JPMorgan Equity Premium Income ETF $JEPI is Cassia Capital Partners LLC’s 5th Largest Position

Cassia Capital Partners LLC trimmed its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 7.5% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 190,460 shares of the company’s stock after selling 15,382 shares during the period. JPMorgan Equity Premium Income ETF makes up about 5.6% of Cassia Capital Partners LLC’s holdings, making the stock its 5th biggest holding. Cassia Capital Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $10,795,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Crewe Advisors LLC raised its holdings in JPMorgan Equity Premium Income ETF by 32.9% in the fourth quarter. Crewe Advisors LLC now owns 38,406 shares of the company’s stock valued at $2,198,000 after buying an additional 9,514 shares during the period. Capital Investment Advisory Services LLC grew its stake in JPMorgan Equity Premium Income ETF by 32.7% during the fourth quarter. Capital Investment Advisory Services LLC now owns 225,716 shares of the company’s stock worth $12,920,000 after buying an additional 55,610 shares during the period. Cyndeo Wealth Partners LLC grew its stake in JPMorgan Equity Premium Income ETF by 90.4% during the fourth quarter. Cyndeo Wealth Partners LLC now owns 26,937 shares of the company’s stock worth $1,542,000 after buying an additional 12,790 shares during the period. Apella Capital LLC grew its stake in JPMorgan Equity Premium Income ETF by 2.8% during the fourth quarter. Apella Capital LLC now owns 347,881 shares of the company’s stock worth $19,913,000 after buying an additional 9,499 shares during the period. Finally, Leo Wealth LLC acquired a new stake in shares of JPMorgan Equity Premium Income ETF in the fourth quarter worth $757,000.

JPMorgan Equity Premium Income ETF Trading Down 0.6%

Shares of JEPI stock opened at $56.12 on Thursday. The company’s fifty day simple moving average is $56.23 and its 200-day simple moving average is $57.36. JPMorgan Equity Premium Income ETF has a 52 week low of $55.10 and a 52 week high of $59.90. The company has a market cap of $44.43 billion, a PE ratio of 23.93 and a beta of 0.54.

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.