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Indie Asset Partners’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Indie Asset Partners’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
2025
Q1 		– Sell
-3,401
Closed -$257K – 108
2024
Q4 		$257K Buy
3,401
+105
+3% +$7.79K 0.2% 86
2024
Q3 		$226K Buy
3,296
+225
+7% +$14.9K 0.17% 106
2024
Q2 		$213K Buy
+3,071
New +$200K 0.17% 90

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
SWM
SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return

Indie Asset Partners's JTEK Position: Q1 2025 in Review

Indie Asset Partners sold out of JPMorgan US Tech Leaders ETF (JTEK) in Q1 2025, closing a stake of 3,401 shares — an estimated $257K sold.

Indie Asset Partners first reported a position in JTEK in Q2 2024 and held it in 3 quarters. The position peaked at $257K in Q4 2024. 99 funds tracked by Wall St. Rank hold JTEK as of Q1 2025.

  • Indie Asset Partners reported no remaining JPMorgan US Tech Leaders ETF position as of Q1 2025 after selling out during the quarter.
  • Indie Asset Partners sold 3,401 JPMorgan US Tech Leaders ETF shares in Q1 2025, an estimated $257K.
  • Indie Asset Partners first reported a position in JPMorgan US Tech Leaders ETF in Q2 2024 and held it in 3 quarters.
  • Indie Asset Partners's JPMorgan US Tech Leaders ETF position peaked at $257K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2025.

Based on Indie Asset Partners's 13F filing for Q1 2025, filed 7 May 2025.