.8M102026-06-30
Kingsview Wealth Management, LLC$1.8M1152026-06-30
Peck Wealth Management, LLC$1.8M02026-06-30
Silvercrest Asset Management Group LLC$1.7M342026-06-30
Xtx Topco Ltd$1.6M02026-06-30
MacRo Advisors, Inc.$1.6M02026-06-30
Wagner Wealth Management, LLC$1.5M52026-06-30
Paradigm, Strategies In Wealth Management, LLC$1.4M32026-06-30
Beacon Pointe Advisors, LLC$1.4M4662026-06-30
Ankerstar Wealth, LLC$1.3M62026-06-30
Archford Capital Strategies, LLC$1.3M162026-06-30
Fulton Bank, N.A.$1.3M02026-06-30
Stifel Financial Corp$1.3M02026-06-30
Susquehanna International Group, LLP$1.2M02026-06-30
Mattern Capital Management, LLC$1.1M82026-06-30
Renaissance Technologies LLC$1.1M02026-06-30
D. E. Shaw & Co., LP$1.1M02026-06-30
Quantinno Capital Management LP$984.4K02026-06-30
Wealth Enhancement Advisory Services, LLC$945.6K1,0262026-06-30
Fifth Third Bancorp$936.8K02026-06-30
Ignite Planners LLC$905.5K242026-06-30
Ifp Advisors, Inc$894.5K3182026-06-30
Stelac Advisory Services LLC$891.3K12026-06-30
Endowment Wealth Management, Inc.$857.7K132026-06-30
Creative Planning$826.5K1,1712026-06-30
Cooper McManus$792.5K632026-06-30
55 North Private Wealth, LLC$745.7K72026-06-30
Mariner, LLC$730.6K02026-06-30
Family Manage LLC$722.9K102026-06-30
Enrich Financial Partners LLC$682.8K42026-06-30
Focus Partners Wealth$670.5K1,0482026-06-30
Highmark Wealth Management LLC$567.2K52026-06-30
Avidian Wealth Enterprises, LLC$556.5K432026-06-30
Aqr Capital Management LLC$527.3K12026-06-30
Mountain Capital Investment Advisors Inc$500.7K162026-06-30
Mutual Advisors, LLC$494.1K1532026-06-30
Eldridge Investment Advisors Inc$491.3K82026-06-30
Concurrent Investment Advisors, LLC$482.7K3492026-06-30
Principal Financial Group Inc$451K02026-06-30
Beaumont Financial Advisors, LLC$442.1K162026-06-30
Twin Peaks Wealth Advisors, LLC$432.8K102026-06-30
Cary Street Partners Financial LLC$429.5K02026-06-30
Fermata Advisors$427.4K132026-06-30
Cordoba Advisory Partners LLC$413.2K72026-06-30
Sfg Wealth Management, Llc.$410.5K92026-06-30
TD Capital Management LLC$405.9K82026-06-30
Cambridge Advisors Inc.$381.2K42026-06-30
Resolute Wealth Strategies, LLC$381.2K62026-06-30
Elevation Point Wealth Partners, LLC$360.5K562026-06-30
Vestmark Advisory Solutions, Inc.$360.5K82026-06-30
Avantax Planning Partners, Inc.$342.8K102026-06-30
Jane Street Group, LLC$337.9K02026-06-30
Red Mountain Financial, LLC$310.3K02026-06-30
Patron Partners, LLC$298.4K22026-06-30
World Investment Advisors$296.3K3592026-06-30
Settanni Financial LLC$279.9K32026-06-30
The Ascent Group, LLC$277.8K202026-06-30
Blue Water Asset Management$275.9K72026-06-30
J.W. Cole Advisors, Inc.$265.5K4992026-06-30
Legacy Solutions, LLC$255.7K32026-06-30
Valmark Advisers, Inc.$255K2952026-06-30
Comprehensive Financial Planning, Inc./pa$235.8K02026-06-30
Fmr LLC$232.6K02026-06-30
Atria Investments, Inc$230K62026-06-30
Waverly Advisors, LLC$229K2312026-06-30
Cwm, LLC$223.4K6672026-03-31
Gill Capital Partners$216K102026-06-30
Apollon Wealth Management, LLC$215.3K1512026-06-30
Bank of New York Mellon Corp$204.2K02026-06-30
Security National Bank$163.8K02026-06-30
Steph & Co$145K02026-06-30
Richardson Financial Services$143.3K42026-06-30
Protective Life Corp$117.6K02026-06-30
Rockefeller Capital Management LP$103.2K3462026-06-30
Aventura Private Wealth, LLC$100.6K32026-06-30
Comerica Bank$81.1K02025-12-31
Financially Speaking Inc$73.2K12026-06-30
Capital Investment Advisory Services, LLC$69.5K1032026-06-30
Steward Partners Investment Advisory, LLC$58K4812026-06-30
International Assets Investment Management, LLC$51.5K1222026-06-30
Global Retirement Partners LLC$45.5K4912026-06-30
Northwestern Mutual Wealth Management Co$45K02026-06-30
Bank of Montreal /can$44.6K02026-06-30
Allworth Financial, LP$44.5K3172026-06-30
Aptus Capital Advisors, LLC$33.9K212026-06-30
Farther Finance Advisors, LLC$31.8K3342026-06-30
Bankplus Trust Department$29.3K02026-06-30
Bangor Savings Bank$29.1K02026-06-30
Regatta Research & Money Management LLC$23.4K62026-06-30
Godsey & Gibb, Inc$22K142026-06-30
Private Trust Co NA$17.7K02026-06-30
Integrated Wealth Concepts LLC$16.7K4802026-06-30
Copia Wealth Management$12.6K42026-06-30
Ae Wealth Management LLC$12.6K4712026-06-30
Parallel Advisors, LLC$12.4K752026-06-30
Spire Wealth Management$12.3K32026-06-30
Operose Advisors LLC$10.6K142026-06-30
Gilpin Wealth Management, LLC$10.3K42026-06-30
Ritter Daniher Financial Advisory LLC / de$9.4K02026-06-30
Shp Wealth Management$8.8K322026-06-30
Atlantic Union Bankshares Corp$8K02026-06-30
Larson Financial Group LLC$7.6K672026-06-30
CIBC Private Wealth Group LLC$4.9K02025-12-31
Harbour Investments, Inc.$4.7K2472026-06-30
Janney Montgomery Scott LLC$3.7K1,3422026-06-30
Russell Investments Group, Ltd.$3.6K02026-06-30
Cambridge Investment Research Advisors, Inc.$2.6K3,9402026-03-31
Ulland Investment Advisors, LLC$2.3K32026-06-30
Armor Investment Advisors, LLC$2.2K42026-06-30
Valley National Advisers Inc$1.3K142026-06-30
Huntington National Bank$1.1K02026-06-30
Midwest Capital Advisors, LLC$89282026-06-30
Cherry Tree Wealth Management, LLC$87592026-03-31
Wedbush Securities Inc$2792202026-06-30
Vestor Capital, LLC$232242026-06-30
Halbert Hargrove Global Advisors, LLC$224432026-06-30
Rossby Financial, Lcc$112312026-06-30
Capital Analysts, LLC$156082026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30