Comprehensive Financial Planning’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Comprehensive Financial Planning’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	$236K	Buy	2,114 +266	+14%	+$26.4K	0.13%	114
2026 Q1	$147K	Buy	1,848 +1,367	+284%	+$117K	0.1%	106
2025 Q4	$43.3K	Buy	481 +5	+1%	+$459	0.03%	166
2025 Q3	$43.8K	Buy	476 +235	+98%	+$20.3K	0.03%	172
2025 Q2	$20.4K	Hold	241	–	–	0.02%	195
2025 Q1	$16.2K	Buy	241 +120	+99%	+$9.22K	0.02%	191
2024 Q4	$9.16K	Buy	+121	New	+$8.97K	0.01%	250

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

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

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Comprehensive Financial Planning's JTEK Position: Q2 2026 in Review

Comprehensive Financial Planning increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 14% in Q2 2026, buying an estimated $26.4K and bringing the position to 2,114 shares worth $236K. The position accounts for 0.13% of the portfolio, ranked #114.

Comprehensive Financial Planning first reported a position in JTEK in Q4 2024 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Comprehensive Financial Planning held 2,114 shares of JPMorgan US Tech Leaders ETF worth $236K as of Q2 2026.
Comprehensive Financial Planning bought 266 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $26.4K.
JPMorgan US Tech Leaders ETF made up 0.13% of Comprehensive Financial Planning's portfolio in Q2 2026, its #114 holding.
Comprehensive Financial Planning first reported a position in JPMorgan US Tech Leaders ETF in Q4 2024 and has held it in 7 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.