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

Lionsbridge 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 		– Sell
-8,275
Closed -$745K – 63
2025
Q4 		$745K Sell
8,275
-19
-0.2% -$1.74K 0.75% 42
2025
Q3 		$763K Buy
+8,294
New +$716K 0.75% 42

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 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 $8.53B AUM 21.43% 1-Year Est. Return
VC
Vestor Capital Chicago, Illinois $1.59B AUM 51.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Lionsbridge Wealth Management sold out of JPMorgan US Tech Leaders ETF (JTEK) in Q1 2026, closing a stake of 8,275 shares — an estimated $745K sold.

Lionsbridge Wealth Management first reported a position in JTEK in Q3 2025 and held it in 2 quarters. The position peaked at $763K in Q3 2025. 169 funds tracked by Wall St. Rank hold JTEK as of Q1 2026.

  • Lionsbridge Wealth Management reported no remaining JPMorgan US Tech Leaders ETF position as of Q1 2026 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 8,275 JPMorgan US Tech Leaders ETF shares in Q1 2026, an estimated $745K.
  • Lionsbridge Wealth Management first reported a position in JPMorgan US Tech Leaders ETF in Q3 2025 and held it in 2 quarters.
  • Lionsbridge Wealth Management's JPMorgan US Tech Leaders ETF position peaked at $763K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2026.

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