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Visionary Wealth Advisors’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Visionary Wealth Advisors’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
Q4 		– Sell
-4,218
Closed -$290K – 551
2024
Q3 		$290K Sell
4,218
-123
-3% -$8.15K 0.02% 440
2024
Q2 		$301K Buy
+4,341
New +$283K 0.02% 412

Other funds holding JTEK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return

Visionary Wealth Advisors's JTEK Position: Q4 2024 in Review

Visionary Wealth Advisors sold out of JPMorgan US Tech Leaders ETF (JTEK) in Q4 2024, closing a stake of 4,218 shares — an estimated $290K sold.

Visionary Wealth Advisors first reported a position in JTEK in Q2 2024 and held it in 2 quarters. The position peaked at $301K in Q2 2024. 70 funds tracked by Wall St. Rank hold JTEK as of Q4 2024.

  • Visionary Wealth Advisors reported no remaining JPMorgan US Tech Leaders ETF position as of Q4 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 4,218 JPMorgan US Tech Leaders ETF shares in Q4 2024, an estimated $290K.
  • Visionary Wealth Advisors first reported a position in JPMorgan US Tech Leaders ETF in Q2 2024 and held it in 2 quarters.
  • Visionary Wealth Advisors's JPMorgan US Tech Leaders ETF position peaked at $301K in Q2 2024.
  • 70 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q4 2024.

Based on Visionary Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.