Prosperity Consulting Group LLC Has $77.70 Million Holdings in JPMorgan Equity Premium Income ETF $JEPI

Prosperity Consulting Group LLC boosted its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 7.1% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,370,824 shares of the company’s stock after acquiring an additional 90,875 shares during the quarter. JPMorgan Equity Premium Income ETF accounts for 3.5% of Prosperity Consulting Group LLC’s portfolio, making the stock its 3rd biggest holding. Prosperity Consulting Group LLC owned 0.17% of JPMorgan Equity Premium Income ETF worth $77,698,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of JEPI. Crewe Advisors LLC lifted its stake in shares of JPMorgan Equity Premium Income ETF by 32.9% in the 4th quarter. Crewe Advisors LLC now owns 38,406 shares of the company’s stock worth $2,198,000 after purchasing an additional 9,514 shares during the period. Capital Investment Advisory Services LLC grew its position 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 valued at $12,920,000 after buying an additional 55,610 shares during the period. Cyndeo Wealth Partners LLC grew its position 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 valued at $1,542,000 after buying an additional 12,790 shares during the period. Apella Capital LLC increased its holdings 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 valued at $19,913,000 after buying an additional 9,499 shares during the last quarter. Finally, Leo Wealth LLC purchased a new stake in JPMorgan Equity Premium Income ETF during the fourth quarter valued at approximately $757,000.

JPMorgan Equity Premium Income ETF Trading Up 0.6%

JEPI opened at $56.98 on Friday. The firm’s 50 day simple moving average is $56.15 and its two-hundred day simple moving average is $57.28. The company has a market capitalization of $45.36 billion, a PE ratio of 23.93 and a beta of 0.54. 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 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.