Principle Wealth Partners LLC lowered its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 14.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 95,255 shares of the company’s stock after selling 16,487 shares during the period. Principle Wealth Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $5,452,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds also recently made changes to their positions in the business. Wealth Effects LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF by 0.6% during the 4th quarter. Wealth Effects LLC now owns 31,606 shares of the company’s stock valued at $1,809,000 after purchasing an additional 173 shares during the last quarter. WESPAC Advisors SoCal LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF by 4.3% during the 4th quarter. WESPAC Advisors SoCal LLC now owns 4,178 shares of the company’s stock valued at $239,000 after purchasing an additional 174 shares during the last quarter. Aspen Wealth Strategies LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF by 4.5% during the 4th quarter. Aspen Wealth Strategies LLC now owns 4,044 shares of the company’s stock valued at $231,000 after purchasing an additional 174 shares during the last quarter. Morey & Quinn Wealth Partners LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF by 4.9% during the 4th quarter. Morey & Quinn Wealth Partners LLC now owns 3,722 shares of the company’s stock valued at $213,000 after purchasing an additional 175 shares during the last quarter. Finally, Hurley Capital LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF by 2.0% during the 3rd quarter. Hurley Capital LLC now owns 9,098 shares of the company’s stock valued at $519,000 after purchasing an additional 177 shares during the last quarter.
JPMorgan Equity Premium Income ETF Stock Performance
JEPI stock opened at $56.33 on Friday. JPMorgan Equity Premium Income ETF has a 52 week low of $55.15 and a 52 week high of $59.90. The firm’s fifty day moving average is $56.79 and its 200 day moving average is $57.55. The firm has a market cap of $44.63 billion, a P/E ratio of 23.93 and a beta of 0.56.
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. JEPI was launched on May 20, 2020 and is managed by JPMorgan.
See Also
- Five stocks we like better than JPMorgan Equity Premium Income ETF
- SpaceX IPO: Opportunity? Or the Ultimate Hype Trade?
- CAVA Group’s Stock Looks Delicious After Strong Earnings
- Lowe’s Finds Support at $215 After Q1 Earnings Sell-Off
- Deere Beats Q2 Estimates, But Ag Weakness Weighs on Outlook
Want to see what other hedge funds are holding JEPI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report).
Receive News & Ratings for JPMorgan Equity Premium Income ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Equity Premium Income ETF and related companies with MarketBeat.com's FREE daily email newsletter.
