Triad Wealth Partners, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025

A detailed history of Triad Wealth Partners, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 33,467 shares of JAVA stock, worth $2.18 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
33,467
Previous 19,536 71.31%
Holding current value
$2.18 Million
Previous $1.24 Billion 76.59%
% of portfolio
0.44%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$56.84 - $65.5 $791,838 - $912,480
13,931 Added 71.31%
33,467 $2.19 Billion
Q1 2025

May 14, 2025
BUY
$61.9 - $66.89 $685,233 - $740,472
11,070 Added 130.76%
19,536 $1.24 Billion
Q4 2024

Feb 06, 2025
BUY
$63.01 - $68.55 $533,442 - $580,344
8,466 New
8,466 $536 Million

Others Institutions Holding JAVA

# of Institutions
235
Shares Held
51.3M
Call Options Held
10.4K
Put Options Held
1.4K
View Full List

About JP MORGAN ETF FD TR ACTIVE VAL

JAVA Quotes by TradingView
  • Ticker JAVA
  • Sector ETFs
  • Industry ETFs
More about JAVA
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