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Forefront Wealth Management’s JPMorgan Chase JPM Stock Holding History

Forefront Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3.09M Sell
9,598
-55
-0.6% -$17K 2.22% 14
2025
Q3 		$3.04M Sell
9,653
-106
-1% -$31.5K 2.23% 14
2025
Q2 		$2.83M Sell
9,759
-18
-0.2% -$4.59K 2.27% 13
2025
Q1 		$2.4M Buy
9,777
+115
+1% +$29.3K 2.22% 18
2024
Q4 		$2.32M Buy
+9,662
New +$2.25M 2.13% 18
2023
Q3 		$334K Buy
2,306
+2
+0.1% +$300 0.47% 35
2023
Q2 		$335K Buy
2,304
+1
+0% +$138 0.44% 36
2023
Q1 		$300K Buy
2,303
+2
+0.1% +$274 0.39% 38
2022
Q4 		$309K Buy
2,301
+1
+0% +$127 0.42% 36
2022
Q3 		$240K Buy
2,300
+2
+0.1% +$230 0.33% 40
2022
Q2 		$259K Buy
2,298
+1
+0% +$124 0.35% 38
2022
Q1 		$313K Buy
2,297
+2
+0.1% +$295 0.31% 40
2021
Q4 		$363K Buy
+2,295
New +$377K 0.35% 37

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Forefront Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.57% in Q4 2025, selling an estimated $17K and leaving 9,598 shares worth $3.09M. The position accounts for 2.22% of the portfolio, ranked #14.

Forefront Wealth Management first reported a position in JPM in Q4 2021 and has held it in 13 quarters since. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Forefront Wealth Management held 9,598 shares of JPMorgan Chase worth $3.09M as of Q4 2025.
  • Forefront Wealth Management sold 55 JPMorgan Chase shares in Q4 2025, an estimated $17K.
  • JPMorgan Chase made up 2.22% of Forefront Wealth Management's portfolio in Q4 2025, its #14 holding.
  • Forefront Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 13 quarters since.
  • 5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

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