JTEK

—

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$93.85

+3.90 (+4.33%)

USD · as of 2026-07-30 · marketstack

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Institutional ownership· 13F filers holding JTEK · 2026-Q1 methodology → sources →

169 holders

NOT COVEREDJ P MORGAN EXCHANGE TRADED FOutside our covered operating-company universe: we hold no company record, no SEC annual-report provenance and no cover-page share count for this line, so fundamentals and classification are unavailable. Nothing about what kind of security it is is asserted here — only the 13F register below, which is filed against its CUSIP and stands as filed.evidence ⓘ

% of shares outstanding held

—

Shares held (13F)

12,665,370

Reporting holders

169

% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.

Active share of register99.9%167 active filers

Index / screened out0.1%2 filers

Reporting holders1692026-Q1

Top-10 concentration68.0%

HHI0.1523

Effective holders6.6

Crowding percentile—

Crowding percentile withheld — no market cap for JTEK in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 169 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	JPMORGAN CHASE & CO	4,707,4144.7M	$357M	—	ADD 2%
2	WELLS FARGO & COMPANY/MN	814,902814,902	$65M	—	ADD 5%
3	LPL Financial LLC	538,589538,589	$43M	—	—
4	ROYAL BANK OF CANADA	434,030434,030	$35M	—	ADD 31%
5	Independent Advisor Alliance	430,289430,289	$34M	—	NEW
6	Hughes Financial Services, LLC	379,941379,941	$30M	—	ADD 4%
7	Composition Wealth, LLC	366,799366,799	$29M	—	—
8	VESTOR CAPITAL, LLC	361,189361,189	$29M	—	ADD 5221%
9	UBS Group AG	357,701357,701	$28M	—	TRIM -19%
10	RAYMOND JAMES FINANCIAL INC	219,351219,351	$17M	—	TRIM -5%
11	Kestra Advisory Services, LLC	215,392215,392	$17M	—	ADD 8%
12	ENVESTNET ASSET MANAGEMENT INC	166,126166,126	$13M	—	ADD 18%
13	Vertex Planning Partners, LLC	157,205157,205	$13M	—	ADD 4%
14	Tradition Wealth Management, LLC	146,533146,533	$12M	—	ADD 5%
15	SilverOak Wealth Management LLC	131,306131,306	$10M	—	ADD 3%
16	MML INVESTORS SERVICES, LLC	131,039131,039	$10M	—	ADD 4%
17	COMMONWEALTH EQUITY SERVICES, LLC	126,271126,271	$10M	—	ADD 5%
18	ERn Financial, LLC	118,987118,987	$9M	—	ADD 61%
19	GFS Advisors, LLC	32,77532,775	$9M	—	NEW
20	NewEdge Wealth, LLC	111,154111,154	$9M	—	ADD 31%
21	MORGAN STANLEY	108,765108,765	$9M	—	TRIM -38%
22	Freedom Financial Partners LLC	107,231107,231	$9M	—	ADD 16%
23	ASSETMARK, INC	104,503104,503	$8M	—	ADD 9%
24	Quadcap Wealth Management, LLC	103,122103,122	$8M	—	ADD 11%
25	JONES FINANCIAL COMPANIES LLLP	96,61996,619	$7M	—	ADD 40%
26	Foundry Financial Group, Inc.	93,22493,224	$7M	—	TRIM -4%
27	Horizon Investments, LLC	89,98689,986	$7M	—	ADD 92%
28	Welch Financial Planning, LLC	88,51788,517	$7M	—	ADD 4%
29	Sanctuary Advisors, LLC	82,29382,293	$7M	—	—
30	Cetera Investment Advisers	76,38776,387	$6M	—	TRIM -39%
31	Legacy Edge Advisors, LLC	74,48474,484	$6M	—	NEW
32	Hartford Financial Management Inc.	72,08572,085	$6M	—	ADD 5%
33	YARGER WEALTH STRATEGIES, LLC	71,40771,407	$6M	—	TRIM -3%
34	FAGAN ASSOCIATES, INC.	68,52368,523	$5M	—	—
35	CVA Family Office, LLC	66,46066,460	$5M	—	—
36	FOUNDERS FINANCIAL SECURITIES LLC	45,27145,271	$4M	—	TRIM -3%
37	Guided Capital Wealth Management, LLC	45,75145,751	$4M	—	—
38	VALLEY WEALTH MANAGERS, INC.	45,04545,045	$4M	—	—
39	Integras Partners LLC	44,35644,356	$4M	—	—
40	POTENTIA WEALTH	43,33043,330	$3M	—	TRIM -4%
41	National Philanthropic Trust	42,94742,947	$3M	—	ADD 208%
