JPMorgan Equity Premium Income ETF $JEPI is Sulzberger Capital Advisors Inc.’s 3rd Largest Position

Sulzberger Capital Advisors Inc. grew its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 12.3% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 146,306 shares of the company’s stock after acquiring an additional 16,048 shares during the period. JPMorgan Equity Premium Income ETF comprises about 8.1% of Sulzberger Capital Advisors Inc.’s investment portfolio, making the stock its 3rd biggest holding. Sulzberger Capital Advisors Inc.’s holdings in JPMorgan Equity Premium Income ETF were worth $8,263,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Madrona Financial Services LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF by 4.0% in the second quarter. Madrona Financial Services LLC now owns 140,005 shares of the company’s stock worth $7,907,000 after acquiring an additional 5,405 shares in the last quarter. TCFG Investment Advisors LLC boosted its holdings in JPMorgan Equity Premium Income ETF by 3.7% in the second quarter. TCFG Investment Advisors LLC now owns 22,730 shares of the company’s stock valued at $1,288,000 after purchasing an additional 809 shares during the last quarter. Aspen Investment Management Inc grew its stake in JPMorgan Equity Premium Income ETF by 12.8% during the 2nd quarter. Aspen Investment Management Inc now owns 34,342 shares of the company’s stock valued at $1,940,000 after purchasing an additional 3,910 shares in the last quarter. Sequoia Financial Advisors LLC grew its stake in JPMorgan Equity Premium Income ETF by 1.3% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 31,720 shares of the company’s stock valued at $1,792,000 after purchasing an additional 409 shares in the last quarter. Finally, Bluedoor Private Wealth LLC grew its stake in JPMorgan Equity Premium Income ETF by 4.8% during the 2nd quarter. Bluedoor Private Wealth LLC now owns 16,369 shares of the company’s stock valued at $925,000 after purchasing an additional 755 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Up 0.2%

JEPI stock opened at $58.02 on Friday. The stock’s 50 day moving average is $56.69 and its two-hundred day moving average is $57.18. JPMorgan Equity Premium Income ETF has a 52-week low of $55.10 and a 52-week high of $59.90. The company has a market capitalization of $46.28 billion, a PE ratio of 23.93 and a beta of 0.53.

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