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 Q3	$1.98M	Buy	18,860 +832	+5%	+$83.8K	0.35%	65
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

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

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 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

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 Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Triumph Capital Management's JTEK Position: Q3 2026 in Review

Triumph Capital Management increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 4.6% in Q3 2026, buying an estimated $83.8K and bringing the position to 18,860 shares worth $1.98M. The position accounts for 0.35% of the portfolio, ranked #65.

Triumph Capital Management first reported a position in JTEK in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.01M in Q2 2026. 22 funds tracked by Wall St. Rank hold JTEK as of Q3 2026.

Triumph Capital Management held 18,860 shares of JPMorgan US Tech Leaders ETF worth $1.98M as of Q3 2026.
Triumph Capital Management bought 832 JPMorgan US Tech Leaders ETF shares in Q3 2026, an estimated $83.8K.
JPMorgan US Tech Leaders ETF made up 0.35% of Triumph Capital Management's portfolio in Q3 2026, its #65 holding.
Triumph Capital Management first reported a position in JPMorgan US Tech Leaders ETF in Q4 2024 and has held it in 8 quarters since.
Triumph Capital Management's JPMorgan US Tech Leaders ETF position peaked at $2.01M in Q2 2026.
22 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.