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

Cherry Tree 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 		$1.23K Hold
11
– – ﹤0.01% 539
2026
Q1 		$875 Hold
11
– – ﹤0.01% 542
2025
Q4 		$991 Buy
+11
New +$1.01K ﹤0.01% 540

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Miracle Mile Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cherry Tree Wealth Management's JTEK Position: Q2 2026 in Review

Cherry Tree Wealth Management held its JPMorgan US Tech Leaders ETF (JTEK) position steady in Q2 2026 at 11 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Cherry Tree Wealth Management first reported a position in JTEK in Q4 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

  • Cherry Tree Wealth Management held 11 shares of JPMorgan US Tech Leaders ETF worth $1.23K as of Q2 2026.
  • Cherry Tree Wealth Management left its JPMorgan US Tech Leaders ETF share count unchanged in Q2 2026.
  • JPMorgan US Tech Leaders ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #539 holding.
  • Cherry Tree Wealth Management first reported a position in JPMorgan US Tech Leaders ETF in Q4 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.