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FOREFRONT WEALTH MANAGEMENT INC.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOREFRONT WEALTH MANAGEMENT INC. on JEPI, newest first. How the timeline and the estimate are built.

FOREFRONT WEALTH MANAGEMENT INC. held 182,906 JEPI shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 182,906 shares
    Change vs previous 13F +12,100 shares

    7.51% of the 13F portfolio, value $10,469,560.

    13F-HR 0001904828-26-000001 filed by FOREFRONT WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 170,806 shares
    Change vs previous 13F -1,274 shares

    7.15% of the 13F portfolio, value $9,753,006.

    13F-HR 0001904828-25-000006 filed by FOREFRONT WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 172,080 shares
    Change vs previous 13F +48,526 shares

    7.84% of the 13F portfolio, value $9,782,743.

    13F-HR 0001904828-25-000005 filed by FOREFRONT WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 123,554 shares
    Change vs previous 13F +5,318 shares

    6.53% of the 13F portfolio, value $7,059,880.

    13F-HR 0001904828-25-000003 filed by FOREFRONT WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 118,236 shares
    Change vs previous 13F not available

    6.27% of the 13F portfolio, value $6,802,120.

    13F-HR 0001904828-25-000001 filed by FOREFRONT WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).