42	Circle Wealth Management, LLC	42,37142,371	$3M	—	ADD 64%
43	OSAIC HOLDINGS, INC.	41,39041,390	$3M	—	TRIM -20%
44	Krilogy Financial LLC	32,99132,991	$3M	—	ADD 13%
45	INDEPENDENT FINANCIAL GROUP, LLC	37,30437,304	$3M	—	TRIM -18%
46	TABLEAUX LLC	36,97536,975	$3M	—	ADD 53%
47	Cambridge Investment Research Advisors, Inc.	32,47432,474	$3M	—	ADD 8%
48	Symphony Financial Services, Inc.	31,83131,831	$3M	—	ADD 38%
49	N.E.W. Advisory Services LLC	31,28131,281	$2M	—	NEW
50	SUSQUEHANNA INTERNATIONAL GROUP, LLP	28,50428,504	$2M	—	ADD 390%
51	Mariner, LLC	28,29628,296	$2M	—	ADD 25%
52	&PARTNERS	28,28128,281	$2M	—	ADD 4%
53	MBL Wealth, LLC	26,06726,067	$2M	—	TRIM -18%
54	Janney Montgomery Scott LLC	25,85225,852	$2M	—	ADD 71%
55	CHOREO, LLC	24,74224,742	$2M	—	ADD 42%
56	Private Wealth Partners, LLC	23,90523,905	$2M	—	TRIM -2%
57	HighTower Advisors, LLC	23,59423,594	$2M	—	ADD 4%
58	SILVERCREST ASSET MANAGEMENT GROUP LLC	22,48722,487	$2M	—	—
59	SILVER OAK SECURITIES, INCORPORATED	22,42822,428	$2M	—	ADD 31%
60	BLVD Private Wealth, LLC	21,93921,939	$2M	—	ADD 10%
61	Base Wealth Management LLC	21,60621,606	$2M	—	ADD 14%
62	Triumph Capital Management	21,25221,252	$2M	—	ADD 7%
63	Ulland Investment Advisors, LLC	20,84920,849	$2M	—	TRIM -6%
64	CITADEL ADVISORS LLC	20,61920,619	$2M	—	NEW
65	Private Advisor Group, LLC	19,09919,099	$2M	—	—
66	FIFTH THIRD BANCORP	18,50418,504	$1M	—	ADD 9%
67	Vienna Asset Management LLC	17,84517,845	$1M	—	TRIM -48%
68	Kingsview Wealth Management, LLC	16,25616,256	$1M	—	—
69	Qube Research & Technologies Ltd	15,28815,288	$1M	—	TRIM -44%
70	Macro Advisors, Inc.	14,68514,685	$1M	—	NEW
71	ATTICUS WEALTH MANAGEMENT, LLC	14,39014,390	$1M	—	ADD 58%
72	Arkadios Wealth Advisors	13,27913,279	$1M	—	NEW
73	GENESIS PRIVATE WEALTH, LLC	13,05913,059	$1M	—	ADD 35%
74	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	12,61812,618	$1M	—	—
75	Ankerstar Wealth, LLC	12,74112,741	$1M	—	TRIM -12%
76	Wagner Wealth Management, LLC	12,20412,204	$970,706	—	ADD 8%
77	Beacon Pointe Advisors, LLC	11,69411,694	$930,141	—	NEW
78	Archford Capital Strategies, LLC	11,51111,511	$915,585	—	—
79	STIFEL FINANCIAL CORP	10,80410,804	$859,351	—	ADD 10%
80	CreativeOne Wealth, LLC	10,06910,069	$800,888	—	ADD 89%
81	Tower Research Capital LLC (TRC)	9,2259,225	$733,756	—	NEW
82	IHT Wealth Management, LLC	8,6398,639	$687,146	—	—
83	MCDONALD PARTNERS LLC	8,5638,563	$681,101	—	NEW
84	Stelac Advisory Services LLC	7,9907,990	$635,525	—	—
85	TRUIST FINANCIAL CORP	7,9127,912	$629,320	—	TRIM -22%
86	D. E. Shaw & Co., Inc.	7,8547,854	$624,707	—	TRIM -41%
87	Ignite Planners, LLC	7,7397,739	$616,515	—	ADD 4%
88	Cooper Financial Group	7,6017,601	$604,584	—	ADD 3%
89	Peck Wealth Management, LLC	7,4607,460	$593,368	—	TRIM -12%
90	Creative Planning	7,2847,284	$579,369	—	ADD 81%
91	MATTERN CAPITAL MANAGEMENT, LLC	7,1687,168	$570,143	—	ADD 52%
92	Quantinno Capital Management LP	7,0267,026	$558,848	—	—
93	55 North Private Wealth, LLC	6,6856,685	$531,725	—	—
94	Focus Partners Wealth	6,4886,488	$516,056	—	NEW
95	Family Manage LLC	6,4806,480	$515,419	—	—
96	IFP Advisors, Inc	6,0536,053	$481,456	—	ADD 14%
97	Mountain Capital Investment Advisors Inc.	4,9654,965	$469,676	—	ADD 5%
98	NewEdge Advisors, LLC	26,87226,872	$448,511	—	ADD 10%
99	Avidian Wealth Enterprises, LLC	4,9894,989	$396,809	—	—
100	PRINCIPAL FINANCIAL GROUP INC	4,9544,954	$394,041	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 104 bought / 59 sold · net +1,150,771 shares · 3.3d of ADV

