OneAscent Family Office LLC Invests $2.05 Million in JPMorgan Equity Premium Income ETF $JEPI

OneAscent Family Office LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 35,889 shares of the company’s stock, valued at approximately $2,049,000. JPMorgan Equity Premium Income ETF makes up approximately 1.7% of OneAscent Family Office LLC’s investment portfolio, making the stock its 11th biggest position.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in JEPI. Brighton Jones LLC bought a new stake in shares of JPMorgan Equity Premium Income ETF during the 4th quarter valued at $402,000. AQR Capital Management LLC lifted its position in JPMorgan Equity Premium Income ETF by 28.1% during the 1st quarter. AQR Capital Management LLC now owns 84,790 shares of the company’s stock valued at $4,845,000 after acquiring an additional 18,619 shares during the period. Goldman Sachs Group Inc. bought a new stake in JPMorgan Equity Premium Income ETF during the first quarter worth about $847,000. TD Private Client Wealth LLC boosted its stake in JPMorgan Equity Premium Income ETF by 76.0% during the second quarter. TD Private Client Wealth LLC now owns 2,977 shares of the company’s stock worth $169,000 after acquiring an additional 1,286 shares in the last quarter. Finally, Hengehold Capital Management LLC grew its holdings in JPMorgan Equity Premium Income ETF by 4.2% in the second quarter. Hengehold Capital Management LLC now owns 5,028 shares of the company’s stock worth $286,000 after purchasing an additional 203 shares during the period.

JPMorgan Equity Premium Income ETF Stock Performance

Shares of NYSEARCA JEPI opened at $58.38 on Monday. The company has a 50 day simple moving average of $57.60 and a two-hundred day simple moving average of $57.09. JPMorgan Equity Premium Income ETF has a fifty-two week low of $49.94 and a fifty-two week high of $59.73. The company has a market capitalization of $42.75 billion, a price-to-earnings ratio of 23.93 and a beta of 0.60.

JPMorgan Equity Premium Income ETF Company 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. JEPI was launched on May 20, 2020 and is managed by JPMorgan.