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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$6.86M	Buy	118,017 +977	+0.8%	+$56.8K	4.92%	7
2025 Q3	$6.73M	Sell	117,040 -578	-0.5%	-$32.1K	4.94%	6
2025 Q2	$6.4M	Buy	117,618 +36,987	+46%	+$1.91M	5.13%	4
2025 Q1	$4.18M	Buy	80,631 +6,457	+9%	+$360K	3.86%	9
2024 Q4	$4.18M	Buy	+74,174	New	+$4.16M	3.85%	10

Other funds holding JEPQ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Forefront Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.83% in Q4 2025, buying an estimated $56.8K and bringing the position to 118,017 shares worth $6.86M. The position accounts for 4.92% of the portfolio, ranked #7.

Forefront Wealth Management first reported a position in JEPQ in Q4 2024 and has held it in 5 quarters since. 937 funds tracked by Wall St. Rank hold JEPQ as of Q4 2025.

Forefront Wealth Management held 118,017 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $6.86M as of Q4 2025.
Forefront Wealth Management bought 977 JPMorgan Nasdaq Equity Premium Income ETF shares in Q4 2025, an estimated $56.8K.
JPMorgan Nasdaq Equity Premium Income ETF made up 4.92% of Forefront Wealth Management's portfolio in Q4 2025, its #7 holding.
Forefront Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2024 and has held it in 5 quarters since.
937 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q4 2025.

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