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

Cranbrook 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
2025
Q2 		– Sell
-37
Closed -$2.49K – 427
2025
Q1 		$2.49K Buy
+37
New +$2.84K ﹤0.01% 359

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FS
Financially Speaking Greenwood Village, Colorado $20.6M AUM 24.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Cranbrook Wealth Management's JTEK Position: Q2 2025 in Review

Cranbrook Wealth Management sold out of JPMorgan US Tech Leaders ETF (JTEK) in Q2 2025, closing a stake of 37 shares — an estimated $2.49K sold.

Cranbrook Wealth Management first reported a position in JTEK in Q1 2025 and held it in 1 quarter. The position peaked at $2.49K in Q1 2025. 109 funds tracked by Wall St. Rank hold JTEK as of Q2 2025.

  • Cranbrook Wealth Management reported no remaining JPMorgan US Tech Leaders ETF position as of Q2 2025 after selling out during the quarter.
  • Cranbrook Wealth Management sold 37 JPMorgan US Tech Leaders ETF shares in Q2 2025, an estimated $2.49K.
  • Cranbrook Wealth Management first reported a position in JPMorgan US Tech Leaders ETF in Q1 2025 and held it in 1 quarter.
  • Cranbrook Wealth Management's JPMorgan US Tech Leaders ETF position peaked at $2.49K in Q1 2025.
  • 109 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2025.

Based on Cranbrook Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.