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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
JP Morgan Chase
1
JP Morgan Chase
New York
$247M +$246K +3,774 +0.1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.8M +$6.27M +96,172 +108%
VPP
3
Vertex Planning Partners
Illinois
$7.43M +$7M +107,344 New
FFG
4
Foundry Financial Group
New Hampshire
$6.51M +$6.13M +93,983 New
FA
5
Fagan Associates
New York
$6.34M +$468K +7,181 +9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.66M +$5.01M +76,900 +1,584%
Truist Financial
7
Truist Financial
North Carolina
$5.28M -$111K -1,709 -2%
LPL Financial
8
LPL Financial
California
$4.51M +$3.81M +58,369 +868%
HFM
9
Hartford Financial Management
Connecticut
$4.23M +$3.98M +61,098 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$3.85M +$2.06M +31,564 +132%
VAM
11
Vienna Asset Management
California
$3.76M +$3.27M +50,164 +1,218%
TWM
12
Tradition Wealth Management
Minnesota
$3.24M +$3.05M +46,790 New
Osaic Holdings
13
Osaic Holdings
Arizona
$3.04M +$773K +11,852 +37%
PWP
14
Private Wealth Partners
California
$2.84M +$1.49M +22,825 +125%
Jane Street
15
Jane Street
New York
$2.59M +$2.44M +37,377 New
MW
16
MBL Wealth
North Carolina
$2.43M +$2.29M +35,107 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.96M +$1.85M +28,330 New
VWM
18
Valley Wealth Managers
New Jersey
$1.79M +$1.68M +25,797 New
UIA
19
Ulland Investment Advisors
Minnesota
$1.45M +$8.87K +136 +0.7%
HGERS
20
Householder Group Estate & Retirement Specialist
Arizona
$1.24M +$1.17M +17,889 New
HighTower Advisors
21
HighTower Advisors
Illinois
$1.03M +$109K +1,677 +13%
Bank of America
22
Bank of America
North Carolina
$862K +$812K +12,447 New
NA
23
NewEdge Advisors
Louisiana
$470K +$443K +6,787 New
IFG
24
Independent Financial Group
California
$447K +$113K +1,729 +37%
KAS
25
Kestra Advisory Services
Texas
$381K +$359K +5,508 New

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.