Forefront Wealth Management Inc. / JPM
Forefront Wealth Management Inc.’s Jpmorgan Chase & Co Position
Does Forefront Wealth Management Inc. own Jpmorgan Chase & Co (JPM)? Yes — 9.6K shares worth $3M (+2.22% of its 13F portfolio) as of Q4 2025, down from 9.7K shares the prior filed quarter.
Position Value
$3M
Q4 2025
Shares
9.6K
% of Portfolio
+2.22%
Quarters Held
13
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 9.6K | $3M | +2.22% |
| Q3 2025 | 9.7K | $3M | +2.23% |
| Q2 2025 | 9.8K | $3M | +2.27% |
| Q1 2025 | 9.8K | $2M | +2.22% |
| Q4 2024 | 9.7K | $2M | +2.13% |
| Q3 2023 | 2.3K | $334,363 | +0.47% |
| Q2 2023 | 2.3K | $335,143 | +0.44% |
| Q1 2023 | 2.3K | $300,085 | +0.39% |
| Q4 2022 | 2.3K | $308,619 | +0.42% |
| Q3 2022 | 2.3K | $240,000 | +0.33% |
| Q2 2022 | 2.3K | $259,000 | +0.35% |
| Q1 2022 | 2.3K | $313,000 | +0.31% |
| Q4 2021 | 2.3K | $363,000 | +0.35% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Forefront Wealth Management Inc.’s full portfolio or all institutional holders of JPM.