Concurrent Investment Advisors’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Concurrent Investment Advisors’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	$483K	Sell	4,327 -172	-4%	-$17.1K	﹤0.01%	1426
2026 Q1	$358K	Sell	4,499 -150	-3%	-$12.9K	﹤0.01%	1390
2025 Q4	$419K	Buy	4,649 +11	+0.2%	+$1.01K	﹤0.01%	1231
2025 Q3	$427K	Buy	4,638 +55	+1%	+$4.75K	0.01%	984
2025 Q2	$387K	Buy	+4,583	New	+$337K	0.01%	953

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

Concurrent Investment Advisors's JTEK Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 3.8% in Q2 2026, selling an estimated $17.1K and leaving 4,327 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Concurrent Investment Advisors first reported a position in JTEK in Q2 2025 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Concurrent Investment Advisors held 4,327 shares of JPMorgan US Tech Leaders ETF worth $483K as of Q2 2026.
Concurrent Investment Advisors sold 172 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $17.1K.
JPMorgan US Tech Leaders ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1426 holding.
Concurrent Investment Advisors first reported a position in JPMorgan US Tech Leaders ETF in Q2 2025 and has held it in 5 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.