Lokken Investment Group LLC raised its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 11.1% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 27,350 shares of the company’s stock after buying an additional 2,727 shares during the quarter. Lokken Investment Group LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $1,563,000 at the end of the most recent quarter.
A number of other large investors have also recently made changes to their positions in JEPI. Mather Group LLC. bought a new stake in shares of JPMorgan Equity Premium Income ETF during the first quarter valued at approximately $25,000. Crowley Wealth Management Inc. bought a new stake in shares of JPMorgan Equity Premium Income ETF during the fourth quarter valued at approximately $32,000. Arlington Trust Co LLC boosted its position in shares of JPMorgan Equity Premium Income ETF by 140.0% during the first quarter. Arlington Trust Co LLC now owns 600 shares of the company’s stock valued at $34,000 after purchasing an additional 350 shares in the last quarter. Global Wealth Strategies & Associates bought a new stake in shares of JPMorgan Equity Premium Income ETF during the first quarter valued at approximately $36,000. Finally, Park Square Financial Group LLC bought a new stake in shares of JPMorgan Equity Premium Income ETF during the fourth quarter valued at approximately $40,000.
JPMorgan Equity Premium Income ETF Stock Down 0.4%
NYSEARCA JEPI opened at $56.76 on Monday. JPMorgan Equity Premium Income ETF has a twelve month low of $49.94 and a twelve month high of $60.88. The firm has a market capitalization of $40.98 billion, a PE ratio of 23.93 and a beta of 0.62. The stock’s 50 day moving average is $56.14 and its 200 day moving average is $56.78.
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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