IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

JPMorgan US Tech Leaders (JTEK)

CUSIP: 46654Q732 | NYSE | 253 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Hughes Financial Services, LLC396,006
5.0% of portfolio›$39.3M
Kestra Advisory Services, LLC252,024
0.1% of portfolio›$26.5M
SilverOak Wealth Management LLC130,254
1.6% of portfolio›$13.7M
Commonwealth Equity Services, LLC125,343
0.0% of portfolio›$13.2M
Oak Barrel Wealth Advisory LLC122,025
5.5% of portfolio›$12.8M
ERn Financial, LLC121,065
2.1% of portfolio›$12.7M
Freedom Financial Partners LLC120,649
4.2% of portfolio›$12.7M
Foundry Financial Group, Inc.87,142
3.8% of portfolio›$9.2M
Assetmark, Inc83,129
0.0% of portfolio›$8.7M
Quadcap Wealth Management, LLC78,734
0.8% of portfolio›$8.3M
Hartford Financial Management Inc.70,380
1.7% of portfolio›$7.4M
Fagan Associates, Inc.67,978
0.8% of portfolio›$7.2M
Private Wealth Partners, LLC49,170
0.4% of portfolio›$5.2M
Guided Capital Wealth Management, LLC45,317
2.8% of portfolio›$4.8M
Integras Partners LLC42,566
2.5% of portfolio›$4.5M
Genesis Private Wealth, LLC41,832
1.2% of portfolio›$4.4M
Krilogy Financial LLC36,765
0.1% of portfolio›$3.9M
Tableaux LLC36,200
1.6% of portfolio›$3.8M
Paradigm, Strategies in Wealth Management, LLC34,979
2.4% of portfolio›$3.7M
Cambridge Investment Research Advisors, Inc.32,873
0.0% of portfolio›$3.5K
Valley Wealth Managers, Inc.32,376
0.2% of portfolio›$3.4M
Vestor Capital, LLC32,318
0.3% of portfolio›$4.1K
Independent Financial Group, LLC28,266
0.1% of portfolio›$3.0M
Choreo, LLC24,762
0.0% of portfolio›$2.6M
Founders Financial Securities LLC23,524
0.1% of portfolio›$2.5M
Base Wealth Management LLC22,101
1.0% of portfolio›$2.3M
Mcdonald Partners LLC22,077
0.5% of portfolio›$2.3M
Blvd Private Wealth, LLC21,082
1.6% of portfolio›$2.2M
Ulland Investment Advisors, LLC20,100
0.0% of portfolio›$2.1K
Triumph Capital Management18,860
0.3% of portfolio›$2.0M
Atticus Wealth Management, LLC15,399
0.4% of portfolio›$1.6M
Apollon Wealth Management, LLC14,606
0.0% of portfolio›$1.5M
Wagner Wealth Management, LLC13,344
0.2% of portfolio›$1.4M
Mattern Capital Management, LLC12,076
0.1% of portfolio›$1.3M
Archford Capital Strategies, LLC12,026
0.1% of portfolio›$1.3M
Peck Wealth Management, LLC10,925
1.0% of portfolio›$1.1M
Endowment Wealth Management, Inc.9,941
0.4% of portfolio›$1.0M
Lionsbridge Wealth Management LLC9,917
1.2% of portfolio›$1.0M
MBL Wealth, LLC9,210
0.1% of portfolio›$968.8K
Wealth Enhancement Advisory Services, LLC8,911
0.0% of portfolio›$944.6K
Fifth Third Bancorp8,355
0.0% of portfolio›$878.9K
IFP Advisors, Inc8,069
0.0% of portfolio›$848.8K
Creative Planning7,907
0.0% of portfolio›$831.8K
Principal Financial Group Inc7,173
0.0% of portfolio›$754.6K
Cooper Financial Group6,787
0.1% of portfolio›$714.0K
55 North Private Wealth, LLC6,685
0.1% of portfolio›$703.2K
EnRich Financial Partners LLC6,068
0.2% of portfolio›$638.3K
M Holdings Securities, Inc.5,798
0.0% of portfolio›$573
Fulton Bank, N.A.5,313
0.0% of portfolio›$558.9K
Avidian Wealth Enterprises, LLC4,989
0.0% of portfolio›$524.8K
Ignite Planners, LLC4,920
0.1% of portfolio›$517.8K
Wedbush Securities Inc4,300
0.0% of portfolio›$452
Beaumont Financial Advisors, LLC4,048
0.0% of portfolio›$425.8K
Concurrent Investment Advisors, LLC3,862
