MBL Wealth’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

MBL Wealth’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	$1.81M	Sell	16,254 -9,813	-38%	-$973K	0.12%	95
2026 Q1	$2.07M	Sell	26,067 -5,814	-18%	-$498K	0.16%	83
2025 Q4	$2.87M	Buy	31,881 +521	+2%	+$47.8K	0.23%	69
2025 Q3	$2.88M	Buy	31,360 +786	+3%	+$67.9K	0.25%	66
2025 Q2	$2.58M	Buy	30,574 +2,005	+7%	+$147K	0.25%	68
2025 Q1	$1.92M	Buy	28,569 +4,388	+18%	+$337K	0.19%	69
2024 Q4	$1.83M	Buy	24,181 +1,184	+5%	+$87.8K	0.18%	71
2024 Q3	$1.58M	Sell	22,997 -12,110	-34%	-$803K	0.17%	72
2024 Q2	$2.43M	Buy	+35,107	New	+$2.29M	0.27%	59

Other funds holding JTEK

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

MBL Wealth's JTEK Position: Q2 2026 in Review

MBL Wealth reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 38% in Q2 2026, selling an estimated $973K and leaving 16,254 shares worth $1.81M. The position accounts for 0.12% of the portfolio, ranked #95.

MBL Wealth first reported a position in JTEK in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.88M in Q3 2025. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

MBL Wealth held 16,254 shares of JPMorgan US Tech Leaders ETF worth $1.81M as of Q2 2026.
MBL Wealth sold 9,813 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $973K.
JPMorgan US Tech Leaders ETF made up 0.12% of MBL Wealth's portfolio in Q2 2026, its #95 holding.
MBL Wealth first reported a position in JPMorgan US Tech Leaders ETF in Q2 2024 and has held it in 9 quarters since.
MBL Wealth's JPMorgan US Tech Leaders ETF position peaked at $2.88M in Q3 2025.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.