Osaic Holdings’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Osaic Holdings’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	$12M	Buy	107,256 +65,866	+159%	+$6.53M	0.01%	925
2026 Q1	$3.29M	Sell	41,390 -10,132	-20%	-$868K	﹤0.01%	1663
2025 Q4	$4.64M	Buy	51,522 +779	+2%	+$71.5K	0.01%	1428
2025 Q3	$4.46M	Sell	50,743 -6,275	-11%	-$542K	0.01%	1561
2025 Q2	$4.82M	Buy	57,018 +28,184	+98%	+$2.07M	0.01%	1266
2025 Q1	$1.94M	Sell	28,834 -29,039	-50%	-$2.23M	﹤0.01%	1700
2024 Q4	$4.38M	Buy	57,873 +31,657	+121%	+$2.35M	0.01%	1111
2024 Q3	$1.8M	Sell	26,216 -17,693	-40%	-$1.17M	﹤0.01%	1784
2024 Q2	$3.04M	Buy	43,909 +11,852	+37%	+$773K	0.01%	1339
2024 Q1	$2.12M	Buy	32,057 +32,021	+88,947%	+$2.03M	﹤0.01%	1655
2023 Q4	$2.12K	Buy	+36	New	+$1.92K	﹤0.01%	6525

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

Osaic Holdings's JTEK Position: Q2 2026 in Review

Osaic Holdings increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 159% in Q2 2026, buying an estimated $6.53M and bringing the position to 107,256 shares worth $12M. The position accounts for 0.01% of the portfolio, ranked #925.

Osaic Holdings first reported a position in JTEK in Q4 2023 and has held it in 11 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Osaic Holdings held 107,256 shares of JPMorgan US Tech Leaders ETF worth $12M as of Q2 2026.
Osaic Holdings bought 65,866 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $6.53M.
JPMorgan US Tech Leaders ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #925 holding.
Osaic Holdings first reported a position in JPMorgan US Tech Leaders ETF in Q4 2023 and has held it in 11 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.