Twin Peaks Wealth Advisors’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Twin Peaks Wealth Advisors’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	$433K	Buy	3,880 +422	+12%	+$41.8K	0.1%	128
2026 Q1	$275K	Buy	3,458 +178	+5%	+$15.3K	0.07%	148
2025 Q4	$279K	Buy	+3,280	New	+$301K	0.08%	147
2025 Q3	–	Sell	-174	Closed	-$14.9K	–	1187
2025 Q2	$14.9K	Buy	+174	New	+$12.8K	﹤0.01%	728

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

Twin Peaks Wealth Advisors's JTEK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 12% in Q2 2026, buying an estimated $41.8K and bringing the position to 3,880 shares worth $433K. The position accounts for 0.1% of the portfolio, ranked #128.

Twin Peaks Wealth Advisors first reported a position in JTEK in Q2 2025 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Twin Peaks Wealth Advisors held 3,880 shares of JPMorgan US Tech Leaders ETF worth $433K as of Q2 2026.
Twin Peaks Wealth Advisors bought 422 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $41.8K.
JPMorgan US Tech Leaders ETF made up 0.1% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #128 holding.
Twin Peaks Wealth Advisors first reported a position in JPMorgan US Tech Leaders ETF in Q2 2025 and has held it in 4 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.