S&A Financial Services Inc. bought a new position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 64,115 shares of the company’s stock, valued at approximately $3,634,000. JPMorgan Equity Premium Income ETF comprises approximately 2.5% of S&A Financial Services Inc.’s investment portfolio, making the stock its 11th biggest holding.
A number of other large investors have also recently made changes to their positions in the stock. Walled Lake Planning & Wealth Management LLC lifted its holdings in 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 valued at $369,000 after buying an additional 171 shares in the last quarter. Wealth Effects LLC grew its stake in JPMorgan Equity Premium Income ETF by 0.6% in the 4th quarter. Wealth Effects LLC now owns 31,606 shares of the company’s stock worth $1,809,000 after acquiring an additional 173 shares in the last quarter. Aspen Wealth Strategies LLC grew its stake 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 worth $231,000 after acquiring an additional 174 shares in the last quarter. Morey & Quinn Wealth Partners LLC increased its position in shares of JPMorgan Equity Premium Income ETF by 4.9% during the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 3,722 shares of the company’s stock worth $213,000 after acquiring an additional 175 shares during the period. Finally, 3Chopt Investment Partners LLC increased its position in shares of JPMorgan Equity Premium Income ETF by 9.0% during the first quarter. 3Chopt Investment Partners LLC now owns 2,143 shares of the company’s stock worth $121,000 after acquiring an additional 177 shares during the period.
JPMorgan Equity Premium Income ETF Stock Performance
JPMorgan Equity Premium Income ETF stock opened at $57.43 on Monday. The company has a market capitalization of $45.77 billion, a PE ratio of 23.93 and a beta of 0.54. The company has a 50 day moving average price of $56.33 and a 200-day moving average price of $57.21. JPMorgan Equity Premium Income ETF has a fifty-two week low of $55.10 and a fifty-two week high of $59.90.
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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