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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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

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. 79 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.
  • 79 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.