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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
VC
Vestor Capital Chicago, Illinois $1.38B AUM 39.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Richardson Financial Services's JTEK Position: Q1 2026 in Review

Richardson Financial Services increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 12% in Q1 2026, buying an estimated $14.7K and bringing the position to 1,557 shares worth $124K. The position accounts for 0.08% of the portfolio, ranked #199.

Richardson Financial Services first reported a position in JTEK in Q4 2025 and has held it in 2 quarters since. The position peaked at $125K in Q4 2025. 169 funds tracked by Wall St. Rank hold JTEK as of Q1 2026.

  • Richardson Financial Services held 1,557 shares of JPMorgan US Tech Leaders ETF worth $124K as of Q1 2026.
  • Richardson Financial Services bought 172 JPMorgan US Tech Leaders ETF shares in Q1 2026, an estimated $14.7K.
  • JPMorgan US Tech Leaders ETF made up 0.08% of Richardson Financial Services's portfolio in Q1 2026, its #199 holding.
  • Richardson Financial Services first reported a position in JPMorgan US Tech Leaders ETF in Q4 2025 and has held it in 2 quarters since.
  • Richardson Financial Services's JPMorgan US Tech Leaders ETF position peaked at $125K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.