Wealth Enhancement Advisory Services’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

Wealth Enhancement Advisory Services’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	$945K	Sell	8,911 -130	-1%	-$13.1K	﹤0.01%	2221
2026 Q2	$946K	Sell	9,041 -3,577	-28%	-$355K	﹤0.01%	2112
2026 Q1	$1.02M	Buy	12,618 +196	+2%	+$16.8K	﹤0.01%	1783
2025 Q4	$1.16M	Sell	12,422 -3,573	-22%	-$328K	﹤0.01%	1854
2025 Q3	$1.48M	Sell	15,995 -1,158	-7%	-$100K	﹤0.01%	1624
2025 Q2	$1.45M	Sell	17,153 -1,706	-9%	-$125K	﹤0.01%	1522
2025 Q1	$1.27M	Buy	18,859 +668	+4%	+$51.3K	﹤0.01%	1490
2024 Q4	$1.38M	Buy	+18,191	New	+$1.35M	﹤0.01%	1375

Other funds holding JTEK

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

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

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

BPW

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

UIA

Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wealth Enhancement Advisory Services's JTEK Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 1.4% in Q3 2026, selling an estimated $13.1K and leaving 8,911 shares worth $945K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Wealth Enhancement Advisory Services first reported a position in JTEK in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.48M in Q3 2025. 21 funds tracked by Wall St. Rank hold JTEK as of Q3 2026.

Wealth Enhancement Advisory Services held 8,911 shares of JPMorgan US Tech Leaders ETF worth $945K as of Q3 2026.
Wealth Enhancement Advisory Services sold 130 JPMorgan US Tech Leaders ETF shares in Q3 2026, an estimated $13.1K.
JPMorgan US Tech Leaders ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2221 holding.
Wealth Enhancement Advisory Services first reported a position in JPMorgan US Tech Leaders ETF in Q4 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's JPMorgan US Tech Leaders ETF position peaked at $1.48M in Q3 2025.
21 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.