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Mowery & Schoenfeld Wealth Management’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Mowery & Schoenfeld 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
2025
Q2 		– Sell
-398
Closed -$26.7K – 436
2025
Q1 		$26.7K Buy
+398
New +$30.6K 0.05% 181

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return
FS
Financially Speaking Greenwood Village, Colorado $20.6M AUM 24.93% 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

Mowery & Schoenfeld Wealth Management's JTEK Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of JPMorgan US Tech Leaders ETF (JTEK) in Q2 2025, closing a stake of 398 shares — an estimated $26.7K sold.

Mowery & Schoenfeld Wealth Management first reported a position in JTEK in Q1 2025 and held it in 1 quarter. The position peaked at $26.7K in Q1 2025. 109 funds tracked by Wall St. Rank hold JTEK as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining JPMorgan US Tech Leaders ETF position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 398 JPMorgan US Tech Leaders ETF shares in Q2 2025, an estimated $26.7K.
  • Mowery & Schoenfeld Wealth Management first reported a position in JPMorgan US Tech Leaders ETF in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's JPMorgan US Tech Leaders ETF position peaked at $26.7K in Q1 2025.
  • 109 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.