J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 41,777 Value ($000) $2,428 Avg Close — Range —
Q3 2025
Shares 37,686 Value ($000) $2,168 Avg Close — Range —
Q2 2025
Shares 26,372 Value ($000) $1,435 Avg Close — Range —
Q1 2025
Shares 20,116 Value ($000) $1,042 Avg Close — Range —
Q4 2024
Shares 14,158 Value ($000) $798 Avg Close — Range —
Q3 2024
Shares 11,609 Value ($000) $638 Avg Close — Range —
Q2 2024
Shares 9,146 Value ($000) $508 Avg Close — Range —
Q1 2024
Shares 4,102 Value ($000) $223 Avg Close — Range —