Skip to content

JTEK J P MORGAN EXCHANGE TRADED F

Follow

ETF (fund)

169 managers (169 13F filers) reported a position in JTEK shares at 2026-03-31, 12,780,253 shares in all. 24 filers opened a position and 16 filers sold out during the quarter.

Managers
169
13F filers
169
New
24
Added
79
Reduced
38
Sold out
16
Shares held by filers
12,780,253

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 & CO4,707,414$357M0.02%+110,02913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN814,902$64.8M0.01%+39,19413F-HR/ATimelineGroup
LPL Financial LLC538,589$42.8M0.01%+32013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA434,030$34.5M0.01%+101,52713F-HRTimelineGroup
Independent Advisor Alliance430,289$34.2M0.37%new13F-HRTimeline
Hughes Financial Services, LLC379,941$30.2M4.64%+13,71113F-HRTimeline
Composition Wealth, LLC366,799$29.2M0.4%+5,45813F-HRTimeline
VESTOR CAPITAL, LLC361,189$28.7M2.08%+354,40113F-HRTimeline
UBS Group AGin group UBS Group AG357,701$28.5M0.01%-81,43313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC219,351$17.4M0.01%-11,33213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC215,392$17.1M0.06%+16,42813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC166,126$13.2M<0.01%+24,82213F-HRTimelineGroup
Vertex Planning Partners, LLC157,205$12.5M2.43%+6,08713F-HRTimeline
Tradition Wealth Management, LLC146,533$11.7M0.83%+6,56213F-HRTimeline
Pine Valley Investments Ltd Liability Co142,357$11.3M0.55%+110,92313F-HRTimeline
SilverOak Wealth Management LLC131,306$10.4M1.65%+3,26513F-HRTimeline
MML INVESTORS SERVICES, LLC131,039$10.4M0.03%+5,00513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC126,271$10M0.01%+5,50213F-HRTimeline
ERn Financial, LLC118,987$9.46M1.78%+45,01013F-HRTimeline
NewEdge Wealth, LLC111,154$8.84M0.11%+26,12413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY108,765$8.65M<0.01%-68,00313F-HRTimelineGroup
Freedom Financial Partners LLC107,231$8.53M3.04%+14,44713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC104,503$8.31M0.02%+8,26213F-HRTimelineGroup
Quadcap Wealth Management, LLC103,122$8.2M0.93%+10,04713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP96,619$7.45M<0.01%+27,79613F-HRTimelineGroup
Foundry Financial Group, Inc.93,224$7.42M3.68%-3,48513F-HRTimeline
Horizon Investments, LLC89,986$7.16M0.08%+43,11113F-HRTimeline
Welch Financial Planning, LLC88,517$7.04M5.06%+3,18313F-HRTimeline
Sanctuary Advisors, LLC82,293$6.55M0.04%-59213F-HRTimeline
Cetera Investment Advisers76,387$6.08M0.01%-48,80013F-HRTimeline
Legacy Edge Advisors, LLC74,484$5.92M0.62%new13F-HRTimeline
Hartford Financial Management Inc.72,085$5.73M1.46%+3,38113F-HRTimeline
YARGER WEALTH STRATEGIES, LLC71,407$5.68M2.3%-2,08813F-HRTimeline
FAGAN ASSOCIATES, INC.68,523$5.45M0.76%+58513F-HRTimeline
CVA Family Office, LLC66,460$5.29M0.56%+17413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC45,271$3.8M0.21%-1,56213F-HR/ATimeline
Guided Capital Wealth Management, LLC45,751$3.64M2.4%-58413F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.45,045$3.58M0.23%-8413F-HRTimelineGroup
Integras Partners LLC44,356$3.53M2.32%-9313F-HRTimeline
POTENTIA WEALTH43,330$3.45M1.33%-1,98913F-HRTimeline
National Philanthropic Trust42,947$3.42M0.04%+29,02413F-HRTimeline
Circle Wealth Management, LLC42,371$3.37M0.05%+16,46413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,390$3.29M<0.01%-10,13213F-HRTimelineGroup
Krilogy Financial LLC32,991$2.98M0.1%+3,87313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC37,304$2.97M0.07%-7,94213F-HR/ATimeline
TABLEAUX LLC36,975$2.94M1.42%+12,82513F-HRTimeline
Cambridge Investment Research Advisors,…32,474$2.58M0.01%+2,43413F-HRTimeline
NewEdge Advisors, LLC32,173$2.56M0.01%+7,79813F-HR/ATimeline
Symphony Financial Services, Inc.31,831$2.53M1.3%+8,71713F-HRTimeline
