SFG Wealth Management’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

SFG Wealth Management’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	$411K	Sell	3,680 -485	-12%	-$48.1K	0.15%	91
2026 Q1	$331K	Hold	4,165	–	–	0.14%	86
2025 Q4	$375K	Hold	4,165	–	–	0.15%	95
2025 Q3	$383K	Buy	+4,165	New	+$360K	0.17%	92
2024 Q2	–	Sell	-9,656	Closed	-$639K	–	100
2024 Q1	$639K	Buy	+9,656	New	+$612K	0.38%	41

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

SFG Wealth Management's JTEK Position: Q2 2026 in Review

SFG Wealth Management reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 12% in Q2 2026, selling an estimated $48.1K and leaving 3,680 shares worth $411K. The position accounts for 0.15% of the portfolio, ranked #91.

SFG Wealth Management first reported a position in JTEK in Q1 2024 and has held it in 5 quarters since. The position peaked at $639K in Q1 2024. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

SFG Wealth Management held 3,680 shares of JPMorgan US Tech Leaders ETF worth $411K as of Q2 2026.
SFG Wealth Management sold 485 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $48.1K.
JPMorgan US Tech Leaders ETF made up 0.15% of SFG Wealth Management's portfolio in Q2 2026, its #91 holding.
SFG Wealth Management first reported a position in JPMorgan US Tech Leaders ETF in Q1 2024 and has held it in 5 quarters since.
SFG Wealth Management's JPMorgan US Tech Leaders ETF position peaked at $639K in Q1 2024.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.