Avantax Planning Partners’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Avantax Planning Partners’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	$343K	Buy	+3,073	New	+$305K	0.01%	343

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

Avantax Planning Partners's JTEK Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in JPMorgan US Tech Leaders ETF (JTEK) in Q2 2026: 3,073 shares worth $343K. The stake represents 0.01% of the portfolio and ranks #343 among its holdings.

180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Avantax Planning Partners held 3,073 shares of JPMorgan US Tech Leaders ETF worth $343K as of Q2 2026.
JPMorgan US Tech Leaders ETF was a new Avantax Planning Partners position in Q2 2026.
JPMorgan US Tech Leaders ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #343 holding.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.