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JPMorgan US Tech Leaders ETF

46 hedge funds and large institutions have $334M invested in JPMorgan US Tech Leaders ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 2

700% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 2

109% more funds holding

Funds holding: 2246 (+24)

27% more capital invested

Capital invested by funds: $262M → $334M (+$71.8M)

21.09% less ownership

Funds ownership: 84.75%63.66% (-21%)

Holders
46
Holders Change
+24
Holders Change %
+109.09%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
16
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$376K +$354K +5,434 New
IP
27
Ignite Planners
California
$376K +$342K +5,244 New
Mariner
28
Mariner
Kansas
$318K -$206K -3,152 -41%
VWA
29
Visionary Wealth Advisors
Illinois
$301K +$283K +4,341 New
CWM
30
Circle Wealth Management
New Jersey
$281K +$265K +4,060 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$265K +$249K +3,820 New
PAG
32
Private Advisor Group
New Jersey
$252K +$237K +3,633 New
IAP
33
Indie Asset Partners
Indiana
$213K +$200K +3,071 New
UBS Group
34
UBS Group
Switzerland
$123K +$116K +1,783 New
WWMSC
35
Wagner Wealth Management (South Carolina)
South Carolina
$118K +$782 +12 +0.7%
HWM
36
HighMark Wealth Management
Minnesota
$113K
Morgan Stanley
37
Morgan Stanley
New York
$25.2K +$12.8K +196 +117%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$22.9K +$18.1K +278 +525%
TSWM
39
Tyler-Stone Wealth Management
Ohio
$20.8K +$19.6K +300 New
NS
40
NBC Securities
Alabama
$17K +$16.3K +250 New
PTC
41
Private Trust Company
Ohio
$13.4K +$12.6K +193 New
MG
42
Mather Group
Illinois
$10.7K +$1.24K +19 +13%
RDFA
43
Ritter Daniher Financial Advisory
Ohio
$5.54K +$5.22K +80 New
PS
44
Principal Securities
Iowa
$3.46K
CAS
45
Coppell Advisory Solutions
Texas
$1.52K +$1.44K +22 New
Wells Fargo
46
Wells Fargo
California
$1.39K +$1.3K +20 New
SWM
47
SFG Wealth Management
Maryland
-$639K -9,656 Closed
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
-$8.67K -131 Closed

JTEK Hedge Fund Activity: Q2 2024 in Review

46 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Tech Leaders ETF (JTEK) for Q2 2024, worth a combined $334M — up 27% from $262M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JTEK positions and 2 closed out — a net gain of 24 holders — while 16 added to existing stakes and 2 trimmed.

The largest buyer was Vertex Planning Partners, opening a new position worth an estimated $7M. The largest seller was SFG Wealth Management, exiting entirely with an estimated $639K sold.

  • 46 institutional investors held JPMorgan US Tech Leaders ETF (JTEK) as of Q2 2024, up from 22 in Q1 2024.
  • Funds reported $334M of JPMorgan US Tech Leaders ETF stock for Q2 2024, up 27% quarter-over-quarter.
  • 26 funds opened new JPMorgan US Tech Leaders ETF positions in Q2 2024 and 2 closed out, a net change of +24 holders.
  • The largest JPMorgan US Tech Leaders ETF buyer in Q2 2024 was Vertex Planning Partners, an estimated $7M added.
  • The largest JPMorgan US Tech Leaders ETF seller in Q2 2024 was SFG Wealth Management, an estimated $639K sold.

Based on aggregated 13F filings for Q2 2024.