Oak Barrel Wealth Advisory’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Oak Barrel Wealth Advisory’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	$13.5M	Buy	+120,621	New	+$12M	5.94%	3
2025 Q4	$9.71M	Buy	+107,852	New	+$9.9M	5.81%	3

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

Oak Barrel Wealth Advisory's JTEK Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in JPMorgan US Tech Leaders ETF (JTEK) in Q2 2026: 120,621 shares worth $13.5M. The stake represents 5.94% of the portfolio and ranks #3 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in JTEK as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in JTEK in Q4 2025 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Oak Barrel Wealth Advisory held 120,621 shares of JPMorgan US Tech Leaders ETF worth $13.5M as of Q2 2026.
JPMorgan US Tech Leaders ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
JPMorgan US Tech Leaders ETF made up 5.94% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #3 holding.
Oak Barrel Wealth Advisory first reported a position in JPMorgan US Tech Leaders ETF in Q4 2025 and has held it in 2 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.