Ritter Daniher Financial Advisory’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Ritter Daniher Financial Advisory’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	$9.37K	Hold	84	–	–	﹤0.01%	453
2026 Q1	$6.68K	Hold	84	–	–	﹤0.01%	484
2025 Q4	$7.57K	Hold	84	–	–	﹤0.01%	473
2025 Q3	$7.73K	Hold	84	–	–	﹤0.01%	362
2025 Q2	$7.09K	Hold	84	–	–	﹤0.01%	278
2025 Q1	$5.64K	Hold	84	–	–	﹤0.01%	266
2024 Q4	$6.36K	Buy	84 +4	+5%	+$297	﹤0.01%	257
2024 Q3	$5.49K	Hold	80	–	–	﹤0.01%	261
2024 Q2	$5.54K	Buy	+80	New	+$5.22K	﹤0.01%	259

Other funds holding JTEK

Welch Financial Planning Boulder, Colorado $172M AUM

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM