Silver Oak Securities’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Silver Oak Securities’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 Q3	$2.43M	Buy	28,024 +1,315	+5%	+$132K	0.18%	127
2026 Q2	$2.98M	Buy	26,709 +4,281	+19%	+$424K	0.18%	126
2026 Q1	$1.78M	Buy	22,428 +5,312	+31%	+$455K	0.13%	165
2025 Q4	$1.56M	Buy	17,116 +3,142	+22%	+$288K	0.11%	198
2025 Q3	$1.29M	Buy	13,974 +3,611	+35%	+$312K	0.1%	215
2025 Q2	$875K	Buy	10,363 +6,798	+191%	+$500K	0.07%	279
2025 Q1	$242K	Buy	+3,565	New	+$274K	0.02%	556

Other funds holding JTEK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Pine Valley Investments Marlton, New Jersey $2.49B AUM 25.32% 1-Year Est. Return

SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

OBWA

Oak Barrel Wealth Advisory Reston, Virginia $232M AUM

EFL

ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return

Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return

Silver Oak Securities's JTEK Position: Q3 2026 in Review

Silver Oak Securities increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 4.9% in Q3 2026, buying an estimated $132K and bringing the position to 28,024 shares worth $2.43M. The position accounts for 0.18% of the portfolio, ranked #127.

Silver Oak Securities first reported a position in JTEK in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.98M in Q2 2026. 117 funds tracked by Wall St. Rank hold JTEK as of Q3 2026.

Silver Oak Securities held 28,024 shares of JPMorgan US Tech Leaders ETF worth $2.43M as of Q3 2026.
Silver Oak Securities bought 1,315 JPMorgan US Tech Leaders ETF shares in Q3 2026, an estimated $132K.
JPMorgan US Tech Leaders ETF made up 0.18% of Silver Oak Securities's portfolio in Q3 2026, its #127 holding.
Silver Oak Securities first reported a position in JPMorgan US Tech Leaders ETF in Q1 2025 and has held it in 7 quarters since.
Silver Oak Securities's JPMorgan US Tech Leaders ETF position peaked at $2.98M in Q2 2026.
117 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.