Fortress Financial Group, LLC J P Morgan Exchange Traded Fd Transaction History

Fortress Financial Group, LLC

  • $118 Billion
  • Q2 2025

A detailed history of Fortress Financial Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fortress Financial Group, LLC holds 5,399 shares of JEPI stock, worth $302,344. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,399
Previous 4,882 10.59%
Holding current value
$302,344
Previous $279 Million 10.02%
% of portfolio
0.26%
Previous 0.28%

Shares

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

Aug 14, 2025
BUY
$51.14 - $57.0 $26,439 - $29,469
517 Added 10.59%
5,399 $307 Million
Q1 2025

Apr 11, 2025
BUY
$56.17 - $59.71 $5,729 - $6,090
102 Added 2.13%
4,882 $279 Million
Q4 2024

Feb 05, 2025
BUY
$57.53 - $60.83 $274,993 - $290,767
4,780 New
4,780 $275 Million

Others Institutions Holding JEPI

# of Institutions
1,400
Shares Held
747M
Call Options Held
839K
Put Options Held
634K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

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