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

SilverOak 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	$14.6M	Sell	130,813 -493	-0.4%	-$48.9K	1.88%	13
2026 Q1	$10.4M	Buy	131,306 +3,265	+3%	+$280K	1.65%	13
2025 Q4	$11.5M	Buy	128,041 +3,326	+3%	+$305K	1.81%	12
2025 Q3	$11.5M	Buy	124,715 +290	+0.2%	+$25K	1.94%	11
2025 Q2	$10.5M	Buy	124,425 +17,751	+17%	+$1.3M	1.97%	11
2025 Q1	$7.17M	Buy	106,674 +30,416	+40%	+$2.34M	1.55%	11
2024 Q4	$5.77M	Buy	76,258 +72,420	+1,887%	+$5.37M	1.24%	11
2024 Q3	$264K	Buy	+3,838	New	+$254K	0.06%	81

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

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

SilverOak Wealth Management reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 0.38% in Q2 2026, selling an estimated $48.9K and leaving 130,813 shares worth $14.6M. The position accounts for 1.88% of the portfolio, ranked #13.

SilverOak Wealth Management first reported a position in JTEK in Q3 2024 and has held it in 8 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

SilverOak Wealth Management held 130,813 shares of JPMorgan US Tech Leaders ETF worth $14.6M as of Q2 2026.
SilverOak Wealth Management sold 493 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $48.9K.
JPMorgan US Tech Leaders ETF made up 1.88% of SilverOak Wealth Management's portfolio in Q2 2026, its #13 holding.
SilverOak Wealth Management first reported a position in JPMorgan US Tech Leaders ETF in Q3 2024 and has held it in 8 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.