Skip to content
Disclosery

Lowe Wealth Advisors, LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lowe Wealth Advisors, LLC on JEPI, newest first. How the timeline and the estimate are built.

Lowe Wealth Advisors, LLC held 114,096 JEPI shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 114,096 shares
    Change vs previous 13F -1,645 shares

    2.38% of the 13F portfolio, value $6,514,865.

    13F-HR 0001574010-25-000006 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 115,741 shares
    Change vs previous 13F +2,782 shares

    2.57% of the 13F portfolio, value $6,579,892.

    13F-HR 0001574010-25-000003 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 112,959 shares
    Change vs previous 13F +2,984 shares

    2.74% of the 13F portfolio, value $6,454,496.

    13F-HR 0001574010-25-000002 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 109,975 shares
    Change vs previous 13F +8,798 shares

    2.7% of the 13F portfolio, value $6,326,890.

    13F-HR 0001574010-25-000001 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 101,177 shares
    Change vs previous 13F +3,600 shares

    2.59% of the 13F portfolio, value $6,021,071.

    13F-HR 0001574010-24-000005 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 97,577 shares
    Change vs previous 13F +5,963 shares

    2.52% of the 13F portfolio, value $5,530,676.

    13F-HR 0001574010-24-000003 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 91,614 shares
    Change vs previous 13F +5,401 shares

    2.47% of the 13F portfolio, value $5,300,783.

    13F-HR 0001574010-24-000002 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 86,213 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $4,739,976.

    13F-HR 0001574010-24-000001 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).