CVA Family Office’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

CVA Family Office’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	$7.15M	Sell	64,115 -2,345	-4%	-$233K	0.65%	36
2026 Q1	$5.29M	Buy	66,460 +174	+0.3%	+$14.9K	0.56%	39
2025 Q4	$5.97M	Buy	66,286 +39,370	+146%	+$3.61M	0.69%	38
2025 Q3	$2.48M	Buy	26,916 +1,741	+7%	+$150K	0.32%	58
2025 Q2	$2.13M	Buy	25,175 +3,162	+14%	+$232K	0.3%	62
2025 Q1	$1.48M	Buy	22,013 +12,121	+123%	+$931K	0.23%	76
2024 Q4	$749K	Buy	+9,892	New	+$734K	0.12%	116

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

CVA Family Office's JTEK Position: Q2 2026 in Review

CVA Family Office reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 3.5% in Q2 2026, selling an estimated $233K and leaving 64,115 shares worth $7.15M. The position accounts for 0.65% of the portfolio, ranked #36.

CVA Family Office 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.

CVA Family Office held 64,115 shares of JPMorgan US Tech Leaders ETF worth $7.15M as of Q2 2026.
CVA Family Office sold 2,345 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $233K.
JPMorgan US Tech Leaders ETF made up 0.65% of CVA Family Office's portfolio in Q2 2026, its #36 holding.
CVA Family Office 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 CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.