Avidian Wealth Enterprises’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Avidian Wealth Enterprises’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 Q3	$525K	Hold	4,989	–	–	0.01%	471
2026 Q2	$557K	Hold	4,989	–	–	0.02%	452
2026 Q1	$397K	Hold	4,989	–	–	0.01%	485
2025 Q4	$449K	Sell	4,989 -207	-4%	-$19K	0.02%	397
2025 Q3	$478K	Sell	5,196 -46	-0.9%	-$3.97K	0.02%	376
2025 Q2	$443K	Buy	5,242 +414	+9%	+$30.4K	0.02%	361
2025 Q1	$324K	Buy	4,828 +9	+0.2%	+$692	0.01%	396
2024 Q4	$365K	Buy	+4,819	New	+$357K	0.02%	358

Other funds holding JTEK

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

BPW

BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Avidian Wealth Enterprises's JTEK Position: Q3 2026 in Review

Avidian Wealth Enterprises held its JPMorgan US Tech Leaders ETF (JTEK) position steady in Q3 2026 at 4,989 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #471.

Avidian Wealth Enterprises first reported a position in JTEK in Q4 2024 and has held it in 8 quarters since. The position peaked at $557K in Q2 2026. 23 funds tracked by Wall St. Rank hold JTEK as of Q3 2026.

Avidian Wealth Enterprises held 4,989 shares of JPMorgan US Tech Leaders ETF worth $525K as of Q3 2026.
Avidian Wealth Enterprises left its JPMorgan US Tech Leaders ETF share count unchanged in Q3 2026.
JPMorgan US Tech Leaders ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #471 holding.
Avidian Wealth Enterprises first reported a position in JPMorgan US Tech Leaders ETF in Q4 2024 and has held it in 8 quarters since.
Avidian Wealth Enterprises's JPMorgan US Tech Leaders ETF position peaked at $557K in Q2 2026.
23 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.