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

Guided Capital 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 Q1	$3.64M	Sell	45,751 -584	-1%	-$50.1K	2.4%	13
2025 Q4	$4.17M	Buy	46,335 +795	+2%	+$73K	2.92%	11
2025 Q3	$4.19M	Buy	45,540 +7,945	+21%	+$686K	3.59%	10
2025 Q2	$3.18M	Sell	37,595 -469	-1%	-$34.5K	2.45%	15
2025 Q1	$2.56M	Buy	+38,064	New	+$2.92M	2.14%	15

Other funds holding JTEK

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Vestor Capital Chicago, Illinois $1.38B AUM 39.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guided Capital Wealth Management's JTEK Position: Q1 2026 in Review

Guided Capital Wealth Management reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 1.3% in Q1 2026, selling an estimated $50.1K and leaving 45,751 shares worth $3.64M. The position accounts for 2.4% of the portfolio, ranked #13.

Guided Capital Wealth Management first reported a position in JTEK in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.19M in Q3 2025. 169 funds tracked by Wall St. Rank hold JTEK as of Q1 2026.

Guided Capital Wealth Management held 45,751 shares of JPMorgan US Tech Leaders ETF worth $3.64M as of Q1 2026.
Guided Capital Wealth Management sold 584 JPMorgan US Tech Leaders ETF shares in Q1 2026, an estimated $50.1K.
JPMorgan US Tech Leaders ETF made up 2.4% of Guided Capital Wealth Management's portfolio in Q1 2026, its #13 holding.
Guided Capital Wealth Management first reported a position in JPMorgan US Tech Leaders ETF in Q1 2025 and has held it in 5 quarters since.
Guided Capital Wealth Management's JPMorgan US Tech Leaders ETF position peaked at $4.19M in Q3 2025.
169 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2026.

Based on Guided Capital Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.