LOWERY THOMAS, LLC JEPI Holdings History
LOWERY THOMAS, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, LOWERY THOMAS, LLC held 69,831.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $3.97 Mil. This investment constitutes 2.54% of their stock portfolio, and LOWERY THOMAS, LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q1. And since then LOWERY THOMAS, LLC has made 9 purchases of JEPI, at an average price of $54.99, for a total of 76,417.00 shares. In addition, there have been 1 sales at an average price of $55.42 for 6,586.00 shares. Based on historical transaction data and JEPI's current price of $56.97, LOWERY THOMAS, LLC's estimated gain on his JEPI holdings is $140,932.23, reflecting a 3.35% gain to date.
LOWERY THOMAS, LLC JEPI ($56.97) Holding Chart
LOWERY THOMAS, LLC JEPI ($56.97) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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