Oak Harbor Wealth Partners LLC Raises Stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Oak Harbor Wealth Partners LLC lifted its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 13.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 61,607 shares of the company’s stock after purchasing an additional 7,110 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for approximately 1.0% of Oak Harbor Wealth Partners LLC’s holdings, making the stock its 25th biggest position. Oak Harbor Wealth Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $3,666,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of JEPI. JPMorgan Chase & Co. boosted its stake in JPMorgan Equity Premium Income ETF by 3.8% during the 1st quarter. JPMorgan Chase & Co. now owns 22,032,620 shares of the company’s stock valued at $1,274,807,000 after purchasing an additional 815,598 shares during the last quarter. Envestnet Asset Management Inc. boosted its position in shares of JPMorgan Equity Premium Income ETF by 8.2% during the second quarter. Envestnet Asset Management Inc. now owns 7,104,167 shares of the company’s stock valued at $402,664,000 after buying an additional 539,682 shares during the last quarter. Cetera Investment Advisers boosted its position in shares of JPMorgan Equity Premium Income ETF by 1.3% during the second quarter. Cetera Investment Advisers now owns 4,188,012 shares of the company’s stock valued at $237,377,000 after buying an additional 52,301 shares during the last quarter. Commonwealth Equity Services LLC increased its holdings in JPMorgan Equity Premium Income ETF by 8.4% in the 3rd quarter. Commonwealth Equity Services LLC now owns 3,665,017 shares of the company’s stock worth $218,105,000 after buying an additional 285,180 shares in the last quarter. Finally, RiverFront Investment Group LLC raised its position in JPMorgan Equity Premium Income ETF by 5.9% in the 2nd quarter. RiverFront Investment Group LLC now owns 3,005,845 shares of the company’s stock worth $170,371,000 after buying an additional 166,821 shares during the last quarter.

JPMorgan Equity Premium Income ETF Stock Down 0.4 %

Shares of JPMorgan Equity Premium Income ETF stock opened at $59.78 on Friday. JPMorgan Equity Premium Income ETF has a twelve month low of $54.13 and a twelve month high of $60.20. The company has a market cap of $35.08 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. The company’s 50 day moving average is $59.20 and its 200 day moving average is $57.66.

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.