Mount Yale Investment Advisors’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Mount Yale Investment Advisors’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	$333K	Buy	+4,183	New	+$359K	0.01%	850

Other funds holding JTEK

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Vestor Capital Chicago, Illinois $1.59M AUM 51.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mount Yale Investment Advisors's JTEK Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in JPMorgan US Tech Leaders ETF (JTEK) in Q1 2026: 4,183 shares worth $333K. The stake represents 0.01% of the portfolio and ranks #850 among its holdings.

169 funds tracked by Wall St. Rank hold JTEK as of Q1 2026.

Mount Yale Investment Advisors held 4,183 shares of JPMorgan US Tech Leaders ETF worth $333K as of Q1 2026.
JPMorgan US Tech Leaders ETF was a new Mount Yale Investment Advisors position in Q1 2026.
JPMorgan US Tech Leaders ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #850 holding.
169 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.