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-Q1 13F filings (latest filed 2026-05-21). 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
28 tracked funds added or opened JTEK while 51 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2025-Q4 and 2026-Q1, across 169 tracked filers holding JTEK, 103 increased or opened the position and 60 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 2025-Q4 and 2026-Q1 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 11
- Independent Advisor Alliance$34M
- GFS Advisors, LLC$9M
- Legacy Edge Advisors, LLC$6M
- N.E.W. Advisory Services LLC$2M
- CITADEL ADVISORS LLC$2M
- Macro Advisors, Inc.$1M
Full exits 8
- Oak Barrel Wealth Advisory LLC$10M
- Resolute Wealth Strategies, LLC$3M
- Pine Valley Investments Ltd Liability Co$3M
- HRT FINANCIAL LP$2M
- Boulder Wealth Advisors, LLC$2M
- JANE STREET GROUP, LLC$1M
Largest adds
- VESTOR CAPITAL, LLC$29M
- ROYAL BANK OF CANADA$5M
- Horizon Investments, LLC$3M
- ERn Financial, LLC$3M
- National Philanthropic Trust$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
Largest trims
- JPMORGAN CHASE & CO$57M
- UBS Group AG$11M
- MORGAN STANLEY$7M
- LPL Financial LLC$6M
- Cetera Investment Advisers$5M
- WELLS FARGO & COMPANY/MN$5M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 4,707,414 | $357M | 35.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 814,902 | $65M | 6.4% | 2026-Q1 |
| LPL Financial LLC added | 538,589 | $43M | 4.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 434,030 | $35M | 3.4% | 2026-Q1 |
| Independent Advisor Alliance new | 430,289 | $34M | 3.4% | 2026-Q1 |
| Hughes Financial Services, LLC added | 379,941 | $30M | 3.0% | 2026-Q1 |
| Composition Wealth, LLC added | 366,799 | $29M | 2.9% | 2026-Q1 |
| VESTOR CAPITAL, LLC added | 361,189 | $29M | 2.9% | 2026-Q1 |
| UBS Group AG trimmed | 357,701 | $28M | 2.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 219,351 | $17M | 1.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 215,392 | $17M | 1.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 166,126 | $13M | 1.3% | 2026-Q1 |
| Vertex Planning Partners, LLC added | 157,205 | $13M | 1.2% | 2026-Q1 |
| Tradition Wealth Management, LLC added | 146,533 | $12M | 1.2% | 2026-Q1 |
| SilverOak Wealth Management LLC added | 131,306 | $10M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 131,039 | $10M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 126,271 | $10M | 1.0% | 2026-Q1 |
| ERn Financial, LLC added | 118,987 | $9M | 0.9% | 2026-Q1 |
| GFS Advisors, LLC new | 32,775 | $9M | 0.9% | 2026-Q1 |
| NewEdge Wealth, LLC added | 111,154 | $9M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 108,765 | $9M | 0.9% | 2026-Q1 |
| Freedom Financial Partners LLC added | 107,231 | $9M | 0.8% | 2026-Q1 |
| ASSETMARK, INC added | 104,503 | $8M | 0.8% | 2026-Q1 |
| Quadcap Wealth Management, LLC added | 103,122 | $8M | 0.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 96,619 | $7M | 0.7% | 2026-Q1 |
| Foundry Financial Group, Inc. trimmed | 93,224 | $7M | 0.7% | 2026-Q1 |
| Horizon Investments, LLC added | 89,986 | $7M | 0.7% | 2026-Q1 |
| Welch Financial Planning, LLC added | 88,517 | $7M | 0.7% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 82,293 | $7M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 76,387 | $6M | 0.6% | 2026-Q1 |
| Legacy Edge Advisors, LLC new | 74,484 | $6M | 0.6% | 2026-Q1 |
| Hartford Financial Management Inc. added | 72,085 | $6M | 0.6% | 2026-Q1 |
| YARGER WEALTH STRATEGIES, LLC trimmed | 71,407 | $6M | 0.6% | 2026-Q1 |
| FAGAN ASSOCIATES, INC. added | 68,523 | $5M | 0.5% | 2026-Q1 |
| CVA Family Office, LLC added | 66,460 | $5M | 0.5% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 45,271 | $4M | 0.4% | 2026-Q1 |
| Guided Capital Wealth Management, LLC trimmed | 45,751 | $4M | 0.4% | 2026-Q1 |
| VALLEY WEALTH MANAGERS, INC. trimmed | 45,045 | $4M | 0.4% | 2026-Q1 |
| Integras Partners LLC trimmed | 44,356 | $4M | 0.4% | 2026-Q1 |
| POTENTIA WEALTH trimmed | 43,330 | $3M | 0.3% | 2026-Q1 |
| National Philanthropic Trust added | 42,947 | $3M | 0.3% | 2026-Q1 |
