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Disclosery

LOWERY THOMAS, LLC: JEPI position timeline

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

LOWERY THOMAS, LLC held 80,090 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,090 shares
    Change vs previous 13F +911 shares

    2.21% of the 13F portfolio, value $4,523,465.

    13F-HR 0001951757-26-001074 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 79,179 shares
    Change vs previous 13F +2,527 shares

    2.57% of the 13F portfolio, value $4,487,846.

    13F-HR 0001951757-26-000843 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 76,652 shares
    Change vs previous 13F +1,609 shares

    2.48% of the 13F portfolio, value $4,387,543.

    13F-HR 0001951757-26-000298 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 75,043 shares
    Change vs previous 13F +5,212 shares

    2.47% of the 13F portfolio, value $4,284,950.

    13F-HR 0001951757-25-001359 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 69,831 shares
    Change vs previous 13F -6,586 shares

    2.54% of the 13F portfolio, value $3,969,876.

    13F-HR 0001951757-25-000896 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 76,417 shares
    Change vs previous 13F +1,006 shares

    2.99% of the 13F portfolio, value $4,366,468.

    13F-HR 0001951757-25-000505 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 75,411 shares
    Change vs previous 13F +5,669 shares

    2.83% of the 13F portfolio, value $4,338,391.

    13F-HR 0001951757-25-000206 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 69,742 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $4,150,340.

    13F-HR 0001951757-24-001185 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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