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Capital Investment Advisory Services’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Capital Investment Advisory Services’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 		$69.5K Sell
623
-178
-22% -$17.6K ﹤0.01% 879
2026
Q1 		$63.7K Buy
801
+88
+12% +$7.54K ﹤0.01% 816
2025
Q4 		$64.2K Buy
+713
New +$65.5K ﹤0.01% 780

Other funds holding JTEK

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
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
SWM
SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Capital Investment Advisory Services's JTEK Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 22% in Q2 2026, selling an estimated $17.6K and leaving 623 shares worth $69.5K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Capital Investment Advisory Services first reported a position in JTEK in Q4 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

  • Capital Investment Advisory Services held 623 shares of JPMorgan US Tech Leaders ETF worth $69.5K as of Q2 2026.
  • Capital Investment Advisory Services sold 178 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $17.6K.
  • JPMorgan US Tech Leaders ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #879 holding.
  • Capital Investment Advisory Services first reported a position in JPMorgan US Tech Leaders ETF in Q4 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.