Monterey Private Wealth’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Monterey Private Wealth’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	$213K	Buy	+3,175	New	+$244K	0.06%	129

Other funds holding JTEK

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

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

VPP

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

TWM

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

SWM

SilverOak Wealth Management Edina, Minnesota $632M AUM 18.6% 1-Year Est. Return

FFG

Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return

Monterey Private Wealth's JTEK Position: Q1 2025 in Review

Monterey Private Wealth opened a new position in JPMorgan US Tech Leaders ETF (JTEK) in Q1 2025: 3,175 shares worth $213K. The stake represents 0.06% of the portfolio and ranks #129 among its holdings.

99 funds tracked by Wall St. Rank hold JTEK as of Q1 2025.

Monterey Private Wealth held 3,175 shares of JPMorgan US Tech Leaders ETF worth $213K as of Q1 2025.
JPMorgan US Tech Leaders ETF was a new Monterey Private Wealth position in Q1 2025.
JPMorgan US Tech Leaders ETF made up 0.06% of Monterey Private Wealth's portfolio in Q1 2025, its #129 holding.
99 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.