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J P Morgan Exchange-traded F shares owned by Fortress Financial Group

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Fortress Financial Group from 13F filings

Historical chart of Fortress Financial Group investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Fortress Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Fortress Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $322k 5.6k 57.10
2025-06-30 $307k 5.4k 56.85
2025-03-31 $279k 4.9k 57.14

More positions owned by Fortress Financial Group

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr S&P SML 600 GWT (IJT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Intl Div (BIDD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)
International Business Machines (IBM)

View all positions for Fortress Financial Group

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
Royal Bank of Canada
UBS Group
Raymond James Financial
Nationwide Fund Advisors
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
LPL Financial
Atlantic Trust
HighTower Advisors
RiverFront Investment Group

View all funds holding J P Morgan Exchange-traded F