Montz Harcus Wealth Management LLC Increases Stock Position in JPMorgan Equity Premium Income ETF $JEPI

Montz Harcus Wealth Management LLC grew its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPIFree Report) by 18.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,172 shares of the company’s stock after purchasing an additional 983 shares during the period. Montz Harcus Wealth Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $351,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Kingstone Capital Partners Texas LLC raised its holdings in shares of JPMorgan Equity Premium Income ETF by 387,324.3% in the second quarter. Kingstone Capital Partners Texas LLC now owns 401,875,207 shares of the company’s stock valued at $22,736,908,000 after purchasing an additional 401,771,477 shares during the last quarter. JPMorgan Chase & Co. raised its holdings in shares of JPMorgan Equity Premium Income ETF by 35.9% in the first quarter. JPMorgan Chase & Co. now owns 28,174,390 shares of the company’s stock valued at $1,609,887,000 after purchasing an additional 7,443,750 shares during the last quarter. Royal Bank of Canada raised its holdings in shares of JPMorgan Equity Premium Income ETF by 10.5% in the first quarter. Royal Bank of Canada now owns 8,119,139 shares of the company’s stock valued at $463,927,000 after purchasing an additional 772,858 shares during the last quarter. Envestnet Asset Management Inc. increased its holdings in JPMorgan Equity Premium Income ETF by 11.3% during the first quarter. Envestnet Asset Management Inc. now owns 7,611,329 shares of the company’s stock worth $434,911,000 after buying an additional 774,664 shares during the last quarter. Finally, Raymond James Financial Inc. increased its holdings in JPMorgan Equity Premium Income ETF by 14.9% during the first quarter. Raymond James Financial Inc. now owns 6,435,593 shares of the company’s stock worth $367,730,000 after buying an additional 833,285 shares during the last quarter.

JPMorgan Equity Premium Income ETF Stock Performance

NYSEARCA JEPI opened at $57.03 on Friday. JPMorgan Equity Premium Income ETF has a 52-week low of $49.94 and a 52-week high of $60.88. The company has a 50-day simple moving average of $56.76 and a 200 day simple moving average of $56.14. The company has a market capitalization of $41.28 billion, a PE ratio of 23.93 and a beta of 0.62.

JPMorgan Equity Premium Income ETF Company Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

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