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Ulland Investment Advisors’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Ulland Investment 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 		$2.29M Sell
20,494
-355
-2% -$35.2K 1.69% 16
2026
Q1 		$1.66M Sell
20,849
-1,266
-6% -$109K 1.42% 19
2025
Q4 		$1.99M Sell
22,115
-258
-1% -$23.7K 1.59% 19
2025
Q3 		$2.06M Buy
22,373
+45
+0.2% +$3.89K 1.55% 19
2025
Q2 		$1.89M Sell
22,328
-587
-3% -$43.1K 1.44% 21
2025
Q1 		$1.54M Buy
22,915
+1,859
+9% +$143K 1.29% 21
2024
Q4 		$1.59M Buy
21,056
+1,692
+9% +$125K 1.02% 20
2024
Q3 		$1.33M Sell
19,364
-1,498
-7% -$99.3K 0.97% 23
2024
Q2 		$1.45M Buy
20,862
+136
+0.7% +$8.87K 1% 24
2024
Q1 		$1.37M Buy
+20,726
New +$1.31M 1.09% 23

Other funds holding JTEK

WFP
Welch Financial Planning Boulder, Colorado $172M AUM
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM

Ulland Investment Advisors's JTEK Position: Q2 2026 in Review

Ulland Investment Advisors reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 1.7% in Q2 2026, selling an estimated $35.2K and leaving 20,494 shares worth $2.29M. The position accounts for 1.69% of the portfolio, ranked #16.

Ulland Investment Advisors first reported a position in JTEK in Q1 2024 and has held it in 10 quarters since. 22 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

  • Ulland Investment Advisors held 20,494 shares of JPMorgan US Tech Leaders ETF worth $2.29M as of Q2 2026.
  • Ulland Investment Advisors sold 355 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $35.2K.
  • JPMorgan US Tech Leaders ETF made up 1.69% of Ulland Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Ulland Investment Advisors first reported a position in JPMorgan US Tech Leaders ETF in Q1 2024 and has held it in 10 quarters since.
  • 22 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.