BWM
JTEK icon

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

Base 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
Q2 		$2.23M Sell
20,016
-1,590
-7% -$158K 1.04% 21
2026
Q1 		$1.72M Buy
21,606
+2,726
+14% +$234K 0.96% 21
2025
Q4 		$1.7M Buy
+18,880
New +$1.73M 0.92% 22

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
SWM
SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return

Base Wealth Management's JTEK Position: Q2 2026 in Review

Base Wealth Management reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 7.4% in Q2 2026, selling an estimated $158K and leaving 20,016 shares worth $2.23M. The position accounts for 1.04% of the portfolio, ranked #21.

Base Wealth Management first reported a position in JTEK in Q4 2025 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

  • Base Wealth Management held 20,016 shares of JPMorgan US Tech Leaders ETF worth $2.23M as of Q2 2026.
  • Base Wealth Management sold 1,590 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $158K.
  • JPMorgan US Tech Leaders ETF made up 1.04% of Base Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Base Wealth Management first reported a position in JPMorgan US Tech Leaders ETF in Q4 2025 and has held it in 3 quarters since.
  • 137 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.