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Householder Group Estate & Retirement Specialist’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$16K Sell
213
-17,581
-99% -$1.3M 0.01% 310
2024
Q3 		$1.22M Sell
17,794
-95
-0.5% -$6.3K 0.36% 62
2024
Q2 		$1.24M Buy
+17,889
New +$1.17M 0.35% 61

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
FA
Fagan Associates Troy, New York $813M AUM 37.92% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's JTEK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 99% in Q4 2024, selling an estimated $1.3M and leaving 213 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #310.

Householder Group Estate & Retirement Specialist first reported a position in JTEK in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.24M in Q2 2024. 70 funds tracked by Wall St. Rank hold JTEK as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 213 shares of JPMorgan US Tech Leaders ETF worth $16K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 17,581 JPMorgan US Tech Leaders ETF shares in Q4 2024, an estimated $1.3M.
  • JPMorgan US Tech Leaders ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #310 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in JPMorgan US Tech Leaders ETF in Q2 2024 and has held it in 3 quarters since.
  • Householder Group Estate & Retirement Specialist's JPMorgan US Tech Leaders ETF position peaked at $1.24M in Q2 2024.
  • 70 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.