Trinity Legacy Partners LLC Has $14.30 Million Stock Position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Trinity Legacy Partners LLC raised its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 19.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 239,401 shares of the company’s stock after buying an additional 38,274 shares during the quarter. JPMorgan Equity Premium Income ETF comprises approximately 3.3% of Trinity Legacy Partners LLC’s holdings, making the stock its 5th largest position. Trinity Legacy Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $14,295,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of JEPI. Larson Financial Group LLC lifted its position in shares of JPMorgan Equity Premium Income ETF by 129.8% in the first quarter. Larson Financial Group LLC now owns 556 shares of the company’s stock worth $32,000 after buying an additional 314 shares in the last quarter. Oppenheimer & Co. Inc. boosted its position in shares of JPMorgan Equity Premium Income ETF by 17.1% during the 1st quarter. Oppenheimer & Co. Inc. now owns 124,042 shares of the company’s stock valued at $7,177,000 after acquiring an additional 18,152 shares during the last quarter. Nelson Capital Management LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF by 2.3% in the first quarter. Nelson Capital Management LLC now owns 33,781 shares of the company’s stock valued at $1,955,000 after purchasing an additional 763 shares in the last quarter. Nvwm LLC increased its position in JPMorgan Equity Premium Income ETF by 1.7% in the first quarter. Nvwm LLC now owns 14,548 shares of the company’s stock worth $842,000 after purchasing an additional 250 shares during the last quarter. Finally, Bernardo Wealth Planning LLC increased its position in JPMorgan Equity Premium Income ETF by 0.8% in the first quarter. Bernardo Wealth Planning LLC now owns 273,712 shares of the company’s stock worth $15,837,000 after purchasing an additional 2,148 shares during the last quarter.

JPMorgan Equity Premium Income ETF Stock Up 0.1 %

JEPI stock opened at $59.67 on Friday. JPMorgan Equity Premium Income ETF has a 52 week low of $53.33 and a 52 week high of $59.97. The firm has a market capitalization of $35.01 billion, a P/E ratio of 24.40 and a beta of 0.53. The company has a fifty day simple moving average of $59.04 and a two-hundred day simple moving average of $57.53.

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.