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JPMorgan US Tech Leaders ETF

70 hedge funds and large institutions have $464M invested in JPMorgan US Tech Leaders ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35% more funds holding

Funds holding: 5270 (+18)

31% more capital invested

Capital invested by funds: $354M → $464M (+$111M)

2.73% less ownership

Funds ownership: 52.92%50.19% (-2.7%)

Holders
70
Holders Change
+18
Holders Change %
+34.62%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
27
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$1.38M +$1.35M +18,191 New
IWM
27
IHT Wealth Management
Illinois
$1.32M +$1.29M +17,392 New
KWM
28
Kingsview Wealth Management
Oregon
$1.3M +$1.27M +17,142 New
KAS
29
Kestra Advisory Services
Texas
$1.03M +$408K +5,498 +68%
TCM
30
Triumph Capital Management
Colorado
$872K +$855K +11,529 New
Mariner
31
Mariner
Kansas
$838K +$353K +4,760 +75%
BPA
32
Beacon Pointe Advisors
California
$837K +$4.97K +67 +0.6%
KF
33
Krilogy Financial
Missouri
$773K +$758K +10,214 New
CFO
34
CVA Family Office
Colorado
$749K +$734K +9,892 New
Jane Street
35
Jane Street
New York
$732K +$266K +3,582 +59%
Truist Financial
36
Truist Financial
North Carolina
$725K +$710K +9,578 New
Goldman Sachs
37
Goldman Sachs
New York
$588K +$346K +4,660 +150%
PAG
38
Private Advisor Group
New Jersey
$573K -$45.8K -617 -8%
CWM
39
Circle Wealth Management
New Jersey
$534K
IFG
40
Independent Financial Group
California
$501K +$3.86K +52 +0.8%
NA
41
NewEdge Advisors
Louisiana
$393K -$259K -3,489 -40%
FM
42
Family Management
New York
$378K
AWE
43
Avidian Wealth Enterprises
Texas
$365K +$357K +4,819 New
MWM
44
Mascagni Wealth Management
Mississippi
$351K +$387K +5,224 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$347K +$340K +4,589 New
CFG
46
Cooper Financial Group
California
$322K +$315K +4,250 New
IP
47
Ignite Planners
California
$283K -$15.7K -212 -6%
WIA
48
World Investment Advisors
California
$272K -$3.71K -50 -1%
IAP
49
Indie Asset Partners
Indiana
$257K +$7.79K +105 +3%
Raymond James Financial
50
Raymond James Financial
Florida
$257K +$252K +3,394 New