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

Tradition 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 Q1	$11.7M	Buy	146,533 +6,562	+5%	+$562K	0.83%	33
2025 Q4	$12.6M	Buy	139,971 +7,920	+6%	+$727K	0.9%	30
2025 Q3	$12.1M	Buy	132,051 +4,637	+4%	+$401K	0.9%	30
2025 Q2	$10.8M	Buy	127,414 +3,885	+3%	+$286K	0.86%	32
2025 Q1	$8.3M	Buy	123,529 +17,507	+17%	+$1.35M	0.73%	37
2024 Q4	$8.02M	Buy	106,022 +49,168	+86%	+$3.65M	0.71%	38
2024 Q3	$3.9M	Buy	56,854 +10,064	+22%	+$667K	0.35%	67
2024 Q2	$3.24M	Buy	+46,790	New	+$3.05M	0.31%	73

Other funds holding JTEK

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 $8.53B AUM 21.43% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.59M AUM 51.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tradition Wealth Management's JTEK Position: Q1 2026 in Review

Tradition Wealth Management increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 4.7% in Q1 2026, buying an estimated $562K and bringing the position to 146,533 shares worth $11.7M. The position accounts for 0.83% of the portfolio, ranked #33.

Tradition Wealth Management first reported a position in JTEK in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.6M in Q4 2025. 169 funds tracked by Wall St. Rank hold JTEK as of Q1 2026.

Tradition Wealth Management held 146,533 shares of JPMorgan US Tech Leaders ETF worth $11.7M as of Q1 2026.
Tradition Wealth Management bought 6,562 JPMorgan US Tech Leaders ETF shares in Q1 2026, an estimated $562K.
JPMorgan US Tech Leaders ETF made up 0.83% of Tradition Wealth Management's portfolio in Q1 2026, its #33 holding.
Tradition Wealth Management first reported a position in JPMorgan US Tech Leaders ETF in Q2 2024 and has held it in 8 quarters since.
Tradition Wealth Management's JPMorgan US Tech Leaders ETF position peaked at $12.6M in Q4 2025.
169 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.