Ownership history in LOWERY THOMAS, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which LOWERY THOMAS, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JEPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 76,652 | +1,609 | +2.1% | 2.48% | $4.4M | $56.57 |
| 2025 Q3 | ADDED | 75,043 | +5,212 | +7.5% | 2.47% | $4.3M | $54.97 |
| 2025 Q2 | REDUCED | 69,831 | -6,586 | -8.6% | 2.54% | $4.0M | $53.65 |
| 2025 Q1 | ADDED | 76,417 | +1,006 | +1.3% | 2.99% | $4.4M | $52.56 |
| 2024 Q4 | ADDED | 75,411 | +5,669 | +8.1% | 2.83% | $4.3M | $52.33 |
| 2024 Q3 | ADDED | 69,742 | +4,286 | +6.5% | 2.82% | $4.2M | $52.72 |
| 2024 Q2 | ADDED | 65,456 | +3,846 | +6.2% | 2.71% | $3.7M | $49.33 |
| 2024 Q1 | ADDED | 61,610 | +5,653 | +10.1% | 2.73% | $3.6M | $49.45 |
| 2023 Q4 | ADDED | 55,957 | +5,147 | +10.1% | 2.64% | $3.1M | $46.49 |
| 2023 Q3 | ADDED | 50,810 | +5,641 | +12.5% | 2.60% | $2.7M | $44.01 |
As of 2025 Q4 — sorted by position size