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FOREFRONT WEALTH MANAGEMENT INC.: JPM position timeline

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

FOREFRONT WEALTH MANAGEMENT INC. held 9,598 JPM 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 9,598 shares
    Change vs previous 13F -55 shares

    2.22% of the 13F portfolio, value $3,092,731.

    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 9,653 shares
    Change vs previous 13F -106 shares

    2.23% of the 13F portfolio, value $3,044,883.

    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 9,759 shares
    Change vs previous 13F -18 shares

    2.27% of the 13F portfolio, value $2,829,338.

    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 9,777 shares
    Change vs previous 13F +115 shares

    2.22% of the 13F portfolio, value $2,398,317.

    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 9,662 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $2,316,084.

    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).