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

Atticus 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 Q3	$1.62M	Sell	15,399 -4,334	-22%	-$437K	0.36%	46
2026 Q2	$2.2M	Buy	19,733 +5,343	+37%	+$530K	0.52%	37
2026 Q1	$1.14M	Buy	14,390 +5,307	+58%	+$455K	0.31%	54
2025 Q4	$818K	Buy	9,083 +1,583	+21%	+$145K	0.2%	75
2025 Q3	$690K	Buy	7,500 +7,315	+3,954%	+$632K	0.17%	81
2025 Q2	$15.6K	Buy	+185	New	+$13.6K	﹤0.01%	440

Other funds holding JTEK

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

OBWA

Oak Barrel Wealth Advisory Reston, Virginia $232M AUM

EFL

ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return

Foundry Financial Group Laconia, New Hampshire $241M AUM 15.48% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Atticus Wealth Management's JTEK Position: Q3 2026 in Review

Atticus Wealth Management reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 22% in Q3 2026, selling an estimated $437K and leaving 15,399 shares worth $1.62M. The position accounts for 0.36% of the portfolio, ranked #46.

Atticus Wealth Management first reported a position in JTEK in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.2M in Q2 2026. 101 funds tracked by Wall St. Rank hold JTEK as of Q3 2026.

Atticus Wealth Management held 15,399 shares of JPMorgan US Tech Leaders ETF worth $1.62M as of Q3 2026.
Atticus Wealth Management sold 4,334 JPMorgan US Tech Leaders ETF shares in Q3 2026, an estimated $437K.
JPMorgan US Tech Leaders ETF made up 0.36% of Atticus Wealth Management's portfolio in Q3 2026, its #46 holding.
Atticus Wealth Management first reported a position in JPMorgan US Tech Leaders ETF in Q2 2025 and has held it in 6 quarters since.
Atticus Wealth Management's JPMorgan US Tech Leaders ETF position peaked at $2.2M in Q2 2026.
101 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.