JPMorgan Equity Premium Income ETF $JEPI is High Net Worth Advisory Group LLC’s 9th Largest Position

High Net Worth Advisory Group LLC lessened its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 9.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 147,628 shares of the company’s stock after selling 16,267 shares during the quarter. JPMorgan Equity Premium Income ETF comprises 1.8% of High Net Worth Advisory Group LLC’s holdings, making the stock its 9th largest position. High Net Worth Advisory Group LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $8,338,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Rice Partnership LLC lifted its holdings in JPMorgan Equity Premium Income ETF by 124.5% in the 4th quarter. Rice Partnership LLC now owns 449 shares of the company’s stock valued at $26,000 after purchasing an additional 249 shares in the last quarter. Providence Capital Advisors LLC purchased a new stake in shares of JPMorgan Equity Premium Income ETF during the fourth quarter worth $26,000. Advocate Investing Services LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF in the first quarter worth about $28,000. Monetary Solutions Ltd acquired a new position in JPMorgan Equity Premium Income ETF during the fourth quarter worth about $30,000. Finally, BTG Pactual Asset Management US LLC acquired a new position in JPMorgan Equity Premium Income ETF during the second quarter worth about $31,000.

JPMorgan Equity Premium Income ETF Trading Up 0.4%

JEPI stock opened at $57.43 on Friday. The firm has a 50-day moving average of $57.19 and a two-hundred day moving average of $57.07. JPMorgan Equity Premium Income ETF has a 12 month low of $55.10 and a 12 month high of $59.90. The company has a market cap of $45.81 billion, a price-to-earnings 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.