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 Q2	$4.52M	Buy	80,090 +911	+1%	+$51.5K	2.21%	14
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lowery Thomas LLC's JEPI Position: Q2 2026 in Review

Lowery Thomas LLC increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.2% in Q2 2026, buying an estimated $51.5K and bringing the position to 80,090 shares worth $4.52M. The position accounts for 2.21% of the portfolio, ranked #14.

Lowery Thomas LLC first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. 1,411 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Lowery Thomas LLC held 80,090 shares of JPMorgan Equity Premium Income ETF worth $4.52M as of Q2 2026.
Lowery Thomas LLC bought 911 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $51.5K.
JPMorgan Equity Premium Income ETF made up 2.21% of Lowery Thomas LLC's portfolio in Q2 2026, its #14 holding.
Lowery Thomas LLC first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
1,411 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.