Private Wealth Partners LLC Has $3.80 Million Stock Holdings in JPMorgan Equity Premium Income ETF $JEPI

Private Wealth Partners LLC increased its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 2.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 66,918 shares of the company’s stock after buying an additional 1,459 shares during the period. Private Wealth Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $3,804,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in JEPI. Brighton Jones LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF in the 4th quarter valued at about $402,000. Sequoia Financial Advisors LLC grew its stake in shares of JPMorgan Equity Premium Income ETF by 240.3% in the 1st quarter. Sequoia Financial Advisors LLC now owns 21,503 shares of the company’s stock valued at $1,229,000 after buying an additional 15,185 shares during the period. Innovative Wealth Building LLC grew its stake in shares of JPMorgan Equity Premium Income ETF by 142.1% in the 1st quarter. Innovative Wealth Building LLC now owns 17,753 shares of the company’s stock valued at $1,014,000 after buying an additional 10,420 shares during the period. Perissos Private Wealth Management LLC grew its stake in shares of JPMorgan Equity Premium Income ETF by 2.0% in the 1st quarter. Perissos Private Wealth Management LLC now owns 104,194 shares of the company’s stock valued at $5,954,000 after buying an additional 2,038 shares during the period. Finally, WASHINGTON TRUST Co acquired a new stake in shares of JPMorgan Equity Premium Income ETF in the 1st quarter valued at about $73,000.

JPMorgan Equity Premium Income ETF Price Performance

Shares of JEPI opened at $57.60 on Tuesday. JPMorgan Equity Premium Income ETF has a one year low of $49.94 and a one year high of $60.88. The company has a market cap of $41.32 billion, a PE ratio of 23.93 and a beta of 0.60. The stock has a 50-day moving average of $56.95 and a 200-day moving average of $56.30.

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.