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Grimes & Company’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Grimes & Company’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 		– Sell
-2,577
Closed -$232K – 457
2025
Q4 		$232K Buy
+2,577
New +$237K 0.01% 418

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 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 $1.59B AUM 51.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Grimes & Company's JTEK Position: Q1 2026 in Review

Grimes & Company sold out of JPMorgan US Tech Leaders ETF (JTEK) in Q1 2026, closing a stake of 2,577 shares — an estimated $232K sold.

Grimes & Company first reported a position in JTEK in Q4 2025 and held it in 1 quarter. The position peaked at $232K in Q4 2025. 169 funds tracked by Wall St. Rank hold JTEK as of Q1 2026.

  • Grimes & Company reported no remaining JPMorgan US Tech Leaders ETF position as of Q1 2026 after selling out during the quarter.
  • Grimes & Company sold 2,577 JPMorgan US Tech Leaders ETF shares in Q1 2026, an estimated $232K.
  • Grimes & Company first reported a position in JPMorgan US Tech Leaders ETF in Q4 2025 and held it in 1 quarter.
  • Grimes & Company's JPMorgan US Tech Leaders ETF position peaked at $232K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.