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 222,442 shares of JPIE stock, worth $10.3 Million. This represents 5.84% of its overall portfolio holdings.
Number of Shares
222,442
Previous 222,982
0.24%
Holding current value
$10.3 Million
Previous $10.2 Million
0.46%
% of portfolio
5.84%
Previous 5.96%
Shares
7 transactions
Others Institutions Holding JPIE
# of Institutions
203Shares Held
26.4MCall Options Held
0Put Options Held
0-
Heritage Financial Services, LLC2.25MShares$105 Million15.11% of portfolio
-
Jpmorgan Chase & CO New York, NY2.04MShares$94.3 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.91MShares$88.5 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.54MShares$71.4 Million0.87% of portfolio
-
Bank Of America Corp Charlotte, NC1.21MShares$56.1 Million0.0% of portfolio