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MAI Capital Management’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

MAI Capital Management’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 		$40.7K Sell
512
-110
-18% -$9.43K ﹤0.01% 2364
2025
Q4 		$56K Buy
+622
New +$57.1K ﹤0.01% 1949

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 $1.38B AUM 39.2% 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

MAI Capital Management's JTEK Position: Q1 2026 in Review

MAI Capital Management reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 18% in Q1 2026, selling an estimated $9.43K and leaving 512 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

MAI Capital Management first reported a position in JTEK in Q4 2025 and has held it in 2 quarters since. The position peaked at $56K in Q4 2025. 169 funds tracked by Wall St. Rank hold JTEK as of Q1 2026.

  • MAI Capital Management held 512 shares of JPMorgan US Tech Leaders ETF worth $40.7K as of Q1 2026.
  • MAI Capital Management sold 110 JPMorgan US Tech Leaders ETF shares in Q1 2026, an estimated $9.43K.
  • JPMorgan US Tech Leaders ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2364 holding.
  • MAI Capital Management first reported a position in JPMorgan US Tech Leaders ETF in Q4 2025 and has held it in 2 quarters since.
  • MAI Capital Management's JPMorgan US Tech Leaders ETF position peaked at $56K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.