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Coppell Advisory Solutions’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Coppell Advisory Solutions’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
2024
Q3 		– Sell
-22
Closed -$1.52K – 1920
2024
Q2 		$1.52K Buy
+22
New +$1.44K ﹤0.01% 1428

Other funds holding JTEK

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LPL Financial
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VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $202M AUM 16.52% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Coppell Advisory Solutions's JTEK Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of JPMorgan US Tech Leaders ETF (JTEK) in Q3 2024, closing a stake of 22 shares — an estimated $1.52K sold.

Coppell Advisory Solutions first reported a position in JTEK in Q2 2024 and held it in 1 quarter. The position peaked at $1.52K in Q2 2024. 52 funds tracked by Wall St. Rank hold JTEK as of Q3 2024.

  • Coppell Advisory Solutions reported no remaining JPMorgan US Tech Leaders ETF position as of Q3 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 22 JPMorgan US Tech Leaders ETF shares in Q3 2024, an estimated $1.52K.
  • Coppell Advisory Solutions first reported a position in JPMorgan US Tech Leaders ETF in Q2 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's JPMorgan US Tech Leaders ETF position peaked at $1.52K in Q2 2024.
  • 52 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.