FOREFRONT WEALTH MANAGEMENT INC.: JEPQ position timeline

FOREFRONT WEALTH MANAGEMENT INC. held 118,017 JEPQ 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 118,017 shares

   Change vs previous 13F +977 shares

   4.92% of the 13F portfolio, value $6,859,121.

   13F-HR 0001904828-26-000001 filed by FOREFRONT WEALTH MANAGEMENT INC.
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

2. period ended2025-09-30

   13F 117,040 shares

   Change vs previous 13F -578 shares

   4.94% of the 13F portfolio, value $6,732,143.

   13F-HR 0001904828-25-000006 filed by FOREFRONT WEALTH MANAGEMENT INC.
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 117,618 shares

   Change vs previous 13F +36,987 shares

   5.13% of the 13F portfolio, value $6,398,421.

   13F-HR 0001904828-25-000005 filed by FOREFRONT WEALTH MANAGEMENT INC.
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 80,631 shares

   Change vs previous 13F +6,457 shares

   3.86% of the 13F portfolio, value $4,175,098.

   13F-HR 0001904828-25-000003 filed by FOREFRONT WEALTH MANAGEMENT INC.
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 74,174 shares

   Change vs previous 13F not available

   3.85% of the 13F portfolio, value $4,181,948.

   13F-HR 0001904828-25-000001 filed by FOREFRONT WEALTH MANAGEMENT INC.
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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