Number of Shares
172,080.00
Current Holdings Value*
$9.78 Mil
% of Portfolio
7.84%
Total Estimate Gain
$-237,243.28
% of Total Estimate Gain
-2.37%

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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