Fortress Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History
Fortress Wealth Management, Inc.
- $177 Million
- Q4 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 278,794 shares of JPIE stock, worth $12.9 Million. This represents 7.19% of its overall portfolio holdings.
Number of Shares
278,794
Previous 249,521
11.73%
Holding current value
$12.9 Million
Previous $11.6 Million
9.87%
% of portfolio
7.19%
Previous 6.43%
Shares
9 transactions
Others Institutions Holding JPIE
# of Institutions
273Shares Held
41.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$231 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88.7 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$87 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.85MShares$85.5 Million0.01% of portfolio