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JPMorgan US Tech Leaders ETF

52 hedge funds and large institutions have $354M invested in JPMorgan US Tech Leaders ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

13% more funds holding

Funds holding: 4652 (+6)

6% more capital invested

Capital invested by funds: $334M → $354M (+$19.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10.74% less ownership

Funds ownership: 63.66%52.92% (-11%)

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
23
Reduced
14
Closed
6
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
$273M +$26.8M +404,942 +11%
LPL Financial
2
LPL Financial
California
$8.01M +$3.42M +51,578 +79%
VPP
3
Vertex Planning Partners
Illinois
$7.49M +$112K +1,684 +2%
FFG
4
Foundry Financial Group
New Hampshire
$6.76M +$293K +4,417 +5%
FA
5
Fagan Associates
New York
$6.35M +$59.7K +900 +1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.69M +$72.9K +1,100 +1%
UBS Group
7
UBS Group
Switzerland
$5.12M +$4.82M +72,757 +4,081%
HFM
8
Hartford Financial Management
Connecticut
$4.32M +$121K +1,824 +3%
TWM
9
Tradition Wealth Management
Minnesota
$3.9M +$667K +10,064 +22%
FFS
10
Founders Financial Securities
Maryland
$3.76M +$3.63M +54,705 New
VAM
11
Vienna Asset Management
California
$3.65M -$76.4K -1,153 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.97M +$987K +14,896 +53%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.7M -$9.66M -145,706 -79%
PWP
14
Private Wealth Partners
California
$1.96M -$835K -12,600 -31%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.8M -$1.17M -17,693 -40%
VWM
16
Valley Wealth Managers
New Jersey
$1.76M -$8.48K -128 -0.5%
MW
17
MBL Wealth
North Carolina
$1.58M -$803K -12,110 -34%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.47M -$2.26M -34,158 -61%
UIA
19
Ulland Investment Advisors
Minnesota
$1.33M -$99.3K -1,498 -7%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.25M +$225K +3,387 +23%
HGERS
21
Householder Group Estate & Retirement Specialist
Arizona
$1.22M -$6.3K -95 -0.5%
OMC
22
Old Mission Capital
Illinois
$945K +$913K +13,766 New
BPA
23
Beacon Pointe Advisors
California
$755K +$729K +11,000 New
NA
24
NewEdge Advisors
Louisiana
$597K +$126K +1,901 +28%
PAG
25
Private Advisor Group
New Jersey
$562K +$302K +4,552 +125%

JTEK Hedge Fund Activity: Q3 2024 in Review

52 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Tech Leaders ETF (JTEK) for Q3 2024, worth a combined $354M — up 5.8% from $334M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JTEK positions and 6 closed out — a net gain of 6 holders — while 23 added to existing stakes and 14 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $26.8M. The largest seller was Envestnet Asset Management, cutting an estimated $9.66M.

  • 52 institutional investors held JPMorgan US Tech Leaders ETF (JTEK) as of Q3 2024, up from 46 in Q2 2024.
  • Funds reported $354M of JPMorgan US Tech Leaders ETF stock for Q3 2024, up 5.8% quarter-over-quarter.
  • 12 funds opened new JPMorgan US Tech Leaders ETF positions in Q3 2024 and 6 closed out, a net change of +6 holders.
  • The largest JPMorgan US Tech Leaders ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $26.8M added.
  • The largest JPMorgan US Tech Leaders ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $9.66M sold.

Based on aggregated 13F filings for Q3 2024.