FOREFRONT WEALTH MANAGEMENT INC. JEPI Holdings History
FOREFRONT WEALTH MANAGEMENT INC.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, FOREFRONT WEALTH MANAGEMENT INC. held 123,554.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $7.06 Mil. This investment constitutes 6.53% of their stock portfolio, and FOREFRONT WEALTH MANAGEMENT INC. now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q4. And since then FOREFRONT WEALTH MANAGEMENT INC. has made 2 purchases of JEPI, at an average price of $59.33, for a total of 123,554.00 shares. Based on historical transaction data and JEPI's current price of $56.81, FOREFRONT WEALTH MANAGEMENT INC.'s estimated gain on his JEPI holdings is $-311,577.62, reflecting a -4.25% gain to date.
FOREFRONT WEALTH MANAGEMENT INC. JEPI ($56.81) Holding Chart
FOREFRONT WEALTH MANAGEMENT INC. JEPI ($56.81) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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