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

Foundations Investment Advisors, LLC

  • $3.58 Billion
  • Q1 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 61,405 shares of JEPI stock, worth $3.48 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
61,405
Previous 35,362 73.65%
Holding current value
$3.48 Million
Previous $1.94 Million 82.72%
% of portfolio
0.1%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,088
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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