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ERn Financial LLC’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

ERn Financial LLC’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 		$13.4M Buy
120,322
+1,335
+1% +$132K 2.22% 9
2026
Q1 		$9.46M Buy
118,987
+45,010
+61% +$3.86M 1.78% 16
2025
Q4 		$6.66M Buy
+73,977
New +$6.79M 1.25% 29

Other funds holding JTEK

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
SWM
SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM

ERn Financial LLC's JTEK Position: Q2 2026 in Review

ERn Financial LLC increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 1.1% in Q2 2026, buying an estimated $132K and bringing the position to 120,322 shares worth $13.4M. The position accounts for 2.22% of the portfolio, ranked #9.

ERn Financial LLC first reported a position in JTEK in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

  • ERn Financial LLC held 120,322 shares of JPMorgan US Tech Leaders ETF worth $13.4M as of Q2 2026.
  • ERn Financial LLC bought 1,335 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $132K.
  • JPMorgan US Tech Leaders ETF made up 2.22% of ERn Financial LLC's portfolio in Q2 2026, its #9 holding.
  • ERn Financial LLC first reported a position in JPMorgan US Tech Leaders ETF in Q4 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.