Cooper Financial Group’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Cooper Financial Group’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 Q3	$714K	Sell	6,787 -317	-4%	-$31.9K	0.06%	211
2026 Q2	$792K	Sell	7,104 -497	-7%	-$49.3K	0.07%	198
2026 Q1	$605K	Buy	7,601 +225	+3%	+$19.3K	0.06%	231
2025 Q4	$664K	Buy	7,376 +526	+8%	+$48.3K	0.07%	198
2025 Q3	$630K	Buy	6,850 +1,399	+26%	+$121K	0.07%	202
2025 Q2	$460K	Buy	5,451 +50	+0.9%	+$3.67K	0.05%	247
2025 Q1	$363K	Buy	5,401 +1,151	+27%	+$88.4K	0.05%	286
2024 Q4	$322K	Buy	+4,250	New	+$315K	0.04%	299

Other funds holding JTEK

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

BPW

BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Cooper Financial Group's JTEK Position: Q3 2026 in Review

Cooper Financial Group reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 4.5% in Q3 2026, selling an estimated $31.9K and leaving 6,787 shares worth $714K. The position accounts for 0.06% of the portfolio, ranked #211.

Cooper Financial Group first reported a position in JTEK in Q4 2024 and has held it in 8 quarters since. The position peaked at $792K in Q2 2026. 23 funds tracked by Wall St. Rank hold JTEK as of Q3 2026.

Cooper Financial Group held 6,787 shares of JPMorgan US Tech Leaders ETF worth $714K as of Q3 2026.
Cooper Financial Group sold 317 JPMorgan US Tech Leaders ETF shares in Q3 2026, an estimated $31.9K.
JPMorgan US Tech Leaders ETF made up 0.06% of Cooper Financial Group's portfolio in Q3 2026, its #211 holding.
Cooper Financial Group first reported a position in JPMorgan US Tech Leaders ETF in Q4 2024 and has held it in 8 quarters since.
Cooper Financial Group's JPMorgan US Tech Leaders ETF position peaked at $792K in Q2 2026.
23 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.