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 10,497 shares of JPIE stock, worth $483,176. This represents 0.25% of its overall portfolio holdings.

Number of Shares

10,497

Previous 10,222 2.69%

Holding current value

$483,176

Previous $466,000 3.65%

% of portfolio

0.25%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$45.46 - $46.18 $12,501 - $12,699	275 Added 2.69%	10,497 $483,000
Q4 2024 Feb 07, 2025	SELL	$45.59 - $46.25 $6,884 - $6,983	-151 Reduced 1.46%	10,222 $466,000
Q3 2024 Nov 08, 2024	SELL	$45.17 - $46.39 $5,555 - $5,705	-123 Reduced 1.17%	10,373 $481,000
Q2 2024 Jul 31, 2024	BUY	$44.81 - $45.47 $2,598 - $2,637	58 Added 0.56%	10,496 $477,000
Q1 2024 May 13, 2024	BUY	$45.21 - $45.87 $10,307 - $10,458	228 Added 2.23%	10,438 $475,000
Q4 2023 Jan 12, 2024	BUY	$43.78 - $45.84 $23,247 - $24,341	531 Added 5.49%	10,210 $465,000
Q3 2023 Oct 12, 2023	BUY	$44.22 - $45.5 $1,326 - $1,365	30 Added 0.31%	9,679 $429,000
Q2 2023 Aug 10, 2023	BUY	$45.13 - $45.92 $12,185 - $12,398	270 Added 2.88%	9,649 $436,000
Q1 2023 May 12, 2023	BUY	$44.82 - $46.38 $420,366 - $434,998	9,379 New	9,379 $429,000

Others Institutions Holding JPIE

# of Institutions

307

Shares Held

52.6M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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