Forefront Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Forefront Wealth Management’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$10.5M	Buy	182,906 +12,100	+7%	+$691K	7.51%	1
2025 Q3	$9.75M	Sell	170,806 -1,274	-0.7%	-$72.3K	7.15%	2
2025 Q2	$9.78M	Buy	172,080 +48,526	+39%	+$2.69M	7.84%	2
2025 Q1	$7.06M	Buy	123,554 +5,318	+4%	+$310K	6.53%	2
2024 Q4	$6.8M	Buy	+118,236	New	+$7.02M	6.27%	4

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Forefront Wealth Management's JEPI Position: Q4 2025 in Review

Forefront Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.1% in Q4 2025, buying an estimated $691K and bringing the position to 182,906 shares worth $10.5M. The position accounts for 7.51% of the portfolio, ranked #1.

Forefront Wealth Management first reported a position in JEPI in Q4 2024 and has held it in 5 quarters since. 1,385 funds tracked by Wall St. Rank hold JEPI as of Q4 2025.

Forefront Wealth Management held 182,906 shares of JPMorgan Equity Premium Income ETF worth $10.5M as of Q4 2025.
Forefront Wealth Management bought 12,100 JPMorgan Equity Premium Income ETF shares in Q4 2025, an estimated $691K.
JPMorgan Equity Premium Income ETF made up 7.51% of Forefront Wealth Management's portfolio in Q4 2025, its #1 holding.
Forefront Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 5 quarters since.
1,385 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.