Vertex Planning Partners’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	$12.1M	Buy	143,240 +4,044	+3%	+$342K	2.53%	9
2025 Q1	$9.35M	Buy	139,196 +6,563	+5%	+$441K	2.04%	12
2024 Q4	$10M	Buy	132,633 +23,605	+22%	+$1.79M	2.21%	11
2024 Q3	$7.49M	Buy	109,028 +1,684	+2%	+$116K	1.79%	14
2024 Q2	$7.43M	Buy	+107,344	New	+$7.43M	1.93%	15