Skip to content

JTEK J P MORGAN EXCHANGE TRADED F

Follow

ETF (fund)

180 managers (180 13F filers) reported a position in JTEK shares at 2026-06-30, 12,070,824 shares in all. 26 filers opened a position and 16 filers sold out during the quarter.

Managers
180
13F filers
180
New
26
Added
69
Reduced
53
Sold out
16
Shares held by filers
12,070,824

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,795,908$410M0.02%-911,50613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN937,516$105M0.02%+122,61413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA533,847$59.6M0.01%+99,81713F-HRTimelineGroup
LPL Financial LLC525,975$58.7M0.01%-12,61413F-HRTimeline
UBS Group AGin group UBS Group AG413,281$46.1M0.01%+55,58013F-HRTimelineGroup
Composition Wealth, LLC397,707$44.4M0.52%+30,90813F-HRTimeline
Hughes Financial Services, LLC381,610$42.6M5.64%+1,66913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY332,367$37.1M<0.01%+223,60213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC230,826$25.7M0.01%+11,47513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC223,976$25M0.08%+8,58413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC221,237$24.7M0.01%+55,11113F-HRTimelineGroup
Vertex Planning Partners, LLC182,483$20.4M3.02%+25,27813F-HRTimeline
MML INVESTORS SERVICES, LLC159,888$17.8M0.04%+28,84913F-HRTimeline
Pine Valley Investments Ltd Liability Co150,776$16.8M0.72%+8,41913F-HRTimeline
Tradition Wealth Management, LLC149,519$16.7M1.02%+2,98613F-HRTimeline
SilverOak Wealth Management LLC130,813$14.6M1.88%-49313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC128,966$14.4M0.02%+2,69513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP135,700$14.2M0.01%+39,08113F-HRTimelineGroup
Oak Barrel Wealth Advisory LLC120,621$13.5M5.94%13F-HRTimeline
ERn Financial, LLC120,322$13.4M2.22%+1,33513F-HRTimeline
Freedom Financial Partners LLC113,072$12.6M4.11%+5,84113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.107,256$12M0.01%+65,86613F-HRTimelineGroup
NewEdge Wealth, LLC106,688$11.9M0.12%-4,46613F-HRTimeline
Legacy Edge Advisors, LLC99,779$11.1M1.02%+25,29513F-HR/ATimeline
Quadcap Wealth Management, LLC95,047$10.6M1.03%-8,07513F-HRTimeline
Sanctuary Advisors, LLC89,432$9.98M0.05%+7,13913F-HRTimeline
Foundry Financial Group, Inc.85,879$9.58M4.14%-7,34513F-HRTimeline
Cetera Investment Advisers83,247$9.29M0.01%+6,86013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC82,962$9.25M0.02%-21,54113F-HRTimelineGroup
Welch Financial Planning, LLC78,989$8.81M5.13%-9,52813F-HRTimeline
Hartford Financial Management Inc.69,188$7.72M1.72%-2,89713F-HRTimeline
YARGER WEALTH STRATEGIES, LLC73,375$7.67M2.76%+1,96813F-HRTimeline
FAGAN ASSOCIATES, INC.67,866$7.57M0.93%-65713F-HRTimeline
CVA Family Office, LLC64,115$7.15M0.65%-2,34513F-HRTimeline
Private Wealth Partners, LLC59,745$6.66M0.48%+35,84013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC51,946$5.79M<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC51,446$5.74M0.03%+32,34713F-HRTimeline
Guided Capital Wealth Management, LLC45,554$5.08M2.97%-19713F-HRTimeline
National Philanthropic Trust44,387$4.95M0.07%+1,44013F-HRTimeline
Circle Wealth Management, LLC44,109$4.92M0.06%+1,73813F-HRTimeline
Integras Partners LLC43,437$4.85M2.67%-91913F-HRTimeline
GENESIS PRIVATE WEALTH, LLC40,105$4.47M1.26%+27,04613F-HRTimeline
POTENTIA WEALTH39,266$4.38M1.79%-4,06413F-HRTimeline
Cambridge Investment Research Advisors,…36,422$4.06M0.01%+3,94813F-HR/ATimeline
NewEdge Advisors, LLC35,260$3.93M0.01%+3,08713F-HRTimeline
TABLEAUX LLC35,169$3.92M1.65%-1,80613F-HRTimeline
Krilogy Financial LLC34,501$3.85M0.11%+1,51013F-HRTimeline
Symphony Financial Services, Inc.33,892$3.78M1.7%+2,06113F-HRTimeline
Janney Montgomery Scott LLC33,326$3.72M0.01%+7,47413F-HRTimeline
N.E.W. Advisory Services LLC31,849$3.55M0.24%+56813F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.31,409$3.5M0.2%-13,63613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC30,524$3.41M0.06%-6,78013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…30,369$3.39M0.08%+21,14413F-HRTimelineGroup
