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 249,521 shares of JPIE stock, worth $11.4 Million. This represents 6.43% of its overall portfolio holdings.

Number of Shares

249,521

Previous 222,442 12.17%

Holding current value

$11.4 Million

Previous $10.1 Million 14.47%

% of portfolio

6.43%

Previous 5.84%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

235

Shares Held

35.7M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortress Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fortress Wealth Management, Inc. with notifications on news.

Account

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