FOUNDATIONS INVESTMENT ADVISORS, LLC's ownership history for JEPI


FOUNDATIONS INVESTMENT ADVISORS, LLC currently holds 92.5K shares with a market value of $5.3M. It started holding JEPI on 2024-09-30. At its peak, it held 336.5K shares on 2025-06-30. Its highest holding value was $19.1M on 2025-06-30. At its lowest, it held 92.5K shares on 2025-09-30, with a value of $5.3M on 2025-09-30. In the recent 180 days, FOUNDATIONS INVESTMENT ADVISORS, LLC has decreased its shares by 198.2K. In the recent year, FOUNDATIONS INVESTMENT ADVISORS, LLC has decreased its shares by 189.9K.


FOUNDATIONS INVESTMENT ADVISORS, LLC's ownership history for JEPI