Triad Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Triad Wealth Partners, LLC

$775 Billion
Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 7,384 shares of JMEE stock, worth $463,272. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,384

Previous 6,289 17.41%

Holding current value

$463,272

Previous $372 Million 25.78%

% of portfolio

0.06%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$59.19 - $64.47 $64,813 - $70,594	1,095 Added 17.41%	7,384 $468 Million
Q2 2025 Jul 21, 2025	SELL	$49.07 - $59.23 $169,684 - $204,817	-3,458 Reduced 35.48%	6,289 $372 Million
Q1 2025 May 14, 2025	SELL	$54.51 - $63.63 $678,158 - $791,620	-12,441 Reduced 56.07%	9,747 $546 Million
Q4 2024 Feb 06, 2025	SELL	$60.1 - $66.4 $1.38 Million - $1.53 Million	-23,026 Reduced 50.93%	22,188 $1.34 Billion
Q3 2024 Oct 21, 2024	SELL	$55.81 - $61.01 $951,895 - $1.04 Million	-17,056 Reduced 27.39%	45,214 $2.76 Billion

Q2 2024 Jul 18, 2024	BUY	$54.31 - $58.29 $530,500 - $569,376	9,768 Added 18.61%	62,270 $3.53 Billion
Q1 2024 Apr 23, 2024	BUY	$51.82 - $58.53 $2.72 Million - $3.07 Million	52,502 New	52,502 $3.07 Billion

Others Institutions Holding JMEE

# of Institutions

157

Shares Held

23.6M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JMEE
Sector ETFs
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Triad Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History