Ulland Investment Advisors’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.89M | Sell |
22,328
-587
| -3% | -$49.6K | 1.44% | 21 |
|
2025
Q1 | $1.54M | Buy |
22,915
+1,859
| +9% | +$125K | 1.29% | 21 |
|
2024
Q4 | $1.59M | Buy |
21,056
+1,692
| +9% | +$128K | 1.02% | 20 |
|
2024
Q3 | $1.33M | Sell |
19,364
-1,498
| -7% | -$103K | 0.97% | 23 |
|
2024
Q2 | $1.45M | Buy |
20,862
+136
| +0.7% | +$9.42K | 1% | 24 |
|
2024
Q1 | $1.37M | Buy |
+20,726
| New | +$1.37M | 1.09% | 23 |
|