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JPMorgan US Tech Leaders ETF

169 hedge funds and large institutions have $999M invested in JPMorgan US Tech Leaders ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 38

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

3% more funds holding

Funds holding: 164169 (+5)

0.51% more ownership

Funds ownership: 32.57%33.09% (+0.51%)

8% less capital invested

Capital invested by funds: $1.08B → $999M (-$84M)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
169
Holders Change
+5
Holders Change %
+3.05%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
25
Increased
79
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$357M +$9.43M +110,029 +2%
Wells Fargo
2
Wells Fargo
California
$64.8M +$3.36M +39,194 +5%
LPL Financial
3
LPL Financial
California
$42.8M +$27.4K +320 +0.1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.5M +$8.7M +101,527 +31%
IAA
5
Independent Advisor Alliance
North Carolina
$34.2M +$36.9M +430,289 New
HFS
6
Hughes Financial Services
Virginia
$30.2M +$1.18M +13,711 +4%
MMA
7
Miracle Mile Advisors
California
$29.2M +$468K +5,458 +2%
VC
8
Vestor Capital
Illinois
$28.7M +$30.4M +354,401 +5,221%
UBS Group
9
UBS Group
Switzerland
$28.5M -$6.98M -81,433 -19%
Raymond James Financial
10
Raymond James Financial
Florida
$17.4M -$971K -11,332 -5%
KAS
11
Kestra Advisory Services
Texas
$17.1M +$1.41M +16,428 +8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$13.2M +$2.13M +24,822 +18%
VPP
13
Vertex Planning Partners
Illinois
$12.5M +$522K +6,087 +4%
TWM
14
Tradition Wealth Management
Minnesota
$11.7M +$562K +6,562 +5%
PVI
15
Pine Valley Investments
New Jersey
$11.3M +$9.51M +110,923 +353%
SWM
16
SilverOak Wealth Management
Minnesota
$10.4M +$280K +3,265 +3%
MML Investors Services
17
MML Investors Services
Massachusetts
$10.4M +$429K +5,005 +4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$10M +$472K +5,502 +5%
EFL
19
ERn Financial LLC
Wisconsin
$9.46M +$3.86M +45,010 +61%
NW
20
NewEdge Wealth
Pennsylvania
$8.84M +$2.24M +26,124 +31%
Morgan Stanley
21
Morgan Stanley
New York
$8.65M -$5.83M -68,003 -38%
FFP
22
Freedom Financial Partners
Minnesota
$8.53M +$1.24M +14,447 +16%
AssetMark Inc
23
AssetMark Inc
California
$8.31M +$708K +8,262 +9%
QWM
24
Quadcap Wealth Management
Texas
$8.2M +$861K +10,047 +11%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$7.45M +$2.38M +27,796 +40%