A detailed history of Forefront Wealth Management Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Forefront Wealth Management Inc. holds 2,306 shares of JPM stock, worth $489,932. This represents 0.48% of its overall portfolio holdings.

Number of Shares
2,306
Previous 2,304 0.09%
Holding current value
$489,932
Previous $335,000 0.3%
% of portfolio
0.48%
Previous 0.44%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 06, 2023

BUY
$143.21 - $158.0 $286 - $316
2 Added 0.09%
2,306 $334,000
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $127 - $145
1 Added 0.04%
2,304 $335,000
Q1 2023

May 09, 2023

BUY
$124.91 - $143.8 $249 - $287
2 Added 0.09%
2,303 $300,000
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $101 - $137
1 Added 0.04%
2,301 $308,000
Q3 2022

Nov 01, 2022

BUY
$20.73 - $120.58 $41 - $241
2 Added 0.09%
2,300 $240,000
Q2 2022

Jul 28, 2022

BUY
$112.61 - $135.91 $112 - $135
1 Added 0.04%
2,298 $259,000
Q1 2022

May 09, 2022

BUY
$128.3 - $168.44 $256 - $336
2 Added 0.09%
2,297 $313,000
Q4 2021

Feb 04, 2022

BUY
$153.94 - $171.78 $353,292 - $394,235
2,295 New
2,295 $363,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $623B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Forefront Wealth Management Inc. Portfolio

Follow Forefront Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forefront Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Forefront Wealth Management Inc. with notifications on news.