J P Morgan Exchange-traded F shares owned by Lowery Thomas
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Lowery Thomas
from 13F filings
Historical chart of Lowery Thomas investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Lowery Thomas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 75k | 57.10 |
| 2025-06-30 | $4.0M | 70k | 56.85 |
| 2025-03-31 | $4.4M | 76k | 57.14 |
| 2024-12-31 | $4.3M | 75k | 57.53 |
| 2024-09-30 | $4.2M | 70k | 59.51 |
| 2024-06-30 | $3.7M | 66k | 56.68 |
| 2024-03-31 | $3.6M | 62k | 57.86 |
| 2023-09-30 | $2.7M | 51k | 53.56 |
| 2023-06-30 | $2.5M | 45k | 55.33 |
| 2023-03-31 | $2.1M | 38k | 54.60 |