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

Circle 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	$4.92M	Buy	44,109 +1,738	+4%	+$172K	0.06%	59
2026 Q1	$3.37M	Buy	42,371 +16,464	+64%	+$1.41M	0.05%	61
2025 Q4	$2.33M	Buy	25,907 +12,571	+94%	+$1.15M	0.04%	76
2025 Q3	$1.23M	Buy	13,336 +6,276	+89%	+$542K	0.02%	108
2025 Q2	$596K	Hold	7,060	–	–	0.01%	155
2025 Q1	$474K	Hold	7,060	–	–	0.01%	165
2024 Q4	$534K	Hold	7,060	–	–	0.01%	165
2024 Q3	$485K	Buy	7,060 +3,000	+74%	+$199K	0.01%	174
2024 Q2	$281K	Buy	+4,060	New	+$265K	0.01%	200

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

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

Circle Wealth Management increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 4.1% in Q2 2026, buying an estimated $172K and bringing the position to 44,109 shares worth $4.92M. The position accounts for 0.06% of the portfolio, ranked #59.

Circle Wealth Management first reported a position in JTEK in Q2 2024 and has held it in 9 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Circle Wealth Management held 44,109 shares of JPMorgan US Tech Leaders ETF worth $4.92M as of Q2 2026.
Circle Wealth Management bought 1,738 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $172K.
JPMorgan US Tech Leaders ETF made up 0.06% of Circle Wealth Management's portfolio in Q2 2026, its #59 holding.
Circle Wealth Management first reported a position in JPMorgan US Tech Leaders ETF in Q2 2024 and has held it in 9 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.