JPMorgan Equity Premium Income ETF $JEPI Shares Bought by San Luis Wealth Advisors LLC

San Luis Wealth Advisors LLC grew its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 53.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 51,848 shares of the company’s stock after purchasing an additional 18,070 shares during the quarter. San Luis Wealth Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $2,928,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Rice Partnership LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF by 124.5% in the 4th quarter. Rice Partnership LLC now owns 449 shares of the company’s stock worth $26,000 after purchasing an additional 249 shares during the last quarter. Providence Capital Advisors LLC acquired a new position in JPMorgan Equity Premium Income ETF during the 4th quarter valued at approximately $26,000. Advocate Investing Services LLC bought a new position in JPMorgan Equity Premium Income ETF during the 1st quarter worth $28,000. EQ Wealth Advisors LLC bought a new position in JPMorgan Equity Premium Income ETF during the 4th quarter worth $29,000. Finally, Monetary Solutions Ltd acquired a new stake in JPMorgan Equity Premium Income ETF in the fourth quarter worth $30,000.

JPMorgan Equity Premium Income ETF Stock Performance

JEPI stock opened at $57.92 on Friday. The stock has a market capitalization of $46.20 billion, a price-to-earnings ratio of 23.93 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a 1 year low of $55.10 and a 1 year high of $59.90. The stock’s fifty day moving average is $56.64 and its two-hundred day moving average is $57.17.

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.