AE Wealth Management’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

AE Wealth Management’s Portfolio JTEK Stock Details JTEK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.6K	Sell	113 -9	-7%	-$892	﹤0.01%	2338
2026 Q1	$9.7K	Hold	122	–	–	﹤0.01%	2284
2025 Q4	$11K	Sell	122 -30	-20%	-$2.75K	﹤0.01%	2129
2025 Q3	$14K	Buy	152 +33	+28%	+$2.85K	﹤0.01%	1951
2025 Q2	$10.1K	Buy	119 +41	+53%	+$3.01K	﹤0.01%	1876
2025 Q1	$5.24K	Hold	78	–	–	﹤0.01%	1934
2024 Q4	$5.9K	Buy	+78	New	+$5.79K	﹤0.01%	1905

Other funds holding JTEK

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AE Wealth Management's JTEK Position: Q2 2026 in Review

AE Wealth Management reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 7.4% in Q2 2026, selling an estimated $892 and leaving 113 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2338.

AE Wealth Management first reported a position in JTEK in Q4 2024 and has held it in 7 quarters since. The position peaked at $14K in Q3 2025. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

AE Wealth Management held 113 shares of JPMorgan US Tech Leaders ETF worth $12.6K as of Q2 2026.
AE Wealth Management sold 9 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $892.
JPMorgan US Tech Leaders ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2338 holding.
AE Wealth Management first reported a position in JPMorgan US Tech Leaders ETF in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's JPMorgan US Tech Leaders ETF position peaked at $14K in Q3 2025.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.