Number of Shares
341,851.00
Current Holdings Value*
$15.83 Mil
% of Portfolio
7.64%
Total Estimate Gain
$248,908.20
% of Total Estimate Gain
1.57%

Fortress Wealth Management, Inc.'s JPMorgan Income ETF Holding Summary

As of 2025-06-30, Fortress Wealth Management, Inc. held 341,851.00 shares of JPMorgan Income ETF(JPIE), totaling $15.83 Mil. This investment constitutes 7.64% of their stock portfolio, and Fortress Wealth Management, Inc. now holds 0.39% of the outstanding JPMorgan Income ETF(JPIE) stock.

The initial trade took place in 2022Q4. And since then Fortress Wealth Management, Inc. has made 9 purchases of JPIE, at an average price of $45.46, for a total of 349,201.00 shares. In addition, there have been 3 sales at an average price of $44.90 for 7,350.00 shares. Based on historical transaction data and JPIE's current price of $46.21, Fortress Wealth Management, Inc.'s estimated gain on his JPIE holdings is $248,908.20, reflecting a 1.57% gain to date.

Fortress Wealth Management, Inc. JPIE ($46.21) Holding Chart

Fortress Wealth Management, Inc. JPIE ($46.21) 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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