Vicus Capital Has $6.96 Million Stock Position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Vicus Capital raised its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 27.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 120,963 shares of the company’s stock after acquiring an additional 26,292 shares during the period. JPMorgan Equity Premium Income ETF comprises approximately 0.6% of Vicus Capital’s holdings, making the stock its 28th largest holding. Vicus Capital’s holdings in JPMorgan Equity Premium Income ETF were worth $6,959,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in JEPI. AQR Capital Management LLC acquired a new position in JPMorgan Equity Premium Income ETF in the 2nd quarter valued at approximately $295,000. Alpha Financial Partners LLC raised its holdings in JPMorgan Equity Premium Income ETF by 45.5% in the 3rd quarter. Alpha Financial Partners LLC now owns 59,653 shares of the company’s stock valued at $3,550,000 after acquiring an additional 18,662 shares in the last quarter. Creative Planning grew its stake in shares of JPMorgan Equity Premium Income ETF by 44.6% in the 3rd quarter. Creative Planning now owns 139,002 shares of the company’s stock valued at $8,272,000 after purchasing an additional 42,854 shares during the period. Curran Financial Partners LLC grew its stake in shares of JPMorgan Equity Premium Income ETF by 6.2% in the 3rd quarter. Curran Financial Partners LLC now owns 224,408 shares of the company’s stock valued at $13,355,000 after purchasing an additional 13,062 shares during the period. Finally, Hengehold Capital Management LLC bought a new stake in shares of JPMorgan Equity Premium Income ETF in the 3rd quarter valued at approximately $203,000.

JPMorgan Equity Premium Income ETF Trading Up 0.4 %

JEPI stock opened at $59.28 on Friday. JPMorgan Equity Premium Income ETF has a 1-year low of $54.77 and a 1-year high of $60.88. The firm has a market cap of $34.79 billion, a P/E ratio of 24.40 and a beta of 0.53. The business’s 50 day moving average is $58.60 and its 200-day moving average is $58.72.

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.