85,334 Shares in JPMorgan U.S. Tech Leaders ETF $JTEK Acquired by Welch Financial Planning LLC

Welch Financial Planning LLC purchased a new position in JPMorgan U.S. Tech Leaders ETF (NASDAQ:JTEK) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 85,334 shares of the company’s stock, valued at approximately $7,686,000. JPMorgan U.S. Tech Leaders ETF accounts for 5.6% of Welch Financial Planning LLC’s portfolio, making the stock its 6th biggest holding.

Several other large investors also recently bought and sold shares of the company. Farther Finance Advisors LLC purchased a new stake in shares of JPMorgan U.S. Tech Leaders ETF during the fourth quarter valued at approximately $26,000. Comprehensive Financial Planning Inc. PA boosted its stake in shares of JPMorgan U.S. Tech Leaders ETF by 97.5% in the third quarter. Comprehensive Financial Planning Inc. PA now owns 476 shares of the company’s stock valued at $44,000 after purchasing an additional 235 shares during the period. Advisory Services Network LLC purchased a new position in shares of JPMorgan U.S. Tech Leaders ETF in the third quarter valued at $56,000. Capital Investment Advisory Services LLC acquired a new stake in JPMorgan U.S. Tech Leaders ETF during the 4th quarter valued at $64,000. Finally, Comerica Bank grew its holdings in JPMorgan U.S. Tech Leaders ETF by 80.0% during the 4th quarter. Comerica Bank now owns 900 shares of the company’s stock valued at $81,000 after purchasing an additional 400 shares in the last quarter.

JPMorgan U.S. Tech Leaders ETF Price Performance

Shares of JTEK stock opened at $97.10 on Tuesday. The company’s fifty day moving average price is $85.07 and its two-hundred day moving average price is $88.47. The firm has a market capitalization of $3.83 billion, a P/E ratio of 47.07 and a beta of 1.71. JPMorgan U.S. Tech Leaders ETF has a 12 month low of $70.59 and a 12 month high of $97.86.

JPMorgan U.S. Tech Leaders ETF Company 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.