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Foundry Financial Group’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Foundry Financial Group’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 		$7.42M Sell
93,224
-3,485
-4% -$299K 3.68% 11
2025
Q4 		$8.71M Buy
96,709
+2,237
+2% +$205K 4.36% 8
2025
Q3 		$8.69M Sell
94,472
-2,821
-3% -$244K 4.56% 8
2025
Q2 		$8.22M Sell
97,293
-13
-0% -$955 4.68% 7
2025
Q1 		$6.54M Buy
97,306
+3,170
+3% +$244K 4.03% 8
2024
Q4 		$7.12M Sell
94,136
-4,264
-4% -$316K 4.41% 6
2024
Q3 		$6.76M Buy
98,400
+4,417
+5% +$293K 4.22% 8
2024
Q2 		$6.51M Buy
+93,983
New +$6.13M 4.48% 8

Other funds holding JTEK

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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $651M AUM 15.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
VC
Vestor Capital Chicago, Illinois $1.38B AUM 39.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return