LPL Financial
JTEK icon

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

LPL 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
Q2 		$58.7M Sell
525,975
-12,614
-2% -$1.25M 0.01% 931
2026
Q1 		$42.8M Buy
538,589
+320
+0.1% +$27.4K 0.01% 990
2025
Q4 		$48.5M Buy
538,269
+170,110
+46% +$15.6M 0.01% 891
2025
Q3 		$33.9M Buy
368,159
+74,365
+25% +$6.42M 0.01% 1037
2025
Q2 		$24.8M Buy
293,794
+52,877
+22% +$3.89M 0.01% 1117
2025
Q1 		$16.2M Buy
240,917
+100,231
+71% +$7.7M 0.01% 1285
2024
Q4 		$10.6M Buy
140,686
+24,013
+21% +$1.78M ﹤0.01% 1495
2024
Q3 		$8.01M Buy
116,673
+51,578
+79% +$3.42M ﹤0.01% 1635
2024
Q2 		$4.51M Buy
65,095
+58,369
+868% +$3.81M ﹤0.01% 1947
2024
Q1 		$445K Buy
+6,726
New +$426K ﹤0.01% 3883

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's JTEK Position: Q2 2026 in Review

LPL Financial reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 2.3% in Q2 2026, selling an estimated $1.25M and leaving 525,975 shares worth $58.7M. The position accounts for 0.01% of the portfolio, ranked #931.

LPL Financial first reported a position in JTEK in Q1 2024 and has held it in 10 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

  • LPL Financial held 525,975 shares of JPMorgan US Tech Leaders ETF worth $58.7M as of Q2 2026.
  • LPL Financial sold 12,614 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $1.25M.
  • JPMorgan US Tech Leaders ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #931 holding.
  • LPL Financial first reported a position in JPMorgan US Tech Leaders ETF in Q1 2024 and has held it in 10 quarters since.
  • 180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.