Fortress Financial Solutions, LLC JEPI Holdings History
Fortress Financial Solutions, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Fortress Financial Solutions, LLC held 52,512.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $3.00 Mil. This investment constitutes 4.34% of their stock portfolio, and Fortress Financial Solutions, LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q4. And since then Fortress Financial Solutions, LLC has made 1 purchases of JEPI, at an average price of $59.32, for a total of 52,512.00 shares. Based on historical transaction data and JEPI's current price of $56.97, Fortress Financial Solutions, LLC's estimated gain on his JEPI holdings is $-123,627.36, reflecting a -3.97% gain to date.
Fortress Financial Solutions, LLC JEPI ($56.97) Holding Chart
Fortress Financial Solutions, LLC JEPI ($56.97) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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