Trinity Legacy Partners LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 1.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 241,753 shares of the company’s stock after acquiring an additional 2,352 shares during the quarter. JPMorgan Equity Premium Income ETF comprises 3.6% of Trinity Legacy Partners LLC’s investment portfolio, making the stock its 2nd biggest position. Trinity Legacy Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $13,908,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also made changes to their positions in the company. JPMorgan Chase & Co. increased its stake in JPMorgan Equity Premium Income ETF by 18.8% during the third quarter. JPMorgan Chase & Co. now owns 22,389,179 shares of the company’s stock worth $1,332,380,000 after purchasing an additional 3,536,406 shares during the period. Strategic Financial Concepts LLC boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 4,498.2% in the fourth quarter. Strategic Financial Concepts LLC now owns 1,301,762 shares of the company’s stock valued at $74,890,000 after acquiring an additional 1,273,452 shares during the period. Eaton Financial Holdings Company LLC acquired a new position in JPMorgan Equity Premium Income ETF in the third quarter valued at $51,202,000. World Investment Advisors LLC grew its stake in shares of JPMorgan Equity Premium Income ETF by 748.5% in the 3rd quarter. World Investment Advisors LLC now owns 806,099 shares of the company’s stock valued at $47,971,000 after purchasing an additional 711,094 shares during the last quarter. Finally, LPL Financial LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF by 28.0% in the 3rd quarter. LPL Financial LLC now owns 1,900,243 shares of the company’s stock worth $113,083,000 after acquiring an additional 416,013 shares during the period.
JPMorgan Equity Premium Income ETF Stock Performance
Shares of JEPI stock opened at $59.71 on Friday. The stock has a 50 day simple moving average of $58.57 and a 200-day simple moving average of $58.80. The company has a market cap of $35.04 billion, a price-to-earnings ratio of 24.40 and a beta of 0.53. JPMorgan Equity Premium Income ETF has a 12-month low of $54.77 and a 12-month 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.
See Also
- Five stocks we like better than JPMorgan Equity Premium Income ETF
- How Investors Can Identify and Successfully Trade Gap-Down Stocks
- Ray Dalio’s Bridgewater Loaded Up on These Stocks in Q4 2024
- What Investors Need to Know About Upcoming IPOs
- Walmart Faces Tariff Headwinds, Consumer Trends Remain Positive
- The 3 Best Blue-Chip Stocks to Buy Now
- Tesla: 2 Reasons to Buy, 1 Reason to Run
Want to see what other hedge funds are holding JEPI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report).
Receive News & Ratings for JPMorgan Equity Premium Income ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Equity Premium Income ETF and related companies with MarketBeat.com's FREE daily email newsletter.