Capital Analysts LLC’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Capital Analysts LLC’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	$15K	Hold	137	–	–	﹤0.01%	1224
2026 Q1	$11K	Hold	137	–	–	﹤0.01%	1244
2025 Q4	$12K	Hold	137	–	–	﹤0.01%	1213
2025 Q3	$13K	Buy	+137	New	+$11.8K	﹤0.01%	1150
2025 Q2	–	Sell	-452	Closed	-$30K	–	1406
2025 Q1	$30K	Buy	+452	New	+$34.7K	﹤0.01%	898

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

Capital Analysts LLC's JTEK Position: Q2 2026 in Review

Capital Analysts LLC held its JPMorgan US Tech Leaders ETF (JTEK) position steady in Q2 2026 at 137 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Capital Analysts LLC first reported a position in JTEK in Q1 2025 and has held it in 5 quarters since. The position peaked at $30K in Q1 2025. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Capital Analysts LLC held 137 shares of JPMorgan US Tech Leaders ETF worth $15K as of Q2 2026.
Capital Analysts LLC left its JPMorgan US Tech Leaders ETF share count unchanged in Q2 2026.
JPMorgan US Tech Leaders ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1224 holding.
Capital Analysts LLC first reported a position in JPMorgan US Tech Leaders ETF in Q1 2025 and has held it in 5 quarters since.
Capital Analysts LLC's JPMorgan US Tech Leaders ETF position peaked at $30K in Q1 2025.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.