Perigon Wealth Management LLC Has $3.99 Million Stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Perigon Wealth Management LLC lowered its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 0.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 68,450 shares of the company’s stock after selling 436 shares during the period. Perigon Wealth Management LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $3,987,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the stock. Bank of Montreal Can boosted its position in JPMorgan Equity Premium Income ETF by 8.8% during the second quarter. Bank of Montreal Can now owns 41,865 shares of the company’s stock worth $2,382,000 after purchasing an additional 3,374 shares during the period. AQR Capital Management LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF in the second quarter worth $295,000. Creative Planning boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 7.5% during the 2nd quarter. Creative Planning now owns 96,148 shares of the company’s stock worth $5,450,000 after buying an additional 6,687 shares during the period. EP Wealth Advisors LLC grew its stake in JPMorgan Equity Premium Income ETF by 264.0% in the 2nd quarter. EP Wealth Advisors LLC now owns 76,862 shares of the company’s stock valued at $4,357,000 after buying an additional 55,748 shares during the last quarter. Finally, Truist Financial Corp raised its holdings in JPMorgan Equity Premium Income ETF by 2.0% in the 2nd quarter. Truist Financial Corp now owns 821,676 shares of the company’s stock worth $46,573,000 after acquiring an additional 15,763 shares during the period.

JPMorgan Equity Premium Income ETF Price Performance

JEPI stock opened at $58.98 on Wednesday. The stock has a market capitalization of $34.61 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. The company has a 50-day moving average of $58.91 and a two-hundred day moving average of $58.57. JPMorgan Equity Premium Income ETF has a 52-week low of $54.77 and a 52-week high of $60.88.

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.