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

Lowery Thomas, LLC

  • $170 Million
  • Q3 2025

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 75,043 shares of JEPI stock, worth $4.26 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares
75,043
Previous 69,831 7.46%
Holding current value
$4.26 Million
Previous $3.97 Million 7.94%
% of portfolio
2.53%
Previous 2.59%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$55.61 - $57.37 $289,839 - $299,012
5,212 Added 7.46%
75,043 $4.28 Million
Q2 2025

Jul 18, 2025
SELL
$51.14 - $57.0 $336,808 - $375,402
-6,586 Reduced 8.62%
69,831 $3.97 Million
Q1 2025

May 05, 2025
BUY
$56.17 - $59.71 $56,507 - $60,068
1,006 Added 1.33%
76,417 $4.37 Million
Q4 2024

Feb 07, 2025
BUY
$57.53 - $60.83 $326,137 - $344,845
5,669 Added 8.13%
75,411 $4.34 Million
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

# of Institutions
1,434
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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