Wincap Financial LLC Purchases 16,339 Shares of JPMorgan Equity Premium Income ETF $JEPI

Wincap Financial LLC lifted its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 37.1% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 60,402 shares of the company’s stock after purchasing an additional 16,339 shares during the period. JPMorgan Equity Premium Income ETF comprises about 2.8% of Wincap Financial LLC’s holdings, making the stock its 9th largest position. Wincap Financial LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $3,434,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Mattern Wealth Management LLC increased its position in shares of JPMorgan Equity Premium Income ETF by 1.8% during the second quarter. Mattern Wealth Management LLC now owns 10,082 shares of the company’s stock worth $573,000 after purchasing an additional 178 shares in the last quarter. Highline Wealth Partners LLC increased its position in shares of JPMorgan Equity Premium Income ETF by 13.5% during the second quarter. Highline Wealth Partners LLC now owns 1,518 shares of the company’s stock worth $86,000 after purchasing an additional 180 shares in the last quarter. Solutions 4 Wealth Ltd increased its position in shares of JPMorgan Equity Premium Income ETF by 1.2% during the first quarter. Solutions 4 Wealth Ltd now owns 15,441 shares of the company’s stock worth $882,000 after purchasing an additional 183 shares in the last quarter. SimpliFi Inc. increased its position in shares of JPMorgan Equity Premium Income ETF by 2.6% during the second quarter. SimpliFi Inc. now owns 7,345 shares of the company’s stock worth $418,000 after purchasing an additional 186 shares in the last quarter. Finally, Summit Wealth & Retirement Planning Inc. increased its position in shares of JPMorgan Equity Premium Income ETF by 4.0% during the first quarter. Summit Wealth & Retirement Planning Inc. now owns 4,900 shares of the company’s stock worth $280,000 after purchasing an additional 190 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Up 0.2%

Shares of JEPI stock opened at $57.60 on Tuesday. The stock has a market capitalization of $41.32 billion, a PE ratio of 23.93 and a beta of 0.60. JPMorgan Equity Premium Income ETF has a 52-week low of $49.94 and a 52-week high of $60.88. The stock’s 50-day moving average price is $56.95 and its 200 day moving average price is $56.30.

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.