Jones Financial Companies
JTEK icon

Jones Financial Companies’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Jones Financial Companies’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
Q1 		$7.45M Buy
96,619
+27,796
+40% +$2.38M ﹤0.01% 930
2025
Q4 		$6.2M Buy
68,823
+39,352
+134% +$3.61M ﹤0.01% 579
2025
Q3 		$2.68M Buy
29,471
+19,861
+207% +$1.72M ﹤0.01% 772
2025
Q2 		$802K Buy
9,610
+7,243
+306% +$532K ﹤0.01% 1095
2025
Q1 		$161K Buy
+2,367
New +$182K ﹤0.01% 1577

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
VC
Vestor Capital Chicago, Illinois $1.59M AUM 51.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies's JTEK Position: Q1 2026 in Review

Jones Financial Companies increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 40% in Q1 2026, buying an estimated $2.38M and bringing the position to 96,619 shares worth $7.45M. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Jones Financial Companies first reported a position in JTEK in Q1 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold JTEK as of Q1 2026.

  • Jones Financial Companies held 96,619 shares of JPMorgan US Tech Leaders ETF worth $7.45M as of Q1 2026.
  • Jones Financial Companies bought 27,796 JPMorgan US Tech Leaders ETF shares in Q1 2026, an estimated $2.38M.
  • JPMorgan US Tech Leaders ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #930 holding.
  • Jones Financial Companies first reported a position in JPMorgan US Tech Leaders ETF in Q1 2025 and has held it in 5 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.