Valmark Advisers’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Valmark Advisers’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	$255K	Sell	2,286 -641	-22%	-$63.6K	﹤0.01%	658
2026 Q1	$233K	Sell	2,927 -333	-10%	-$28.5K	﹤0.01%	634
2025 Q4	$294K	Sell	3,260 -61	-2%	-$5.6K	﹤0.01%	564
2025 Q3	$305K	Buy	3,321 +75	+2%	+$6.48K	﹤0.01%	548
2025 Q2	$274K	Buy	3,246 +125	+4%	+$9.19K	﹤0.01%	567
2025 Q1	$210K	Buy	+3,121	New	+$240K	﹤0.01%	590

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

Valmark Advisers's JTEK Position: Q2 2026 in Review

Valmark Advisers reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 22% in Q2 2026, selling an estimated $63.6K and leaving 2,286 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Valmark Advisers first reported a position in JTEK in Q1 2025 and has held it in 6 quarters since. The position peaked at $305K in Q3 2025. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Valmark Advisers held 2,286 shares of JPMorgan US Tech Leaders ETF worth $255K as of Q2 2026.
Valmark Advisers sold 641 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $63.6K.
JPMorgan US Tech Leaders ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #658 holding.
Valmark Advisers first reported a position in JPMorgan US Tech Leaders ETF in Q1 2025 and has held it in 6 quarters since.
Valmark Advisers's JPMorgan US Tech Leaders ETF position peaked at $305K in Q3 2025.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.