Fortress Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History
Fortress Wealth Management, Inc.
- $173 Million
- Q2 2024
A detailed history of Fortress Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 11,698 shares of JEPI stock, worth $691,936. This represents 0.38% of its overall portfolio holdings.
Number of Shares
11,698
Previous 11,554
1.25%
Holding current value
$691,936
Previous $668,000
0.75%
% of portfolio
0.38%
Previous 0.39%
Shares
9 transactions
Others Institutions Holding JEPI
# of Institutions
1,134Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.26 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.67 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.12 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$749 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$420 Million0.14% of portfolio