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JTEK icon

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
Q3 		$137K Hold
1,300
– – 0.03% 115
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

FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Steph & Co's JTEK Position: Q3 2026 in Review

Steph & Co held its JPMorgan US Tech Leaders ETF (JTEK) position steady in Q3 2026 at 1,300 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #115.

Steph & Co first reported a position in JTEK in Q1 2025 and has held it in 7 quarters since. The position peaked at $145K in Q2 2026. 23 funds tracked by Wall St. Rank hold JTEK as of Q3 2026.

  • Steph & Co held 1,300 shares of JPMorgan US Tech Leaders ETF worth $137K as of Q3 2026.
  • Steph & Co left its JPMorgan US Tech Leaders ETF share count unchanged in Q3 2026.
  • JPMorgan US Tech Leaders ETF made up 0.03% of Steph & Co's portfolio in Q3 2026, its #115 holding.
  • Steph & Co first reported a position in JPMorgan US Tech Leaders ETF in Q1 2025 and has held it in 7 quarters since.
  • Steph & Co's JPMorgan US Tech Leaders ETF position peaked at $145K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.