TSWM
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Tyler-Stone Wealth Management’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-300
Closed -$20.8K – 645
2024
Q2 		$20.8K Buy
+300
New +$19.6K 0.01% 517

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $202M AUM 16.52% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Tyler-Stone Wealth Management's JTEK Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of JPMorgan US Tech Leaders ETF (JTEK) in Q3 2024, closing a stake of 300 shares — an estimated $20.8K sold.

Tyler-Stone Wealth Management first reported a position in JTEK in Q2 2024 and held it in 1 quarter. The position peaked at $20.8K in Q2 2024. 52 funds tracked by Wall St. Rank hold JTEK as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining JPMorgan US Tech Leaders ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 300 JPMorgan US Tech Leaders ETF shares in Q3 2024, an estimated $20.8K.
  • Tyler-Stone Wealth Management first reported a position in JPMorgan US Tech Leaders ETF in Q2 2024 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's JPMorgan US Tech Leaders ETF position peaked at $20.8K in Q2 2024.
  • 52 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.