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

Private Wealth Partners’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	$6.66M	Buy	59,745 +35,840	+150%	+$3.55M	0.48%	40
2026 Q1	$1.9M	Sell	23,905 -540	-2%	-$46.3K	0.15%	71
2025 Q4	$2.2M	Buy	24,445 +6,900	+39%	+$633K	0.16%	67
2025 Q3	$1.61M	Buy	17,545 +200	+1%	+$17.3K	0.12%	75
2025 Q2	$1.46M	Buy	17,345 +1,040	+6%	+$76.4K	0.11%	78
2025 Q1	$1.1M	Sell	16,305 -12,170	-43%	-$935K	0.09%	86
2024 Q4	$2.15M	Hold	28,475	–	–	0.17%	66
2024 Q3	$1.96M	Sell	28,475 -12,600	-31%	-$835K	0.16%	68
2024 Q2	$2.84M	Buy	41,075 +22,825	+125%	+$1.49M	0.21%	54
2024 Q1	$1.21M	Buy	18,250 +8,500	+87%	+$539K	0.1%	78
2023 Q4	$573K	Buy	+9,750	New	+$520K	0.05%	104

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

Private Wealth Partners's JTEK Position: Q2 2026 in Review

Private Wealth Partners increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 150% in Q2 2026, buying an estimated $3.55M and bringing the position to 59,745 shares worth $6.66M. The position accounts for 0.48% of the portfolio, ranked #40.

Private Wealth Partners 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.

Private Wealth Partners held 59,745 shares of JPMorgan US Tech Leaders ETF worth $6.66M as of Q2 2026.
Private Wealth Partners bought 35,840 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $3.55M.
JPMorgan US Tech Leaders ETF made up 0.48% of Private Wealth Partners's portfolio in Q2 2026, its #40 holding.
Private Wealth Partners 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 Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.