Bought104 filers

Shares: 1,726,830
Value: $137M
Opened: 26 · 684,062 sh
Days of ADV: 5.0d

Sold59 filers

Shares: 576,059
Value: $46M
Closed: 21 · 259,850 sh
Days of ADV: 1.7d

Net (all filers) +1,150,771 sh · $92M · 10.0% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

JPMORGAN CHASE & CO

4.2M

4.5M

3.7M

7.8M

4.6M

4.7M

$357M

WELLS FARGO & COMPANY/MN

88K

259K

485K

702K

776K

815K

$65M

LPL Financial LLC

141K

241K

294K

368K

538K

539K

$43M

ROYAL BANK OF CANADA

50K

60K

150K

108K

333K

434K

$35M

Independent Advisor Alliance

—

430K

$34M

Hughes Financial Services, LLC

—

125

542K

543K

366K

380K

$30M

Composition Wealth, LLC

265K

246K

348K

352K

361K

367K

$29M

VESTOR CAPITAL, LLC

—

496K

361K

$29M

UBS Group AG

67K

364K

434K

451K

439K

358K

$28M

RAYMOND JAMES FINANCIAL INC

95K

118K

194K

231K

219K

$17M

Kestra Advisory Services, LLC

14K

150K

178K

188K

199K

215K

$17M

ENVESTNET ASSET MANAGEMENT INC

34K

42K

47K

121K

141K

166K

$13M

Vertex Planning Partners, LLC

133K

139K

143K

149K

151K

157K

$13M

Tradition Wealth Management, LLC

106K

124K

127K

132K

140K

147K

$12M

SilverOak Wealth Management LLC

76K

107K

124K

125K

128K

131K

$10M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	169	12,665,370	—	$995M
2025-Q4	164	11,514,599	—	$1.0B
2025-Q3	121	14,087,073	—	$1.3B
2025-Q2	109	8,216,529	—	$694M
2025-Q1	99	7,537,111	—	$507M
2024-Q4	69	6,132,087	—	$464M
2024-Q3	51	9,116,268	—	$626M
2024-Q2	45	8,387,621

