Triumph Capital Management’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Triumph Capital 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	$2.01M	Sell	18,028 -3,224	-15%	-$320K	0.36%	59
2026 Q1	$1.69M	Buy	21,252 +1,360	+7%	+$117K	0.34%	61
2025 Q4	$1.79M	Sell	19,892 -832	-4%	-$76.4K	0.39%	52
2025 Q3	$1.91M	Buy	20,724 +436	+2%	+$37.7K	0.51%	46
2025 Q2	$1.71M	Buy	20,288 +6,850	+51%	+$503K	0.51%	44
2025 Q1	$903K	Buy	13,438 +1,909	+17%	+$147K	0.3%	79
2024 Q4	$872K	Buy	+11,529	New	+$855K	0.3%	80

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

Triumph Capital Management's JTEK Position: Q2 2026 in Review

Triumph Capital Management reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 15% in Q2 2026, selling an estimated $320K and leaving 18,028 shares worth $2.01M. The position accounts for 0.36% of the portfolio, ranked #59.

Triumph Capital Management first reported a position in JTEK in Q4 2024 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Triumph Capital Management held 18,028 shares of JPMorgan US Tech Leaders ETF worth $2.01M as of Q2 2026.
Triumph Capital Management sold 3,224 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $320K.
JPMorgan US Tech Leaders ETF made up 0.36% of Triumph Capital Management's portfolio in Q2 2026, its #59 holding.
Triumph Capital Management first reported a position in JPMorgan US Tech Leaders ETF in Q4 2024 and has held it in 7 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.