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 101,177 shares of JEPI stock, worth $5.95 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
101,177
Previous 97,577 3.69%
Holding current value
$5.95 Million
Previous $5.53 Million 8.88%
% of portfolio
2.62%
Previous 2.54%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Lowe Wealth Advisors, LLC Portfolio

Follow Lowe Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lowe Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowe Wealth Advisors, LLC with notifications on news.