Kovitz Investment Group Partners
JTEK icon

Kovitz Investment Group Partners’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Kovitz Investment Group 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
Q4 		– Sell
-3,554
Closed -$327K – 920
2025
Q3 		$327K Buy
3,554
+301
+9% +$26K ﹤0.01% 1169
2025
Q2 		$275K Buy
+3,253
New +$239K ﹤0.01% 1171

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VC
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UBS Group
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HFS
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MMA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Kovitz Investment Group Partners's JTEK Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of JPMorgan US Tech Leaders ETF (JTEK) in Q4 2025, closing a stake of 3,554 shares — an estimated $327K sold.

Kovitz Investment Group Partners first reported a position in JTEK in Q2 2025 and held it in 2 quarters. The position peaked at $327K in Q3 2025. 164 funds tracked by Wall St. Rank hold JTEK as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining JPMorgan US Tech Leaders ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,554 JPMorgan US Tech Leaders ETF shares in Q4 2025, an estimated $327K.
  • Kovitz Investment Group Partners first reported a position in JPMorgan US Tech Leaders ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's JPMorgan US Tech Leaders ETF position peaked at $327K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.