Ascent Group’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Ascent Group’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	$278K	Sell	2,490 -497	-17%	-$49.3K	0.01%	686
2026 Q1	$238K	Buy	2,987 +601	+25%	+$51.5K	0.01%	687
2025 Q4	$215K	Buy	+2,386	New	+$219K	0.01%	703

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

Ascent Group's JTEK Position: Q2 2026 in Review

Ascent Group reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 17% in Q2 2026, selling an estimated $49.3K and leaving 2,490 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #686.

Ascent Group first reported a position in JTEK in Q4 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Ascent Group held 2,490 shares of JPMorgan US Tech Leaders ETF worth $278K as of Q2 2026.
Ascent Group sold 497 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $49.3K.
JPMorgan US Tech Leaders ETF made up 0.01% of Ascent Group's portfolio in Q2 2026, its #686 holding.
Ascent Group first reported a position in JPMorgan US Tech Leaders ETF in Q4 2025 and has held it in 3 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.