Who owns JTEK
Which tracked institutional funds hold JTEK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JTEK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on JTEK is one-sided between 2026-Q1 and 2026-Q2: 84 added or opened and 19 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JTEK’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes JTEK more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JTEK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 173 tracked filers holding JTEK, 94 increased or opened the position and 75 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JTEK between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- Oak Barrel Wealth Advisory LLC$13M
- GOLDMAN SACHS GROUP INC$6M
- Quadrature Capital Ltd$2M
- XTX Topco Ltd$2M
- Fulton Bank, N.A.$1M
- Endowment Wealth Management, Inc.$858K
Full exits 12
- Independent Advisor Alliance$34M
- VESTOR CAPITAL, LLC$29M
- Cambridge Investment Research Advisors, Inc.$3M
- Janney Montgomery Scott LLC$2M
- HighTower Advisors, LLC$2M
- Ulland Investment Advisors, LLC$2M
Largest adds
- JPMORGAN CHASE & CO$53M
- WELLS FARGO & COMPANY/MN$40M
- MORGAN STANLEY$28M
- ROYAL BANK OF CANADA$25M
- UBS Group AG$18M
- LPL Financial LLC$16M
Largest trims
- GFS Advisors, LLC$9M
- Horizon Investments, LLC$5M
- Mariner, LLC$2M
- FOUNDERS FINANCIAL SECURITIES LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- FIFTH THIRD BANCORP$535K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 3,795,908 | $410M | 31.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 937,516 | $105M | 8.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 533,847 | $60M | 4.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 525,975 | $59M | 4.5% | 2026-Q2 |
| UBS Group AG added | 413,281 | $46M | 3.5% | 2026-Q2 |
| Composition Wealth, LLC added | 397,707 | $44M | 3.4% | 2026-Q2 |
| Hughes Financial Services, LLC added | 381,610 | $43M | 3.3% | 2026-Q2 |
| MORGAN STANLEY added | 332,367 | $37M | 2.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 230,826 | $26M | 2.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 223,976 | $25M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 221,237 | $25M | 1.9% | 2026-Q2 |
| Vertex Planning Partners, LLC added | 182,483 | $20M | 1.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 159,888 | $18M | 1.4% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 150,776 | $17M | 1.3% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 149,519 | $17M | 1.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 135,700 | $14M | 1.1% | 2026-Q2 |
| SilverOak Wealth Management LLC trimmed | 130,813 | $15M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 128,966 | $14M | 1.1% | 2026-Q2 |
| Oak Barrel Wealth Advisory LLC added | 120,621 | $13M | 1.0% | 2026-Q2 |
| ERn Financial, LLC added | 120,322 | $13M | 1.0% | 2026-Q2 |
| Freedom Financial Partners LLC added | 113,072 | $13M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 107,256 | $12M | 0.9% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 106,688 | $12M | 0.9% | 2026-Q2 |
| Legacy Edge Advisors, LLC added | 99,779 | $11M | 0.9% | 2026-Q2 |
| Quadcap Wealth Management, LLC trimmed | 95,047 | $11M | 0.8% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 89,432 | $10M | 0.8% | 2026-Q2 |
| Foundry Financial Group, Inc. trimmed | 85,879 | $10M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 83,247 | $9M | 0.7% | 2026-Q2 |
| ASSETMARK, INC trimmed | 82,962 | $9M | 0.7% | 2026-Q2 |
| Welch Financial Planning, LLC trimmed | 78,989 | $9M | 0.7% | 2026-Q2 |
| YARGER WEALTH STRATEGIES, LLC added | 73,375 | $8M | 0.6% | 2026-Q2 |
| Hartford Financial Management Inc. trimmed | 69,188 | $8M | 0.6% | 2026-Q2 |
| FAGAN ASSOCIATES, INC. trimmed | 67,866 | $8M | 0.6% | 2026-Q2 |
| CVA Family Office, LLC trimmed | 64,115 | $7M | 0.5% | 2026-Q2 |
| Private Wealth Partners, LLC added | 59,745 | $7M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 51,946 | $6M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 51,446 | $6M | 0.4% | 2026-Q2 |
| Guided Capital Wealth Management, LLC trimmed | 45,554 | $5M | 0.4% | 2026-Q2 |
| National Philanthropic Trust added | 44,387 | $5M | 0.4% | 2026-Q2 |
