Mountain Capital Investment Advisors’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Mountain Capital 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 Q2	$501K	Sell	4,488 -477	-10%	-$47.3K	0.07%	38
2026 Q1	$470K	Buy	4,965 +222	+5%	+$19K	0.07%	41
2025 Q4	$429K	Buy	4,743 +866	+22%	+$79.5K	0.07%	45
2025 Q3	$358K	Buy	+3,877	New	+$335K	0.06%	55

Other funds holding JTEK

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

SWM

SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

QWM

Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return

FFG

Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mountain Capital Investment Advisors's JTEK Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 9.6% in Q2 2026, selling an estimated $47.3K and leaving 4,488 shares worth $501K. The position accounts for 0.07% of the portfolio, ranked #38.

Mountain Capital Investment Advisors first reported a position in JTEK in Q3 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Mountain Capital Investment Advisors held 4,488 shares of JPMorgan US Tech Leaders ETF worth $501K as of Q2 2026.
Mountain Capital Investment Advisors sold 477 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $47.3K.
JPMorgan US Tech Leaders ETF made up 0.07% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #38 holding.
Mountain Capital Investment Advisors first reported a position in JPMorgan US Tech Leaders ETF in Q3 2025 and has held it in 4 quarters since.
74 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.