Capital & Planning LLC Has $597,000 Holdings in JPMorgan Equity Premium Income ETF $JEPI

Capital & Planning LLC lowered its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 25.9% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,507 shares of the company’s stock after selling 3,680 shares during the quarter. Capital & Planning LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $597,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the company. Trinity Legacy Partners LLC raised its holdings in shares of JPMorgan Equity Premium Income ETF by 2.2% during the second quarter. Trinity Legacy Partners LLC now owns 257,112 shares of the company’s stock valued at $14,568,000 after acquiring an additional 5,522 shares during the period. Triad Wealth Partners LLC raised its stake in JPMorgan Equity Premium Income ETF by 76.3% during the 2nd quarter. Triad Wealth Partners LLC now owns 12,549 shares of the company’s stock valued at $713,000 after purchasing an additional 5,432 shares during the period. Cornell Pochily Investment Advisors Inc. raised its stake in JPMorgan Equity Premium Income ETF by 28.0% during the 2nd quarter. Cornell Pochily Investment Advisors Inc. now owns 9,439 shares of the company’s stock valued at $537,000 after purchasing an additional 2,066 shares during the period. Patriot Financial Group Insurance Agency LLC raised its position in JPMorgan Equity Premium Income ETF by 4.3% during the second quarter. Patriot Financial Group Insurance Agency LLC now owns 167,004 shares of the company’s stock valued at $9,293,000 after buying an additional 6,815 shares during the period. Finally, SimpliFi Inc. raised its position in JPMorgan Equity Premium Income ETF by 2.6% during the second quarter. SimpliFi Inc. now owns 7,345 shares of the company’s stock valued at $418,000 after buying an additional 186 shares during the period.

JPMorgan Equity Premium Income ETF Stock Performance

NYSEARCA:JEPI opened at $56.85 on Friday. The firm has a market capitalization of $41.03 billion, a price-to-earnings ratio of 23.93 and a beta of 0.62. JPMorgan Equity Premium Income ETF has a 1-year low of $49.94 and a 1-year high of $60.88. The business’s fifty day moving average price is $56.77 and its 200 day moving average price is $56.14.

About JPMorgan Equity Premium Income ETF

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.