Fortress Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History
Fortress Wealth Management, Inc.
- $180 Million
- Q3 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 10,725 shares of JEPI stock, worth $637,923. This represents 0.35% of its overall portfolio holdings.
Number of Shares
10,725
Previous 11,698
8.32%
Holding current value
$637,923
Previous $663,000
3.77%
% of portfolio
0.35%
Previous 0.38%
Shares
10 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
279MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.34 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.83 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.33 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$744 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$424 Million0.09% of portfolio