Foundry Financial Group’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Foundry Financial Group’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	$9.58M	Sell	85,879 -7,345	-8%	-$728K	4.14%	8
2026 Q1	$7.42M	Sell	93,224 -3,485	-4%	-$299K	3.68%	11
2025 Q4	$8.71M	Buy	96,709 +2,237	+2%	+$205K	4.36%	8
2025 Q3	$8.69M	Sell	94,472 -2,821	-3%	-$244K	4.56%	8
2025 Q2	$8.22M	Sell	97,293 -13	-0%	-$955	4.68%	7
2025 Q1	$6.54M	Buy	97,306 +3,170	+3%	+$244K	4.03%	8
2024 Q4	$7.12M	Sell	94,136 -4,264	-4%	-$316K	4.41%	6
2024 Q3	$6.76M	Buy	98,400 +4,417	+5%	+$293K	4.22%	8
2024 Q2	$6.51M	Buy	+93,983	New	+$6.13M	4.48%	8

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

Foundry Financial Group's JTEK Position: Q2 2026 in Review

Foundry Financial Group reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 7.9% in Q2 2026, selling an estimated $728K and leaving 85,879 shares worth $9.58M. The position accounts for 4.14% of the portfolio, ranked #8.

Foundry Financial Group first reported a position in JTEK in Q2 2024 and has held it in 9 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Foundry Financial Group held 85,879 shares of JPMorgan US Tech Leaders ETF worth $9.58M as of Q2 2026.
Foundry Financial Group sold 7,345 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $728K.
JPMorgan US Tech Leaders ETF made up 4.14% of Foundry Financial Group's portfolio in Q2 2026, its #8 holding.
Foundry Financial Group first reported a position in JPMorgan US Tech Leaders ETF in Q2 2024 and has held it in 9 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.