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Plante Moran Financial Advisors’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Plante Moran Financial Advisors’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 		$6.68K Hold
84
– – ﹤0.01% 549
2025
Q4 		$7.57K Hold
84
– – ﹤0.01% 600
2025
Q3 		$7.72K Hold
84
– – ﹤0.01% 574
2025
Q2 		$7.09K Hold
84
– – ﹤0.01% 608
2025
Q1 		$5.64K Hold
84
– – ﹤0.01% 636
2024
Q4 		$6.36K Hold
84
– – ﹤0.01% 653
2024
Q3 		$5.77K Buy
+84
New +$5.57K ﹤0.01% 669

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
VC
Vestor Capital Chicago, Illinois $1.38B AUM 39.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Plante Moran Financial Advisors's JTEK Position: Q1 2026 in Review

Plante Moran Financial Advisors held its JPMorgan US Tech Leaders ETF (JTEK) position steady in Q1 2026 at 84 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Plante Moran Financial Advisors first reported a position in JTEK in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.72K in Q3 2025. 169 funds tracked by Wall St. Rank hold JTEK as of Q1 2026.

  • Plante Moran Financial Advisors held 84 shares of JPMorgan US Tech Leaders ETF worth $6.68K as of Q1 2026.
  • Plante Moran Financial Advisors left its JPMorgan US Tech Leaders ETF share count unchanged in Q1 2026.
  • JPMorgan US Tech Leaders ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #549 holding.
  • Plante Moran Financial Advisors first reported a position in JPMorgan US Tech Leaders ETF in Q3 2024 and has held it in 7 quarters since.
  • Plante Moran Financial Advisors's JPMorgan US Tech Leaders ETF position peaked at $7.72K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.