Ownership history in ForthRight Wealth Management, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JPIB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 385,258 | +37,745 | +10.9% | 5.39% | $18.8M | $48.32 |
| 2025 Q3 | ADDED | 347,513 | +21,995 | +6.8% | 4.95% | $17.0M | $47.83 |
| 2025 Q2 | ADDED | 325,518 | +21,872 | +7.2% | 4.94% | $15.8M | $46.87 |
| 2025 Q1 | ADDED | 303,646 | +6,940 | +2.3% | 4.86% | $14.5M | $45.61 |
| 2024 Q4 | ADDED | 296,706 | +12,989 | +4.6% | 4.67% | $14.0M | $44.66 |
| 2024 Q3 | ADDED | 283,717 | +88,043 | +45.0% | 4.60% | $13.8M | $45.24 |
| 2024 Q2 | ADDED | 195,674 | +47,040 | +31.6% | 3.31% | $9.2M | $43.31 |
| 2024 Q1 | ADDED | 148,634 | +14,495 | +10.8% | 2.54% | $7.1M | $43.25 |
| 2023 Q4 | ADDED | 134,139 | +12,152 | +10.0% | 2.48% | $6.4M | $43.16 |
| 2023 Q3 | ADDED | 121,987 | +74,685 | +157.9% | 2.39% | $5.5M | $40.55 |
As of 2025 Q4 — sorted by position size