Foundations Investment Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Foundations Investment Advisors, LLC

$6.26 Billion
Q3 2025

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 37,686 shares of JEPQ stock, worth $2.2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

37,686

Previous 26,372 42.9%

Holding current value

$2.2 Million

Previous $1.43 Million 51.12%

% of portfolio

0.03%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$53.81 - $57.52 $608,806 - $650,781	11,314 Added 42.9%	37,686 $2.17 Million
Q2 2025 Aug 08, 2025	BUY	$45.88 - $54.4 $287,025 - $340,326	6,256 Added 31.1%	26,372 $1.43 Million
Q1 2025 May 07, 2025	BUY	$51.45 - $58.51 $306,539 - $348,602	5,958 Added 42.08%	20,116 $1.04 Million
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

889

Shares Held

165M

Call Options Held

1.34M

Put Options Held

671K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Foundations Investment Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History