Forefront Wealth Management Inc. J P Morgan Exchange Traded Fd Transaction History

Forefront Wealth Management Inc.

  • $114 Million
  • Q2 2025

A detailed history of Forefront Wealth Management Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Forefront Wealth Management Inc. holds 172,080 shares of JEPI stock, worth $9.74 Million. This represents 8.55% of its overall portfolio holdings.

Number of Shares
172,080
Previous 123,554 39.28%
Holding current value
$9.74 Million
Previous $7 Million 39.68%
% of portfolio
8.55%
Previous 7.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$51.14 - $57.0 $2.48 Million - $2.77 Million
48,526 Added 39.28%
172,080 $9.78 Million
Q1 2025

Apr 17, 2025
BUY
$56.17 - $59.71 $298,712 - $317,537
5,318 Added 4.5%
123,554 $7 Million
Q4 2024

Feb 11, 2025
BUY
$57.53 - $60.83 $6.8 Million - $7.19 Million
118,236 New
118,236 $6.8 Million

Others Institutions Holding JEPI

# of Institutions
1,410
Shares Held
345M
Call Options Held
839K
Put Options Held
640K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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