Capasso Planning Partners LLC boosted its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 145.1% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,753 shares of the company’s stock after purchasing an additional 12,287 shares during the period. JPMorgan Equity Premium Income ETF comprises 0.6% of Capasso Planning Partners LLC’s investment portfolio, making the stock its 24th biggest position. Capasso Planning Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $1,176,000 at the end of the most recent reporting period.
A number of other institutional investors also recently bought and sold shares of JEPI. Rice Partnership LLC increased its position in shares of JPMorgan Equity Premium Income ETF by 124.5% in the fourth quarter. Rice Partnership LLC now owns 449 shares of the company’s stock valued at $26,000 after buying an additional 249 shares in the last quarter. Providence Capital Advisors LLC acquired a new position in shares of JPMorgan Equity Premium Income ETF during the 4th quarter worth $26,000. FNY Investment Advisers LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF in the 4th quarter worth about $28,000. Advocate Investing Services LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF in the 1st quarter worth about $28,000. Finally, EQ Wealth Advisors LLC acquired a new stake in JPMorgan Equity Premium Income ETF in the 4th quarter valued at about $29,000.
JPMorgan Equity Premium Income ETF Trading Up 0.3%
NYSEARCA:JEPI opened at $57.43 on Friday. The firm has a 50-day moving average price of $56.33 and a two-hundred day moving average price of $57.22. JPMorgan Equity Premium Income ETF has a twelve month low of $55.10 and a twelve month high of $59.90. The company has a market capitalization of $45.81 billion, a P/E ratio of 23.93 and a beta of 0.54.
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.
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