10,845 JPMorgan U.S. Tech Leaders ETF $JTEK Shares Sold by Welch Financial Planning LLC

Welch Financial Planning LLC cut its position in shares of JPMorgan U.S. Tech Leaders ETF (NASDAQ:JTEK) by 13.7% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 68,144 shares of the company’s stock after selling 10,845 shares during the quarter. JPMorgan U.S. Tech Leaders ETF accounts for 4.0% of Welch Financial Planning LLC’s investment portfolio, making the stock its 9th biggest holding. Welch Financial Planning LLC’s holdings in JPMorgan U.S. Tech Leaders ETF were worth $7,168,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Jacobi Capital Management LLC purchased a new stake in JPMorgan U.S. Tech Leaders ETF during the third quarter worth $53,000. Farther Finance Advisors LLC grew its holdings in JPMorgan U.S. Tech Leaders ETF by 420.0% in the third quarter. Farther Finance Advisors LLC now owns 1,482 shares of the company’s stock valued at $156,000 after purchasing an additional 1,197 shares during the last quarter. Waverly Advisors LLC increased its position in shares of JPMorgan U.S. Tech Leaders ETF by 21.3% in the first quarter. Waverly Advisors LLC now owns 1,981 shares of the company’s stock valued at $158,000 after buying an additional 348 shares in the last quarter. Gateway Wealth Partners LLC purchased a new position in shares of JPMorgan U.S. Tech Leaders ETF in the first quarter valued at $207,000. Finally, Comprehensive Financial Planning Inc. PA increased its position in shares of JPMorgan U.S. Tech Leaders ETF by 14.4% in the second quarter. Comprehensive Financial Planning Inc. PA now owns 2,114 shares of the company’s stock valued at $236,000 after buying an additional 266 shares in the last quarter.

JPMorgan U.S. Tech Leaders ETF Stock Down 0.5%

NASDAQ:JTEK opened at $92.11 on Friday. The company has a market capitalization of $4.26 billion, a PE ratio of 47.07 and a beta of 1.81. JPMorgan U.S. Tech Leaders ETF has a 52-week low of $75.25 and a 52-week high of $111.82. The stock has a fifty day simple moving average of $100.27 and a 200-day simple moving average of $96.18.

JPMorgan U.S. Tech Leaders ETF Profile

The JPMorgan U.S. Tech Leaders ETF JPMorgan U.S. Tech Leaders ETF (JTEK) is an exchange-traded fund that mostly invests in stocks based on a particular theme. The fund is an actively managed fund that identifies US equities that are perceived as leaders in technology and technology-enabled industries such as engineering & construction, entertainment, biotechnology, pharmaceuticals, REITs, and energy-alternate sources. JTEK was launched on Oct 4, 2023 and is issued by JPMorgan Chase.