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding JTEK · 2026-Q1 methodology → sources →

169 holders

% of shares outstanding held

—

Shares held (13F)

12,665,370

Reporting holders

169

Active share of register99.9%167 active filers

Index / screened out0.1%2 filers

Reporting holders1692026-Q1

Top-10 concentration68.0%

HHI0.1523

Effective holders6.6

Crowding percentile—

Crowding percentile withheld — no market cap for JTEK in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 169 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	JPMORGAN CHASE & CO	4,707,4144.7M	$357M	—	ADD 2%
2	WELLS FARGO & COMPANY/MN	814,902814,902	$65M	—	ADD 5%
3	LPL Financial LLC	538,589538,589	$43M	—	—
4	ROYAL BANK OF CANADA	434,030434,030	$35M	—	ADD 31%
5	Independent Advisor Alliance	430,289430,289	$34M	—	NEW
6	Hughes Financial Services, LLC	379,941379,941	$30M	—	ADD 4%
7	Composition Wealth, LLC	366,799366,799	$29M	—	—
8	VESTOR CAPITAL, LLC	361,189361,189	$29M	—	ADD 5221%
9	UBS Group AG	357,701357,701	$28M	—	TRIM -19%
10	RAYMOND JAMES FINANCIAL INC	219,351219,351	$17M	—	TRIM -5%
11	Kestra Advisory Services, LLC	215,392215,392	$17M	—	ADD 8%
12	ENVESTNET ASSET MANAGEMENT INC	166,126166,126	$13M	—	ADD 18%
13	Vertex Planning Partners, LLC	157,205157,205	$13M	—	ADD 4%
14	Tradition Wealth Management, LLC	146,533146,533	$12M	—	ADD 5%
15	SilverOak Wealth Management LLC	131,306131,306	$10M	—	ADD 3%
16	MML INVESTORS SERVICES, LLC	131,039131,039	$10M	—	ADD 4%
17	COMMONWEALTH EQUITY SERVICES, LLC	126,271126,271	$10M	—	ADD 5%
18	ERn Financial, LLC	118,987118,987	$9M	—	ADD 61%
19	GFS Advisors, LLC	32,77532,775	$9M	—	NEW
20	NewEdge Wealth, LLC	111,154111,154	$9M	—	ADD 31%
21	MORGAN STANLEY	108,765108,765	$9M	—	TRIM -38%
22	Freedom Financial Partners LLC	107,231107,231	$9M	—	ADD 16%
23	ASSETMARK, INC	104,503104,503	$8M	—	ADD 9%
24	Quadcap Wealth Management, LLC	103,122103,122	$8M	—	ADD 11%
25	JONES FINANCIAL COMPANIES LLLP	96,61996,619	$7M	—	ADD 40%
26	Foundry Financial Group, Inc.	93,22493,224	$7M	—	TRIM -4%
27	Horizon Investments, LLC	89,98689,986	$7M	—	ADD 92%
28	Welch Financial Planning, LLC	88,51788,517	$7M	—	ADD 4%
29	Sanctuary Advisors, LLC	82,29382,293	$7M	—	—
30	Cetera Investment Advisers	76,38776,387	$6M	—	TRIM -39%
31	Legacy Edge Advisors, LLC	74,48474,484	$6M	—	NEW
32	Hartford Financial Management Inc.	72,08572,085	$6M	—	ADD 5%
33	YARGER WEALTH STRATEGIES, LLC	71,40771,407	$6M	—	TRIM -3%
34	FAGAN ASSOCIATES, INC.	68,52368,523	$5M	—	—
35	CVA Family Office, LLC	66,46066,460	$5M	—	—
36	FOUNDERS FINANCIAL SECURITIES LLC	45,27145,271	$4M	—	TRIM -3%
37	Guided Capital Wealth Management, LLC	45,75145,751	$4M	—	—
38	VALLEY WEALTH MANAGERS, INC.	45,04545,045	$4M	—	—
39	Integras Partners LLC	44,35644,356	$4M	—	—
40	POTENTIA WEALTH	43,33043,330	$3M	—	TRIM -4%
41	National Philanthropic Trust	42,94742,947	$3M	—	ADD 208%
42	Circle Wealth Management, LLC	42,37142,371	$3M	—	ADD 64%
43	OSAIC HOLDINGS, INC.	41,39041,390	$3M	—	TRIM -20%
44	Krilogy Financial LLC	32,99132,991	$3M	—	ADD 13%
45	INDEPENDENT FINANCIAL GROUP, LLC	37,30437,304	$3M	—	TRIM -18%
46	TABLEAUX LLC	36,97536,975	$3M	—	ADD 53%
