KAS
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Kestra Advisory Services’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Kestra Advisory Services’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 		$17.1M Buy
215,392
+16,428
+8% +$1.41M 0.06% 300
2025
Q4 		$17.9M Buy
198,964
+10,551
+6% +$969K 0.07% 271
2025
Q3 		$17.3M Buy
188,413
+10,558
+6% +$912K 0.08% 256
2025
Q2 		$15M Buy
177,855
+27,501
+18% +$2.02M 0.07% 271
2025
Q1 		$10.1M Buy
150,354
+136,801
+1,009% +$10.5M 0.05% 344
2024
Q4 		$1.03M Buy
13,553
+5,498
+68% +$408K 0.01% 1406
2024
Q3 		$553K Buy
8,055
+2,547
+46% +$169K ﹤0.01% 1708
2024
Q2 		$381K Buy
+5,508
New +$359K ﹤0.01% 1965

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $651M AUM 15.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
VC
Vestor Capital Chicago, Illinois $1.38B AUM 39.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return