JSF Financial LLC Has $2.53 Million Stock Holdings in JPMorgan Equity Premium Income ETF $JEPI

JSF Financial LLC cut its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 18.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 44,260 shares of the company’s stock after selling 10,271 shares during the period. JPMorgan Equity Premium Income ETF accounts for 0.5% of JSF Financial LLC’s portfolio, making the stock its 28th largest holding. JSF Financial LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $2,533,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Crewe Advisors LLC boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 32.9% during the 4th quarter. Crewe Advisors LLC now owns 38,406 shares of the company’s stock worth $2,198,000 after buying an additional 9,514 shares during the period. Clearstead Trust LLC boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 307.8% during the 3rd quarter. Clearstead Trust LLC now owns 79,494 shares of the company’s stock worth $4,539,000 after buying an additional 59,999 shares during the period. Cascade Wealth Advisors Inc boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 5.9% during the 3rd quarter. Cascade Wealth Advisors Inc now owns 268,627 shares of the company’s stock worth $15,237,000 after buying an additional 14,899 shares during the period. BG Investment Services Inc. boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 49.1% during the 3rd quarter. BG Investment Services Inc. now owns 68,887 shares of the company’s stock worth $3,933,000 after buying an additional 22,670 shares during the period. Finally, Bay Colony Advisory Group Inc d b a Bay Colony Advisors boosted its holdings in shares of JPMorgan Equity Premium Income ETF by 7.6% during the 3rd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 214,637 shares of the company’s stock worth $12,256,000 after buying an additional 15,186 shares during the period.

JPMorgan Equity Premium Income ETF Stock Performance

Shares of JEPI stock opened at $55.96 on Friday. The company has a market capitalization of $44.34 billion, a price-to-earnings ratio of 23.93 and a beta of 0.56. The company has a 50-day simple moving average of $57.41 and a 200 day simple moving average of $57.64. JPMorgan Equity Premium Income ETF has a 52 week low of $55.15 and a 52 week high of $59.90.

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.