PDS Planning Inc Increases Stake in JPMorgan Equity Premium Income ETF $JEPI

PDS Planning Inc raised its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 1.8% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 30,243 shares of the company’s stock after acquiring an additional 540 shares during the quarter. PDS Planning Inc’s holdings in JPMorgan Equity Premium Income ETF were worth $1,719,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the company. Cascade Investment Group Inc. increased its position in JPMorgan Equity Premium Income ETF by 0.9% during the 2nd quarter. Cascade Investment Group Inc. now owns 31,003 shares of the company’s stock valued at $1,763,000 after buying an additional 291 shares in the last quarter. Nationwide Fund Advisors purchased a new stake in shares of JPMorgan Equity Premium Income ETF in the second quarter worth $396,998,000. Riverchase Wealth Management LLC grew its stake in shares of JPMorgan Equity Premium Income ETF by 119.8% in the second quarter. Riverchase Wealth Management LLC now owns 8,377 shares of the company’s stock worth $476,000 after acquiring an additional 4,566 shares during the last quarter. Galvin Gaustad & Stein LLC boosted its stake in JPMorgan Equity Premium Income ETF by 17.2% in the 2nd quarter. Galvin Gaustad & Stein LLC now owns 37,424 shares of the company’s stock worth $2,128,000 after purchasing an additional 5,496 shares in the last quarter. Finally, Etesian Wealth Advisors Inc. boosted its stake in JPMorgan Equity Premium Income ETF by 39.7% in the 2nd quarter. Etesian Wealth Advisors Inc. now owns 34,867 shares of the company’s stock worth $1,982,000 after purchasing an additional 9,914 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Performance

Shares of JPMorgan Equity Premium Income ETF stock opened at $56.00 on Friday. The stock has a market capitalization of $40.53 billion, a PE ratio of 23.93 and a beta of 0.62. 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 $56.77 and a two-hundred day simple moving average of $56.12.

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.