Forefront Wealth Management Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Forefront Wealth Management Inc.

$125 Million
Q4 2025

A detailed history of Forefront Wealth Management Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Forefront Wealth Management Inc. holds 118,017 shares of JEPQ stock, worth $6.82 Million. This represents 5.44% of its overall portfolio holdings.

Number of Shares

118,017

Previous 117,040 0.83%

Holding current value

$6.82 Million

Previous $6.73 Million 1.35%

% of portfolio

5.44%

Previous 5.48%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$56.33 - $59.22 $55,034 - $57,857	977 Added 0.83%	118,017 $6.82 Million
Q3 2025 Oct 28, 2025	SELL	$53.81 - $57.52 $31,102 - $33,246	-578 Reduced 0.49%	117,040 $6.73 Million
Q2 2025 Jul 17, 2025	BUY	$45.88 - $54.4 $1.7 Million - $2.01 Million	36,987 Added 45.87%	117,618 $6.4 Million
Q1 2025 Apr 17, 2025	BUY	$51.45 - $58.51 $332,212 - $377,799	6,457 Added 8.71%	80,631 $4.18 Million
Q4 2024 Feb 11, 2025	BUY	$53.94 - $58.15 $4 Million - $4.31 Million	74,174 New	74,174 $4.18 Million

Others Institutions Holding JEPQ

# of Institutions

923

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Industry ETFs

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Forefront Wealth Management Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History