Avior Wealth Management
JTEK icon

Avior Wealth Management’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-1
Closed -$75 – 1582
2024
Q4 		$75 Hold
1
– – ﹤0.01% 2421
2024
Q3 		$68 Buy
+1
New +$66 ﹤0.01% 2272

Other funds holding JTEK

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
SWM
SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return

Avior Wealth Management's JTEK Position: Q1 2025 in Review

Avior Wealth Management sold out of JPMorgan US Tech Leaders ETF (JTEK) in Q1 2025, closing a stake of 1 share — an estimated $75 sold.

Avior Wealth Management first reported a position in JTEK in Q3 2024 and held it in 2 quarters. The position peaked at $75 in Q4 2024. 99 funds tracked by Wall St. Rank hold JTEK as of Q1 2025.

  • Avior Wealth Management reported no remaining JPMorgan US Tech Leaders ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1 JPMorgan US Tech Leaders ETF share in Q1 2025, an estimated $75.
  • Avior Wealth Management first reported a position in JPMorgan US Tech Leaders ETF in Q3 2024 and held it in 2 quarters.
  • Avior Wealth Management's JPMorgan US Tech Leaders ETF position peaked at $75 in Q4 2024.
  • 99 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.