Trajan Wealth LLC Has $4.17 Million Stock Position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Trajan Wealth LLC increased its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 3.4% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 72,968 shares of the company’s stock after buying an additional 2,376 shares during the quarter. Trajan Wealth LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $4,169,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Atlas Capital Advisors Inc. raised its stake in JPMorgan Equity Premium Income ETF by 12.1% during the 1st quarter. Atlas Capital Advisors Inc. now owns 4,670 shares of the company’s stock worth $267,000 after buying an additional 504 shares during the period. Ritholtz Wealth Management raised its stake in shares of JPMorgan Equity Premium Income ETF by 2.5% in the first quarter. Ritholtz Wealth Management now owns 7,827 shares of the company’s stock worth $447,000 after purchasing an additional 192 shares during the last quarter. O Shaughnessy Asset Management LLC raised its stake in shares of JPMorgan Equity Premium Income ETF by 15.8% in the fourth quarter. O Shaughnessy Asset Management LLC now owns 3,439 shares of the company’s stock worth $198,000 after purchasing an additional 470 shares during the last quarter. Triumph Capital Management raised its stake in shares of JPMorgan Equity Premium Income ETF by 17.3% in the fourth quarter. Triumph Capital Management now owns 47,235 shares of the company’s stock worth $2,717,000 after purchasing an additional 6,981 shares during the last quarter. Finally, Northern Trust Corp raised its stake in shares of JPMorgan Equity Premium Income ETF by 9.8% in the fourth quarter. Northern Trust Corp now owns 23,525 shares of the company’s stock worth $1,353,000 after purchasing an additional 2,107 shares during the last quarter.

JPMorgan Equity Premium Income ETF Stock Down 0.0%

Shares of JPMorgan Equity Premium Income ETF stock opened at $56.04 on Tuesday. The company has a market cap of $40.44 billion, a PE ratio of 23.93 and a beta of 0.62. JPMorgan Equity Premium Income ETF has a 52 week low of $49.94 and a 52 week high of $60.88. The business has a 50 day moving average price of $56.46 and a 200-day moving average price of $56.57.

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.