Security record · archived quarter
JTEK
JPMorgan U.S. Tech Leaders ETF · Financial Services · Asset Management
37Tracked holders
+3Δ holders
8.14MShares held
$629.56MReported value
+5New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +8.8% ·
share flow +1.1% ·
net new positions +8.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 4.71M | +2.4% | $356.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 2 | Wells Fargo & Company/Mn | 814.90K | +5.0% | $64.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 538.59K | +0.1% | $42.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 434.03K | +30.5% | $34.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 5 | UBS Group AG | 357.70K | -18.5% | $28.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 219.35K | -4.9% | $17.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 166.13K | +17.6% | $13.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 131.04K | +4.0% | $10.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 126.27K | +4.6% | $10.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 108.77K | -38.5% | $8.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Assetmark, Inc | 104.50K | +8.6% | $8.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 96.62K | +40.4% | $7.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 76.39K | -39.0% | $6.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 41.39K | -19.7% | $3.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 28.50K | +389.8% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Mariner, LLC | 28.30K | +24.9% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | HighTower Advisors, LLC | 23.59K | +4.2% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 20.62K | New | $1.64M | 0.0% | New | 1 | SEC ↗ |
| 19 | Fifth Third Bancorp | 18.50K | +8.7% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Qube Research & Technologies Ltd | 15.29K | -43.6% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 12.62K | +1.6% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 10.80K | +10.2% | $859,351 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 7.91K | -21.7% | $629,320 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 7.85K | -41.2% | $624,707 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Creative Planning | 7.28K | +81.3% | $579,369 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 7.03K | -0.7% | $558,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Focus Partners Wealth | 6.49K | New | $516,056 | 0.0% | New | 1 | SEC ↗ |
| 28 | Principal Financial Group Inc | 4.95K | 0.0% | $394,041 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 4.76K | -69.7% | $378,610 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 3.21K | +13.2% | $255,323 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cwm, Llc | 2.81K | -63.5% | $223,428 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Renaissance Technologies ✦ | 2.60K | -79.8% | $206,804 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 884 | New | $70,313 | 0.0% | New | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 500 | New | $39,770 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 388 | +141.0% | $30,859 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 57 | New | $4,534 | 0.0% | New | 1 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 46 | +228.6% | $3,659 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.64M | 0.0% |
| Focus Partners Wealth | $516,056 | 0.0% |
| Northwestern Mutual Wealth… | $70,313 | 0.0% |
| Rockefeller Capital… | $39,770 | 0.0% |
| Bank Of Montreal /Can/ | $4,534 | 0.0% |
Exited
| Hrt Financial Lp | $1.93M | was 0.0% |
| Jane Street Group, Llc | $1.23M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 168 holders, 7.96M shares, $603.11M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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