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 $747,542. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,158
Previous 11,609 21.96%
Holding current value
$747,542
Previous $637,000 25.27%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$53.94 - $58.15 $137,493 - $148,224
2,549 Added 21.96%
14,158 $798,000
Q3 2024

Oct 21, 2024
BUY
$49.7 - $56.11 $122,411 - $138,198
2,463 Added 26.93%
11,609 $637,000
Q2 2024

Aug 02, 2024
BUY
$50.84 - $55.56 $256,436 - $280,244
5,044 Added 122.96%
9,146 $507,000
Q1 2024

May 13, 2024
BUY
$49.02 - $54.29 $201,080 - $222,697
4,102 New
4,102 $222,000

Others Institutions Holding JEPQ

# of Institutions
774
Shares Held
137M
Call Options Held
332K
Put Options Held
202K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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