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

Welch Financial Planning LLC lowered its holdings in JPMorgan U.S. Tech Leaders ETF (NASDAQ:JTEK) by 13.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm 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 about 4.0% of Welch Financial Planning LLC’s holdings, making the stock its 9th biggest position. Welch Financial Planning LLC owned about 0.15% of JPMorgan U.S. Tech Leaders ETF worth $7,168,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in JTEK. Jacobi Capital Management LLC purchased a new position in shares of JPMorgan U.S. Tech Leaders ETF in the 3rd quarter valued at about $53,000. Farther Finance Advisors LLC lifted its stake in shares of 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 period. Waverly Advisors LLC boosted its holdings in JPMorgan U.S. Tech Leaders ETF by 21.3% during the first quarter. Waverly Advisors LLC now owns 1,981 shares of the company’s stock worth $158,000 after buying an additional 348 shares in the last quarter. Gateway Wealth Partners LLC purchased a new stake in JPMorgan U.S. Tech Leaders ETF during the first quarter worth about $207,000. Finally, Comprehensive Financial Planning Inc. PA boosted its holdings in JPMorgan U.S. Tech Leaders ETF by 14.4% during the second quarter. Comprehensive Financial Planning Inc. PA now owns 2,114 shares of the company’s stock worth $236,000 after buying an additional 266 shares in the last quarter.

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

Shares of JTEK opened at $92.11 on Friday. The firm’s 50-day moving average is $100.27 and its two-hundred day moving average is $96.18. JPMorgan U.S. Tech Leaders ETF has a twelve month low of $75.25 and a twelve month high of $111.82. The firm has a market capitalization of $4.26 billion, a P/E ratio of 47.07 and a beta of 1.81.

About JPMorgan U.S. Tech Leaders ETF

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.