Steph & Co’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Steph & Co’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	$145K	Hold	1,300	–	–	0.04%	117
2026 Q1	$103K	Hold	1,300	–	–	0.03%	141
2025 Q4	$117K	Hold	1,300	–	–	0.03%	134
2025 Q3	$120K	Hold	1,300	–	–	0.04%	135
2025 Q2	$110K	Buy	1,300 +100	+8%	+$7.35K	0.04%	133
2025 Q1	$80.6K	Buy	+1,200	New	+$92.2K	0.03%	161

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

Steph & Co's JTEK Position: Q2 2026 in Review

Steph & Co held its JPMorgan US Tech Leaders ETF (JTEK) position steady in Q2 2026 at 1,300 shares worth $145K. The position accounts for 0.04% of the portfolio, ranked #117.

Steph & Co first reported a position in JTEK in Q1 2025 and has held it in 6 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Steph & Co held 1,300 shares of JPMorgan US Tech Leaders ETF worth $145K as of Q2 2026.
Steph & Co left its JPMorgan US Tech Leaders ETF share count unchanged in Q2 2026.
JPMorgan US Tech Leaders ETF made up 0.04% of Steph & Co's portfolio in Q2 2026, its #117 holding.
Steph & Co first reported a position in JPMorgan US Tech Leaders ETF in Q1 2025 and has held it in 6 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.