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Harbor Asset Planning’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Harbor Asset Planning’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
-214
Closed -$19.3K – 435
2025
Q4 		$19.3K Buy
+214
New +$19.6K 0.02% 295

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 $651M AUM 15.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B 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 $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

Harbor Asset Planning's JTEK Position: Q1 2026 in Review

Harbor Asset Planning sold out of JPMorgan US Tech Leaders ETF (JTEK) in Q1 2026, closing a stake of 214 shares — an estimated $19.3K sold.

Harbor Asset Planning first reported a position in JTEK in Q4 2025 and held it in 1 quarter. The position peaked at $19.3K in Q4 2025. 169 funds tracked by Wall St. Rank hold JTEK as of Q1 2026.

  • Harbor Asset Planning reported no remaining JPMorgan US Tech Leaders ETF position as of Q1 2026 after selling out during the quarter.
  • Harbor Asset Planning sold 214 JPMorgan US Tech Leaders ETF shares in Q1 2026, an estimated $19.3K.
  • Harbor Asset Planning first reported a position in JPMorgan US Tech Leaders ETF in Q4 2025 and held it in 1 quarter.
  • Harbor Asset Planning's JPMorgan US Tech Leaders ETF position peaked at $19.3K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.