Foundations Investment Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 289,047 shares of JEPI stock, worth $17 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

289,047

Previous 282,319 2.38%

Holding current value

$17 Million

Previous $16.8 Million 1.02%

% of portfolio

0.34%

Previous 0.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$57.53 - $60.83 $387,061 - $409,264	6,728 Added 2.38%	289,047 $16.6 Million
Q3 2024 Oct 21, 2024	BUY	$54.98 - $59.51 $939,278 - $1.02 Million	17,084 Added 6.44%	282,319 $16.8 Million
Q2 2024 Aug 02, 2024	BUY	$55.45 - $57.39 $11.3 Million - $11.7 Million	203,830 Added 331.94%	265,235 $15 Million
Q1 2024 May 13, 2024	BUY	$54.75 - $57.86 $1.43 Million - $1.51 Million	26,043 Added 73.65%	61,405 $3.55 Million
Q4 2023 Feb 08, 2024	BUY	$51.51 - $55.33 $263,267 - $282,791	5,111 Added 16.9%	35,362 $1.94 Million
Q3 2023 Oct 05, 2023	BUY	$53.5 - $55.92 $662,758 - $692,736	12,388 Added 69.35%	30,251 $1.62 Million
Q2 2023 Jul 19, 2023	BUY	$53.85 - $55.4 $613,890 - $631,560	11,400 Added 176.39%	17,863 $988,000
Q1 2023 Apr 25, 2023	BUY	$52.13 - $55.7 $336,916 - $359,989	6,463 New	6,463 $352,000

Others Institutions Holding JEPI

# of Institutions

1,245

Shares Held

290M

Call Options Held

307K

Put Options Held

344K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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Foundations Investment Advisors, LLC J P Morgan Exchange Traded Fd Transaction History