Potentia Wealth’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Potentia Wealth’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	$4.38M	Sell	39,266 -4,064	-9%	-$403K	1.79%	13
2026 Q1	$3.45M	Sell	43,330 -1,989	-4%	-$170K	1.33%	15
2025 Q4	$4.08M	Sell	45,319 -1,085	-2%	-$99.6K	1.5%	15
2025 Q3	$4.27M	Buy	+46,404	New	+$4.01M	1.63%	17

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

Potentia Wealth's JTEK Position: Q2 2026 in Review

Potentia Wealth reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 9.4% in Q2 2026, selling an estimated $403K and leaving 39,266 shares worth $4.38M. The position accounts for 1.79% of the portfolio, ranked #13.

Potentia Wealth first reported a position in JTEK in Q3 2025 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Potentia Wealth held 39,266 shares of JPMorgan US Tech Leaders ETF worth $4.38M as of Q2 2026.
Potentia Wealth sold 4,064 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $403K.
JPMorgan US Tech Leaders ETF made up 1.79% of Potentia Wealth's portfolio in Q2 2026, its #13 holding.
Potentia Wealth first reported a position in JPMorgan US Tech Leaders ETF in Q3 2025 and has held it in 4 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.