Vertex Planning Partners’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Vertex Planning 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	$12.5M	Buy	157,205 +6,087	+4%	+$522K	2.43%	10
2025 Q4	$13.6M	Buy	151,118 +2,541	+2%	+$233K	3.16%	9
2025 Q3	$13.7M	Buy	148,577 +5,337	+4%	+$461K	2.62%	7
2025 Q2	$12.1M	Buy	143,240 +4,044	+3%	+$297K	2.53%	9
2025 Q1	$9.35M	Buy	139,196 +6,563	+5%	+$504K	2.04%	12
2024 Q4	$10M	Buy	132,633 +23,605	+22%	+$1.75M	2.21%	11
2024 Q3	$7.49M	Buy	109,028 +1,684	+2%	+$112K	1.79%	14
2024 Q2	$7.43M	Buy	+107,344	New	+$7M	1.93%	15

Other funds holding JTEK

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $7.28B AUM 16.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return