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 Q2	$25M	Buy	223,976 +8,584	+4%	+$851K	0.08%	259
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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kestra Advisory Services's JTEK Position: Q2 2026 in Review

Kestra Advisory Services increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 4% in Q2 2026, buying an estimated $851K and bringing the position to 223,976 shares worth $25M. The position accounts for 0.08% of the portfolio, ranked #259.

Kestra Advisory Services first reported a position in JTEK in Q2 2024 and has held it in 9 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Kestra Advisory Services held 223,976 shares of JPMorgan US Tech Leaders ETF worth $25M as of Q2 2026.
Kestra Advisory Services bought 8,584 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $851K.
JPMorgan US Tech Leaders ETF made up 0.08% of Kestra Advisory Services's portfolio in Q2 2026, its #259 holding.
Kestra Advisory Services first reported a position in JPMorgan US Tech Leaders ETF in Q2 2024 and has held it in 9 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.