Retirement Planning Group LLC NY Has $9.81 Million Stock Position in JPMorgan Equity Premium Income ETF $JEPI

Retirement Planning Group LLC NY raised its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 18.5% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 172,465 shares of the company’s stock after purchasing an additional 26,876 shares during the period. JPMorgan Equity Premium Income ETF accounts for 8.6% of Retirement Planning Group LLC NY’s portfolio, making the stock its 2nd largest position. Retirement Planning Group LLC NY’s holdings in JPMorgan Equity Premium Income ETF were worth $9,805,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in JEPI. Atlas Capital Advisors Inc. boosted its stake in JPMorgan Equity Premium Income ETF by 12.1% during the 1st quarter. Atlas Capital Advisors Inc. now owns 4,670 shares of the company’s stock valued at $267,000 after purchasing an additional 504 shares during the last quarter. Ritholtz Wealth Management boosted its stake in JPMorgan Equity Premium Income ETF by 2.5% during the 1st quarter. Ritholtz Wealth Management now owns 7,827 shares of the company’s stock valued at $447,000 after purchasing an additional 192 shares during the last quarter. GAMMA Investing LLC boosted its stake in JPMorgan Equity Premium Income ETF by 8.2% during the 1st quarter. GAMMA Investing LLC now owns 130,565 shares of the company’s stock valued at $7,460,000 after purchasing an additional 9,934 shares during the last quarter. Coastline Trust Co boosted its stake in JPMorgan Equity Premium Income ETF by 14.0% during the 2nd quarter. Coastline Trust Co now owns 1,981 shares of the company’s stock valued at $113,000 after purchasing an additional 243 shares during the last quarter. Finally, Grandview Asset Management LLC boosted its stake in JPMorgan Equity Premium Income ETF by 8.6% during the 2nd quarter. Grandview Asset Management LLC now owns 14,976 shares of the company’s stock valued at $851,000 after purchasing an additional 1,181 shares during the last quarter.

JPMorgan Equity Premium Income ETF Trading Down 1.3%

NYSEARCA:JEPI opened at $56.00 on Friday. JPMorgan Equity Premium Income ETF has a 12 month low of $49.94 and a 12 month high of $60.88. The company has a market cap of $40.53 billion, a PE ratio of 23.93 and a beta of 0.62. The company has a 50 day simple moving average of $56.77 and a two-hundred day simple moving average of $56.11.

JPMorgan Equity Premium Income ETF Company Profile

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.