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

Fortress Financial Solutions, LLC

$91.8 Billion
Q3 2025

A detailed history of Fortress Financial Solutions, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fortress Financial Solutions, LLC holds 49,340 shares of JEPI stock, worth $2.8 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares

49,340

Previous 56,616 12.85%

Holding current value

$2.8 Million

Previous $3.22 Billion 12.47%

% of portfolio

3.07%

Previous 4.04%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$55.61 - $57.37 $404,618 - $417,424	-7,276 Reduced 12.85%	49,340 $2.82 Billion
Q2 2025 Aug 12, 2025	BUY	$51.14 - $57.0 $209,878 - $233,928	4,104 Added 7.82%	56,616 $3.22 Billion
Q1 2025 May 01, 2025	BUY	$56.17 - $59.71 $146,772 - $156,022	2,613 Added 5.24%	52,512 $3 Billion
Q4 2024 Jan 29, 2025	BUY	$57.53 - $60.83 $2.87 Million - $3.04 Million	49,899 New	49,899 $2.87 Billion

Others Institutions Holding JEPI

# of Institutions

1,435

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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