Mutual Advisors’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Mutual 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	$494K	Sell	4,429 -500	-10%	-$49.6K	0.01%	947
2026 Q1	$392K	Buy	4,929 +325	+7%	+$27.9K	0.01%	1010
2025 Q4	$415K	Buy	4,604 +360	+8%	+$33K	0.01%	957
2025 Q3	$396K	Buy	4,244 +1,270	+43%	+$110K	0.01%	956
2025 Q2	$254K	Sell	2,974 -313	-10%	-$23K	0.01%	1041
2025 Q1	$228K	Buy	+3,287	New	+$253K	0.01%	987

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

Mutual Advisors's JTEK Position: Q2 2026 in Review

Mutual Advisors reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 10% in Q2 2026, selling an estimated $49.6K and leaving 4,429 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #947.

Mutual Advisors first reported a position in JTEK in Q1 2025 and has held it in 6 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Mutual Advisors held 4,429 shares of JPMorgan US Tech Leaders ETF worth $494K as of Q2 2026.
Mutual Advisors sold 500 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $49.6K.
JPMorgan US Tech Leaders ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #947 holding.
Mutual Advisors first reported a position in JPMorgan US Tech Leaders ETF in Q1 2025 and has held it in 6 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.