Fortress Wealth Group, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Fortress Wealth Group, LLC

  • $179 Million
  • Q1 2024

A detailed history of Fortress Wealth Group, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 150,933 shares of JEPQ stock, worth $8.37 Million. This represents 4.57% of its overall portfolio holdings.

Number of Shares
150,933
Previous 146,976 2.69%
Holding current value
$8.37 Million
Previous $7.34 Million 11.56%
% of portfolio
4.57%
Previous 4.59%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$49.02 - $54.29 $193,972 - $214,825
3,957 Added 2.69%
150,933 $8.19 Million
Q4 2023

Jan 12, 2024
BUY
$45.1 - $50.32 $6.23 Million - $6.95 Million
138,186 Added 1572.08%
146,976 $7.34 Million
Q3 2023

Oct 12, 2023
BUY
$46.47 - $49.43 $5,483 - $5,832
118 Added 1.36%
8,790 $412,000
Q2 2023

Aug 10, 2023
BUY
$44.13 - $48.37 $382,695 - $419,464
8,672 New
8,672 $419,000

Others Institutions Holding JEPQ

# of Institutions
513
Shares Held
85.7M
Call Options Held
65.2K
Put Options Held
102K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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