47	Cambridge Investment Research Advisors, Inc.	32,47432,474	$3M	—	ADD 8%
48	Symphony Financial Services, Inc.	31,83131,831	$3M	—	ADD 38%
49	N.E.W. Advisory Services LLC	31,28131,281	$2M	—	NEW
50	SUSQUEHANNA INTERNATIONAL GROUP, LLP	28,50428,504	$2M	—	ADD 390%
51	Mariner, LLC	28,29628,296	$2M	—	ADD 25%
52	&PARTNERS	28,28128,281	$2M	—	ADD 4%
53	MBL Wealth, LLC	26,06726,067	$2M	—	TRIM -18%
54	Janney Montgomery Scott LLC	25,85225,852	$2M	—	ADD 71%
55	CHOREO, LLC	24,74224,742	$2M	—	ADD 42%
56	Private Wealth Partners, LLC	23,90523,905	$2M	—	TRIM -2%
57	HighTower Advisors, LLC	23,59423,594	$2M	—	ADD 4%
58	SILVERCREST ASSET MANAGEMENT GROUP LLC	22,48722,487	$2M	—	—
59	SILVER OAK SECURITIES, INCORPORATED	22,42822,428	$2M	—	ADD 31%
60	BLVD Private Wealth, LLC	21,93921,939	$2M	—	ADD 10%
61	Base Wealth Management LLC	21,60621,606	$2M	—	ADD 14%
62	Triumph Capital Management	21,25221,252	$2M	—	ADD 7%
63	Ulland Investment Advisors, LLC	20,84920,849	$2M	—	TRIM -6%
64	CITADEL ADVISORS LLC	20,61920,619	$2M	—	NEW
65	Private Advisor Group, LLC	19,09919,099	$2M	—	—
66	FIFTH THIRD BANCORP	18,50418,504	$1M	—	ADD 9%
67	Vienna Asset Management LLC	17,84517,845	$1M	—	TRIM -48%
68	Kingsview Wealth Management, LLC	16,25616,256	$1M	—	—
69	Qube Research & Technologies Ltd	15,28815,288	$1M	—	TRIM -44%
70	Macro Advisors, Inc.	14,68514,685	$1M	—	NEW
71	ATTICUS WEALTH MANAGEMENT, LLC	14,39014,390	$1M	—	ADD 58%
72	Arkadios Wealth Advisors	13,27913,279	$1M	—	NEW
73	GENESIS PRIVATE WEALTH, LLC	13,05913,059	$1M	—	ADD 35%
74	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	12,61812,618	$1M	—	—
75	Ankerstar Wealth, LLC	12,74112,741	$1M	—	TRIM -12%
76	Wagner Wealth Management, LLC	12,20412,204	$970,706	—	ADD 8%
77	Beacon Pointe Advisors, LLC	11,69411,694	$930,141	—	NEW
78	Archford Capital Strategies, LLC	11,51111,511	$915,585	—	—
79	STIFEL FINANCIAL CORP	10,80410,804	$859,351	—	ADD 10%
80	CreativeOne Wealth, LLC	10,06910,069	$800,888	—	ADD 89%
81	Tower Research Capital LLC (TRC)	9,2259,225	$733,756	—	NEW
82	IHT Wealth Management, LLC	8,6398,639	$687,146	—	—
83	MCDONALD PARTNERS LLC	8,5638,563	$681,101	—	NEW
84	Stelac Advisory Services LLC	7,9907,990	$635,525	—	—
85	TRUIST FINANCIAL CORP	7,9127,912	$629,320	—	TRIM -22%
86	D. E. Shaw & Co., Inc.	7,8547,854	$624,707	—	TRIM -41%
87	Ignite Planners, LLC	7,7397,739	$616,515	—	ADD 4%
88	Cooper Financial Group	7,6017,601	$604,584	—	ADD 3%
89	Peck Wealth Management, LLC	7,4607,460	$593,368	—	TRIM -12%
90	Creative Planning	7,2847,284	$579,369	—	ADD 81%
91	MATTERN CAPITAL MANAGEMENT, LLC	7,1687,168	$570,143	—	ADD 52%
92	Quantinno Capital Management LP	7,0267,026	$558,848	—	—
93	55 North Private Wealth, LLC	6,6856,685	$531,725	—	—
94	Focus Partners Wealth	6,4886,488	$516,056	—	NEW
95	Family Manage LLC	6,4806,480	$515,419	—	—
96	IFP Advisors, Inc	6,0536,053	$481,456	—	ADD 14%
97	Mountain Capital Investment Advisors Inc.	4,9654,965	$469,676	—	ADD 5%
98	NewEdge Advisors, LLC	26,87226,872	$448,511	—	ADD 10%
99	Avidian Wealth Enterprises, LLC	4,9894,989	$396,809	—	—
100	PRINCIPAL FINANCIAL GROUP INC	4,9544,954	$394,041	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 104 bought / 59 sold · net +1,150,771 shares · 3.3d of ADV

