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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 (JBND) shares owned by Triad Wealth Partners from 13F filings

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

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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
2025-09-30 $438k 8.1k 54.16
2025-06-30 $492k 9.2k 53.59
2025-03-31 $332k 6.2k 53.52
2024-12-31 $360k 6.9k 52.25

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Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
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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

LPL Financial
Captrust Financial Advisors
Cetera Investment Advisers
Private Advisor
Diversified Portfolios
Baldwin Brothers
Ameriprise Financial
Summit Financial
Berger Financial Group
Jpmorgan Chase & Co
IAG Wealth Partners
Envestnet Asset Management
Royal Bank of Canada
Commonwealth Equity Services
Mml Investors Services

View all funds holding J P Morgan Exchange Traded F