Mather Group
JTEK icon

Mather Group’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Mather Group’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
2025
Q2 		– Sell
-166
Closed -$11.2K – 1194
2025
Q1 		$11.2K Hold
166
– – ﹤0.01% 1227
2024
Q4 		$12.6K Sell
166
-1
-0.6% -$74 ﹤0.01% 1190
2024
Q3 		$11.5K Buy
167
+6
+4% +$398 ﹤0.01% 1153
2024
Q2 		$10.7K Buy
161
+19
+13% +$1.24K ﹤0.01% 1440
2024
Q1 		$8.35K Buy
+142
New +$9K ﹤0.01% 1241

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FS
Financially Speaking Greenwood Village, Colorado $20.6M AUM 16.79% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Mather Group's JTEK Position: Q2 2025 in Review

Mather Group sold out of JPMorgan US Tech Leaders ETF (JTEK) in Q2 2025, closing a stake of 166 shares — an estimated $11.2K sold.

Mather Group first reported a position in JTEK in Q1 2024 and held it in 5 quarters. The position peaked at $12.6K in Q4 2024. 109 funds tracked by Wall St. Rank hold JTEK as of Q2 2025.

  • Mather Group reported no remaining JPMorgan US Tech Leaders ETF position as of Q2 2025 after selling out during the quarter.
  • Mather Group sold 166 JPMorgan US Tech Leaders ETF shares in Q2 2025, an estimated $11.2K.
  • Mather Group first reported a position in JPMorgan US Tech Leaders ETF in Q1 2024 and held it in 5 quarters.
  • Mather Group's JPMorgan US Tech Leaders ETF position peaked at $12.6K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.