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

Waverly 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 		$229K Buy
2,053
+72
+4% +$7.14K ﹤0.01% 1564
2026
Q1 		$158K Buy
1,981
+348
+21% +$29.8K ﹤0.01% 1510
2025
Q4 		$147K Buy
+1,633
New +$150K ﹤0.01% 1407

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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

Waverly Advisors's JTEK Position: Q2 2026 in Review

Waverly Advisors increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 3.6% in Q2 2026, buying an estimated $7.14K and bringing the position to 2,053 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Waverly Advisors first reported a position in JTEK in Q4 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

  • Waverly Advisors held 2,053 shares of JPMorgan US Tech Leaders ETF worth $229K as of Q2 2026.
  • Waverly Advisors bought 72 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $7.14K.
  • JPMorgan US Tech Leaders ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1564 holding.
  • Waverly Advisors first reported a position in JPMorgan US Tech Leaders ETF in Q4 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.