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Independent Advisor Alliance’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Independent Advisor Alliance’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
-430,289
Closed -$34.2M – 1405
2026
Q1 		$34.2M Buy
+430,289
New +$36.9M 0.37% 58

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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

Independent Advisor Alliance's JTEK Position: Q2 2026 in Review

Independent Advisor Alliance sold out of JPMorgan US Tech Leaders ETF (JTEK) in Q2 2026, closing a stake of 430,289 shares — an estimated $34.2M sold.

Independent Advisor Alliance first reported a position in JTEK in Q1 2026 and held it in 1 quarter. The position peaked at $34.2M in Q1 2026. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

  • Independent Advisor Alliance reported no remaining JPMorgan US Tech Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 430,289 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $34.2M.
  • Independent Advisor Alliance first reported a position in JPMorgan US Tech Leaders ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's JPMorgan US Tech Leaders ETF position peaked at $34.2M in Q1 2026.
  • 180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.