J P Morgan Exchange-traded F shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Foundations Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 93k | 57.10 |
| 2025-06-30 | $19M | 337k | 56.85 |
| 2025-03-31 | $17M | 291k | 57.14 |
| 2024-12-31 | $17M | 289k | 57.53 |
| 2024-09-30 | $17M | 282k | 59.51 |
| 2024-06-30 | $15M | 265k | 56.68 |
| 2024-03-31 | $3.6M | 61k | 57.86 |
| 2023-12-31 | $2.0M | 35k | 56.25 |
| 2023-09-30 | $1.6M | 30k | 53.56 |
| 2023-06-30 | $988k | 18k | 55.33 |
| 2023-03-31 | $353k | 6.5k | 54.60 |
More positions owned by Foundations Investment Advisors
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