JPMorgan Equity Premium Income ETF $JEPI is Kathmere Capital Management LLC’s 6th Largest Position

Kathmere Capital Management LLC grew its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 6.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 732,375 shares of the company’s stock after buying an additional 44,376 shares during the period. JPMorgan Equity Premium Income ETF accounts for approximately 2.8% of Kathmere Capital Management LLC’s portfolio, making the stock its 6th largest holding. Kathmere Capital Management LLC owned approximately 0.10% of JPMorgan Equity Premium Income ETF worth $41,921,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of JEPI. Hamilton Capital LLC bought a new position in shares of JPMorgan Equity Premium Income ETF in the second quarter valued at approximately $72,373,000. Tcfg Wealth Management LLC increased its holdings in JPMorgan Equity Premium Income ETF by 3,843.5% during the 3rd quarter. Tcfg Wealth Management LLC now owns 831,833 shares of the company’s stock worth $47,498,000 after acquiring an additional 810,739 shares during the period. Bank of America Corp DE increased its holdings in JPMorgan Equity Premium Income ETF by 2.1% during the 2nd quarter. Bank of America Corp DE now owns 33,372,182 shares of the company’s stock worth $1,897,209,000 after acquiring an additional 690,960 shares during the period. Raymond James Financial Inc. lifted its stake in JPMorgan Equity Premium Income ETF by 9.9% in the 2nd quarter. Raymond James Financial Inc. now owns 7,072,179 shares of the company’s stock worth $402,053,000 after purchasing an additional 636,586 shares in the last quarter. Finally, Jones Financial Companies Lllp boosted its holdings in JPMorgan Equity Premium Income ETF by 40.2% in the 3rd quarter. Jones Financial Companies Lllp now owns 2,027,327 shares of the company’s stock valued at $115,436,000 after purchasing an additional 581,218 shares during the period.

JPMorgan Equity Premium Income ETF Price Performance

JEPI opened at $56.19 on Friday. The company has a fifty day moving average price of $58.37 and a 200-day moving average price of $57.59. The firm has a market capitalization of $41.41 billion, a P/E ratio of 23.93 and a beta of 0.60. JPMorgan Equity Premium Income ETF has a one year low of $49.94 and a one year high of $59.90.

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.