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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 (JGRO) 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 $3.2M 34k 93.75
2025-06-30 $2.5M 29k 86.07
2025-03-31 $769k 10k 73.79
2024-12-31 $728k 9.0k 81.03

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
Ameriprise Financial
Captrust Financial Advisors
Jones Financial Companies, L.L
Raymond James Financial
Janney Montgomery Scott
CWM
UBS Group
Commonwealth Equity Services
Royal Bank of Canada
Envestnet Asset Management
Advisor Group Holdings
Correct Capital Wealth Management
Nelson, Van Denburg & Campbell Wealth Management

View all funds holding J P Morgan Exchange Traded F