| Circle Wealth Management, LLC added | 44,109 | $5M | 0.4% | 2026-Q2 |
| Integras Partners LLC trimmed | 43,437 | $5M | 0.4% | 2026-Q2 |
| GENESIS PRIVATE WEALTH, LLC added | 40,105 | $4M | 0.3% | 2026-Q2 |
| POTENTIA WEALTH trimmed | 39,266 | $4M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 35,260 | $4M | 0.3% | 2026-Q2 |
| TABLEAUX LLC trimmed | 35,169 | $4M | 0.3% | 2026-Q2 |
| Krilogy Financial LLC added | 34,501 | $4M | 0.3% | 2026-Q2 |
| Symphony Financial Services, Inc. added | 33,892 | $4M | 0.3% | 2026-Q2 |
| N.E.W. Advisory Services LLC added | 31,849 | $4M | 0.3% | 2026-Q2 |
| VALLEY WEALTH MANAGERS, INC. trimmed | 31,409 | $4M | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 30,524 | $3M | 0.3% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 30,369 | $3M | 0.3% | 2026-Q2 |
| &PARTNERS added | 29,666 | $3M | 0.3% | 2026-Q2 |
| Clearstead Advisors, LLC added | 29,376 | $3M | 0.3% | 2026-Q2 |
| CHOREO, LLC added | 27,742 | $3M | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 26,709 | $3M | 0.2% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 23,649 | $3M | 0.2% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 23,435 | $3M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 22,826 | $3M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 21,495 | $2M | 0.2% | 2026-Q2 |
| BLVD Private Wealth, LLC trimmed | 21,396 | $2M | 0.2% | 2026-Q2 |
| Base Wealth Management LLC trimmed | 20,016 | $2M | 0.2% | 2026-Q2 |
| ATTICUS WEALTH MANAGEMENT, LLC added | 19,733 | $2M | 0.2% | 2026-Q2 |
| Triumph Capital Management trimmed | 18,028 | $2M | 0.2% | 2026-Q2 |
| MCDONALD PARTNERS LLC added | 17,242 | $2M | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd added | 16,509 | $2M | 0.1% | 2026-Q2 |
| MBL Wealth, LLC trimmed | 16,254 | $2M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 16,067 | $2M | 0.1% | 2026-Q2 |
| Peck Wealth Management, LLC added | 15,745 | $2M | 0.1% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 15,452 | $2M | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 14,641 | $2M | 0.1% | 2026-Q2 |
| Macro Advisors, Inc. trimmed | 14,367 | $2M | 0.1% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 13,247 | $1M | 0.1% | 2026-Q2 |
| Paradigm, Strategies in Wealth Management, LLC added | 12,297 | $1M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 12,231 | $1M | 0.1% | 2026-Q2 |
| Ankerstar Wealth, LLC trimmed | 12,038 | $1M | 0.1% | 2026-Q2 |
| Archford Capital Strategies, LLC added | 11,991 | $1M | 0.1% | 2026-Q2 |
| Fulton Bank, N.A. new | 11,795 | $1M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 11,386 | $1M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,902 | $1M | 0.1% | 2026-Q2 |
| MATTERN CAPITAL MANAGEMENT, LLC added | 10,242 | $1M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 10,100 | $1M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 10,054 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 9,041 | $946K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 8,825 | $984K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 8,398 | $937K | 0.1% | 2026-Q2 |
| Ignite Planners, LLC added | 8,094 | $905K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 8,019 | $895K | 0.1% | 2026-Q2 |
| Stelac Advisory Services LLC | 7,990 | $891K | 0.1% | 2026-Q2 |
| Endowment Wealth Management, Inc. new | 7,689 | $858K | 0.1% | 2026-Q2 |
| Creative Planning added | 7,409 | $826K | 0.1% | 2026-Q2 |
| Cooper Financial Group trimmed | 7,104 | $792K | 0.1% | 2026-Q2 |
| 55 North Private Wealth, LLC | 6,685 | $746K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 6,549 | $731K | 0.1% | 2026-Q2 |
| Family Manage LLC | 6,480 | $723K | 0.1% | 2026-Q2 |
| EnRich Financial Partners LLC new | 6,121 | $683K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 6,011 | $671K | 0.1% | 2026-Q2 |
| HighMark Wealth Management LLC added | 5,085 | $567K | 0.0% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC | 4,989 | $557K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 4,727 | $527K | 0.0% | 2026-Q2 |
| Mountain Capital Investment Advisors Inc. trimmed | 4,488 | $501K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.