Avidian Wealth Enterprises’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Avidian Wealth Enterprises’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	$557K	Hold	4,989	–	–	0.02%	452
2026 Q1	$397K	Hold	4,989	–	–	0.01%	485
2025 Q4	$449K	Sell	4,989 -207	-4%	-$19K	0.02%	397
2025 Q3	$478K	Sell	5,196 -46	-0.9%	-$3.97K	0.02%	376
2025 Q2	$443K	Buy	5,242 +414	+9%	+$30.4K	0.02%	361
2025 Q1	$324K	Buy	4,828 +9	+0.2%	+$692	0.01%	396
2024 Q4	$365K	Buy	+4,819	New	+$357K	0.02%	358

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

Avidian Wealth Enterprises's JTEK Position: Q2 2026 in Review

Avidian Wealth Enterprises held its JPMorgan US Tech Leaders ETF (JTEK) position steady in Q2 2026 at 4,989 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #452.

Avidian Wealth Enterprises 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.

Avidian Wealth Enterprises held 4,989 shares of JPMorgan US Tech Leaders ETF worth $557K as of Q2 2026.
Avidian Wealth Enterprises left its JPMorgan US Tech Leaders ETF share count unchanged in Q2 2026.
JPMorgan US Tech Leaders ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #452 holding.
Avidian Wealth Enterprises 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 Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.