161 tracked 13F filers disclose a position in JTEK as of the latest SEC 13F filings, a combined $1.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $356.9M | 4.7M | ▲+2.4% Added · +110K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $64.8M | 815K | ▲+5.0% Added · +39K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $42.8M | 539K | ▲+0.1% Added · +320 sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $34.5M | 434K | ▲+31% Added · +102K sh | Q1 2026 | |
| 5 | Composition Wealth, LLC | $44.4M | 398K | ▲+8.4% Added · +31K sh | Q2 2026 | |
| 6 | Hughes Financial Services, LLC | $42.6M | 382K | ▲+0.4% Added · +2K sh | Q2 2026 | |
| 7 | UBS Group AG | $28.5M | 358K | ▼−19% Reduced · −81K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $25.0M | 224K | ▲+4.0% Added · +9K sh | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $17.4M | 219K | ▼−4.9% Reduced · −11K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $13.2M | 166K | ▲+18% Added · +25K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $17.8M | 160K | ▲+22% Added · +29K sh | Q2 2026 | |
| 12 | Vertex Planning Partners, LLC | $12.5M | 157K | ▲+4.0% Added · +6K sh | Q1 2026 | |
| 13 | Pine Valley Investments Ltd Liability Co | $16.8M | 151K | ▲+5.9% Added · +8K sh | Q2 2026 | |
| 14 | Tradition Wealth Management, LLC | $16.7M | 150K | ▲+2.0% Added · +3K sh | Q2 2026 | |
| 15 | SilverOak Wealth Management LLC | $14.6M | 131K | ▼−0.4% Reduced · −493 sh | Q2 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $10.0M | 126K | ▲+4.5% Added · +6K sh | Q1 2026 | |
| 17 | Oak Barrel Wealth Advisory LLC | $13.5M | 121K | ▲+12% Added · +13K sh | Q2 2026 | |
| 18 | ERn Financial, LLC | $13.4M | 120K | ▲+1.1% Added · +1K sh | Q2 2026 | |
| 19 | Freedom Financial Partners LLC | $12.6M | 113K | ▲+5.4% Added · +6K sh | Q2 2026 | |
| 20 | MORGAN STANLEY | $8.7M | 109K | ▼−38% Reduced · −68K sh | Q1 2026 | |
| 21 | NewEdge Wealth, LLC | $11.9M | 107K | ▼−4.0% Reduced · −4K sh | Q2 2026 | |
| 22 | JONES FINANCIAL COMPANIES LLLP | $7.5M | 97K | ▲+40% Added · +28K sh | Q1 2026 | |
| 23 | Quadcap Wealth Management, LLC | $10.6M | 95K | ▼−7.8% Reduced · −8K sh | Q2 2026 | |
| 24 | Sanctuary Advisors, LLC | $10.0M | 89K | ▲+8.7% Added · +7K sh | Q2 2026 | |
| 25 | Foundry Financial Group, Inc. | $9.6M | 86K | ▼−7.9% Reduced · −7K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in JTEK and 18 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 80 funds | $33.5B |
| MICROSOFT CORPMSFT | 80 funds | $21.5B |
| APPLE INCAAPL | 79 funds | $26.5B |
| ALPHABET INC-CL AGOOGL | 79 funds | $14.7B |
| JPMORGAN CHASE & COJPM | 78 funds | $7.1B |
| AMAZON.COM INCAMZN | 77 funds | $15.5B |
| ALPHABET INC-CL CGOOG | 75 funds | $11.1B |
| META PLATFORMS INC-CLASS AMETA | 75 funds | $9.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 74 funds | $5.2B |
| BROADCOM INCAVGO | 73 funds | $12.8B |
| TESLA INCTSLA | 73 funds | $7.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 73 funds | $4.2B |
Ranked by how many of JTEK's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| JEPQmc | 925 funds | $10.6B |
| HELOmc | 357 funds | $3.0B |
| JGROmc | 347 funds | $6.0B |
| JBNDmc | 295 funds | $5.7B |
| JIVEmc | 195 funds | $1.8B |
| JTEKthis pagemc | 161 funds | $1.0B |
| JMTGMORTGAGE BACKED | 155 funds | $6.1B |
| JPLDUIT EXCHANGE TRADED | 154 funds | $3.1B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for JTEK
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JTEK/capital-change-brief"
Use Arkolith's capital_change_brief for JTEK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JTEK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.