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

Boulder Wealth 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
Q1 		– Sell
-18,460
Closed -$1.66M – 36
2025
Q4 		$1.66M Buy
+18,460
New +$1.69M 0.7% 19

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
VC
Vestor Capital Chicago, Illinois $1.59M AUM 51.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Boulder Wealth Advisors's JTEK Position: Q1 2026 in Review

Boulder Wealth Advisors sold out of JPMorgan US Tech Leaders ETF (JTEK) in Q1 2026, closing a stake of 18,460 shares — an estimated $1.66M sold.

Boulder Wealth Advisors first reported a position in JTEK in Q4 2025 and held it in 1 quarter. The position peaked at $1.66M in Q4 2025. 169 funds tracked by Wall St. Rank hold JTEK as of Q1 2026.

  • Boulder Wealth Advisors reported no remaining JPMorgan US Tech Leaders ETF position as of Q1 2026 after selling out during the quarter.
  • Boulder Wealth Advisors sold 18,460 JPMorgan US Tech Leaders ETF shares in Q1 2026, an estimated $1.66M.
  • Boulder Wealth Advisors first reported a position in JPMorgan US Tech Leaders ETF in Q4 2025 and held it in 1 quarter.
  • Boulder Wealth Advisors's JPMorgan US Tech Leaders ETF position peaked at $1.66M in Q4 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.