Spahn Wealth & Retirement LLC Buys New Shares in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Posted by James Quigley on Apr 3rd, 2025

Spahn Wealth & Retirement LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 11,810 shares of the company’s stock, valued at approximately $679,000. JPMorgan Equity Premium Income ETF comprises 0.4% of Spahn Wealth & Retirement LLC’s investment portfolio, making the stock its 23rd largest holding.

A number of other large investors also recently bought and sold shares of JEPI. Bank of Jackson Hole Trust acquired a new stake in shares of JPMorgan Equity Premium Income ETF during the 4th quarter worth $28,000. Duncker Streett & Co. Inc. purchased a new stake in JPMorgan Equity Premium Income ETF during the fourth quarter valued at about $28,000. Ulland Investment Advisors LLC acquired a new stake in JPMorgan Equity Premium Income ETF during the fourth quarter worth about $31,000. Creative Capital Management Investments LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF in the 4th quarter worth about $32,000. Finally, Crowley Wealth Management Inc. acquired a new position in shares of JPMorgan Equity Premium Income ETF in the 4th quarter valued at about $32,000.

JPMorgan Equity Premium Income ETF Stock Performance

Shares of NYSEARCA:JEPI opened at $57.00 on Thursday. JPMorgan Equity Premium Income ETF has a 1 year low of $54.77 and a 1 year high of $60.88. The stock has a 50-day simple moving average of $58.31 and a 200-day simple moving average of $58.83. The stock has a market capitalization of $39.35 billion, a P/E ratio of 24.88 and a beta of 0.61.

About JPMorgan Equity Premium Income ETF

(Free Report)

The JPMorgan Equity Premium Income ETF (JEPI) is an exchange-traded fund that is based on the S&P 500 index. The fund is an actively-managed fund that invests in large-cap US stocks and equity-linked notes (ELNs). It seeks to provide similar returns as the S&P 500 Index with lower volatility and monthly income.