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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
SA
51
Sanctuary Advisors
Indiana
$228K
WWMSC
52
Wagner Wealth Management (South Carolina)
South Carolina
$171K +$30.3K +409 +22%
HWM
53
HighMark Wealth Management
Minnesota
$131K +$7.04K +95 +6%
Morgan Stanley
54
Morgan Stanley
New York
$92.1K +$23.4K +316 +35%
Bank of America
55
Bank of America
North Carolina
$82.4K +$76.5K +1,032 +1,811%
BFP
56
Briaud Financial Planning
Texas
$57K +$56.4K +760 New
Comerica Bank
57
Comerica Bank
Texas
$37.8K +$37.1K +500 New
HGERS
58
Householder Group Estate & Retirement Specialist
Arizona
$16K -$1.3M -17,581 -99%
MG
59
Mather Group
Illinois
$12.6K -$74 -1 -0.6%
AF
60
Allworth Financial
California
$11.7K +$10.5K +142 New
SIS
61
Sound Income Strategies
Florida
$11K +$10.8K +145 New
CFP
62
Comprehensive Financial Planning
Pennsylvania
$9.16K +$8.97K +121 New
QC
63
Quent Capital
New York
$6.74K +$6.6K +89 New
RDFA
64
Ritter Daniher Financial Advisory
Ohio
$6.36K +$297 +4 +5%
PMFA
65
Plante Moran Financial Advisors
Michigan
$6.36K
AWM
66
AE Wealth Management
Kansas
$5.9K +$5.79K +78 New
ACA
67
Aptus Capital Advisors
Alabama
$4.92K +$4.82K +65 New
TC
68
Truvestments Capital
Florida
$4.84K +$4.75K +64 New
AIA
69
Armor Investment Advisors
North Carolina
$1.51K
AWM
70
Avior Wealth Management
Nebraska
$75
OMC
71
Old Mission Capital
Illinois
-$945K -13,766 Closed
VWA
72
Visionary Wealth Advisors
Illinois
-$290K -4,218 Closed
PTC
73
Private Trust Company
Ohio
-$14.3K -208 Closed
NS
74
NBC Securities
Alabama
-$10K -150 Closed
PS
75
Principal Securities
Iowa
-$3.43K -50 Closed