Lido Advisors LLC boosted its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 14.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 463,452 shares of the company’s stock after acquiring an additional 60,270 shares during the quarter. Lido Advisors LLC owned about 0.06% of JPMorgan Equity Premium Income ETF worth $26,268,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in JEPI. Walled Lake Planning & Wealth Management LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF by 2.7% during the 4th 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 during the period. Wealth Effects LLC increased its position 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 worth $1,809,000 after purchasing an additional 173 shares during the last quarter. Aspen Wealth Strategies LLC raised its holdings in JPMorgan Equity Premium Income ETF by 4.5% in the 4th quarter. Aspen Wealth Strategies LLC now owns 4,044 shares of the company’s stock valued at $231,000 after buying an additional 174 shares during the period. Morey & Quinn Wealth Partners LLC raised its holdings in JPMorgan Equity Premium Income ETF by 4.9% in the 4th quarter. Morey & Quinn Wealth Partners LLC now owns 3,722 shares of the company’s stock valued at $213,000 after buying an additional 175 shares during the period. Finally, 3Chopt Investment Partners LLC raised its holdings in JPMorgan Equity Premium Income ETF by 9.0% in 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 during the period.
JPMorgan Equity Premium Income ETF Price Performance
NYSEARCA JEPI opened at $56.65 on Thursday. The stock has a market capitalization of $45.20 billion, a P/E ratio of 23.93 and a beta of 0.54. The firm’s 50-day moving average is $56.19 and its two-hundred day moving average is $57.25. JPMorgan Equity Premium Income ETF has a 12 month low of $55.10 and a 12 month high of $59.90.
About JPMorgan Equity Premium Income ETF
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.
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