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

Fortress Wealth Group, LLC

  • $194 Million
  • Q1 2025

A detailed history of Fortress Wealth Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 23,457 shares of JCPB stock, worth $1.1 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
23,457
Previous 22,780 2.97%
Holding current value
$1.1 Million
Previous $1.05 Million 5.15%
% of portfolio
0.57%
Previous 0.52%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$45.56 - $47.23 $30,844 - $31,974
677 Added 2.97%
23,457 $1.1 Million
Q4 2024

Feb 07, 2025
SELL
$46.07 - $48.17 $10,227 - $10,693
-222 Reduced 0.97%
22,780 $1.05 Million
Q3 2024

Nov 08, 2024
SELL
$45.87 - $48.53 $45,640 - $48,287
-995 Reduced 4.15%
23,002 $1.11 Million
Q2 2024

Jul 31, 2024
BUY
$45.27 - $46.67 $1,358 - $1,400
30 Added 0.13%
23,997 $1.11 Million
Q1 2024

May 13, 2024
BUY
$46.0 - $47.18 $17,756 - $18,211
386 Added 1.64%
23,967 $1.12 Million
Q4 2023

Jan 12, 2024
BUY
$43.49 - $47.47 $59,059 - $64,464
1,358 Added 6.11%
23,581 $1.11 Million
Q3 2023

Oct 12, 2023
SELL
$44.57 - $46.79 $1,069 - $1,122
-24 Reduced 0.11%
22,223 $992,000
Q2 2023

Aug 10, 2023
BUY
$46.41 - $47.75 $31,419 - $32,326
677 Added 3.14%
22,247 $1.04 Million
Q1 2023

May 12, 2023
BUY
$45.84 - $47.89 $988,768 - $1.03 Million
21,570 New
21,570 $1.02 Million

Others Institutions Holding JCPB

# of Institutions
356
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

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