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 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

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

Cooper Financial Group's JTEK Position: Q2 2026 in Review

Cooper Financial Group reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 6.5% in Q2 2026, selling an estimated $49.3K and leaving 7,104 shares worth $792K. The position accounts for 0.07% of the portfolio, ranked #198.

Cooper Financial Group 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.

Cooper Financial Group held 7,104 shares of JPMorgan US Tech Leaders ETF worth $792K as of Q2 2026.
Cooper Financial Group sold 497 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $49.3K.
JPMorgan US Tech Leaders ETF made up 0.07% of Cooper Financial Group's portfolio in Q2 2026, its #198 holding.
Cooper Financial Group 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 Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.