Onyx Bridge Wealth Group LLC raised its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 22.3% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 44,838 shares of the company’s stock after buying an additional 8,164 shares during the quarter. Onyx Bridge Wealth Group LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $2,668,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also made changes to their positions in the stock. HHM Wealth Advisors LLC bought a new stake in shares of JPMorgan Equity Premium Income ETF during the 2nd quarter worth $28,000. Larson Financial Group LLC raised its holdings in JPMorgan Equity Premium Income ETF by 129.8% during the first quarter. Larson Financial Group LLC now owns 556 shares of the company’s stock valued at $32,000 after buying an additional 314 shares in the last quarter. Morris Financial Concepts Inc. raised its holdings in JPMorgan Equity Premium Income ETF by 114.1% during the first quarter. Morris Financial Concepts Inc. now owns 621 shares of the company’s stock valued at $36,000 after buying an additional 331 shares in the last quarter. Beaird Harris Wealth Management LLC bought a new position in JPMorgan Equity Premium Income ETF during the first quarter valued at about $38,000. Finally, Whittier Trust Co. of Nevada Inc. raised its holdings in JPMorgan Equity Premium Income ETF by 105.2% during the first quarter. Whittier Trust Co. of Nevada Inc. now owns 716 shares of the company’s stock valued at $41,000 after buying an additional 367 shares in the last quarter.
JPMorgan Equity Premium Income ETF Stock Performance
Shares of NYSEARCA:JEPI opened at $59.84 on Friday. JPMorgan Equity Premium Income ETF has a 52-week low of $51.38 and a 52-week high of $59.91. The company has a market cap of $35.11 billion, a P/E ratio of 24.40 and a beta of 0.53. The stock’s 50-day moving average is $58.56 and its 200-day moving average is $57.25.
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.
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