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

Evolve Private 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	-3,973	Closed	-$316K	–	1132
2026 Q1	$316K	Hold	3,973	–	–	0.02%	763
2025 Q4	$358K	Buy	+3,973	New	+$365K	0.02%	661

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

Evolve Private Wealth's JTEK Position: Q2 2026 in Review

Evolve Private Wealth sold out of JPMorgan US Tech Leaders ETF (JTEK) in Q2 2026, closing a stake of 3,973 shares — an estimated $316K sold.

Evolve Private Wealth first reported a position in JTEK in Q4 2025 and held it in 2 quarters. The position peaked at $358K in Q4 2025. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Evolve Private Wealth reported no remaining JPMorgan US Tech Leaders ETF position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 3,973 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $316K.
Evolve Private Wealth first reported a position in JPMorgan US Tech Leaders ETF in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's JPMorgan US Tech Leaders ETF position peaked at $358K in Q4 2025.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.