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

Lowery Thomas, LLC

$153 Million
Q4 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 75,411 shares of JEPI stock, worth $4.05 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares

75,411

Previous 69,742 8.13%

Holding current value

$4.05 Million

Previous $4.15 Million 4.53%

% of portfolio

2.84%

Previous 2.82%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,339

Shares Held

311M

Call Options Held

179K

Put Options Held

309K

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