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

Fortress Wealth Group, LLC

  • $179 Million
  • Q1 2024

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 23,967 shares of JCPB stock, worth $1.1 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
23,967
Previous 23,581 1.64%
Holding current value
$1.1 Million
Previous $1.11 Million 0.72%
% of portfolio
0.62%
Previous 0.69%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
236
Shares Held
54M
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
Track This Portfolio

Track Fortress Wealth Group, LLC Portfolio

Follow Fortress Wealth Group, 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 Fortress Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortress Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email