&PARTNERS29,666$3.29M0.01%+1,38513F-HRTimeline
Clearstead Advisors, LLC29,376$3.28M0.03%+29,28513F-HRTimeline
CHOREO, LLC27,742$3.09M0.03%+3,00013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED26,709$2.98M0.18%+4,28113F-HRTimeline
HighTower Advisors, LLC23,662$2.64M<0.01%+6813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC23,649$2.64M0.14%-21,62213F-HRTimeline
Horizon Investments, LLC23,435$2.61M0.03%-66,55113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,826$2.55M<0.01%+18,06613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,495$2.4M<0.01%+87613F-HRTimelineGroup
BLVD Private Wealth, LLC21,396$2.39M1.77%-54313F-HRTimeline
Ulland Investment Advisors, LLC20,494$2.29M1.69%-35513F-HRTimeline
Base Wealth Management LLC20,016$2.23M1.04%-1,59013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC19,733$2.2M0.52%+5,34313F-HRTimeline
Triumph Capital Management18,028$2.01M0.36%-3,22413F-HRTimeline
MCDONALD PARTNERS LLC17,242$1.92M0.47%+8,67913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd16,509$1.84M0.02%new13F-HRTimelineGroup
MBL Wealth, LLC16,254$1.81M0.12%-9,81313F-HRTimeline
Kingsview Wealth Management, LLC16,067$1.79M0.02%-18913F-HRTimeline
Peck Wealth Management, LLC15,745$1.76M1.48%+8,28513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC15,452$1.72M0.01%-7,03513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd14,641$1.63M0.02%new13F-HRTimelineGroup
Macro Advisors, Inc.14,367$1.6M0.51%-31813F-HRTimeline
Wagner Wealth Management, LLC13,247$1.48M0.27%+1,04313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…12,297$1.37M0.84%+9,21713F-HRTimeline
Beacon Pointe Advisors, LLC12,231$1.36M0.01%+53713F-HRTimeline
Ankerstar Wealth, LLC12,038$1.34M1.13%-70313F-HRTimeline
Archford Capital Strategies, LLC11,991$1.34M0.14%+48013F-HRTimeline
Fulton Bank, N.A.11,795$1.32M0.04%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,386$1.27M<0.01%+58213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,902$1.22M<0.01%-17,60213F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC10,242$1.14M0.13%+3,07413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,100$1.13M<0.01%+7,50013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.10,054$1.12M<0.01%+2,20013F-HRTimelineGroup
Quantinno Capital Management LP8,825$984K<0.01%+1,79913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,041$946K<0.01%-3,57713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,398$937K<0.01%-10,10613F-HRTimelineGroup
Ignite Planners, LLC8,094$905K0.12%+35513F-HRTimeline
IFP Advisors, Inc8,019$895K0.02%+1,96613F-HRTimeline
Stelac Advisory Services LLC7,990$891K0.17%013F-HRTimeline
Endowment Wealth Management, Inc.7,689$858K0.33%new13F-HRTimeline
Creative Planningin group Creative Planning7,409$826K<0.01%+12513F-HRTimelineGroup
Cooper Financial Group7,104$792K0.07%-49713F-HRTimeline
55 North Private Wealth, LLC6,685$746K0.15%013F-HRTimeline
Mariner, LLCin group Mariner, LLC6,549$731K<0.01%-21,74713F-HRTimelineGroup
Family Manage LLC6,480$723K0.08%013F-HRTimeline
EnRich Financial Partners LLC6,121$683K0.16%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,011$671K<0.01%-47713F-HRTimelineGroup
HighMark Wealth Management LLC5,085$567K0.19%+3,35913F-HRTimeline
Avidian Wealth Enterprises, LLC4,989$557K0.02%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,727$527K<0.01%+1,51713F-HRTimelineGroup
Mountain Capital Investment Advisors In…4,488$501K0.07%-47713F-HRTimeline
Mutual Advisors, LLC4,429$494K0.01%-50013F-HRTimeline
Eldridge Investment Advisors, Inc.4,404$491K0.1%-50013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,327$483K<0.01%-17213F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC4,043$451K<0.01%-91113F-HRTimelineGroup
Beaumont Financial Advisors, LLC3,963$442K0.03%+14813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,880$433K0.1%+42213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,850$429K0.01%013F-HRTimelineGroup
Fermata Advisors, LLC3,831$427K0.09%013F-HRTimeline
Cordoba Advisory Partners LLC3,704$413K0.09%013F-HRTimeline
SFG Wealth Management, LLC.3,680$411K0.15%-48513F-HRTimeline
