JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Stock Holdings Raised by Retirement Guys Formula LLC

Retirement Guys Formula LLC increased its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 13.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 140,103 shares of the company’s stock after purchasing an additional 16,887 shares during the quarter. JPMorgan Equity Premium Income ETF makes up about 3.9% of Retirement Guys Formula LLC’s portfolio, making the stock its 4th biggest position. Retirement Guys Formula LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $8,106,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Trexquant Investment LP purchased a new position in shares of JPMorgan Equity Premium Income ETF in the 3rd quarter valued at about $527,000. Gotham Asset Management LLC increased its stake in shares of JPMorgan Equity Premium Income ETF by 3.3% in the 3rd quarter. Gotham Asset Management LLC now owns 37,949 shares of the company’s stock valued at $2,033,000 after purchasing an additional 1,223 shares in the last quarter. Evergreen Capital Management LLC increased its stake in shares of JPMorgan Equity Premium Income ETF by 1.8% in the 3rd quarter. Evergreen Capital Management LLC now owns 31,574 shares of the company’s stock valued at $1,691,000 after purchasing an additional 558 shares in the last quarter. ELCO Management Co. LLC increased its stake in shares of JPMorgan Equity Premium Income ETF by 26.6% in the 3rd quarter. ELCO Management Co. LLC now owns 29,000 shares of the company’s stock valued at $1,553,000 after purchasing an additional 6,100 shares in the last quarter. Finally, Lido Advisors LLC boosted its holdings in JPMorgan Equity Premium Income ETF by 28.2% in the 3rd quarter. Lido Advisors LLC now owns 23,057 shares of the company’s stock worth $1,235,000 after buying an additional 5,073 shares during the last quarter.

JPMorgan Equity Premium Income ETF Price Performance

JEPI stock traded down $0.06 during trading on Thursday, hitting $56.14. The stock had a trading volume of 2,345,787 shares, compared to its average volume of 3,278,742. JPMorgan Equity Premium Income ETF has a twelve month low of $51.38 and a twelve month high of $57.94. The stock has a market capitalization of $32.94 billion, a P/E ratio of 24.40 and a beta of 0.53. The company’s 50-day moving average price is $56.58 and its two-hundred day moving average price is $56.34.

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.