0.0% of portfolio›$406.3K
Cordoba Advisory Partners LLC3,704
0.0% of portfolio›$389.6K
Cambridge Advisors Inc.3,684
0.1% of portfolio›$387.5K
SFG Wealth Management, Llc.3,680
0.1% of portfolio›$387.1K
Fermata Advisors, LLC3,591
0.1% of portfolio›$377.8K
Elevation Point Wealth Partners, LLC3,232
0.0% of portfolio›$340.0K
Avantax Planning Partners, Inc.2,943
0.0% of portfolio›$309.6K
Security National Bank2,834
0.0% of portfolio›$298.1K
Red Mountain Financial, LLC2,807
0.2% of portfolio›$295.3K
Sutton Place Investors LLC2,509
0.1% of portfolio›$263.9K
Legacy Solutions, LLC2,496
0.2% of portfolio›$262.6K
Ascent Group, LLC2,495
0.0% of portfolio›$262.5K
Blue Water Asset Management2,482
0.1% of portfolio›$261.1K
Atria Investments, Inc2,180
0.0% of portfolio›$229.3K
Gill Capital Partners, LLC1,936
0.1% of portfolio›$203.7K
Farther Finance Advisors, LLC1,482
0.0% of portfolio›$155.9K
Steph & Co1,300
0.0% of portfolio›$136.8K
Richardson Financial Services Inc.1,284
0.1% of portfolio›$135.1K
Financially Speaking Inc920
0.1% of portfolio›$96.8K
Capital Investment Advisory Services, LLC661
0.0% of portfolio›$68.6K
Jacobi Capital Management LLC500
0.0% of portfolio›$52.6K
Burk Holdings LLC348
0.0% of portfolio›$36.6K
Bangor Savings Bank261
0.0% of portfolio›$27.5K
Godsey & Gibb, Inc197
0.0% of portfolio›$20.7K
Foresight Capital Management Advisors, Inc.159
0.0% of portfolio›$16.7K
Private Trust Co NA159
0.0% of portfolio›$16.7K
Asset Dedication, LLC134
0.0% of portfolio›$14.1K
Parallel Advisors, LLC111
0.0% of portfolio›$11.7K
Spire Wealth Management110
0.0% of portfolio›$11.6K
TD Waterhouse Canada Inc.96
0.0% of portfolio›$10.2K
Creative Financial Designs Inc95
0.0% of portfolio›$10.0K
Gilpin Wealth Management, LLC92
0.0% of portfolio›$9.7K
Signature Equity Partners, LLC82
0.0% of portfolio›$8.6K
Larson Financial Group LLC68
0.0% of portfolio›$7.2K
Team Financial Group, LLC54
0.0% of portfolio›$5.7K
Newton One Investments LLC19
0.0% of portfolio›$2.0K
Root Financial Partners, LLC14
0.0% of portfolio›$1.5K
Valley National Advisers Inc12
0.0% of portfolio›$1.3K
Cherry Tree Wealth Management, LLC11
0.0% of portfolio›$1.2K
Nemes Rush Group LLC10
0.0% of portfolio›$1.1K
Comprehensive Financial Planning, Inc.8
0.0% of portfolio›$841
US Bancorp \de\8
0.0% of portfolio›$842
Midwest Capital Advisors, LLC8
0.0% of portfolio›$842
Halbert Hargrove Global Advisors, LLC2
0.0% of portfolio›$211
Rossby Financial, LCC1
0.0% of portfolio›$105
StyleTurnoverLocationFiled
Hughes Financial Services, LLC
396,006$39.3M5.0%ETFLowHerndon, VA2026-10-30
Kestra Advisory Services, LLC
252,024$26.5M0.1%CoreLowAustin, TX2026-11-02
SilverOak Wealth Management LLC
130,254$13.7M1.6%ETFVery LowEdina, MN2026-10-29
Commonwealth Equity Services, LLC
125,343$13.2M0.0%ETFLowWaltham, MA2026-11-02
Oak Barrel Wealth Advisory LLC
122,025$12.8M5.5%ETFN/AReston, VA2026-11-05
ERn Financial, LLC
121,065$12.7M2.1%ETFVery LowMiddleton, WI2026-10-28
Freedom Financial Partners LLC
120,649$12.7M4.2%ETFLowOakdale, MN2026-10-19
Foundry Financial Group, Inc.
87,142$9.2M3.8%ETFLowLaconia, NH2026-10-28
Assetmark, Inc
83,129$8.7M0.0%ETFLowConcord, CA2026-10-21
Quadcap Wealth Management, LLC
78,734$8.3M0.8%ETFLowFrisco, TX2026-11-02
Hartford Financial Management Inc.
70,380$7.4M1.7%CoreLowWest Hartford, CT2026-10-21
Fagan Associates, Inc.
