Lowery Thomas, LLC J P Morgan Exchange Traded Fd Transaction History

Lowery Thomas, LLC

$137 Million
Q2 2024

A detailed history of Lowery Thomas, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lowery Thomas, LLC holds 65,456 shares of JEPI stock, worth $3.85 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares

65,456

Previous 61,610 6.24%

Holding current value

$3.85 Million

Previous $3.56 Million 4.1%

% of portfolio

2.71%

Previous 2.73%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$55.45 - $57.39 $213,260 - $220,721	3,846 Added 6.24%	65,456 $3.71 Million
Q1 2024 May 10, 2024	BUY	$54.75 - $57.86 $309,501 - $327,082	5,653 Added 10.1%	61,610 $3.56 Million
Q4 2023 Feb 05, 2024	BUY	$51.51 - $55.33 $265,121 - $284,783	5,147 Added 10.13%	55,957 $3.08 Million
Q3 2023 Nov 01, 2023	BUY	$53.5 - $55.92 $301,793 - $315,444	5,641 Added 12.49%	50,810 $2.72 Million
Q2 2023 Jul 31, 2023	BUY	$53.85 - $55.4 $366,503 - $377,052	6,806 Added 17.74%	45,169 $2.5 Million
Q1 2023 May 04, 2023	BUY	$52.13 - $55.7 $2 Million - $2.14 Million	38,363 New	38,363 $2.09 Million

Others Institutions Holding JEPI

# of Institutions

1,131

Shares Held

270M

Call Options Held

283K

Put Options Held

338K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Lowery Thomas, LLC J P Morgan Exchange Traded Fd Transaction History