Ameritas Advisory Services LLC lowered its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 41.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 84,862 shares of the company’s stock after selling 60,202 shares during the period. Ameritas Advisory Services LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $4,824,000 as of its most recent SEC filing.
Several other large investors also recently made changes to their positions in JEPI. Mattern Wealth Management LLC grew its holdings in JPMorgan Equity Premium Income ETF by 1.8% during the 2nd quarter. Mattern Wealth Management LLC now owns 10,082 shares of the company’s stock valued at $573,000 after purchasing an additional 178 shares in the last quarter. Highline Wealth Partners LLC grew its holdings in JPMorgan Equity Premium Income ETF by 13.5% during the 2nd quarter. Highline Wealth Partners LLC now owns 1,518 shares of the company’s stock valued at $86,000 after purchasing an additional 180 shares in the last quarter. Solutions 4 Wealth Ltd grew its holdings in JPMorgan Equity Premium Income ETF by 1.2% during the 1st quarter. Solutions 4 Wealth Ltd now owns 15,441 shares of the company’s stock valued at $882,000 after purchasing an additional 183 shares in the last quarter. SimpliFi Inc. grew its holdings in JPMorgan Equity Premium Income ETF by 2.6% during the 2nd quarter. SimpliFi Inc. now owns 7,345 shares of the company’s stock valued at $418,000 after purchasing an additional 186 shares in the last quarter. Finally, Summit Wealth & Retirement Planning Inc. grew its holdings in JPMorgan Equity Premium Income ETF by 4.0% during the 1st quarter. Summit Wealth & Retirement Planning Inc. now owns 4,900 shares of the company’s stock valued at $280,000 after purchasing an additional 190 shares in the last quarter.
JPMorgan Equity Premium Income ETF Stock Performance
JEPI opened at $56.85 on Friday. The company has a fifty day simple moving average of $56.77 and a 200 day simple moving average of $56.14. The firm has a market cap of $41.15 billion, a price-to-earnings ratio of 23.93 and a beta of 0.62. JPMorgan Equity Premium Income ETF has a twelve month low of $49.94 and a twelve month high of $60.88.
JPMorgan Equity Premium Income ETF Company 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.
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