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 (JGLO) 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 $2.1M 31k 67.77
2025-06-30 $1.8M 28k 64.34
2025-03-31 $1.2M 21k 58.94
2024-12-31 $795k 13k 60.04

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
Envestnet Asset Management
Janney Montgomery Scott
Vestmark Advisory Solutions
Mitsubishi UFJ Asset Management
Assetmark
Morgan Stanley
Susquehanna International
Arlington Financial Advisors
Daymark Wealth Partners
Cambridge Investment Research Advisors
Cetera Investment Advisers
Integrated Wealth Concepts
Flow Traders US

View all funds holding J P Morgan Exchange Traded F