Fortress Wealth Management, Inc. JPST — J P MORGAN EXCHANGE-TRADED F

Ownership history in Fortress Wealth Management, Inc.  ·  16 quarters on record

AI Ownership Summary

Fortress Wealth Management, Inc. reported J P MORGAN EXCHANGE-TRADED F (JPST) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.63% in 2023 Q4. The latest visible filing shows JPST at 0.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fortress Wealth Management, Inc.'s position in J P MORGAN EXCHANGE-TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

JPST was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.63% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JPST stock page Fortress Wealth Management, Inc. fund profile Fortress Wealth Management, Inc. full holdings
How Fortress Wealth Management, Inc. held JPST — position size vs. price
% of Fund (quarterly)    JPST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 9.8% +1.1% ❌ 26,058 -2,836 -9.8% 0.59% $1.3M 2025-11-14 (Est.) $49.43
2025 Q2 REDUCED — — — 28,894 -106 -0.4% 0.71% $1.5M 2025-07-10 $48.60
2025 Q1 REDUCED 8.7% +1.2% ❌ 29,000 -2,763 -8.7% 0.76% $1.5M 2025-05-02 $48.18
2024 Q4 REDUCED 25.9% +1.3% ❌ 31,763 -11,082 -25.9% 0.78% $1.6M 2025-01-22 $47.51
2024 Q3 REDUCED — — — 42,845 -113 -0.3% 1.09% $2.2M 2024-10-18 $47.00
2024 Q2 REDUCED — — — 42,958 -747 -1.7% 1.11% $2.2M 2024-07-16 $46.26
2024 Q1 REDUCED 26.8% +1.4% ❌ 43,705 -15,979 -26.8% 1.14% $2.2M 2024-04-19 $45.56
2023 Q4 REDUCED 79.5% +1.3% ❌ 59,684 -231,459 -79.5% 1.63% $3.0M 2024-02-12 $45.16
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPST

As of 2026 Q1 — sorted by position size

Financially Speaking Inc 36.63% Ridgepath Capital Management LLC 23.62% Fluent Financial, LLC 3Y 7Y 23.24% Cornerstone Management, Inc. 16.57% FOSTER DYKEMA CABOT & PARTNERS, LLC 15.32% Ridgeline Wealth Planning, LLC 14.54% Mainstream Capital Management LLC 14.0% LANE BROTHERS & CO INC 12.95% Phoenix Wealth Advisors 3Y 12.93% Cobblestone Asset Management LLC 12.43%

FAQ About Fortress Wealth Management, Inc. and JPST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fortress Wealth Management, Inc. reported owning JPST?

Fortress Wealth Management, Inc. reported JPST across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported JPST position in Fortress Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for JPST was 1.63% in 2023 Q4.

What is the latest reported JPST position on this page?

The most recent filing on this page is 2025 Q3, when Fortress Wealth Management, Inc. reported 26,058 shares, equal to 0.59% of portfolio, with an estimated market value of $1.3M.

What does the chart on this JPST ownership page compare?

The chart compares Fortress Wealth Management, Inc.'s quarterly JPST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Fortress Wealth Management, Inc. time their JPST position?

Based on 13F filing dates vs. subsequent JPST price moves, Fortress Wealth Management, Inc. correctly timed 5 out of 15 reported position changes (33%). The annualised alpha on JPST relative to SPY over the holding period was -7.7%.

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