J P Morgan Exchange-traded F shares owned by Fortress Wealth Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Fortress Wealth Group
from 13F filings
Historical chart of Fortress Wealth Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Fortress Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 24k | 55.12 |
| 2023-09-30 | $7.3M | 139k | 52.40 |
| 2023-06-30 | $7.8M | 141k | 55.62 |
| 2023-03-31 | $7.6M | 140k | 54.60 |
| 2022-12-31 | $6.6M | 121k | 54.49 |
| 2022-09-30 | $3.9M | 77k | 51.24 |