JPMorgan Equity Premium Income ETF $JEPI Shares Purchased by Triad Wealth Partners LLC

Triad Wealth Partners LLC lifted its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 154.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 31,874 shares of the company’s stock after acquiring an additional 19,325 shares during the period. Triad Wealth Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $1,820,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in JEPI. Mattern Wealth Management LLC raised its position in JPMorgan Equity Premium Income ETF by 1.8% in the second 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 during the period. BOS Asset Management LLC raised its holdings in shares of JPMorgan Equity Premium Income ETF by 3.5% during the 3rd quarter. BOS Asset Management LLC now owns 5,213 shares of the company’s stock valued at $298,000 after buying an additional 178 shares during the period. Highline Wealth Partners LLC lifted its position 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 worth $86,000 after acquiring an additional 180 shares in the last quarter. First Horizon Advisors Inc. boosted its holdings in JPMorgan Equity Premium Income ETF by 9.0% in the 2nd quarter. First Horizon Advisors Inc. now owns 2,221 shares of the company’s stock worth $126,000 after acquiring an additional 183 shares during the period. Finally, SimpliFi Inc. grew its position in JPMorgan Equity Premium Income ETF by 2.6% in the second quarter. SimpliFi Inc. now owns 7,345 shares of the company’s stock valued at $418,000 after acquiring an additional 186 shares in the last quarter.

JPMorgan Equity Premium Income ETF Trading Up 1.0%

NYSEARCA JEPI opened at $58.19 on Thursday. The stock has a market cap of $42.54 billion, a P/E ratio of 23.93 and a beta of 0.60. The company’s fifty day simple moving average is $57.53 and its 200-day simple moving average is $57.07. JPMorgan Equity Premium Income ETF has a 52 week low of $49.94 and a 52 week high of $59.73.

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