| Circle Wealth Management, LLC added | 42,371 | $3M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 41,390 | $3M | 0.3% | 2026-Q1 |
| Krilogy Financial LLC added | 32,991 | $3M | 0.3% | 2026-Q1 |
| TABLEAUX LLC trimmed | 36,975 | $3M | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 35,536 | $3M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 32,474 | $3M | 0.3% | 2026-Q1 |
| Symphony Financial Services, Inc. added | 31,831 | $3M | 0.3% | 2026-Q1 |
| N.E.W. Advisory Services LLC new | 31,281 | $2M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 28,504 | $2M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 28,296 | $2M | 0.2% | 2026-Q1 |
| &PARTNERS added | 28,281 | $2M | 0.2% | 2026-Q1 |
| MBL Wealth, LLC trimmed | 26,067 | $2M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 25,852 | $2M | 0.2% | 2026-Q1 |
| CHOREO, LLC added | 24,742 | $2M | 0.2% | 2026-Q1 |
| Private Wealth Partners, LLC trimmed | 23,905 | $2M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 23,594 | $2M | 0.2% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 22,487 | $2M | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 22,428 | $2M | 0.2% | 2026-Q1 |
| BLVD Private Wealth, LLC added | 21,939 | $2M | 0.2% | 2026-Q1 |
| Base Wealth Management LLC added | 21,606 | $2M | 0.2% | 2026-Q1 |
| Triumph Capital Management added | 21,252 | $2M | 0.2% | 2026-Q1 |
| Ulland Investment Advisors, LLC trimmed | 20,849 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 20,619 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 19,099 | $2M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 18,504 | $1M | 0.1% | 2026-Q1 |
| Vienna Asset Management LLC trimmed | 17,845 | $1M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 16,256 | $1M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 15,288 | $1M | 0.1% | 2026-Q1 |
| Macro Advisors, Inc. new | 14,685 | $1M | 0.1% | 2026-Q1 |
| ATTICUS WEALTH MANAGEMENT, LLC added | 14,390 | $1M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors new | 13,279 | $1M | 0.1% | 2026-Q1 |
| GENESIS PRIVATE WEALTH, LLC added | 13,059 | $1M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 12,618 | $1M | 0.1% | 2026-Q1 |
| Ankerstar Wealth, LLC trimmed | 12,741 | $1M | 0.1% | 2026-Q1 |
| Wagner Wealth Management, LLC added | 12,204 | $971K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 11,694 | $930K | 0.1% | 2026-Q1 |
| Archford Capital Strategies, LLC added | 11,511 | $916K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 10,804 | $859K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 10,069 | $801K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 9,225 | $734K | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 8,639 | $687K | 0.1% | 2026-Q1 |
| MCDONALD PARTNERS LLC new | 8,563 | $681K | 0.1% | 2026-Q1 |
| Stelac Advisory Services LLC | 7,990 | $636K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 7,912 | $629K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 7,854 | $625K | 0.1% | 2026-Q1 |
| Ignite Planners, LLC added | 7,739 | $617K | 0.1% | 2026-Q1 |
| Cooper Financial Group added | 7,601 | $605K | 0.1% | 2026-Q1 |
| Peck Wealth Management, LLC trimmed | 7,460 | $593K | 0.1% | 2026-Q1 |
| Creative Planning added | 7,284 | $579K | 0.1% | 2026-Q1 |
| Oak Barrel Wealth Advisory LLC new | 107,852 | $10M | 1.0% | 2025-Q4 stale |
| Resolute Wealth Strategies, LLC added | 34,133 | $3M | 0.3% | 2025-Q4 stale |
| Pine Valley Investments Ltd Liability Co new | 31,434 | $3M | 0.3% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 21,436 | $2M | 0.2% | 2025-Q4 stale |
| Boulder Wealth Advisors, LLC new | 18,460 | $2M | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 13,660 | $1M | 0.1% | 2025-Q4 stale |
| NORTH STAR ASSET MANAGEMENT INC new | 13,312 | $1M | 0.1% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC trimmed | 10,627 | $898K | 0.1% | 2025-Q2 stale |
| Lionsbridge Wealth Management LLC trimmed | 8,275 | $745K | 0.1% | 2025-Q4 stale |
| DOHJ, LLC new | 8,817 | $578K | 0.1% | 2025-Q2 stale |
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.