Valley Wealth Managers’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Valley Wealth Managers’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	$3.5M	Sell	31,409 -13,636	-30%	-$1.35M	0.2%	106
2026 Q1	$3.58M	Sell	45,045 -84	-0.2%	-$7.2K	0.23%	99
2025 Q4	$4.06M	Sell	45,129 -47	-0.1%	-$4.32K	0.26%	87
2025 Q3	$4.15M	Buy	45,176 +10,278	+29%	+$888K	0.27%	80
2025 Q2	$2.95M	Buy	34,898 +1,506	+5%	+$111K	0.21%	102
2025 Q1	$2.24M	Sell	33,392 -4,341	-12%	-$334K	0.17%	108
2024 Q4	$2.86M	Buy	37,733 +12,064	+47%	+$895K	0.21%	99
2024 Q3	$1.76M	Sell	25,669 -128	-0.5%	-$8.48K	0.13%	116
2024 Q2	$1.79M	Buy	+25,797	New	+$1.68M	0.14%	117

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

Valley Wealth Managers's JTEK Position: Q2 2026 in Review

Valley Wealth Managers reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 30% in Q2 2026, selling an estimated $1.35M and leaving 31,409 shares worth $3.5M. The position accounts for 0.2% of the portfolio, ranked #106.

Valley Wealth Managers first reported a position in JTEK in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.15M in Q3 2025. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Valley Wealth Managers held 31,409 shares of JPMorgan US Tech Leaders ETF worth $3.5M as of Q2 2026.
Valley Wealth Managers sold 13,636 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $1.35M.
JPMorgan US Tech Leaders ETF made up 0.2% of Valley Wealth Managers's portfolio in Q2 2026, its #106 holding.
Valley Wealth Managers first reported a position in JPMorgan US Tech Leaders ETF in Q2 2024 and has held it in 9 quarters since.
Valley Wealth Managers's JPMorgan US Tech Leaders ETF position peaked at $4.15M in Q3 2025.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.