Perkins Coie Trust Co Has $7.98 Million Holdings in JPMorgan Equity Premium Income ETF $JEPI

Perkins Coie Trust Co raised its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 49.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 139,692 shares of the company’s stock after purchasing an additional 46,521 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for approximately 1.5% of Perkins Coie Trust Co’s holdings, making the stock its 18th largest holding. Perkins Coie Trust Co’s holdings in JPMorgan Equity Premium Income ETF were worth $7,975,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Prentice Wealth Management LLC lifted its stake in JPMorgan Equity Premium Income ETF by 2.6% in the 3rd quarter. Prentice Wealth Management LLC now owns 233,215 shares of the company’s stock valued at $13,317,000 after acquiring an additional 5,816 shares in the last quarter. Waller Financial Planning Group Inc. grew its position in JPMorgan Equity Premium Income ETF by 15.0% in the third quarter. Waller Financial Planning Group Inc. now owns 7,650 shares of the company’s stock valued at $437,000 after purchasing an additional 1,000 shares in the last quarter. Fermata Advisors LLC lifted its position in JPMorgan Equity Premium Income ETF by 5.9% during the 3rd quarter. Fermata Advisors LLC now owns 229,595 shares of the company’s stock worth $13,110,000 after buying an additional 12,699 shares in the last quarter. Guardian Financial Partners LLC boosted its stake in shares of JPMorgan Equity Premium Income ETF by 6.5% during the 3rd quarter. Guardian Financial Partners LLC now owns 47,956 shares of the company’s stock worth $2,738,000 after buying an additional 2,907 shares during the last quarter. Finally, Chapin Davis Inc. grew its holdings in shares of JPMorgan Equity Premium Income ETF by 2.5% in the 3rd quarter. Chapin Davis Inc. now owns 46,406 shares of the company’s stock valued at $2,650,000 after acquiring an additional 1,130 shares in the last quarter.

JPMorgan Equity Premium Income ETF Stock Performance

JEPI opened at $57.54 on Friday. JPMorgan Equity Premium Income ETF has a 52-week low of $49.94 and a 52-week high of $59.73. The firm has a market capitalization of $41.19 billion, a PE ratio of 23.93 and a beta of 0.60. The business’s 50-day simple moving average is $57.06 and its 200 day simple moving average is $56.79.

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. JEPI was launched on May 20, 2020 and is managed by JPMorgan.