WFP
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Welch Financial Planning’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Welch Financial Planning’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 		$8.81M Sell
78,989
-9,528
-11% -$945K 5.13% 7
2026
Q1 		$7.04M Buy
88,517
+3,183
+4% +$273K 5.06% 6
2025
Q4 		$7.69M Buy
+85,334
New +$7.83M 5.6% 6

Other funds holding JTEK

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
SWM
SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
FFP
Freedom Financial Partners Oakdale, Minnesota $307M AUM 21.21% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return

Welch Financial Planning's JTEK Position: Q2 2026 in Review

Welch Financial Planning reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 11% in Q2 2026, selling an estimated $945K and leaving 78,989 shares worth $8.81M. The position accounts for 5.13% of the portfolio, ranked #7.

Welch Financial Planning first reported a position in JTEK in Q4 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

  • Welch Financial Planning held 78,989 shares of JPMorgan US Tech Leaders ETF worth $8.81M as of Q2 2026.
  • Welch Financial Planning sold 9,528 JPMorgan US Tech Leaders ETF shares in Q2 2026, an estimated $945K.
  • JPMorgan US Tech Leaders ETF made up 5.13% of Welch Financial Planning's portfolio in Q2 2026, its #7 holding.
  • Welch Financial Planning first reported a position in JPMorgan US Tech Leaders ETF in Q4 2025 and has held it in 3 quarters since.
  • 101 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.