CreativeOne Wealth
JTEK icon

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

CreativeOne Wealth’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 		– Sell
-10,069
Closed -$801K – 1245
2026
Q1 		$801K Buy
10,069
+4,734
+89% +$406K 0.02% 656
2025
Q4 		$481K Buy
5,335
+1,185
+29% +$109K 0.01% 802
2025
Q3 		$382K Buy
+4,150
New +$358K 0.01% 862

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Miracle Mile Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CreativeOne Wealth's JTEK Position: Q2 2026 in Review

CreativeOne Wealth sold out of JPMorgan US Tech Leaders ETF (JTEK) in Q2 2026, closing a stake of 10,069 shares — an estimated $801K sold.

CreativeOne Wealth first reported a position in JTEK in Q3 2025 and held it in 3 quarters. The position peaked at $801K in Q1 2026. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

  • CreativeOne Wealth reported no remaining JPMorgan US Tech Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 10,069 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $801K.
  • CreativeOne Wealth first reported a position in JPMorgan US Tech Leaders ETF in Q3 2025 and held it in 3 quarters.
  • CreativeOne Wealth's JPMorgan US Tech Leaders ETF position peaked at $801K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.