Allworth Financial LP Buys 58,356 Shares of JPMorgan Equity Premium Income ETF $JEPI

Allworth Financial LP lifted its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 4.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,352,162 shares of the company’s stock after purchasing an additional 58,356 shares during the period. Allworth Financial LP’s holdings in JPMorgan Equity Premium Income ETF were worth $76,370,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in JEPI. Walled Lake Planning & Wealth Management LLC increased its stake in shares of JPMorgan Equity Premium Income ETF by 2.7% in the fourth quarter. Walled Lake Planning & Wealth Management LLC now owns 6,449 shares of the company’s stock worth $369,000 after purchasing an additional 171 shares in the last quarter. 3Chopt Investment Partners LLC grew its holdings in JPMorgan Equity Premium Income ETF by 9.0% during the 1st quarter. 3Chopt Investment Partners LLC now owns 2,143 shares of the company’s stock valued at $121,000 after buying an additional 177 shares in the last quarter. Etesian Wealth Advisors Inc. grew its holdings in JPMorgan Equity Premium Income ETF by 0.5% during the 4th quarter. Etesian Wealth Advisors Inc. now owns 35,397 shares of the company’s stock valued at $2,026,000 after buying an additional 180 shares in the last quarter. Fortis Advisors LLC increased its position in shares of JPMorgan Equity Premium Income ETF by 1.9% during the fourth quarter. Fortis Advisors LLC now owns 10,027 shares of the company’s stock valued at $574,000 after buying an additional 188 shares during the period. Finally, Blue Chip Partners LLC increased its position in shares of JPMorgan Equity Premium Income ETF by 1.2% during the second quarter. Blue Chip Partners LLC now owns 16,355 shares of the company’s stock valued at $930,000 after buying an additional 192 shares during the period.

JPMorgan Equity Premium Income ETF Trading Down 0.6%

Shares of JPMorgan Equity Premium Income ETF stock traded down $0.35 on Tuesday, reaching $56.87. The stock had a trading volume of 4,780,045 shares, compared to its average volume of 5,287,372. The business’s 50 day moving average is $57.23 and its two-hundred day moving average is $57.04. JPMorgan Equity Premium Income ETF has a 1 year low of $55.10 and a 1 year high of $59.90. The company has a market cap of $45.36 billion, a P/E 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.