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JPMorgan US Tech Leaders ETF
JTEK

22 hedge funds and large institutions have $262M invested in JPMorgan US Tech Leaders ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

144% more funds holding

Funds holding: 9 → 22 (+13)

41% more capital invested

Capital invested by funds: $186M → $262M (+$76M)

12.78% less ownership

Funds ownership: 97.53% → 84.75% (-13%)

Holders
22
Holders Change
+13
Holders Change %
+144.44%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
4
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$26.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.64M
3
FA
Fagan Associates
New York
+$5.35M
4
Truist Financial
Truist Financial
North Carolina
+$4.95M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.03M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$10.7K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1K
3
Wells Fargo
Wells Fargo
California
-$764
4
TRCT
Tower Research Capital (TRC)
New York
-$529
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$236M +$26.4M +416,035 +13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.88M +$5.64M +88,917 New
FA
3
Fagan Associates
New York
$5.58M +$5.35M +84,320 New
Truist Financial
4
Truist Financial
North Carolina
$5.14M +$4.95M +78,021 New
Osaic Holdings
5
Osaic Holdings
Arizona
$2.12M +$2.03M +32,021 +88,947%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.59M +$1.52M +23,985 New
UIA
7
Ulland Investment Advisors
Minnesota
$1.37M +$1.31M +20,726 New
PWP
8
Private Wealth Partners
California
$1.21M +$539K +8,500 +87%
HighTower Advisors
9
HighTower Advisors
Illinois
$876K +$170K +2,678 +25%
SWM
10
SFG Wealth Management
Maryland
$639K +$612K +9,656 New
Mariner
11
Mariner
Kansas
$512K +$491K +7,744 New
LPL Financial
12
LPL Financial
California
$445K +$426K +6,726 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$321K +$308K +4,854 New
IFG
14
Independent Financial Group
California
$312K +$299K +4,719 New
VAM
15
Vienna Asset Management
California
$309K +$261K +4,120 New
WWMSC
16
Wagner Wealth Management (South Carolina)
South Carolina
$112K +$107K +1,691 New
HWM
17
HighMark Wealth Management
Minnesota
$108K +$103K +1,631 New
Morgan Stanley
18
Morgan Stanley
New York
$11.1K -$10.7K -168 -50%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$8.67K +$8.3K +131 New
MG
20
Mather Group
Illinois
$8.35K +$9K +142 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$3.51K +$3.36K +53 New
PS
22
Principal Securities
Iowa
$3.31K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
– -$1K -17 Closed
Wells Fargo
24
Wells Fargo
California
– -$764 -13 Closed
TRCT
25
Tower Research Capital (TRC)
New York
– -$529 -9 Closed

JTEK Hedge Fund Activity: Q1 2024 in Review

22 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Tech Leaders ETF (JTEK) for Q1 2024, worth a combined $262M — up 41% from $186M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JTEK positions and 3 closed out — a net gain of 13 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $26.4M. The largest seller was Morgan Stanley, cutting an estimated $10.7K.

  • 22 institutional investors held JPMorgan US Tech Leaders ETF (JTEK) as of Q1 2024, up from 9 in Q4 2023.
  • Funds reported $262M of JPMorgan US Tech Leaders ETF stock for Q1 2024, up 41% quarter-over-quarter.
  • 16 funds opened new JPMorgan US Tech Leaders ETF positions in Q1 2024 and 3 closed out, a net change of +13 holders.
  • The largest JPMorgan US Tech Leaders ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $26.4M added.
  • The largest JPMorgan US Tech Leaders ETF seller in Q1 2024 was Morgan Stanley, an estimated $10.7K sold.

Based on aggregated 13F filings for Q1 2024.