Valley Wealth Managers’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Valley Wealth Managers’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 Q3	$3.41M	Buy	32,376 +967	+3%	+$97.4K	0.19%	104
2026 Q2	$3.5M	Sell	31,409 -13,636	-30%	-$1.35M	0.2%	106
2026 Q1	$3.58M	Sell	45,045 -84	-0.2%	-$7.2K	0.23%	99
2025 Q4	$4.06M	Sell	45,129 -47	-0.1%	-$4.32K	0.26%	87
2025 Q3	$4.15M	Buy	45,176 +10,278	+29%	+$888K	0.27%	80
2025 Q2	$2.95M	Buy	34,898 +1,506	+5%	+$111K	0.21%	102
2025 Q1	$2.24M	Sell	33,392 -4,341	-12%	-$334K	0.17%	108
2024 Q4	$2.86M	Buy	37,733 +12,064	+47%	+$895K	0.21%	99
2024 Q3	$1.76M	Sell	25,669 -128	-0.5%	-$8.48K	0.13%	116
2024 Q2	$1.79M	Buy	+25,797	New	+$1.68M	0.14%	117

Other funds holding JTEK

Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Base Wealth Management Lakewood Ranch, Florida $225M AUM 10.53% 1-Year Est. Return

BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return

Valley Wealth Managers's JTEK Position: Q3 2026 in Review

Valley Wealth Managers increased its JPMorgan US Tech Leaders ETF (JTEK) stake by 3.1% in Q3 2026, buying an estimated $97.4K and bringing the position to 32,376 shares worth $3.41M. The position accounts for 0.19% of the portfolio, ranked #104.

Valley Wealth Managers first reported a position in JTEK in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.15M in Q3 2025. 43 funds tracked by Wall St. Rank hold JTEK as of Q3 2026.

Valley Wealth Managers held 32,376 shares of JPMorgan US Tech Leaders ETF worth $3.41M as of Q3 2026.
Valley Wealth Managers bought 967 JPMorgan US Tech Leaders ETF shares in Q3 2026, an estimated $97.4K.
JPMorgan US Tech Leaders ETF made up 0.19% of Valley Wealth Managers's portfolio in Q3 2026, its #104 holding.
Valley Wealth Managers first reported a position in JPMorgan US Tech Leaders ETF in Q2 2024 and has held it in 10 quarters since.
Valley Wealth Managers's JPMorgan US Tech Leaders ETF position peaked at $4.15M in Q3 2025.
43 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.