JPMorgan Equity Premium Income ETF $JEPI Holdings Lifted by Wealth Enhancement Trust Services Inc.

Wealth Enhancement Trust Services Inc. lifted its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 2,787.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 113,139 shares of the company’s stock after buying an additional 109,221 shares during the quarter. Wealth Enhancement Trust Services Inc.’s holdings in JPMorgan Equity Premium Income ETF were worth $6,361,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of JEPI. NBH Bank acquired a new stake in JPMorgan Equity Premium Income ETF during the second quarter worth approximately $27,000. Advocate Investing Services LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF during the 1st quarter worth $28,000. Monetary Solutions Ltd purchased a new position in shares of JPMorgan Equity Premium Income ETF during the 4th quarter worth $30,000. Olistico Wealth LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF during the third quarter worth $35,000. Finally, Provenance Wealth Advisors LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF in the first quarter valued at $42,000.

JPMorgan Equity Premium Income ETF Stock Performance

JPMorgan Equity Premium Income ETF stock traded down $0.09 during trading on Wednesday, hitting $56.45. The company’s stock had a trading volume of 4,273,161 shares, compared to its average volume of 5,172,643. The stock’s fifty day moving average is $57.11 and its 200 day moving average is $56.72. JPMorgan Equity Premium Income ETF has a 1-year low of $55.10 and a 1-year high of $59.90. The stock has a market capitalization of $45.55 billion, a price-to-earnings ratio of 23.93 and a beta of 0.53.

JPMorgan Equity Premium Income ETF 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. JEPI was launched on May 20, 2020 and is managed by JPMorgan.