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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$596K	Hold	7,060	–	–	0.01%	152
2025 Q1	$474K	Hold	7,060	–	–	0.01%	164
2024 Q4	$534K	Hold	7,060	–	–	0.01%	164
2024 Q3	$485K	Buy	7,060 +3,000	+74%	+$206K	0.01%	173
2024 Q2	$281K	Buy	+4,060	New	+$281K	0.01%	198