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 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

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.