Lowe Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Lowe Wealth Advisors, LLC

$232 Million
Q4 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 109,975 shares of JEPI stock, worth $6.48 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares

109,975

Previous 101,177 8.7%

Holding current value

$6.48 Million

Previous $6.02 Million 5.07%

% of portfolio

2.73%

Previous 2.62%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$57.53 - $60.83 $506,148 - $535,182	8,798 Added 8.7%	109,975 $6.33 Million
Q3 2024 Oct 02, 2024	BUY	$54.98 - $59.51 $197,928 - $214,236	3,600 Added 3.69%	101,177 $6.02 Million
Q2 2024 Jul 09, 2024	BUY	$55.45 - $57.39 $330,648 - $342,216	5,963 Added 6.51%	97,577 $5.53 Million
Q1 2024 Apr 08, 2024	BUY	$54.75 - $57.86 $295,704 - $312,501	5,401 Added 6.26%	91,614 $5.3 Million
Q4 2023 Jan 04, 2024	BUY	$51.51 - $55.33 $211,809 - $227,516	4,112 Added 5.01%	86,213 $4.74 Million
Q3 2023 Oct 20, 2023	BUY	$53.5 - $55.92 $109,889 - $114,859	2,054 Added 2.57%	82,101 $4.4 Million
Q2 2023 Jul 06, 2023	BUY	$53.85 - $55.4 $408,829 - $420,596	7,592 Added 10.48%	80,047 $4.43 Million
Q1 2023 Apr 05, 2023	BUY	$52.13 - $55.7 $264,455 - $282,566	5,073 Added 7.53%	72,455 $3.96 Million
Q4 2022 Jan 17, 2023	BUY	$50.88 - $56.78 $401,036 - $447,539	7,882 Added 13.25%	67,382 $0
Q3 2022 Oct 06, 2022	BUY	$51.23 - $57.83 $540,988 - $610,684	10,560 Added 21.58%	59,500 $3.05 Million
Q2 2022 Jul 07, 2022	BUY	$52.86 - $62.23 $762,241 - $897,356	14,420 Added 41.77%	48,940 $2.71 Million
Q1 2022 Apr 08, 2022	BUY	$58.11 - $63.04 $972,470 - $1.05 Million	16,735 Added 94.1%	34,520 $2.12 Million
Q4 2021 Jan 18, 2022	BUY	$59.34 - $63.61 $563,730 - $604,295	9,500 Added 114.67%	17,785 $1.12 Million
Q3 2021 Oct 05, 2021	BUY	$59.61 - $62.63 $493,868 - $518,889	8,285 New	8,285 $494,000

Others Institutions Holding JEPI

# of Institutions

1,205

Shares Held

283M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Lowe Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History