Ballast Advisors’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Ballast Advisors’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 Q1	$2.78K	Buy	+35	New	+$3K	﹤0.01%	359

Other funds holding JTEK

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.38B AUM 39.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ballast Advisors's JTEK Position: Q1 2026 in Review

Ballast Advisors opened a new position in JPMorgan US Tech Leaders ETF (JTEK) in Q1 2026: 35 shares worth $2.78K. The stake represents ﹤0.01% of the portfolio and ranks #359 among its holdings.

169 funds tracked by Wall St. Rank hold JTEK as of Q1 2026.

Ballast Advisors held 35 shares of JPMorgan US Tech Leaders ETF worth $2.78K as of Q1 2026.
JPMorgan US Tech Leaders ETF was a new Ballast Advisors position in Q1 2026.
JPMorgan US Tech Leaders ETF made up ﹤0.01% of Ballast Advisors's portfolio in Q1 2026, its #359 holding.
169 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2026.

Based on Ballast Advisors's 13F filing for Q1 2026, filed 13 May 2026.