Fortress Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History

Fortress Wealth Management, Inc.

$164 Million
Q1 2025

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 319,005 shares of JPIE stock, worth $14.7 Million. This represents 8.97% of its overall portfolio holdings.

Number of Shares

319,005

Previous 278,794 14.42%

Holding current value

$14.7 Million

Previous $12.7 Million 15.55%

% of portfolio

8.97%

Previous 7.19%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$45.46 - $46.18 $1.83 Million - $1.86 Million	40,211 Added 14.42%	319,005 $14.7 Million
Q4 2024 Jan 22, 2025	BUY	$45.59 - $46.25 $1.33 Million - $1.35 Million	29,273 Added 11.73%	278,794 $12.7 Million
Q3 2024 Oct 18, 2024	BUY	$45.17 - $46.39 $1.22 Million - $1.26 Million	27,079 Added 12.17%	249,521 $11.6 Million
Q2 2024 Jul 16, 2024	SELL	$44.81 - $45.47 $24,197 - $24,553	-540 Reduced 0.24%	222,442 $10.1 Million
Q1 2024 Apr 19, 2024	SELL	$45.21 - $45.87 $97,382 - $98,803	-2,154 Reduced 0.96%	222,982 $10.2 Million
Q4 2023 Feb 12, 2024	SELL	$43.78 - $45.84 $203,839 - $213,431	-4,656 Reduced 2.03%	225,136 $10.3 Million
Q3 2023 Nov 14, 2023	BUY	$44.22 - $45.5 $675,150 - $694,694	15,268 Added 7.12%	229,792 $10.2 Million
Q2 2023 Jul 26, 2023	BUY	$45.13 - $45.92 $2.58 Million - $2.63 Million	57,166 Added 36.33%	214,524 $9.7 Million
Q1 2023 Apr 20, 2023	BUY	$44.82 - $46.38 $4.18 Million - $4.33 Million	93,312 Added 145.7%	157,358 $7.2 Million
Q4 2022 Jan 17, 2023	BUY	$43.89 - $45.62 $2.81 Million - $2.92 Million	64,046 New	64,046 $0

Others Institutions Holding JPIE

# of Institutions

285

Shares Held

44.8M

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 Management, Inc. J P Morgan Exchange Traded Fd Transaction History