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

Forefront Wealth Management Inc.

  • $96.3 Million
  • Q1 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 123,554 shares of JEPI stock, worth $7.02 Million. This represents 7.27% of its overall portfolio holdings.

Number of Shares
123,554
Previous 118,236 4.5%
Holding current value
$7.02 Million
Previous $6.8 Million 2.96%
% of portfolio
7.27%
Previous 6.97%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,373
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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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