JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) Stock Holdings Lifted by Patriot Financial Group Insurance Agency LLC

Patriot Financial Group Insurance Agency LLC lifted its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 2.7% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 157,661 shares of the company’s stock after acquiring an additional 4,176 shares during the quarter. JPMorgan Equity Premium Income ETF makes up about 1.2% of Patriot Financial Group Insurance Agency LLC’s holdings, making the stock its 14th biggest holding. Patriot Financial Group Insurance Agency LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $8,867,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Heritage Wealth Management Inc. purchased a new stake in shares of JPMorgan Equity Premium Income ETF during the second quarter worth $978,000. Citigroup Inc. raised its stake in shares of JPMorgan Equity Premium Income ETF by 51.8% during the 3rd quarter. Citigroup Inc. now owns 147,827 shares of the company’s stock worth $8,797,000 after purchasing an additional 50,459 shares in the last quarter. Summit Wealth Partners LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 1.3% during the 2nd quarter. Summit Wealth Partners LLC now owns 76,928 shares of the company’s stock valued at $4,360,000 after buying an additional 957 shares during the last quarter. Newbridge Financial Services Group Inc. grew its stake in shares of JPMorgan Equity Premium Income ETF by 106.7% in the 2nd quarter. Newbridge Financial Services Group Inc. now owns 57,886 shares of the company’s stock valued at $3,281,000 after buying an additional 29,879 shares in the last quarter. Finally, Brown Financial Advisors acquired a new position in JPMorgan Equity Premium Income ETF in the second quarter worth approximately $3,263,000.

JPMorgan Equity Premium Income ETF Stock Performance

Shares of JEPI opened at $59.17 on Tuesday. The firm has a market cap of $34.72 billion, a PE ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a twelve month low of $54.77 and a twelve month high of $60.88. The firm’s 50 day moving average price is $58.92 and its 200 day moving average price is $58.55.

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.