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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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
Download as csv Download as ExcelQuarterly 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 |
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