Wagner Wealth Management (South Carolina)’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Wagner Wealth Management (South Carolina)’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	$1.48M	Buy	13,247 +1,043	+9%	+$103K	0.27%	51
2026 Q1	$971K	Buy	12,204 +914	+8%	+$78.3K	0.2%	62
2025 Q4	$1.02M	Sell	11,290 -398	-3%	-$36.5K	0.22%	58
2025 Q3	$1.07M	Buy	11,688 +590	+5%	+$51K	0.25%	50
2025 Q2	$937K	Buy	11,098 +8,257	+291%	+$607K	0.21%	55
2025 Q1	$191K	Buy	2,841 +577	+25%	+$44.3K	0.05%	114
2024 Q4	$171K	Buy	2,264 +409	+22%	+$30.3K	0.04%	113
2024 Q3	$127K	Buy	1,855 +152	+9%	+$10.1K	0.03%	116
2024 Q2	$118K	Buy	1,703 +12	+0.7%	+$782	0.04%	139
2024 Q1	$112K	Buy	+1,691	New	+$107K	0.03%	141

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

Wagner Wealth Management (South Carolina)'s JTEK Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 8.5% in Q2 2026, buying an estimated $103K and bringing the position to 13,247 shares worth $1.48M. The position accounts for 0.27% of the portfolio, ranked #51.

Wagner Wealth Management (South Carolina) first reported a position in JTEK in Q1 2024 and has held it in 10 quarters since. 179 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

Wagner Wealth Management (South Carolina) held 13,247 shares of JPMorgan US Tech Leaders ETF worth $1.48M as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 1,043 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $103K.
JPMorgan US Tech Leaders ETF made up 0.27% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #51 holding.
Wagner Wealth Management (South Carolina) first reported a position in JPMorgan US Tech Leaders ETF in Q1 2024 and has held it in 10 quarters since.
179 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.