Lowery Thomas LLC’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Sell |
69,831
-6,586
| -9% | -$374K | 2.54% | 12 |
|
|
2025
Q1 | $4.37M | Buy |
76,417
+1,006
| +1% | +$57.5K | 2.99% | 10 |
|
|
2024
Q4 | $4.34M | Buy |
75,411
+5,669
| +8% | +$326K | 2.83% | 12 |
|
|
2024
Q3 | $4.15M | Buy |
69,742
+4,286
| +7% | +$255K | 2.82% | 12 |
|
|
2024
Q2 | $3.71M | Buy |
65,456
+3,846
| +6% | +$218K | 2.71% | 14 |
|
|
2024
Q1 | $3.56M | Buy |
61,610
+5,653
| +10% | +$327K | 2.73% | 14 |
|
|
2023
Q4 | $3.08M | Buy |
55,957
+5,147
| +10% | +$283K | 2.64% | 13 |
|
|
2023
Q3 | $2.72M | Buy |
50,810
+5,641
| +12% | +$302K | 2.6% | 14 |
|
|
2023
Q2 | $2.5M | Buy |
45,169
+6,806
| +18% | +$377K | 2.46% | 15 |
|
|
2023
Q1 | $2.09M | Buy |
+38,363
| New | +$2.09M | 2.31% | 15 |
|