J P Morgan Exchange-traded F shares owned by Triad Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) 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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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 | $1.8M | 32k | 57.10 |
| 2025-06-30 | $713k | 13k | 56.85 |
| 2025-03-31 | $407k | 7.1k | 57.14 |
| 2024-12-31 | $511k | 8.9k | 57.53 |
| 2024-06-30 | $430k | 7.6k | 56.68 |
| 2024-03-31 | $291k | 5.0k | 57.86 |