N.E.W. Advisory Services LLC31,281$2.49M0.19%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,504$2.27M<0.01%+22,68513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC28,296$2.25M<0.01%+5,65013F-HRTimelineGroup
&PARTNERS28,281$2.25M0.01%+1,13313F-HRTimeline
MBL Wealth, LLC26,067$2.07M0.16%-5,81413F-HRTimeline
Janney Montgomery Scott LLC25,852$2.06M0.01%+10,74713F-HRTimeline
CHOREO, LLC24,742$1.97M0.02%+7,29213F-HRTimeline
Private Wealth Partners, LLC23,905$1.9M0.15%-54013F-HRTimeline
HighTower Advisors, LLC23,594$1.88M<0.01%+94613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC22,487$1.79M0.01%+43013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED22,428$1.78M0.13%+5,31213F-HRTimeline
BLVD Private Wealth, LLC21,939$1.75M1.52%+1,97113F-HRTimeline
Base Wealth Management LLC21,606$1.72M0.96%+2,72613F-HRTimeline
Triumph Capital Management21,252$1.69M0.34%+1,36013F-HRTimeline
Ulland Investment Advisors, LLC20,849$1.66M1.42%-1,26613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,619$1.64M<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC19,099$1.52M0.01%-35013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…18,504$1.47M<0.01%+1,47413F-HRTimelineGroup
Vienna Asset Management LLC17,845$1.42M1.12%-16,63313F-HRTimeline
Kingsview Wealth Management, LLC16,256$1.29M0.02%+24813F-HRTimeline
Qube Research & Technologies Ltd15,288$1.22M<0.01%-11,82113F-HRTimeline
Macro Advisors, Inc.14,685$1.17M0.48%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC14,390$1.14M0.31%+5,30713F-HRTimeline
Arkadios Wealth Advisors13,279$1.06M0.02%new13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC13,059$1.04M0.33%+3,39513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,618$1.02M<0.01%+19613F-HRTimeline
Ankerstar Wealth, LLC12,741$1.01M1.07%-1,80513F-HRTimeline
Wagner Wealth Management, LLC12,204$971K0.2%+91413F-HRTimeline
Beacon Pointe Advisors, LLC11,694$930K<0.01%new13F-HRTimeline
Archford Capital Strategies, LLC11,511$916K0.1%+11713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,804$859K<0.01%+1,00013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,069$801K0.02%+4,73413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,225$734K0.02%new13F-HRTimelineGroup
IHT Wealth Management, LLC8,639$687K0.02%-11113F-HRTimeline
MCDONALD PARTNERS LLC8,563$681K0.16%new13F-HRTimeline
Stelac Advisory Services LLC7,990$636K0.13%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,912$629K<0.01%-2,19113F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,854$625K<0.01%-5,50013F-HRTimelineGroup
Ignite Planners, LLC7,739$617K0.1%+31413F-HRTimeline
Cooper Financial Group7,601$605K0.06%+22513F-HRTimeline
Peck Wealth Management, LLC7,460$593K0.6%-1,00013F-HRTimeline
Creative Planningin group Creative Planning7,284$579K<0.01%+3,26713F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC7,168$570K0.07%+2,43813F-HRTimeline
Quantinno Capital Management LP7,026$559K<0.01%-4913F-HRTimeline
55 North Private Wealth, LLC6,685$532K0.14%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,488$516K<0.01%new13F-HRTimelineGroup
Family Manage LLC6,480$515K0.06%013F-HRTimeline
IFP Advisors, Inc6,053$481K0.01%+74613F-HRTimeline
Mountain Capital Investment Advisors In…4,965$470K0.07%+22213F-HRTimeline
Avidian Wealth Enterprises, LLC4,989$397K0.01%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC4,954$394K<0.01%013F-HRTimelineGroup
Mutual Advisors, LLC4,929$392K0.01%+32513F-HRTimeline
Eldridge Investment Advisors, Inc.4,904$390K0.09%-4113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,760$379K<0.01%-10,96313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,499$358K<0.01%-15013F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.4,183$333K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,183$333K0.01%new13F-HRTimeline
