Orion Portfolio Solutions LLC boosted its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 68.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 269,650 shares of the company’s stock after acquiring an additional 109,290 shares during the quarter. Orion Portfolio Solutions LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $15,513,000 at the end of the most recent reporting period.
Several other large investors also recently bought and sold shares of the company. Consolidated Planning Corp boosted its stake in shares of JPMorgan Equity Premium Income ETF by 0.5% in the fourth quarter. Consolidated Planning Corp now owns 33,567 shares of the company’s stock valued at $1,931,000 after purchasing an additional 179 shares during the period. Landmark Wealth Management LLC grew its position in shares of JPMorgan Equity Premium Income ETF by 5.1% during the 4th quarter. Landmark Wealth Management LLC now owns 3,833 shares of the company’s stock valued at $221,000 after buying an additional 185 shares during the last quarter. Fortis Advisors LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 2.0% in the 4th quarter. Fortis Advisors LLC now owns 10,054 shares of the company’s stock worth $578,000 after purchasing an additional 196 shares during the last quarter. Beam Wealth Advisors Inc. increased its position in JPMorgan Equity Premium Income ETF by 0.4% in the fourth quarter. Beam Wealth Advisors Inc. now owns 51,249 shares of the company’s stock worth $2,948,000 after buying an additional 196 shares during the period. Finally, Lakeridge Wealth Management LLC grew its position in shares of JPMorgan Equity Premium Income ETF by 2.7% during the fourth quarter. Lakeridge Wealth Management LLC now owns 7,850 shares of the company’s stock worth $452,000 after acquiring an additional 206 shares during the last quarter.
JPMorgan Equity Premium Income ETF Trading Down 0.2 %
JEPI opened at $57.38 on Friday. JPMorgan Equity Premium Income ETF has a twelve month low of $54.77 and a twelve month high of $60.88. The stock has a market cap of $39.22 billion, a PE ratio of 24.79 and a beta of 0.61. The business’s 50 day moving average is $58.45 and its 200-day moving average is $58.87.
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.
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