67,978$7.2M0.8%GrowthLowTroy, NY2026-10-13
Private Wealth Partners, LLC
49,170$5.2M0.4%GrowthLowMill Valley, CA2026-10-22
Guided Capital Wealth Management, LLC
45,317$4.8M2.8%ETFMediumHouston, TX2026-10-21
Integras Partners LLC
42,566$4.5M2.5%CoreLowAlpharetta, GA2026-10-30
Genesis Private Wealth, LLC
41,832$4.4M1.2%ETFLowAshburn, VA2026-11-02
Krilogy Financial LLC
36,765$3.9M0.1%GrowthLowSt. Louis, MO2026-10-13
Tableaux LLC
36,200$3.8M1.6%ETFLowStockbridge, MA2026-10-23
Paradigm, Strategies in Wealth Management, LLC
34,979$3.7M2.4%ETFLowMaple Grove, MN2026-10-16
Cambridge Investment Research Advisors, Inc.
32,873$3.5K0.0%ETFLowFairfield, IA2026-11-02
Valley Wealth Managers, Inc.
32,376$3.4M0.2%GARPMediumParamus, NJ2026-10-09
Vestor Capital, LLC
32,318$4.1K0.3%ValueMediumChicago, IL2026-11-04
Independent Financial Group, LLC
28,266$3.0M0.1%GrowthLowSan Diego, CA2026-10-13
Choreo, LLC
24,762$2.6M0.0%IndexLowRockford, IL2026-10-28
Founders Financial Securities LLC
23,524$2.5M0.1%ETFMediumTowson, MD2026-10-28
Base Wealth Management LLC
22,101$2.3M1.0%ETFMediumLakewood Ranch, FL2026-10-21
Mcdonald Partners LLC
22,077$2.3M0.5%CoreLowCleveland, OH2026-11-03
Blvd Private Wealth, LLC
21,082$2.2M1.6%CoreMediumProspect, KY2026-10-14
Ulland Investment Advisors, LLC
20,100$2.1K0.0%GrowthVery LowMinneapolis, MN2026-10-13
Triumph Capital Management
18,860$2.0M0.3%ETFMediumDenver, CO2026-10-14
Atticus Wealth Management, LLC
15,399$1.6M0.4%ETFLowPalm Beach Gardens, FL2026-10-20
Apollon Wealth Management, LLC
14,606$1.5M0.0%GrowthLowMount Pleasant, SC2026-10-23
Wagner Wealth Management, LLC
13,344$1.4M0.2%ETFLowGreenville, SC2026-10-21
Mattern Capital Management, LLC
12,076$1.3M0.1%CoreMediumLakewood, CO2026-11-02
Archford Capital Strategies, LLC
12,026$1.3M0.1%GrowthMediumSwansea, IL2026-10-19
Peck Wealth Management, LLC
10,925$1.1M1.0%ETFLowWhite Plains, NY2026-10-29
Endowment Wealth Management, Inc.
9,941$1.0M0.4%ETFMediumAppleton, WI2026-11-03
Lionsbridge Wealth Management LLC
9,917$1.0M1.2%ETFMediumJacksonville Beach, FL2026-10-26
MBL Wealth, LLC
9,210$968.8K0.1%ETFLowCharlotte, NC2026-10-22
Wealth Enhancement Advisory Services, LLC
8,911$944.6K0.0%CoreLowPlymouth, MN2026-10-13
Fifth Third Bancorp
8,355$878.9K0.0%IndexVery LowCincinnati, OH2026-11-05
IFP Advisors, Inc
8,069$848.8K0.0%GrowthLowTampa, FL2026-10-16
Creative Planning
7,907$831.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Principal Financial Group Inc
7,173$754.6K0.0%CoreLowDes Moines, IA2026-11-02
Cooper Financial Group
6,787$714.0K0.1%GrowthMediumIrvine, CA2026-10-07
55 North Private Wealth, LLC
6,685$703.2K0.1%ETFLowWinter Park, FL2026-10-20
EnRich Financial Partners LLC
6,068$638.3K0.2%ETFVery LowMadison, WI2026-10-21
M Holdings Securities, Inc.
5,798$5730.0%ETFHighPortland, OR2026-11-03
Fulton Bank, N.A.
5,313$558.9K0.0%CoreLowLancaster, PA2026-10-14
Avidian Wealth Enterprises, LLC
4,989$524.8K0.0%ETFLowHouston, TX2026-10-08
Ignite Planners, LLC
4,920$517.8K0.1%CoreLowSan Clemente, CA2026-10-14
Wedbush Securities Inc
4,300$4520.0%CoreLowPasadena, CA2026-10-22
Beaumont Financial Advisors, LLC
4,048$425.8K0.0%GrowthMediumNeedham, MA2026-10-22
Concurrent Investment Advisors, LLC
3,862$406.3K0.0%GrowthMediumTampa, FL2026-10-16
Cordoba Advisory Partners LLC
3,704$389.6K0.0%ETFMediumNew York, NY2026-10-19
Cambridge Advisors Inc.
