Independent Financial Group
JTEK icon

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
Q3 		$2.97M Sell
28,266
-2,258
-7% -$227K 0.05% 351
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

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
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
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Independent Financial Group's JTEK Position: Q3 2026 in Review

Independent Financial Group reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 7.4% in Q3 2026, selling an estimated $227K and leaving 28,266 shares worth $2.97M. The position accounts for 0.05% of the portfolio, ranked #351.

Independent Financial Group first reported a position in JTEK in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.38M in Q3 2025. 23 funds tracked by Wall St. Rank hold JTEK as of Q3 2026.

  • Independent Financial Group held 28,266 shares of JPMorgan US Tech Leaders ETF worth $2.97M as of Q3 2026.
  • Independent Financial Group sold 2,258 JPMorgan US Tech Leaders ETF shares in Q3 2026, an estimated $227K.
  • JPMorgan US Tech Leaders ETF made up 0.05% of Independent Financial Group's portfolio in Q3 2026, its #351 holding.
  • Independent Financial Group first reported a position in JPMorgan US Tech Leaders ETF in Q1 2024 and has held it in 11 quarters since.
  • Independent Financial Group's JPMorgan US Tech Leaders ETF position peaked at $4.38M in Q3 2025.
  • 23 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.