JPMorgan Equity Premium Income ETF $JEPI Shares Bought by Houlihan Financial Resource Group Ltd.

Houlihan Financial Resource Group Ltd. raised its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 431.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 41,080 shares of the company’s stock after purchasing an additional 33,355 shares during the quarter. Houlihan Financial Resource Group Ltd.’s holdings in JPMorgan Equity Premium Income ETF were worth $2,377,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of JEPI. Tcfg Wealth Management LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF by 3,843.5% in 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. RiverFront Investment Group LLC boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 24.0% in the fourth quarter. RiverFront Investment Group LLC now owns 3,804,642 shares of the company’s stock valued at $217,778,000 after acquiring an additional 737,043 shares in the last quarter. Bank of America Corp DE increased its stake in shares of JPMorgan Equity Premium Income ETF by 2.1% during the second quarter. Bank of America Corp DE now owns 33,372,182 shares of the company’s stock valued at $1,897,209,000 after acquiring an additional 690,960 shares during the period. Raymond James Financial Inc. increased its stake in shares of JPMorgan Equity Premium Income ETF by 9.9% during the second quarter. Raymond James Financial Inc. now owns 7,072,179 shares of the company’s stock valued at $402,053,000 after acquiring an additional 636,586 shares during the period. Finally, Jones Financial Companies Lllp increased its stake in shares of JPMorgan Equity Premium Income ETF by 40.2% during the third quarter. Jones Financial Companies Lllp now owns 2,027,327 shares of the company’s stock valued at $115,436,000 after acquiring an additional 581,218 shares during the period.

JPMorgan Equity Premium Income ETF Price Performance

NYSEARCA JEPI opened at $56.20 on Friday. JPMorgan Equity Premium Income ETF has a 12 month low of $55.15 and a 12 month high of $59.90. The firm has a market capitalization of $44.53 billion, a PE ratio of 23.93 and a beta of 0.56. The company’s 50 day simple moving average is $56.70 and its 200 day simple moving average is $57.55.

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. JEPI was launched on May 20, 2020 and is managed by JPMorgan.