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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.23M Buy
2025
Q2
$596K Hold
2025
Q1
$474K Hold
2024
Q4
$534K Hold
2024
Q3
$485K Buy
2024
Q2
$281K Buy