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JP Morgan US Aggregate Bond shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of JP Morgan US Aggregate Bond (BBAG) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in JP Morgan US Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including JP Morgan US Aggregate Bond held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JP Morgan US Aggregate Bond by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 45k 46.67
2025-06-30 $2.2M 48k 46.17
2025-03-31 $2.5M 55k 46.11
2024-12-31 $2.2M 48k 45.18

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

Top funds holding JP Morgan US Aggregate Bond

Jpmorgan Chase & Co
LPL Financial
Envestnet Asset Management
Bsc Private Wealth Management
Cambridge Investment Research Advisors
Janney Montgomery Scott
Cetera Investment Advisers
Apella Capital
Iron Horse Wealth Management
Morgan Stanley
Wealth Alliance Advisory Group
Park Avenue Securities
Tradition Wealth Management
Heck Capital Advisors
HighTower Advisors

View all funds holding JP Morgan US Aggregate Bond