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Forefront Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Forefront Wealth Management’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3.39M Buy
73,147
+2,779
+4% +$129K 2.43% 12
2025
Q3 		$3.27M Buy
70,368
+5,683
+9% +$263K 2.4% 12
2025
Q2 		$3M Buy
+64,685
New +$2.96M 2.4% 12

Other funds holding JPIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Forefront Wealth Management increased its JPMorgan Income ETF (JPIE) stake by 3.9% in Q4 2025, buying an estimated $129K and bringing the position to 73,147 shares worth $3.39M. The position accounts for 2.43% of the portfolio, ranked #12.

Forefront Wealth Management first reported a position in JPIE in Q2 2025 and has held it in 3 quarters since. 412 funds tracked by Wall St. Rank hold JPIE as of Q4 2025.

  • Forefront Wealth Management held 73,147 shares of JPMorgan Income ETF worth $3.39M as of Q4 2025.
  • Forefront Wealth Management bought 2,779 JPMorgan Income ETF shares in Q4 2025, an estimated $129K.
  • JPMorgan Income ETF made up 2.43% of Forefront Wealth Management's portfolio in Q4 2025, its #12 holding.
  • Forefront Wealth Management first reported a position in JPMorgan Income ETF in Q2 2025 and has held it in 3 quarters since.
  • 412 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q4 2025.

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