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Richardson Financial Services’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Richardson Financial Services’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 		$143K Sell
1,285
-272
-17% -$27K 0.08% 195
2026
Q1 		$124K Buy
1,557
+172
+12% +$14.7K 0.08% 199
2025
Q4 		$125K Buy
+1,385
New +$127K 0.04% 206

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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

Richardson Financial Services's JTEK Position: Q2 2026 in Review

Richardson Financial Services reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 17% in Q2 2026, selling an estimated $27K and leaving 1,285 shares worth $143K. The position accounts for 0.08% of the portfolio, ranked #195.

Richardson Financial Services first reported a position in JTEK in Q4 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

  • Richardson Financial Services held 1,285 shares of JPMorgan US Tech Leaders ETF worth $143K as of Q2 2026.
  • Richardson Financial Services sold 272 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $27K.
  • JPMorgan US Tech Leaders ETF made up 0.08% of Richardson Financial Services's portfolio in Q2 2026, its #195 holding.
  • Richardson Financial Services first reported a position in JPMorgan US Tech Leaders ETF in Q4 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.