TD Capital Management LLC3,639$406K0.03%013F-HRTimeline
Cambridge Advisors Inc.3,417$381K0.07%-2413F-HRTimeline
Resolute Wealth Strategies, LLC3,417$381K0.15%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.3,232$361K<0.01%-95113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,232$361K0.01%-95113F-HRTimeline
Avantax Planning Partners, Inc.3,073$343K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,029$338K<0.01%new13F-HRTimelineGroup
Red Mountain Financial, LLC2,782$310K0.26%+19913F-HRTimeline
PATRON PARTNERS, LLC2,675$298K0.11%new13F-HRTimeline
World Investment Advisors3,725$296K<0.01%013F-HRTimeline
SUTTON PLACE INVESTORS LLC2,509$280K0.14%new13F-HRTimeline
WEDBUSH SECURITIES INC2,503$279K0.01%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,490$278K0.01%-49713F-HRTimelineGroup
Blue Water Asset Management2,473$276K0.09%new13F-HRTimeline
J.W. COLE ADVISORS, INC.2,380$265K<0.01%new13F-HRTimeline
LEGACY SOLUTIONS, LLC2,292$256K0.21%new13F-HRTimeline
Valmark Advisers, Inc.2,286$255K<0.01%-64113F-HRTimeline
GFS Advisors, LLC1,360$243K0.04%new13F-HR/ATimeline
Comprehensive Financial Planning, Inc./…2,114$236K0.13%+26613F-HRTimeline
FMR LLCin group FMR LLC2,085$233K<0.01%+1,69713F-HRTimelineGroup
VESTOR CAPITAL, LLC4,646$232K0.01%-356,54313F-HRTimeline
Atria Investments, Inc2,062$230K<0.01%new13F-HRTimeline
Waverly Advisors, LLC2,053$229K<0.01%+7213F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,936$216K0.06%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,930$215K<0.01%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,831$204K<0.01%new13F-HRTimelineGroup
Security National Bank1,468$164K0.02%new13F-HRTimeline
STEPH & CO1,300$145K0.04%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,285$143K0.08%-27213F-HRTimeline
PROTECTIVE LIFE CORP1,054$118K0.84%-62713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…925$103K<0.01%+42513F-HRTimelineGroup
Aventura Private Wealth, LLC902$101K0.03%new13F-HRTimeline
Financially Speaking Inc920$73.2K0.36%013F-HRTimeline
Capital Investment Advisory Services, L…623$69.5K<0.01%-17813F-HRTimeline
Steward Partners Investment Advisory, L…520$58K<0.01%-1413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…475$51.5K<0.01%013F-HRTimeline
Global Retirement Partners, LLC408$45.5K<0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…403$45K<0.01%-48113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/400$44.6K<0.01%+34313F-HRTimelineGroup
Allworth Financial LP399$44.5K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC304$33.9K<0.01%+11013F-HRTimeline
Farther Finance Advisors, LLC285$31.8K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department263$29.3K0.01%013F-HRTimelineGroup
Bangor Savings Bank261$29.1K<0.01%013F-HRTimeline
Regatta Research & Money Management210$23.4K0.02%13F-HRTimeline
GODSEY & GIBB, INC197$22K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA159$17.7K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC150$16.7K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC137$15K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC113$12.6K<0.01%-913F-HRTimeline
Copia Wealth Management113$12.6K0.01%013F-HRTimeline
Parallel Advisors, LLC111$12.4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management110$12.3K<0.01%013F-HRTimelineGroup
Operose Advisors LLC95$10.6K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC92$10.3K0.01%+8013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…84$9.37K<0.01%013F-HRTimeline
SHP Wealth Management79$8.81K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp72$8.03K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC68$7.59K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.42$4.68K<0.01%+1013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…32$3.57K<0.01%-1413F-HRTimelineGroup
Armor Investment Advisors, LLC20$2.23K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC12$1.34K<0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC8$892<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2$224<0.01%013F-HRTimeline
Rossby Financial, LCC1$112<0.01%013F-HRTimeline