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

Cherry Tree 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
2026
Q1 		$875 Hold
11
– – ﹤0.01% 542
2025
Q4 		$991 Buy
+11
New +$1.01K ﹤0.01% 540

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 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 $1.59B AUM 51.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cherry Tree Wealth Management's JTEK Position: Q1 2026 in Review

Cherry Tree Wealth Management held its JPMorgan US Tech Leaders ETF (JTEK) position steady in Q1 2026 at 11 shares worth $875. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Cherry Tree Wealth Management first reported a position in JTEK in Q4 2025 and has held it in 2 quarters since. The position peaked at $991 in Q4 2025. 169 funds tracked by Wall St. Rank hold JTEK as of Q1 2026.

  • Cherry Tree Wealth Management held 11 shares of JPMorgan US Tech Leaders ETF worth $875 as of Q1 2026.
  • Cherry Tree Wealth Management left its JPMorgan US Tech Leaders ETF share count unchanged in Q1 2026.
  • JPMorgan US Tech Leaders ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #542 holding.
  • Cherry Tree Wealth Management first reported a position in JPMorgan US Tech Leaders ETF in Q4 2025 and has held it in 2 quarters since.
  • Cherry Tree Wealth Management's JPMorgan US Tech Leaders ETF position peaked at $991 in Q4 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.