Atria Investments
JTEK icon

Atria Investments’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Atria Investments’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
Q3 		$229K Buy
2,180
+118
+6% +$11.9K ﹤0.01% 2015
2026
Q2 		$230K Buy
+2,062
New +$204K ﹤0.01% 1992

Other funds holding JTEK

FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Atria Investments's JTEK Position: Q3 2026 in Review

Atria Investments increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 5.7% in Q3 2026, buying an estimated $11.9K and bringing the position to 2,180 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Atria Investments first reported a position in JTEK in Q2 2026 and has held it in 2 quarters since. The position peaked at $230K in Q2 2026. 23 funds tracked by Wall St. Rank hold JTEK as of Q3 2026.

  • Atria Investments held 2,180 shares of JPMorgan US Tech Leaders ETF worth $229K as of Q3 2026.
  • Atria Investments bought 118 JPMorgan US Tech Leaders ETF shares in Q3 2026, an estimated $11.9K.
  • JPMorgan US Tech Leaders ETF made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #2015 holding.
  • Atria Investments first reported a position in JPMorgan US Tech Leaders ETF in Q2 2026 and has held it in 2 quarters since.
  • Atria Investments's JPMorgan US Tech Leaders ETF position peaked at $230K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.