J P MORGAN EXCHANGE TRADED F

Ticker: JCPB CUSIP: 46641Q670 Class: CORE PLUS BD ETF

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 247,937 Value ($000) $11,740 Avg Close — Range —
Q3 2025
Shares 221,935 Value ($000) $10,553 Avg Close — Range —
Q2 2025
Shares 537,237 Value ($000) $25,282 Avg Close — Range —
Q1 2025
Shares 475,193 Value ($000) $22,353 Avg Close — Range —
Q4 2024
Shares 408,683 Value ($000) $18,828 Avg Close — Range —
Q3 2024
Shares 265,215 Value ($000) $12,794 Avg Close — Range —
Q2 2024
Shares 161,087 Value ($000) $7,463 Avg Close — Range —
Q1 2024
Shares 132,621 Value ($000) $6,186 Avg Close — Range —