FOREFRONT WEALTH MANAGEMENT INC. JEPI Holdings History
FOREFRONT WEALTH MANAGEMENT INC.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, FOREFRONT WEALTH MANAGEMENT INC. held 172,080.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $9.78 Mil. This investment constitutes 7.84% 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 3 purchases of JEPI, at an average price of $58.23, for a total of 172,080.00 shares. Based on historical transaction data and JEPI's current price of $56.85, FOREFRONT WEALTH MANAGEMENT INC.'s estimated gain on his JEPI holdings is $-237,243.28, reflecting a -2.37% gain to date.
FOREFRONT WEALTH MANAGEMENT INC. JEPI ($56.85) Holding Chart
FOREFRONT WEALTH MANAGEMENT INC. JEPI ($56.85) 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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