LOWERY THOMAS, LLC JEPI Holdings History

Number of Shares
69,831.00
Current Holdings Value*
$3.97 Mil
% of Portfolio
2.54%
Total Estimate Gain
$140,932.23
% of Total Estimate Gain
3.35%

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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