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

Private Wealth 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
2026 Q1	$1.9M	Sell	23,905 -540	-2%	-$46.3K	0.15%	71
2025 Q4	$2.2M	Buy	24,445 +6,900	+39%	+$633K	0.16%	67
2025 Q3	$1.61M	Buy	17,545 +200	+1%	+$17.3K	0.12%	75
2025 Q2	$1.46M	Buy	17,345 +1,040	+6%	+$76.4K	0.11%	78
2025 Q1	$1.1M	Sell	16,305 -12,170	-43%	-$935K	0.09%	86
2024 Q4	$2.15M	Hold	28,475	–	–	0.17%	66
2024 Q3	$1.96M	Sell	28,475 -12,600	-31%	-$835K	0.16%	68
2024 Q2	$2.84M	Buy	41,075 +22,825	+125%	+$1.49M	0.21%	54
2024 Q1	$1.21M	Buy	18,250 +8,500	+87%	+$539K	0.1%	78
2023 Q4	$573K	Buy	+9,750	New	+$520K	0.05%	104

Other funds holding JTEK

JP Morgan Chase

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

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

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

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.38B AUM 39.2% 1-Year Est. Return

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