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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

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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