Lowe Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Lowe Wealth Advisors’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.51M	Sell	114,096 -1,645	-1%	-$93.4K	2.38%	10
2025 Q2	$6.58M	Buy	115,741 +2,782	+2%	+$154K	2.57%	10
2025 Q1	$6.45M	Buy	112,959 +2,984	+3%	+$174K	2.74%	10
2024 Q4	$6.33M	Buy	109,975 +8,798	+9%	+$522K	2.7%	10
2024 Q3	$6.02M	Buy	101,177 +3,600	+4%	+$207K	2.59%	10
2024 Q2	$5.53M	Buy	97,577 +5,963	+7%	+$337K	2.52%	10
2024 Q1	$5.3M	Buy	91,614 +5,401	+6%	+$304K	2.47%	10
2023 Q4	$4.74M	Buy	86,213 +4,112	+5%	+$222K	2.35%	10
2023 Q3	$4.4M	Buy	82,101 +2,054	+3%	+$113K	2.34%	10
2023 Q2	$4.43M	Buy	80,047 +7,592	+10%	+$415K	2.25%	9
2023 Q1	$3.96M	Buy	72,455 +5,073	+8%	+$275K	2.13%	10
2022 Q4	$3.67M	Buy	67,382 +7,882	+13%	+$428K	2.03%	10
2022 Q3	$3.05M	Buy	59,500 +10,560	+22%	+$588K	1.79%	11
2022 Q2	$2.71M	Buy	48,940 +14,420	+42%	+$835K	1.48%	10
2022 Q1	$2.12M	Buy	34,520 +16,735	+94%	+$1.01M	0.96%	13
2021 Q4	$1.12M	Buy	17,785 +9,500	+115%	+$585K	0.49%	23
2021 Q3	$494K	Buy	+8,285	New	+$510K	0.23%	28

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lowe Wealth Advisors's JEPI Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.4% in Q3 2025, selling an estimated $93.4K and leaving 114,096 shares worth $6.51M. The position accounts for 2.38% of the portfolio, ranked #10.

Lowe Wealth Advisors first reported a position in JEPI in Q3 2021 and has held it in 17 quarters since. The position peaked at $6.58M in Q2 2025. 1,290 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

Lowe Wealth Advisors held 114,096 shares of JPMorgan Equity Premium Income ETF worth $6.51M as of Q3 2025.
Lowe Wealth Advisors sold 1,645 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $93.4K.
JPMorgan Equity Premium Income ETF made up 2.38% of Lowe Wealth Advisors's portfolio in Q3 2025, its #10 holding.
Lowe Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 17 quarters since.
Lowe Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $6.58M in Q2 2025.
1,290 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.