LWA
Lowe Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.58M | Buy |
115,741
+2,782
| +2% | +$158K | 2.57% | 10 |
|
|
2025
Q1 | $6.45M | Buy |
112,959
+2,984
| +3% | +$171K | 2.74% | 10 |
|
|
2024
Q4 | $6.33M | Buy |
109,975
+8,798
| +9% | +$506K | 2.7% | 10 |
|
|
2024
Q3 | $6.02M | Buy |
101,177
+3,600
| +4% | +$214K | 2.59% | 10 |
|
|
2024
Q2 | $5.53M | Buy |
97,577
+5,963
| +7% | +$338K | 2.52% | 10 |
|
|
2024
Q1 | $5.3M | Buy |
91,614
+5,401
| +6% | +$313K | 2.47% | 10 |
|
|
2023
Q4 | $4.74M | Buy |
86,213
+4,112
| +5% | +$226K | 2.35% | 10 |
|
|
2023
Q3 | $4.4M | Buy |
82,101
+2,054
| +3% | +$110K | 2.34% | 10 |
|
|
2023
Q2 | $4.43M | Buy |
80,047
+7,592
| +10% | +$420K | 2.25% | 9 |
|
|
2023
Q1 | $3.96M | Buy |
72,455
+5,073
| +8% | +$277K | 2.13% | 10 |
|
|
2022
Q4 | $3.67M | Buy |
67,382
+7,882
| +13% | +$429K | 2.03% | 10 |
|
|
2022
Q3 | $3.05M | Buy |
59,500
+10,560
| +22% | +$541K | 1.79% | 11 |
|
|
2022
Q2 | $2.71M | Buy |
48,940
+14,420
| +42% | +$800K | 1.48% | 10 |
|
|
2022
Q1 | $2.12M | Buy |
34,520
+16,735
| +94% | +$1.03M | 0.96% | 13 |
|
|
2021
Q4 | $1.12M | Buy |
17,785
+9,500
| +115% | +$600K | 0.49% | 23 |
|
|
2021
Q3 | $494K | Buy |
+8,285
| New | +$494K | 0.23% | 28 |
|