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

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

Historical chart of Fortress Financial Solutions 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 Solutions 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 Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 49k 57.10
2025-06-30 $3.2M 57k 56.85
2025-03-31 $3.0M 53k 57.14
2024-12-31 $2.9M 50k 57.53

More positions owned by Fortress Financial Solutions

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard World Mega Cap Index (MGC)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Amazon (AMZN)

View all positions for Fortress Financial Solutions

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