Lowe Wealth Advisors, LLC JEPI Holdings History
Lowe Wealth Advisors, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Lowe Wealth Advisors, LLC held 115,741.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $6.58 Mil. This investment constitutes 2.57% of their stock portfolio, and Lowe Wealth Advisors, LLC now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2021Q3. And since then Lowe Wealth Advisors, LLC has made 16 purchases of JEPI, at an average price of $57.33, for a total of 115,741.00 shares. Based on historical transaction data and JEPI's current price of $56.84, Lowe Wealth Advisors, LLC's estimated gain on his JEPI holdings is $-56,946.96, reflecting a -0.86% gain to date.
Lowe Wealth Advisors, LLC JEPI ($56.84) Holding Chart
Lowe Wealth Advisors, LLC JEPI ($56.84) 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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