Tcfg Wealth Management LLC boosted its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 198.2% in the 2nd quarter, HoldingsChannel reports. The firm owned 21,094 shares of the company’s stock after purchasing an additional 14,020 shares during the quarter. Tcfg Wealth Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $1,199,000 at the end of the most recent reporting period.
A number of other institutional investors have also added to or reduced their stakes in the stock. Brighton Jones LLC bought a new position in shares of JPMorgan Equity Premium Income ETF during the fourth quarter worth $402,000. Outlook Wealth Advisors LLC increased its holdings in JPMorgan Equity Premium Income ETF by 8.2% in the 1st quarter. Outlook Wealth Advisors LLC now owns 4,605 shares of the company’s stock valued at $263,000 after acquiring an additional 350 shares during the last quarter. Courier Capital LLC lifted its stake in JPMorgan Equity Premium Income ETF by 124.2% in the 1st quarter. Courier Capital LLC now owns 184,998 shares of the company’s stock worth $10,571,000 after purchasing an additional 102,486 shares in the last quarter. Selective Wealth Management Inc. boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 1.2% during the 1st quarter. Selective Wealth Management Inc. now owns 162,137 shares of the company’s stock valued at $8,752,000 after purchasing an additional 1,863 shares during the last quarter. Finally, Destiny Wealth Partners LLC grew its position in shares of JPMorgan Equity Premium Income ETF by 4.3% during the first quarter. Destiny Wealth Partners LLC now owns 119,345 shares of the company’s stock valued at $6,819,000 after purchasing an additional 4,946 shares in the last quarter.
JPMorgan Equity Premium Income ETF Trading Down 0.1%
Shares of JEPI stock opened at $56.97 on Tuesday. The stock has a market capitalization of $41.21 billion, a price-to-earnings ratio of 23.93 and a beta of 0.62. JPMorgan Equity Premium Income ETF has a 12-month low of $49.94 and a 12-month high of $60.88. The stock’s 50-day moving average price is $56.76 and its 200-day moving average price is $56.13.
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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