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

World Investment 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	$296K	Hold	3,725	–	–	﹤0.01%	1236
2026 Q1	$296K	Sell	3,725 -4,120	-53%	-$353K	﹤0.01%	1264
2025 Q4	$707K	Buy	7,845 +325	+4%	+$29.8K	0.01%	802
2025 Q3	$692K	Buy	7,520 +1,800	+31%	+$155K	0.01%	674
2025 Q2	$483K	Sell	5,720 -480	-8%	-$35.3K	0.01%	745
2025 Q1	$417K	Buy	6,200 +2,600	+72%	+$200K	0.01%	750
2024 Q4	$272K	Sell	3,600 -50	-1%	-$3.71K	0.01%	862
2024 Q3	$251K	Buy	+3,650	New	+$242K	0.01%	801

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

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

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

World Investment Advisors's JTEK Position: Q2 2026 in Review

World Investment Advisors held its JPMorgan US Tech Leaders ETF (JTEK) position steady in Q2 2026 at 3,725 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

World Investment Advisors first reported a position in JTEK in Q3 2024 and has held it in 8 quarters since. The position peaked at $707K in Q4 2025. 180 funds tracked by Wall St. Rank hold JTEK as of Q2 2026.

World Investment Advisors held 3,725 shares of JPMorgan US Tech Leaders ETF worth $296K as of Q2 2026.
World Investment Advisors left its JPMorgan US Tech Leaders ETF share count unchanged in Q2 2026.
JPMorgan US Tech Leaders ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1236 holding.
World Investment Advisors first reported a position in JPMorgan US Tech Leaders ETF in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's JPMorgan US Tech Leaders ETF position peaked at $707K in Q4 2025.
180 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2026.

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