SFG Wealth Management, LLC.4,165$331K0.14%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC3,973$316K0.02%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,850$306K0.01%new13F-HRTimelineGroup
Fermata Advisors, LLC3,831$305K0.07%new13F-HRTimeline
Beaumont Financial Advisors, LLC3,815$303K0.02%+58713F-HRTimeline
World Investment Advisors3,725$296K<0.01%-4,12013F-HRTimeline
Cordoba Advisory Partners LLC3,704$295K0.08%+1,19713F-HRTimeline
TD Capital Management LLC3,639$289K0.03%+65713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,458$275K0.07%+17813F-HRTimeline
Cambridge Advisors Inc.3,441$274K0.05%+25113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,293$262K0.01%+52813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,210$255K<0.01%+37413F-HRTimelineGroup
FLOW TRADERS U.S. LLC3,189$254K0.01%new13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…3,080$245K0.17%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,987$238K0.01%+60113F-HRTimelineGroup
Valmark Advisers, Inc.2,927$233K<0.01%-33313F-HRTimeline
CWM, LLCin group CWM, LLC2,809$223K<0.01%-4,89213F-HRTimelineGroup
Gateway Wealth Partners, LLC2,604$207K0.01%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,600$207K<0.01%-10,30013F-HRTimeline
Red Mountain Financial, LLC2,583$205K0.19%+1913F-HRTimeline
Waverly Advisors, LLC1,981$158K<0.01%+34813F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,936$154K0.04%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…1,848$147K0.1%+1,36713F-HRTimeline
HighMark Wealth Management LLC1,726$137K0.06%013F-HRTimeline
PROTECTIVE LIFE CORP1,681$134K0.44%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,557$124K0.08%+17213F-HRTimeline
STEPH & CO1,300$103K0.03%013F-HRTimeline
Financially Speaking Inc920$73.2K0.36%-6013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…884$70.3K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…801$63.7K<0.01%+8813F-HRTimeline
Advisory Services Network, LLC666$53K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…534$42.5K<0.01%+40913F-HRTimeline
MAI Capital Management512$40.7K<0.01%-11013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…500$39.8K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…475$38.4K<0.01%013F-HRTimeline
Allworth Financial LP399$31.7K<0.01%+21913F-HRTimeline
FMR LLCin group FMR LLC388$30.9K<0.01%+22713F-HRTimelineGroup
Farther Finance Advisors, LLC285$23K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department263$20.9K0.01%013F-HRTimelineGroup
Bangor Savings Bank261$20.8K<0.01%+4113F-HRTimeline
GODSEY & GIBB, INC197$15.7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC194$15.4K<0.01%-2513F-HRTimeline
PRIVATE TRUST CO NA159$12.6K<0.01%-1113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC137$11K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC122$9.7K<0.01%013F-HRTimeline
Copia Wealth Management113$8.99K0.01%013F-HRTimeline
Parallel Advisors, LLC111$8.83K<0.01%013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management110$8.75K<0.01%013F-HRTimelineGroup
Operose Advisors LLC95$7.56K<0.01%013F-HRTimeline
Clearstead Advisors, LLC91$7.24K<0.01%+3413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…84$6.68K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC84$6.68K<0.01%013F-HRTimeline
Larson Financial Group LLC68$5.41K<0.01%-513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/57$4.53K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…46$3.66K<0.01%+3213F-HRTimelineGroup
BALLAST ADVISORS LLC35$2.78K<0.01%new13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.32$2.54K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC20$1.59K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC12$955<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC11$875<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2$160<0.01%013F-HRTimeline
Rossby Financial, LCC1$81<0.01%013F-HRTimeline
Global Wealth Strategies & Associates1$80<0.01%new13F-HRTimeline