Foundations Investment Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
A detailed history of Foundations Investment Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 14,158 shares of JEPQ stock, worth $733,525. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,158
Previous 11,609
21.96%
Holding current value
$733,525
Previous $637,000
25.27%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding JEPQ
# of Institutions
773Shares Held
137MCall Options Held
332KPut Options Held
202K-
Jpmorgan Chase & CO New York, NY20.3MShares$1.05 Billion0.09% of portfolio
-
Morgan Stanley New York, NY16.6MShares$862 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.91MShares$462 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC7.91MShares$410 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.7MShares$295 Million0.07% of portfolio