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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
JP Morgan Chase
1
JP Morgan Chase
New York
$320M +$18.7M +252,257 +6%
MMA
2
Miracle Mile Advisors
California
$20.1M +$19.7M +265,413 New
LPL Financial
3
LPL Financial
California
$10.6M +$1.78M +24,013 +21%
VPP
4
Vertex Planning Partners
Illinois
$10M +$1.75M +23,605 +22%
TWM
5
Tradition Wealth Management
Minnesota
$8.02M +$3.65M +49,168 +86%
FA
6
Fagan Associates
New York
$7.24M +$239K +3,221 +3%
FFG
7
Foundry Financial Group
New Hampshire
$7.12M -$316K -4,264 -4%
Wells Fargo
8
Wells Fargo
California
$6.63M +$6.49M +87,457 +56,790%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.59M +$314K +4,231 +5%
SWM
10
SilverOak Wealth Management
Minnesota
$5.77M +$5.37M +72,420 +1,887%
IP
11
Integras Partners
Georgia
$5.31M +$5.2M +70,140 New
UBS Group
12
UBS Group
Switzerland
$5.04M -$586K -7,901 -11%
HFM
13
Hartford Financial Management
Connecticut
$4.44M -$313K -4,217 -7%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.38M +$2.35M +31,657 +121%
FFS
15
Founders Financial Securities
Maryland
$4.07M -$71.5K -964 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.76M +$479K +6,458 +15%
VWM
17
Valley Wealth Managers
New Jersey
$2.86M +$895K +12,064 +47%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.58M -$397K -5,349 -14%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.5M +$865K +11,660 +55%
PWP
20
Private Wealth Partners
California
$2.15M
FFP
21
Freedom Financial Partners
Minnesota
$1.91M +$1.87M +25,223 New
VAM
22
Vienna Asset Management
California
$1.85M -$2.12M -28,650 -54%
MW
23
MBL Wealth
North Carolina
$1.83M +$87.8K +1,184 +5%
UIA
24
Ulland Investment Advisors
Minnesota
$1.59M +$125K +1,692 +9%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.44M +$58.9K +794 +4%