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

Forefront Wealth Management Inc.

  • $123 Million
  • Q3 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 117,040 shares of JEPQ stock, worth $6.77 Million. This represents 5.48% of its overall portfolio holdings.

Number of Shares
117,040
Previous 117,618 0.49%
Holding current value
$6.77 Million
Previous $6.4 Million 5.22%
% of portfolio
5.48%
Previous 5.59%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
908
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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