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

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

Ritter Daniher Financial Advisory's JTEK Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its JPMorgan US Tech Leaders ETF (JTEK) position steady in Q2 2026 at 84 shares worth $9.37K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Ritter Daniher Financial Advisory first reported a position in JTEK in Q2 2024 and has held it in 9 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Ritter Daniher Financial Advisory held 84 shares of JPMorgan US Tech Leaders ETF worth $9.37K as of Q2 2026.
Ritter Daniher Financial Advisory left its JPMorgan US Tech Leaders ETF share count unchanged in Q2 2026.
JPMorgan US Tech Leaders ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #453 holding.
Ritter Daniher Financial Advisory first reported a position in JPMorgan US Tech Leaders ETF in Q2 2024 and has held it in 9 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.