3,684$387.5K0.1%ETFVery LowOmaha, NE2026-10-19
SFG Wealth Management, Llc.
3,680$387.1K0.1%ETFMediumTowson, MD2026-10-23
Fermata Advisors, LLC
3,591$377.8K0.1%ETFLowSonoma, CA2026-10-13
Elevation Point Wealth Partners, LLC
3,232$340.0K0.0%CoreHighDenver, CO2026-11-05
Avantax Planning Partners, Inc.
2,943$309.6K0.0%ETFLowDubuque, IA2026-11-03
Security National Bank
2,834$298.1K0.0%GrowthLowOmaha, NE2026-10-26
Red Mountain Financial, LLC
2,807$295.3K0.2%ETFLowFort Collins, CO2026-11-03
Sutton Place Investors LLC
2,509$263.9K0.1%ETFLowArmonk, NY2026-10-20
Legacy Solutions, LLC
2,496$262.6K0.2%ETFLowKennett Square, PA2026-10-07
Ascent Group, LLC
2,495$262.5K0.0%CoreLowVirginia Beach, VA2026-10-30
Blue Water Asset Management
2,482$261.1K0.1%ETFLowGrand Rapids, MI2026-11-04
Atria Investments, Inc
2,180$229.3K0.0%CoreMediumCharlotte, NC2026-10-15
Gill Capital Partners, LLC
1,936$203.7K0.1%ETFLowDenver, CO2026-10-13
Farther Finance Advisors, LLC
1,482$155.9K0.0%IndexLowSan Francisco, CA2026-10-08
Steph & Co
1,300$136.8K0.0%ETFLowMarinette, WI2026-10-07
Richardson Financial Services Inc.
1,284$135.1K0.1%GrowthMediumMedway, MA2026-10-30
Financially Speaking Inc
920$96.8K0.1%ETFHighGreenwood Village, CO2026-11-05
Capital Investment Advisory Services, LLC
661$68.6K0.0%CoreMediumRaleigh, NC2026-10-30
Jacobi Capital Management LLC
500$52.6K0.0%CoreLowPittston, PA2026-11-05
Burk Holdings LLC
348$36.6K0.0%ETFVery LowTulsa, OK2026-11-05
Bangor Savings Bank
261$27.5K0.0%ETFLowBangor, ME2026-10-06
Godsey & Gibb, Inc
197$20.7K0.0%CoreLowRichmond, VA2026-10-14
Foresight Capital Management Advisors, Inc.
159$16.7K0.0%CoreMediumSaline, MI2026-10-27
Private Trust Co NA
159$16.7K0.0%CoreLowCleveland, OH2026-10-20
Asset Dedication, LLC
134$14.1K0.0%ETFLowSan Francisco, CA2026-11-03
Parallel Advisors, LLC
111$11.7K0.0%IndexLowSan Francisco, CA2026-11-03
Spire Wealth Management
110$11.6K0.0%GrowthMediumMclean, VA2026-10-30
TD Waterhouse Canada Inc.
96$10.2K0.0%CoreLowToronto, Australia2026-10-16
Creative Financial Designs Inc
95$10.0K0.0%ETFMediumKokomo, IN2026-11-04
Gilpin Wealth Management, LLC
92$9.7K0.0%GrowthLowDenver, CO2026-10-09
Signature Equity Partners, LLC
82$8.6K0.0%GrowthMediumColumbus, OH2026-10-29
Larson Financial Group LLC
68$7.2K0.0%GrowthLowSt Louis, MO2026-11-05
Team Financial Group, LLC
54$5.7K0.0%ETFLowTemecula, CA2026-10-30
Newton One Investments LLC
19$2.0K0.0%ETFVery LowNewark, DE2026-10-14
Root Financial Partners, LLC
14$1.5K0.0%ETFMediumEncinitas, CA2026-10-21
Valley National Advisers Inc
12$1.3K0.0%ETFLowBethlehem, PA2026-10-23
Cherry Tree Wealth Management, LLC
11$1.2K0.0%ETFVery LowMinnetonka, MN2026-10-15
Nemes Rush Group LLC
10$1.1K0.0%CoreVery LowNovi, MI2026-11-04
Comprehensive Financial Planning, Inc.
8$8410.0%Agg GrowthLowEast Petersburg, PA2026-10-27
US Bancorp \de\
8$8420.0%IndexLowMinneapolis, MN2026-11-05
Midwest Capital Advisors, LLC
8$8420.0%ETFHighGrand Rapids, MI2026-11-04
Halbert Hargrove Global Advisors, LLC
2$2110.0%ETFLowLong Beach, CA2026-10-16
Rossby Financial, LCC
1$1050.0%ETFMediumMelbourne, FL2026-11-05