EIA
JTEK icon

Eldridge Investment Advisors’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Eldridge Investment Advisors’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 		$390K Sell
4,904
-41
-0.8% -$3.51K 0.09% 122
2025
Q4 		$445K Sell
4,945
-78
-2% -$7.16K 0.1% 118
2025
Q3 		$462K Buy
+5,023
New +$434K 0.11% 114

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 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 $1.59M AUM 51.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Eldridge Investment Advisors's JTEK Position: Q1 2026 in Review

Eldridge Investment Advisors reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 0.83% in Q1 2026, selling an estimated $3.51K and leaving 4,904 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #122.

Eldridge Investment Advisors first reported a position in JTEK in Q3 2025 and has held it in 3 quarters since. The position peaked at $462K in Q3 2025. 169 funds tracked by Wall St. Rank hold JTEK as of Q1 2026.

  • Eldridge Investment Advisors held 4,904 shares of JPMorgan US Tech Leaders ETF worth $390K as of Q1 2026.
  • Eldridge Investment Advisors sold 41 JPMorgan US Tech Leaders ETF shares in Q1 2026, an estimated $3.51K.
  • JPMorgan US Tech Leaders ETF made up 0.09% of Eldridge Investment Advisors's portfolio in Q1 2026, its #122 holding.
  • Eldridge Investment Advisors first reported a position in JPMorgan US Tech Leaders ETF in Q3 2025 and has held it in 3 quarters since.
  • Eldridge Investment Advisors's JPMorgan US Tech Leaders ETF position peaked at $462K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.