Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Kayne Anderson Rudnick Investment 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
2025 Q2	–	Sell	-47	Closed	-$3.18K	–	1108
2025 Q1	$3.18K	Buy	+47	New	+$3.61K	﹤0.01%	763

Other funds holding JTEK

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Financially Speaking Greenwood Village, Colorado $20.6M AUM 24.93% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return