Allworth Financial’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Allworth Financial’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	$44.5K	Hold	399	–	–	﹤0.01%	2598
2026 Q1	$31.7K	Buy	399 +219	+122%	+$18.8K	﹤0.01%	2660
2025 Q4	$16.2K	Buy	180 +38	+27%	+$3.49K	﹤0.01%	2945
2025 Q3	$13.1K	Hold	142	–	–	﹤0.01%	2977
2025 Q2	$12K	Hold	142	–	–	﹤0.01%	2808
2025 Q1	$9.74K	Hold	142	–	–	﹤0.01%	2440
2024 Q4	$11.7K	Buy	+142	New	+$10.5K	﹤0.01%	2373

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

Allworth Financial's JTEK Position: Q2 2026 in Review

Allworth Financial held its JPMorgan US Tech Leaders ETF (JTEK) position steady in Q2 2026 at 399 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2598.

Allworth Financial first reported a position in JTEK in Q4 2024 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Allworth Financial held 399 shares of JPMorgan US Tech Leaders ETF worth $44.5K as of Q2 2026.
Allworth Financial left its JPMorgan US Tech Leaders ETF share count unchanged in Q2 2026.
JPMorgan US Tech Leaders ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2598 holding.
Allworth Financial first reported a position in JPMorgan US Tech Leaders ETF in Q4 2024 and has held it in 7 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.