Lowery Thomas LLC’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Lowery Thomas LLC’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
2026 Q1	$4.49M	Buy	79,179 +2,527	+3%	+$147K	2.57%	12
2025 Q4	$4.39M	Buy	76,652 +1,609	+2%	+$91.9K	2.48%	13
2025 Q3	$4.28M	Buy	75,043 +5,212	+7%	+$296K	2.47%	12
2025 Q2	$3.97M	Sell	69,831 -6,586	-9%	-$365K	2.54%	12
2025 Q1	$4.37M	Buy	76,417 +1,006	+1%	+$58.6K	2.99%	10
2024 Q4	$4.34M	Buy	75,411 +5,669	+8%	+$337K	2.83%	12
2024 Q3	$4.15M	Buy	69,742 +4,286	+7%	+$247K	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%	+$318K	2.73%	14
2023 Q4	$3.08M	Buy	55,957 +5,147	+10%	+$278K	2.64%	13
2023 Q3	$2.72M	Buy	50,810 +5,641	+12%	+$311K	2.6%	14
2023 Q2	$2.5M	Buy	45,169 +6,806	+18%	+$372K	2.46%	15
2023 Q1	$2.09M	Buy	+38,363	New	+$2.08M	2.31%	15

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

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

Lowery Thomas LLC's JEPI Position: Q1 2026 in Review

Lowery Thomas LLC increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.3% in Q1 2026, buying an estimated $147K and bringing the position to 79,179 shares worth $4.49M. The position accounts for 2.57% of the portfolio, ranked #12.

Lowery Thomas LLC first reported a position in JEPI in Q1 2023 and has held it in 13 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Lowery Thomas LLC held 79,179 shares of JPMorgan Equity Premium Income ETF worth $4.49M as of Q1 2026.
Lowery Thomas LLC bought 2,527 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $147K.
JPMorgan Equity Premium Income ETF made up 2.57% of Lowery Thomas LLC's portfolio in Q1 2026, its #12 holding.
Lowery Thomas LLC first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.