Bought104 filers

Shares: 1,726,830
Value: $137M
Opened: 26 · 684,062 sh
Days of ADV: 5.0d

Sold59 filers

Shares: 576,059
Value: $46M
Closed: 21 · 259,850 sh
Days of ADV: 1.7d

Net (all filers) +1,150,771 sh · $92M · 10.0% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

JPMORGAN CHASE & CO

4.2M

4.5M

3.7M

7.8M

4.6M

4.7M

$357M

WELLS FARGO & COMPANY/MN

88K

259K

485K

702K

776K

815K

$65M

LPL Financial LLC

141K

241K

294K

368K

538K

539K

$43M

ROYAL BANK OF CANADA

50K

60K

150K

108K

333K

434K

$35M

Independent Advisor Alliance

—

430K

$34M

Hughes Financial Services, LLC

—

125

542K

543K

366K

380K

$30M

Composition Wealth, LLC

265K

246K

348K

352K

361K

367K

$29M

VESTOR CAPITAL, LLC

—

496K

361K

$29M

UBS Group AG

67K

364K

434K

451K

439K

358K

$28M

RAYMOND JAMES FINANCIAL INC

95K

118K

194K

231K

219K

$17M

Kestra Advisory Services, LLC

14K

150K

178K

188K

199K

215K

$17M

ENVESTNET ASSET MANAGEMENT INC

34K

42K

47K

121K

141K

166K

$13M

Vertex Planning Partners, LLC

133K

139K

143K

149K

151K

157K

$13M

Tradition Wealth Management, LLC

106K

124K

127K

132K

140K

147K

$12M

SilverOak Wealth Management LLC

76K

107K

124K

125K

128K

131K

$10M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	169	12,665,370	—	$995M
2025-Q4	164	11,514,599	—	$1.0B
2025-Q3	121	14,087,073	—	$1.3B
2025-Q2	109	8,216,529	—	$694M
2025-Q1	99	7,537,111	—	$507M
2024-Q4	69	6,132,087	—	$464M
2024-Q3	51	9,116,268	—	$626M
2024-Q2	45	8,387,621

Short interest has its own tab now — open SI →

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13F

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Institutional ownership· 13F filers holding JTEK · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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Institutional ownership· 13F filers holding JTEK · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

JTEK