JPMorgan Equity Premium Income ETF $JEPI Stock: Soltis Investment Advisors LLC Grows Holdings

Soltis Investment Advisors LLC increased its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 49.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 169,947 shares of the company’s stock after acquiring an additional 55,908 shares during the quarter. Soltis Investment Advisors LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $9,554,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of the stock. Founders Financial Securities LLC acquired a new stake in JPMorgan Equity Premium Income ETF in the third quarter worth $1,233,000. ERn Financial LLC raised its holdings in shares of JPMorgan Equity Premium Income ETF by 1.4% during the third quarter. ERn Financial LLC now owns 18,711 shares of the company’s stock valued at $1,052,000 after purchasing an additional 265 shares during the period. Interchange Capital Partners LLC raised its holdings in shares of JPMorgan Equity Premium Income ETF by 9.3% during the third quarter. Interchange Capital Partners LLC now owns 62,365 shares of the company’s stock valued at $3,522,000 after purchasing an additional 5,296 shares during the period. Morey & Quinn Wealth Partners LLC raised its holdings in shares of JPMorgan Equity Premium Income ETF by 17.6% during the third quarter. Morey & Quinn Wealth Partners LLC now owns 4,884 shares of the company’s stock valued at $275,000 after purchasing an additional 730 shares during the period. Finally, Howard Wealth Management LLC raised its stake in JPMorgan Equity Premium Income ETF by 3.5% during the 3rd quarter. Howard Wealth Management LLC now owns 27,823 shares of the company’s stock worth $1,564,000 after buying an additional 936 shares during the period.

JPMorgan Equity Premium Income ETF Stock Up 0.8%

Shares of JEPI opened at $57.93 on Friday. The business’s fifty day moving average is $56.94 and its 200 day moving average is $57.18. JPMorgan Equity Premium Income ETF has a 12-month low of $55.10 and a 12-month high of $59.90. The stock has a market cap of $46.49 billion, a P/E ratio of 23.93 and a beta of 0.53.

JPMorgan Equity Premium Income ETF Company 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.