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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
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

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

Silver Oak Securities's JTEK Position: Q1 2026 in Review

Silver Oak Securities increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 31% in Q1 2026, buying an estimated $455K and bringing the position to 22,428 shares worth $1.78M. The position accounts for 0.13% of the portfolio, ranked #165.

Silver Oak Securities first reported a position in JTEK in Q1 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold JTEK as of Q1 2026.

  • Silver Oak Securities held 22,428 shares of JPMorgan US Tech Leaders ETF worth $1.78M as of Q1 2026.
  • Silver Oak Securities bought 5,312 JPMorgan US Tech Leaders ETF shares in Q1 2026, an estimated $455K.
  • JPMorgan US Tech Leaders ETF made up 0.13% of Silver Oak Securities's portfolio in Q1 2026, its #165 holding.
  • Silver Oak Securities first reported a position in JPMorgan US Tech Leaders ETF in Q1 2025 and has held it in 5 quarters since.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.