Freedom Financial Partners’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Freedom Financial Partners’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	$12.6M	Buy	113,072 +5,841	+5%	+$579K	4.11%	8
2026 Q1	$8.53M	Buy	107,231 +14,447	+16%	+$1.24M	3.04%	13
2025 Q4	$8.36M	Buy	92,784 +16,200	+21%	+$1.49M	3.04%	13
2025 Q3	$7.04M	Buy	76,584 +35,033	+84%	+$3.03M	2.68%	14
2025 Q2	$3.51M	Buy	41,551 +3,365	+9%	+$247K	1.48%	19
2025 Q1	$2.57M	Buy	38,186 +12,963	+51%	+$996K	1.19%	21
2024 Q4	$1.91M	Buy	+25,223	New	+$1.87M	0.92%	21

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

Freedom Financial Partners's JTEK Position: Q2 2026 in Review

Freedom Financial Partners increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 5.4% in Q2 2026, buying an estimated $579K and bringing the position to 113,072 shares worth $12.6M. The position accounts for 4.11% of the portfolio, ranked #8.

Freedom Financial Partners first reported a position in JTEK in Q4 2024 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Freedom Financial Partners held 113,072 shares of JPMorgan US Tech Leaders ETF worth $12.6M as of Q2 2026.
Freedom Financial Partners bought 5,841 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $579K.
JPMorgan US Tech Leaders ETF made up 4.11% of Freedom Financial Partners's portfolio in Q2 2026, its #8 holding.
Freedom Financial Partners first reported a position in JPMorgan US Tech Leaders ETF in Q4 2024 and has held it in 7 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.