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

IHT 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	$687K	Sell	8,639 -111	-1%	-$9.51K	0.02%	712
2025 Q4	$746K	Sell	8,750 -8,138	-48%	-$747K	0.02%	626
2025 Q3	$1.59M	Buy	16,888 +14,380	+573%	+$1.24M	0.04%	389
2025 Q2	$212K	Sell	2,508 -552	-18%	-$40.6K	0.01%	1064
2025 Q1	$220K	Sell	3,060 -14,332	-82%	-$1.1M	0.01%	985
2024 Q4	$1.32M	Buy	+17,392	New	+$1.29M	0.04%	366

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 $7.29B AUM 16.22% 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

IHT Wealth Management's JTEK Position: Q1 2026 in Review

IHT Wealth Management reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 1.3% in Q1 2026, selling an estimated $9.51K and leaving 8,639 shares worth $687K. The position accounts for 0.02% of the portfolio, ranked #712.

IHT Wealth Management first reported a position in JTEK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.59M in Q3 2025. 169 funds tracked by Wall St. Rank hold JTEK as of Q1 2026.

IHT Wealth Management held 8,639 shares of JPMorgan US Tech Leaders ETF worth $687K as of Q1 2026.
IHT Wealth Management sold 111 JPMorgan US Tech Leaders ETF shares in Q1 2026, an estimated $9.51K.
JPMorgan US Tech Leaders ETF made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #712 holding.
IHT Wealth Management first reported a position in JPMorgan US Tech Leaders ETF in Q4 2024 and has held it in 6 quarters since.
IHT Wealth Management's JPMorgan US Tech Leaders ETF position peaked at $1.59M in Q3 2025.
169 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.