Vivid Wealth Management LLC Has $5.82 Million Stock Holdings in JPMorgan Equity Premium Income ETF $JEPI

Vivid Wealth Management LLC reduced its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 3.6% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 102,365 shares of the company’s stock after selling 3,860 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for about 2.6% of Vivid Wealth Management LLC’s holdings, making the stock its 7th biggest holding. Vivid Wealth Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $5,819,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Atlas Capital Advisors Inc. lifted its position in shares of JPMorgan Equity Premium Income ETF by 12.1% during the 1st quarter. Atlas Capital Advisors Inc. now owns 4,670 shares of the company’s stock worth $267,000 after buying an additional 504 shares during the last quarter. Ritholtz Wealth Management raised its position in JPMorgan Equity Premium Income ETF by 2.5% in the first quarter. Ritholtz Wealth Management now owns 7,827 shares of the company’s stock valued at $447,000 after purchasing an additional 192 shares during the last quarter. GAMMA Investing LLC raised its position in JPMorgan Equity Premium Income ETF by 8.2% in the first quarter. GAMMA Investing LLC now owns 130,565 shares of the company’s stock valued at $7,460,000 after purchasing an additional 9,934 shares during the last quarter. Coastline Trust Co raised its position in JPMorgan Equity Premium Income ETF by 14.0% in the second quarter. Coastline Trust Co now owns 1,981 shares of the company’s stock valued at $113,000 after purchasing an additional 243 shares during the last quarter. Finally, Grandview Asset Management LLC raised its position in JPMorgan Equity Premium Income ETF by 8.6% in the second quarter. Grandview Asset Management LLC now owns 14,976 shares of the company’s stock valued at $851,000 after purchasing an additional 1,181 shares during the last quarter.

JPMorgan Equity Premium Income ETF Trading Down 0.3%

JPMorgan Equity Premium Income ETF stock opened at $56.75 on Friday. The company has a market capitalization of $41.08 billion, a PE 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 has a 50-day moving average price of $56.76 and a two-hundred day moving average price of $56.13.

JPMorgan Equity Premium Income ETF 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.