SEC 13F Intelligence

Triangle Securities Wealth Management / JAVA

Triangle Securities Wealth Management’s J P Morgan Exchange Traded F Position

Does Triangle Securities Wealth Management own J P Morgan Exchange Traded F (JAVA)? Yes253.0K shares worth $20M (+3.99% of its 13F portfolio) as of Q2 2026, up from 248.2K shares the prior filed quarter.

Position Value
$20M
Q2 2026
Shares
253.0K
% of Portfolio
+3.99%
Quarters Held
12
currently held

Position History JAVA

Reported value by quarter
Q3 ’23: $228,716Q3 ’23Q4 ’23: $1MQ1 ’24: $2MQ1 ’24Q2 ’24: $3MQ3 ’24: $15MQ3 ’24Q4 ’24: $15MQ1 ’25: $15MQ1 ’25Q2 ’25: $16MQ3 ’25: $17MQ3 ’25Q4 ’25: $17MQ1 ’26: $18MQ1 ’26Q2 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026253.0K$20M+3.99%
Q1 2026248.2K$18M+4.04%
Q4 2025240.7K$17M+3.64%
Q3 2025240.7K$17M+3.76%
Q2 2025240.3K$16M+3.87%
Q1 2025237.9K$15M+3.89%
Q4 2024234.7K$15M+3.81%
Q3 2024227.5K$15M+3.77%
Q2 202450.5K$3M+0.84%
Q1 202435.2K$2M+0.60%
Q4 202321.3K$1M+0.37%
Q3 20234.5K$228,716+0.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triangle Securities Wealth Management’s full portfolio or all institutional holders of JAVA.