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

Gilpin 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
2026
Q3 		$9.68K Hold
92
– – 0.01% 348
2026
Q2 		$10.3K Buy
92
+80
+667% +$7.93K 0.01% 311
2026
Q1 		$955 Hold
12
– – ﹤0.01% 486
2025
Q4 		$1.08K Buy
+12
New +$1.1K ﹤0.01% 413

Other funds holding JTEK

FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Gilpin Wealth Management's JTEK Position: Q3 2026 in Review

Gilpin Wealth Management held its JPMorgan US Tech Leaders ETF (JTEK) position steady in Q3 2026 at 92 shares worth $9.68K. The position accounts for 0.01% of the portfolio, ranked #348.

Gilpin Wealth Management first reported a position in JTEK in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.3K in Q2 2026. 25 funds tracked by Wall St. Rank hold JTEK as of Q3 2026.

  • Gilpin Wealth Management held 92 shares of JPMorgan US Tech Leaders ETF worth $9.68K as of Q3 2026.
  • Gilpin Wealth Management left its JPMorgan US Tech Leaders ETF share count unchanged in Q3 2026.
  • JPMorgan US Tech Leaders ETF made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #348 holding.
  • Gilpin Wealth Management first reported a position in JPMorgan US Tech Leaders ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's JPMorgan US Tech Leaders ETF position peaked at $10.3K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.