Fortress Financial Group, LLC J P Morgan Exchange Traded Fd Transaction History

Fortress Financial Group, LLC

$135 Billion
Q4 2025

A detailed history of Fortress Financial Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fortress Financial Group, LLC holds 5,742 shares of JEPI stock, worth $325,801. This represents 0.24% of its overall portfolio holdings.

Number of Shares

5,742

Previous 5,634 1.92%

Holding current value

$325,801

Previous $322 Million 2.16%

% of portfolio

0.24%

Previous 0.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$56.0 - $57.6 $6,048 - $6,220	108 Added 1.92%	5,742 $329 Million
Q3 2025 Nov 06, 2025	BUY	$55.61 - $57.37 $13,068 - $13,481	235 Added 4.35%	5,634 $322 Million
Q2 2025 Aug 14, 2025	BUY	$51.14 - $57.0 $26,439 - $29,469	517 Added 10.59%	5,399 $307 Million
Q1 2025 Apr 11, 2025	BUY	$56.17 - $59.71 $5,729 - $6,090	102 Added 2.13%	4,882 $279 Million
Q4 2024 Feb 05, 2025	BUY	$57.53 - $60.83 $274,993 - $290,767	4,780 New	4,780 $275 Million

Others Institutions Holding JEPI

# of Institutions

1,452

Shares Held

332M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Fortress Financial Group, LLC J P Morgan Exchange Traded Fd Transaction History