Triad Wealth Partners »

J P Morgan Exchange-traded F shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JAVA) 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 40k 68.96
2025-06-30 $2.2M 34k 65.50
2025-03-31 $1.2M 20k 63.54
2024-12-31 $536k 8.5k 63.30

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 J P Morgan Exchange-traded F

Jpmorgan Chase & Co
LPL Financial
Sagespring Wealth Partners
Dynasty Wealth Management
Ameriprise Financial
Janney Montgomery Scott
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
Nelson, Van Denburg & Campbell Wealth Management
Pnc Financial Services
Commonwealth Equity Services
Orrstown Financial Services
UBS Group
Stephenson National Bank & Trust

View all funds holding J P Morgan Exchange-traded F