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

Mattern 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 		$570K Buy
7,168
+2,438
+52% +$209K 0.07% 133
2025
Q4 		$426K Buy
4,730
+255
+6% +$23.4K 0.05% 143
2025
Q3 		$412K Buy
4,475
+274
+7% +$23.7K 0.05% 144
2025
Q2 		$355K Buy
+4,201
New +$309K 0.04% 146

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 $651M AUM 15.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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

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

Mattern Capital Management increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 52% in Q1 2026, buying an estimated $209K and bringing the position to 7,168 shares worth $570K. The position accounts for 0.07% of the portfolio, ranked #133.

Mattern Capital Management first reported a position in JTEK in Q2 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold JTEK as of Q1 2026.

  • Mattern Capital Management held 7,168 shares of JPMorgan US Tech Leaders ETF worth $570K as of Q1 2026.
  • Mattern Capital Management bought 2,438 JPMorgan US Tech Leaders ETF shares in Q1 2026, an estimated $209K.
  • JPMorgan US Tech Leaders ETF made up 0.07% of Mattern Capital Management's portfolio in Q1 2026, its #133 holding.
  • Mattern Capital Management first reported a position in JPMorgan US Tech Leaders ETF in Q2 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2026.

Based on Mattern Capital Management's 13F filing for Q1 2026, filed 4 May 2026.