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

Fortress Wealth Group, LLC

$218 Million
Q3 2025

A detailed history of Fortress Wealth Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 23,527 shares of JCPB stock, worth $1.11 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

23,527

Previous 23,393 0.57%

Holding current value

$1.11 Million

Previous $1.1 Million 1.64%

% of portfolio

0.51%

Previous 0.54%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$46.37 - $47.77 $6,213 - $6,401	134 Added 0.57%	23,527 $1.12 Million
Q2 2025 Aug 05, 2025	SELL	$45.9 - $47.2 $2,937 - $3,020	-64 Reduced 0.27%	23,393 $1.1 Million
Q1 2025 May 02, 2025	BUY	$45.56 - $47.23 $30,844 - $31,974	677 Added 2.97%	23,457 $1.1 Million
Q4 2024 Feb 07, 2025	SELL	$46.07 - $48.17 $10,227 - $10,693	-222 Reduced 0.97%	22,780 $1.05 Million
Q3 2024 Nov 08, 2024	SELL	$45.87 - $48.53 $45,640 - $48,287	-995 Reduced 4.15%	23,002 $1.11 Million

Q2 2024 Jul 31, 2024	BUY	$45.27 - $46.67 $1,358 - $1,400	30 Added 0.13%	23,997 $1.11 Million
Q1 2024 May 13, 2024	BUY	$46.0 - $47.18 $17,756 - $18,211	386 Added 1.64%	23,967 $1.12 Million
Q4 2023 Jan 12, 2024	BUY	$43.49 - $47.47 $59,059 - $64,464	1,358 Added 6.11%	23,581 $1.11 Million
Q3 2023 Oct 12, 2023	SELL	$44.57 - $46.79 $1,069 - $1,122	-24 Reduced 0.11%	22,223 $992,000
Q2 2023 Aug 10, 2023	BUY	$46.41 - $47.75 $31,419 - $32,326	677 Added 3.14%	22,247 $1.04 Million
Q1 2023 May 12, 2023	BUY	$45.84 - $47.89 $988,768 - $1.03 Million	21,570 New	21,570 $1.02 Million

Others Institutions Holding JCPB

# of Institutions

417

Shares Held

150M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
Sector ETFs
Industry ETFs

More about JCPB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortress Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortress Wealth Group, LLC with notifications on news.

Account

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