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

Family Management’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	$723K	Hold	6,480	–	–	0.07%	145
2026 Q1	$515K	Hold	6,480	–	–	0.06%	154
2025 Q4	$584K	Hold	6,480	–	–	0.07%	125
2025 Q3	$596K	Hold	6,480	–	–	0.08%	118
2025 Q2	$547K	Buy	6,480 +770	+13%	+$56.6K	0.08%	121
2025 Q1	$384K	Buy	5,710 +710	+14%	+$54.6K	0.06%	129
2024 Q4	$378K	Hold	5,000	–	–	0.06%	125
2024 Q3	$343K	Buy	+5,000	New	+$331K	0.06%	131

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

Family Management's JTEK Position: Q2 2026 in Review

Family Management held its JPMorgan US Tech Leaders ETF (JTEK) position steady in Q2 2026 at 6,480 shares worth $723K. The position accounts for 0.07% of the portfolio, ranked #145.

Family Management first reported a position in JTEK in Q3 2024 and has held it in 8 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Family Management held 6,480 shares of JPMorgan US Tech Leaders ETF worth $723K as of Q2 2026.
Family Management left its JPMorgan US Tech Leaders ETF share count unchanged in Q2 2026.
JPMorgan US Tech Leaders ETF made up 0.07% of Family Management's portfolio in Q2 2026, its #145 holding.
Family Management first reported a position in JPMorgan US Tech Leaders ETF in Q3 2024 and has held it in 8 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.