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

Briaud 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
2025
Q3 		– Sell
-760
Closed -$64K – 199
2025
Q2 		$64K Hold
760
– – 0.03% 89
2025
Q1 		$51K Hold
760
– – 0.02% 83
2024
Q4 		$57K Buy
+760
New +$56.4K 0.02% 76

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
VC
Vestor Capital Chicago, Illinois $1.59B AUM 51.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FS
Financially Speaking Greenwood Village, Colorado $20.6M AUM 16.79% 1-Year Est. Return

Briaud Financial Planning's JTEK Position: Q3 2025 in Review

Briaud Financial Planning sold out of JPMorgan US Tech Leaders ETF (JTEK) in Q3 2025, closing a stake of 760 shares — an estimated $64K sold.

Briaud Financial Planning first reported a position in JTEK in Q4 2024 and held it in 3 quarters. The position peaked at $64K in Q2 2025. 121 funds tracked by Wall St. Rank hold JTEK as of Q3 2025.

  • Briaud Financial Planning reported no remaining JPMorgan US Tech Leaders ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 760 JPMorgan US Tech Leaders ETF shares in Q3 2025, an estimated $64K.
  • Briaud Financial Planning first reported a position in JPMorgan US Tech Leaders ETF in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's JPMorgan US Tech Leaders ETF position peaked at $64K in Q2 2025.
  • 121 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.