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 59,235 shares of JPIE stock, worth $2.74 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
59,235
Previous 52,055 13.79%
Holding current value
$2.74 Million
Previous $2.41 Billion 14.01%
% of portfolio
0.35%
Previous 0.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$46.01 - $46.55 $330,351 - $334,229
7,180 Added 13.79%
59,235 $2.75 Billion
Q2 2025

Jul 21, 2025
BUY
$45.12 - $46.32 $549,200 - $563,807
12,172 Added 30.52%
52,055 $2.41 Billion
Q1 2025

May 14, 2025
BUY
$45.46 - $46.18 $626,211 - $636,129
13,775 Added 52.76%
39,883 $1.84 Billion
Q4 2024

Feb 06, 2025
BUY
$45.59 - $46.25 $1.19 Million - $1.21 Million
26,108 New
26,108 $1.19 Billion

Others Institutions Holding JPIE

# of Institutions
382
Shares Held
78.9M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JPIE Quotes by TradingView
  • Ticker JPIE
More about JPIE
Track This Portfolio

Track Triad Wealth Partners, LLC Portfolio

Follow Triad Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email