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Fermata Advisors’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Fermata Advisors’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
Q3 		$378K Sell
3,591
-240
-6% -$24.2K 0.07% 183
2026
Q2 		$427K Hold
3,831
– – 0.09% 166
2026
Q1 		$305K Buy
+3,831
New +$328K 0.07% 187

Other funds holding JTEK

FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Fermata Advisors's JTEK Position: Q3 2026 in Review

Fermata Advisors reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 6.3% in Q3 2026, selling an estimated $24.2K and leaving 3,591 shares worth $378K. The position accounts for 0.07% of the portfolio, ranked #183.

Fermata Advisors first reported a position in JTEK in Q1 2026 and has held it in 3 quarters since. The position peaked at $427K in Q2 2026. 23 funds tracked by Wall St. Rank hold JTEK as of Q3 2026.

  • Fermata Advisors held 3,591 shares of JPMorgan US Tech Leaders ETF worth $378K as of Q3 2026.
  • Fermata Advisors sold 240 JPMorgan US Tech Leaders ETF shares in Q3 2026, an estimated $24.2K.
  • JPMorgan US Tech Leaders ETF made up 0.07% of Fermata Advisors's portfolio in Q3 2026, its #183 holding.
  • Fermata Advisors first reported a position in JPMorgan US Tech Leaders ETF in Q1 2026 and has held it in 3 quarters since.
  • Fermata Advisors's JPMorgan US Tech Leaders ETF position peaked at $427K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.