J P Morgan Exchange-traded F shares owned by Fortress Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Fortress Wealth Management
from 13F filings
Historical chart of Fortress Wealth Management 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 Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $638k | 11k | 59.52 |
| 2024-06-30 | $663k | 12k | 56.68 |
| 2024-03-31 | $669k | 12k | 57.86 |
| 2023-12-31 | $755k | 14k | 54.98 |
| 2023-09-30 | $2.6M | 48k | 53.56 |
| 2023-06-30 | $2.7M | 49k | 55.33 |
| 2023-03-31 | $4.6M | 85k | 54.60 |
| 2022-12-31 | $4.1M | 75k | 54.49 |
| 2022-09-30 | $3.3M | 64k | 51.23 |
| 2022-06-30 | $2.3M | 42k | 55.45 |
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