Fortress Wealth Group, LLC J P Morgan Exchange Traded Fd Transaction History
Fortress Wealth Group, LLC
- $203 Million
- Q2 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 19,248 shares of JEPI stock, worth $1.08 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
19,248
Previous 19,654
2.07%
Holding current value
$1.08 Million
Previous $1.12 Million
2.58%
% of portfolio
0.54%
Previous 0.58%
Shares
12 transactions
Others Institutions Holding JEPI
# of Institutions
1,397Shares Held
747MCall Options Held
824KPut Options Held
640K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$22.5 Billion3.64% of portfolio
-
Morgan Stanley New York, NY45.8MShares$2.57 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC33.4MShares$1.87 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.58 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$921 Million0.2% of portfolio