Osborne Partners Capital Management LLC raised its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 42.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,040 shares of the company’s stock after buying an additional 2,085 shares during the quarter. Osborne Partners Capital Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $419,000 at the end of the most recent quarter.
Other large investors have also added to or reduced their stakes in the company. HHM Wealth Advisors LLC purchased a new position in JPMorgan Equity Premium Income ETF during the second quarter valued at $28,000. Larson Financial Group LLC raised its stake 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 purchasing an additional 314 shares during the last quarter. Morris Financial Concepts Inc. raised its stake in shares of JPMorgan Equity Premium Income ETF by 114.1% in the first quarter. Morris Financial Concepts Inc. now owns 621 shares of the company’s stock worth $36,000 after purchasing an additional 331 shares during the last quarter. Beaird Harris Wealth Management LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF in the first quarter worth $38,000. Finally, Whittier Trust Co. of Nevada Inc. raised its stake in shares of JPMorgan Equity Premium Income ETF by 105.2% in the first quarter. Whittier Trust Co. of Nevada Inc. now owns 716 shares of the company’s stock worth $41,000 after purchasing an additional 367 shares during the last quarter.
JPMorgan Equity Premium Income ETF Price Performance
JEPI stock opened at $59.23 on Friday. JPMorgan Equity Premium Income ETF has a 1-year low of $51.38 and a 1-year high of $59.97. The business has a fifty day moving average price of $58.87 and a 200-day moving average price of $57.35. The stock has a market capitalization of $34.76 billion, a P/E ratio of 24.40 and a beta of 0.53.
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.
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