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

Krilogy Financial’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	$3.89M	Buy	36,765 +2,264	+7%	+$228K	0.11%	152
2026 Q2	$3.85M	Buy	34,501 +1,510	+5%	+$150K	0.11%	151
2026 Q1	$2.98M	Buy	32,991 +3,873	+13%	+$332K	0.1%	171
2025 Q4	$2.63M	Buy	29,118 +3,194	+12%	+$293K	0.09%	181
2025 Q3	$2.46M	Buy	25,924 +6,692	+35%	+$578K	0.09%	174
2025 Q2	$1.62M	Buy	19,232 +4,893	+34%	+$360K	0.09%	150
2025 Q1	$963K	Buy	14,339 +4,125	+40%	+$317K	0.06%	170
2024 Q4	$773K	Buy	+10,214	New	+$758K	0.05%	179

Other funds holding JTEK

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 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 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 Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

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

Krilogy Financial's JTEK Position: Q3 2026 in Review

Krilogy Financial increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 6.6% in Q3 2026, buying an estimated $228K and bringing the position to 36,765 shares worth $3.89M. The position accounts for 0.11% of the portfolio, ranked #152.

Krilogy Financial first reported a position in JTEK in Q4 2024 and has held it in 8 quarters since. 23 funds tracked by Wall St. Rank hold JTEK as of Q3 2026.

Krilogy Financial held 36,765 shares of JPMorgan US Tech Leaders ETF worth $3.89M as of Q3 2026.
Krilogy Financial bought 2,264 JPMorgan US Tech Leaders ETF shares in Q3 2026, an estimated $228K.
JPMorgan US Tech Leaders ETF made up 0.11% of Krilogy Financial's portfolio in Q3 2026, its #152 holding.
Krilogy Financial first reported a position in JPMorgan US Tech Leaders ETF in Q4 2024 and has held it in 8 quarters since.
23 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q3 2026.

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