Vertex Planning Partners’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Vertex Planning Partners’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	$20.4M	Buy	182,483 +25,278	+16%	+$2.51M	3.02%	9
2026 Q1	$12.5M	Buy	157,205 +6,087	+4%	+$522K	2.43%	10
2025 Q4	$13.6M	Buy	151,118 +2,541	+2%	+$233K	3.16%	9
2025 Q3	$13.7M	Buy	148,577 +5,337	+4%	+$461K	2.62%	7
2025 Q2	$12.1M	Buy	143,240 +4,044	+3%	+$297K	2.53%	9
2025 Q1	$9.35M	Buy	139,196 +6,563	+5%	+$504K	2.04%	12
2024 Q4	$10M	Buy	132,633 +23,605	+22%	+$1.75M	2.21%	11
2024 Q3	$7.49M	Buy	109,028 +1,684	+2%	+$112K	1.79%	14
2024 Q2	$7.43M	Buy	+107,344	New	+$7M	1.93%	15

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

Vertex Planning Partners's JTEK Position: Q2 2026 in Review

Vertex Planning Partners increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 16% in Q2 2026, buying an estimated $2.51M and bringing the position to 182,483 shares worth $20.4M. The position accounts for 3.02% of the portfolio, ranked #9.

Vertex Planning Partners first reported a position in JTEK in Q2 2024 and has held it in 9 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Vertex Planning Partners held 182,483 shares of JPMorgan US Tech Leaders ETF worth $20.4M as of Q2 2026.
Vertex Planning Partners bought 25,278 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $2.51M.
JPMorgan US Tech Leaders ETF made up 3.02% of Vertex Planning Partners's portfolio in Q2 2026, its #9 holding.
Vertex Planning Partners first reported a position in JPMorgan US Tech Leaders ETF in Q2 2024 and has held it in 9 quarters since.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.