JPMorgan Equity Premium Income ETF $JEPI Shares Sold by Rezny Wealth Management Inc.

Rezny Wealth Management Inc. cut its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 2.8% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 354,274 shares of the company’s stock after selling 10,264 shares during the period. JPMorgan Equity Premium Income ETF comprises approximately 3.5% of Rezny Wealth Management Inc.’s investment portfolio, making the stock its 5th biggest position. Rezny Wealth Management Inc.’s holdings in JPMorgan Equity Premium Income ETF were worth $20,009,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the business. Equitable Holdings Inc. increased its stake in shares of JPMorgan Equity Premium Income ETF by 3,477.6% in the 4th quarter. Equitable Holdings Inc. now owns 1,853,767 shares of the company’s stock valued at $106,110,000 after purchasing an additional 1,801,951 shares during the last quarter. Tableaux LLC raised its holdings in shares of JPMorgan Equity Premium Income ETF by 1,462.3% during the 4th quarter. Tableaux LLC now owns 1,503,922 shares of the company’s stock worth $86,084,000 after buying an additional 1,407,660 shares in the last quarter. Raymond James Financial Inc. lifted its position in shares of JPMorgan Equity Premium Income ETF by 11.4% during the 4th quarter. Raymond James Financial Inc. now owns 8,099,270 shares of the company’s stock worth $463,602,000 after buying an additional 825,889 shares during the last quarter. SHP Wealth Management bought a new stake in shares of JPMorgan Equity Premium Income ETF during the 4th quarter worth $42,882,000. Finally, RiverFront Investment Group LLC boosted its stake in JPMorgan Equity Premium Income ETF by 24.0% in the fourth quarter. RiverFront Investment Group LLC now owns 3,804,642 shares of the company’s stock valued at $217,778,000 after buying an additional 737,043 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Up 0.1%

JPMorgan Equity Premium Income ETF stock opened at $57.92 on Friday. JPMorgan Equity Premium Income ETF has a 12-month low of $55.10 and a 12-month high of $59.90. The business’s 50-day moving average price is $56.64 and its two-hundred day moving average price is $57.17. The stock has a market cap of $46.20 billion, a PE ratio of 23.93 and a beta of 0.53.

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.