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 69,742 shares of JEPI stock, worth $4.06 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares
69,742
Previous 65,456 6.55%
Holding current value
$4.06 Million
Previous $3.71 Million 11.86%
% of portfolio
2.82%
Previous 2.71%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$54.98 - $59.51 $235,644 - $255,059
4,286 Added 6.55%
69,742 $4.15 Million
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

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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