Kingsview Wealth Management LLC decreased its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 20.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 194,976 shares of the company’s stock after selling 48,887 shares during the period. Kingsview Wealth Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $11,603,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Raymond James & Associates lifted its holdings in JPMorgan Equity Premium Income ETF by 22.2% in the 2nd quarter. Raymond James & Associates now owns 2,421,638 shares of the company’s stock valued at $137,258,000 after purchasing an additional 439,155 shares in the last quarter. Marshall Financial Group LLC raised its holdings in shares of JPMorgan Equity Premium Income ETF by 132.0% during the 2nd quarter. Marshall Financial Group LLC now owns 110,766 shares of the company’s stock worth $6,278,000 after acquiring an additional 63,018 shares during the period. Sequoia Financial Advisors LLC raised its holdings in shares of JPMorgan Equity Premium Income ETF by 39.5% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 15,980 shares of the company’s stock worth $906,000 after acquiring an additional 4,524 shares during the period. Heritage Wealth Management Inc. purchased a new position in shares of JPMorgan Equity Premium Income ETF during the 2nd quarter worth $978,000. Finally, Summit Wealth Partners LLC raised its holdings in shares of JPMorgan Equity Premium Income ETF by 1.3% during the 2nd quarter. Summit Wealth Partners LLC now owns 76,928 shares of the company’s stock worth $4,360,000 after acquiring an additional 957 shares during the period.
JPMorgan Equity Premium Income ETF Stock Up 0.4 %
NYSEARCA JEPI opened at $60.17 on Friday. JPMorgan Equity Premium Income ETF has a 52 week low of $54.27 and a 52 week high of $60.20. The business’s fifty day simple moving average is $59.36 and its 200-day simple moving average is $57.81. The firm has a market cap of $35.31 billion, a PE ratio of 24.40 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.
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