Kathmere Capital Management LLC Has $42.85 Million Stock Holdings in JPMorgan Equity Premium Income ETF $JEPI

Kathmere Capital Management LLC increased its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 3.2% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 755,967 shares of the company’s stock after acquiring an additional 23,592 shares during the period. JPMorgan Equity Premium Income ETF comprises approximately 2.6% of Kathmere Capital Management LLC’s portfolio, making the stock its 6th largest position. Kathmere Capital Management LLC owned about 0.10% of JPMorgan Equity Premium Income ETF worth $42,848,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. Rice Partnership LLC lifted its stake in JPMorgan Equity Premium Income ETF by 124.5% during the fourth quarter. Rice Partnership LLC now owns 449 shares of the company’s stock worth $26,000 after purchasing an additional 249 shares during the last quarter. Providence Capital Advisors LLC bought a new position in shares of JPMorgan Equity Premium Income ETF during the 4th quarter valued at about $26,000. FNY Investment Advisers LLC bought a new position in shares of JPMorgan Equity Premium Income ETF during the 4th quarter valued at about $28,000. Advocate Investing Services LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF during the 1st quarter valued at about $28,000. Finally, EQ Wealth Advisors LLC purchased a new position in shares of JPMorgan Equity Premium Income ETF during the 4th quarter valued at about $29,000.

JPMorgan Equity Premium Income ETF Price Performance

NYSEARCA:JEPI opened at $56.71 on Monday. The company has a market capitalization of $44.96 billion, a price-to-earnings ratio of 23.93 and a beta of 0.54. The business has a 50 day moving average of $56.20 and a 200 day moving average of $57.34. JPMorgan Equity Premium Income ETF has a 1-year low of $55.10 and a 1-year high of $59.90.

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