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

Independent 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	$3.41M	Sell	30,524 -6,780	-18%	-$672K	0.06%	320
2026 Q1	$2.97M	Sell	37,304 -7,942	-18%	-$681K	0.07%	303
2025 Q4	$4.08M	Sell	45,246 -2,325	-5%	-$213K	0.09%	207
2025 Q3	$4.38M	Buy	47,571 +26,645	+127%	+$2.3M	0.11%	183
2025 Q2	$1.77M	Buy	20,926 +8,837	+73%	+$650K	0.05%	379
2025 Q1	$812K	Buy	12,089 +5,465	+83%	+$420K	0.03%	541
2024 Q4	$501K	Buy	6,624 +52	+0.8%	+$3.86K	0.02%	687
2024 Q3	$451K	Buy	6,572 +124	+2%	+$8.22K	0.02%	697
2024 Q2	$447K	Buy	6,448 +1,729	+37%	+$113K	0.02%	652
2024 Q1	$312K	Buy	+4,719	New	+$299K	0.01%	760

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

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

Independent Financial Group reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 18% in Q2 2026, selling an estimated $672K and leaving 30,524 shares worth $3.41M. The position accounts for 0.06% of the portfolio, ranked #320.

Independent Financial Group first reported a position in JTEK in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.38M in Q3 2025. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Independent Financial Group held 30,524 shares of JPMorgan US Tech Leaders ETF worth $3.41M as of Q2 2026.
Independent Financial Group sold 6,780 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $672K.
JPMorgan US Tech Leaders ETF made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #320 holding.
Independent Financial Group first reported a position in JPMorgan US Tech Leaders ETF in Q1 2024 and has held it in 10 quarters since.
Independent Financial Group's JPMorgan US Tech Leaders ETF position peaked at $4.38M in Q3 2025.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.