World Investment Advisors’s JPMorgan US Tech Leaders ETF JTEK Stock Holding History

World Investment 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
2026 Q1	$296K	Sell	3,725 -4,120	-53%	-$353K	﹤0.01%	1264
2025 Q4	$707K	Buy	7,845 +325	+4%	+$29.8K	0.01%	802
2025 Q3	$692K	Buy	7,520 +1,800	+31%	+$155K	0.01%	674
2025 Q2	$483K	Sell	5,720 -480	-8%	-$35.3K	0.01%	745
2025 Q1	$417K	Buy	6,200 +2,600	+72%	+$200K	0.01%	750
2024 Q4	$272K	Sell	3,600 -50	-1%	-$3.71K	0.01%	862
2024 Q3	$251K	Buy	+3,650	New	+$242K	0.01%	801

Other funds holding JTEK

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

World Investment Advisors's JTEK Position: Q1 2026 in Review

World Investment Advisors reduced its JPMorgan US Tech Leaders ETF (JTEK) stake by 53% in Q1 2026, selling an estimated $353K and leaving 3,725 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

World Investment Advisors first reported a position in JTEK in Q3 2024 and has held it in 7 quarters since. The position peaked at $707K in Q4 2025. 169 funds tracked by Wall St. Rank hold JTEK as of Q1 2026.

World Investment Advisors held 3,725 shares of JPMorgan US Tech Leaders ETF worth $296K as of Q1 2026.
World Investment Advisors sold 4,120 JPMorgan US Tech Leaders ETF shares in Q1 2026, an estimated $353K.
JPMorgan US Tech Leaders ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q1 2026, its #1264 holding.
World Investment Advisors first reported a position in JPMorgan US Tech Leaders ETF in Q3 2024 and has held it in 7 quarters since.
World Investment Advisors's JPMorgan US Tech Leaders ETF position peaked at $707K in Q4 2025.
169 funds tracked by Wall St. Rank held JPMorgan US Tech Leaders ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.