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J P Morgan Exchange Traded F shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in J P Morgan Exchange Traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange Traded F by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $12M 182k 66.43
2024-06-30 $11k 183 58.56

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
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 Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

Top funds holding J P Morgan Exchange Traded F

LPL Financial
BKD Wealth Advisors
Bank of New York Mellon
Wealth Enhancement Advisory Services
Advisor Group Holdings
Envestnet Asset Management
Raymond James Financial
CGC Financial Services
Legacy Financial Group
HighTower Advisors
Cetera Investment Advisers
UBS Group
Adviser Investments
Colony
Ameriprise Financial

View all funds holding J P Morgan Exchange Traded F