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

Beacon Pointe 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 Q2	$1.36M	Buy	12,231 +537	+5%	+$53.2K	0.01%	908
2026 Q1	$930K	Buy	+11,694	New	+$1M	﹤0.01%	1027
2025 Q3	–	Sell	-11,030	Closed	-$932K	–	1465
2025 Q2	$932K	Sell	11,030 -50	-0.5%	-$3.67K	0.01%	690
2025 Q1	$744K	Buy	11,080 +13	+0.1%	+$999	0.01%	718
2024 Q4	$837K	Buy	11,067 +67	+0.6%	+$4.97K	0.01%	690
2024 Q3	$755K	Buy	+11,000	New	+$729K	0.01%	711

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

Beacon Pointe Advisors's JTEK Position: Q2 2026 in Review

Beacon Pointe Advisors increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 4.6% in Q2 2026, buying an estimated $53.2K and bringing the position to 12,231 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #908.

Beacon Pointe Advisors first reported a position in JTEK in Q3 2024 and has held it in 6 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Beacon Pointe Advisors held 12,231 shares of JPMorgan US Tech Leaders ETF worth $1.36M as of Q2 2026.
Beacon Pointe Advisors bought 537 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $53.2K.
JPMorgan US Tech Leaders ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #908 holding.
Beacon Pointe Advisors first reported a position in JPMorgan US Tech Leaders ETF in Q3 2024 and has held it in 6 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.