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

Fortress Wealth Group, LLC

  • $218 Million
  • Q3 2025

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 48,763 shares of JEPQ stock, worth $2.82 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
48,763
Previous 40,364 20.81%
Holding current value
$2.82 Million
Previous $2.2 Million 27.74%
% of portfolio
1.29%
Previous 1.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$53.81 - $57.52 $451,950 - $483,110
8,399 Added 20.81%
48,763 $2.8 Million
Q2 2025

Aug 05, 2025
SELL
$45.88 - $54.4 $5.34 Million - $6.33 Million
-116,365 Reduced 74.25%
40,364 $2.2 Million
Q1 2025

May 02, 2025
BUY
$51.45 - $58.51 $34,420 - $39,143
669 Added 0.43%
156,729 $8.12 Million
Q4 2024

Feb 07, 2025
SELL
$53.94 - $58.15 $140,136 - $151,073
-2,598 Reduced 1.64%
156,060 $8.8 Million
Q3 2024

Nov 08, 2024
BUY
$49.7 - $56.11 $140,501 - $158,622
2,827 Added 1.81%
158,658 $8.72 Million
Q2 2024

Jul 31, 2024
BUY
$50.84 - $55.56 $249,014 - $272,132
4,898 Added 3.25%
155,831 $8.65 Million
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
908
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
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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