Fortress Wealth Management, Inc. JPIE Holdings History
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 $46.18, Fortress Wealth Management, Inc.'s estimated gain on his JPIE holdings is $238,652.66, reflecting a 1.50% gain to date.
Fortress Wealth Management, Inc. JPIE ($46.18) Holding Chart
Fortress Wealth Management, Inc. JPIE ($46.18) 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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