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 221,935 shares of JCPB stock, worth $10.5 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

221,935

Previous 537,237 58.69%

Holding current value

$10.5 Million

Previous $25.3 Billion 58.26%

% of portfolio

1.36%

Previous 5.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$46.37 - $47.77 $14.6 Million - $15.1 Million	-315,302 Reduced 58.69%	221,935 $10.6 Billion
Q2 2025 Jul 21, 2025	BUY	$45.9 - $47.2 $2.85 Million - $2.93 Million	62,044 Added 13.06%	537,237 $25.3 Billion
Q1 2025 May 14, 2025	BUY	$45.56 - $47.23 $3.03 Million - $3.14 Million	66,510 Added 16.27%	475,193 $22.4 Billion
Q4 2024 Feb 06, 2025	BUY	$46.07 - $48.17 $6.61 Million - $6.91 Million	143,468 Added 54.09%	408,683 $18.8 Billion
Q3 2024 Oct 21, 2024	BUY	$45.87 - $48.53 $4.78 Million - $5.05 Million	104,128 Added 64.64%	265,215 $12.8 Billion
Q2 2024 Jul 18, 2024	BUY	$45.27 - $46.67 $1.29 Million - $1.33 Million	28,466 Added 21.46%	161,087 $7.46 Billion
Q1 2024 Apr 23, 2024	BUY	$46.0 - $47.18 $6.1 Million - $6.26 Million	132,621 New	132,621 $6.19 Billion

Others Institutions Holding JCPB

# of Institutions

420

Shares Held

148M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

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